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ZIP Code Database - Facts & Stats

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ZIP Code 91311 Income Tax Stats

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

ZIP Code 91311 Data

Zip Code:91311
City:Chatsworth
State:CA [California]
Counties: LOS ANGELES, CA
City Alias(es):Chatsworth
Area Code:818 / 747
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





91311 Income Tax Overview

Total Number of Tax Returns for ZIP Code 91311 [1] 18,840
Total Number of Single Tax Returns for ZIP Code 91311 5,830
Total Number of Joint Tax Returns for ZIP Code 91311 6,820
Total Number of Dependents for ZIP Code 91311 9,970
Total Adjusted Gross Income for ZIP Code 91311 $1,723,393,000
Average Income per Person for ZIP Code 91311 $47,143
Average Income per Household for ZIP Code 91311 $91,475

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 5,630
Number of single returns 4,360
Number of joint returns 650
Number of head of household returns 540
Number of returns with paid preparer's signature 3,550
Number of exemptions 6,660
Number of dependents 1,430
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 420
Number of elderly returns [4] 1,250
Adjust gross income (AGI) [5] $68,326,000
Number of returns with total income 5,630
Salaries and wages amount $70,623,000
Number of returns with salaries and wages 3,810
Salaries and wages amount $47,935
Number of returns with taxable interest 970
Taxable interest amount $754
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,290,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $810
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $104
Number of returns with business or professional net income (less loss) 1,530
Business or professional net income (less loss) amount $11,803,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $242,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $2,508,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $4,679,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $874,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $559,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $36,000
Number of returns with total statutory adjustments 1,580
Total statutory adjustments amount $2,297,000
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 180
Self-employment health insurance deduction amount $698,000
Number of returns with IRA payments 30
IRA payments amount $116,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $177,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $212,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $10,236,000
Amount of AGI for itemized returns $7,454,000
Number of returns with State and local income taxes 150
State and local income taxes amount $216,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $265,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,639,000
Number of returns with taxes paid 550
Taxes paid amount $2,283,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $3,315,000
Number of returns with contributions 340
Contributions amount $580,000
Number of returns with taxable income 2,610
Taxable income amount $16,088,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $1,712,000
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 $230,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 90
Child tax credit amount $32,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,310
Self-employment tax amount $1,924,000
Number of returns with total tax payments 4,720
Total tax payments amount $8,679,000
Number of returns with earned income credit 1,630
Earned income credit amount [8] $2,930,000
Number of returns with excess earned income credit 1,140
Excess earned income credit (refundable) amount [9] $2,172,000
Number of returns with additional child tax credit 580
Additional child tax credit amount $692,000
Number of returns with refundable education credit 350
Refundable education credit amount $254,000
Number of returns with income tax 2,210
Income tax amount [10] $1,481,000
Number of returns with tax liability 3,260
Total tax liability amount [11] $3,498,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,070
Tax due at time of filing amount [12] $1,045,000
Number of returns with overpayments refunded 3,980
Overpayments refunded amount [13] $6,053,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $145,000

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

Number of returns 3,860
Number of single returns 2,350
Number of joint returns 810
Number of head of household returns 630
Number of returns with paid preparer's signature 2,510
Number of exemptions 6,480
Number of dependents 1,840
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 870
Adjust gross income (AGI) [5] $142,516,000
Number of returns with total income 3,860
Salaries and wages amount $145,304,000
Number of returns with salaries and wages 3,230
Salaries and wages amount $112,630
Number of returns with taxable interest 890
Taxable interest amount $852
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,473,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $899
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $307
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $10,305,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $1,188,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,016,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $8,078,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $968,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $3,964,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,174,000
Number of returns with total statutory adjustments 1,060
Total statutory adjustments amount $2,788,000
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 $276,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $797,000
Number of returns with IRA payments 100
IRA payments amount $459,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $364,000
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 950
Total itemized deductions amount $18,614,000
Amount of AGI for itemized returns $37,134,000
Number of returns with State and local income taxes 500
State and local income taxes amount $965,000
Number of returns with State and local general sales tax 410
State and local general sales tax amount $462,000
Number of returns with real estate taxes 650
Real estate taxes amount $3,187,000
Number of returns with taxes paid 950
Taxes paid amount $4,967,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $5,871,000
Number of returns with contributions 760
Contributions amount $1,713,000
Number of returns with taxable income 3,670
Taxable income amount $75,678,000
Number of returns with income tax before credits 3,660
Income tax before credits amount $9,511,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,240
Total tax credits amount $1,058,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $358,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $74,000
Number of returns with child tax credit 560
Child tax credit amount $519,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 610
Self-employment tax amount $1,714,000
Number of returns with total tax payments 3,650
Total tax payments amount $14,729,000
Number of returns with earned income credit 620
Earned income credit amount [8] $1,161,000
Number of returns with excess earned income credit 430
Excess earned income credit (refundable) amount [9] $803,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $501,000
Number of returns with refundable education credit 250
Refundable education credit amount $190,000
Number of returns with income tax 3,250
Income tax amount [10] $8,453,000
Number of returns with tax liability 3,460
Total tax liability amount [11] $10,302,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $1,911,000
Number of returns with overpayments refunded 2,840
Overpayments refunded amount [13] $6,005,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $261,000

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

Number of returns 2,590
Number of single returns 1,320
Number of joint returns 850
Number of head of household returns 360
Number of returns with paid preparer's signature 1,800
Number of exemptions 4,840
Number of dependents 1,400
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] 170
Number of elderly returns [4] 760
Adjust gross income (AGI) [5] $160,801,000
Number of returns with total income 2,590
Salaries and wages amount $163,237,000
Number of returns with salaries and wages 2,170
Salaries and wages amount $122,438
Number of returns with taxable interest 980
Taxable interest amount $544
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,962,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,277
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $788
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $6,705,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $1,715,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $5,106,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $12,167,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $763,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,692,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,872,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $2,436,000
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 110
Self-employment health insurance deduction amount $629,000
Number of returns with IRA payments 90
IRA payments amount $493,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $318,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $99,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,210
Total itemized deductions amount $26,574,000
Amount of AGI for itemized returns $76,280,000
Number of returns with State and local income taxes 880
State and local income taxes amount $2,640,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $526,000
Number of returns with real estate taxes 890
Real estate taxes amount $4,376,000
Number of returns with taxes paid 1,210
Taxes paid amount $8,066,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $8,264,000
Number of returns with contributions 1,020
Contributions amount $2,608,000
Number of returns with taxable income 2,560
Taxable income amount $103,134,000
Number of returns with income tax before credits 2,550
Income tax before credits amount $14,887,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $1,030,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $221,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 470
Child tax credit amount $643,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,147,000
Number of returns with total tax payments 2,510
Total tax payments amount $17,957,000
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 90
Additional child tax credit amount $108,000
Number of returns with refundable education credit 150
Refundable education credit amount $123,000
Number of returns with income tax 2,450
Income tax amount [10] $13,857,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $15,164,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $2,056,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $4,540,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $243,000

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

Number of returns 1,950
Number of single returns 720
Number of joint returns 930
Number of head of household returns 260
Number of returns with paid preparer's signature 1,390
Number of exemptions 4,120
Number of dependents 1,240
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] 90
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $169,001,000
Number of returns with total income 1,950
Salaries and wages amount $171,668,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $127,434
Number of returns with taxable interest 1,000
Taxable interest amount $754
Number of returns with ordinary dividends 490
Ordinary dividends amount $2,080,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,437
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $1,229
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $6,519,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $2,183,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $5,241,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $12,550,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $584,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $7,870,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $3,338,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $2,667,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $171,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $682,000
Number of returns with IRA payments 60
IRA payments amount $384,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $135,000
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 $124,000
Number of returns with itemized deductions 1,300
Total itemized deductions amount $31,596,000
Amount of AGI for itemized returns $113,090,000
Number of returns with State and local income taxes 1,120
State and local income taxes amount $5,271,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $366,000
Number of returns with real estate taxes 1,000
Real estate taxes amount $5,150,000
Number of returns with taxes paid 1,300
Taxes paid amount $11,343,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $10,687,000
Number of returns with contributions 1,110
Contributions amount $3,333,000
Number of returns with taxable income 1,940
Taxable income amount $113,986,000
Number of returns with income tax before credits 1,930
Income tax before credits amount $17,762,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $992,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $39,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $67,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $610,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $77,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,136,000
Number of returns with total tax payments 1,900
Total tax payments amount $20,326,000
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 $30,000
Number of returns with refundable education credit 110
Refundable education credit amount $82,000
Number of returns with income tax 1,910
Income tax amount [10] $16,770,000
Number of returns with tax liability 1,920
Total tax liability amount [11] $18,025,000
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] $2,333,000
Number of returns with overpayments refunded 1,260
Overpayments refunded amount [13] $4,367,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $212,000

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

Number of returns 3,410
Number of single returns 730
Number of joint returns 2,410
Number of head of household returns 250
Number of returns with paid preparer's signature 2,590
Number of exemptions 8,720
Number of dependents 2,900
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] 130
Number of elderly returns [4] 1,180
Adjust gross income (AGI) [5] $474,399,000
Number of returns with total income 3,410
Salaries and wages amount $480,813,000
Number of returns with salaries and wages 2,960
Salaries and wages amount $347,673
Number of returns with taxable interest 2,260
Taxable interest amount $3,369
Number of returns with ordinary dividends 1,210
Ordinary dividends amount $6,635,000
Number of returns with qualified dividends 1,130
Qualified dividends amount [6] $4,842
Number of returns with state and local income tax refunds 1,770
State and local income tax refunds amount $3,607
Number of returns with business or professional net income (less loss) 780
Business or professional net income (less loss) amount $16,881,000
Number of returns with net capital gain (less loss) 1,160
Net capital gain (less loss) amount $10,928,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $14,114,000
Number of returns with taxable pensions and annuities 790
Taxable pensions and annuities amount $34,976,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $1,258,000
Number of returns with taxable Social Security benefits 780
Taxable Social Security benefits amount $18,132,000
Number of returns with partnership/S-corp net income (less loss) 490
Partnership/S-corp net income (less loss) amount $16,013,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $6,414,000
Number of returns with educator expenses 190
Educator expenses amount $57,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,026,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $1,667,000
Number of returns with IRA payments 160
IRA payments amount $1,025,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $286,000
Number of returns with tuition and fees deduction 50
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 2,960
Total itemized deductions amount $96,369,000
Amount of AGI for itemized returns $416,871,000
Number of returns with State and local income taxes 2,740
State and local income taxes amount $22,358,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $495,000
Number of returns with real estate taxes 2,540
Real estate taxes amount $16,400,000
Number of returns with taxes paid 2,960
Taxes paid amount $40,969,000
Number of returns with mortgage interest paid 2,300
Mortgage interest paid amount $30,325,000
Number of returns with contributions 2,640
Contributions amount $10,128,000
Number of returns with taxable income 3,410
Taxable income amount $337,303,000
Number of returns with income tax before credits 3,400
Income tax before credits amount $59,212,000
Number of returns with alternative minimum tax 240
Alternative minimum tax amount $541,000
Number of returns with total tax credits 1,310
Total tax credits amount $1,858,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $91,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $204,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $318,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $600,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $454,000
Number of returns with self-employment tax 580
Self-employment tax amount $2,811,000
Number of returns with total tax payments 3,350
Total tax payments amount $64,485,000
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 230
Refundable education credit amount $185,000
Number of returns with income tax 3,390
Income tax amount [10] $57,355,000
Number of returns with tax liability 3,400
Total tax liability amount [11] $60,538,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,250
Tax due at time of filing amount [12] $7,067,000
Number of returns with overpayments refunded 1,960
Overpayments refunded amount [13] $9,576,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $1,338,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,400
Number of single returns 180
Number of joint returns 1,170
Number of head of household returns 40
Number of returns with paid preparer's signature 1,140
Number of exemptions 3,730
Number of dependents 1,160
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] 570
Adjust gross income (AGI) [5] $708,350,000
Number of returns with total income 1,400
Salaries and wages amount $720,889,000
Number of returns with salaries and wages 1,210
Salaries and wages amount $336,251
Number of returns with taxable interest 1,170
Taxable interest amount $12,643
Number of returns with ordinary dividends 820
Ordinary dividends amount $27,030,000
Number of returns with qualified dividends 780
Qualified dividends amount [6] $23,377
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $6,660
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $21,402,000
Number of returns with net capital gain (less loss) 830
Net capital gain (less loss) amount $75,450,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $13,934,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $22,116,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $306,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $9,833,000
Number of returns with partnership/S-corp net income (less loss) 560
Partnership/S-corp net income (less loss) amount $155,571,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $12,539,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,931,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,553,000
Number of returns with IRA payments 60
IRA payments amount $592,000
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 $1,328,000
Number of returns with itemized deductions 1,380
Total itemized deductions amount $139,663,000
Amount of AGI for itemized returns $701,256,000
Number of returns with State and local income taxes 1,340
State and local income taxes amount $67,218,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $128,000
Number of returns with real estate taxes 1,290
Real estate taxes amount $15,122,000
Number of returns with taxes paid 1,380
Taxes paid amount $83,369,000
Number of returns with mortgage interest paid 1,110
Mortgage interest paid amount $20,045,000
Number of returns with contributions 1,290
Contributions amount $12,470,000
Number of returns with taxable income 1,400
Taxable income amount $557,866,000
Number of returns with income tax before credits 1,400
Income tax before credits amount $159,335,000
Number of returns with alternative minimum tax 940
Alternative minimum tax amount $7,718,000
Number of returns with total tax credits 540
Total tax credits amount $3,594,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $1,251,000
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 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 50
Residential energy tax credit amount $389,000
Number of returns with self-employment tax 330
Self-employment tax amount $3,090,000
Number of returns with total tax payments 1,380
Total tax payments amount $168,987,000
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 1,400
Income tax amount [10] $155,741,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $163,452,000
Number of returns with net investment income tax 760
Net investment income tax $3,081,000
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $16,869,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $6,436,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $15,736,000

[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.