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ZIP Code Database - Facts & Stats

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ZIP Code 92008 Income Tax Stats

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

ZIP Code 92008 Data

Zip Code:92008
City:Carlsbad
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):Carlsbad
Area Code:760
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


92008 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92008 [1] 14,330
Total Number of Single Tax Returns for ZIP Code 92008 4,100
Total Number of Joint Tax Returns for ZIP Code 92008 5,210
Total Number of Dependents for ZIP Code 92008 6,580
Total Adjusted Gross Income for ZIP Code 92008 $1,449,910,000
Average Income per Person for ZIP Code 92008 $52,440
Average Income per Household for ZIP Code 92008 $101,180

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 3,850
Number of single returns 3,120
Number of joint returns 370
Number of head of household returns 320
Number of returns with paid preparer's signature 1,740
Number of exemptions 4,160
Number of dependents 780
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $46,541,000
Number of returns with total income 3,850
Salaries and wages amount $48,062,000
Number of returns with salaries and wages 2,720
Salaries and wages amount $33,608
Number of returns with taxable interest 720
Taxable interest amount $414
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,273,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $776
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $64
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $6,154,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $398,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,706,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $3,749,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $510,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $361,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $159,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $1,521,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
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 $371,000
Number of returns with IRA payments 40
IRA payments amount $182,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $145,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $104,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $7,205,000
Amount of AGI for itemized returns $4,680,000
Number of returns with State and local income taxes 110
State and local income taxes amount $291,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $175,000
Number of returns with real estate taxes 220
Real estate taxes amount $972,000
Number of returns with taxes paid 320
Taxes paid amount $1,514,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,949,000
Number of returns with contributions 220
Contributions amount $429,000
Number of returns with taxable income 1,870
Taxable income amount $11,796,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $1,228,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $144,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 60
Child tax credit amount $22,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 690
Self-employment tax amount $1,050,000
Number of returns with total tax payments 3,240
Total tax payments amount $5,445,000
Number of returns with earned income credit 940
Earned income credit amount [8] $1,462,000
Number of returns with excess earned income credit 680
Excess earned income credit (refundable) amount [9] $1,110,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $373,000
Number of returns with refundable education credit 170
Refundable education credit amount $132,000
Number of returns with income tax 1,620
Income tax amount [10] $1,084,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $2,210,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $681,000
Number of returns with overpayments refunded 2,810
Overpayments refunded amount [13] $3,817,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $88,000

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

Number of returns 2,890
Number of single returns 2,000
Number of joint returns 520
Number of head of household returns 330
Number of returns with paid preparer's signature 1,420
Number of exemptions 4,450
Number of dependents 1,070
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $106,899,000
Number of returns with total income 2,890
Salaries and wages amount $109,478,000
Number of returns with salaries and wages 2,280
Salaries and wages amount $79,549
Number of returns with taxable interest 730
Taxable interest amount $883
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,811,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,090
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $217
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $7,843,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,246,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,616,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $8,544,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $730,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $3,443,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $850,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $2,579,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $326,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $652,000
Number of returns with IRA payments 70
IRA payments amount $306,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $376,000
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 610
Total itemized deductions amount $12,907,000
Amount of AGI for itemized returns $23,319,000
Number of returns with State and local income taxes 300
State and local income taxes amount $708,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $294,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,735,000
Number of returns with taxes paid 600
Taxes paid amount $2,900,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $3,277,000
Number of returns with contributions 470
Contributions amount $1,125,000
Number of returns with taxable income 2,750
Taxable income amount $59,788,000
Number of returns with income tax before credits 2,710
Income tax before credits amount $7,599,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $659,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $225,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 350
Child tax credit amount $319,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,283,000
Number of returns with total tax payments 2,680
Total tax payments amount $11,068,000
Number of returns with earned income credit 310
Earned income credit amount [8] $615,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $426,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $327,000
Number of returns with refundable education credit 150
Refundable education credit amount $115,000
Number of returns with income tax 2,460
Income tax amount [10] $6,940,000
Number of returns with tax liability 2,590
Total tax liability amount [11] $8,393,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $1,530,000
Number of returns with overpayments refunded 2,060
Overpayments refunded amount [13] $3,991,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $167,000

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

Number of returns 1,970
Number of single returns 1,200
Number of joint returns 560
Number of head of household returns 170
Number of returns with paid preparer's signature 1,040
Number of exemptions 3,300
Number of dependents 770
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $121,337,000
Number of returns with total income 1,970
Salaries and wages amount $123,897,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $88,304
Number of returns with taxable interest 680
Taxable interest amount $909
Number of returns with ordinary dividends 480
Ordinary dividends amount $2,594,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,749
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $315
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $6,100,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,776,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,180,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $10,900,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $528,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,416,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,600,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $2,560,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $272,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $641,000
Number of returns with IRA payments 60
IRA payments amount $261,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $337,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 620
Total itemized deductions amount $13,781,000
Amount of AGI for itemized returns $39,278,000
Number of returns with State and local income taxes 430
State and local income taxes amount $1,348,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $241,000
Number of returns with real estate taxes 420
Real estate taxes amount $2,015,000
Number of returns with taxes paid 620
Taxes paid amount $3,780,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $3,523,000
Number of returns with contributions 510
Contributions amount $1,465,000
Number of returns with taxable income 1,950
Taxable income amount $82,996,000
Number of returns with income tax before credits 1,930
Income tax before credits amount $12,353,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $682,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $43,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $109,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 290
Child tax credit amount $422,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $77,000
Number of returns with self-employment tax 280
Self-employment tax amount $982,000
Number of returns with total tax payments 1,890
Total tax payments amount $14,223,000
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 $63,000
Number of returns with refundable education credit 70
Refundable education credit amount $52,000
Number of returns with income tax 1,880
Income tax amount [10] $11,671,000
Number of returns with tax liability 1,910
Total tax liability amount [11] $12,756,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $1,684,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $2,919,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $191,000

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

Number of returns 1,370
Number of single returns 650
Number of joint returns 600
Number of head of household returns 100
Number of returns with paid preparer's signature 780
Number of exemptions 2,560
Number of dependents 590
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 90
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $119,001,000
Number of returns with total income 1,370
Salaries and wages amount $121,002,000
Number of returns with salaries and wages 1,050
Salaries and wages amount $80,846
Number of returns with taxable interest 670
Taxable interest amount $1,047
Number of returns with ordinary dividends 420
Ordinary dividends amount $2,621,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $1,809
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $583
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $5,432,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $2,339,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $5,103,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $13,073,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $267,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $6,131,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,152,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $2,001,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $327,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $508,000
Number of returns with IRA payments 40
IRA payments amount $243,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $123,000
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 $17,366,000
Amount of AGI for itemized returns $64,755,000
Number of returns with State and local income taxes 600
State and local income taxes amount $3,168,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $218,000
Number of returns with real estate taxes 490
Real estate taxes amount $2,472,000
Number of returns with taxes paid 740
Taxes paid amount $6,104,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $4,469,000
Number of returns with contributions 600
Contributions amount $1,975,000
Number of returns with taxable income 1,360
Taxable income amount $85,039,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $13,710,000
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 $531,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $72,000
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 $363,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $925,000
Number of returns with total tax payments 1,330
Total tax payments amount $15,057,000
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 50
Refundable education credit amount $36,000
Number of returns with income tax 1,340
Income tax amount [10] $13,179,000
Number of returns with tax liability 1,340
Total tax liability amount [11] $14,191,000
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] $1,871,000
Number of returns with overpayments refunded 810
Overpayments refunded amount [13] $2,515,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $197,000

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

Number of returns 2,680
Number of single returns 660
Number of joint returns 1,850
Number of head of household returns 150
Number of returns with paid preparer's signature 1,780
Number of exemptions 6,420
Number of dependents 1,890
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $376,916,000
Number of returns with total income 2,680
Salaries and wages amount $383,536,000
Number of returns with salaries and wages 2,140
Salaries and wages amount $251,832
Number of returns with taxable interest 1,750
Taxable interest amount $2,507
Number of returns with ordinary dividends 1,200
Ordinary dividends amount $9,913,000
Number of returns with qualified dividends 1,130
Qualified dividends amount [6] $7,619
Number of returns with state and local income tax refunds 1,200
State and local income tax refunds amount $2,530
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $13,554,000
Number of returns with net capital gain (less loss) 1,160
Net capital gain (less loss) amount $12,788,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $16,531,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $41,862,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $769,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $13,951,000
Number of returns with partnership/S-corp net income (less loss) 460
Partnership/S-corp net income (less loss) amount $11,951,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $6,620,000
Number of returns with educator expenses 120
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,099,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $1,638,000
Number of returns with IRA payments 120
IRA payments amount $787,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $253,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $156,000
Number of returns with itemized deductions 2,180
Total itemized deductions amount $70,040,000
Amount of AGI for itemized returns $311,216,000
Number of returns with State and local income taxes 2,020
State and local income taxes amount $17,643,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $387,000
Number of returns with real estate taxes 1,690
Real estate taxes amount $11,549,000
Number of returns with taxes paid 2,180
Taxes paid amount $30,553,000
Number of returns with mortgage interest paid 1,460
Mortgage interest paid amount $21,050,000
Number of returns with contributions 1,900
Contributions amount $7,490,000
Number of returns with taxable income 2,670
Taxable income amount $275,246,000
Number of returns with income tax before credits 2,660
Income tax before credits amount $48,686,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $413,000
Number of returns with total tax credits 1,070
Total tax credits amount $1,361,000
Number of returns with foreign tax credit 460
Foreign tax credit amount $169,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $107,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $220,000
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 $401,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $246,000
Number of returns with self-employment tax 470
Self-employment tax amount $2,147,000
Number of returns with total tax payments 2,640
Total tax payments amount $52,224,000
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 150
Refundable education credit amount $132,000
Number of returns with income tax 2,650
Income tax amount [10] $47,324,000
Number of returns with tax liability 2,660
Total tax liability amount [11] $49,716,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,050
Tax due at time of filing amount [12] $5,842,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $7,247,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $1,029,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,570
Number of single returns 200
Number of joint returns 1,310
Number of head of household returns 50
Number of returns with paid preparer's signature 1,190
Number of exemptions 4,360
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] 520
Adjust gross income (AGI) [5] $679,216,000
Number of returns with total income 1,570
Salaries and wages amount $691,666,000
Number of returns with salaries and wages 1,330
Salaries and wages amount $362,048
Number of returns with taxable interest 1,320
Taxable interest amount $9,185
Number of returns with ordinary dividends 1,010
Ordinary dividends amount $21,829,000
Number of returns with qualified dividends 960
Qualified dividends amount [6] $16,759
Number of returns with state and local income tax refunds 630
State and local income tax refunds amount $3,959
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $18,953,000
Number of returns with net capital gain (less loss) 1,040
Net capital gain (less loss) amount $127,326,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $13,356,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $22,401,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $362,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,741,000
Number of returns with partnership/S-corp net income (less loss) 510
Partnership/S-corp net income (less loss) amount $84,817,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $12,450,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $3,260,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,445,000
Number of returns with IRA payments 40
IRA payments amount $355,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $1,308,000
Number of returns with itemized deductions 1,530
Total itemized deductions amount $111,255,000
Amount of AGI for itemized returns $665,529,000
Number of returns with State and local income taxes 1,490
State and local income taxes amount $57,174,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $103,000
Number of returns with real estate taxes 1,360
Real estate taxes amount $13,884,000
Number of returns with taxes paid 1,530
Taxes paid amount $71,933,000
Number of returns with mortgage interest paid 1,180
Mortgage interest paid amount $21,683,000
Number of returns with contributions 1,380
Contributions amount $14,748,000
Number of returns with taxable income 1,570
Taxable income amount $554,848,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $147,337,000
Number of returns with alternative minimum tax 1,080
Alternative minimum tax amount $9,380,000
Number of returns with total tax credits 670
Total tax credits amount $2,894,000
Number of returns with foreign tax credit 450
Foreign tax credit amount $1,691,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $82,000
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 80
Residential energy tax credit amount $392,000
Number of returns with self-employment tax 360
Self-employment tax amount $3,302,000
Number of returns with total tax payments 1,550
Total tax payments amount $140,809,000
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 1,570
Income tax amount [10] $144,443,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $152,872,000
Number of returns with net investment income tax 910
Net investment income tax $3,628,000
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $25,150,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $4,999,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $7,873,000

[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.