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ZIP Code Database - Facts & Stats

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ZIP Code 91784 Income Tax Stats

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

ZIP Code 91784 Data

Zip Code:91784
City:Upland
State:CA [California]
Counties: SAN BERNARDINO, CA
City Alias(es):Upland
Area Code:909
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


91784 Income Tax Overview

Total Number of Tax Returns for ZIP Code 91784 [1] 13,100
Total Number of Single Tax Returns for ZIP Code 91784 4,930
Total Number of Joint Tax Returns for ZIP Code 91784 6,220
Total Number of Dependents for ZIP Code 91784 7,210
Total Adjusted Gross Income for ZIP Code 91784 $1,517,599,000
Average Income per Person for ZIP Code 91784 $58,509
Average Income per Household for ZIP Code 91784 $115,847

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 3,350
Number of single returns 2,720
Number of joint returns 410
Number of head of household returns 170
Number of returns with paid preparer's signature 1,890
Number of exemptions 3,380
Number of dependents 550
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 260
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $39,387,000
Number of returns with total income 3,350
Salaries and wages amount $40,459,000
Number of returns with salaries and wages 2,350
Salaries and wages amount $27,823
Number of returns with taxable interest 680
Taxable interest amount $601
Number of returns with ordinary dividends 470
Ordinary dividends amount $950,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $623
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $134
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $4,278,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $521,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,856,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,715,000
Number of farm returns 20
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $495,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $463,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($11,000)
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,072,000
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 70
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 20
IRA payments amount $56,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $128,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $147,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $7,630,000
Amount of AGI for itemized returns $5,878,000
Number of returns with State and local income taxes 90
State and local income taxes amount $318,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $185,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,441,000
Number of returns with taxes paid 390
Taxes paid amount $2,111,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,247,000
Number of returns with contributions 270
Contributions amount $451,000
Number of returns with taxable income 1,630
Taxable income amount $10,081,000
Number of returns with income tax before credits 1,590
Income tax before credits amount $1,065,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $151,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 40
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 520
Self-employment tax amount $710,000
Number of returns with total tax payments 2,760
Total tax payments amount $4,525,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,113,000
Number of returns with excess earned income credit 530
Excess earned income credit (refundable) amount [9] $834,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $236,000
Number of returns with refundable education credit 240
Refundable education credit amount $189,000
Number of returns with income tax 1,380
Income tax amount [10] $914,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $1,684,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $457,000
Number of returns with overpayments refunded 2,450
Overpayments refunded amount [13] $3,229,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $63,000

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

Number of returns 1,930
Number of single returns 1,140
Number of joint returns 510
Number of head of household returns 230
Number of returns with paid preparer's signature 1,230
Number of exemptions 3,180
Number of dependents 780
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 160
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $70,062,000
Number of returns with total income 1,930
Salaries and wages amount $71,866,000
Number of returns with salaries and wages 1,400
Salaries and wages amount $47,568
Number of returns with taxable interest 620
Taxable interest amount $549
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,212,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $711
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $245
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $5,954,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,023,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,132,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $7,409,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $473,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $3,228,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $673,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,804,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $440,000
Number of returns with IRA payments 60
IRA payments amount $319,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $204,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $85,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 590
Total itemized deductions amount $12,025,000
Amount of AGI for itemized returns $21,989,000
Number of returns with State and local income taxes 260
State and local income taxes amount $626,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $360,000
Number of returns with real estate taxes 440
Real estate taxes amount $2,169,000
Number of returns with taxes paid 590
Taxes paid amount $3,410,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $3,637,000
Number of returns with contributions 470
Contributions amount $1,223,000
Number of returns with taxable income 1,770
Taxable income amount $35,391,000
Number of returns with income tax before credits 1,750
Income tax before credits amount $4,400,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $528,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $228,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 230
Child tax credit amount $220,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 300
Self-employment tax amount $995,000
Number of returns with total tax payments 1,780
Total tax payments amount $7,400,000
Number of returns with earned income credit 270
Earned income credit amount [8] $552,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $368,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $251,000
Number of returns with refundable education credit 160
Refundable education credit amount $124,000
Number of returns with income tax 1,570
Income tax amount [10] $3,871,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $4,943,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $904,000
Number of returns with overpayments refunded 1,360
Overpayments refunded amount [13] $3,043,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $158,000

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

Number of returns 1,500
Number of single returns 720
Number of joint returns 560
Number of head of household returns 190
Number of returns with paid preparer's signature 1,060
Number of exemptions 2,780
Number of dependents 720
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] 590
Adjust gross income (AGI) [5] $92,817,000
Number of returns with total income 1,500
Salaries and wages amount $94,899,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $58,479
Number of returns with taxable interest 700
Taxable interest amount $868
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,457,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $913
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $540
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $4,119,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,048,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,190,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $12,934,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $326,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $6,977,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,597,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $2,082,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $403,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $666,000
Number of returns with IRA payments 60
IRA payments amount $358,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $193,000
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 800
Total itemized deductions amount $18,893,000
Amount of AGI for itemized returns $50,042,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,411,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $428,000
Number of returns with real estate taxes 640
Real estate taxes amount $3,342,000
Number of returns with taxes paid 800
Taxes paid amount $5,604,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $5,578,000
Number of returns with contributions 690
Contributions amount $2,276,000
Number of returns with taxable income 1,470
Taxable income amount $56,507,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $8,041,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $639,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 260
Child tax credit amount $337,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $62,000
Number of returns with self-employment tax 220
Self-employment tax amount $910,000
Number of returns with total tax payments 1,420
Total tax payments amount $9,727,000
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 $81,000
Number of returns with refundable education credit 100
Refundable education credit amount $83,000
Number of returns with income tax 1,390
Income tax amount [10] $7,403,000
Number of returns with tax liability 1,420
Total tax liability amount [11] $8,390,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,496,000
Number of returns with overpayments refunded 960
Overpayments refunded amount [13] $2,647,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $164,000

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

Number of returns 1,310
Number of single returns 470
Number of joint returns 680
Number of head of household returns 140
Number of returns with paid preparer's signature 970
Number of exemptions 2,740
Number of dependents 750
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] 600
Adjust gross income (AGI) [5] $115,021,000
Number of returns with total income 1,310
Salaries and wages amount $116,959,000
Number of returns with salaries and wages 940
Salaries and wages amount $70,204
Number of returns with taxable interest 790
Taxable interest amount $930
Number of returns with ordinary dividends 410
Ordinary dividends amount $2,078,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,448
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $775
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $4,923,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,741,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $6,629,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $18,121,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $241,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $8,526,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,204,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,938,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $492,000
Number of returns with IRA payments 50
IRA payments amount $359,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $95,000
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 960
Total itemized deductions amount $24,650,000
Amount of AGI for itemized returns $84,304,000
Number of returns with State and local income taxes 760
State and local income taxes amount $3,519,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $303,000
Number of returns with real estate taxes 810
Real estate taxes amount $4,109,000
Number of returns with taxes paid 960
Taxes paid amount $8,603,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $7,529,000
Number of returns with contributions 860
Contributions amount $3,228,000
Number of returns with taxable income 1,310
Taxable income amount $75,796,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $11,606,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $616,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $126,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $354,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 200
Self-employment tax amount $867,000
Number of returns with total tax payments 1,270
Total tax payments amount $13,350,000
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 $39,000
Number of returns with refundable education credit 80
Refundable education credit amount $59,000
Number of returns with income tax 1,280
Income tax amount [10] $10,990,000
Number of returns with tax liability 1,290
Total tax liability amount [11] $11,937,000
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] $1,633,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $2,799,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $220,000

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

Number of returns 3,380
Number of single returns 540
Number of joint returns 2,620
Number of head of household returns 190
Number of returns with paid preparer's signature 2,550
Number of exemptions 8,930
Number of dependents 2,930
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] 1,370
Adjust gross income (AGI) [5] $480,612,000
Number of returns with total income 3,380
Salaries and wages amount $487,302,000
Number of returns with salaries and wages 2,740
Salaries and wages amount $327,037
Number of returns with taxable interest 2,460
Taxable interest amount $3,025
Number of returns with ordinary dividends 1,250
Ordinary dividends amount $6,564,000
Number of returns with qualified dividends 1,170
Qualified dividends amount [6] $4,508
Number of returns with state and local income tax refunds 1,850
State and local income tax refunds amount $3,889
Number of returns with business or professional net income (less loss) 770
Business or professional net income (less loss) amount $15,138,000
Number of returns with net capital gain (less loss) 1,160
Net capital gain (less loss) amount $8,744,000
Number of returns with taxable individual retirement arrangements distributions 700
Taxable individual retirement arrangements distributions amount $19,559,000
Number of returns with taxable pensions and annuities 1,080
Taxable pensions and annuities amount $61,964,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $696,000
Number of returns with taxable Social Security benefits 920
Taxable Social Security benefits amount $21,068,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $12,618,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $6,690,000
Number of returns with educator expenses 310
Educator expenses amount $92,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,124,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,456,000
Number of returns with IRA payments 130
IRA payments amount $880,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $320,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $99,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $132,000
Number of returns with itemized deductions 3,050
Total itemized deductions amount $102,452,000
Amount of AGI for itemized returns $437,433,000
Number of returns with State and local income taxes 2,750
State and local income taxes amount $21,926,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $610,000
Number of returns with real estate taxes 2,790
Real estate taxes amount $16,612,000
Number of returns with taxes paid 3,050
Taxes paid amount $41,733,000
Number of returns with mortgage interest paid 2,460
Mortgage interest paid amount $31,971,000
Number of returns with contributions 2,840
Contributions amount $13,713,000
Number of returns with taxable income 3,370
Taxable income amount $338,099,000
Number of returns with income tax before credits 3,370
Income tax before credits amount $58,843,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $567,000
Number of returns with total tax credits 1,290
Total tax credits amount $1,795,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $58,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $163,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $388,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 470
Child tax credit amount $603,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $342,000
Number of returns with self-employment tax 540
Self-employment tax amount $2,536,000
Number of returns with total tax payments 3,340
Total tax payments amount $64,064,000
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 280
Refundable education credit amount $235,000
Number of returns with income tax 3,360
Income tax amount [10] $57,048,000
Number of returns with tax liability 3,370
Total tax liability amount [11] $59,809,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,210
Tax due at time of filing amount [12] $6,284,000
Number of returns with overpayments refunded 2,020
Overpayments refunded amount [13] $9,628,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $824,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,630
Number of single returns 150
Number of joint returns 1,440
Number of head of household returns 40
Number of returns with paid preparer's signature 1,300
Number of exemptions 4,540
Number of dependents 1,480
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] 30
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $719,700,000
Number of returns with total income 1,630
Salaries and wages amount $733,936,000
Number of returns with salaries and wages 1,390
Salaries and wages amount $349,443
Number of returns with taxable interest 1,400
Taxable interest amount $6,070
Number of returns with ordinary dividends 870
Ordinary dividends amount $14,495,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $11,265
Number of returns with state and local income tax refunds 720
State and local income tax refunds amount $3,622
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $19,784,000
Number of returns with net capital gain (less loss) 860
Net capital gain (less loss) amount $61,204,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $14,285,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $29,498,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $231,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $9,829,000
Number of returns with partnership/S-corp net income (less loss) 550
Partnership/S-corp net income (less loss) amount $133,825,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $14,236,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $4,136,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,655,000
Number of returns with IRA payments 50
IRA payments amount $500,000
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 50
Domestic production activities deduction amount $2,033,000
Number of returns with itemized deductions 1,610
Total itemized deductions amount $141,134,000
Amount of AGI for itemized returns $714,233,000
Number of returns with State and local income taxes 1,540
State and local income taxes amount $57,958,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $170,000
Number of returns with real estate taxes 1,560
Real estate taxes amount $13,234,000
Number of returns with taxes paid 1,610
Taxes paid amount $74,008,000
Number of returns with mortgage interest paid 1,330
Mortgage interest paid amount $22,012,000
Number of returns with contributions 1,510
Contributions amount $16,286,000
Number of returns with taxable income 1,630
Taxable income amount $564,615,000
Number of returns with income tax before credits 1,630
Income tax before credits amount $151,876,000
Number of returns with alternative minimum tax 1,060
Alternative minimum tax amount $7,922,000
Number of returns with total tax credits 540
Total tax credits amount $1,660,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $679,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $85,000
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 $252,000
Number of returns with self-employment tax 380
Self-employment tax amount $3,322,000
Number of returns with total tax payments 1,620
Total tax payments amount $146,627,000
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 1,620
Income tax amount [10] $150,216,000
Number of returns with tax liability 1,630
Total tax liability amount [11] $156,982,000
Number of returns with net investment income tax 850
Net investment income tax $2,172,000
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $23,315,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $6,482,000
Number of returns with credit to next year’s estimated tax 220
Credited to next year’s estimated tax amount $5,989,000

[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.