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ZIP Code Database - Facts & Stats

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ZIP Code 97201 Income Tax Stats

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

ZIP Code 97201 Data

Zip Code:97201
City:Portland
State:OR [Oregon]
Counties: MULTNOMAH, OR
City Alias(es):Portland
Area Code:503 / 971
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


97201 Income Tax Overview

Total Number of Tax Returns for ZIP Code 97201 [1] 8,280
Total Number of Single Tax Returns for ZIP Code 97201 1,410
Total Number of Joint Tax Returns for ZIP Code 97201 2,030
Total Number of Dependents for ZIP Code 97201 1,530
Total Adjusted Gross Income for ZIP Code 97201 $1,185,524,000
Average Income per Person for ZIP Code 97201 $76,564
Average Income per Household for ZIP Code 97201 $143,179

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 2,660
Number of single returns 2,500
Number of joint returns 80
Number of head of household returns 50
Number of returns with paid preparer's signature 590
Number of exemptions 2,240
Number of dependents 100
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] 430
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $31,667,000
Number of returns with total income 2,660
Salaries and wages amount $32,486,000
Number of returns with salaries and wages 2,220
Salaries and wages amount $26,905
Number of returns with taxable interest 410
Taxable interest amount $221
Number of returns with ordinary dividends 340
Ordinary dividends amount $932,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $621
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $1,804,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $540,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $795,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $1,044,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $182,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $58,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $819,000
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 40
Self-employment health insurance deduction amount $112,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $176,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $243,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 180
Total itemized deductions amount $3,411,000
Amount of AGI for itemized returns $2,391,000
Number of returns with State and local income taxes 100
State and local income taxes amount $155,000
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 110
Real estate taxes amount $670,000
Number of returns with taxes paid 160
Taxes paid amount $888,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $433,000
Number of returns with contributions 100
Contributions amount $145,000
Number of returns with taxable income 1,480
Taxable income amount $10,035,000
Number of returns with income tax before credits 1,450
Income tax before credits amount $1,076,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $283,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $250,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $316,000
Number of returns with total tax payments 2,350
Total tax payments amount $3,135,000
Number of returns with earned income credit 520
Earned income credit amount [8] $303,000
Number of returns with excess earned income credit 390
Excess earned income credit (refundable) amount [9] $232,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $48,000
Number of returns with refundable education credit 420
Refundable education credit amount $373,000
Number of returns with income tax 1,100
Income tax amount [10] $793,000
Number of returns with tax liability 1,310
Total tax liability amount [11] $1,160,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $257,000
Number of returns with overpayments refunded 2,100
Overpayments refunded amount [13] $2,183,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $40,000

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

Number of returns 1,560
Number of single returns 1,330
Number of joint returns 130
Number of head of household returns 60
Number of returns with paid preparer's signature 410
Number of exemptions 1,800
Number of dependents 120
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] 250
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $57,060,000
Number of returns with total income 1,560
Salaries and wages amount $58,223,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $47,446
Number of returns with taxable interest 330
Taxable interest amount $452
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,175,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $763
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $106
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,875,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,011,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,398,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $2,390,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $267,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $1,350,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $167,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,163,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $214,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $170,000
Number of returns with IRA payments 60
IRA payments amount $152,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $409,000
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 250
Total itemized deductions amount $5,026,000
Amount of AGI for itemized returns $9,404,000
Number of returns with State and local income taxes 210
State and local income taxes amount $634,000
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 160
Real estate taxes amount $993,000
Number of returns with taxes paid 240
Taxes paid amount $1,649,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $605,000
Number of returns with contributions 170
Contributions amount $421,000
Number of returns with taxable income 1,530
Taxable income amount $36,363,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $4,614,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $325,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $256,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 50
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 140
Self-employment tax amount $365,000
Number of returns with total tax payments 1,500
Total tax payments amount $6,174,000
Number of returns with earned income credit 40
Earned income credit amount [8] $78,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $56,000
Number of returns with additional child tax credit 40
Additional child tax credit amount $34,000
Number of returns with refundable education credit 110
Refundable education credit amount $93,000
Number of returns with income tax 1,450
Income tax amount [10] $4,289,000
Number of returns with tax liability 1,480
Total tax liability amount [11] $4,710,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $502,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $1,864,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $88,000

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

Number of returns 1,050
Number of single returns 800
Number of joint returns 180
Number of head of household returns 50
Number of returns with paid preparer's signature 410
Number of exemptions 1,350
Number of dependents 120
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] 120
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $64,624,000
Number of returns with total income 1,050
Salaries and wages amount $65,940,000
Number of returns with salaries and wages 810
Salaries and wages amount $46,962
Number of returns with taxable interest 400
Taxable interest amount $589
Number of returns with ordinary dividends 340
Ordinary dividends amount $2,237,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $1,488
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $216
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,966,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,782,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,660,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $4,948,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $246,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,488,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $245,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,316,000
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 50
Self-employment health insurance deduction amount $261,000
Number of returns with IRA payments 40
IRA payments amount $178,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $304,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $8,518,000
Amount of AGI for itemized returns $24,742,000
Number of returns with State and local income taxes 360
State and local income taxes amount $1,542,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $49,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,727,000
Number of returns with taxes paid 390
Taxes paid amount $3,312,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,363,000
Number of returns with contributions 330
Contributions amount $864,000
Number of returns with taxable income 1,030
Taxable income amount $46,198,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $6,937,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $165,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 40
Child tax credit amount $48,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 100
Self-employment tax amount $370,000
Number of returns with total tax payments 1,000
Total tax payments amount $8,177,000
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 50
Refundable education credit amount $46,000
Number of returns with income tax 1,000
Income tax amount [10] $6,773,000
Number of returns with tax liability 1,010
Total tax liability amount [11] $7,180,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $686,000
Number of returns with overpayments refunded 700
Overpayments refunded amount [13] $1,528,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $136,000

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

Number of returns 680
Number of single returns 470
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 280
Number of exemptions 910
Number of dependents 70
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] 60
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $58,868,000
Number of returns with total income 680
Salaries and wages amount $59,540,000
Number of returns with salaries and wages 510
Salaries and wages amount $40,195
Number of returns with taxable interest 310
Taxable interest amount $351
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,731,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $1,191
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $212
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,596,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,824,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,023,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $6,394,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,345,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $465,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $672,000
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 30
Self-employment health insurance deduction amount $148,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $54,000
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 430
Total itemized deductions amount $8,777,000
Amount of AGI for itemized returns $37,961,000
Number of returns with State and local income taxes 420
State and local income taxes amount $2,767,000
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 260
Real estate taxes amount $1,763,000
Number of returns with taxes paid 430
Taxes paid amount $4,575,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,433,000
Number of returns with contributions 300
Contributions amount $882,000
Number of returns with taxable income 670
Taxable income amount $44,529,000
Number of returns with income tax before credits 670
Income tax before credits amount $7,597,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $129,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $31,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $47,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 30
Child tax credit amount $33,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $272,000
Number of returns with total tax payments 670
Total tax payments amount $8,642,000
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 660
Income tax amount [10] $7,468,000
Number of returns with tax liability 670
Total tax liability amount [11] $7,772,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $543,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [13] $1,216,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $186,000

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

Number of returns 1,250
Number of single returns 540
Number of joint returns 640
Number of head of household returns 50
Number of returns with paid preparer's signature 690
Number of exemptions 2,230
Number of dependents 340
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] 540
Adjust gross income (AGI) [5] $174,076,000
Number of returns with total income 1,250
Salaries and wages amount $176,922,000
Number of returns with salaries and wages 880
Salaries and wages amount $100,005
Number of returns with taxable interest 790
Taxable interest amount $1,704
Number of returns with ordinary dividends 710
Ordinary dividends amount $7,862,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $6,194
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $940
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $5,942,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $10,989,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $11,403,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $19,448,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $229,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $10,745,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $5,352,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $2,846,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $674,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $822,000
Number of returns with IRA payments 60
IRA payments amount $412,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $110,000
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 1,080
Total itemized deductions amount $32,802,000
Amount of AGI for itemized returns $151,797,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $10,675,000
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 790
Real estate taxes amount $7,197,000
Number of returns with taxes paid 1,070
Taxes paid amount $18,027,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $5,578,000
Number of returns with contributions 880
Contributions amount $4,382,000
Number of returns with taxable income 1,240
Taxable income amount $130,286,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $23,629,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $314,000
Number of returns with total tax credits 470
Total tax credits amount $330,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $110,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $46,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 50
Child tax credit amount $55,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $1,118,000
Number of returns with total tax payments 1,220
Total tax payments amount $25,869,000
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 20
Refundable education credit amount $20,000
Number of returns with income tax 1,230
Income tax amount [10] $23,298,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $24,569,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $2,680,000
Number of returns with overpayments refunded 660
Overpayments refunded amount [13] $3,037,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $909,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,080
Number of single returns 210
Number of joint returns 830
Number of head of household returns 30
Number of returns with paid preparer's signature 850
Number of exemptions 2,680
Number of dependents 780
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] 0
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $799,229,000
Number of returns with total income 1,080
Salaries and wages amount $813,861,000
Number of returns with salaries and wages 810
Salaries and wages amount $362,207
Number of returns with taxable interest 930
Taxable interest amount $7,221
Number of returns with ordinary dividends 840
Ordinary dividends amount $46,394,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $39,725
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $3,086
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $27,920,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $149,897,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $19,223,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $18,256,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $9,086,000
Number of returns with partnership/S-corp net income (less loss) 450
Partnership/S-corp net income (less loss) amount $157,989,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $14,632,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $5,294,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $2,537,000
Number of returns with IRA payments 0
IRA payments amount $0
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 $1,214,000
Number of returns with itemized deductions 1,070
Total itemized deductions amount $120,924,000
Amount of AGI for itemized returns $788,634,000
Number of returns with State and local income taxes 1,060
State and local income taxes amount $70,035,000
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 960
Real estate taxes amount $16,797,000
Number of returns with taxes paid 1,070
Taxes paid amount $88,569,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $12,712,000
Number of returns with contributions 1,000
Contributions amount $22,142,000
Number of returns with taxable income 1,080
Taxable income amount $673,019,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $201,035,000
Number of returns with alternative minimum tax 800
Alternative minimum tax amount $9,799,000
Number of returns with total tax credits 640
Total tax credits amount $5,143,000
Number of returns with foreign tax credit 540
Foreign tax credit amount $4,272,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $54,000
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 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 310
Self-employment tax amount $3,918,000
Number of returns with total tax payments 1,070
Total tax payments amount $211,026,000
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 1,080
Income tax amount [10] $195,892,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $208,336,000
Number of returns with net investment income tax 780
Net investment income tax $5,867,000
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $16,957,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $5,488,000
Number of returns with credit to next year’s estimated tax 300
Credited to next year’s estimated tax amount $14,014,000

[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.