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ZIP Code Database - Facts & Stats

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ZIP Code 92026 Income Tax Stats

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

ZIP Code 92026 Data

Zip Code:92026
City:Escondido
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):Escondido
Area Code:760
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


92026 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92026 [1] 24,310
Total Number of Single Tax Returns for ZIP Code 92026 9,000
Total Number of Joint Tax Returns for ZIP Code 92026 9,820
Total Number of Dependents for ZIP Code 92026 15,300
Total Adjusted Gross Income for ZIP Code 92026 $1,623,899,000
Average Income per Person for ZIP Code 92026 $33,194
Average Income per Household for ZIP Code 92026 $66,800

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 7,530
Number of single returns 5,540
Number of joint returns 1,050
Number of head of household returns 850
Number of returns with paid preparer's signature 3,890
Number of exemptions 10,130
Number of dependents 2,780
Total number of volunteer prepared returns [5] 310
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 160
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 820
Number of elderly returns [4] 1,550
Adjust gross income (AGI) [5] $99,013,000
Number of returns with total income 7,530
Salaries and wages amount $101,060,000
Number of returns with salaries and wages 5,620
Salaries and wages amount $74,652
Number of returns with taxable interest 1,140
Taxable interest amount $782
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,202,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $630
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $101
Number of returns with business or professional net income (less loss) 1,430
Business or professional net income (less loss) amount $11,639,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $259,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $3,080,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $6,975,000
Number of farm returns 20
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,141,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $612,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount ($193,000)
Number of returns with total statutory adjustments 1,560
Total statutory adjustments amount $2,047,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $361,000
Number of returns with IRA payments 50
IRA payments amount $166,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $208,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $172,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 630
Total itemized deductions amount $11,153,000
Amount of AGI for itemized returns $8,984,000
Number of returns with State and local income taxes 130
State and local income taxes amount $251,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $297,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,879,000
Number of returns with taxes paid 610
Taxes paid amount $2,593,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $3,556,000
Number of returns with contributions 400
Contributions amount $728,000
Number of returns with taxable income 3,630
Taxable income amount $22,882,000
Number of returns with income tax before credits 3,620
Income tax before credits amount $2,443,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $308,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $160,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 230
Child tax credit amount $77,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,240
Self-employment tax amount $1,844,000
Number of returns with total tax payments 6,530
Total tax payments amount $13,039,000
Number of returns with earned income credit 2,150
Earned income credit amount [8] $4,798,000
Number of returns with excess earned income credit 1,740
Excess earned income credit (refundable) amount [9] $4,017,000
Number of returns with additional child tax credit 1,170
Additional child tax credit amount $1,469,000
Number of returns with refundable education credit 360
Refundable education credit amount $261,000
Number of returns with income tax 3,110
Income tax amount [10] $2,136,000
Number of returns with tax liability 4,160
Total tax liability amount [11] $4,118,000
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] $1,022,000
Number of returns with overpayments refunded 5,830
Overpayments refunded amount [13] $9,834,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $63,000

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

Number of returns 6,150
Number of single returns 3,210
Number of joint returns 1,640
Number of head of household returns 1,170
Number of returns with paid preparer's signature 3,410
Number of exemptions 12,080
Number of dependents 4,330
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 840
Number of elderly returns [4] 1,140
Adjust gross income (AGI) [5] $222,952,000
Number of returns with total income 6,150
Salaries and wages amount $225,536,000
Number of returns with salaries and wages 5,330
Salaries and wages amount $184,348
Number of returns with taxable interest 1,170
Taxable interest amount $861
Number of returns with ordinary dividends 540
Ordinary dividends amount $1,728,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,143
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $285
Number of returns with business or professional net income (less loss) 890
Business or professional net income (less loss) amount $9,629,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $876,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $4,187,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $13,555,000
Number of farm returns 0
Number of returns with unemployment compensation 310
Unemployment compensation amount [7] $1,537,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $5,692,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,333,000
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $2,584,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $620,000
Number of returns with IRA payments 90
IRA payments amount $341,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $420,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,090
Total itemized deductions amount $20,610,000
Amount of AGI for itemized returns $41,899,000
Number of returns with State and local income taxes 560
State and local income taxes amount $908,000
Number of returns with State and local general sales tax 470
State and local general sales tax amount $544,000
Number of returns with real estate taxes 820
Real estate taxes amount $3,287,000
Number of returns with taxes paid 1,080
Taxes paid amount $5,106,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $6,692,000
Number of returns with contributions 800
Contributions amount $1,970,000
Number of returns with taxable income 5,840
Taxable income amount $111,937,000
Number of returns with income tax before credits 5,820
Income tax before credits amount $13,875,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,420
Total tax credits amount $1,992,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $117,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $341,000
Number of returns with retirement savings contribution credit 890
Retirement savings contribution credit amount $166,000
Number of returns with child tax credit 1,380
Child tax credit amount $1,285,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $62,000
Number of returns with self-employment tax 660
Self-employment tax amount $1,657,000
Number of returns with total tax payments 5,930
Total tax payments amount $23,590,000
Number of returns with earned income credit 1,310
Earned income credit amount [8] $2,664,000
Number of returns with excess earned income credit 1,030
Excess earned income credit (refundable) amount [9] $2,049,000
Number of returns with additional child tax credit 1,040
Additional child tax credit amount $1,463,000
Number of returns with refundable education credit 280
Refundable education credit amount $199,000
Number of returns with income tax 4,850
Income tax amount [10] $11,883,000
Number of returns with tax liability 5,180
Total tax liability amount [11] $13,837,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,110
Tax due at time of filing amount [12] $1,772,000
Number of returns with overpayments refunded 4,940
Overpayments refunded amount [13] $11,248,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $165,000

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

Number of returns 3,480
Number of single returns 1,380
Number of joint returns 1,620
Number of head of household returns 410
Number of returns with paid preparer's signature 2,000
Number of exemptions 7,620
Number of dependents 2,530
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $214,011,000
Number of returns with total income 3,480
Salaries and wages amount $216,760,000
Number of returns with salaries and wages 2,930
Salaries and wages amount $163,623
Number of returns with taxable interest 1,330
Taxable interest amount $1,198
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,289,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $1,554
Number of returns with state and local income tax refunds 710
State and local income tax refunds amount $739
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $6,996,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $2,128,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $6,274,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $18,592,000
Number of farm returns 30
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $899,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $10,483,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,441,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $2,749,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $518,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $554,000
Number of returns with IRA payments 90
IRA payments amount $447,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $406,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,390
Total itemized deductions amount $28,389,000
Amount of AGI for itemized returns $87,195,000
Number of returns with State and local income taxes 1,010
State and local income taxes amount $2,741,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $534,000
Number of returns with real estate taxes 1,130
Real estate taxes amount $4,612,000
Number of returns with taxes paid 1,380
Taxes paid amount $8,387,000
Number of returns with mortgage interest paid 1,030
Mortgage interest paid amount $9,969,000
Number of returns with contributions 1,060
Contributions amount $2,820,000
Number of returns with taxable income 3,460
Taxable income amount $134,397,000
Number of returns with income tax before credits 3,440
Income tax before credits amount $18,846,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,410
Total tax credits amount $2,106,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $255,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 900
Child tax credit amount $1,409,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $244,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,217,000
Number of returns with total tax payments 3,380
Total tax payments amount $22,313,000
Number of returns with earned income credit 30
Earned income credit amount [8] $9,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 160
Additional child tax credit amount $206,000
Number of returns with refundable education credit 170
Refundable education credit amount $132,000
Number of returns with income tax 3,240
Income tax amount [10] $16,740,000
Number of returns with tax liability 3,300
Total tax liability amount [11] $18,152,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [12] $2,317,000
Number of returns with overpayments refunded 2,410
Overpayments refunded amount [13] $6,157,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $211,000

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

Number of returns 2,300
Number of single returns 610
Number of joint returns 1,460
Number of head of household returns 180
Number of returns with paid preparer's signature 1,360
Number of exemptions 5,420
Number of dependents 1,670
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] 170
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $199,586,000
Number of returns with total income 2,300
Salaries and wages amount $202,087,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $145,813
Number of returns with taxable interest 1,280
Taxable interest amount $897
Number of returns with ordinary dividends 520
Ordinary dividends amount $2,363,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $1,564
Number of returns with state and local income tax refunds 810
State and local income tax refunds amount $1,126
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $6,019,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $2,981,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $6,772,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $21,831,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $609,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $10,307,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,789,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $2,501,000
Number of returns with educator expenses 90
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 $545,000
Number of returns with IRA payments 80
IRA payments amount $414,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $253,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,510
Total itemized deductions amount $35,298,000
Amount of AGI for itemized returns $131,857,000
Number of returns with State and local income taxes 1,270
State and local income taxes amount $5,522,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $429,000
Number of returns with real estate taxes 1,320
Real estate taxes amount $5,878,000
Number of returns with taxes paid 1,510
Taxes paid amount $12,403,000
Number of returns with mortgage interest paid 1,190
Mortgage interest paid amount $12,750,000
Number of returns with contributions 1,210
Contributions amount $3,483,000
Number of returns with taxable income 2,290
Taxable income amount $133,689,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $19,946,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $1,745,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $215,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $987,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $371,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,091,000
Number of returns with total tax payments 2,260
Total tax payments amount $22,716,000
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 50
Additional child tax credit amount $84,000
Number of returns with refundable education credit 130
Refundable education credit amount $108,000
Number of returns with income tax 2,230
Income tax amount [10] $18,201,000
Number of returns with tax liability 2,240
Total tax liability amount [11] $19,443,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $2,071,000
Number of returns with overpayments refunded 1,530
Overpayments refunded amount [13] $5,117,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $177,000

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

Number of returns 3,840
Number of single returns 520
Number of joint returns 3,150
Number of head of household returns 150
Number of returns with paid preparer's signature 2,360
Number of exemptions 10,150
Number of dependents 3,170
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] 210
Number of elderly returns [4] 1,260
Adjust gross income (AGI) [5] $523,462,000
Number of returns with total income 3,840
Salaries and wages amount $530,106,000
Number of returns with salaries and wages 3,360
Salaries and wages amount $391,819
Number of returns with taxable interest 2,670
Taxable interest amount $2,826
Number of returns with ordinary dividends 1,230
Ordinary dividends amount $6,814,000
Number of returns with qualified dividends 1,150
Qualified dividends amount [6] $4,922
Number of returns with state and local income tax refunds 1,960
State and local income tax refunds amount $3,660
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $14,473,000
Number of returns with net capital gain (less loss) 1,150
Net capital gain (less loss) amount $10,485,000
Number of returns with taxable individual retirement arrangements distributions 660
Taxable individual retirement arrangements distributions amount $17,525,000
Number of returns with taxable pensions and annuities 1,110
Taxable pensions and annuities amount $47,727,000
Number of farm returns 40
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,057,000
Number of returns with taxable Social Security benefits 820
Taxable Social Security benefits amount $18,386,000
Number of returns with partnership/S-corp net income (less loss) 380
Partnership/S-corp net income (less loss) amount $9,968,000
Number of returns with total statutory adjustments 1,320
Total statutory adjustments amount $6,644,000
Number of returns with educator expenses 210
Educator expenses amount $59,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,056,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,420,000
Number of returns with IRA payments 170
IRA payments amount $999,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $483,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $137,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $120,000
Number of returns with itemized deductions 3,290
Total itemized deductions amount $99,125,000
Amount of AGI for itemized returns $454,625,000
Number of returns with State and local income taxes 3,080
State and local income taxes amount $22,976,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $588,000
Number of returns with real estate taxes 3,010
Real estate taxes amount $15,984,000
Number of returns with taxes paid 3,290
Taxes paid amount $41,064,000
Number of returns with mortgage interest paid 2,810
Mortgage interest paid amount $35,372,000
Number of returns with contributions 2,840
Contributions amount $10,669,000
Number of returns with taxable income 3,830
Taxable income amount $376,845,000
Number of returns with income tax before credits 3,830
Income tax before credits amount $64,016,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $274,000
Number of returns with total tax credits 1,540
Total tax credits amount $2,693,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $83,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $188,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $382,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 680
Child tax credit amount $921,000
Number of returns with residential energy tax credit 200
Residential energy tax credit amount $903,000
Number of returns with self-employment tax 520
Self-employment tax amount $2,264,000
Number of returns with total tax payments 3,800
Total tax payments amount $68,104,000
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 270
Refundable education credit amount $226,000
Number of returns with income tax 3,800
Income tax amount [10] $61,323,000
Number of returns with tax liability 3,810
Total tax liability amount [11] $64,016,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,400
Tax due at time of filing amount [12] $6,630,000
Number of returns with overpayments refunded 2,280
Overpayments refunded amount [13] $9,892,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $736,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,010
Number of single returns 80
Number of joint returns 900
Number of head of household returns 20
Number of returns with paid preparer's signature 700
Number of exemptions 2,730
Number of dependents 820
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] 340
Adjust gross income (AGI) [5] $364,875,000
Number of returns with total income 1,010
Salaries and wages amount $370,759,000
Number of returns with salaries and wages 900
Salaries and wages amount $202,483
Number of returns with taxable interest 830
Taxable interest amount $2,661
Number of returns with ordinary dividends 510
Ordinary dividends amount $10,454,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $8,757
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $2,742
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $7,890,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $47,723,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $7,088,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $17,028,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $268,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $4,534,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $49,127,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $5,884,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $860,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,114,000
Number of returns with IRA payments 20
IRA payments amount $186,000
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 30
Domestic production activities deduction amount $1,879,000
Number of returns with itemized deductions 990
Total itemized deductions amount $69,504,000
Amount of AGI for itemized returns $354,929,000
Number of returns with State and local income taxes 970
State and local income taxes amount $31,414,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $81,000
Number of returns with real estate taxes 920
Real estate taxes amount $7,267,000
Number of returns with taxes paid 990
Taxes paid amount $39,321,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $13,051,000
Number of returns with contributions 900
Contributions amount $11,610,000
Number of returns with taxable income 1,010
Taxable income amount $286,814,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $71,650,000
Number of returns with alternative minimum tax 590
Alternative minimum tax amount $4,283,000
Number of returns with total tax credits 350
Total tax credits amount $1,270,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $196,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
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 90
Residential energy tax credit amount $571,000
Number of returns with self-employment tax 170
Self-employment tax amount $1,139,000
Number of returns with total tax payments 1,000
Total tax payments amount $72,021,000
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 1,010
Income tax amount [10] $70,380,000
Number of returns with tax liability 1,010
Total tax liability amount [11] $73,567,000
Number of returns with net investment income tax 460
Net investment income tax $1,434,000
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $9,722,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $3,982,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $4,092,000

[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.