Home » California » SAN FRANCISCO County » ZIP Code 94109 » Tax Stats

94109 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94109 [1]	30,286
Total Number of Joint Tax Returns for ZIP Code 94109	5,318
Total Number of Dependents for ZIP Code 94109	3,159
Total Adjusted Gross Income for ZIP Code 94109	2,782,126,073
Average Income per Person for ZIP Code 94109	$49,695

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]	3,725
Number of joint returns	372
Number of returns with paid preparer's signature	1,778
Number of exemptions	3,929
Number of dependents	228
Adjust gross income (AGI) [2]	$8,308,029
Salaries and wages	$15,535,380
Taxable interest	$2,594,835
Ordinary dividends	$2,849,328
Business or professional net income (less loss)	($721,125)
Net capital gain (less loss)	($427,402)
Taxable individual retirement arrangements distributions	$1,240,309
Taxable pensions and annuities	$1,541,724
Unemployment compensation [3]	$498,997
Taxable Social Security benefits	$52,973
Self-employment retirement plans	$0
Total itemized deductions [4]	$12,709,571
State and local income taxes	$3,190,717
State and local general sales tax	$44,828
Real estate taxes	$1,215,058
Taxes paid	$4,543,874
Mortgage interest paid	$3,170,204
Contributions	$83,172
Taxable income	$569,822
Total tax credits [5]	$2,918
Residential energy tax credit	$0
Child tax credit	$0
Child and dependent care credit	$0
Earned income credit [6]	$603,135
Excess earned income credit (refundable) [7]	$450,724
Alternative minimum tax	$0
Income tax [8]	$53,261
Total tax liability [9]	$773,897
Tax due at time of filing [10]	$350,232
Overpayments refunded [11]	($4,470,959)

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

Number of returns [1]	4,959
Number of joint returns	667
Number of returns with paid preparer's signature	2,438
Number of exemptions	6,738
Number of dependents	739
Adjust gross income (AGI) [2]	$86,485,241
Salaries and wages	$64,417,106
Taxable interest	$3,573,105
Ordinary dividends	$2,680,145
Business or professional net income (less loss)	$7,755,613
Net capital gain (less loss)	($171,407)
Taxable individual retirement arrangements distributions	$2,007,491
Taxable pensions and annuities	$5,325,558
Unemployment compensation [3]	$1,838,421
Taxable Social Security benefits	$474,808
Self-employment retirement plans	$123,226
Total itemized deductions [4]	$7,756,382
State and local income taxes	$492,553
State and local general sales tax	$90,778
Real estate taxes	$857,932
Taxes paid	$1,471,857
Mortgage interest paid	$1,883,584
Contributions	$434,607
Taxable income	$32,222,778
Total tax credits [5]	$398,136
Residential energy tax credit	$0
Child tax credit	$41,712
Child and dependent care credit	$0
Earned income credit [6]	$1,489,614
Excess earned income credit (refundable) [7]	$1,258,322
Alternative minimum tax	$0
Income tax [8]	$3,092,025
Total tax liability [9]	$4,419,825
Tax due at time of filing [10]	$967,351
Overpayments refunded [11]	($5,619,203)

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

Number of returns [1]	7,461
Number of joint returns	997
Number of returns with paid preparer's signature	3,185
Number of exemptions	10,231
Number of dependents	925
Adjust gross income (AGI) [2]	$276,763,610
Salaries and wages	$233,495,159
Taxable interest	$8,383,770
Ordinary dividends	$5,715,692
Business or professional net income (less loss)	$12,717,277
Net capital gain (less loss)	$741,655
Taxable individual retirement arrangements distributions	$3,331,053
Taxable pensions and annuities	$10,089,309
Unemployment compensation [3]	$2,868,477
Taxable Social Security benefits	$4,986,664
Self-employment retirement plans	$494,034
Total itemized deductions [4]	$18,288,686
State and local income taxes	$2,278,427
State and local general sales tax	$154,921
Real estate taxes	$1,616,372
Taxes paid	$4,148,191
Mortgage interest paid	$4,230,861
Contributions	$1,264,791
Taxable income	$184,165,479
Total tax credits [5]	$1,281,606
Residential energy tax credit	$0
Child tax credit	$496,015
Child and dependent care credit	$33,058
Earned income credit [6]	$359,450
Excess earned income credit (refundable) [7]	$280,774
Alternative minimum tax	$0
Income tax [8]	$23,451,543
Total tax liability [9]	$25,689,359
Tax due at time of filing [10]	$2,448,348
Overpayments refunded [11]	($9,456,175)

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

Number of returns [1]	5,042
Number of joint returns	629
Number of returns with paid preparer's signature	2,059
Number of exemptions	6,353
Number of dependents	385
Adjust gross income (AGI) [2]	$310,224,411
Salaries and wages	$260,377,109
Taxable interest	$7,491,230
Ordinary dividends	$7,635,338
Business or professional net income (less loss)	$9,793,059
Net capital gain (less loss)	$786,395
Taxable individual retirement arrangements distributions	$4,244,817
Taxable pensions and annuities	$11,818,983
Unemployment compensation [3]	$1,748,212
Taxable Social Security benefits	$7,644,714
Self-employment retirement plans	$572,649
Total itemized deductions [4]	$26,243,419
State and local income taxes	$5,088,500
State and local general sales tax	$157,515
Real estate taxes	$2,430,864
Taxes paid	$7,825,879
Mortgage interest paid	$6,980,527
Contributions	$2,193,566
Taxable income	$239,467,830
Total tax credits [5]	$594,096
Residential energy tax credit	$0
Child tax credit	$341,800
Child and dependent care credit	$19,065
Earned income credit [6]	$0
Excess earned income credit (refundable) [7]	$0
Alternative minimum tax	$22,448
Income tax [8]	$39,937,946
Total tax liability [9]	$41,670,402
Tax due at time of filing [10]	$2,653,579
Overpayments refunded [11]	($7,214,948)

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

Number of returns [1]	2,984
Number of joint returns	508
Number of returns with paid preparer's signature	1,372
Number of exemptions	3,789
Number of dependents	202
Adjust gross income (AGI) [2]	$257,658,506
Salaries and wages	$207,770,803
Taxable interest	$7,191,899
Ordinary dividends	$7,556,893
Business or professional net income (less loss)	$9,448,769
Net capital gain (less loss)	$1,325,876
Taxable individual retirement arrangements distributions	$4,505,974
Taxable pensions and annuities	$11,225,032
Unemployment compensation [3]	$679,856
Taxable Social Security benefits	$6,029,329
Self-employment retirement plans	$619,202
Total itemized deductions [4]	$32,409,378
State and local income taxes	$11,708,654
State and local general sales tax	$131,044
Real estate taxes	$2,510,774
Taxes paid	$14,548,634
Mortgage interest paid	$6,882,385
Contributions	$2,792,330
Taxable income	$204,915,102
Total tax credits [5]	$389,562
Residential energy tax credit	$0
Child tax credit	$139,288
Child and dependent care credit	$10,072
Earned income credit [6]	$0
Excess earned income credit (refundable) [7]	$0
Alternative minimum tax	$69,160
Income tax [8]	$38,125,433
Total tax liability [9]	$39,719,208
Tax due at time of filing [10]	$2,478,399
Overpayments refunded [11]	($5,742,913)

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

Number of returns [1]	4,025
Number of joint returns	1,067
Number of returns with paid preparer's signature	2,109
Number of exemptions	5,548
Number of dependents	333
Adjust gross income (AGI) [2]	$550,047,626
Salaries and wages	$435,730,694
Taxable interest	$14,515,124
Ordinary dividends	$19,732,778
Business or professional net income (less loss)	$20,396,693
Net capital gain (less loss)	$7,566,023
Taxable individual retirement arrangements distributions	$9,262,515
Taxable pensions and annuities	$19,004,306
Unemployment compensation [3]	$1,038,342
Taxable Social Security benefits	$9,481,787
Self-employment retirement plans	$2,435,449
Total itemized deductions [4]	$92,264,833
State and local income taxes	$37,579,468
State and local general sales tax	$171,676
Real estate taxes	$7,446,138
Taxes paid	$45,802,145
Mortgage interest paid	$22,499,090
Contributions	$7,994,587
Taxable income	$436,269,655
Total tax credits [5]	$811,438
Residential energy tax credit	$0
Child tax credit	$73,380
Child and dependent care credit	$30,686
Earned income credit [6]	$0
Excess earned income credit (refundable) [7]	$0
Alternative minimum tax	$1,373,700
Income tax [8]	$92,139,731
Total tax liability [9]	$95,703,661
Tax due at time of filing [10]	$5,362,422
Overpayments refunded [11]	($13,265,175)

Adjusted Gross Income: $200,000 or more

Number of returns [1]	2,090
Number of joint returns	1,078
Number of returns with paid preparer's signature	1,523
Number of exemptions	3,674
Number of dependents	347
Adjust gross income (AGI) [2]	$1,292,638,650
Salaries and wages	$642,705,100
Taxable interest	$51,172,834
Ordinary dividends	$90,820,678
Business or professional net income (less loss)	$60,778,069
Net capital gain (less loss)	$256,245,994
Taxable individual retirement arrangements distributions	$13,615,678
Taxable pensions and annuities	$16,714,330
Unemployment compensation [3]	$495,552
Taxable Social Security benefits	$8,567,530
Self-employment retirement plans	$8,094,944
Total itemized deductions [4]	$231,623,205
State and local income taxes	$122,561,289
State and local general sales tax	$70,536
Real estate taxes	$16,663,035
Taxes paid	$138,900,826
Mortgage interest paid	$32,480,654
Contributions	$33,756,831
Taxable income	$1,055,763,573
Total tax credits [5]	$3,947,132
Residential energy tax credit	$0
Child tax credit	$0
Child and dependent care credit	$23,101
Earned income credit [6]	$0
Excess earned income credit (refundable) [7]	$0
Alternative minimum tax	$18,643,711
Income tax [8]	$286,716,495
Total tax liability [9]	$294,590,412
Tax due at time of filing [10]	$23,339,052
Overpayments refunded [11]	($22,459,092)

[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.