Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 91206 Income Tax Stats

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

ZIP Code 91206 Data

Zip Code:91206
City:Glendale
State:CA [California]
Counties: LOS ANGELES, CA
City Alias(es):Glendale
Area Code:323 / 626 / 213
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


91206 Income Tax Overview

Total Number of Tax Returns for ZIP Code 91206 [1] 15,210
Total Number of Single Tax Returns for ZIP Code 91206 4,770
Total Number of Joint Tax Returns for ZIP Code 91206 5,510
Total Number of Dependents for ZIP Code 91206 8,040
Total Adjusted Gross Income for ZIP Code 91206 $1,153,017,000
Average Income per Person for ZIP Code 91206 $34,871
Average Income per Household for ZIP Code 91206 $75,807

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 5,270
Number of single returns 3,680
Number of joint returns 1,040
Number of head of household returns 470
Number of returns with paid preparer's signature 3,750
Number of exemptions 7,310
Number of dependents 1,740
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 240
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $63,286,000
Number of returns with total income 5,270
Salaries and wages amount $65,647,000
Number of returns with salaries and wages 3,570
Salaries and wages amount $44,565
Number of returns with taxable interest 670
Taxable interest amount $374
Number of returns with ordinary dividends 370
Ordinary dividends amount $763,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $449
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $87
Number of returns with business or professional net income (less loss) 2,080
Business or professional net income (less loss) amount $15,849,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $309,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,251,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,603,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $809,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $307,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $908,000
Number of returns with total statutory adjustments 2,020
Total statutory adjustments amount $2,361,000
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 110
Self-employment health insurance deduction amount $334,000
Number of returns with IRA payments 30
IRA payments amount $117,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $242,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $210,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $6,049,000
Amount of AGI for itemized returns $5,285,000
Number of returns with State and local income taxes 100
State and local income taxes amount $141,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $147,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,012,000
Number of returns with taxes paid 350
Taxes paid amount $1,416,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $2,116,000
Number of returns with contributions 200
Contributions amount $392,000
Number of returns with taxable income 2,160
Taxable income amount $12,535,000
Number of returns with income tax before credits 2,140
Income tax before credits amount $1,335,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $197,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $134,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 70
Child tax credit amount $20,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,780
Self-employment tax amount $2,414,000
Number of returns with total tax payments 4,480
Total tax payments amount $8,965,000
Number of returns with earned income credit 2,150
Earned income credit amount [8] $3,924,000
Number of returns with excess earned income credit 1,520
Excess earned income credit (refundable) amount [9] $2,753,000
Number of returns with additional child tax credit 710
Additional child tax credit amount $881,000
Number of returns with refundable education credit 360
Refundable education credit amount $298,000
Number of returns with income tax 1,840
Income tax amount [10] $1,138,000
Number of returns with tax liability 3,240
Total tax liability amount [11] $3,656,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $1,147,000
Number of returns with overpayments refunded 3,680
Overpayments refunded amount [13] $6,375,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $61,000

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

Number of returns 3,180
Number of single returns 1,810
Number of joint returns 820
Number of head of household returns 510
Number of returns with paid preparer's signature 2,240
Number of exemptions 5,640
Number of dependents 1,650
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 200
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $116,388,000
Number of returns with total income 3,180
Salaries and wages amount $118,835,000
Number of returns with salaries and wages 2,740
Salaries and wages amount $95,675
Number of returns with taxable interest 640
Taxable interest amount $517
Number of returns with ordinary dividends 300
Ordinary dividends amount $947,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $615
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $161
Number of returns with business or professional net income (less loss) 920
Business or professional net income (less loss) amount $10,002,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $391,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,439,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $5,713,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $920,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $2,214,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,941,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $2,447,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $213,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $447,000
Number of returns with IRA payments 80
IRA payments amount $416,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $433,000
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 640
Total itemized deductions amount $12,973,000
Amount of AGI for itemized returns $23,980,000
Number of returns with State and local income taxes 340
State and local income taxes amount $685,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $325,000
Number of returns with real estate taxes 360
Real estate taxes amount $1,803,000
Number of returns with taxes paid 630
Taxes paid amount $3,020,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $3,684,000
Number of returns with contributions 480
Contributions amount $1,205,000
Number of returns with taxable income 2,990
Taxable income amount $60,583,000
Number of returns with income tax before credits 3,000
Income tax before credits amount $7,680,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,000
Total tax credits amount $796,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $291,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 440
Child tax credit amount $391,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 680
Self-employment tax amount $1,709,000
Number of returns with total tax payments 3,000
Total tax payments amount $12,387,000
Number of returns with earned income credit 540
Earned income credit amount [8] $1,199,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $774,000
Number of returns with additional child tax credit 340
Additional child tax credit amount $428,000
Number of returns with refundable education credit 200
Refundable education credit amount $164,000
Number of returns with income tax 2,670
Income tax amount [10] $6,884,000
Number of returns with tax liability 2,880
Total tax liability amount [11] $8,770,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,710,000
Number of returns with overpayments refunded 2,360
Overpayments refunded amount [13] $5,162,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $115,000

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

Number of returns 2,040
Number of single returns 1,030
Number of joint returns 690
Number of head of household returns 270
Number of returns with paid preparer's signature 1,420
Number of exemptions 3,810
Number of dependents 1,080
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] 100
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $125,384,000
Number of returns with total income 2,040
Salaries and wages amount $127,504,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $102,496
Number of returns with taxable interest 680
Taxable interest amount $448
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,054,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $714
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $473
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $5,694,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,005,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,296,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $5,941,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $642,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $4,511,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,541,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $2,120,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $407,000
Number of returns with IRA payments 90
IRA payments amount $421,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $347,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 800
Total itemized deductions amount $17,192,000
Amount of AGI for itemized returns $49,954,000
Number of returns with State and local income taxes 600
State and local income taxes amount $1,779,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $259,000
Number of returns with real estate taxes 490
Real estate taxes amount $2,312,000
Number of returns with taxes paid 800
Taxes paid amount $4,660,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $4,513,000
Number of returns with contributions 670
Contributions amount $1,844,000
Number of returns with taxable income 2,020
Taxable income amount $81,907,000
Number of returns with income tax before credits 2,010
Income tax before credits amount $11,967,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $763,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $200,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 350
Child tax credit amount $456,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 340
Self-employment tax amount $1,056,000
Number of returns with total tax payments 1,970
Total tax payments amount $14,043,000
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 50
Additional child tax credit amount $59,000
Number of returns with refundable education credit 120
Refundable education credit amount $102,000
Number of returns with income tax 1,950
Income tax amount [10] $11,203,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $12,358,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $1,887,000
Number of returns with overpayments refunded 1,350
Overpayments refunded amount [13] $3,307,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $215,000

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

Number of returns 1,370
Number of single returns 560
Number of joint returns 640
Number of head of household returns 150
Number of returns with paid preparer's signature 990
Number of exemptions 2,890
Number of dependents 880
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] 50
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $118,742,000
Number of returns with total income 1,370
Salaries and wages amount $120,107,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $93,442
Number of returns with taxable interest 570
Taxable interest amount $606
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,322,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $951
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $654
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,793,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,159,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,437,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,271,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $483,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,146,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $4,361,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,365,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 $403,000
Number of returns with IRA payments 40
IRA payments amount $231,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $158,000
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 770
Total itemized deductions amount $18,234,000
Amount of AGI for itemized returns $67,689,000
Number of returns with State and local income taxes 680
State and local income taxes amount $3,206,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $184,000
Number of returns with real estate taxes 480
Real estate taxes amount $2,623,000
Number of returns with taxes paid 770
Taxes paid amount $6,352,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $5,225,000
Number of returns with contributions 650
Contributions amount $2,207,000
Number of returns with taxable income 1,370
Taxable income amount $82,406,000
Number of returns with income tax before credits 1,370
Income tax before credits amount $13,219,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $705,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $435,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $752,000
Number of returns with total tax payments 1,340
Total tax payments amount $14,744,000
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 80
Refundable education credit amount $59,000
Number of returns with income tax 1,360
Income tax amount [10] $12,514,000
Number of returns with tax liability 1,360
Total tax liability amount [11] $13,400,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,633,000
Number of returns with overpayments refunded 850
Overpayments refunded amount [13] $2,689,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $305,000

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

Number of returns 2,260
Number of single returns 620
Number of joint returns 1,430
Number of head of household returns 180
Number of returns with paid preparer's signature 1,700
Number of exemptions 5,350
Number of dependents 1,660
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $310,300,000
Number of returns with total income 2,260
Salaries and wages amount $314,528,000
Number of returns with salaries and wages 1,950
Salaries and wages amount $230,467
Number of returns with taxable interest 1,360
Taxable interest amount $1,895
Number of returns with ordinary dividends 800
Ordinary dividends amount $4,894,000
Number of returns with qualified dividends 760
Qualified dividends amount [6] $3,444
Number of returns with state and local income tax refunds 1,040
State and local income tax refunds amount $2,231
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $10,165,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $6,458,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $9,278,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $19,752,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $822,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $9,765,000
Number of returns with partnership/S-corp net income (less loss) 390
Partnership/S-corp net income (less loss) amount $12,438,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $4,228,000
Number of returns with educator expenses 100
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $614,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,052,000
Number of returns with IRA payments 110
IRA payments amount $667,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $244,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,860
Total itemized deductions amount $58,289,000
Amount of AGI for itemized returns $260,304,000
Number of returns with State and local income taxes 1,740
State and local income taxes amount $15,003,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $237,000
Number of returns with real estate taxes 1,350
Real estate taxes amount $8,925,000
Number of returns with taxes paid 1,860
Taxes paid amount $25,129,000
Number of returns with mortgage interest paid 1,170
Mortgage interest paid amount $16,849,000
Number of returns with contributions 1,610
Contributions amount $6,685,000
Number of returns with taxable income 2,260
Taxable income amount $225,593,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $40,582,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $386,000
Number of returns with total tax credits 780
Total tax credits amount $1,017,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $77,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $111,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $323,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $137,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,869,000
Number of returns with total tax payments 2,220
Total tax payments amount $44,172,000
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 110
Refundable education credit amount $92,000
Number of returns with income tax 2,250
Income tax amount [10] $39,565,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $41,706,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $4,703,000
Number of returns with overpayments refunded 1,300
Overpayments refunded amount [13] $6,228,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $873,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,090
Number of single returns 150
Number of joint returns 890
Number of head of household returns 40
Number of returns with paid preparer's signature 890
Number of exemptions 3,010
Number of dependents 1,030
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] 350
Adjust gross income (AGI) [5] $418,917,000
Number of returns with total income 1,090
Salaries and wages amount $426,739,000
Number of returns with salaries and wages 950
Salaries and wages amount $239,520
Number of returns with taxable interest 880
Taxable interest amount $4,429
Number of returns with ordinary dividends 600
Ordinary dividends amount $7,650,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $5,990
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $2,466
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $9,502,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $26,047,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $7,282,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $14,943,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $305,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $5,972,000
Number of returns with partnership/S-corp net income (less loss) 450
Partnership/S-corp net income (less loss) amount $83,872,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $7,822,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,932,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,694,000
Number of returns with IRA payments 40
IRA payments amount $317,000
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 30
Domestic production activities deduction amount $685,000
Number of returns with itemized deductions 1,080
Total itemized deductions amount $83,901,000
Amount of AGI for itemized returns $415,559,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $34,008,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $76,000
Number of returns with real estate taxes 950
Real estate taxes amount $9,573,000
Number of returns with taxes paid 1,080
Taxes paid amount $44,240,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $15,622,000
Number of returns with contributions 980
Contributions amount $9,794,000
Number of returns with taxable income 1,090
Taxable income amount $327,762,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $88,736,000
Number of returns with alternative minimum tax 750
Alternative minimum tax amount $5,347,000
Number of returns with total tax credits 420
Total tax credits amount $1,033,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $309,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $80,000
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 30
Residential energy tax credit amount $151,000
Number of returns with self-employment tax 260
Self-employment tax amount $2,274,000
Number of returns with total tax payments 1,080
Total tax payments amount $88,660,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,090
Income tax amount [10] $87,703,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $92,106,000
Number of returns with net investment income tax 620
Net investment income tax $1,182,000
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $13,777,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $3,823,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $6,323,000

[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.