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ZIP Code Database - Facts & Stats

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ZIP Code 92071 Income Tax Stats

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

ZIP Code 92071 Data

Zip Code:92071
City:Santee
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):Santee
Area Code:619
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





92071 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92071 [1] 26,430
Total Number of Single Tax Returns for ZIP Code 92071 10,360
Total Number of Joint Tax Returns for ZIP Code 92071 11,020
Total Number of Dependents for ZIP Code 92071 15,760
Total Adjusted Gross Income for ZIP Code 92071 $1,821,977,000
Average Income per Person for ZIP Code 92071 $34,105
Average Income per Household for ZIP Code 92071 $68,936

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 7,150
Number of single returns 5,470
Number of joint returns 870
Number of head of household returns 690
Number of returns with paid preparer's signature 2,970
Number of exemptions 8,690
Number of dependents 2,040
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 830
Number of elderly returns [4] 1,630
Adjust gross income (AGI) [5] $91,205,000
Number of returns with total income 7,150
Salaries and wages amount $92,764,000
Number of returns with salaries and wages 5,300
Salaries and wages amount $66,375
Number of returns with taxable interest 1,150
Taxable interest amount $529
Number of returns with ordinary dividends 600
Ordinary dividends amount $1,153,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $605
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $84
Number of returns with business or professional net income (less loss) 1,120
Business or professional net income (less loss) amount $7,831,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $366,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $3,253,000
Number of returns with taxable pensions and annuities 1,050
Taxable pensions and annuities amount $10,610,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [7] $1,055,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $790,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($160,000)
Number of returns with total statutory adjustments 1,210
Total statutory adjustments amount $1,559,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $315,000
Number of returns with IRA payments 40
IRA payments amount $100,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $175,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $136,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 520
Total itemized deductions amount $8,718,000
Amount of AGI for itemized returns $7,998,000
Number of returns with State and local income taxes 130
State and local income taxes amount $150,000
Number of returns with State and local general sales tax 320
State and local general sales tax amount $222,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,103,000
Number of returns with taxes paid 510
Taxes paid amount $1,722,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,154,000
Number of returns with contributions 340
Contributions amount $568,000
Number of returns with taxable income 3,500
Taxable income amount $22,811,000
Number of returns with income tax before credits 3,480
Income tax before credits amount $2,437,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $266,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
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 300
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 320
Retirement savings contribution credit amount $53,000
Number of returns with child tax credit 130
Child tax credit amount $48,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 910
Self-employment tax amount $1,282,000
Number of returns with total tax payments 6,320
Total tax payments amount $12,008,000
Number of returns with earned income credit 2,010
Earned income credit amount [8] $4,361,000
Number of returns with excess earned income credit 1,680
Excess earned income credit (refundable) amount [9] $3,687,000
Number of returns with additional child tax credit 910
Additional child tax credit amount $1,087,000
Number of returns with refundable education credit 340
Refundable education credit amount $227,000
Number of returns with income tax 3,090
Income tax amount [10] $2,169,000
Number of returns with tax liability 3,860
Total tax liability amount [11] $3,586,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $689,000
Number of returns with overpayments refunded 5,770
Overpayments refunded amount [13] $9,029,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $63,000

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

Number of returns 5,620
Number of single returns 3,290
Number of joint returns 1,320
Number of head of household returns 890
Number of returns with paid preparer's signature 2,510
Number of exemptions 9,630
Number of dependents 2,740
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 850
Number of elderly returns [4] 1,200
Adjust gross income (AGI) [5] $206,526,000
Number of returns with total income 5,620
Salaries and wages amount $209,154,000
Number of returns with salaries and wages 4,720
Salaries and wages amount $164,477
Number of returns with taxable interest 1,320
Taxable interest amount $621
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,108,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $652
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $311
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $7,569,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $817,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $4,604,000
Number of returns with taxable pensions and annuities 1,030
Taxable pensions and annuities amount $19,715,000
Number of farm returns 0
Number of returns with unemployment compensation 300
Unemployment compensation amount [7] $1,388,000
Number of returns with taxable Social Security benefits 890
Taxable Social Security benefits amount $6,060,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,004,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $2,628,000
Number of returns with educator expenses 50
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 130
Self-employment health insurance deduction amount $570,000
Number of returns with IRA payments 90
IRA payments amount $325,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $448,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $126,000
Number of returns with itemized deductions 1,080
Total itemized deductions amount $19,308,000
Amount of AGI for itemized returns $42,166,000
Number of returns with State and local income taxes 600
State and local income taxes amount $1,039,000
Number of returns with State and local general sales tax 420
State and local general sales tax amount $467,000
Number of returns with real estate taxes 810
Real estate taxes amount $2,623,000
Number of returns with taxes paid 1,080
Taxes paid amount $4,469,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $6,901,000
Number of returns with contributions 810
Contributions amount $1,828,000
Number of returns with taxable income 5,420
Taxable income amount $111,397,000
Number of returns with income tax before credits 5,400
Income tax before credits amount $14,033,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,980
Total tax credits amount $1,681,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $146,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $320,000
Number of returns with retirement savings contribution credit 730
Retirement savings contribution credit amount $137,000
Number of returns with child tax credit 1,020
Child tax credit amount $973,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $75,000
Number of returns with self-employment tax 500
Self-employment tax amount $1,392,000
Number of returns with total tax payments 5,450
Total tax payments amount $22,825,000
Number of returns with earned income credit 1,050
Earned income credit amount [8] $2,114,000
Number of returns with excess earned income credit 830
Excess earned income credit (refundable) amount [9] $1,713,000
Number of returns with additional child tax credit 740
Additional child tax credit amount $1,012,000
Number of returns with refundable education credit 250
Refundable education credit amount $182,000
Number of returns with income tax 4,700
Income tax amount [10] $12,352,000
Number of returns with tax liability 4,910
Total tax liability amount [11] $14,002,000
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] $1,641,000
Number of returns with overpayments refunded 4,580
Overpayments refunded amount [13] $10,293,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $125,000

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

Number of returns 4,350
Number of single returns 1,820
Number of joint returns 1,760
Number of head of household returns 660
Number of returns with paid preparer's signature 2,280
Number of exemptions 8,930
Number of dependents 2,810
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] 500
Number of elderly returns [4] 1,180
Adjust gross income (AGI) [5] $269,378,000
Number of returns with total income 4,350
Salaries and wages amount $272,068,000
Number of returns with salaries and wages 3,690
Salaries and wages amount $208,196
Number of returns with taxable interest 1,750
Taxable interest amount $761
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,762,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $1,088
Number of returns with state and local income tax refunds 1,010
State and local income tax refunds amount $1,061
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $6,994,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $1,682,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $5,424,000
Number of returns with taxable pensions and annuities 1,040
Taxable pensions and annuities amount $28,299,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,168,000
Number of returns with taxable Social Security benefits 860
Taxable Social Security benefits amount $12,832,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,906,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $2,690,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $229,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $484,000
Number of returns with IRA payments 100
IRA payments amount $394,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $497,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,840
Total itemized deductions amount $35,632,000
Amount of AGI for itemized returns $116,123,000
Number of returns with State and local income taxes 1,440
State and local income taxes amount $3,878,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $525,000
Number of returns with real estate taxes 1,560
Real estate taxes amount $5,442,000
Number of returns with taxes paid 1,840
Taxes paid amount $10,452,000
Number of returns with mortgage interest paid 1,460
Mortgage interest paid amount $14,048,000
Number of returns with contributions 1,500
Contributions amount $3,539,000
Number of returns with taxable income 4,330
Taxable income amount $172,801,000
Number of returns with income tax before credits 4,320
Income tax before credits amount $24,560,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,740
Total tax credits amount $2,581,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $164,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $278,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 1,190
Child tax credit amount $1,763,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $280,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,290,000
Number of returns with total tax payments 4,290
Total tax payments amount $30,066,000
Number of returns with earned income credit 30
Earned income credit amount [8] $9,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 200
Additional child tax credit amount $269,000
Number of returns with refundable education credit 190
Refundable education credit amount $150,000
Number of returns with income tax 4,080
Income tax amount [10] $21,979,000
Number of returns with tax liability 4,150
Total tax liability amount [11] $23,523,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,090
Tax due at time of filing amount [12] $2,431,000
Number of returns with overpayments refunded 3,190
Overpayments refunded amount [13] $8,754,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $159,000

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

Number of returns 3,160
Number of single returns 850
Number of joint returns 1,930
Number of head of household returns 340
Number of returns with paid preparer's signature 1,690
Number of exemptions 7,580
Number of dependents 2,490
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] 320
Number of elderly returns [4] 840
Adjust gross income (AGI) [5] $275,206,000
Number of returns with total income 3,160
Salaries and wages amount $277,881,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $218,300
Number of returns with taxable interest 1,690
Taxable interest amount $662
Number of returns with ordinary dividends 620
Ordinary dividends amount $1,572,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $1,089
Number of returns with state and local income tax refunds 1,190
State and local income tax refunds amount $1,602
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $5,281,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $2,257,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $5,916,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $26,090,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $852,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $10,920,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,222,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $2,675,000
Number of returns with educator expenses 130
Educator expenses amount $32,000
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 $555,000
Number of returns with IRA payments 90
IRA payments amount $432,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $382,000
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 1,970
Total itemized deductions amount $43,644,000
Amount of AGI for itemized returns $172,829,000
Number of returns with State and local income taxes 1,750
State and local income taxes amount $7,225,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $531,000
Number of returns with real estate taxes 1,700
Real estate taxes amount $6,529,000
Number of returns with taxes paid 1,970
Taxes paid amount $15,091,000
Number of returns with mortgage interest paid 1,610
Mortgage interest paid amount $17,160,000
Number of returns with contributions 1,600
Contributions amount $4,123,000
Number of returns with taxable income 3,160
Taxable income amount $187,137,000
Number of returns with income tax before credits 3,150
Income tax before credits amount $28,154,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,360
Total tax credits amount $2,579,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $171,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $239,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,000
Child tax credit amount $1,641,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $419,000
Number of returns with self-employment tax 310
Self-employment tax amount $894,000
Number of returns with total tax payments 3,130
Total tax payments amount $32,450,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 60
Additional child tax credit amount $81,000
Number of returns with refundable education credit 170
Refundable education credit amount $124,000
Number of returns with income tax 3,090
Income tax amount [10] $25,575,000
Number of returns with tax liability 3,110
Total tax liability amount [11] $26,681,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $2,124,000
Number of returns with overpayments refunded 2,280
Overpayments refunded amount [13] $7,721,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $113,000

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

Number of returns 5,280
Number of single returns 630
Number of joint returns 4,390
Number of head of household returns 220
Number of returns with paid preparer's signature 3,090
Number of exemptions 14,590
Number of dependents 4,920
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] 320
Number of elderly returns [4] 1,240
Adjust gross income (AGI) [5] $715,260,000
Number of returns with total income 5,280
Salaries and wages amount $720,841,000
Number of returns with salaries and wages 4,880
Salaries and wages amount $583,473
Number of returns with taxable interest 3,630
Taxable interest amount $1,347
Number of returns with ordinary dividends 1,350
Ordinary dividends amount $3,835,000
Number of returns with qualified dividends 1,250
Qualified dividends amount [6] $2,617
Number of returns with state and local income tax refunds 2,640
State and local income tax refunds amount $4,626
Number of returns with business or professional net income (less loss) 880
Business or professional net income (less loss) amount $10,921,000
Number of returns with net capital gain (less loss) 1,210
Net capital gain (less loss) amount $9,125,000
Number of returns with taxable individual retirement arrangements distributions 610
Taxable individual retirement arrangements distributions amount $13,733,000
Number of returns with taxable pensions and annuities 1,430
Taxable pensions and annuities amount $58,082,000
Number of farm returns 0
Number of returns with unemployment compensation 350
Unemployment compensation amount [7] $1,716,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $16,271,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $9,734,000
Number of returns with total statutory adjustments 1,660
Total statutory adjustments amount $5,581,000
Number of returns with educator expenses 290
Educator expenses amount $73,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $424,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $987,000
Number of returns with IRA payments 170
IRA payments amount $916,000
Number of returns with student loan interest deduction 660
Student loan interest deduction amount $734,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $144,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 4,420
Total itemized deductions amount $125,887,000
Amount of AGI for itemized returns $610,162,000
Number of returns with State and local income taxes 4,140
State and local income taxes amount $30,943,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $722,000
Number of returns with real estate taxes 4,070
Real estate taxes amount $18,148,000
Number of returns with taxes paid 4,420
Taxes paid amount $52,292,000
Number of returns with mortgage interest paid 3,930
Mortgage interest paid amount $47,522,000
Number of returns with contributions 3,830
Contributions amount $12,920,000
Number of returns with taxable income 5,280
Taxable income amount $519,472,000
Number of returns with income tax before credits 5,270
Income tax before credits amount $88,534,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $205,000
Number of returns with total tax credits 2,390
Total tax credits amount $4,325,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $39,000
Number of returns with child and dependent care credit 770
Child and dependent care credit amount $467,000
Number of returns with nonrefundable education credit 480
Nonrefundable education credit amount $533,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,200
Child tax credit amount $1,559,000
Number of returns with residential energy tax credit 330
Residential energy tax credit amount $1,434,000
Number of returns with self-employment tax 590
Self-employment tax amount $1,945,000
Number of returns with total tax payments 5,260
Total tax payments amount $94,440,000
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 410
Refundable education credit amount $321,000
Number of returns with income tax 5,250
Income tax amount [10] $84,208,000
Number of returns with tax liability 5,260
Total tax liability amount [11] $86,769,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,750
Tax due at time of filing amount [12] $6,927,000
Number of returns with overpayments refunded 3,430
Overpayments refunded amount [13] $14,101,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $451,000

Adjusted Gross Income: $200,000 or more

Number of returns 870
Number of single returns 90
Number of joint returns 750
Number of head of household returns 20
Number of returns with paid preparer's signature 580
Number of exemptions 2,380
Number of dependents 760
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $264,402,000
Number of returns with total income 870
Salaries and wages amount $267,445,000
Number of returns with salaries and wages 800
Salaries and wages amount $170,995
Number of returns with taxable interest 710
Taxable interest amount $973
Number of returns with ordinary dividends 370
Ordinary dividends amount $2,029,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,577
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $1,397
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $7,183,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $21,254,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $5,127,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $15,467,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $213,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,059,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $24,660,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $3,043,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $568,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $740,000
Number of returns with IRA payments 0
IRA payments amount $0
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 20
Domestic production activities deduction amount $746,000
Number of returns with itemized deductions 850
Total itemized deductions amount $46,323,000
Amount of AGI for itemized returns $257,518,000
Number of returns with State and local income taxes 810
State and local income taxes amount $18,720,000
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 790
Real estate taxes amount $4,596,000
Number of returns with taxes paid 850
Taxes paid amount $24,088,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $10,163,000
Number of returns with contributions 760
Contributions amount $5,126,000
Number of returns with taxable income 870
Taxable income amount $209,545,000
Number of returns with income tax before credits 870
Income tax before credits amount $50,802,000
Number of returns with alternative minimum tax 470
Alternative minimum tax amount $2,319,000
Number of returns with total tax credits 260
Total tax credits amount $887,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $59,000
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 60
Residential energy tax credit amount $349,000
Number of returns with self-employment tax 150
Self-employment tax amount $914,000
Number of returns with total tax payments 860
Total tax payments amount $48,497,000
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 870
Income tax amount [10] $49,914,000
Number of returns with tax liability 870
Total tax liability amount [11] $52,134,000
Number of returns with net investment income tax 360
Net investment income tax $762,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $7,850,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $3,133,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,010,000

[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.