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ZIP Code Database - Facts & Stats

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ZIP Code 90240 Income Tax Stats

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

ZIP Code 90240 Data

Zip Code:90240
City:Downey
State:CA [California]
Counties: LOS ANGELES, CA
City Alias(es):Downey
Area Code:562
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





90240 Income Tax Overview

Total Number of Tax Returns for ZIP Code 90240 [1] 12,180
Total Number of Single Tax Returns for ZIP Code 90240 3,750
Total Number of Joint Tax Returns for ZIP Code 90240 4,130
Total Number of Dependents for ZIP Code 90240 9,190
Total Adjusted Gross Income for ZIP Code 90240 $858,010,000
Average Income per Person for ZIP Code 90240 $33,159
Average Income per Household for ZIP Code 90240 $70,444

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 3,980
Number of single returns 2,910
Number of joint returns 490
Number of head of household returns 550
Number of returns with paid preparer's signature 2,770
Number of exemptions 5,490
Number of dependents 1,670
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 420
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $51,277,000
Number of returns with total income 3,980
Salaries and wages amount $52,466,000
Number of returns with salaries and wages 2,840
Salaries and wages amount $36,665
Number of returns with taxable interest 480
Taxable interest amount $278
Number of returns with ordinary dividends 180
Ordinary dividends amount $357,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $248
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $49
Number of returns with business or professional net income (less loss) 1,110
Business or professional net income (less loss) amount $9,206,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $67,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $873,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,784,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $609,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $230,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $464,000
Number of returns with total statutory adjustments 1,120
Total statutory adjustments amount $1,189,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $146,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $108,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $125,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $6,102,000
Amount of AGI for itemized returns $5,228,000
Number of returns with State and local income taxes 90
State and local income taxes amount $83,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $160,000
Number of returns with real estate taxes 230
Real estate taxes amount $975,000
Number of returns with taxes paid 350
Taxes paid amount $1,352,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $2,193,000
Number of returns with contributions 210
Contributions amount $353,000
Number of returns with taxable income 1,830
Taxable income amount $11,081,000
Number of returns with income tax before credits 1,840
Income tax before credits amount $1,192,000
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 $208,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 120
Child tax credit amount $37,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 950
Self-employment tax amount $1,418,000
Number of returns with total tax payments 3,460
Total tax payments amount $7,646,000
Number of returns with earned income credit 1,400
Earned income credit amount [8] $3,319,000
Number of returns with excess earned income credit 1,100
Excess earned income credit (refundable) amount [9] $2,539,000
Number of returns with additional child tax credit 720
Additional child tax credit amount $877,000
Number of returns with refundable education credit 300
Refundable education credit amount $231,000
Number of returns with income tax 1,510
Income tax amount [10] $984,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $2,466,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $671,000
Number of returns with overpayments refunded 3,060
Overpayments refunded amount [13] $5,814,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,910
Number of single returns 1,490
Number of joint returns 660
Number of head of household returns 720
Number of returns with paid preparer's signature 2,070
Number of exemptions 5,640
Number of dependents 2,080
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 310
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $105,782,000
Number of returns with total income 2,910
Salaries and wages amount $106,992,000
Number of returns with salaries and wages 2,530
Salaries and wages amount $88,117
Number of returns with taxable interest 530
Taxable interest amount $366
Number of returns with ordinary dividends 170
Ordinary dividends amount $454,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $226
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $198
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $6,368,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $357,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,427,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $4,482,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $709,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $1,908,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,039,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $1,210,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $245,000
Number of returns with IRA payments 40
IRA payments amount $162,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $215,000
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 730
Total itemized deductions amount $13,673,000
Amount of AGI for itemized returns $27,549,000
Number of returns with State and local income taxes 380
State and local income taxes amount $629,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $376,000
Number of returns with real estate taxes 420
Real estate taxes amount $2,116,000
Number of returns with taxes paid 720
Taxes paid amount $3,623,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $4,188,000
Number of returns with contributions 560
Contributions amount $1,272,000
Number of returns with taxable income 2,760
Taxable income amount $51,811,000
Number of returns with income tax before credits 2,750
Income tax before credits amount $6,446,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,150
Total tax credits amount $1,016,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $295,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $60,000
Number of returns with child tax credit 620
Child tax credit amount $554,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,084,000
Number of returns with total tax payments 2,760
Total tax payments amount $11,310,000
Number of returns with earned income credit 680
Earned income credit amount [8] $1,384,000
Number of returns with excess earned income credit 510
Excess earned income credit (refundable) amount [9] $1,042,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $630,000
Number of returns with refundable education credit 240
Refundable education credit amount $188,000
Number of returns with income tax 2,280
Income tax amount [10] $5,430,000
Number of returns with tax liability 2,440
Total tax liability amount [11] $6,667,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,190,000
Number of returns with overpayments refunded 2,280
Overpayments refunded amount [13] $5,727,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $68,000

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

Number of returns 1,750
Number of single returns 650
Number of joint returns 650
Number of head of household returns 420
Number of returns with paid preparer's signature 1,330
Number of exemptions 3,980
Number of dependents 1,580
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] 110
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $107,733,000
Number of returns with total income 1,750
Salaries and wages amount $108,968,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $89,761
Number of returns with taxable interest 610
Taxable interest amount $387
Number of returns with ordinary dividends 140
Ordinary dividends amount $474,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $357
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $605
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,165,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $636,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,363,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $5,308,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $376,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $3,236,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,688,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,235,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $203,000
Number of returns with IRA payments 30
IRA payments amount $192,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $202,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 880
Total itemized deductions amount $19,744,000
Amount of AGI for itemized returns $55,323,000
Number of returns with State and local income taxes 670
State and local income taxes amount $1,806,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $404,000
Number of returns with real estate taxes 620
Real estate taxes amount $3,534,000
Number of returns with taxes paid 880
Taxes paid amount $6,402,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $6,757,000
Number of returns with contributions 740
Contributions amount $1,737,000
Number of returns with taxable income 1,740
Taxable income amount $64,364,000
Number of returns with income tax before credits 1,740
Income tax before credits amount $9,049,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $1,105,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $0
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $192,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 550
Child tax credit amount $768,000
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 $797,000
Number of returns with total tax payments 1,680
Total tax payments amount $11,397,000
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 100
Additional child tax credit amount $121,000
Number of returns with refundable education credit 150
Refundable education credit amount $117,000
Number of returns with income tax 1,620
Income tax amount [10] $7,945,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $8,849,000
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] $1,499,000
Number of returns with overpayments refunded 1,260
Overpayments refunded amount [13] $3,925,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $69,000

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

Number of returns 1,220
Number of single returns 360
Number of joint returns 580
Number of head of household returns 250
Number of returns with paid preparer's signature 950
Number of exemptions 2,980
Number of dependents 1,180
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] 270
Adjust gross income (AGI) [5] $105,216,000
Number of returns with total income 1,220
Salaries and wages amount $106,172,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $83,881
Number of returns with taxable interest 600
Taxable interest amount $321
Number of returns with ordinary dividends 160
Ordinary dividends amount $529,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $387
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $876
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,619,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $464,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,836,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $6,920,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $328,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,073,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,549,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $956,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $179,000
Number of returns with IRA payments 20
IRA payments amount $117,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $69,000
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 850
Total itemized deductions amount $21,853,000
Amount of AGI for itemized returns $73,394,000
Number of returns with State and local income taxes 730
State and local income taxes amount $3,110,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $264,000
Number of returns with real estate taxes 670
Real estate taxes amount $3,416,000
Number of returns with taxes paid 850
Taxes paid amount $7,389,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $7,630,000
Number of returns with contributions 730
Contributions amount $2,043,000
Number of returns with taxable income 1,210
Taxable income amount $67,532,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $10,379,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $24,000
Number of returns with total tax credits 510
Total tax credits amount $863,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $134,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 390
Child tax credit amount $597,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 160
Self-employment tax amount $593,000
Number of returns with total tax payments 1,190
Total tax payments amount $12,279,000
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 20
Additional child tax credit amount $25,000
Number of returns with refundable education credit 90
Refundable education credit amount $77,000
Number of returns with income tax 1,190
Income tax amount [10] $9,516,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $10,187,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $1,349,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $3,310,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $91,000

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

Number of returns 1,780
Number of single returns 280
Number of joint returns 1,300
Number of head of household returns 190
Number of returns with paid preparer's signature 1,420
Number of exemptions 5,160
Number of dependents 2,080
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] 70
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $243,703,000
Number of returns with total income 1,780
Salaries and wages amount $246,235,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $188,556
Number of returns with taxable interest 1,210
Taxable interest amount $1,291
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,739,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,349
Number of returns with state and local income tax refunds 980
State and local income tax refunds amount $2,145
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $7,423,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $3,550,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,363,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $15,625,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $631,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $6,420,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $6,858,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $2,532,000
Number of returns with educator expenses 120
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $713,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $541,000
Number of returns with IRA payments 70
IRA payments amount $466,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $139,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $34,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,580
Total itemized deductions amount $53,013,000
Amount of AGI for itemized returns $218,784,000
Number of returns with State and local income taxes 1,450
State and local income taxes amount $10,803,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $376,000
Number of returns with real estate taxes 1,380
Real estate taxes amount $8,390,000
Number of returns with taxes paid 1,580
Taxes paid amount $20,955,000
Number of returns with mortgage interest paid 1,260
Mortgage interest paid amount $18,430,000
Number of returns with contributions 1,400
Contributions amount $5,761,000
Number of returns with taxable income 1,780
Taxable income amount $167,381,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $28,897,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $291,000
Number of returns with total tax credits 730
Total tax credits amount $1,115,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $139,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $249,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $457,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $212,000
Number of returns with self-employment tax 240
Self-employment tax amount $1,187,000
Number of returns with total tax payments 1,740
Total tax payments amount $31,927,000
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 170
Refundable education credit amount $158,000
Number of returns with income tax 1,770
Income tax amount [10] $27,782,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $29,145,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $3,617,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $5,790,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $499,000

Adjusted Gross Income: $200,000 or more

Number of returns 540
Number of single returns 70
Number of joint returns 450
Number of head of household returns 20
Number of returns with paid preparer's signature 450
Number of exemptions 1,600
Number of dependents 600
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] 200
Adjust gross income (AGI) [5] $244,299,000
Number of returns with total income 540
Salaries and wages amount $247,413,000
Number of returns with salaries and wages 450
Salaries and wages amount $99,544
Number of returns with taxable interest 440
Taxable interest amount $2,135
Number of returns with ordinary dividends 230
Ordinary dividends amount $3,259,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $2,524
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $1,307
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $6,049,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $15,821,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $3,218,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $8,145,000
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 120
Taxable Social Security benefits amount $2,823,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $55,006,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $3,114,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $705,000
Number of returns with IRA payments 30
IRA payments amount $240,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 540
Total itemized deductions amount $46,835,000
Amount of AGI for itemized returns $236,400,000
Number of returns with State and local income taxes 510
State and local income taxes amount $21,974,000
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 500
Real estate taxes amount $4,576,000
Number of returns with taxes paid 540
Taxes paid amount $27,103,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $7,781,000
Number of returns with contributions 470
Contributions amount $4,793,000
Number of returns with taxable income 540
Taxable income amount $192,549,000
Number of returns with income tax before credits 540
Income tax before credits amount $52,515,000
Number of returns with alternative minimum tax 370
Alternative minimum tax amount $3,068,000
Number of returns with total tax credits 150
Total tax credits amount $238,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $40,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $985,000
Number of returns with total tax payments 530
Total tax payments amount $49,894,000
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 540
Income tax amount [10] $52,277,000
Number of returns with tax liability 540
Total tax liability amount [11] $54,589,000
Number of returns with net investment income tax 290
Net investment income tax $1,006,000
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $10,546,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $1,634,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $2,638,000

[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.