Home » California » SAN DIEGO County » ZIP Code 92104 » Tax Stats

92104 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92104 [1]	22,540
Total Number of Joint Tax Returns for ZIP Code 92104	4,394
Total Number of Dependents for ZIP Code 92104	5,599
Total Adjusted Gross Income for ZIP Code 92104	976,147,677
Average Income per Person for ZIP Code 92104	$21,978

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

Adjusted Gross Income: Under $10,000 [1]

Number of returns [1]	3,220
Number of joint returns	198
Number of returns with paid preparer's signature	1,564
Number of exemptions	3,719
Number of dependents	452
Adjust gross income (AGI) [2]	$11,866,010
Salaries and wages	$14,247,900
Taxable interest	$692,156
Ordinary dividends	$416,850
Business or professional net income (less loss)	$1,771,947
Net capital gain (less loss)	$72,232
Taxable individual retirement arrangements distributions	$638,314
Taxable pensions and annuities	$1,091,363
Unemployment compensation [3]	$451,738
Taxable Social Security benefits	$0
Self-employment retirement plans	$0
Total itemized deductions [4]	$5,203,274
State and local income taxes	$197,655
State and local general sales tax	$47,895
Real estate taxes	$524,422
Taxes paid	$826,394
Mortgage interest paid	$2,871,453
Contributions	$70,493
Taxable income	$477,602
Total tax credits [5]	$1,603
Residential energy tax credit	$0
Child tax credit	$0
Child and dependent care credit	$0
Earned income credit [6]	$1,131,123
Excess earned income credit (refundable) [7]	$964,227
Alternative minimum tax	$0
Income tax [8]	$45,433
Total tax liability [9]	$555,166
Tax due at time of filing [10]	$204,924
Overpayments refunded [11]	($2,303,945)

Adjusted Gross Income: $10,000 under $25,000

Number of returns [1]	5,678
Number of joint returns	623
Number of returns with paid preparer's signature	3,045
Number of exemptions	9,158
Number of dependents	1,711
Adjust gross income (AGI) [2]	$99,870,153
Salaries and wages	$85,554,212
Taxable interest	$1,452,987
Ordinary dividends	$960,834
Business or professional net income (less loss)	$6,488,648
Net capital gain (less loss)	($43,980)
Taxable individual retirement arrangements distributions	$940,053
Taxable pensions and annuities	$3,847,850
Unemployment compensation [3]	$2,544,843
Taxable Social Security benefits	$142,664
Self-employment retirement plans	$59,576
Total itemized deductions [4]	$7,268,559
State and local income taxes	$242,629
State and local general sales tax	$82,630
Real estate taxes	$766,414
Taxes paid	$1,152,968
Mortgage interest paid	$3,813,422
Contributions	$349,161
Taxable income	$33,455,052
Total tax credits [5]	$556,090
Residential energy tax credit	$0
Child tax credit	$189,366
Child and dependent care credit	$23,263
Earned income credit [6]	$3,690,113
Excess earned income credit (refundable) [7]	$3,249,096
Alternative minimum tax	$0
Income tax [8]	$3,119,306
Total tax liability [9]	$4,246,481
Tax due at time of filing [10]	$636,977
Overpayments refunded [11]	($9,185,657)

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

Number of returns [1]	7,270
Number of joint returns	1,142
Number of returns with paid preparer's signature	3,459
Number of exemptions	11,932
Number of dependents	1,889
Adjust gross income (AGI) [2]	$262,184,236
Salaries and wages	$236,626,679
Taxable interest	$2,118,581
Ordinary dividends	$1,640,027
Business or professional net income (less loss)	$7,960,805
Net capital gain (less loss)	$132,313
Taxable individual retirement arrangements distributions	$1,981,348
Taxable pensions and annuities	$8,921,450
Unemployment compensation [3]	$3,195,333
Taxable Social Security benefits	$2,047,463
Self-employment retirement plans	$168,039
Total itemized deductions [4]	$21,850,550
State and local income taxes	$1,609,659
State and local general sales tax	$249,048
Real estate taxes	$2,098,222
Taxes paid	$4,168,862
Mortgage interest paid	$10,943,238
Contributions	$1,396,640
Taxable income	$159,356,293
Total tax credits [5]	$2,112,252
Residential energy tax credit	$11,366
Child tax credit	$1,276,988
Child and dependent care credit	$105,486
Earned income credit [6]	$948,797
Excess earned income credit (refundable) [7]	$777,952
Alternative minimum tax	$0
Income tax [8]	$18,844,045
Total tax liability [9]	$20,278,735
Tax due at time of filing [10]	$1,648,750
Overpayments refunded [11]	($11,149,722)

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

Number of returns [1]	3,141
Number of joint returns	803
Number of returns with paid preparer's signature	1,544
Number of exemptions	5,154
Number of dependents	704
Adjust gross income (AGI) [2]	$190,503,459
Salaries and wages	$170,298,159
Taxable interest	$2,058,273
Ordinary dividends	$1,176,913
Business or professional net income (less loss)	$4,882,378
Net capital gain (less loss)	$163,577
Taxable individual retirement arrangements distributions	$1,879,958
Taxable pensions and annuities	$8,147,191
Unemployment compensation [3]	$1,221,181
Taxable Social Security benefits	$2,355,260
Self-employment retirement plans	$256,254
Total itemized deductions [4]	$28,574,362
State and local income taxes	$3,690,632
State and local general sales tax	$194,225
Real estate taxes	$2,875,316
Taxes paid	$7,043,125
Mortgage interest paid	$14,990,637
Contributions	$1,702,132
Taxable income	$131,240,025
Total tax credits [5]	$999,726
Residential energy tax credit	$0
Child tax credit	$719,905
Child and dependent care credit	$56,042
Earned income credit [6]	$0
Excess earned income credit (refundable) [7]	$0
Alternative minimum tax	$0
Income tax [8]	$19,853,881
Total tax liability [9]	$20,796,197
Tax due at time of filing [10]	$1,287,191
Overpayments refunded [11]	($6,325,257)

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

Number of returns [1]	1,480
Number of joint returns	551
Number of returns with paid preparer's signature	791
Number of exemptions	2,506
Number of dependents	324
Adjust gross income (AGI) [2]	$127,535,308
Salaries and wages	$110,072,443
Taxable interest	$1,386,371
Ordinary dividends	$1,178,004
Business or professional net income (less loss)	$3,260,317
Net capital gain (less loss)	$716,329
Taxable individual retirement arrangements distributions	$1,544,472
Taxable pensions and annuities	$6,468,478
Unemployment compensation [3]	$487,682
Taxable Social Security benefits	$1,831,627
Self-employment retirement plans	$210,648
Total itemized deductions [4]	$26,209,658
State and local income taxes	$5,113,860
State and local general sales tax	$68,451
Real estate taxes	$2,572,337
Taxes paid	$7,952,731
Mortgage interest paid	$13,174,639
Contributions	$1,607,104
Taxable income	$89,188,848
Total tax credits [5]	$453,850
Residential energy tax credit	$0
Child tax credit	$302,973
Child and dependent care credit	$30,631
Earned income credit [6]	$0
Excess earned income credit (refundable) [7]	$0
Alternative minimum tax	$15,938
Income tax [8]	$14,763,770
Total tax liability [9]	$15,387,491
Tax due at time of filing [10]	$774,605
Overpayments refunded [11]	($3,890,591)

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

Number of returns [1]	1,488
Number of joint returns	901
Number of returns with paid preparer's signature	883
Number of exemptions	3,072
Number of dependents	425
Adjust gross income (AGI) [2]	$195,684,812
Salaries and wages	$164,471,204
Taxable interest	$2,221,091
Ordinary dividends	$2,381,784
Business or professional net income (less loss)	$6,944,446
Net capital gain (less loss)	$2,068,732
Taxable individual retirement arrangements distributions	$2,041,511
Taxable pensions and annuities	$9,133,988
Unemployment compensation [3]	$545,054
Taxable Social Security benefits	$1,431,277
Self-employment retirement plans	$594,339
Total itemized deductions [4]	$43,345,822
State and local income taxes	$10,169,251
State and local general sales tax	$81,947
Real estate taxes	$4,414,444
Taxes paid	$14,980,702
Mortgage interest paid	$21,875,812
Contributions	$2,585,308
Taxable income	$139,785,631
Total tax credits [5]	$444,036
Residential energy tax credit	$0
Child tax credit	$228,981
Child and dependent care credit	$72,692
Earned income credit [6]	$0
Excess earned income credit (refundable) [7]	$0
Alternative minimum tax	$217,132
Income tax [8]	$26,016,249
Total tax liability [9]	$27,238,643
Tax due at time of filing [10]	$2,002,381
Overpayments refunded [11]	($5,169,794)

Adjusted Gross Income: $200,000 or more

Number of returns [1]	263
Number of joint returns	176
Number of returns with paid preparer's signature	197
Number of exemptions	589
Number of dependents	94
Adjust gross income (AGI) [2]	$88,503,699
Salaries and wages	$57,809,673
Taxable interest	$1,250,556
Ordinary dividends	$1,505,823
Business or professional net income (less loss)	$3,791,731
Net capital gain (less loss)	$4,017,595
Taxable individual retirement arrangements distributions	$840,973
Taxable pensions and annuities	$1,666,321
Unemployment compensation [3]	$67,940
Taxable Social Security benefits	$188,079
Self-employment retirement plans	$753,851
Total itemized deductions [4]	$14,810,179
State and local income taxes	$6,050,450
State and local general sales tax	$0
Real estate taxes	$1,251,298
Taxes paid	$7,397,062
Mortgage interest paid	$5,792,749
Contributions	$889,865
Taxable income	$71,896,200
Total tax credits [5]	$63,465
Residential energy tax credit	$0
Child tax credit	$0
Child and dependent care credit	$16,228
Earned income credit [6]	$0
Excess earned income credit (refundable) [7]	$0
Alternative minimum tax	$991,442
Income tax [8]	$18,011,998
Total tax liability [9]	$18,734,352
Tax due at time of filing [10]	$2,857,051
Overpayments refunded [11]	($1,141,629)

[1] Includes returns with adjusted gross deficit.

[2] Less deficit.

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

[4] "Itemized deductions" include any amounts reported by the taxpayer, even if they could not be used in computing "taxable income," the base on which the regular income tax was computed. Thus, total itemized deductions include amounts that did not have to be reported by taxpayers with no "adjusted gross income." (Adjusted gross income is the total from which these deductions would normally be subtracted.) In addition, if standard and itemized deductions were both reported on a tax return, the form of deduction actually used in computing income tax was the one used for the statistics. Therefore, if the standard deduction was the form of deduction used, the total reported for itemized deductions was excluded from the statistics. However, the component deductions were not similarly excluded. As a result, the number of returns and related amounts for the component deductions are slightly overstated in relation to the grand total shown for itemized deductions. These components are also overstated in relation to the total because there was a statutory limitation on the total of itemized deductions that could be claimed by certain high-income taxpayers. This limitation did not affect the component deductions, the sum of which therefore exceeded the total used in computing income tax.

[5] "Total tax credits" excludes the "earned income credit" which is shown separately.

[6] "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 7 below for explanation of the refundable portion of the earned income credit.

[7] 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.

[8] "Income tax" is in general, the same as "income tax after credits" which was redefined in Tax Year 2000 to include the "alternative minimum tax (AMT)". Zip Code table "Income tax" differs from "total income tax" (in other tables) in that the Zip Code table "Income tax" is after the subtraction of all tax credits except the earned income credit. See footnote 6 and 7 above, for an explanation of the treatment of the earned income credit. "Income tax" reflects the amount reported on the tax return and is, therefore, before any examination or enforcement activities by the Internal Revenue Service. It represents the tax filer reported income tax liability that was payable to the U.S. Department of the Treasury.

[9] For the Zip Code tables, "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.

[10] Reflects payments to or withholdings made to "Total tax liability" (footnote 9). The amount the tax filer owes when the income tax return is filed.

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