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ZIP Code Database - Facts & Stats

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ZIP Code 90805 Income Tax Stats

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

ZIP Code 90805 Data

Zip Code:90805
City:Long Beach
State:CA [California]
Counties: LOS ANGELES, CA
City Alias(es):Long Beach
Area Code:562 / 310
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


90805 Income Tax Overview

Total Number of Tax Returns for ZIP Code 90805 [1] 41,420
Total Number of Single Tax Returns for ZIP Code 90805 9,810
Total Number of Joint Tax Returns for ZIP Code 90805 9,900
Total Number of Dependents for ZIP Code 90805 37,620
Total Adjusted Gross Income for ZIP Code 90805 $1,622,765,000
Average Income per Person for ZIP Code 90805 $17,351
Average Income per Household for ZIP Code 90805 $39,178

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 17,630
Number of single returns 11,630
Number of joint returns 1,850
Number of head of household returns 4,030
Number of returns with paid preparer's signature 12,050
Number of exemptions 29,770
Number of dependents 12,100
Total number of volunteer prepared returns [5] 300
Number of volunteer income tax assistance (VITA) prepared returns [3] 180
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 3,470
Number of elderly returns [4] 2,000
Adjust gross income (AGI) [5] $241,826,000
Number of returns with total income 17,630
Salaries and wages amount $245,314,000
Number of returns with salaries and wages 14,410
Salaries and wages amount $200,066
Number of returns with taxable interest 1,080
Taxable interest amount $295
Number of returns with ordinary dividends 290
Ordinary dividends amount $333,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $209
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $162
Number of returns with business or professional net income (less loss) 4,150
Business or professional net income (less loss) amount $30,214,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $10,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,440,000
Number of returns with taxable pensions and annuities 950
Taxable pensions and annuities amount $8,339,000
Number of farm returns 0
Number of returns with unemployment compensation 800
Unemployment compensation amount [7] $3,124,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $406,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $155,000
Number of returns with total statutory adjustments 3,980
Total statutory adjustments amount $3,488,000
Number of returns with educator expenses 50
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 60
Self-employment health insurance deduction amount $166,000
Number of returns with IRA payments 40
IRA payments amount $137,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $297,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $195,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 920
Total itemized deductions amount $13,596,000
Amount of AGI for itemized returns $14,885,000
Number of returns with State and local income taxes 280
State and local income taxes amount $309,000
Number of returns with State and local general sales tax 550
State and local general sales tax amount $389,000
Number of returns with real estate taxes 550
Real estate taxes amount $1,941,000
Number of returns with taxes paid 910
Taxes paid amount $3,082,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $5,162,000
Number of returns with contributions 550
Contributions amount $1,036,000
Number of returns with taxable income 7,800
Taxable income amount $45,766,000
Number of returns with income tax before credits 7,830
Income tax before credits amount $4,841,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,690
Total tax credits amount $1,009,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 960
Nonrefundable education credit amount $483,000
Number of returns with retirement savings contribution credit 650
Retirement savings contribution credit amount $109,000
Number of returns with child tax credit 1,070
Child tax credit amount $366,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 3,470
Self-employment tax amount $4,983,000
Number of returns with total tax payments 16,420
Total tax payments amount $45,163,000
Number of returns with earned income credit 8,180
Earned income credit amount [8] $23,189,000
Number of returns with excess earned income credit 7,250
Excess earned income credit (refundable) amount [9] $19,716,000
Number of returns with additional child tax credit 5,510
Additional child tax credit amount $6,794,000
Number of returns with refundable education credit 1,480
Refundable education credit amount $1,134,000
Number of returns with income tax 5,900
Income tax amount [10] $3,832,000
Number of returns with tax liability 9,130
Total tax liability amount [11] $9,079,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,930
Tax due at time of filing amount [12] $1,789,000
Number of returns with overpayments refunded 15,120
Overpayments refunded amount [13] $37,754,000
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 12,990
Number of single returns 5,920
Number of joint returns 2,700
Number of head of household returns 4,200
Number of returns with paid preparer's signature 9,260
Number of exemptions 28,690
Number of dependents 13,050
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 2,170
Number of elderly returns [4] 1,400
Adjust gross income (AGI) [5] $465,559,000
Number of returns with total income 12,990
Salaries and wages amount $468,544,000
Number of returns with salaries and wages 12,230
Salaries and wages amount $429,339
Number of returns with taxable interest 1,620
Taxable interest amount $341
Number of returns with ordinary dividends 270
Ordinary dividends amount $274,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $164
Number of returns with state and local income tax refunds 1,200
State and local income tax refunds amount $718
Number of returns with business or professional net income (less loss) 1,620
Business or professional net income (less loss) amount $12,698,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount ($110,000)
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,480,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $14,579,000
Number of farm returns 0
Number of returns with unemployment compensation 650
Unemployment compensation amount [7] $3,031,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $4,160,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $846,000
Number of returns with total statutory adjustments 2,050
Total statutory adjustments amount $2,985,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $267,000
Number of returns with IRA payments 120
IRA payments amount $395,000
Number of returns with student loan interest deduction 810
Student loan interest deduction amount $693,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,810
Total itemized deductions amount $47,328,000
Amount of AGI for itemized returns $107,755,000
Number of returns with State and local income taxes 1,740
State and local income taxes amount $2,201,000
Number of returns with State and local general sales tax 990
State and local general sales tax amount $1,401,000
Number of returns with real estate taxes 1,440
Real estate taxes amount $5,066,000
Number of returns with taxes paid 2,800
Taxes paid amount $10,458,000
Number of returns with mortgage interest paid 1,410
Mortgage interest paid amount $13,250,000
Number of returns with contributions 2,220
Contributions amount $5,170,000
Number of returns with taxable income 12,360
Taxable income amount $216,724,000
Number of returns with income tax before credits 12,370
Income tax before credits amount $26,608,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 6,210
Total tax credits amount $5,794,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 760
Child and dependent care credit amount $506,000
Number of returns with nonrefundable education credit 1,270
Nonrefundable education credit amount $1,205,000
Number of returns with retirement savings contribution credit 1,940
Retirement savings contribution credit amount $340,000
Number of returns with child tax credit 4,050
Child tax credit amount $3,669,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 1,000
Self-employment tax amount $2,464,000
Number of returns with total tax payments 12,740
Total tax payments amount $51,569,000
Number of returns with earned income credit 3,980
Earned income credit amount [8] $8,270,000
Number of returns with excess earned income credit 3,290
Excess earned income credit (refundable) amount [9] $6,831,000
Number of returns with additional child tax credit 3,150
Additional child tax credit amount $4,370,000
Number of returns with refundable education credit 1,000
Refundable education credit amount $798,000
Number of returns with income tax 9,470
Income tax amount [10] $20,814,000
Number of returns with tax liability 10,000
Total tax liability amount [11] $23,611,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,780
Tax due at time of filing amount [12] $2,964,000
Number of returns with overpayments refunded 11,170
Overpayments refunded amount [13] $30,606,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $41,000

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

Number of returns 5,690
Number of single returns 2,030
Number of joint returns 2,150
Number of head of household returns 1,410
Number of returns with paid preparer's signature 4,170
Number of exemptions 14,210
Number of dependents 6,370
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] 630
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $346,684,000
Number of returns with total income 5,690
Salaries and wages amount $348,792,000
Number of returns with salaries and wages 5,380
Salaries and wages amount $312,968
Number of returns with taxable interest 1,670
Taxable interest amount $371
Number of returns with ordinary dividends 280
Ordinary dividends amount $355,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $216
Number of returns with state and local income tax refunds 1,680
State and local income tax refunds amount $1,788
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $4,963,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $552,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,123,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $14,964,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,371,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $6,269,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,789,000
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $2,108,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
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 $233,000
Number of returns with IRA payments 80
IRA payments amount $282,000
Number of returns with student loan interest deduction 530
Student loan interest deduction amount $504,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $97,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,780
Total itemized deductions amount $57,100,000
Amount of AGI for itemized returns $172,397,000
Number of returns with State and local income taxes 2,160
State and local income taxes amount $5,454,000
Number of returns with State and local general sales tax 570
State and local general sales tax amount $1,354,000
Number of returns with real estate taxes 1,900
Real estate taxes amount $6,784,000
Number of returns with taxes paid 2,780
Taxes paid amount $15,717,000
Number of returns with mortgage interest paid 1,870
Mortgage interest paid amount $17,765,000
Number of returns with contributions 2,360
Contributions amount $6,509,000
Number of returns with taxable income 5,660
Taxable income amount $204,620,000
Number of returns with income tax before credits 5,660
Income tax before credits amount $28,386,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,610
Total tax credits amount $4,080,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 400
Child and dependent care credit amount $286,000
Number of returns with nonrefundable education credit 520
Nonrefundable education credit amount $556,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $59,000
Number of returns with child tax credit 2,020
Child tax credit amount $2,993,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $97,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,050,000
Number of returns with total tax payments 5,600
Total tax payments amount $35,778,000
Number of returns with earned income credit 40
Earned income credit amount [8] $16,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $8,000
Number of returns with additional child tax credit 400
Additional child tax credit amount $512,000
Number of returns with refundable education credit 400
Refundable education credit amount $321,000
Number of returns with income tax 5,240
Income tax amount [10] $24,305,000
Number of returns with tax liability 5,310
Total tax liability amount [11] $25,616,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,210
Tax due at time of filing amount [12] $2,918,000
Number of returns with overpayments refunded 4,460
Overpayments refunded amount [13] $12,830,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $58,000

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

Number of returns 2,670
Number of single returns 650
Number of joint returns 1,500
Number of head of household returns 490
Number of returns with paid preparer's signature 1,980
Number of exemptions 7,400
Number of dependents 3,230
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] 220
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $229,933,000
Number of returns with total income 2,670
Salaries and wages amount $230,992,000
Number of returns with salaries and wages 2,540
Salaries and wages amount $204,859
Number of returns with taxable interest 1,230
Taxable interest amount $240
Number of returns with ordinary dividends 210
Ordinary dividends amount $313,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $218
Number of returns with state and local income tax refunds 1,280
State and local income tax refunds amount $1,835
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,059,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $189,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,211,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $11,316,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $797,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $4,241,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,155,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,059,000
Number of returns with educator expenses 100
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 60
IRA payments amount $220,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $190,000
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 1,880
Total itemized deductions amount $45,298,000
Amount of AGI for itemized returns $162,732,000
Number of returns with State and local income taxes 1,660
State and local income taxes amount $6,506,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $610,000
Number of returns with real estate taxes 1,490
Real estate taxes amount $5,748,000
Number of returns with taxes paid 1,880
Taxes paid amount $14,361,000
Number of returns with mortgage interest paid 1,470
Mortgage interest paid amount $15,323,000
Number of returns with contributions 1,650
Contributions amount $5,402,000
Number of returns with taxable income 2,670
Taxable income amount $146,161,000
Number of returns with income tax before credits 2,670
Income tax before credits amount $21,919,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $41,000
Number of returns with total tax credits 1,240
Total tax credits amount $2,220,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $148,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $300,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,000
Child tax credit amount $1,594,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $125,000
Number of returns with self-employment tax 210
Self-employment tax amount $627,000
Number of returns with total tax payments 2,650
Total tax payments amount $26,025,000
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 40
Additional child tax credit amount $57,000
Number of returns with refundable education credit 230
Refundable education credit amount $167,000
Number of returns with income tax 2,630
Income tax amount [10] $19,699,000
Number of returns with tax liability 2,640
Total tax liability amount [11] $20,532,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $1,880,000
Number of returns with overpayments refunded 2,070
Overpayments refunded amount [13] $7,259,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,270
Number of single returns 420
Number of joint returns 1,580
Number of head of household returns 280
Number of returns with paid preparer's signature 1,720
Number of exemptions 6,550
Number of dependents 2,710
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] 150
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $289,755,000
Number of returns with total income 2,270
Salaries and wages amount $291,263,000
Number of returns with salaries and wages 2,180
Salaries and wages amount $252,818
Number of returns with taxable interest 1,350
Taxable interest amount $341
Number of returns with ordinary dividends 280
Ordinary dividends amount $597,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $421
Number of returns with state and local income tax refunds 1,210
State and local income tax refunds amount $2,303
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $3,026,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $2,820,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,725,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $15,122,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $873,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,959,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,452,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,508,000
Number of returns with educator expenses 120
Educator expenses amount $33,000
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 $220,000
Number of returns with IRA payments 60
IRA payments amount $277,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $281,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $81,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,960
Total itemized deductions amount $57,452,000
Amount of AGI for itemized returns $252,057,000
Number of returns with State and local income taxes 1,820
State and local income taxes amount $12,360,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $546,000
Number of returns with real estate taxes 1,650
Real estate taxes amount $6,932,000
Number of returns with taxes paid 1,960
Taxes paid amount $21,476,000
Number of returns with mortgage interest paid 1,590
Mortgage interest paid amount $17,743,000
Number of returns with contributions 1,720
Contributions amount $7,397,000
Number of returns with taxable income 2,270
Taxable income amount $202,059,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $34,537,000
Number of returns with alternative minimum tax 140
Alternative minimum tax amount $274,000
Number of returns with total tax credits 910
Total tax credits amount $1,643,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $177,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $304,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $839,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $217,000
Number of returns with self-employment tax 190
Self-employment tax amount $596,000
Number of returns with total tax payments 2,260
Total tax payments amount $37,380,000
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 200
Refundable education credit amount $178,000
Number of returns with income tax 2,270
Income tax amount [10] $32,894,000
Number of returns with tax liability 2,270
Total tax liability amount [11] $33,875,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $3,326,000
Number of returns with overpayments refunded 1,550
Overpayments refunded amount [13] $6,646,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $187,000

Adjusted Gross Income: $200,000 or more

Number of returns 170
Number of single returns 30
Number of joint returns 120
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 450
Number of dependents 160
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] 50
Adjust gross income (AGI) [5] $49,008,000
Number of returns with total income 170
Salaries and wages amount $49,384,000
Number of returns with salaries and wages 150
Salaries and wages amount $26,012
Number of returns with taxable interest 120
Taxable interest amount $143
Number of returns with ordinary dividends 50
Ordinary dividends amount $1,001,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $645
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $178
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $1,305,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $6,425,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,468,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $3,936,000
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 30
Taxable Social Security benefits amount $735,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $3,793,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $376,000
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 0
Self-employment health insurance deduction amount $0
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $7,734,000
Amount of AGI for itemized returns $44,614,000
Number of returns with State and local income taxes 150
State and local income taxes amount $2,780,000
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 140
Real estate taxes amount $736,000
Number of returns with taxes paid 160
Taxes paid amount $3,660,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,720,000
Number of returns with contributions 140
Contributions amount $968,000
Number of returns with taxable income 170
Taxable income amount $39,485,000
Number of returns with income tax before credits 170
Income tax before credits amount $9,065,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $400,000
Number of returns with total tax credits 30
Total tax credits amount $49,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 30
Self-employment tax amount $215,000
Number of returns with total tax payments 170
Total tax payments amount $7,636,000
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 170
Income tax amount [10] $9,016,000
Number of returns with tax liability 170
Total tax liability amount [11] $9,541,000
Number of returns with net investment income tax 70
Net investment income tax $121,000
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $2,554,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $555,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.