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ZIP Code Database - Facts & Stats

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ZIP Code 92123 Income Tax Stats

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

ZIP Code 92123 Data

Zip Code:92123
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]





92123 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92123 [1] 14,880
Total Number of Single Tax Returns for ZIP Code 92123 4,700
Total Number of Joint Tax Returns for ZIP Code 92123 5,060
Total Number of Dependents for ZIP Code 92123 6,830
Total Adjusted Gross Income for ZIP Code 92123 $1,095,357,000
Average Income per Person for ZIP Code 92123 $40,836
Average Income per Household for ZIP Code 92123 $73,613

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 3,790
Number of single returns 2,900
Number of joint returns 400
Number of head of household returns 400
Number of returns with paid preparer's signature 1,600
Number of exemptions 4,680
Number of dependents 1,030
Total number of volunteer prepared returns [5] 110
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 50
Number of refund anticipation check returns [3] 510
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $50,623,000
Number of returns with total income 3,790
Salaries and wages amount $51,815,000
Number of returns with salaries and wages 2,920
Salaries and wages amount $40,466
Number of returns with taxable interest 540
Taxable interest amount $244
Number of returns with ordinary dividends 300
Ordinary dividends amount $587,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $348
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 780
Business or professional net income (less loss) amount $5,142,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $203,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,027,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $3,457,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $738,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $236,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $169,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $1,192,000
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 70
Self-employment health insurance deduction amount $270,000
Number of returns with IRA payments 20
IRA payments amount $37,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $159,000
Number of returns with tuition and fees deduction 60
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 280
Total itemized deductions amount $4,429,000
Amount of AGI for itemized returns $4,002,000
Number of returns with State and local income taxes 90
State and local income taxes amount $147,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $104,000
Number of returns with real estate taxes 180
Real estate taxes amount $609,000
Number of returns with taxes paid 270
Taxes paid amount $912,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,779,000
Number of returns with contributions 160
Contributions amount $253,000
Number of returns with taxable income 1,990
Taxable income amount $13,244,000
Number of returns with income tax before credits 1,980
Income tax before credits amount $1,408,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $201,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 90
Child tax credit amount $29,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 640
Self-employment tax amount $901,000
Number of returns with total tax payments 3,380
Total tax payments amount $6,719,000
Number of returns with earned income credit 1,190
Earned income credit amount [8] $2,253,000
Number of returns with excess earned income credit 920
Excess earned income credit (refundable) amount [9] $1,888,000
Number of returns with additional child tax credit 500
Additional child tax credit amount $591,000
Number of returns with refundable education credit 230
Refundable education credit amount $171,000
Number of returns with income tax 1,680
Income tax amount [10] $1,207,000
Number of returns with tax liability 2,180
Total tax liability amount [11] $2,205,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $536,000
Number of returns with overpayments refunded 3,000
Overpayments refunded amount [13] $5,021,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $17,000

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

Number of returns 3,880
Number of single returns 2,330
Number of joint returns 890
Number of head of household returns 530
Number of returns with paid preparer's signature 1,590
Number of exemptions 6,530
Number of dependents 1,790
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 670
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $142,834,000
Number of returns with total income 3,880
Salaries and wages amount $144,800,000
Number of returns with salaries and wages 3,400
Salaries and wages amount $122,299
Number of returns with taxable interest 720
Taxable interest amount $367
Number of returns with ordinary dividends 400
Ordinary dividends amount $972,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $669
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $140
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $4,460,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $618,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,464,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $8,555,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $918,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $2,748,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $665,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $1,966,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $300,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $310,000
Number of returns with IRA payments 90
IRA payments amount $297,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $452,000
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 590
Total itemized deductions amount $9,872,000
Amount of AGI for itemized returns $22,776,000
Number of returns with State and local income taxes 360
State and local income taxes amount $646,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $201,000
Number of returns with real estate taxes 370
Real estate taxes amount $1,266,000
Number of returns with taxes paid 590
Taxes paid amount $2,288,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,816,000
Number of returns with contributions 430
Contributions amount $1,019,000
Number of returns with taxable income 3,770
Taxable income amount $79,588,000
Number of returns with income tax before credits 3,760
Income tax before credits amount $10,014,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,510
Total tax credits amount $1,256,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $343,000
Number of returns with retirement savings contribution credit 620
Retirement savings contribution credit amount $126,000
Number of returns with child tax credit 700
Child tax credit amount $630,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 330
Self-employment tax amount $870,000
Number of returns with total tax payments 3,760
Total tax payments amount $16,275,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,470,000
Number of returns with excess earned income credit 610
Excess earned income credit (refundable) amount [9] $1,261,000
Number of returns with additional child tax credit 540
Additional child tax credit amount $737,000
Number of returns with refundable education credit 230
Refundable education credit amount $171,000
Number of returns with income tax 3,200
Income tax amount [10] $8,758,000
Number of returns with tax liability 3,310
Total tax liability amount [11] $9,765,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $1,108,000
Number of returns with overpayments refunded 3,140
Overpayments refunded amount [13] $7,480,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $84,000

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

Number of returns 2,400
Number of single returns 1,280
Number of joint returns 840
Number of head of household returns 230
Number of returns with paid preparer's signature 1,130
Number of exemptions 4,430
Number of dependents 1,180
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 300
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $148,120,000
Number of returns with total income 2,400
Salaries and wages amount $150,020,000
Number of returns with salaries and wages 2,080
Salaries and wages amount $120,287
Number of returns with taxable interest 790
Taxable interest amount $443
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,031,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $724
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $429
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,036,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,410,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,002,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $12,395,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $486,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $5,176,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,342,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,900,000
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 50
Self-employment health insurance deduction amount $268,000
Number of returns with IRA payments 70
IRA payments amount $240,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $447,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 750
Total itemized deductions amount $14,715,000
Amount of AGI for itemized returns $47,355,000
Number of returns with State and local income taxes 600
State and local income taxes amount $1,812,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $193,000
Number of returns with real estate taxes 580
Real estate taxes amount $2,170,000
Number of returns with taxes paid 750
Taxes paid amount $4,375,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $5,178,000
Number of returns with contributions 610
Contributions amount $1,470,000
Number of returns with taxable income 2,390
Taxable income amount $100,480,000
Number of returns with income tax before credits 2,390
Income tax before credits amount $14,815,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $1,168,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 490
Child tax credit amount $730,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $79,000
Number of returns with self-employment tax 230
Self-employment tax amount $615,000
Number of returns with total tax payments 2,360
Total tax payments amount $17,609,000
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 100
Additional child tax credit amount $132,000
Number of returns with refundable education credit 110
Refundable education credit amount $86,000
Number of returns with income tax 2,280
Income tax amount [10] $13,647,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $14,384,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $1,416,000
Number of returns with overpayments refunded 1,770
Overpayments refunded amount [13] $4,519,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $71,000

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

Number of returns 1,670
Number of single returns 760
Number of joint returns 750
Number of head of household returns 140
Number of returns with paid preparer's signature 840
Number of exemptions 3,270
Number of dependents 850
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] 150
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $145,066,000
Number of returns with total income 1,670
Salaries and wages amount $146,423,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $118,027
Number of returns with taxable interest 780
Taxable interest amount $449
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,318,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $873
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $692
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,595,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,354,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,119,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $12,291,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $420,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $4,449,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,236,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,357,000
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 40
Self-employment health insurance deduction amount $262,000
Number of returns with IRA payments 40
IRA payments amount $201,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $196,000
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 920
Total itemized deductions amount $19,238,000
Amount of AGI for itemized returns $80,668,000
Number of returns with State and local income taxes 820
State and local income taxes amount $3,960,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $172,000
Number of returns with real estate taxes 650
Real estate taxes amount $2,608,000
Number of returns with taxes paid 910
Taxes paid amount $7,067,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $6,358,000
Number of returns with contributions 710
Contributions amount $2,007,000
Number of returns with taxable income 1,670
Taxable income amount $104,824,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $16,966,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $906,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $70,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $498,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $98,000
Number of returns with self-employment tax 150
Self-employment tax amount $451,000
Number of returns with total tax payments 1,650
Total tax payments amount $18,923,000
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 70
Refundable education credit amount $56,000
Number of returns with income tax 1,650
Income tax amount [10] $16,060,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $16,602,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,367,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $3,549,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $99,000

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

Number of returns 2,540
Number of single returns 680
Number of joint returns 1,710
Number of head of household returns 110
Number of returns with paid preparer's signature 1,390
Number of exemptions 5,780
Number of dependents 1,520
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] 180
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $344,622,000
Number of returns with total income 2,540
Salaries and wages amount $348,166,000
Number of returns with salaries and wages 2,300
Salaries and wages amount $279,565
Number of returns with taxable interest 1,620
Taxable interest amount $1,521
Number of returns with ordinary dividends 880
Ordinary dividends amount $3,831,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $2,755
Number of returns with state and local income tax refunds 1,180
State and local income tax refunds amount $2,148
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $7,054,000
Number of returns with net capital gain (less loss) 800
Net capital gain (less loss) amount $5,827,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $7,141,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $24,188,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $830,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $7,706,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $5,452,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $3,544,000
Number of returns with educator expenses 90
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $583,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $528,000
Number of returns with IRA payments 90
IRA payments amount $508,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $347,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $86,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,980
Total itemized deductions amount $54,572,000
Amount of AGI for itemized returns $274,387,000
Number of returns with State and local income taxes 1,870
State and local income taxes amount $15,519,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $221,000
Number of returns with real estate taxes 1,570
Real estate taxes amount $8,018,000
Number of returns with taxes paid 1,980
Taxes paid amount $24,664,000
Number of returns with mortgage interest paid 1,450
Mortgage interest paid amount $17,529,000
Number of returns with contributions 1,620
Contributions amount $5,431,000
Number of returns with taxable income 2,530
Taxable income amount $260,251,000
Number of returns with income tax before credits 2,530
Income tax before credits amount $46,875,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $176,000
Number of returns with total tax credits 920
Total tax credits amount $1,414,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $136,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $137,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $203,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 370
Child tax credit amount $426,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $378,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,162,000
Number of returns with total tax payments 2,520
Total tax payments amount $50,263,000
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 140
Refundable education credit amount $118,000
Number of returns with income tax 2,520
Income tax amount [10] $45,461,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $46,925,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 870
Tax due at time of filing amount [12] $3,899,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $6,784,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $409,000

Adjusted Gross Income: $200,000 or more

Number of returns 600
Number of single returns 110
Number of joint returns 470
Number of head of household returns 20
Number of returns with paid preparer's signature 410
Number of exemptions 1,540
Number of dependents 460
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] 120
Adjust gross income (AGI) [5] $264,092,000
Number of returns with total income 600
Salaries and wages amount $267,272,000
Number of returns with salaries and wages 550
Salaries and wages amount $125,557
Number of returns with taxable interest 480
Taxable interest amount $1,419
Number of returns with ordinary dividends 320
Ordinary dividends amount $5,385,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $4,628
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $902
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $6,082,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $17,482,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,149,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $6,067,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $146,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,556,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $37,615,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $3,180,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $810,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $643,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $385,000
Number of returns with itemized deductions 580
Total itemized deductions amount $40,300,000
Amount of AGI for itemized returns $256,995,000
Number of returns with State and local income taxes 560
State and local income taxes amount $16,292,000
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 480
Real estate taxes amount $3,628,000
Number of returns with taxes paid 580
Taxes paid amount $30,222,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $6,354,000
Number of returns with contributions 490
Contributions amount $3,736,000
Number of returns with taxable income 600
Taxable income amount $218,465,000
Number of returns with income tax before credits 600
Income tax before credits amount $60,968,000
Number of returns with alternative minimum tax 340
Alternative minimum tax amount $2,088,000
Number of returns with total tax credits 220
Total tax credits amount $2,242,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $737,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $34,000
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 30
Residential energy tax credit amount $150,000
Number of returns with self-employment tax 90
Self-employment tax amount $741,000
Number of returns with total tax payments 590
Total tax payments amount $41,326,000
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 600
Income tax amount [10] $58,726,000
Number of returns with tax liability 600
Total tax liability amount [11] $62,425,000
Number of returns with net investment income tax 260
Net investment income tax $1,129,000
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $9,152,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $3,483,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $1,443,000

[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.