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ZIP Code Database - Facts & Stats

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ZIP Code 92117 Income Tax Stats

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

ZIP Code 92117 Data

Zip Code:92117
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]





92117 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92117 [1] 26,980
Total Number of Single Tax Returns for ZIP Code 92117 8,140
Total Number of Joint Tax Returns for ZIP Code 92117 9,090
Total Number of Dependents for ZIP Code 92117 11,810
Total Adjusted Gross Income for ZIP Code 92117 $1,927,362,000
Average Income per Person for ZIP Code 92117 $37,547
Average Income per Household for ZIP Code 92117 $71,437

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 7,710
Number of single returns 6,100
Number of joint returns 840
Number of head of household returns 660
Number of returns with paid preparer's signature 3,560
Number of exemptions 9,290
Number of dependents 1,870
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 180
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 750
Number of elderly returns [4] 1,690
Adjust gross income (AGI) [5] $100,353,000
Number of returns with total income 7,710
Salaries and wages amount $103,279,000
Number of returns with salaries and wages 5,380
Salaries and wages amount $71,728
Number of returns with taxable interest 1,340
Taxable interest amount $753
Number of returns with ordinary dividends 830
Ordinary dividends amount $1,615,000
Number of returns with qualified dividends 750
Qualified dividends amount [6] $944
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $130
Number of returns with business or professional net income (less loss) 1,790
Business or professional net income (less loss) amount $14,104,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $651,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $3,676,000
Number of returns with taxable pensions and annuities 940
Taxable pensions and annuities amount $8,014,000
Number of farm returns 0
Number of returns with unemployment compensation 250
Unemployment compensation amount [7] $1,148,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $687,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $144,000
Number of returns with total statutory adjustments 1,980
Total statutory adjustments amount $2,926,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $671,000
Number of returns with IRA payments 70
IRA payments amount $251,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $291,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $256,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 630
Total itemized deductions amount $10,928,000
Amount of AGI for itemized returns $9,114,000
Number of returns with State and local income taxes 160
State and local income taxes amount $361,000
Number of returns with State and local general sales tax 390
State and local general sales tax amount $298,000
Number of returns with real estate taxes 450
Real estate taxes amount $1,564,000
Number of returns with taxes paid 620
Taxes paid amount $2,386,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $3,384,000
Number of returns with contributions 400
Contributions amount $632,000
Number of returns with taxable income 3,950
Taxable income amount $25,692,000
Number of returns with income tax before credits 3,910
Income tax before credits amount $2,713,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $332,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $185,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $66,000
Number of returns with child tax credit 160
Child tax credit amount $61,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,550
Self-employment tax amount $2,260,000
Number of returns with total tax payments 6,680
Total tax payments amount $11,726,000
Number of returns with earned income credit 2,060
Earned income credit amount [8] $3,226,000
Number of returns with excess earned income credit 1,500
Excess earned income credit (refundable) amount [9] $2,466,000
Number of returns with additional child tax credit 750
Additional child tax credit amount $890,000
Number of returns with refundable education credit 370
Refundable education credit amount $265,000
Number of returns with income tax 3,430
Income tax amount [10] $2,381,000
Number of returns with tax liability 4,580
Total tax liability amount [11] $4,858,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,310
Tax due at time of filing amount [12] $1,356,000
Number of returns with overpayments refunded 5,760
Overpayments refunded amount [13] $8,078,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $130,000

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

Number of returns 6,490
Number of single returns 4,250
Number of joint returns 1,290
Number of head of household returns 800
Number of returns with paid preparer's signature 3,080
Number of exemptions 10,460
Number of dependents 2,710
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 750
Number of elderly returns [4] 1,360
Adjust gross income (AGI) [5] $237,608,000
Number of returns with total income 6,490
Salaries and wages amount $241,593,000
Number of returns with salaries and wages 5,410
Salaries and wages amount $188,724
Number of returns with taxable interest 1,520
Taxable interest amount $971
Number of returns with ordinary dividends 940
Ordinary dividends amount $2,693,000
Number of returns with qualified dividends 860
Qualified dividends amount [6] $1,783
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $403
Number of returns with business or professional net income (less loss) 1,010
Business or professional net income (less loss) amount $11,835,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $1,747,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $5,360,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $18,477,000
Number of farm returns 20
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $1,765,000
Number of returns with taxable Social Security benefits 910
Taxable Social Security benefits amount $6,283,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $1,317,000
Number of returns with total statutory adjustments 1,660
Total statutory adjustments amount $3,985,000
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 $247,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $857,000
Number of returns with IRA payments 140
IRA payments amount $611,000
Number of returns with student loan interest deduction 730
Student loan interest deduction amount $760,000
Number of returns with tuition and fees deduction 30
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 1,070
Total itemized deductions amount $20,523,000
Amount of AGI for itemized returns $40,793,000
Number of returns with State and local income taxes 600
State and local income taxes amount $935,000
Number of returns with State and local general sales tax 420
State and local general sales tax amount $424,000
Number of returns with real estate taxes 760
Real estate taxes amount $2,773,000
Number of returns with taxes paid 1,060
Taxes paid amount $4,363,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $6,308,000
Number of returns with contributions 800
Contributions amount $1,701,000
Number of returns with taxable income 6,260
Taxable income amount $133,424,000
Number of returns with income tax before credits 6,230
Income tax before credits amount $16,883,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,980
Total tax credits amount $1,526,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 450
Nonrefundable education credit amount $411,000
Number of returns with retirement savings contribution credit 650
Retirement savings contribution credit amount $128,000
Number of returns with child tax credit 870
Child tax credit amount $826,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 750
Self-employment tax amount $1,961,000
Number of returns with total tax payments 6,220
Total tax payments amount $25,098,000
Number of returns with earned income credit 780
Earned income credit amount [8] $1,486,000
Number of returns with excess earned income credit 560
Excess earned income credit (refundable) amount [9] $1,061,000
Number of returns with additional child tax credit 590
Additional child tax credit amount $757,000
Number of returns with refundable education credit 240
Refundable education credit amount $197,000
Number of returns with income tax 5,630
Income tax amount [10] $15,357,000
Number of returns with tax liability 5,860
Total tax liability amount [11] $17,607,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,430
Tax due at time of filing amount [12] $2,459,000
Number of returns with overpayments refunded 4,920
Overpayments refunded amount [13] $9,606,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $232,000

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

Number of returns 4,080
Number of single returns 2,270
Number of joint returns 1,340
Number of head of household returns 370
Number of returns with paid preparer's signature 2,130
Number of exemptions 7,130
Number of dependents 1,710
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 360
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $250,300,000
Number of returns with total income 4,080
Salaries and wages amount $253,959,000
Number of returns with salaries and wages 3,310
Salaries and wages amount $187,226
Number of returns with taxable interest 1,530
Taxable interest amount $1,246
Number of returns with ordinary dividends 920
Ordinary dividends amount $3,284,000
Number of returns with qualified dividends 840
Qualified dividends amount [6] $2,180
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $748
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $9,431,000
Number of returns with net capital gain (less loss) 800
Net capital gain (less loss) amount $2,757,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $6,542,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $26,102,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $852,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $11,341,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $2,020,000
Number of returns with total statutory adjustments 1,240
Total statutory adjustments amount $3,659,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $234,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $832,000
Number of returns with IRA payments 140
IRA payments amount $614,000
Number of returns with student loan interest deduction 530
Student loan interest deduction amount $603,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,400
Total itemized deductions amount $28,878,000
Amount of AGI for itemized returns $87,656,000
Number of returns with State and local income taxes 1,060
State and local income taxes amount $3,209,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $436,000
Number of returns with real estate taxes 1,070
Real estate taxes amount $4,066,000
Number of returns with taxes paid 1,400
Taxes paid amount $8,106,000
Number of returns with mortgage interest paid 930
Mortgage interest paid amount $9,329,000
Number of returns with contributions 1,110
Contributions amount $2,554,000
Number of returns with taxable income 4,050
Taxable income amount $168,821,000
Number of returns with income tax before credits 4,040
Income tax before credits amount $24,725,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,220
Total tax credits amount $1,523,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $226,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 660
Child tax credit amount $928,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $137,000
Number of returns with self-employment tax 470
Self-employment tax amount $1,573,000
Number of returns with total tax payments 3,970
Total tax payments amount $28,856,000
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 90
Additional child tax credit amount $120,000
Number of returns with refundable education credit 140
Refundable education credit amount $113,000
Number of returns with income tax 3,930
Income tax amount [10] $23,202,000
Number of returns with tax liability 3,960
Total tax liability amount [11] $24,979,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,190
Tax due at time of filing amount [12] $2,929,000
Number of returns with overpayments refunded 2,790
Overpayments refunded amount [13] $6,507,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $197,000

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

Number of returns 2,710
Number of single returns 1,190
Number of joint returns 1,270
Number of head of household returns 220
Number of returns with paid preparer's signature 1,490
Number of exemptions 5,240
Number of dependents 1,260
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] 860
Adjust gross income (AGI) [5] $235,500,000
Number of returns with total income 2,710
Salaries and wages amount $238,055,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $171,813
Number of returns with taxable interest 1,460
Taxable interest amount $1,616
Number of returns with ordinary dividends 790
Ordinary dividends amount $2,974,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $2,038
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $1,318
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $6,584,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $2,902,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $7,085,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $26,247,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $602,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $11,332,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,534,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $2,555,000
Number of returns with educator expenses 120
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $218,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $494,000
Number of returns with IRA payments 80
IRA payments amount $425,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $230,000
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 1,530
Total itemized deductions amount $33,893,000
Amount of AGI for itemized returns $134,525,000
Number of returns with State and local income taxes 1,370
State and local income taxes amount $6,379,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $347,000
Number of returns with real estate taxes 1,220
Real estate taxes amount $5,314,000
Number of returns with taxes paid 1,530
Taxes paid amount $12,460,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $11,060,000
Number of returns with contributions 1,250
Contributions amount $3,246,000
Number of returns with taxable income 2,700
Taxable income amount $168,465,000
Number of returns with income tax before credits 2,700
Income tax before credits amount $26,779,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 870
Total tax credits amount $1,318,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $36,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $74,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $740,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $240,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,134,000
Number of returns with total tax payments 2,670
Total tax payments amount $30,428,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $34,000
Number of returns with refundable education credit 90
Refundable education credit amount $66,000
Number of returns with income tax 2,660
Income tax amount [10] $25,461,000
Number of returns with tax liability 2,680
Total tax liability amount [11] $26,760,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $2,408,000
Number of returns with overpayments refunded 1,790
Overpayments refunded amount [13] $5,709,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $322,000

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

Number of returns 4,540
Number of single returns 1,130
Number of joint returns 3,180
Number of head of household returns 190
Number of returns with paid preparer's signature 2,630
Number of exemptions 10,770
Number of dependents 3,060
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] 210
Number of elderly returns [4] 1,350
Adjust gross income (AGI) [5] $625,826,000
Number of returns with total income 4,540
Salaries and wages amount $634,209,000
Number of returns with salaries and wages 3,910
Salaries and wages amount $465,025
Number of returns with taxable interest 3,110
Taxable interest amount $3,218
Number of returns with ordinary dividends 1,890
Ordinary dividends amount $9,713,000
Number of returns with qualified dividends 1,750
Qualified dividends amount [6] $7,164
Number of returns with state and local income tax refunds 2,160
State and local income tax refunds amount $4,154
Number of returns with business or professional net income (less loss) 970
Business or professional net income (less loss) amount $19,246,000
Number of returns with net capital gain (less loss) 1,780
Net capital gain (less loss) amount $15,600,000
Number of returns with taxable individual retirement arrangements distributions 760
Taxable individual retirement arrangements distributions amount $18,131,000
Number of returns with taxable pensions and annuities 1,190
Taxable pensions and annuities amount $55,167,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [7] $1,492,000
Number of returns with taxable Social Security benefits 870
Taxable Social Security benefits amount $18,097,000
Number of returns with partnership/S-corp net income (less loss) 500
Partnership/S-corp net income (less loss) amount $12,899,000
Number of returns with total statutory adjustments 1,610
Total statutory adjustments amount $8,383,000
Number of returns with educator expenses 230
Educator expenses amount $65,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,712,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $1,665,000
Number of returns with IRA payments 200
IRA payments amount $1,159,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $517,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $155,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $86,000
Number of returns with itemized deductions 3,690
Total itemized deductions amount $106,997,000
Amount of AGI for itemized returns $518,660,000
Number of returns with State and local income taxes 3,520
State and local income taxes amount $29,139,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $421,000
Number of returns with real estate taxes 3,180
Real estate taxes amount $16,520,000
Number of returns with taxes paid 3,690
Taxes paid amount $47,368,000
Number of returns with mortgage interest paid 2,830
Mortgage interest paid amount $35,568,000
Number of returns with contributions 3,150
Contributions amount $10,381,000
Number of returns with taxable income 4,540
Taxable income amount $464,605,000
Number of returns with income tax before credits 4,530
Income tax before credits amount $82,404,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $362,000
Number of returns with total tax credits 1,820
Total tax credits amount $2,548,000
Number of returns with foreign tax credit 640
Foreign tax credit amount $104,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $271,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $348,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 670
Child tax credit amount $753,000
Number of returns with residential energy tax credit 200
Residential energy tax credit amount $726,000
Number of returns with self-employment tax 710
Self-employment tax amount $3,018,000
Number of returns with total tax payments 4,490
Total tax payments amount $88,984,000
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 230
Refundable education credit amount $197,000
Number of returns with income tax 4,510
Income tax amount [10] $79,856,000
Number of returns with tax liability 4,520
Total tax liability amount [11] $83,307,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,580
Tax due at time of filing amount [12] $7,795,000
Number of returns with overpayments refunded 2,780
Overpayments refunded amount [13] $12,232,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $1,121,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,450
Number of single returns 220
Number of joint returns 1,170
Number of head of household returns 50
Number of returns with paid preparer's signature 1,000
Number of exemptions 3,830
Number of dependents 1,200
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $477,775,000
Number of returns with total income 1,450
Salaries and wages amount $485,296,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $297,707
Number of returns with taxable interest 1,190
Taxable interest amount $2,386
Number of returns with ordinary dividends 860
Ordinary dividends amount $13,655,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $11,428
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $2,428
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $14,091,000
Number of returns with net capital gain (less loss) 890
Net capital gain (less loss) amount $47,774,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $6,957,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $16,870,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $484,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $4,507,000
Number of returns with partnership/S-corp net income (less loss) 390
Partnership/S-corp net income (less loss) amount $62,385,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $7,521,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,945,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,340,000
Number of returns with IRA payments 20
IRA payments amount $239,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $421,000
Number of returns with itemized deductions 1,420
Total itemized deductions amount $77,836,000
Amount of AGI for itemized returns $466,782,000
Number of returns with State and local income taxes 1,390
State and local income taxes amount $36,938,000
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 1,270
Real estate taxes amount $9,246,000
Number of returns with taxes paid 1,420
Taxes paid amount $47,094,000
Number of returns with mortgage interest paid 1,130
Mortgage interest paid amount $17,496,000
Number of returns with contributions 1,240
Contributions amount $8,208,000
Number of returns with taxable income 1,450
Taxable income amount $387,449,000
Number of returns with income tax before credits 1,450
Income tax before credits amount $96,972,000
Number of returns with alternative minimum tax 930
Alternative minimum tax amount $5,477,000
Number of returns with total tax credits 650
Total tax credits amount $1,961,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $781,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $110,000
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 90
Residential energy tax credit amount $375,000
Number of returns with self-employment tax 280
Self-employment tax amount $2,039,000
Number of returns with total tax payments 1,430
Total tax payments amount $93,966,000
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 1,450
Income tax amount [10] $95,011,000
Number of returns with tax liability 1,450
Total tax liability amount [11] $99,930,000
Number of returns with net investment income tax 720
Net investment income tax $1,594,000
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $13,796,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $4,880,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $2,805,000

[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.