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 91354 Income Tax Stats

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

ZIP Code 91354 Data

Zip Code:91354
City:Valencia
State:CA [California]
Counties: LOS ANGELES, CA
City Alias(es):Valencia
Area Code:805 / 820
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


91354 Income Tax Overview

Total Number of Tax Returns for ZIP Code 91354 [1] 14,720
Total Number of Single Tax Returns for ZIP Code 91354 5,480
Total Number of Joint Tax Returns for ZIP Code 91354 7,090
Total Number of Dependents for ZIP Code 91354 11,530
Total Adjusted Gross Income for ZIP Code 91354 $1,542,979,000
Average Income per Person for ZIP Code 91354 $53,721
Average Income per Household for ZIP Code 91354 $104,822

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 3,450
Number of single returns 2,920
Number of joint returns 290
Number of head of household returns 190
Number of returns with paid preparer's signature 1,780
Number of exemptions 3,010
Number of dependents 570
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 230
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $38,387,000
Number of returns with total income 3,450
Salaries and wages amount $39,353,000
Number of returns with salaries and wages 2,720
Salaries and wages amount $30,756
Number of returns with taxable interest 570
Taxable interest amount $311
Number of returns with ordinary dividends 360
Ordinary dividends amount $566,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $309
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $62
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $4,064,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $198,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,199,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $2,556,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $499,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $204,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($217,000)
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $966,000
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 50
Self-employment health insurance deduction amount $190,000
Number of returns with IRA payments 30
IRA payments amount $104,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $135,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $119,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $6,222,000
Amount of AGI for itemized returns $4,574,000
Number of returns with State and local income taxes 90
State and local income taxes amount $136,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $147,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,350,000
Number of returns with taxes paid 310
Taxes paid amount $1,771,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,925,000
Number of returns with contributions 200
Contributions amount $335,000
Number of returns with taxable income 1,660
Taxable income amount $10,220,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $1,089,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $32,000
Number of returns with total tax credits 370
Total tax credits amount $146,000
Number of returns with foreign tax credit 30
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 190
Nonrefundable education credit amount $101,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 40
Child tax credit amount $15,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 510
Self-employment tax amount $708,000
Number of returns with total tax payments 2,990
Total tax payments amount $4,454,000
Number of returns with earned income credit 630
Earned income credit amount [8] $1,130,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $848,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $272,000
Number of returns with refundable education credit 230
Refundable education credit amount $170,000
Number of returns with income tax 1,450
Income tax amount [10] $943,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $1,728,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $445,000
Number of returns with overpayments refunded 2,690
Overpayments refunded amount [13] $3,135,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $20,000

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

Number of returns 1,870
Number of single returns 1,140
Number of joint returns 420
Number of head of household returns 280
Number of returns with paid preparer's signature 1,100
Number of exemptions 3,130
Number of dependents 880
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $68,963,000
Number of returns with total income 1,870
Salaries and wages amount $70,764,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $52,389
Number of returns with taxable interest 550
Taxable interest amount $564
Number of returns with ordinary dividends 270
Ordinary dividends amount $571,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $378
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $187
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $5,462,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $423,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,938,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $5,135,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $560,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $2,214,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $849,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,801,000
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 90
Self-employment health insurance deduction amount $432,000
Number of returns with IRA payments 50
IRA payments amount $276,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $240,000
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 590
Total itemized deductions amount $12,085,000
Amount of AGI for itemized returns $22,762,000
Number of returns with State and local income taxes 290
State and local income taxes amount $549,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $355,000
Number of returns with real estate taxes 430
Real estate taxes amount $2,579,000
Number of returns with taxes paid 590
Taxes paid amount $3,688,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $3,910,000
Number of returns with contributions 470
Contributions amount $1,001,000
Number of returns with taxable income 1,750
Taxable income amount $35,153,000
Number of returns with income tax before credits 1,740
Income tax before credits amount $4,440,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $536,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $174,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 320
Child tax credit amount $273,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,005,000
Number of returns with total tax payments 1,750
Total tax payments amount $7,276,000
Number of returns with earned income credit 310
Earned income credit amount [8] $610,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $394,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $297,000
Number of returns with refundable education credit 120
Refundable education credit amount $94,000
Number of returns with income tax 1,510
Income tax amount [10] $3,905,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $4,989,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $950,000
Number of returns with overpayments refunded 1,370
Overpayments refunded amount [13] $3,150,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $52,000

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

Number of returns 1,620
Number of single returns 790
Number of joint returns 540
Number of head of household returns 260
Number of returns with paid preparer's signature 1,090
Number of exemptions 3,090
Number of dependents 940
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] 140
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $101,695,000
Number of returns with total income 1,620
Salaries and wages amount $103,574,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $74,813
Number of returns with taxable interest 760
Taxable interest amount $559
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,198,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $787
Number of returns with state and local income tax refunds 510
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 $4,608,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $808,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,673,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $9,196,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $477,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $4,695,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,822,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,879,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $311,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $485,000
Number of returns with IRA payments 50
IRA payments amount $249,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $232,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 940
Total itemized deductions amount $22,245,000
Amount of AGI for itemized returns $59,412,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,168,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $460,000
Number of returns with real estate taxes 740
Real estate taxes amount $4,650,000
Number of returns with taxes paid 930
Taxes paid amount $7,714,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $6,971,000
Number of returns with contributions 780
Contributions amount $2,086,000
Number of returns with taxable income 1,590
Taxable income amount $61,600,000
Number of returns with income tax before credits 1,590
Income tax before credits amount $8,933,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $753,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $165,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 340
Child tax credit amount $463,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $888,000
Number of returns with total tax payments 1,560
Total tax payments amount $11,484,000
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 70
Additional child tax credit amount $93,000
Number of returns with refundable education credit 120
Refundable education credit amount $96,000
Number of returns with income tax 1,510
Income tax amount [10] $8,180,000
Number of returns with tax liability 1,560
Total tax liability amount [11] $9,158,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $1,310,000
Number of returns with overpayments refunded 1,130
Overpayments refunded amount [13] $3,462,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $150,000

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

Number of returns 1,570
Number of single returns 510
Number of joint returns 800
Number of head of household returns 220
Number of returns with paid preparer's signature 1,040
Number of exemptions 3,690
Number of dependents 1,320
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] 390
Adjust gross income (AGI) [5] $136,414,000
Number of returns with total income 1,570
Salaries and wages amount $138,383,000
Number of returns with salaries and wages 1,380
Salaries and wages amount $106,761
Number of returns with taxable interest 860
Taxable interest amount $528
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,241,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $783
Number of returns with state and local income tax refunds 770
State and local income tax refunds amount $1,243
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $4,576,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,191,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,875,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $10,989,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $587,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $4,910,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,292,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,969,000
Number of returns with educator expenses 120
Educator expenses amount $29,000
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 $464,000
Number of returns with IRA payments 70
IRA payments amount $423,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $162,000
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 1,210
Total itemized deductions amount $31,705,000
Amount of AGI for itemized returns $105,594,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $4,534,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $332,000
Number of returns with real estate taxes 990
Real estate taxes amount $6,672,000
Number of returns with taxes paid 1,210
Taxes paid amount $12,157,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $10,235,000
Number of returns with contributions 1,020
Contributions amount $2,964,000
Number of returns with taxable income 1,550
Taxable income amount $86,190,000
Number of returns with income tax before credits 1,550
Income tax before credits amount $13,185,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $1,119,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $749,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $97,000
Number of returns with self-employment tax 240
Self-employment tax amount $823,000
Number of returns with total tax payments 1,540
Total tax payments amount $16,131,000
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 60
Additional child tax credit amount $88,000
Number of returns with refundable education credit 100
Refundable education credit amount $78,000
Number of returns with income tax 1,500
Income tax amount [10] $12,065,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $13,006,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,375,000
Number of returns with overpayments refunded 1,130
Overpayments refunded amount [13] $4,288,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $190,000

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

Number of returns 4,330
Number of single returns 610
Number of joint returns 3,330
Number of head of household returns 350
Number of returns with paid preparer's signature 3,010
Number of exemptions 12,880
Number of dependents 5,220
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] 200
Number of elderly returns [4] 840
Adjust gross income (AGI) [5] $616,984,000
Number of returns with total income 4,330
Salaries and wages amount $623,806,000
Number of returns with salaries and wages 4,030
Salaries and wages amount $521,396
Number of returns with taxable interest 2,960
Taxable interest amount $1,745
Number of returns with ordinary dividends 1,300
Ordinary dividends amount $4,091,000
Number of returns with qualified dividends 1,230
Qualified dividends amount [6] $2,857
Number of returns with state and local income tax refunds 2,570
State and local income tax refunds amount $5,810
Number of returns with business or professional net income (less loss) 950
Business or professional net income (less loss) amount $12,987,000
Number of returns with net capital gain (less loss) 1,200
Net capital gain (less loss) amount $6,087,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $11,003,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $33,824,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,508,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $10,594,000
Number of returns with partnership/S-corp net income (less loss) 400
Partnership/S-corp net income (less loss) amount $12,082,000
Number of returns with total statutory adjustments 1,530
Total statutory adjustments amount $6,822,000
Number of returns with educator expenses 280
Educator expenses amount $80,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $983,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $1,387,000
Number of returns with IRA payments 180
IRA payments amount $974,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $435,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $166,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,930
Total itemized deductions amount $136,942,000
Amount of AGI for itemized returns $565,815,000
Number of returns with State and local income taxes 3,720
State and local income taxes amount $30,631,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $581,000
Number of returns with real estate taxes 3,490
Real estate taxes amount $27,766,000
Number of returns with taxes paid 3,930
Taxes paid amount $61,248,000
Number of returns with mortgage interest paid 3,330
Mortgage interest paid amount $45,028,000
Number of returns with contributions 3,560
Contributions amount $13,458,000
Number of returns with taxable income 4,330
Taxable income amount $423,009,000
Number of returns with income tax before credits 4,320
Income tax before credits amount $73,657,000
Number of returns with alternative minimum tax 360
Alternative minimum tax amount $730,000
Number of returns with total tax credits 1,960
Total tax credits amount $2,940,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $204,000
Number of returns with child and dependent care credit 520
Child and dependent care credit amount $314,000
Number of returns with nonrefundable education credit 450
Nonrefundable education credit amount $524,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 920
Child tax credit amount $1,098,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $456,000
Number of returns with self-employment tax 640
Self-employment tax amount $2,376,000
Number of returns with total tax payments 4,300
Total tax payments amount $83,941,000
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 410
Refundable education credit amount $322,000
Number of returns with income tax 4,300
Income tax amount [10] $70,717,000
Number of returns with tax liability 4,310
Total tax liability amount [11] $73,506,000
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] $5,712,000
Number of returns with overpayments refunded 2,990
Overpayments refunded amount [13] $15,346,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $706,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,880
Number of single returns 100
Number of joint returns 1,710
Number of head of household returns 60
Number of returns with paid preparer's signature 1,380
Number of exemptions 6,190
Number of dependents 2,600
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $580,536,000
Number of returns with total income 1,880
Salaries and wages amount $587,435,000
Number of returns with salaries and wages 1,810
Salaries and wages amount $458,228
Number of returns with taxable interest 1,560
Taxable interest amount $1,410
Number of returns with ordinary dividends 910
Ordinary dividends amount $5,728,000
Number of returns with qualified dividends 850
Qualified dividends amount [6] $4,344
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $2,809
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $12,970,000
Number of returns with net capital gain (less loss) 890
Net capital gain (less loss) amount $23,039,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,592,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $17,986,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $614,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,044,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $51,896,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $6,899,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,973,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,543,000
Number of returns with IRA payments 50
IRA payments amount $452,000
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 40
Domestic production activities deduction amount $441,000
Number of returns with itemized deductions 1,870
Total itemized deductions amount $107,784,000
Amount of AGI for itemized returns $576,337,000
Number of returns with State and local income taxes 1,830
State and local income taxes amount $42,782,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $121,000
Number of returns with real estate taxes 1,760
Real estate taxes amount $18,542,000
Number of returns with taxes paid 1,870
Taxes paid amount $62,834,000
Number of returns with mortgage interest paid 1,670
Mortgage interest paid amount $27,138,000
Number of returns with contributions 1,750
Contributions amount $12,117,000
Number of returns with taxable income 1,880
Taxable income amount $451,801,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $114,491,000
Number of returns with alternative minimum tax 1,440
Alternative minimum tax amount $8,604,000
Number of returns with total tax credits 670
Total tax credits amount $2,222,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $770,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $199,000
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 70
Residential energy tax credit amount $378,000
Number of returns with self-employment tax 330
Self-employment tax amount $2,137,000
Number of returns with total tax payments 1,870
Total tax payments amount $111,834,000
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 1,880
Income tax amount [10] $112,269,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $116,450,000
Number of returns with net investment income tax 850
Net investment income tax $776,000
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $12,923,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $6,322,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $1,857,000

[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.