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ZIP Code Database - Facts & Stats

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ZIP Code 92105 Income Tax Stats

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

ZIP Code 92105 Data

Zip Code:92105
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]





92105 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92105 [1] 29,990
Total Number of Single Tax Returns for ZIP Code 92105 8,160
Total Number of Joint Tax Returns for ZIP Code 92105 8,220
Total Number of Dependents for ZIP Code 92105 26,210
Total Adjusted Gross Income for ZIP Code 92105 $1,046,703,000
Average Income per Person for ZIP Code 92105 $14,993
Average Income per Household for ZIP Code 92105 $34,902

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 14,120
Number of single returns 8,590
Number of joint returns 2,150
Number of head of household returns 3,220
Number of returns with paid preparer's signature 8,630
Number of exemptions 25,720
Number of dependents 10,550
Total number of volunteer prepared returns [5] 720
Number of volunteer income tax assistance (VITA) prepared returns [3] 650
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 280
Number of refund anticipation check returns [3] 2,330
Number of elderly returns [4] 1,500
Adjust gross income (AGI) [5] $195,715,000
Number of returns with total income 14,120
Salaries and wages amount $198,514,000
Number of returns with salaries and wages 11,660
Salaries and wages amount $161,608
Number of returns with taxable interest 780
Taxable interest amount $180
Number of returns with ordinary dividends 230
Ordinary dividends amount $340,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $227
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $67
Number of returns with business or professional net income (less loss) 3,190
Business or professional net income (less loss) amount $26,221,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $83,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,062,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $5,219,000
Number of farm returns 0
Number of returns with unemployment compensation 540
Unemployment compensation amount [7] $2,004,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $254,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $144,000
Number of returns with total statutory adjustments 3,220
Total statutory adjustments amount $2,799,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $195,000
Number of returns with IRA payments 40
IRA payments amount $108,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $221,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $141,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $6,152,000
Amount of AGI for itemized returns $7,103,000
Number of returns with State and local income taxes 130
State and local income taxes amount $141,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $166,000
Number of returns with real estate taxes 280
Real estate taxes amount $693,000
Number of returns with taxes paid 430
Taxes paid amount $1,105,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,396,000
Number of returns with contributions 250
Contributions amount $419,000
Number of returns with taxable income 6,000
Taxable income amount $36,021,000
Number of returns with income tax before credits 6,030
Income tax before credits amount $3,846,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,780
Total tax credits amount $613,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $214,000
Number of returns with retirement savings contribution credit 530
Retirement savings contribution credit amount $89,000
Number of returns with child tax credit 810
Child tax credit amount $282,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 2,840
Self-employment tax amount $3,957,000
Number of returns with total tax payments 13,270
Total tax payments amount $36,056,000
Number of returns with earned income credit 6,770
Earned income credit amount [8] $18,735,000
Number of returns with excess earned income credit 5,850
Excess earned income credit (refundable) amount [9] $16,055,000
Number of returns with additional child tax credit 4,320
Additional child tax credit amount $5,550,000
Number of returns with refundable education credit 610
Refundable education credit amount $437,000
Number of returns with income tax 4,820
Income tax amount [10] $3,233,000
Number of returns with tax liability 7,420
Total tax liability amount [11] $7,528,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,700
Tax due at time of filing amount [12] $1,395,000
Number of returns with overpayments refunded 12,000
Overpayments refunded amount [13] $29,797,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $39,000

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

Number of returns 9,710
Number of single returns 4,220
Number of joint returns 2,720
Number of head of household returns 2,610
Number of returns with paid preparer's signature 5,900
Number of exemptions 22,270
Number of dependents 9,870
Total number of volunteer prepared returns [5] 370
Number of volunteer income tax assistance (VITA) prepared returns [3] 340
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 1,490
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $342,216,000
Number of returns with total income 9,710
Salaries and wages amount $344,749,000
Number of returns with salaries and wages 9,150
Salaries and wages amount $313,234
Number of returns with taxable interest 1,140
Taxable interest amount $347
Number of returns with ordinary dividends 300
Ordinary dividends amount $401,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $255
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $269
Number of returns with business or professional net income (less loss) 1,210
Business or professional net income (less loss) amount $11,870,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $346,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,683,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $9,380,000
Number of farm returns 0
Number of returns with unemployment compensation 460
Unemployment compensation amount [7] $2,041,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $2,729,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $605,000
Number of returns with total statutory adjustments 1,700
Total statutory adjustments amount $2,533,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $212,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $209,000
Number of returns with IRA payments 90
IRA payments amount $361,000
Number of returns with student loan interest deduction 670
Student loan interest deduction amount $573,000
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 1,110
Total itemized deductions amount $17,549,000
Amount of AGI for itemized returns $42,676,000
Number of returns with State and local income taxes 700
State and local income taxes amount $1,032,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $416,000
Number of returns with real estate taxes 690
Real estate taxes amount $1,971,000
Number of returns with taxes paid 1,100
Taxes paid amount $3,780,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $5,534,000
Number of returns with contributions 770
Contributions amount $1,927,000
Number of returns with taxable income 9,140
Taxable income amount $160,335,000
Number of returns with income tax before credits 9,140
Income tax before credits amount $19,698,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 4,400
Total tax credits amount $3,737,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $168,000
Number of returns with nonrefundable education credit 600
Nonrefundable education credit amount $526,000
Number of returns with retirement savings contribution credit 1,410
Retirement savings contribution credit amount $269,000
Number of returns with child tax credit 2,990
Child tax credit amount $2,674,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $58,000
Number of returns with self-employment tax 900
Self-employment tax amount $2,005,000
Number of returns with total tax payments 9,550
Total tax payments amount $38,410,000
Number of returns with earned income credit 2,870
Earned income credit amount [8] $6,597,000
Number of returns with excess earned income credit 2,370
Excess earned income credit (refundable) amount [9] $5,431,000
Number of returns with additional child tax credit 2,460
Additional child tax credit amount $3,451,000
Number of returns with refundable education credit 410
Refundable education credit amount $323,000
Number of returns with income tax 6,990
Income tax amount [10] $15,960,000
Number of returns with tax liability 7,530
Total tax liability amount [11] $18,302,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,450
Tax due at time of filing amount [12] $2,192,000
Number of returns with overpayments refunded 8,210
Overpayments refunded amount [13] $21,995,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $88,000

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

Number of returns 3,490
Number of single returns 1,240
Number of joint returns 1,630
Number of head of household returns 550
Number of returns with paid preparer's signature 2,200
Number of exemptions 8,630
Number of dependents 3,510
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 390
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $211,632,000
Number of returns with total income 3,490
Salaries and wages amount $213,363,000
Number of returns with salaries and wages 3,250
Salaries and wages amount $187,261
Number of returns with taxable interest 890
Taxable interest amount $241
Number of returns with ordinary dividends 250
Ordinary dividends amount $535,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $377
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $580
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $5,414,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $703,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,472,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $10,600,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $793,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $3,805,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $900,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,731,000
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 40
Self-employment health insurance deduction amount $203,000
Number of returns with IRA payments 70
IRA payments amount $282,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $422,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,110
Total itemized deductions amount $20,945,000
Amount of AGI for itemized returns $68,953,000
Number of returns with State and local income taxes 890
State and local income taxes amount $2,392,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $343,000
Number of returns with real estate taxes 820
Real estate taxes amount $2,885,000
Number of returns with taxes paid 1,110
Taxes paid amount $6,048,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $7,122,000
Number of returns with contributions 830
Contributions amount $1,947,000
Number of returns with taxable income 3,470
Taxable income amount $132,520,000
Number of returns with income tax before credits 3,470
Income tax before credits amount $18,678,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,600
Total tax credits amount $2,423,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $273,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 1,190
Child tax credit amount $1,798,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $169,000
Number of returns with self-employment tax 360
Self-employment tax amount $927,000
Number of returns with total tax payments 3,440
Total tax payments amount $22,143,000
Number of returns with earned income credit 40
Earned income credit amount [8] $12,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $9,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $234,000
Number of returns with refundable education credit 190
Refundable education credit amount $150,000
Number of returns with income tax 3,260
Income tax amount [10] $16,255,000
Number of returns with tax liability 3,320
Total tax liability amount [11] $17,351,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $2,070,000
Number of returns with overpayments refunded 2,600
Overpayments refunded amount [13] $6,705,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,430
Number of single returns 430
Number of joint returns 830
Number of head of household returns 160
Number of returns with paid preparer's signature 910
Number of exemptions 3,670
Number of dependents 1,410
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $122,405,000
Number of returns with total income 1,430
Salaries and wages amount $123,204,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $104,181
Number of returns with taxable interest 600
Taxable interest amount $181
Number of returns with ordinary dividends 190
Ordinary dividends amount $417,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $301
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $599
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,705,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $573,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,184,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $7,713,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $466,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $2,743,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,027,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $799,000
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 20
Self-employment health insurance deduction amount $99,000
Number of returns with IRA payments 30
IRA payments amount $104,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $148,000
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 770
Total itemized deductions amount $16,324,000
Amount of AGI for itemized returns $67,057,000
Number of returns with State and local income taxes 720
State and local income taxes amount $3,105,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $106,000
Number of returns with real estate taxes 620
Real estate taxes amount $1,925,000
Number of returns with taxes paid 770
Taxes paid amount $5,425,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $5,364,000
Number of returns with contributions 620
Contributions amount $1,612,000
Number of returns with taxable income 1,430
Taxable income amount $84,218,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $13,007,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 620
Total tax credits amount $1,138,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $125,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $820,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $105,000
Number of returns with self-employment tax 150
Self-employment tax amount $432,000
Number of returns with total tax payments 1,410
Total tax payments amount $14,531,000
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 80
Refundable education credit amount $60,000
Number of returns with income tax 1,410
Income tax amount [10] $11,869,000
Number of returns with tax liability 1,420
Total tax liability amount [11] $12,412,000
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] $1,187,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $3,233,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $90,000

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

Number of returns 1,140
Number of single returns 260
Number of joint returns 810
Number of head of household returns 60
Number of returns with paid preparer's signature 700
Number of exemptions 2,760
Number of dependents 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] 70
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $145,477,000
Number of returns with total income 1,140
Salaries and wages amount $146,579,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $118,381
Number of returns with taxable interest 650
Taxable interest amount $292
Number of returns with ordinary dividends 270
Ordinary dividends amount $764,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $481
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $882
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,780,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $2,233,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,475,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $11,972,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $457,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,087,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $4,054,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,102,000
Number of returns with educator expenses 60
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 20
Self-employment health insurance deduction amount $182,000
Number of returns with IRA payments 30
IRA payments amount $119,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $210,000
Number of returns with tuition and fees deduction 30
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 860
Total itemized deductions amount $22,000,000
Amount of AGI for itemized returns $111,647,000
Number of returns with State and local income taxes 810
State and local income taxes amount $6,121,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $99,000
Number of returns with real estate taxes 730
Real estate taxes amount $2,602,000
Number of returns with taxes paid 860
Taxes paid amount $9,191,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $7,099,000
Number of returns with contributions 720
Contributions amount $2,513,000
Number of returns with taxable income 1,140
Taxable income amount $108,843,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $18,982,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $88,000
Number of returns with total tax credits 410
Total tax credits amount $660,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $284,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $156,000
Number of returns with self-employment tax 170
Self-employment tax amount $729,000
Number of returns with total tax payments 1,120
Total tax payments amount $20,151,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 60
Refundable education credit amount $55,000
Number of returns with income tax 1,130
Income tax amount [10] $18,322,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $19,022,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,903,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $2,937,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 100
Number of single returns 20
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 240
Number of dependents 60
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] 30
Adjust gross income (AGI) [5] $29,258,000
Number of returns with total income 100
Salaries and wages amount $29,617,000
Number of returns with salaries and wages 90
Salaries and wages amount $15,535
Number of returns with taxable interest 70
Taxable interest amount $24
Number of returns with ordinary dividends 50
Ordinary dividends amount $219,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $160
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $119
Number of returns with business or professional net income (less loss) 20
Business or professional net income (less loss) amount $1,518,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $2,161,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $864,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,942,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $359,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
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 100
Total itemized deductions amount $4,935,000
Amount of AGI for itemized returns $26,215,000
Number of returns with State and local income taxes 90
State and local income taxes amount $1,634,000
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 80
Real estate taxes amount $396,000
Number of returns with taxes paid 100
Taxes paid amount $2,068,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $1,004,000
Number of returns with contributions 80
Contributions amount $411,000
Number of returns with taxable income 100
Taxable income amount $23,396,000
Number of returns with income tax before credits 100
Income tax before credits amount $5,593,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $206,000
Number of returns with total tax credits 30
Total tax credits amount $38,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 0
Self-employment tax amount $0
Number of returns with total tax payments 100
Total tax payments amount $5,008,000
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 100
Income tax amount [10] $5,536,000
Number of returns with tax liability 100
Total tax liability amount [11] $5,914,000
Number of returns with net investment income tax 40
Net investment income tax $28,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $1,310,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $332,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.