Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 92054 Income Tax Stats

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

ZIP Code 92054 Data

Zip Code:92054
City:Oceanside
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):Oceanside
Area Code:760 / 442
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





92054 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92054 [1] 18,890
Total Number of Single Tax Returns for ZIP Code 92054 5,150
Total Number of Joint Tax Returns for ZIP Code 92054 5,590
Total Number of Dependents for ZIP Code 92054 9,900
Total Adjusted Gross Income for ZIP Code 92054 $1,112,675,000
Average Income per Person for ZIP Code 92054 $27,559
Average Income per Household for ZIP Code 92054 $58,903

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 6,320
Number of single returns 4,790
Number of joint returns 590
Number of head of household returns 830
Number of returns with paid preparer's signature 3,150
Number of exemptions 8,450
Number of dependents 2,270
Total number of volunteer prepared returns [5] 290
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 840
Number of elderly returns [4] 1,060
Adjust gross income (AGI) [5] $85,009,000
Number of returns with total income 6,320
Salaries and wages amount $86,881,000
Number of returns with salaries and wages 4,860
Salaries and wages amount $66,833
Number of returns with taxable interest 770
Taxable interest amount $450
Number of returns with ordinary dividends 430
Ordinary dividends amount $1,032,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $635
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $98
Number of returns with business or professional net income (less loss) 1,300
Business or professional net income (less loss) amount $9,440,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $441,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,934,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $4,505,000
Number of farm returns 0
Number of returns with unemployment compensation 270
Unemployment compensation amount [7] $1,137,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $399,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $311,000
Number of returns with total statutory adjustments 1,370
Total statutory adjustments amount $1,872,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $226,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $407,000
Number of returns with IRA payments 40
IRA payments amount $119,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $157,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $161,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $7,571,000
Amount of AGI for itemized returns $6,095,000
Number of returns with State and local income taxes 130
State and local income taxes amount $223,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $179,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,094,000
Number of returns with taxes paid 420
Taxes paid amount $1,596,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,383,000
Number of returns with contributions 270
Contributions amount $493,000
Number of returns with taxable income 3,230
Taxable income amount $21,150,000
Number of returns with income tax before credits 3,230
Income tax before credits amount $2,251,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $271,000
Number of returns with foreign tax credit 30
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 240
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $57,000
Number of returns with child tax credit 240
Child tax credit amount $80,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,090
Self-employment tax amount $1,540,000
Number of returns with total tax payments 5,580
Total tax payments amount $11,206,000
Number of returns with earned income credit 1,990
Earned income credit amount [8] $3,927,000
Number of returns with excess earned income credit 1,540
Excess earned income credit (refundable) amount [9] $3,268,000
Number of returns with additional child tax credit 980
Additional child tax credit amount $1,206,000
Number of returns with refundable education credit 260
Refundable education credit amount $188,000
Number of returns with income tax 2,750
Income tax amount [10] $1,979,000
Number of returns with tax liability 3,580
Total tax liability amount [11] $3,687,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [12] $952,000
Number of returns with overpayments refunded 4,950
Overpayments refunded amount [13] $8,370,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $73,000

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

Number of returns 5,530
Number of single returns 3,240
Number of joint returns 1,180
Number of head of household returns 990
Number of returns with paid preparer's signature 2,950
Number of exemptions 10,160
Number of dependents 3,470
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 760
Number of elderly returns [4] 840
Adjust gross income (AGI) [5] $199,153,000
Number of returns with total income 5,530
Salaries and wages amount $201,984,000
Number of returns with salaries and wages 4,920
Salaries and wages amount $170,518
Number of returns with taxable interest 840
Taxable interest amount $546
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,285,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $844
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $196
Number of returns with business or professional net income (less loss) 740
Business or professional net income (less loss) amount $8,658,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $681,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,872,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $10,365,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [7] $1,300,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $3,462,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,222,000
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $2,831,000
Number of returns with educator expenses 100
Educator expenses amount $22,000
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 $525,000
Number of returns with IRA payments 90
IRA payments amount $366,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $484,000
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 $14,419,000
Amount of AGI for itemized returns $28,011,000
Number of returns with State and local income taxes 440
State and local income taxes amount $747,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $274,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,669,000
Number of returns with taxes paid 740
Taxes paid amount $2,928,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $4,471,000
Number of returns with contributions 550
Contributions amount $1,253,000
Number of returns with taxable income 5,300
Taxable income amount $106,038,000
Number of returns with income tax before credits 5,280
Income tax before credits amount $13,379,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,940
Total tax credits amount $1,543,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $336,000
Number of returns with retirement savings contribution credit 620
Retirement savings contribution credit amount $118,000
Number of returns with child tax credit 1,080
Child tax credit amount $975,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 530
Self-employment tax amount $1,463,000
Number of returns with total tax payments 5,370
Total tax payments amount $21,409,000
Number of returns with earned income credit 910
Earned income credit amount [8] $1,897,000
Number of returns with excess earned income credit 720
Excess earned income credit (refundable) amount [9] $1,504,000
Number of returns with additional child tax credit 820
Additional child tax credit amount $1,154,000
Number of returns with refundable education credit 250
Refundable education credit amount $193,000
Number of returns with income tax 4,510
Income tax amount [10] $11,836,000
Number of returns with tax liability 4,700
Total tax liability amount [11] $13,512,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,070
Tax due at time of filing amount [12] $1,721,000
Number of returns with overpayments refunded 4,390
Overpayments refunded amount [13] $9,351,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $154,000

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

Number of returns 2,640
Number of single returns 1,330
Number of joint returns 990
Number of head of household returns 260
Number of returns with paid preparer's signature 1,450
Number of exemptions 5,140
Number of dependents 1,520
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $161,620,000
Number of returns with total income 2,640
Salaries and wages amount $164,123,000
Number of returns with salaries and wages 2,220
Salaries and wages amount $124,995
Number of returns with taxable interest 840
Taxable interest amount $798
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,458,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $912
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $422
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $7,662,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $2,008,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,308,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $13,640,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $642,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $5,615,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,996,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $2,503,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $378,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $546,000
Number of returns with IRA payments 90
IRA payments amount $383,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $355,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $42,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $17,408,000
Amount of AGI for itemized returns $54,234,000
Number of returns with State and local income taxes 650
State and local income taxes amount $1,836,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $277,000
Number of returns with real estate taxes 630
Real estate taxes amount $2,527,000
Number of returns with taxes paid 870
Taxes paid amount $4,907,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $5,719,000
Number of returns with contributions 720
Contributions amount $1,779,000
Number of returns with taxable income 2,620
Taxable income amount $107,239,000
Number of returns with income tax before credits 2,610
Income tax before credits amount $15,574,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 890
Total tax credits amount $1,206,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 550
Child tax credit amount $860,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,328,000
Number of returns with total tax payments 2,550
Total tax payments amount $18,220,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 100
Additional child tax credit amount $128,000
Number of returns with refundable education credit 100
Refundable education credit amount $77,000
Number of returns with income tax 2,520
Income tax amount [10] $14,367,000
Number of returns with tax liability 2,530
Total tax liability amount [11] $15,844,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $2,153,000
Number of returns with overpayments refunded 1,810
Overpayments refunded amount [13] $4,255,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $177,000

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

Number of returns 1,540
Number of single returns 640
Number of joint returns 760
Number of head of household returns 130
Number of returns with paid preparer's signature 900
Number of exemptions 3,130
Number of dependents 830
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] 130
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $133,394,000
Number of returns with total income 1,540
Salaries and wages amount $135,225,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $99,401
Number of returns with taxable interest 710
Taxable interest amount $579
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,832,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,429
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $625
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,641,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,790,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $4,113,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $12,784,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $439,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $5,474,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,620,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $1,831,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $390,000
Number of returns with IRA payments 50
IRA payments amount $281,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $107,000
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 840
Total itemized deductions amount $18,218,000
Amount of AGI for itemized returns $73,294,000
Number of returns with State and local income taxes 720
State and local income taxes amount $3,346,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $198,000
Number of returns with real estate taxes 600
Real estate taxes amount $2,662,000
Number of returns with taxes paid 840
Taxes paid amount $6,493,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $6,052,000
Number of returns with contributions 670
Contributions amount $1,916,000
Number of returns with taxable income 1,540
Taxable income amount $95,024,000
Number of returns with income tax before credits 1,540
Income tax before credits amount $14,979,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $780,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $89,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $480,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $88,000
Number of returns with self-employment tax 190
Self-employment tax amount $803,000
Number of returns with total tax payments 1,510
Total tax payments amount $16,425,000
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 60
Refundable education credit amount $45,000
Number of returns with income tax 1,520
Income tax amount [10] $14,199,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $15,147,000
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] $1,784,000
Number of returns with overpayments refunded 990
Overpayments refunded amount [13] $2,913,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $118,000

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

Number of returns 2,170
Number of single returns 520
Number of joint returns 1,520
Number of head of household returns 100
Number of returns with paid preparer's signature 1,380
Number of exemptions 5,050
Number of dependents 1,370
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] 720
Adjust gross income (AGI) [5] $296,455,000
Number of returns with total income 2,170
Salaries and wages amount $300,875,000
Number of returns with salaries and wages 1,840
Salaries and wages amount $213,356
Number of returns with taxable interest 1,440
Taxable interest amount $1,623
Number of returns with ordinary dividends 790
Ordinary dividends amount $4,492,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $3,144
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $1,884
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $9,120,000
Number of returns with net capital gain (less loss) 760
Net capital gain (less loss) amount $7,825,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $9,644,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $29,625,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $642,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,231,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $6,298,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $4,420,000
Number of returns with educator expenses 150
Educator expenses amount $43,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $671,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $865,000
Number of returns with IRA payments 90
IRA payments amount $558,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $223,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $728,000
Number of returns with itemized deductions 1,780
Total itemized deductions amount $53,827,000
Amount of AGI for itemized returns $248,112,000
Number of returns with State and local income taxes 1,670
State and local income taxes amount $13,442,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $374,000
Number of returns with real estate taxes 1,470
Real estate taxes amount $7,712,000
Number of returns with taxes paid 1,780
Taxes paid amount $22,171,000
Number of returns with mortgage interest paid 1,350
Mortgage interest paid amount $16,833,000
Number of returns with contributions 1,550
Contributions amount $5,492,000
Number of returns with taxable income 2,160
Taxable income amount $217,787,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $38,453,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $246,000
Number of returns with total tax credits 770
Total tax credits amount $962,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $42,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $138,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $385,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $171,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,526,000
Number of returns with total tax payments 2,130
Total tax payments amount $41,233,000
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 $82,000
Number of returns with income tax 2,150
Income tax amount [10] $37,492,000
Number of returns with tax liability 2,150
Total tax liability amount [11] $39,205,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 780
Tax due at time of filing amount [12] $4,270,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $5,531,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $674,000

Adjusted Gross Income: $200,000 or more

Number of returns 690
Number of single returns 110
Number of joint returns 550
Number of head of household returns 20
Number of returns with paid preparer's signature 520
Number of exemptions 1,670
Number of dependents 440
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] 230
Adjust gross income (AGI) [5] $237,044,000
Number of returns with total income 690
Salaries and wages amount $240,995,000
Number of returns with salaries and wages 590
Salaries and wages amount $131,918
Number of returns with taxable interest 570
Taxable interest amount $1,588
Number of returns with ordinary dividends 380
Ordinary dividends amount $6,185,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $5,127
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $1,325
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $12,893,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $26,486,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $6,413,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $13,484,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $141,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,162,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $26,719,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $3,951,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $840,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $813,000
Number of returns with IRA payments 20
IRA payments amount $211,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 670
Total itemized deductions amount $39,765,000
Amount of AGI for itemized returns $228,106,000
Number of returns with State and local income taxes 650
State and local income taxes amount $17,770,000
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 600
Real estate taxes amount $4,955,000
Number of returns with taxes paid 670
Taxes paid amount $23,163,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $8,494,000
Number of returns with contributions 590
Contributions amount $5,678,000
Number of returns with taxable income 690
Taxable income amount $191,596,000
Number of returns with income tax before credits 690
Income tax before credits amount $48,605,000
Number of returns with alternative minimum tax 430
Alternative minimum tax amount $2,752,000
Number of returns with total tax credits 240
Total tax credits amount $699,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $296,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $33,000
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 30
Residential energy tax credit amount $90,000
Number of returns with self-employment tax 130
Self-employment tax amount $963,000
Number of returns with total tax payments 680
Total tax payments amount $44,701,000
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 690
Income tax amount [10] $47,905,000
Number of returns with tax liability 690
Total tax liability amount [11] $50,306,000
Number of returns with net investment income tax 340
Net investment income tax $933,000
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $9,880,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $2,183,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,039,000

[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.