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ZIP Code Database - Facts & Stats

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ZIP Code 91945 Income Tax Stats

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

ZIP Code 91945 Data

Zip Code:91945
City:Lemon Grove
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):Lemon Grove
Area Code:619 / 858
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





91945 Income Tax Overview

Total Number of Tax Returns for ZIP Code 91945 [1] 12,730
Total Number of Single Tax Returns for ZIP Code 91945 4,040
Total Number of Joint Tax Returns for ZIP Code 91945 4,110
Total Number of Dependents for ZIP Code 91945 8,790
Total Adjusted Gross Income for ZIP Code 91945 $608,041,000
Average Income per Person for ZIP Code 91945 $23,882
Average Income per Household for ZIP Code 91945 $47,764

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 4,540
Number of single returns 3,140
Number of joint returns 510
Number of head of household returns 810
Number of returns with paid preparer's signature 2,270
Number of exemptions 6,790
Number of dependents 2,230
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 750
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $61,018,000
Number of returns with total income 4,540
Salaries and wages amount $62,066,000
Number of returns with salaries and wages 3,540
Salaries and wages amount $47,854
Number of returns with taxable interest 510
Taxable interest amount $199
Number of returns with ordinary dividends 180
Ordinary dividends amount $350,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $188
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $40
Number of returns with business or professional net income (less loss) 880
Business or professional net income (less loss) amount $6,291,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $12,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $907,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $5,008,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $842,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $284,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $124,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $1,048,000
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 40
Self-employment health insurance deduction amount $133,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $117,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $4,480,000
Amount of AGI for itemized returns $4,358,000
Number of returns with State and local income taxes 80
State and local income taxes amount $52,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $105,000
Number of returns with real estate taxes 210
Real estate taxes amount $698,000
Number of returns with taxes paid 280
Taxes paid amount $915,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,884,000
Number of returns with contributions 150
Contributions amount $321,000
Number of returns with taxable income 2,130
Taxable income amount $13,434,000
Number of returns with income tax before credits 2,150
Income tax before credits amount $1,441,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $210,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 $96,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 190
Child tax credit amount $67,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 740
Self-employment tax amount $1,049,000
Number of returns with total tax payments 4,170
Total tax payments amount $9,921,000
Number of returns with earned income credit 1,770
Earned income credit amount [8] $4,346,000
Number of returns with excess earned income credit 1,500
Excess earned income credit (refundable) amount [9] $3,688,000
Number of returns with additional child tax credit 1,010
Additional child tax credit amount $1,207,000
Number of returns with refundable education credit 250
Refundable education credit amount $177,000
Number of returns with income tax 1,780
Income tax amount [10] $1,231,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $2,400,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $430,000
Number of returns with overpayments refunded 3,790
Overpayments refunded amount [13] $7,910,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $42,000

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

Number of returns 3,650
Number of single returns 1,870
Number of joint returns 820
Number of head of household returns 870
Number of returns with paid preparer's signature 1,900
Number of exemptions 7,070
Number of dependents 2,610
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 630
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $132,784,000
Number of returns with total income 3,650
Salaries and wages amount $133,964,000
Number of returns with salaries and wages 3,270
Salaries and wages amount $114,929
Number of returns with taxable interest 640
Taxable interest amount $289
Number of returns with ordinary dividends 210
Ordinary dividends amount $341,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $213
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $140
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $3,154,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $208,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,390,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $8,806,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $895,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $2,333,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $875,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,180,000
Number of returns with educator expenses 40
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 40
Self-employment health insurance deduction amount $135,000
Number of returns with IRA payments 70
IRA payments amount $220,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $281,000
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 660
Total itemized deductions amount $11,548,000
Amount of AGI for itemized returns $25,474,000
Number of returns with State and local income taxes 380
State and local income taxes amount $532,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $269,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,826,000
Number of returns with taxes paid 660
Taxes paid amount $2,791,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $4,423,000
Number of returns with contributions 450
Contributions amount $1,043,000
Number of returns with taxable income 3,510
Taxable income amount $67,987,000
Number of returns with income tax before credits 3,500
Income tax before credits amount $8,484,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,470
Total tax credits amount $1,305,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $223,000
Number of returns with retirement savings contribution credit 530
Retirement savings contribution credit amount $97,000
Number of returns with child tax credit 890
Child tax credit amount $825,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $69,000
Number of returns with self-employment tax 300
Self-employment tax amount $702,000
Number of returns with total tax payments 3,560
Total tax payments amount $14,777,000
Number of returns with earned income credit 920
Earned income credit amount [8] $1,872,000
Number of returns with excess earned income credit 740
Excess earned income credit (refundable) amount [9] $1,532,000
Number of returns with additional child tax credit 640
Additional child tax credit amount $873,000
Number of returns with refundable education credit 170
Refundable education credit amount $134,000
Number of returns with income tax 2,890
Income tax amount [10] $7,179,000
Number of returns with tax liability 3,050
Total tax liability amount [11] $8,051,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $957,000
Number of returns with overpayments refunded 3,020
Overpayments refunded amount [13] $7,600,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,980
Number of single returns 740
Number of joint returns 890
Number of head of household returns 320
Number of returns with paid preparer's signature 1,150
Number of exemptions 4,480
Number of dependents 1,620
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] 240
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $121,846,000
Number of returns with total income 1,980
Salaries and wages amount $122,793,000
Number of returns with salaries and wages 1,760
Salaries and wages amount $100,029
Number of returns with taxable interest 730
Taxable interest amount $231
Number of returns with ordinary dividends 200
Ordinary dividends amount $457,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $324
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $474
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $1,580,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $448,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,530,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $11,469,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $593,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $4,461,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $673,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $947,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $114,000
Number of returns with IRA payments 30
IRA payments amount $133,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $227,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $36,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $16,814,000
Amount of AGI for itemized returns $52,049,000
Number of returns with State and local income taxes 660
State and local income taxes amount $1,715,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $266,000
Number of returns with real estate taxes 690
Real estate taxes amount $2,753,000
Number of returns with taxes paid 830
Taxes paid amount $5,044,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $6,929,000
Number of returns with contributions 630
Contributions amount $1,445,000
Number of returns with taxable income 1,980
Taxable income amount $75,474,000
Number of returns with income tax before credits 1,970
Income tax before credits amount $10,580,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $1,277,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
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 150
Nonrefundable education credit amount $147,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 600
Child tax credit amount $903,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $110,000
Number of returns with self-employment tax 170
Self-employment tax amount $353,000
Number of returns with total tax payments 1,960
Total tax payments amount $13,072,000
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 120
Additional child tax credit amount $141,000
Number of returns with refundable education credit 100
Refundable education credit amount $76,000
Number of returns with income tax 1,830
Income tax amount [10] $9,303,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $9,780,000
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] $919,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $4,144,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $64,000

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

Number of returns 1,180
Number of single returns 290
Number of joint returns 750
Number of head of household returns 120
Number of returns with paid preparer's signature 760
Number of exemptions 3,000
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] 110
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $101,648,000
Number of returns with total income 1,180
Salaries and wages amount $102,456,000
Number of returns with salaries and wages 1,050
Salaries and wages amount $81,639
Number of returns with taxable interest 610
Taxable interest amount $248
Number of returns with ordinary dividends 180
Ordinary dividends amount $430,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $293
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $623
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,452,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $462,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,893,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $10,458,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $382,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,660,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $425,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $808,000
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 40
Self-employment health insurance deduction amount $217,000
Number of returns with IRA payments 30
IRA payments amount $197,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $155,000
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 730
Total itemized deductions amount $16,094,000
Amount of AGI for itemized returns $63,321,000
Number of returns with State and local income taxes 650
State and local income taxes amount $2,515,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $169,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,543,000
Number of returns with taxes paid 730
Taxes paid amount $5,560,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $6,026,000
Number of returns with contributions 580
Contributions amount $1,671,000
Number of returns with taxable income 1,180
Taxable income amount $68,208,000
Number of returns with income tax before credits 1,180
Income tax before credits amount $10,212,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $980,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $657,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $148,000
Number of returns with self-employment tax 120
Self-employment tax amount $271,000
Number of returns with total tax payments 1,170
Total tax payments amount $11,887,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $30,000
Number of returns with refundable education credit 90
Refundable education credit amount $63,000
Number of returns with income tax 1,150
Income tax amount [10] $9,232,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $9,614,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $774,000
Number of returns with overpayments refunded 870
Overpayments refunded amount [13] $2,984,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,300
Number of single returns 170
Number of joint returns 1,070
Number of head of household returns 60
Number of returns with paid preparer's signature 830
Number of exemptions 3,570
Number of dependents 1,200
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] 360
Adjust gross income (AGI) [5] $166,302,000
Number of returns with total income 1,300
Salaries and wages amount $167,615,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $133,946
Number of returns with taxable interest 850
Taxable interest amount $308
Number of returns with ordinary dividends 260
Ordinary dividends amount $782,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $588
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $1,120
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,864,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $2,669,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $3,502,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $14,952,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $406,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,157,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,113,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,313,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $170,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $229,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $35,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,090
Total itemized deductions amount $29,999,000
Amount of AGI for itemized returns $141,085,000
Number of returns with State and local income taxes 1,020
State and local income taxes amount $6,709,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $162,000
Number of returns with real estate taxes 1,000
Real estate taxes amount $4,556,000
Number of returns with taxes paid 1,090
Taxes paid amount $11,991,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $10,979,000
Number of returns with contributions 920
Contributions amount $3,401,000
Number of returns with taxable income 1,300
Taxable income amount $119,279,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $19,736,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $47,000
Number of returns with total tax credits 530
Total tax credits amount $1,046,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $135,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $417,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $295,000
Number of returns with self-employment tax 160
Self-employment tax amount $486,000
Number of returns with total tax payments 1,290
Total tax payments amount $21,195,000
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 100
Refundable education credit amount $78,000
Number of returns with income tax 1,290
Income tax amount [10] $18,739,000
Number of returns with tax liability 1,290
Total tax liability amount [11] $19,217,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,706,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $3,578,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $127,000

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 200
Number of dependents 50
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] 40
Adjust gross income (AGI) [5] $24,443,000
Number of returns with total income 80
Salaries and wages amount $24,443,000
Number of returns with salaries and wages 70
Salaries and wages amount $13,663
Number of returns with taxable interest 70
Taxable interest amount $67
Number of returns with ordinary dividends 30
Ordinary dividends amount $211,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $183
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $114
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $3,536,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,151,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 20
Taxable Social Security benefits amount $636,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 0
Self-employment health insurance deduction amount $0
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 80
Total itemized deductions amount $3,467,000
Amount of AGI for itemized returns $21,538,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,547,000
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 70
Real estate taxes amount $333,000
Number of returns with taxes paid 80
Taxes paid amount $1,952,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $635,000
Number of returns with contributions 60
Contributions amount $334,000
Number of returns with taxable income 80
Taxable income amount $20,195,000
Number of returns with income tax before credits 80
Income tax before credits amount $4,603,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $185,000
Number of returns with total tax credits 0
Total tax credits amount $0
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 0
Self-employment tax amount $0
Number of returns with total tax payments 80
Total tax payments amount $4,348,000
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 80
Income tax amount [10] $4,554,000
Number of returns with tax liability 80
Total tax liability amount [11] $4,785,000
Number of returns with net investment income tax 40
Net investment income tax $76,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $867,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $355,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.