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ZIP Code Database - Facts & Stats

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ZIP Code 92064 Income Tax Stats

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

ZIP Code 92064 Data

Zip Code:92064
City:Poway
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):Poway
Area Code:858
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





92064 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92064 [1] 22,650
Total Number of Single Tax Returns for ZIP Code 92064 8,200
Total Number of Joint Tax Returns for ZIP Code 92064 10,820
Total Number of Dependents for ZIP Code 92064 14,850
Total Adjusted Gross Income for ZIP Code 92064 $2,592,710,000
Average Income per Person for ZIP Code 92064 $54,123
Average Income per Household for ZIP Code 92064 $114,468

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 6,000
Number of single returns 4,780
Number of joint returns 670
Number of head of household returns 470
Number of returns with paid preparer's signature 2,710
Number of exemptions 6,610
Number of dependents 1,590
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 480
Number of elderly returns [4] 1,120
Adjust gross income (AGI) [5] $72,230,000
Number of returns with total income 6,000
Salaries and wages amount $73,983,000
Number of returns with salaries and wages 4,450
Salaries and wages amount $54,125
Number of returns with taxable interest 1,050
Taxable interest amount $684
Number of returns with ordinary dividends 800
Ordinary dividends amount $1,415,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $847
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $132
Number of returns with business or professional net income (less loss) 1,040
Business or professional net income (less loss) amount $7,442,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $843,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,750,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $6,091,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $699,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $522,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount ($25,000)
Number of returns with total statutory adjustments 1,190
Total statutory adjustments amount $1,753,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $394,000
Number of returns with IRA payments 40
IRA payments amount $115,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $165,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $189,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 470
Total itemized deductions amount $9,370,000
Amount of AGI for itemized returns $6,614,000
Number of returns with State and local income taxes 130
State and local income taxes amount $300,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $204,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,421,000
Number of returns with taxes paid 460
Taxes paid amount $2,035,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,839,000
Number of returns with contributions 280
Contributions amount $508,000
Number of returns with taxable income 2,930
Taxable income amount $18,247,000
Number of returns with income tax before credits 2,850
Income tax before credits amount $1,928,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $235,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $138,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 100
Child tax credit amount $35,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 890
Self-employment tax amount $1,222,000
Number of returns with total tax payments 5,120
Total tax payments amount $8,711,000
Number of returns with earned income credit 1,320
Earned income credit amount [8] $2,544,000
Number of returns with excess earned income credit 1,040
Excess earned income credit (refundable) amount [9] $2,073,000
Number of returns with additional child tax credit 620
Additional child tax credit amount $776,000
Number of returns with refundable education credit 260
Refundable education credit amount $198,000
Number of returns with income tax 2,510
Income tax amount [10] $1,693,000
Number of returns with tax liability 3,240
Total tax liability amount [11] $3,046,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $686,000
Number of returns with overpayments refunded 4,550
Overpayments refunded amount [13] $6,152,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $92,000

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

Number of returns 3,860
Number of single returns 2,250
Number of joint returns 980
Number of head of household returns 540
Number of returns with paid preparer's signature 1,810
Number of exemptions 6,950
Number of dependents 2,170
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 440
Number of elderly returns [4] 860
Adjust gross income (AGI) [5] $141,495,000
Number of returns with total income 3,860
Salaries and wages amount $144,005,000
Number of returns with salaries and wages 3,210
Salaries and wages amount $111,201
Number of returns with taxable interest 990
Taxable interest amount $929
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,758,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,160
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $208
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $6,384,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $1,555,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $4,329,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $11,477,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $898,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $4,377,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $156,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $2,510,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $385,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $653,000
Number of returns with IRA payments 90
IRA payments amount $380,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $341,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 730
Total itemized deductions amount $15,645,000
Amount of AGI for itemized returns $27,977,000
Number of returns with State and local income taxes 390
State and local income taxes amount $971,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $355,000
Number of returns with real estate taxes 540
Real estate taxes amount $2,497,000
Number of returns with taxes paid 730
Taxes paid amount $4,037,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $4,807,000
Number of returns with contributions 570
Contributions amount $1,383,000
Number of returns with taxable income 3,630
Taxable income amount $74,487,000
Number of returns with income tax before credits 3,620
Income tax before credits amount $9,336,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,390
Total tax credits amount $1,127,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $246,000
Number of returns with retirement savings contribution credit 470
Retirement savings contribution credit amount $91,000
Number of returns with child tax credit 670
Child tax credit amount $624,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $58,000
Number of returns with self-employment tax 420
Self-employment tax amount $1,119,000
Number of returns with total tax payments 3,710
Total tax payments amount $15,237,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,313,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $998,000
Number of returns with additional child tax credit 540
Additional child tax credit amount $775,000
Number of returns with refundable education credit 160
Refundable education credit amount $120,000
Number of returns with income tax 3,100
Income tax amount [10] $8,209,000
Number of returns with tax liability 3,280
Total tax liability amount [11] $9,505,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $1,140,000
Number of returns with overpayments refunded 2,990
Overpayments refunded amount [13] $6,615,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $200,000

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

Number of returns 2,630
Number of single returns 1,160
Number of joint returns 1,070
Number of head of household returns 330
Number of returns with paid preparer's signature 1,380
Number of exemptions 5,260
Number of dependents 1,570
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 260
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $162,914,000
Number of returns with total income 2,630
Salaries and wages amount $165,931,000
Number of returns with salaries and wages 2,080
Salaries and wages amount $115,049
Number of returns with taxable interest 1,130
Taxable interest amount $963
Number of returns with ordinary dividends 660
Ordinary dividends amount $2,717,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,867
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $648
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $6,010,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $1,910,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $6,343,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $17,898,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $641,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $9,590,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,065,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $3,017,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
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 $750,000
Number of returns with IRA payments 90
IRA payments amount $504,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $328,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,090
Total itemized deductions amount $24,770,000
Amount of AGI for itemized returns $68,428,000
Number of returns with State and local income taxes 790
State and local income taxes amount $2,321,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $437,000
Number of returns with real estate taxes 870
Real estate taxes amount $3,900,000
Number of returns with taxes paid 1,090
Taxes paid amount $6,969,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $8,346,000
Number of returns with contributions 900
Contributions amount $2,258,000
Number of returns with taxable income 2,580
Taxable income amount $103,354,000
Number of returns with income tax before credits 2,570
Income tax before credits amount $14,745,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 990
Total tax credits amount $1,355,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $194,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 590
Child tax credit amount $865,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $138,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,045,000
Number of returns with total tax payments 2,550
Total tax payments amount $17,675,000
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 100
Additional child tax credit amount $138,000
Number of returns with refundable education credit 120
Refundable education credit amount $99,000
Number of returns with income tax 2,450
Income tax amount [10] $13,391,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $14,609,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $1,813,000
Number of returns with overpayments refunded 1,790
Overpayments refunded amount [13] $4,638,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $197,000

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

Number of returns 2,080
Number of single returns 630
Number of joint returns 1,260
Number of head of household returns 150
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,760
Number of dependents 1,420
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] 120
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $181,237,000
Number of returns with total income 2,080
Salaries and wages amount $184,649,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $124,806
Number of returns with taxable interest 1,190
Taxable interest amount $1,143
Number of returns with ordinary dividends 700
Ordinary dividends amount $2,995,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $2,159
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $1,197
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $7,240,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $3,103,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $7,632,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $21,663,000
Number of farm returns 40
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $476,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $11,047,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,098,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $3,412,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $325,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $772,000
Number of returns with IRA payments 80
IRA payments amount $559,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $207,000
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 1,260
Total itemized deductions amount $31,433,000
Amount of AGI for itemized returns $110,550,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $4,735,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $318,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $5,402,000
Number of returns with taxes paid 1,250
Taxes paid amount $10,909,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $10,831,000
Number of returns with contributions 1,070
Contributions amount $3,515,000
Number of returns with taxable income 2,070
Taxable income amount $121,583,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $18,272,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 870
Total tax credits amount $1,447,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $42,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 550
Child tax credit amount $855,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $269,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,210,000
Number of returns with total tax payments 2,040
Total tax payments amount $20,911,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $37,000
Number of returns with refundable education credit 100
Refundable education credit amount $85,000
Number of returns with income tax 2,010
Income tax amount [10] $16,825,000
Number of returns with tax liability 2,030
Total tax liability amount [11] $18,180,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $2,000,000
Number of returns with overpayments refunded 1,340
Overpayments refunded amount [13] $4,344,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $357,000

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

Number of returns 4,980
Number of single returns 680
Number of joint returns 4,030
Number of head of household returns 220
Number of returns with paid preparer's signature 2,760
Number of exemptions 13,730
Number of dependents 4,720
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 230
Number of elderly returns [4] 1,700
Adjust gross income (AGI) [5] $707,074,000
Number of returns with total income 4,980
Salaries and wages amount $716,160,000
Number of returns with salaries and wages 4,260
Salaries and wages amount $514,966
Number of returns with taxable interest 3,710
Taxable interest amount $4,333
Number of returns with ordinary dividends 2,190
Ordinary dividends amount $13,351,000
Number of returns with qualified dividends 2,070
Qualified dividends amount [6] $9,303
Number of returns with state and local income tax refunds 2,570
State and local income tax refunds amount $5,460
Number of returns with business or professional net income (less loss) 1,040
Business or professional net income (less loss) amount $21,409,000
Number of returns with net capital gain (less loss) 2,040
Net capital gain (less loss) amount $16,815,000
Number of returns with taxable individual retirement arrangements distributions 920
Taxable individual retirement arrangements distributions amount $27,736,000
Number of returns with taxable pensions and annuities 1,500
Taxable pensions and annuities amount $65,910,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,402,000
Number of returns with taxable Social Security benefits 1,100
Taxable Social Security benefits amount $25,542,000
Number of returns with partnership/S-corp net income (less loss) 580
Partnership/S-corp net income (less loss) amount $12,322,000
Number of returns with total statutory adjustments 1,690
Total statutory adjustments amount $9,086,000
Number of returns with educator expenses 260
Educator expenses amount $72,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,492,000
Number of returns with self-employment health insurance deduction 270
Self-employment health insurance deduction amount $2,380,000
Number of returns with IRA payments 240
IRA payments amount $1,417,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $436,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $161,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $127,000
Number of returns with itemized deductions 4,310
Total itemized deductions amount $140,553,000
Amount of AGI for itemized returns $621,821,000
Number of returns with State and local income taxes 4,020
State and local income taxes amount $33,154,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $675,000
Number of returns with real estate taxes 3,960
Real estate taxes amount $25,624,000
Number of returns with taxes paid 4,310
Taxes paid amount $61,394,000
Number of returns with mortgage interest paid 3,620
Mortgage interest paid amount $49,875,000
Number of returns with contributions 3,840
Contributions amount $14,888,000
Number of returns with taxable income 4,960
Taxable income amount $503,193,000
Number of returns with income tax before credits 4,940
Income tax before credits amount $86,485,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $434,000
Number of returns with total tax credits 2,370
Total tax credits amount $4,156,000
Number of returns with foreign tax credit 750
Foreign tax credit amount $224,000
Number of returns with child and dependent care credit 580
Child and dependent care credit amount $312,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $460,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 920
Child tax credit amount $1,171,000
Number of returns with residential energy tax credit 340
Residential energy tax credit amount $1,630,000
Number of returns with self-employment tax 760
Self-employment tax amount $3,356,000
Number of returns with total tax payments 4,910
Total tax payments amount $94,386,000
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 30
Additional child tax credit amount $39,000
Number of returns with refundable education credit 320
Refundable education credit amount $275,000
Number of returns with income tax 4,890
Income tax amount [10] $82,329,000
Number of returns with tax liability 4,910
Total tax liability amount [11] $86,114,000
Number of returns with net investment income tax 30
Net investment income tax $61,000
Number of returns with tax due at time of filing 1,780
Tax due at time of filing amount [12] $8,011,000
Number of returns with overpayments refunded 2,970
Overpayments refunded amount [13] $14,634,000
Number of returns with credit to next year’s estimated tax 280
Credited to next year’s estimated tax amount $1,526,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,100
Number of single returns 190
Number of joint returns 2,810
Number of head of household returns 70
Number of returns with paid preparer's signature 2,090
Number of exemptions 9,290
Number of dependents 3,380
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] 60
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $1,327,760,000
Number of returns with total income 3,100
Salaries and wages amount $1,354,359,000
Number of returns with salaries and wages 2,770
Salaries and wages amount $790,028
Number of returns with taxable interest 2,720
Taxable interest amount $13,196
Number of returns with ordinary dividends 2,110
Ordinary dividends amount $41,158,000
Number of returns with qualified dividends 1,990
Qualified dividends amount [6] $32,371
Number of returns with state and local income tax refunds 1,370
State and local income tax refunds amount $8,332
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $43,029,000
Number of returns with net capital gain (less loss) 2,110
Net capital gain (less loss) amount $152,318,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $22,669,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $40,374,000
Number of farm returns 30
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $624,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $12,242,000
Number of returns with partnership/S-corp net income (less loss) 1,020
Partnership/S-corp net income (less loss) amount $195,599,000
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $26,599,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 260
Self-employment retirement plans amount $9,841,000
Number of returns with self-employment health insurance deduction 400
Self-employment health insurance deduction amount $5,720,000
Number of returns with IRA payments 70
IRA payments amount $701,000
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 90
Domestic production activities deduction amount $2,538,000
Number of returns with itemized deductions 3,060
Total itemized deductions amount $239,369,000
Amount of AGI for itemized returns $1,313,768,000
Number of returns with State and local income taxes 3,010
State and local income taxes amount $119,938,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $130,000
Number of returns with real estate taxes 2,930
Real estate taxes amount $34,209,000
Number of returns with taxes paid 3,060
Taxes paid amount $156,696,000
Number of returns with mortgage interest paid 2,570
Mortgage interest paid amount $47,017,000
Number of returns with contributions 2,850
Contributions amount $28,580,000
Number of returns with taxable income 3,090
Taxable income amount $1,065,815,000
Number of returns with income tax before credits 3,090
Income tax before credits amount $291,054,000
Number of returns with alternative minimum tax 2,220
Alternative minimum tax amount $19,142,000
Number of returns with total tax credits 1,470
Total tax credits amount $5,328,000
Number of returns with foreign tax credit 970
Foreign tax credit amount $1,266,000
Number of returns with child and dependent care credit 340
Child and dependent care credit amount $185,000
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 230
Residential energy tax credit amount $1,921,000
Number of returns with self-employment tax 710
Self-employment tax amount $7,578,000
Number of returns with total tax payments 3,080
Total tax payments amount $282,298,000
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 3,090
Income tax amount [10] $285,726,000
Number of returns with tax liability 3,100
Total tax liability amount [11] $301,686,000
Number of returns with net investment income tax 1,810
Net investment income tax $4,883,000
Number of returns with tax due at time of filing 1,600
Tax due at time of filing amount [12] $44,867,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $11,632,000
Number of returns with credit to next year’s estimated tax 430
Credited to next year’s estimated tax amount $13,389,000

[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.