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ZIP Code Database - Facts & Stats

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ZIP Code 92108 Income Tax Stats

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

ZIP Code 92108 Data

Zip Code:92108
City:San Diego
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):San Diego
Area Code:858 / 619
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





92108 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92108 [1] 12,720
Total Number of Single Tax Returns for ZIP Code 92108 2,890
Total Number of Joint Tax Returns for ZIP Code 92108 3,070
Total Number of Dependents for ZIP Code 92108 2,960
Total Adjusted Gross Income for ZIP Code 92108 $950,110,000
Average Income per Person for ZIP Code 92108 $50,382
Average Income per Household for ZIP Code 92108 $74,694

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 2,730
Number of single returns 2,200
Number of joint returns 260
Number of head of household returns 190
Number of returns with paid preparer's signature 1,140
Number of exemptions 3,150
Number of dependents 450
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $35,408,000
Number of returns with total income 2,730
Salaries and wages amount $36,778,000
Number of returns with salaries and wages 1,970
Salaries and wages amount $26,887
Number of returns with taxable interest 390
Taxable interest amount $268
Number of returns with ordinary dividends 260
Ordinary dividends amount $530,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $287
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $4,621,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $348,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $889,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $2,209,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $506,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $223,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $240,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,370,000
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 80
Self-employment health insurance deduction amount $194,000
Number of returns with IRA payments 30
IRA payments amount $93,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $173,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $198,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $2,808,000
Amount of AGI for itemized returns $2,639,000
Number of returns with State and local income taxes 70
State and local income taxes amount $87,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $49,000
Number of returns with real estate taxes 120
Real estate taxes amount $412,000
Number of returns with taxes paid 180
Taxes paid amount $612,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $811,000
Number of returns with contributions 110
Contributions amount $168,000
Number of returns with taxable income 1,450
Taxable income amount $9,817,000
Number of returns with income tax before credits 1,440
Income tax before credits amount $1,043,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $166,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 50
Child tax credit amount $15,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 560
Self-employment tax amount $770,000
Number of returns with total tax payments 2,350
Total tax payments amount $4,166,000
Number of returns with earned income credit 820
Earned income credit amount [8] $1,047,000
Number of returns with excess earned income credit 580
Excess earned income credit (refundable) amount [9] $798,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $228,000
Number of returns with refundable education credit 200
Refundable education credit amount $148,000
Number of returns with income tax 1,210
Income tax amount [10] $877,000
Number of returns with tax liability 1,620
Total tax liability amount [11] $1,728,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $531,000
Number of returns with overpayments refunded 2,020
Overpayments refunded amount [13] $2,924,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $28,000

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

Number of returns 3,230
Number of single returns 2,400
Number of joint returns 450
Number of head of household returns 270
Number of returns with paid preparer's signature 1,240
Number of exemptions 4,370
Number of dependents 710
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] 320
Adjust gross income (AGI) [5] $120,655,000
Number of returns with total income 3,230
Salaries and wages amount $122,784,000
Number of returns with salaries and wages 2,900
Salaries and wages amount $105,608
Number of returns with taxable interest 620
Taxable interest amount $294
Number of returns with ordinary dividends 340
Ordinary dividends amount $952,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $532
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $133
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $5,053,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $959,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,553,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $4,891,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $723,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $1,436,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $617,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $2,129,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 $289,000
Number of returns with IRA payments 80
IRA payments amount $253,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $599,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 460
Total itemized deductions amount $7,405,000
Amount of AGI for itemized returns $17,791,000
Number of returns with State and local income taxes 300
State and local income taxes amount $580,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $138,000
Number of returns with real estate taxes 270
Real estate taxes amount $855,000
Number of returns with taxes paid 460
Taxes paid amount $1,692,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,701,000
Number of returns with contributions 330
Contributions amount $1,100,000
Number of returns with taxable income 3,180
Taxable income amount $75,185,000
Number of returns with income tax before credits 3,160
Income tax before credits amount $9,671,000
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 $828,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $393,000
Number of returns with retirement savings contribution credit 410
Retirement savings contribution credit amount $79,000
Number of returns with child tax credit 290
Child tax credit amount $270,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $861,000
Number of returns with total tax payments 3,100
Total tax payments amount $13,551,000
Number of returns with earned income credit 260
Earned income credit amount [8] $442,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $320,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $189,000
Number of returns with refundable education credit 180
Refundable education credit amount $149,000
Number of returns with income tax 2,960
Income tax amount [10] $8,842,000
Number of returns with tax liability 3,030
Total tax liability amount [11] $9,811,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,264,000
Number of returns with overpayments refunded 2,600
Overpayments refunded amount [13] $4,871,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $89,000

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

Number of returns 2,420
Number of single returns 1,720
Number of joint returns 460
Number of head of household returns 180
Number of returns with paid preparer's signature 1,020
Number of exemptions 3,370
Number of dependents 490
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 270
Adjust gross income (AGI) [5] $149,126,000
Number of returns with total income 2,420
Salaries and wages amount $151,274,000
Number of returns with salaries and wages 2,230
Salaries and wages amount $131,576
Number of returns with taxable interest 730
Taxable interest amount $313
Number of returns with ordinary dividends 410
Ordinary dividends amount $915,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $587
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $389
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $3,807,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,062,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,472,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $7,251,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $526,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $2,493,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,377,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $2,148,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $282,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $266,000
Number of returns with IRA payments 70
IRA payments amount $253,000
Number of returns with student loan interest deduction 610
Student loan interest deduction amount $742,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $93,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 720
Total itemized deductions amount $13,037,000
Amount of AGI for itemized returns $45,051,000
Number of returns with State and local income taxes 610
State and local income taxes amount $2,112,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $114,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,759,000
Number of returns with taxes paid 720
Taxes paid amount $4,239,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $3,629,000
Number of returns with contributions 550
Contributions amount $1,270,000
Number of returns with taxable income 2,410
Taxable income amount $109,088,000
Number of returns with income tax before credits 2,400
Income tax before credits amount $16,805,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $589,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $173,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 220
Child tax credit amount $276,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $629,000
Number of returns with total tax payments 2,370
Total tax payments amount $19,721,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $26,000
Number of returns with refundable education credit 80
Refundable education credit amount $61,000
Number of returns with income tax 2,380
Income tax amount [10] $16,217,000
Number of returns with tax liability 2,390
Total tax liability amount [11] $16,981,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $1,525,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $4,144,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $92,000

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

Number of returns 1,590
Number of single returns 970
Number of joint returns 470
Number of head of household returns 110
Number of returns with paid preparer's signature 730
Number of exemptions 2,490
Number of dependents 430
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] 160
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $137,395,000
Number of returns with total income 1,590
Salaries and wages amount $138,779,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $120,011
Number of returns with taxable interest 580
Taxable interest amount $321
Number of returns with ordinary dividends 340
Ordinary dividends amount $933,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $682
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $559
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,244,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,489,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,988,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,806,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $373,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,481,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,288,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,384,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $175,000
Number of returns with IRA payments 30
IRA payments amount $151,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $168,000
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 810
Total itemized deductions amount $15,079,000
Amount of AGI for itemized returns $70,551,000
Number of returns with State and local income taxes 750
State and local income taxes amount $4,079,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $89,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,833,000
Number of returns with taxes paid 810
Taxes paid amount $6,276,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $3,929,000
Number of returns with contributions 600
Contributions amount $1,606,000
Number of returns with taxable income 1,590
Taxable income amount $104,948,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $17,911,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $459,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $49,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $90,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $239,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $83,000
Number of returns with self-employment tax 130
Self-employment tax amount $410,000
Number of returns with total tax payments 1,560
Total tax payments amount $19,962,000
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 $43,000
Number of returns with income tax 1,580
Income tax amount [10] $17,452,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $17,981,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $1,306,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $3,203,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $43,000

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

Number of returns 2,210
Number of single returns 990
Number of joint returns 1,090
Number of head of household returns 110
Number of returns with paid preparer's signature 1,140
Number of exemptions 3,960
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] 190
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $299,021,000
Number of returns with total income 2,210
Salaries and wages amount $303,111,000
Number of returns with salaries and wages 2,070
Salaries and wages amount $252,344
Number of returns with taxable interest 1,130
Taxable interest amount $827
Number of returns with ordinary dividends 670
Ordinary dividends amount $3,195,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $1,929
Number of returns with state and local income tax refunds 900
State and local income tax refunds amount $1,601
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $7,599,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $4,775,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,909,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $14,714,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $529,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,866,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $8,581,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $4,090,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $694,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $651,000
Number of returns with IRA payments 90
IRA payments amount $502,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $324,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,640
Total itemized deductions amount $40,745,000
Amount of AGI for itemized returns $225,138,000
Number of returns with State and local income taxes 1,570
State and local income taxes amount $14,639,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $125,000
Number of returns with real estate taxes 970
Real estate taxes amount $5,085,000
Number of returns with taxes paid 1,640
Taxes paid amount $20,440,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $10,463,000
Number of returns with contributions 1,220
Contributions amount $4,050,000
Number of returns with taxable income 2,210
Taxable income amount $235,745,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $45,057,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $272,000
Number of returns with total tax credits 490
Total tax credits amount $624,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $168,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $94,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $129,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $1,148,000
Number of returns with total tax payments 2,180
Total tax payments amount $47,842,000
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 $48,000
Number of returns with income tax 2,200
Income tax amount [10] $44,433,000
Number of returns with tax liability 2,210
Total tax liability amount [11] $45,876,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $4,229,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [13] $5,806,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $329,000

Adjusted Gross Income: $200,000 or more

Number of returns 540
Number of single returns 160
Number of joint returns 340
Number of head of household returns 20
Number of returns with paid preparer's signature 360
Number of exemptions 1,090
Number of dependents 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] 20
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $208,505,000
Number of returns with total income 540
Salaries and wages amount $212,479,000
Number of returns with salaries and wages 470
Salaries and wages amount $106,689
Number of returns with taxable interest 420
Taxable interest amount $3,504
Number of returns with ordinary dividends 270
Ordinary dividends amount $4,571,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $2,165
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $1,817
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $6,592,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $22,414,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,266,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $6,321,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $215,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,620,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $43,973,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $3,974,000
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 $792,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $576,000
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 510
Total itemized deductions amount $37,777,000
Amount of AGI for itemized returns $200,553,000
Number of returns with State and local income taxes 500
State and local income taxes amount $19,045,000
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 380
Real estate taxes amount $3,385,000
Number of returns with taxes paid 510
Taxes paid amount $22,706,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $5,525,000
Number of returns with contributions 430
Contributions amount $3,224,000
Number of returns with taxable income 530
Taxable income amount $167,376,000
Number of returns with income tax before credits 530
Income tax before credits amount $45,281,000
Number of returns with alternative minimum tax 330
Alternative minimum tax amount $2,338,000
Number of returns with total tax credits 160
Total tax credits amount $491,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $146,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
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 100
Self-employment tax amount $894,000
Number of returns with total tax payments 530
Total tax payments amount $46,193,000
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 530
Income tax amount [10] $44,790,000
Number of returns with tax liability 540
Total tax liability amount [11] $47,107,000
Number of returns with net investment income tax 300
Net investment income tax $1,030,000
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $7,565,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $2,280,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $4,262,000

[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.