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ZIP Code Database - Facts & Stats

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ZIP Code 92069 Income Tax Stats

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

ZIP Code 92069 Data

Zip Code:92069
City:San Marcos
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):San Marcos
Area Code:760
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


92069 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92069 [1] 21,770
Total Number of Single Tax Returns for ZIP Code 92069 7,900
Total Number of Joint Tax Returns for ZIP Code 92069 8,690
Total Number of Dependents for ZIP Code 92069 17,270
Total Adjusted Gross Income for ZIP Code 92069 $1,379,720,000
Average Income per Person for ZIP Code 92069 $29,755
Average Income per Household for ZIP Code 92069 $63,377

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 7,260
Number of single returns 5,350
Number of joint returns 940
Number of head of household returns 880
Number of returns with paid preparer's signature 3,880
Number of exemptions 10,020
Number of dependents 3,180
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 190
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 720
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $96,051,000
Number of returns with total income 7,260
Salaries and wages amount $97,769,000
Number of returns with salaries and wages 5,690
Salaries and wages amount $76,559
Number of returns with taxable interest 840
Taxable interest amount $409
Number of returns with ordinary dividends 390
Ordinary dividends amount $607,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $361
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $92
Number of returns with business or professional net income (less loss) 1,390
Business or professional net income (less loss) amount $11,348,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $264,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $2,305,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $5,011,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $881,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $460,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $91,000
Number of returns with total statutory adjustments 1,460
Total statutory adjustments amount $1,718,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $247,000
Number of returns with IRA payments 30
IRA payments amount $122,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $155,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $138,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $7,632,000
Amount of AGI for itemized returns $6,594,000
Number of returns with State and local income taxes 110
State and local income taxes amount $199,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $185,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,337,000
Number of returns with taxes paid 420
Taxes paid amount $1,878,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $2,710,000
Number of returns with contributions 270
Contributions amount $435,000
Number of returns with taxable income 3,580
Taxable income amount $22,472,000
Number of returns with income tax before credits 3,580
Income tax before credits amount $2,396,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 910
Total tax credits amount $326,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $178,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $49,000
Number of returns with child tax credit 260
Child tax credit amount $89,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,180
Self-employment tax amount $1,749,000
Number of returns with total tax payments 6,460
Total tax payments amount $12,651,000
Number of returns with earned income credit 1,980
Earned income credit amount [8] $4,580,000
Number of returns with excess earned income credit 1,620
Excess earned income credit (refundable) amount [9] $3,839,000
Number of returns with additional child tax credit 1,240
Additional child tax credit amount $1,611,000
Number of returns with refundable education credit 370
Refundable education credit amount $255,000
Number of returns with income tax 3,030
Income tax amount [10] $2,070,000
Number of returns with tax liability 4,050
Total tax liability amount [11] $3,958,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,030
Tax due at time of filing amount [12] $963,000
Number of returns with overpayments refunded 5,780
Overpayments refunded amount [13] $9,601,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $21,000

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

Number of returns 5,690
Number of single returns 2,810
Number of joint returns 1,620
Number of head of household returns 1,140
Number of returns with paid preparer's signature 3,330
Number of exemptions 12,230
Number of dependents 4,960
Total number of volunteer prepared returns [5] 210
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 30
Number of refund anticipation check returns [3] 640
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $204,420,000
Number of returns with total income 5,690
Salaries and wages amount $206,503,000
Number of returns with salaries and wages 5,100
Salaries and wages amount $174,871
Number of returns with taxable interest 900
Taxable interest amount $562
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,267,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $783
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $233
Number of returns with business or professional net income (less loss) 780
Business or professional net income (less loss) amount $9,103,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,174,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,174,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $9,595,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [7] $1,322,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $3,673,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,054,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $2,083,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $318,000
Number of returns with IRA payments 70
IRA payments amount $298,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $382,000
Number of returns with tuition and fees deduction 20
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 850
Total itemized deductions amount $15,967,000
Amount of AGI for itemized returns $32,182,000
Number of returns with State and local income taxes 430
State and local income taxes amount $755,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $419,000
Number of returns with real estate taxes 630
Real estate taxes amount $2,624,000
Number of returns with taxes paid 840
Taxes paid amount $4,160,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $5,768,000
Number of returns with contributions 570
Contributions amount $1,153,000
Number of returns with taxable income 5,320
Taxable income amount $99,229,000
Number of returns with income tax before credits 5,310
Income tax before credits amount $12,304,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,330
Total tax credits amount $1,942,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $334,000
Number of returns with retirement savings contribution credit 750
Retirement savings contribution credit amount $143,000
Number of returns with child tax credit 1,440
Child tax credit amount $1,323,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 610
Self-employment tax amount $1,559,000
Number of returns with total tax payments 5,540
Total tax payments amount $21,709,000
Number of returns with earned income credit 1,300
Earned income credit amount [8] $2,740,000
Number of returns with excess earned income credit 1,010
Excess earned income credit (refundable) amount [9] $2,087,000
Number of returns with additional child tax credit 1,210
Additional child tax credit amount $1,775,000
Number of returns with refundable education credit 250
Refundable education credit amount $183,000
Number of returns with income tax 4,260
Income tax amount [10] $10,362,000
Number of returns with tax liability 4,620
Total tax liability amount [11] $12,156,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 960
Tax due at time of filing amount [12] $1,567,000
Number of returns with overpayments refunded 4,650
Overpayments refunded amount [13] $10,879,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $112,000

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

Number of returns 2,810
Number of single returns 1,040
Number of joint returns 1,370
Number of head of household returns 360
Number of returns with paid preparer's signature 1,670
Number of exemptions 6,730
Number of dependents 2,550
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $172,675,000
Number of returns with total income 2,810
Salaries and wages amount $174,799,000
Number of returns with salaries and wages 2,470
Salaries and wages amount $139,624
Number of returns with taxable interest 950
Taxable interest amount $491
Number of returns with ordinary dividends 370
Ordinary dividends amount $965,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $632
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $551
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $5,989,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $966,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,078,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $11,915,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $675,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $6,668,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,653,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $2,124,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $429,000
Number of returns with IRA payments 80
IRA payments amount $349,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $358,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,040
Total itemized deductions amount $21,641,000
Amount of AGI for itemized returns $65,477,000
Number of returns with State and local income taxes 780
State and local income taxes amount $2,008,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $375,000
Number of returns with real estate taxes 850
Real estate taxes amount $3,692,000
Number of returns with taxes paid 1,040
Taxes paid amount $6,486,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $7,977,000
Number of returns with contributions 790
Contributions amount $1,929,000
Number of returns with taxable income 2,790
Taxable income amount $106,585,000
Number of returns with income tax before credits 2,790
Income tax before credits amount $15,072,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,210
Total tax credits amount $1,856,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $37,000
Number of returns with child tax credit 870
Child tax credit amount $1,325,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $123,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,101,000
Number of returns with total tax payments 2,750
Total tax payments amount $17,595,000
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 170
Additional child tax credit amount $232,000
Number of returns with refundable education credit 130
Refundable education credit amount $111,000
Number of returns with income tax 2,590
Income tax amount [10] $13,216,000
Number of returns with tax liability 2,650
Total tax liability amount [11] $14,538,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 800
Tax due at time of filing amount [12] $2,037,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [13] $4,941,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $69,000

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

Number of returns 1,730
Number of single returns 430
Number of joint returns 1,100
Number of head of household returns 170
Number of returns with paid preparer's signature 1,000
Number of exemptions 4,510
Number of dependents 1,680
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] 140
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $150,805,000
Number of returns with total income 1,730
Salaries and wages amount $152,512,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $121,694
Number of returns with taxable interest 820
Taxable interest amount $341
Number of returns with ordinary dividends 320
Ordinary dividends amount $990,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $738
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $892
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,557,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,060,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,881,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $11,035,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $549,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $5,547,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,500,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,707,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $286,000
Number of returns with IRA payments 50
IRA payments amount $262,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $236,000
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 1,060
Total itemized deductions amount $24,590,000
Amount of AGI for itemized returns $92,976,000
Number of returns with State and local income taxes 930
State and local income taxes amount $3,695,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $233,000
Number of returns with real estate taxes 900
Real estate taxes amount $4,390,000
Number of returns with taxes paid 1,060
Taxes paid amount $8,738,000
Number of returns with mortgage interest paid 860
Mortgage interest paid amount $9,532,000
Number of returns with contributions 850
Contributions amount $2,247,000
Number of returns with taxable income 1,730
Taxable income amount $100,574,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $15,015,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 810
Total tax credits amount $1,407,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $160,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 620
Child tax credit amount $962,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $148,000
Number of returns with self-employment tax 210
Self-employment tax amount $609,000
Number of returns with total tax payments 1,710
Total tax payments amount $16,993,000
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 $49,000
Number of returns with refundable education credit 90
Refundable education credit amount $80,000
Number of returns with income tax 1,700
Income tax amount [10] $13,608,000
Number of returns with tax liability 1,700
Total tax liability amount [11] $14,315,000
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] $1,435,000
Number of returns with overpayments refunded 1,190
Overpayments refunded amount [13] $3,971,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $76,000

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

Number of returns 3,390
Number of single returns 390
Number of joint returns 2,830
Number of head of household returns 170
Number of returns with paid preparer's signature 1,910
Number of exemptions 10,020
Number of dependents 3,810
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] 180
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $466,616,000
Number of returns with total income 3,390
Salaries and wages amount $471,705,000
Number of returns with salaries and wages 3,120
Salaries and wages amount $380,527
Number of returns with taxable interest 2,280
Taxable interest amount $1,666
Number of returns with ordinary dividends 970
Ordinary dividends amount $3,249,000
Number of returns with qualified dividends 910
Qualified dividends amount [6] $2,540
Number of returns with state and local income tax refunds 1,760
State and local income tax refunds amount $3,428
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $13,206,000
Number of returns with net capital gain (less loss) 920
Net capital gain (less loss) amount $7,138,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $9,550,000
Number of returns with taxable pensions and annuities 760
Taxable pensions and annuities amount $29,210,000
Number of farm returns 30
Number of returns with unemployment compensation 270
Unemployment compensation amount [7] $1,328,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $10,065,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $8,875,000
Number of returns with total statutory adjustments 1,270
Total statutory adjustments amount $5,089,000
Number of returns with educator expenses 220
Educator expenses amount $60,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $559,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,005,000
Number of returns with IRA payments 140
IRA payments amount $792,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $471,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $120,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $102,000
Number of returns with itemized deductions 2,870
Total itemized deductions amount $88,135,000
Amount of AGI for itemized returns $402,464,000
Number of returns with State and local income taxes 2,720
State and local income taxes amount $20,743,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $456,000
Number of returns with real estate taxes 2,620
Real estate taxes amount $15,925,000
Number of returns with taxes paid 2,870
Taxes paid amount $38,544,000
Number of returns with mortgage interest paid 2,500
Mortgage interest paid amount $32,673,000
Number of returns with contributions 2,460
Contributions amount $8,359,000
Number of returns with taxable income 3,390
Taxable income amount $331,489,000
Number of returns with income tax before credits 3,380
Income tax before credits amount $56,415,000
Number of returns with alternative minimum tax 140
Alternative minimum tax amount $269,000
Number of returns with total tax credits 1,540
Total tax credits amount $2,654,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 460
Child and dependent care credit amount $265,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $370,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 820
Child tax credit amount $1,079,000
Number of returns with residential energy tax credit 170
Residential energy tax credit amount $714,000
Number of returns with self-employment tax 490
Self-employment tax amount $1,995,000
Number of returns with total tax payments 3,360
Total tax payments amount $60,713,000
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 $31,000
Number of returns with refundable education credit 260
Refundable education credit amount $217,000
Number of returns with income tax 3,360
Income tax amount [10] $53,761,000
Number of returns with tax liability 3,360
Total tax liability amount [11] $56,082,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $5,579,000
Number of returns with overpayments refunded 2,150
Overpayments refunded amount [13] $9,698,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $409,000

Adjusted Gross Income: $200,000 or more

Number of returns 890
Number of single returns 40
Number of joint returns 830
Number of head of household returns 0
Number of returns with paid preparer's signature 590
Number of exemptions 2,800
Number of dependents 1,090
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] 40
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $289,153,000
Number of returns with total income 890
Salaries and wages amount $293,277,000
Number of returns with salaries and wages 830
Salaries and wages amount $183,785
Number of returns with taxable interest 720
Taxable interest amount $2,498
Number of returns with ordinary dividends 440
Ordinary dividends amount $5,298,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $4,369
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $1,503
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $7,254,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $22,612,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $5,469,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $10,849,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $240,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,543,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $43,878,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $4,124,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $581,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $914,000
Number of returns with IRA payments 30
IRA payments amount $279,000
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 $1,244,000
Number of returns with itemized deductions 880
Total itemized deductions amount $54,959,000
Amount of AGI for itemized returns $285,937,000
Number of returns with State and local income taxes 860
State and local income taxes amount $24,091,000
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 820
Real estate taxes amount $6,937,000
Number of returns with taxes paid 880
Taxes paid amount $31,649,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $11,708,000
Number of returns with contributions 790
Contributions amount $8,321,000
Number of returns with taxable income 880
Taxable income amount $226,071,000
Number of returns with income tax before credits 880
Income tax before credits amount $57,185,000
Number of returns with alternative minimum tax 560
Alternative minimum tax amount $3,549,000
Number of returns with total tax credits 350
Total tax credits amount $789,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $110,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $69,000
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 50
Residential energy tax credit amount $310,000
Number of returns with self-employment tax 160
Self-employment tax amount $1,109,000
Number of returns with total tax payments 880
Total tax payments amount $54,635,000
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 880
Income tax amount [10] $56,396,000
Number of returns with tax liability 890
Total tax liability amount [11] $58,833,000
Number of returns with net investment income tax 370
Net investment income tax $756,000
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $8,660,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $2,295,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $2,112,000

[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.