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ZIP Code Database - Facts & Stats

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ZIP Code 92127 Income Tax Stats

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

ZIP Code 92127 Data

Zip Code:92127
City:San Diego
State:CA [California]
Counties: SAN DIEGO, CA
City Alias(es):San Diego
Area Code:858
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





92127 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92127 [1] 19,690
Total Number of Single Tax Returns for ZIP Code 92127 6,490
Total Number of Joint Tax Returns for ZIP Code 92127 10,850
Total Number of Dependents for ZIP Code 92127 17,920
Total Adjusted Gross Income for ZIP Code 92127 $3,302,765,000
Average Income per Person for ZIP Code 92127 $83,961
Average Income per Household for ZIP Code 92127 $167,738

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 4,050
Number of single returns 3,210
Number of joint returns 480
Number of head of household returns 310
Number of returns with paid preparer's signature 1,800
Number of exemptions 4,030
Number of dependents 980
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 260
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $43,697,000
Number of returns with total income 4,050
Salaries and wages amount $44,929,000
Number of returns with salaries and wages 3,000
Salaries and wages amount $34,276
Number of returns with taxable interest 760
Taxable interest amount $669
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,408,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $909
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $88
Number of returns with business or professional net income (less loss) 760
Business or professional net income (less loss) amount $5,141,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,077,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,415,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $2,613,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $410,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $372,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount ($442,000)
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $1,232,000
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 $284,000
Number of returns with IRA payments 40
IRA payments amount $155,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $122,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $173,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $7,259,000
Amount of AGI for itemized returns $4,389,000
Number of returns with State and local income taxes 110
State and local income taxes amount $302,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $117,000
Number of returns with real estate taxes 210
Real estate taxes amount $1,514,000
Number of returns with taxes paid 310
Taxes paid amount $2,001,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,709,000
Number of returns with contributions 200
Contributions amount $361,000
Number of returns with taxable income 1,840
Taxable income amount $10,873,000
Number of returns with income tax before credits 1,780
Income tax before credits amount $1,203,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $169,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $117,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 40
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 630
Self-employment tax amount $865,000
Number of returns with total tax payments 3,340
Total tax payments amount $5,533,000
Number of returns with earned income credit 870
Earned income credit amount [8] $1,827,000
Number of returns with excess earned income credit 670
Excess earned income credit (refundable) amount [9] $1,402,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $463,000
Number of returns with refundable education credit 240
Refundable education credit amount $195,000
Number of returns with income tax 1,570
Income tax amount [10] $1,010,000
Number of returns with tax liability 2,100
Total tax liability amount [11] $1,934,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $486,000
Number of returns with overpayments refunded 2,960
Overpayments refunded amount [13] $3,937,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $131,000

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

Number of returns 2,350
Number of single returns 1,370
Number of joint returns 590
Number of head of household returns 340
Number of returns with paid preparer's signature 1,110
Number of exemptions 4,160
Number of dependents 1,270
Total number of volunteer prepared returns [5] 60
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] 240
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $86,250,000
Number of returns with total income 2,350
Salaries and wages amount $88,231,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $67,842
Number of returns with taxable interest 620
Taxable interest amount $771
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,450,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $928
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $196
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $5,525,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,434,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,302,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $5,456,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $653,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $2,134,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $588,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,981,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $374,000
Number of returns with IRA payments 70
IRA payments amount $386,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $296,000
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 570
Total itemized deductions amount $13,146,000
Amount of AGI for itemized returns $21,724,000
Number of returns with State and local income taxes 280
State and local income taxes amount $579,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $244,000
Number of returns with real estate taxes 400
Real estate taxes amount $3,061,000
Number of returns with taxes paid 560
Taxes paid amount $4,092,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $3,654,000
Number of returns with contributions 430
Contributions amount $1,058,000
Number of returns with taxable income 2,160
Taxable income amount $44,070,000
Number of returns with income tax before credits 2,140
Income tax before credits amount $5,525,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $22,000
Number of returns with total tax credits 890
Total tax credits amount $783,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $261,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 410
Child tax credit amount $374,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $976,000
Number of returns with total tax payments 2,200
Total tax payments amount $9,311,000
Number of returns with earned income credit 430
Earned income credit amount [8] $880,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $607,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $438,000
Number of returns with refundable education credit 170
Refundable education credit amount $142,000
Number of returns with income tax 1,830
Income tax amount [10] $4,742,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $5,834,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $835,000
Number of returns with overpayments refunded 1,780
Overpayments refunded amount [13] $4,178,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $106,000

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

Number of returns 1,890
Number of single returns 910
Number of joint returns 650
Number of head of household returns 280
Number of returns with paid preparer's signature 920
Number of exemptions 3,760
Number of dependents 1,240
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $117,654,000
Number of returns with total income 1,890
Salaries and wages amount $119,714,000
Number of returns with salaries and wages 1,540
Salaries and wages amount $89,035
Number of returns with taxable interest 810
Taxable interest amount $922
Number of returns with ordinary dividends 450
Ordinary dividends amount $2,590,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,678
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $496
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $4,096,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $2,169,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,111,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $8,337,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $578,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $5,200,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,276,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,060,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $428,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $513,000
Number of returns with IRA payments 70
IRA payments amount $363,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $305,000
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 800
Total itemized deductions amount $19,666,000
Amount of AGI for itemized returns $50,297,000
Number of returns with State and local income taxes 560
State and local income taxes amount $1,716,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $292,000
Number of returns with real estate taxes 610
Real estate taxes amount $4,061,000
Number of returns with taxes paid 800
Taxes paid amount $6,402,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $5,843,000
Number of returns with contributions 630
Contributions amount $1,586,000
Number of returns with taxable income 1,840
Taxable income amount $73,596,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $10,509,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $1,044,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 510
Child tax credit amount $717,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 230
Self-employment tax amount $761,000
Number of returns with total tax payments 1,810
Total tax payments amount $13,054,000
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 $131,000
Number of returns with refundable education credit 110
Refundable education credit amount $94,000
Number of returns with income tax 1,710
Income tax amount [10] $9,465,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $10,305,000
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] $1,262,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $3,663,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $293,000

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

Number of returns 1,580
Number of single returns 540
Number of joint returns 790
Number of head of household returns 200
Number of returns with paid preparer's signature 840
Number of exemptions 3,600
Number of dependents 1,230
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] 100
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $137,270,000
Number of returns with total income 1,580
Salaries and wages amount $139,790,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $102,156
Number of returns with taxable interest 820
Taxable interest amount $885
Number of returns with ordinary dividends 530
Ordinary dividends amount $3,129,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $2,140
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $849
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $5,208,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $2,779,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,589,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $11,169,000
Number of farm returns 20
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $481,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $5,690,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,963,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $2,520,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $671,000
Number of returns with IRA payments 70
IRA payments amount $476,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $161,000
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 980
Total itemized deductions amount $25,937,000
Amount of AGI for itemized returns $85,262,000
Number of returns with State and local income taxes 810
State and local income taxes amount $3,815,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $228,000
Number of returns with real estate taxes 720
Real estate taxes amount $5,629,000
Number of returns with taxes paid 980
Taxes paid amount $10,040,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $7,140,000
Number of returns with contributions 790
Contributions amount $2,383,000
Number of returns with taxable income 1,560
Taxable income amount $90,969,000
Number of returns with income tax before credits 1,550
Income tax before credits amount $14,038,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $1,236,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $73,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $162,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $756,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $122,000
Number of returns with self-employment tax 240
Self-employment tax amount $964,000
Number of returns with total tax payments 1,540
Total tax payments amount $16,403,000
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 50
Additional child tax credit amount $75,000
Number of returns with refundable education credit 100
Refundable education credit amount $92,000
Number of returns with income tax 1,510
Income tax amount [10] $12,802,000
Number of returns with tax liability 1,530
Total tax liability amount [11] $13,887,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $1,658,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [13] $3,823,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $315,000

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

Number of returns 4,830
Number of single returns 720
Number of joint returns 3,740
Number of head of household returns 300
Number of returns with paid preparer's signature 2,520
Number of exemptions 14,140
Number of dependents 5,570
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] 260
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $705,666,000
Number of returns with total income 4,830
Salaries and wages amount $716,154,000
Number of returns with salaries and wages 4,310
Salaries and wages amount $562,160
Number of returns with taxable interest 3,300
Taxable interest amount $3,828
Number of returns with ordinary dividends 2,230
Ordinary dividends amount $13,269,000
Number of returns with qualified dividends 2,100
Qualified dividends amount [6] $9,493
Number of returns with state and local income tax refunds 2,440
State and local income tax refunds amount $5,713
Number of returns with business or professional net income (less loss) 1,020
Business or professional net income (less loss) amount $22,328,000
Number of returns with net capital gain (less loss) 2,210
Net capital gain (less loss) amount $18,047,000
Number of returns with taxable individual retirement arrangements distributions 590
Taxable individual retirement arrangements distributions amount $17,801,000
Number of returns with taxable pensions and annuities 950
Taxable pensions and annuities amount $35,571,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,795,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $14,799,000
Number of returns with partnership/S-corp net income (less loss) 610
Partnership/S-corp net income (less loss) amount $17,671,000
Number of returns with total statutory adjustments 1,700
Total statutory adjustments amount $10,488,000
Number of returns with educator expenses 220
Educator expenses amount $60,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,924,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $2,203,000
Number of returns with IRA payments 270
IRA payments amount $1,585,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $362,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $155,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 4,130
Total itemized deductions amount $150,552,000
Amount of AGI for itemized returns $614,470,000
Number of returns with State and local income taxes 3,900
State and local income taxes amount $34,695,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $442,000
Number of returns with real estate taxes 3,540
Real estate taxes amount $37,066,000
Number of returns with taxes paid 4,130
Taxes paid amount $74,003,000
Number of returns with mortgage interest paid 3,290
Mortgage interest paid amount $48,118,000
Number of returns with contributions 3,510
Contributions amount $12,598,000
Number of returns with taxable income 4,810
Taxable income amount $489,935,000
Number of returns with income tax before credits 4,790
Income tax before credits amount $85,974,000
Number of returns with alternative minimum tax 440
Alternative minimum tax amount $1,065,000
Number of returns with total tax credits 2,340
Total tax credits amount $3,128,000
Number of returns with foreign tax credit 780
Foreign tax credit amount $325,000
Number of returns with child and dependent care credit 630
Child and dependent care credit amount $344,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $473,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 950
Child tax credit amount $1,072,000
Number of returns with residential energy tax credit 170
Residential energy tax credit amount $634,000
Number of returns with self-employment tax 720
Self-employment tax amount $3,567,000
Number of returns with total tax payments 4,750
Total tax payments amount $95,993,000
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 310
Refundable education credit amount $288,000
Number of returns with income tax 4,760
Income tax amount [10] $82,846,000
Number of returns with tax liability 4,780
Total tax liability amount [11] $86,872,000
Number of returns with net investment income tax 30
Net investment income tax $10,000
Number of returns with tax due at time of filing 1,550
Tax due at time of filing amount [12] $8,123,000
Number of returns with overpayments refunded 3,080
Overpayments refunded amount [13] $15,844,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $1,272,000

Adjusted Gross Income: $200,000 or more

Number of returns 4,990
Number of single returns 240
Number of joint returns 4,600
Number of head of household returns 120
Number of returns with paid preparer's signature 2,980
Number of exemptions 17,220
Number of dependents 7,630
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] 100
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $2,212,228,000
Number of returns with total income 4,990
Salaries and wages amount $2,247,418,000
Number of returns with salaries and wages 4,690
Salaries and wages amount $1,507,028
Number of returns with taxable interest 4,170
Taxable interest amount $15,190
Number of returns with ordinary dividends 3,420
Ordinary dividends amount $46,241,000
Number of returns with qualified dividends 3,280
Qualified dividends amount [6] $34,967
Number of returns with state and local income tax refunds 2,360
State and local income tax refunds amount $11,653
Number of returns with business or professional net income (less loss) 1,070
Business or professional net income (less loss) amount $64,439,000
Number of returns with net capital gain (less loss) 3,560
Net capital gain (less loss) amount $257,139,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $20,730,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $28,645,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [7] $1,408,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $8,252,000
Number of returns with partnership/S-corp net income (less loss) 1,300
Partnership/S-corp net income (less loss) amount $258,309,000
Number of returns with total statutory adjustments 1,590
Total statutory adjustments amount $35,190,000
Number of returns with educator expenses 140
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 380
Self-employment retirement plans amount $14,704,000
Number of returns with self-employment health insurance deduction 440
Self-employment health insurance deduction amount $6,520,000
Number of returns with IRA payments 60
IRA payments amount $654,000
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 100
Domestic production activities deduction amount $1,559,000
Number of returns with itemized deductions 4,960
Total itemized deductions amount $402,933,000
Amount of AGI for itemized returns $2,201,160,000
Number of returns with State and local income taxes 4,870
State and local income taxes amount $193,663,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $190,000
Number of returns with real estate taxes 4,600
Real estate taxes amount $76,930,000
Number of returns with taxes paid 4,960
Taxes paid amount $273,669,000
Number of returns with mortgage interest paid 4,310
Mortgage interest paid amount $84,852,000
Number of returns with contributions 4,510
Contributions amount $45,704,000
Number of returns with taxable income 4,990
Taxable income amount $1,762,800,000
Number of returns with income tax before credits 4,990
Income tax before credits amount $489,405,000
Number of returns with alternative minimum tax 4,070
Alternative minimum tax amount $36,771,000
Number of returns with total tax credits 2,510
Total tax credits amount $9,737,000
Number of returns with foreign tax credit 1,510
Foreign tax credit amount $4,984,000
Number of returns with child and dependent care credit 1,000
Child and dependent care credit amount $486,000
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 310
Residential energy tax credit amount $2,064,000
Number of returns with self-employment tax 990
Self-employment tax amount $10,398,000
Number of returns with total tax payments 4,960
Total tax payments amount $481,795,000
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 4,990
Income tax amount [10] $479,667,000
Number of returns with tax liability 4,990
Total tax liability amount [11] $504,959,000
Number of returns with net investment income tax 2,900
Net investment income tax $7,858,000
Number of returns with tax due at time of filing 2,670
Tax due at time of filing amount [12] $59,307,000
Number of returns with overpayments refunded 1,860
Overpayments refunded amount [13] $19,294,000
Number of returns with credit to next year’s estimated tax 520
Credited to next year’s estimated tax amount $16,158,000

[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.