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ZIP Code Database - Facts & Stats

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ZIP Code 97007 Income Tax Stats

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

ZIP Code 97007 Data

Zip Code:97007
City:Beaverton
State:OR [Oregon]
Counties: WASHINGTON, OR
City Alias(es):Beaverton
Area Code:503 / 971
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





97007 Income Tax Overview

Total Number of Tax Returns for ZIP Code 97007 [1] 22,920
Total Number of Single Tax Returns for ZIP Code 97007 8,340
Total Number of Joint Tax Returns for ZIP Code 97007 10,080
Total Number of Dependents for ZIP Code 97007 13,890
Total Adjusted Gross Income for ZIP Code 97007 $2,117,811,000
Average Income per Person for ZIP Code 97007 $31,631
Average Income per Household for ZIP Code 97007 $92,400

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 5,850
Number of single returns 4,740
Number of joint returns 600
Number of head of household returns 410
Number of returns with paid preparer's signature 1,900
Number of exemptions 5,980
Number of dependents 1,210
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 650
Number of elderly returns [4] 1,010
Adjust gross income (AGI) [5] $69,430,000
Number of returns with total income 5,850
Salaries and wages amount $71,111,000
Number of returns with salaries and wages 4,650
Salaries and wages amount $55,306
Number of returns with taxable interest 970
Taxable interest amount $548
Number of returns with ordinary dividends 710
Ordinary dividends amount $1,432,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $956
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $191
Number of returns with business or professional net income (less loss) 810
Business or professional net income (less loss) amount $5,168,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $933,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,805,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $4,377,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $883,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $462,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $182,000
Number of returns with total statutory adjustments 1,080
Total statutory adjustments amount $1,681,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $306,000
Number of returns with IRA payments 40
IRA payments amount $176,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $273,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $218,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 610
Total itemized deductions amount $10,351,000
Amount of AGI for itemized returns $8,629,000
Number of returns with State and local income taxes 380
State and local income taxes amount $764,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $17,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,266,000
Number of returns with taxes paid 570
Taxes paid amount $3,097,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,248,000
Number of returns with contributions 400
Contributions amount $621,000
Number of returns with taxable income 2,870
Taxable income amount $18,461,000
Number of returns with income tax before credits 2,800
Income tax before credits amount $1,944,000
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 $277,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $192,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 90
Child tax credit amount $26,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 680
Self-employment tax amount $936,000
Number of returns with total tax payments 5,090
Total tax payments amount $8,181,000
Number of returns with earned income credit 1,150
Earned income credit amount [8] $2,256,000
Number of returns with excess earned income credit 940
Excess earned income credit (refundable) amount [9] $1,898,000
Number of returns with additional child tax credit 510
Additional child tax credit amount $639,000
Number of returns with refundable education credit 310
Refundable education credit amount $251,000
Number of returns with income tax 2,430
Income tax amount [10] $1,665,000
Number of returns with tax liability 2,990
Total tax liability amount [11] $2,713,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $576,000
Number of returns with overpayments refunded 4,590
Overpayments refunded amount [13] $5,978,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $56,000

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

Number of returns 4,520
Number of single returns 2,850
Number of joint returns 940
Number of head of household returns 590
Number of returns with paid preparer's signature 1,580
Number of exemptions 7,460
Number of dependents 2,050
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] 690
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $166,671,000
Number of returns with total income 4,520
Salaries and wages amount $170,148,000
Number of returns with salaries and wages 3,940
Salaries and wages amount $137,017
Number of returns with taxable interest 1,010
Taxable interest amount $610
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,753,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,202
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $522
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $7,567,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $1,819,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $4,436,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $8,527,000
Number of farm returns 30
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $1,210,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $4,417,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,383,000
Number of returns with total statutory adjustments 1,330
Total statutory adjustments amount $3,477,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $798,000
Number of returns with IRA payments 140
IRA payments amount $641,000
Number of returns with student loan interest deduction 700
Student loan interest deduction amount $784,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,160
Total itemized deductions amount $20,086,000
Amount of AGI for itemized returns $45,198,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $2,570,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 950
Real estate taxes amount $4,138,000
Number of returns with taxes paid 1,150
Taxes paid amount $6,866,000
Number of returns with mortgage interest paid 820
Mortgage interest paid amount $5,784,000
Number of returns with contributions 830
Contributions amount $1,800,000
Number of returns with taxable income 4,310
Taxable income amount $91,420,000
Number of returns with income tax before credits 4,280
Income tax before credits amount $11,455,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,540
Total tax credits amount $1,217,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $346,000
Number of returns with retirement savings contribution credit 570
Retirement savings contribution credit amount $103,000
Number of returns with child tax credit 690
Child tax credit amount $673,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 500
Self-employment tax amount $1,335,000
Number of returns with total tax payments 4,360
Total tax payments amount $17,721,000
Number of returns with earned income credit 660
Earned income credit amount [8] $1,297,000
Number of returns with excess earned income credit 510
Excess earned income credit (refundable) amount [9] $1,040,000
Number of returns with additional child tax credit 510
Additional child tax credit amount $746,000
Number of returns with refundable education credit 200
Refundable education credit amount $178,000
Number of returns with income tax 3,790
Income tax amount [10] $10,238,000
Number of returns with tax liability 3,960
Total tax liability amount [11] $11,773,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $1,445,000
Number of returns with overpayments refunded 3,560
Overpayments refunded amount [13] $7,150,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $190,000

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

Number of returns 3,160
Number of single returns 1,530
Number of joint returns 1,180
Number of head of household returns 360
Number of returns with paid preparer's signature 1,280
Number of exemptions 6,120
Number of dependents 1,770
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $195,836,000
Number of returns with total income 3,160
Salaries and wages amount $199,086,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $151,849
Number of returns with taxable interest 1,130
Taxable interest amount $746
Number of returns with ordinary dividends 700
Ordinary dividends amount $2,333,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $1,653
Number of returns with state and local income tax refunds 940
State and local income tax refunds amount $925
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $6,630,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,827,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $7,522,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $11,974,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $887,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $9,310,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,241,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $3,250,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $440,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $600,000
Number of returns with IRA payments 120
IRA payments amount $611,000
Number of returns with student loan interest deduction 590
Student loan interest deduction amount $658,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,610
Total itemized deductions amount $29,782,000
Amount of AGI for itemized returns $101,318,000
Number of returns with State and local income taxes 1,550
State and local income taxes amount $6,197,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $41,000
Number of returns with real estate taxes 1,420
Real estate taxes amount $6,138,000
Number of returns with taxes paid 1,600
Taxes paid amount $12,552,000
Number of returns with mortgage interest paid 1,270
Mortgage interest paid amount $9,431,000
Number of returns with contributions 1,230
Contributions amount $2,714,000
Number of returns with taxable income 3,140
Taxable income amount $127,166,000
Number of returns with income tax before credits 3,110
Income tax before credits amount $18,113,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,140
Total tax credits amount $1,548,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $281,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 700
Child tax credit amount $1,091,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,183,000
Number of returns with total tax payments 3,080
Total tax payments amount $21,586,000
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 110
Additional child tax credit amount $136,000
Number of returns with refundable education credit 170
Refundable education credit amount $164,000
Number of returns with income tax 3,000
Income tax amount [10] $16,565,000
Number of returns with tax liability 3,040
Total tax liability amount [11] $17,917,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $2,049,000
Number of returns with overpayments refunded 2,250
Overpayments refunded amount [13] $5,512,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $146,000

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

Number of returns 2,480
Number of single returns 730
Number of joint returns 1,480
Number of head of household returns 220
Number of returns with paid preparer's signature 1,090
Number of exemptions 5,770
Number of dependents 1,820
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] 210
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $215,648,000
Number of returns with total income 2,480
Salaries and wages amount $218,594,000
Number of returns with salaries and wages 2,180
Salaries and wages amount $169,896
Number of returns with taxable interest 1,130
Taxable interest amount $702
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,903,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $1,362
Number of returns with state and local income tax refunds 1,020
State and local income tax refunds amount $1,092
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $6,879,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $3,367,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $7,206,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $13,942,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $701,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $8,857,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $2,812,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $2,946,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $556,000
Number of returns with IRA payments 90
IRA payments amount $521,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $382,000
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 1,820
Total itemized deductions amount $38,098,000
Amount of AGI for itemized returns $158,778,000
Number of returns with State and local income taxes 1,790
State and local income taxes amount $10,154,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,580
Real estate taxes amount $7,352,000
Number of returns with taxes paid 1,810
Taxes paid amount $17,727,000
Number of returns with mortgage interest paid 1,450
Mortgage interest paid amount $11,770,000
Number of returns with contributions 1,440
Contributions amount $3,884,000
Number of returns with taxable income 2,470
Taxable income amount $146,872,000
Number of returns with income tax before credits 2,460
Income tax before credits amount $22,230,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,070
Total tax credits amount $1,682,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $305,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 730
Child tax credit amount $1,171,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,277,000
Number of returns with total tax payments 2,450
Total tax payments amount $25,585,000
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 $50,000
Number of returns with refundable education credit 150
Refundable education credit amount $145,000
Number of returns with income tax 2,440
Income tax amount [10] $20,547,000
Number of returns with tax liability 2,450
Total tax liability amount [11] $22,051,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $2,375,000
Number of returns with overpayments refunded 1,760
Overpayments refunded amount [13] $5,691,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $169,000

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

Number of returns 4,900
Number of single returns 660
Number of joint returns 4,020
Number of head of household returns 190
Number of returns with paid preparer's signature 2,170
Number of exemptions 13,550
Number of dependents 4,630
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] 290
Number of elderly returns [4] 1,240
Adjust gross income (AGI) [5] $680,774,000
Number of returns with total income 4,900
Salaries and wages amount $690,379,000
Number of returns with salaries and wages 4,440
Salaries and wages amount $546,417
Number of returns with taxable interest 2,870
Taxable interest amount $2,381
Number of returns with ordinary dividends 2,130
Ordinary dividends amount $8,903,000
Number of returns with qualified dividends 2,030
Qualified dividends amount [6] $6,663
Number of returns with state and local income tax refunds 2,570
State and local income tax refunds amount $3,170
Number of returns with business or professional net income (less loss) 940
Business or professional net income (less loss) amount $19,355,000
Number of returns with net capital gain (less loss) 1,980
Net capital gain (less loss) amount $16,721,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $19,560,000
Number of returns with taxable pensions and annuities 960
Taxable pensions and annuities amount $35,022,000
Number of farm returns 20
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,536,000
Number of returns with taxable Social Security benefits 780
Taxable Social Security benefits amount $18,426,000
Number of returns with partnership/S-corp net income (less loss) 460
Partnership/S-corp net income (less loss) amount $14,632,000
Number of returns with total statutory adjustments 1,910
Total statutory adjustments amount $9,605,000
Number of returns with educator expenses 230
Educator expenses amount $58,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,156,000
Number of returns with self-employment health insurance deduction 260
Self-employment health insurance deduction amount $2,064,000
Number of returns with IRA payments 250
IRA payments amount $1,379,000
Number of returns with student loan interest deduction 680
Student loan interest deduction amount $795,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $186,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $203,000
Number of returns with itemized deductions 4,490
Total itemized deductions amount $127,148,000
Amount of AGI for itemized returns $630,597,000
Number of returns with State and local income taxes 4,430
State and local income taxes amount $43,752,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 4,180
Real estate taxes amount $23,872,000
Number of returns with taxes paid 4,490
Taxes paid amount $68,128,000
Number of returns with mortgage interest paid 3,780
Mortgage interest paid amount $36,738,000
Number of returns with contributions 3,890
Contributions amount $13,813,000
Number of returns with taxable income 4,900
Taxable income amount $493,847,000
Number of returns with income tax before credits 4,890
Income tax before credits amount $84,238,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $337,000
Number of returns with total tax credits 2,210
Total tax credits amount $2,764,000
Number of returns with foreign tax credit 620
Foreign tax credit amount $139,000
Number of returns with child and dependent care credit 550
Child and dependent care credit amount $298,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $613,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 990
Child tax credit amount $1,241,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $132,000
Number of returns with self-employment tax 720
Self-employment tax amount $3,223,000
Number of returns with total tax payments 4,860
Total tax payments amount $91,825,000
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 400
Refundable education credit amount $382,000
Number of returns with income tax 4,870
Income tax amount [10] $81,474,000
Number of returns with tax liability 4,880
Total tax liability amount [11] $85,226,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,660
Tax due at time of filing amount [12] $7,262,000
Number of returns with overpayments refunded 3,090
Overpayments refunded amount [13] $13,036,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $740,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,010
Number of single returns 120
Number of joint returns 1,860
Number of head of household returns 30
Number of returns with paid preparer's signature 1,120
Number of exemptions 6,280
Number of dependents 2,410
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] 40
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $789,452,000
Number of returns with total income 2,010
Salaries and wages amount $801,672,000
Number of returns with salaries and wages 1,860
Salaries and wages amount $524,219
Number of returns with taxable interest 1,600
Taxable interest amount $7,324
Number of returns with ordinary dividends 1,390
Ordinary dividends amount $21,938,000
Number of returns with qualified dividends 1,350
Qualified dividends amount [6] $17,292
Number of returns with state and local income tax refunds 780
State and local income tax refunds amount $3,327
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $20,899,000
Number of returns with net capital gain (less loss) 1,380
Net capital gain (less loss) amount $76,777,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $10,839,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $12,434,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $386,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $4,973,000
Number of returns with partnership/S-corp net income (less loss) 470
Partnership/S-corp net income (less loss) amount $110,179,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $12,220,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $2,732,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $2,368,000
Number of returns with IRA payments 40
IRA payments amount $367,000
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 $2,174,000
Number of returns with itemized deductions 1,980
Total itemized deductions amount $127,022,000
Amount of AGI for itemized returns $777,326,000
Number of returns with State and local income taxes 1,970
State and local income taxes amount $65,722,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,890
Real estate taxes amount $15,555,000
Number of returns with taxes paid 1,980
Taxes paid amount $81,736,000
Number of returns with mortgage interest paid 1,620
Mortgage interest paid amount $19,723,000
Number of returns with contributions 1,790
Contributions amount $14,895,000
Number of returns with taxable income 2,010
Taxable income amount $642,772,000
Number of returns with income tax before credits 2,010
Income tax before credits amount $171,254,000
Number of returns with alternative minimum tax 1,490
Alternative minimum tax amount $9,144,000
Number of returns with total tax credits 820
Total tax credits amount $3,103,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $1,472,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $112,000
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 50
Residential energy tax credit amount $57,000
Number of returns with self-employment tax 340
Self-employment tax amount $2,996,000
Number of returns with total tax payments 1,990
Total tax payments amount $167,282,000
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 2,010
Income tax amount [10] $168,151,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $175,751,000
Number of returns with net investment income tax 1,070
Net investment income tax $2,581,000
Number of returns with tax due at time of filing 1,150
Tax due at time of filing amount [12] $24,136,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $5,488,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $5,990,000

[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.