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ZIP Code Database - Facts & Stats

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ZIP Code 91405 Income Tax Stats

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

ZIP Code 91405 Data

Zip Code:91405
City:Van Nuys
State:CA [California]
Counties: LOS ANGELES, CA
City Alias(es):Van Nuys
Area Code:818
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





91405 Income Tax Overview

Total Number of Tax Returns for ZIP Code 91405 [1] 23,400
Total Number of Single Tax Returns for ZIP Code 91405 5,900
Total Number of Joint Tax Returns for ZIP Code 91405 6,030
Total Number of Dependents for ZIP Code 91405 16,740
Total Adjusted Gross Income for ZIP Code 91405 $925,266,000
Average Income per Person for ZIP Code 91405 $18,091
Average Income per Household for ZIP Code 91405 $39,541

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 10,980
Number of single returns 7,300
Number of joint returns 1,650
Number of head of household returns 1,940
Number of returns with paid preparer's signature 8,110
Number of exemptions 18,180
Number of dependents 6,470
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 180
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 1,360
Number of elderly returns [4] 1,240
Adjust gross income (AGI) [5] $143,603,000
Number of returns with total income 10,980
Salaries and wages amount $147,244,000
Number of returns with salaries and wages 7,930
Salaries and wages amount $107,172
Number of returns with taxable interest 700
Taxable interest amount $313
Number of returns with ordinary dividends 270
Ordinary dividends amount $466,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $290
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $82
Number of returns with business or professional net income (less loss) 4,280
Business or professional net income (less loss) amount $33,626,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $194,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $922,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $2,440,000
Number of farm returns 0
Number of returns with unemployment compensation 390
Unemployment compensation amount [7] $1,720,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $211,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $549,000
Number of returns with total statutory adjustments 4,150
Total statutory adjustments amount $3,641,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $326,000
Number of returns with IRA payments 30
IRA payments amount $83,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $288,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $139,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $8,579,000
Amount of AGI for itemized returns $8,794,000
Number of returns with State and local income taxes 190
State and local income taxes amount $159,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $193,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,171,000
Number of returns with taxes paid 540
Taxes paid amount $1,670,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $3,150,000
Number of returns with contributions 290
Contributions amount $403,000
Number of returns with taxable income 4,440
Taxable income amount $26,915,000
Number of returns with income tax before credits 4,450
Income tax before credits amount $2,864,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,200
Total tax credits amount $430,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 490
Child tax credit amount $159,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 3,780
Self-employment tax amount $5,063,000
Number of returns with total tax payments 9,780
Total tax payments amount $23,558,000
Number of returns with earned income credit 4,900
Earned income credit amount [8] $11,680,000
Number of returns with excess earned income credit 3,820
Excess earned income credit (refundable) amount [9] $8,966,000
Number of returns with additional child tax credit 2,830
Additional child tax credit amount $3,573,000
Number of returns with refundable education credit 630
Refundable education credit amount $481,000
Number of returns with income tax 3,630
Income tax amount [10] $2,433,000
Number of returns with tax liability 6,810
Total tax liability amount [11] $7,690,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 2,370
Tax due at time of filing amount [12] $2,254,000
Number of returns with overpayments refunded 8,180
Overpayments refunded amount [13] $18,031,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $24,000

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

Number of returns 6,900
Number of single returns 3,420
Number of joint returns 1,680
Number of head of household returns 1,720
Number of returns with paid preparer's signature 4,980
Number of exemptions 14,280
Number of dependents 5,710
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 930
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $244,812,000
Number of returns with total income 6,900
Salaries and wages amount $247,474,000
Number of returns with salaries and wages 6,440
Salaries and wages amount $220,555
Number of returns with taxable interest 750
Taxable interest amount $273
Number of returns with ordinary dividends 250
Ordinary dividends amount $556,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $331
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $298
Number of returns with business or professional net income (less loss) 1,390
Business or professional net income (less loss) amount $14,037,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $389,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,424,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $5,066,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,496,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $1,950,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,238,000
Number of returns with total statutory adjustments 1,640
Total statutory adjustments amount $2,662,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
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 $326,000
Number of returns with IRA payments 80
IRA payments amount $279,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $503,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,200
Total itemized deductions amount $21,110,000
Amount of AGI for itemized returns $44,864,000
Number of returns with State and local income taxes 700
State and local income taxes amount $987,000
Number of returns with State and local general sales tax 470
State and local general sales tax amount $530,000
Number of returns with real estate taxes 550
Real estate taxes amount $2,334,000
Number of returns with taxes paid 1,200
Taxes paid amount $4,355,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $5,410,000
Number of returns with contributions 800
Contributions amount $1,626,000
Number of returns with taxable income 6,550
Taxable income amount $118,415,000
Number of returns with income tax before credits 6,550
Income tax before credits amount $14,724,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,730
Total tax credits amount $2,347,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $151,000
Number of returns with nonrefundable education credit 520
Nonrefundable education credit amount $473,000
Number of returns with retirement savings contribution credit 730
Retirement savings contribution credit amount $139,000
Number of returns with child tax credit 1,730
Child tax credit amount $1,539,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 1,030
Self-employment tax amount $2,312,000
Number of returns with total tax payments 6,720
Total tax payments amount $26,363,000
Number of returns with earned income credit 1,680
Earned income credit amount [8] $3,715,000
Number of returns with excess earned income credit 1,320
Excess earned income credit (refundable) amount [9] $2,805,000
Number of returns with additional child tax credit 1,390
Additional child tax credit amount $1,856,000
Number of returns with refundable education credit 390
Refundable education credit amount $292,000
Number of returns with income tax 5,300
Income tax amount [10] $12,377,000
Number of returns with tax liability 5,720
Total tax liability amount [11] $15,000,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,320
Tax due at time of filing amount [12] $2,355,000
Number of returns with overpayments refunded 5,540
Overpayments refunded amount [13] $13,488,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $62,000

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

Number of returns 2,610
Number of single returns 1,090
Number of joint returns 1,010
Number of head of household returns 480
Number of returns with paid preparer's signature 1,890
Number of exemptions 5,900
Number of dependents 2,280
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] 250
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $159,024,000
Number of returns with total income 2,610
Salaries and wages amount $160,694,000
Number of returns with salaries and wages 2,450
Salaries and wages amount $140,403
Number of returns with taxable interest 690
Taxable interest amount $340
Number of returns with ordinary dividends 230
Ordinary dividends amount $715,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $445
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $630
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $5,528,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $904,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,716,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $4,798,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $747,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,020,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,131,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $1,670,000
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 60
Self-employment health insurance deduction amount $253,000
Number of returns with IRA payments 70
IRA payments amount $297,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $323,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,000
Total itemized deductions amount $20,529,000
Amount of AGI for itemized returns $62,307,000
Number of returns with State and local income taxes 770
State and local income taxes amount $2,017,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $343,000
Number of returns with real estate taxes 610
Real estate taxes amount $2,553,000
Number of returns with taxes paid 1,000
Taxes paid amount $5,458,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $5,843,000
Number of returns with contributions 810
Contributions amount $2,116,000
Number of returns with taxable income 2,600
Taxable income amount $99,469,000
Number of returns with income tax before credits 2,600
Income tax before credits amount $14,153,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,020
Total tax credits amount $1,459,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $204,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 740
Child tax credit amount $1,073,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 380
Self-employment tax amount $962,000
Number of returns with total tax payments 2,550
Total tax payments amount $16,870,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
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 120
Additional child tax credit amount $148,000
Number of returns with refundable education credit 140
Refundable education credit amount $108,000
Number of returns with income tax 2,480
Income tax amount [10] $12,694,000
Number of returns with tax liability 2,510
Total tax liability amount [11] $13,779,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $1,818,000
Number of returns with overpayments refunded 1,880
Overpayments refunded amount [13] $4,723,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 1,260
Number of single returns 450
Number of joint returns 620
Number of head of household returns 170
Number of returns with paid preparer's signature 950
Number of exemptions 2,890
Number of dependents 1,020
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $107,981,000
Number of returns with total income 1,260
Salaries and wages amount $108,889,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $91,836
Number of returns with taxable interest 500
Taxable interest amount $189
Number of returns with ordinary dividends 190
Ordinary dividends amount $543,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $419
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $624
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,358,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $1,097,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,256,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $5,012,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $496,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,416,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,319,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $908,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $134,000
Number of returns with IRA payments 40
IRA payments amount $208,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $100,000
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 740
Total itemized deductions amount $17,534,000
Amount of AGI for itemized returns $64,498,000
Number of returns with State and local income taxes 670
State and local income taxes amount $3,284,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $129,000
Number of returns with real estate taxes 500
Real estate taxes amount $2,181,000
Number of returns with taxes paid 740
Taxes paid amount $5,949,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $4,980,000
Number of returns with contributions 610
Contributions amount $1,640,000
Number of returns with taxable income 1,250
Taxable income amount $73,567,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $11,497,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $36,000
Number of returns with total tax credits 480
Total tax credits amount $720,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $9,000
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 100
Nonrefundable education credit amount $107,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $493,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 200
Self-employment tax amount $587,000
Number of returns with total tax payments 1,230
Total tax payments amount $13,673,000
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 $54,000
Number of returns with income tax 1,240
Income tax amount [10] $10,777,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $11,452,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $1,292,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $2,919,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $139,000

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

Number of returns 1,380
Number of single returns 370
Number of joint returns 880
Number of head of household returns 120
Number of returns with paid preparer's signature 1,030
Number of exemptions 3,340
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] 80
Number of elderly returns [4] 290
Adjust gross income (AGI) [5] $183,529,000
Number of returns with total income 1,380
Salaries and wages amount $185,276,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $150,598
Number of returns with taxable interest 770
Taxable interest amount $651
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,643,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $1,103
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $1,314
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,869,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $2,701,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,550,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $9,042,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $677,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,208,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $6,322,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,747,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $464,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $356,000
Number of returns with IRA payments 70
IRA payments amount $353,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $202,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,160
Total itemized deductions amount $33,677,000
Amount of AGI for itemized returns $156,693,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $8,879,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $184,000
Number of returns with real estate taxes 900
Real estate taxes amount $4,428,000
Number of returns with taxes paid 1,160
Taxes paid amount $14,080,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $10,089,000
Number of returns with contributions 950
Contributions amount $2,986,000
Number of returns with taxable income 1,370
Taxable income amount $133,699,000
Number of returns with income tax before credits 1,370
Income tax before credits amount $23,949,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $185,000
Number of returns with total tax credits 490
Total tax credits amount $694,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $58,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $125,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $271,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $123,000
Number of returns with self-employment tax 250
Self-employment tax amount $818,000
Number of returns with total tax payments 1,360
Total tax payments amount $25,841,000
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 90
Refundable education credit amount $76,000
Number of returns with income tax 1,370
Income tax amount [10] $23,255,000
Number of returns with tax liability 1,370
Total tax liability amount [11] $24,208,000
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] $2,707,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $4,174,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $136,000

Adjusted Gross Income: $200,000 or more

Number of returns 270
Number of single returns 60
Number of joint returns 190
Number of head of household returns 0
Number of returns with paid preparer's signature 220
Number of exemptions 630
Number of dependents 180
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $86,317,000
Number of returns with total income 270
Salaries and wages amount $87,223,000
Number of returns with salaries and wages 230
Salaries and wages amount $47,004
Number of returns with taxable interest 200
Taxable interest amount $312
Number of returns with ordinary dividends 110
Ordinary dividends amount $989,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $655
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $388
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $2,603,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $9,448,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $861,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $4,379,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $113,000
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $852,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $11,067,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $906,000
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 30
Self-employment health insurance deduction amount $204,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $19,504,000
Amount of AGI for itemized returns $82,935,000
Number of returns with State and local income taxes 250
State and local income taxes amount $5,563,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 220
Real estate taxes amount $1,528,000
Number of returns with taxes paid 260
Taxes paid amount $7,356,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $2,742,000
Number of returns with contributions 220
Contributions amount $1,188,000
Number of returns with taxable income 270
Taxable income amount $64,610,000
Number of returns with income tax before credits 270
Income tax before credits amount $15,658,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $884,000
Number of returns with total tax credits 70
Total tax credits amount $92,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $329,000
Number of returns with total tax payments 260
Total tax payments amount $15,041,000
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 270
Income tax amount [10] $15,510,000
Number of returns with tax liability 270
Total tax liability amount [11] $16,205,000
Number of returns with net investment income tax 130
Net investment income tax $273,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $2,654,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $818,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $628,000

[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.