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ZIP Code Database - Facts & Stats

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ZIP Code 95747 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2017

ZIP Code 95747 Data

Zip Code:95747
City:Roseville
State:CA [California]
Counties: PLACER, CA
City Alias(es):Roseville
Area Code:916
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





95747 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95747 [1] 31,350
Total Number of Single Tax Returns for ZIP Code 95747 13,300
Total Number of Joint Tax Returns for ZIP Code 95747 15,720
Total Number of Dependents for ZIP Code 95747 22,250
Total Adjusted Gross Income for ZIP Code 95747 $3,000,422,000
Average Income per Person for ZIP Code 95747 $57,845
Average Income per Household for ZIP Code 95747 $95,707

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 7,190
Number of single returns 5,770
Number of joint returns 850
Number of head of household returns 480
Number of returns with paid preparer's signature 2,910
Number of exemptions 7,210
Number of dependents 1,410
Total number of volunteer prepared returns [5] 330
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 280
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 570
Number of elderly returns [4] 1,710
Adjust gross income (AGI) [5] $83,816,000
Number of returns with total income 7,190
Salaries and wages amount $85,514,000
Number of returns with salaries and wages 5,220
Salaries and wages amount $59,075
Number of returns with taxable interest 1,540
Taxable interest amount $977
Number of returns with ordinary dividends 900
Ordinary dividends amount $2,072,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $1,246
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $109
Number of returns with business or professional net income (less loss) 1,000
Business or professional net income (less loss) amount $6,575,000
Number of returns with net capital gain (less loss) 860
Net capital gain (less loss) amount $462,000
Number of returns with taxable individual retirement arrangements distributions 670
Taxable individual retirement arrangements distributions amount $4,845,000
Number of returns with taxable pensions and annuities 1,080
Taxable pensions and annuities amount $10,385,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $906,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $1,020,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $24,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $1,698,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $400,000
Number of returns with IRA payments 40
IRA payments amount $130,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $186,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 780
Total itemized deductions amount $14,952,000
Amount of AGI for itemized returns $11,444,000
Number of returns with State and local income taxes 190
State and local income taxes amount $447,000
Number of returns with State and local general sales tax 490
State and local general sales tax amount $396,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,825,000
Number of returns with taxes paid 760
Taxes paid amount $3,813,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $3,569,000
Number of returns with contributions 540
Contributions amount $912,000
Number of returns with taxable income 3,390
Taxable income amount $20,521,000
Number of returns with income tax before credits 3,350
Income tax before credits amount $2,179,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $246,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 110
Child tax credit amount $35,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 820
Self-employment tax amount $1,138,000
Number of returns with total tax payments 6,130
Total tax payments amount $9,586,000
Number of returns with earned income credit 1,420
Earned income credit amount [8] $2,838,000
Number of returns with excess earned income credit 1,150
Excess earned income credit (refundable) amount [9] $2,301,000
Number of returns with additional child tax credit 630
Additional child tax credit amount $755,000
Number of returns with refundable education credit 310
Refundable education credit amount $230,000
Number of returns with income tax 3,000
Income tax amount [10] $1,932,000
Number of returns with tax liability 3,680
Total tax liability amount [11] $3,179,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 910
Tax due at time of filing amount [12] $699,000
Number of returns with overpayments refunded 5,530
Overpayments refunded amount [13] $7,030,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $59,000

Adjusted Gross Income: $25,000 under $50,000

Number of returns 4,670
Number of single returns 2,640
Number of joint returns 1,270
Number of head of household returns 660
Number of returns with paid preparer's signature 2,240
Number of exemptions 8,140
Number of dependents 2,270
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 520
Number of elderly returns [4] 1,490
Adjust gross income (AGI) [5] $172,298,000
Number of returns with total income 4,670
Salaries and wages amount $175,269,000
Number of returns with salaries and wages 3,350
Salaries and wages amount $113,495
Number of returns with taxable interest 1,620
Taxable interest amount $1,253
Number of returns with ordinary dividends 870
Ordinary dividends amount $3,350,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $2,035
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $407
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $9,921,000
Number of returns with net capital gain (less loss) 810
Net capital gain (less loss) amount $2,323,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $8,330,000
Number of returns with taxable pensions and annuities 1,180
Taxable pensions and annuities amount $23,146,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,194,000
Number of returns with taxable Social Security benefits 1,230
Taxable Social Security benefits amount $9,835,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,057,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $2,971,000
Number of returns with educator expenses 50
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $141,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $786,000
Number of returns with IRA payments 90
IRA payments amount $377,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $393,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $45,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,350
Total itemized deductions amount $26,110,000
Amount of AGI for itemized returns $51,943,000
Number of returns with State and local income taxes 600
State and local income taxes amount $1,115,000
Number of returns with State and local general sales tax 680
State and local general sales tax amount $720,000
Number of returns with real estate taxes 1,110
Real estate taxes amount $5,222,000
Number of returns with taxes paid 1,340
Taxes paid amount $7,382,000
Number of returns with mortgage interest paid 860
Mortgage interest paid amount $7,371,000
Number of returns with contributions 1,060
Contributions amount $2,345,000
Number of returns with taxable income 4,370
Taxable income amount $87,360,000
Number of returns with income tax before credits 4,310
Income tax before credits amount $10,765,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,620
Total tax credits amount $1,292,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $297,000
Number of returns with retirement savings contribution credit 500
Retirement savings contribution credit amount $93,000
Number of returns with child tax credit 800
Child tax credit amount $741,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 540
Self-employment tax amount $1,753,000
Number of returns with total tax payments 4,380
Total tax payments amount $17,520,000
Number of returns with earned income credit 830
Earned income credit amount [8] $1,736,000
Number of returns with excess earned income credit 610
Excess earned income credit (refundable) amount [9] $1,213,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $872,000
Number of returns with refundable education credit 220
Refundable education credit amount $155,000
Number of returns with income tax 3,750
Income tax amount [10] $9,473,000
Number of returns with tax liability 4,010
Total tax liability amount [11] $11,404,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,100
Tax due at time of filing amount [12] $1,894,000
Number of returns with overpayments refunded 3,390
Overpayments refunded amount [13] $7,746,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $216,000

Adjusted Gross Income: $50,000 under $75,000

Number of returns 3,910
Number of single returns 1,730
Number of joint returns 1,550
Number of head of household returns 520
Number of returns with paid preparer's signature 2,100
Number of exemptions 7,840
Number of dependents 2,380
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 1,440
Adjust gross income (AGI) [5] $243,716,000
Number of returns with total income 3,910
Salaries and wages amount $247,437,000
Number of returns with salaries and wages 2,760
Salaries and wages amount $155,697
Number of returns with taxable interest 2,080
Taxable interest amount $1,720
Number of returns with ordinary dividends 1,010
Ordinary dividends amount $4,345,000
Number of returns with qualified dividends 940
Qualified dividends amount [6] $2,782
Number of returns with state and local income tax refunds 1,000
State and local income tax refunds amount $1,060
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $9,125,000
Number of returns with net capital gain (less loss) 960
Net capital gain (less loss) amount $3,045,000
Number of returns with taxable individual retirement arrangements distributions 800
Taxable individual retirement arrangements distributions amount $11,842,000
Number of returns with taxable pensions and annuities 1,240
Taxable pensions and annuities amount $37,730,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $996,000
Number of returns with taxable Social Security benefits 1,210
Taxable Social Security benefits amount $18,742,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $2,058,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $3,721,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $465,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $731,000
Number of returns with IRA payments 110
IRA payments amount $587,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $442,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,050
Total itemized deductions amount $41,813,000
Amount of AGI for itemized returns $129,867,000
Number of returns with State and local income taxes 1,450
State and local income taxes amount $4,237,000
Number of returns with State and local general sales tax 560
State and local general sales tax amount $828,000
Number of returns with real estate taxes 1,790
Real estate taxes amount $8,470,000
Number of returns with taxes paid 2,050
Taxes paid amount $14,139,000
Number of returns with mortgage interest paid 1,510
Mortgage interest paid amount $13,569,000
Number of returns with contributions 1,700
Contributions amount $4,434,000
Number of returns with taxable income 3,870
Taxable income amount $152,922,000
Number of returns with income tax before credits 3,850
Income tax before credits amount $21,584,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $22,000
Number of returns with total tax credits 1,500
Total tax credits amount $2,042,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $65,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $100,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $288,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 930
Child tax credit amount $1,355,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $123,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,645,000
Number of returns with total tax payments 3,770
Total tax payments amount $25,603,000
Number of returns with earned income credit 20
Earned income credit amount [8] $10,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 190
Additional child tax credit amount $312,000
Number of returns with refundable education credit 180
Refundable education credit amount $153,000
Number of returns with income tax 3,640
Income tax amount [10] $19,542,000
Number of returns with tax liability 3,720
Total tax liability amount [11] $21,408,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,220
Tax due at time of filing amount [12] $3,232,000
Number of returns with overpayments refunded 2,560
Overpayments refunded amount [13] $7,098,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $247,000

Adjusted Gross Income: $75,000 under $100,000

Number of returns 3,650
Number of single returns 1,090
Number of joint returns 2,110
Number of head of household returns 360
Number of returns with paid preparer's signature 1,980
Number of exemptions 8,490
Number of dependents 2,730
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 260
Number of elderly returns [4] 1,330
Adjust gross income (AGI) [5] $318,679,000
Number of returns with total income 3,650
Salaries and wages amount $322,378,000
Number of returns with salaries and wages 2,730
Salaries and wages amount $207,800
Number of returns with taxable interest 2,380
Taxable interest amount $1,786
Number of returns with ordinary dividends 1,050
Ordinary dividends amount $4,713,000
Number of returns with qualified dividends 980
Qualified dividends amount [6] $3,052
Number of returns with state and local income tax refunds 1,450
State and local income tax refunds amount $2,002
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $9,132,000
Number of returns with net capital gain (less loss) 960
Net capital gain (less loss) amount $4,448,000
Number of returns with taxable individual retirement arrangements distributions 810
Taxable individual retirement arrangements distributions amount $14,930,000
Number of returns with taxable pensions and annuities 1,220
Taxable pensions and annuities amount $49,695,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,013,000
Number of returns with taxable Social Security benefits 1,120
Taxable Social Security benefits amount $21,724,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $3,411,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $3,699,000
Number of returns with educator expenses 150
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $860,000
Number of returns with IRA payments 80
IRA payments amount $427,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $364,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,570
Total itemized deductions amount $60,782,000
Amount of AGI for itemized returns $225,211,000
Number of returns with State and local income taxes 2,170
State and local income taxes amount $8,956,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $741,000
Number of returns with real estate taxes 2,310
Real estate taxes amount $11,757,000
Number of returns with taxes paid 2,560
Taxes paid amount $22,344,000
Number of returns with mortgage interest paid 2,060
Mortgage interest paid amount $20,780,000
Number of returns with contributions 2,210
Contributions amount $6,539,000
Number of returns with taxable income 3,640
Taxable income amount $211,635,000
Number of returns with income tax before credits 3,620
Income tax before credits amount $31,853,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,590
Total tax credits amount $2,530,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $126,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $293,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,090
Child tax credit amount $1,808,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $208,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,602,000
Number of returns with total tax payments 3,590
Total tax payments amount $35,935,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $63,000
Number of returns with refundable education credit 200
Refundable education credit amount $161,000
Number of returns with income tax 3,580
Income tax amount [10] $29,323,000
Number of returns with tax liability 3,600
Total tax liability amount [11] $31,143,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $3,625,000
Number of returns with overpayments refunded 2,370
Overpayments refunded amount [13] $7,886,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $457,000

Adjusted Gross Income: $100,000 under $200,000

Number of returns 9,010
Number of single returns 1,150
Number of joint returns 7,310
Number of head of household returns 480
Number of returns with paid preparer's signature 5,080
Number of exemptions 26,140
Number of dependents 9,830
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 520
Number of elderly returns [4] 2,450
Adjust gross income (AGI) [5] $1,266,124,000
Number of returns with total income 9,010
Salaries and wages amount $1,277,841,000
Number of returns with salaries and wages 7,720
Salaries and wages amount $968,661
Number of returns with taxable interest 6,670
Taxable interest amount $4,352
Number of returns with ordinary dividends 2,970
Ordinary dividends amount $13,758,000
Number of returns with qualified dividends 2,790
Qualified dividends amount [6] $9,551
Number of returns with state and local income tax refunds 4,850
State and local income tax refunds amount $9,077
Number of returns with business or professional net income (less loss) 1,680
Business or professional net income (less loss) amount $23,907,000
Number of returns with net capital gain (less loss) 2,770
Net capital gain (less loss) amount $22,806,000
Number of returns with taxable individual retirement arrangements distributions 1,560
Taxable individual retirement arrangements distributions amount $39,772,000
Number of returns with taxable pensions and annuities 2,450
Taxable pensions and annuities amount $125,147,000
Number of farm returns 40
Number of returns with unemployment compensation 530
Unemployment compensation amount [7] $2,797,000
Number of returns with taxable Social Security benefits 1,880
Taxable Social Security benefits amount $42,962,000
Number of returns with partnership/S-corp net income (less loss) 650
Partnership/S-corp net income (less loss) amount $17,717,000
Number of returns with total statutory adjustments 2,830
Total statutory adjustments amount $11,717,000
Number of returns with educator expenses 440
Educator expenses amount $121,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,392,000
Number of returns with self-employment health insurance deduction 250
Self-employment health insurance deduction amount $1,997,000
Number of returns with IRA payments 270
IRA payments amount $1,498,000
Number of returns with student loan interest deduction 870
Student loan interest deduction amount $926,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $195,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $200,000
Number of returns with itemized deductions 8,040
Total itemized deductions amount $243,404,000
Amount of AGI for itemized returns $1,143,049,000
Number of returns with State and local income taxes 7,660
State and local income taxes amount $60,017,000
Number of returns with State and local general sales tax 320
State and local general sales tax amount $1,126,000
Number of returns with real estate taxes 7,450
Real estate taxes amount $44,587,000
Number of returns with taxes paid 8,040
Taxes paid amount $109,396,000
Number of returns with mortgage interest paid 6,920
Mortgage interest paid amount $79,845,000
Number of returns with contributions 7,160
Contributions amount $26,844,000
Number of returns with taxable income 8,990
Taxable income amount $905,546,000
Number of returns with income tax before credits 8,980
Income tax before credits amount $156,128,000
Number of returns with alternative minimum tax 400
Alternative minimum tax amount $876,000
Number of returns with total tax credits 4,080
Total tax credits amount $5,686,000
Number of returns with foreign tax credit 890
Foreign tax credit amount $200,000
Number of returns with child and dependent care credit 1,060
Child and dependent care credit amount $660,000
Number of returns with nonrefundable education credit 740
Nonrefundable education credit amount $911,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 2,030
Child tax credit amount $2,620,000
Number of returns with residential energy tax credit 270
Residential energy tax credit amount $752,000
Number of returns with self-employment tax 1,070
Self-employment tax amount $4,182,000
Number of returns with total tax payments 8,930
Total tax payments amount $167,304,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $31,000
Number of returns with refundable education credit 650
Refundable education credit amount $557,000
Number of returns with income tax 8,950
Income tax amount [10] $150,442,000
Number of returns with tax liability 8,960
Total tax liability amount [11] $155,531,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 3,170
Tax due at time of filing amount [12] $14,064,000
Number of returns with overpayments refunded 5,620
Overpayments refunded amount [13] $24,328,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $1,291,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,920
Number of single returns 210
Number of joint returns 2,630
Number of head of household returns 70
Number of returns with paid preparer's signature 1,990
Number of exemptions 9,170
Number of dependents 3,630
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $915,789,000
Number of returns with total income 2,920
Salaries and wages amount $926,756,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $621,903
Number of returns with taxable interest 2,440
Taxable interest amount $3,811
Number of returns with ordinary dividends 1,360
Ordinary dividends amount $11,967,000
Number of returns with qualified dividends 1,300
Qualified dividends amount [6] $9,267
Number of returns with state and local income tax refunds 1,380
State and local income tax refunds amount $4,790
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $24,652,000
Number of returns with net capital gain (less loss) 1,420
Net capital gain (less loss) amount $85,556,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $17,213,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $41,261,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $804,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $10,544,000
Number of returns with partnership/S-corp net income (less loss) 570
Partnership/S-corp net income (less loss) amount $76,007,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $10,967,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $2,979,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $2,372,000
Number of returns with IRA payments 40
IRA payments amount $318,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 60
Domestic production activities deduction amount $1,658,000
Number of returns with itemized deductions 2,880
Total itemized deductions amount $155,845,000
Amount of AGI for itemized returns $899,669,000
Number of returns with State and local income taxes 2,810
State and local income taxes amount $67,473,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $185,000
Number of returns with real estate taxes 2,720
Real estate taxes amount $21,723,000
Number of returns with taxes paid 2,880
Taxes paid amount $91,140,000
Number of returns with mortgage interest paid 2,480
Mortgage interest paid amount $34,734,000
Number of returns with contributions 2,650
Contributions amount $18,134,000
Number of returns with taxable income 2,920
Taxable income amount $729,280,000
Number of returns with income tax before credits 2,920
Income tax before credits amount $178,010,000
Number of returns with alternative minimum tax 1,960
Alternative minimum tax amount $11,133,000
Number of returns with total tax credits 980
Total tax credits amount $1,874,000
Number of returns with foreign tax credit 530
Foreign tax credit amount $337,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $218,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $339,000
Number of returns with self-employment tax 420
Self-employment tax amount $3,166,000
Number of returns with total tax payments 2,900
Total tax payments amount $169,060,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 2,910
Income tax amount [10] $176,136,000
Number of returns with tax liability 2,920
Total tax liability amount [11] $182,981,000
Number of returns with net investment income tax 1,280
Net investment income tax $1,866,000
Number of returns with tax due at time of filing 1,500
Tax due at time of filing amount [12] $26,573,000
Number of returns with overpayments refunded 1,240
Overpayments refunded amount [13] $8,816,000
Number of returns with credit to next year’s estimated tax 200
Credited to next year’s estimated tax amount $3,611,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.