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

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

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

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

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

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






ZIP Code Database - Facts & Stats

Share |

ZIP Code 92102 Income Tax Stats

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

ZIP Code 92102 Data

Zip Code:92102
City:San Diego
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):San Diego
Area Code:619 / 858
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


92102 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92102 [1] 19,910
Total Number of Single Tax Returns for ZIP Code 92102 4,620
Total Number of Joint Tax Returns for ZIP Code 92102 4,760
Total Number of Dependents for ZIP Code 92102 14,500
Total Adjusted Gross Income for ZIP Code 92102 $861,618,000
Average Income per Person for ZIP Code 92102 $19,914
Average Income per Household for ZIP Code 92102 $43,276

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 7,790
Number of single returns 5,110
Number of joint returns 850
Number of head of household returns 1,720
Number of returns with paid preparer's signature 4,460
Number of exemptions 12,970
Number of dependents 4,950
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 270
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 110
Number of refund anticipation check returns [3] 1,330
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $109,551,000
Number of returns with total income 7,790
Salaries and wages amount $111,262,000
Number of returns with salaries and wages 6,440
Salaries and wages amount $91,533
Number of returns with taxable interest 510
Taxable interest amount $139
Number of returns with ordinary dividends 160
Ordinary dividends amount $360,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $257
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 1,630
Business or professional net income (less loss) amount $12,950,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $194,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $703,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $3,370,000
Number of farm returns 0
Number of returns with unemployment compensation 350
Unemployment compensation amount [7] $1,397,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $178,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $28,000
Number of returns with total statutory adjustments 1,710
Total statutory adjustments amount $1,711,000
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 $169,000
Number of returns with IRA payments 30
IRA payments amount $73,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $213,000
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 290
Total itemized deductions amount $4,028,000
Amount of AGI for itemized returns $4,322,000
Number of returns with State and local income taxes 110
State and local income taxes amount $173,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $113,000
Number of returns with real estate taxes 150
Real estate taxes amount $406,000
Number of returns with taxes paid 280
Taxes paid amount $790,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,263,000
Number of returns with contributions 160
Contributions amount $281,000
Number of returns with taxable income 3,690
Taxable income amount $22,871,000
Number of returns with income tax before credits 3,690
Income tax before credits amount $2,441,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,100
Total tax credits amount $386,000
Number of returns with foreign tax credit 0
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 300
Nonrefundable education credit amount $148,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $69,000
Number of returns with child tax credit 450
Child tax credit amount $157,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,390
Self-employment tax amount $1,972,000
Number of returns with total tax payments 7,240
Total tax payments amount $17,936,000
Number of returns with earned income credit 3,260
Earned income credit amount [8] $8,156,000
Number of returns with excess earned income credit 2,780
Excess earned income credit (refundable) amount [9] $6,957,000
Number of returns with additional child tax credit 2,070
Additional child tax credit amount $2,597,000
Number of returns with refundable education credit 350
Refundable education credit amount $253,000
Number of returns with income tax 2,960
Income tax amount [10] $2,054,000
Number of returns with tax liability 4,150
Total tax liability amount [11] $4,207,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $882,000
Number of returns with overpayments refunded 6,550
Overpayments refunded amount [13] $14,535,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 6,680
Number of single returns 3,460
Number of joint returns 1,470
Number of head of household returns 1,640
Number of returns with paid preparer's signature 3,830
Number of exemptions 13,800
Number of dependents 5,670
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,100
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $239,389,000
Number of returns with total income 6,680
Salaries and wages amount $241,574,000
Number of returns with salaries and wages 6,290
Salaries and wages amount $219,445
Number of returns with taxable interest 710
Taxable interest amount $224
Number of returns with ordinary dividends 260
Ordinary dividends amount $533,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $339
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $201
Number of returns with business or professional net income (less loss) 750
Business or professional net income (less loss) amount $8,216,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $538,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,134,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $6,993,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $1,382,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $1,619,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $758,000
Number of returns with total statutory adjustments 1,260
Total statutory adjustments amount $2,185,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
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 $266,000
Number of returns with IRA payments 70
IRA payments amount $216,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $640,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 690
Total itemized deductions amount $10,860,000
Amount of AGI for itemized returns $26,264,000
Number of returns with State and local income taxes 430
State and local income taxes amount $633,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $262,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,228,000
Number of returns with taxes paid 690
Taxes paid amount $2,342,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $3,734,000
Number of returns with contributions 480
Contributions amount $1,060,000
Number of returns with taxable income 6,450
Taxable income amount $122,935,000
Number of returns with income tax before credits 6,440
Income tax before credits amount $15,356,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,730
Total tax credits amount $2,231,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 480
Nonrefundable education credit amount $418,000
Number of returns with retirement savings contribution credit 830
Retirement savings contribution credit amount $155,000
Number of returns with child tax credit 1,720
Child tax credit amount $1,517,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 540
Self-employment tax amount $1,344,000
Number of returns with total tax payments 6,560
Total tax payments amount $26,789,000
Number of returns with earned income credit 1,530
Earned income credit amount [8] $3,270,000
Number of returns with excess earned income credit 1,250
Excess earned income credit (refundable) amount [9] $2,689,000
Number of returns with additional child tax credit 1,300
Additional child tax credit amount $1,825,000
Number of returns with refundable education credit 290
Refundable education credit amount $214,000
Number of returns with income tax 5,240
Income tax amount [10] $13,125,000
Number of returns with tax liability 5,450
Total tax liability amount [11] $14,729,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,070
Tax due at time of filing amount [12] $1,709,000
Number of returns with overpayments refunded 5,580
Overpayments refunded amount [13] $13,490,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $59,000

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

Number of returns 2,780
Number of single returns 1,330
Number of joint returns 1,000
Number of head of household returns 400
Number of returns with paid preparer's signature 1,570
Number of exemptions 6,000
Number of dependents 2,220
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] 360
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $168,779,000
Number of returns with total income 2,780
Salaries and wages amount $170,407,000
Number of returns with salaries and wages 2,620
Salaries and wages amount $152,885
Number of returns with taxable interest 610
Taxable interest amount $216
Number of returns with ordinary dividends 260
Ordinary dividends amount $546,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $387
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $377
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $3,927,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $668,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $755,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $6,277,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $646,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,570,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $853,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,628,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $175,000
Number of returns with IRA payments 60
IRA payments amount $207,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $526,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 760
Total itemized deductions amount $14,167,000
Amount of AGI for itemized returns $47,220,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,797,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $214,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,475,000
Number of returns with taxes paid 760
Taxes paid amount $3,715,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $4,456,000
Number of returns with contributions 600
Contributions amount $1,342,000
Number of returns with taxable income 2,780
Taxable income amount $112,010,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $16,283,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,030
Total tax credits amount $1,469,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $188,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 740
Child tax credit amount $1,114,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $94,000
Number of returns with self-employment tax 280
Self-employment tax amount $712,000
Number of returns with total tax payments 2,740
Total tax payments amount $19,475,000
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 140
Additional child tax credit amount $167,000
Number of returns with refundable education credit 110
Refundable education credit amount $80,000
Number of returns with income tax 2,630
Income tax amount [10] $14,814,000
Number of returns with tax liability 2,660
Total tax liability amount [11] $15,668,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $1,502,000
Number of returns with overpayments refunded 2,110
Overpayments refunded amount [13] $5,181,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $101,000

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

Number of returns 1,250
Number of single returns 560
Number of joint returns 560
Number of head of household returns 100
Number of returns with paid preparer's signature 700
Number of exemptions 2,640
Number of dependents 830
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 140
Adjust gross income (AGI) [5] $107,370,000
Number of returns with total income 1,250
Salaries and wages amount $108,371,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $93,389
Number of returns with taxable interest 450
Taxable interest amount $161
Number of returns with ordinary dividends 200
Ordinary dividends amount $480,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $360
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $419
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,797,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $927,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,001,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $4,028,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $339,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,342,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,444,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,001,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $394,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $169,000
Number of returns with IRA payments 20
IRA payments amount $106,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $167,000
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 610
Total itemized deductions amount $11,280,000
Amount of AGI for itemized returns $52,808,000
Number of returns with State and local income taxes 560
State and local income taxes amount $2,657,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $109,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,246,000
Number of returns with taxes paid 610
Taxes paid amount $4,229,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $3,580,000
Number of returns with contributions 430
Contributions amount $1,069,000
Number of returns with taxable income 1,250
Taxable income amount $78,888,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $12,845,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $650,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $106,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $431,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $533,000
Number of returns with total tax payments 1,230
Total tax payments amount $14,279,000
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 50
Refundable education credit amount $44,000
Number of returns with income tax 1,240
Income tax amount [10] $12,195,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $12,844,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $1,185,000
Number of returns with overpayments refunded 900
Overpayments refunded amount [13] $2,539,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,150
Number of single returns 370
Number of joint returns 680
Number of head of household returns 90
Number of returns with paid preparer's signature 650
Number of exemptions 2,490
Number of dependents 660
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] 90
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $150,892,000
Number of returns with total income 1,150
Salaries and wages amount $152,594,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $123,834
Number of returns with taxable interest 630
Taxable interest amount $304
Number of returns with ordinary dividends 340
Ordinary dividends amount $840,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $613
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $824
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $4,513,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $2,882,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,449,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $8,826,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $473,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,437,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $3,187,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,702,000
Number of returns with educator expenses 60
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 50
Self-employment health insurance deduction amount $307,000
Number of returns with IRA payments 50
IRA payments amount $295,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $177,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $40,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 880
Total itemized deductions amount $22,649,000
Amount of AGI for itemized returns $117,921,000
Number of returns with State and local income taxes 850
State and local income taxes amount $7,051,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $84,000
Number of returns with real estate taxes 640
Real estate taxes amount $2,943,000
Number of returns with taxes paid 880
Taxes paid amount $10,332,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $7,300,000
Number of returns with contributions 700
Contributions amount $2,097,000
Number of returns with taxable income 1,140
Taxable income amount $114,985,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $20,977,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $105,000
Number of returns with total tax credits 360
Total tax credits amount $583,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $64,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $56,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $185,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $203,000
Number of returns with self-employment tax 180
Self-employment tax amount $765,000
Number of returns with total tax payments 1,140
Total tax payments amount $22,200,000
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 40
Refundable education credit amount $31,000
Number of returns with income tax 1,140
Income tax amount [10] $20,393,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $21,360,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $2,268,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [13] $2,963,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $125,000

Adjusted Gross Income: $200,000 or more

Number of returns 260
Number of single returns 60
Number of joint returns 200
Number of head of household returns 0
Number of returns with paid preparer's signature 200
Number of exemptions 630
Number of dependents 170
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $85,637,000
Number of returns with total income 260
Salaries and wages amount $86,926,000
Number of returns with salaries and wages 240
Salaries and wages amount $53,281
Number of returns with taxable interest 220
Taxable interest amount $525
Number of returns with ordinary dividends 160
Ordinary dividends amount $1,337,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $1,057
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $465
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $2,058,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $11,865,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $588,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,278,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $747,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $9,202,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,289,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $543,000
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $215,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $14,327,000
Amount of AGI for itemized returns $81,072,000
Number of returns with State and local income taxes 250
State and local income taxes amount $5,978,000
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 210
Real estate taxes amount $1,423,000
Number of returns with taxes paid 260
Taxes paid amount $7,537,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $3,018,000
Number of returns with contributions 220
Contributions amount $1,457,000
Number of returns with taxable income 260
Taxable income amount $69,132,000
Number of returns with income tax before credits 260
Income tax before credits amount $16,710,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $943,000
Number of returns with total tax credits 110
Total tax credits amount $269,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $40,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $389,000
Number of returns with total tax payments 260
Total tax payments amount $15,172,000
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 260
Income tax amount [10] $16,441,000
Number of returns with tax liability 260
Total tax liability amount [11] $17,445,000
Number of returns with net investment income tax 140
Net investment income tax $397,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $3,493,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $801,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $383,000

[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.