Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 92129 Income Tax Stats

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

ZIP Code 92129 Data

Zip Code:92129
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]





92129 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92129 [1] 24,190
Total Number of Single Tax Returns for ZIP Code 92129 9,030
Total Number of Joint Tax Returns for ZIP Code 92129 12,060
Total Number of Dependents for ZIP Code 92129 16,850
Total Adjusted Gross Income for ZIP Code 92129 $2,561,433,000
Average Income per Person for ZIP Code 92129 $49,702
Average Income per Household for ZIP Code 92129 $105,888

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 5,720
Number of single returns 4,610
Number of joint returns 650
Number of head of household returns 370
Number of returns with paid preparer's signature 2,370
Number of exemptions 5,690
Number of dependents 1,220
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 380
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $65,855,000
Number of returns with total income 5,720
Salaries and wages amount $67,700,000
Number of returns with salaries and wages 4,420
Salaries and wages amount $52,596
Number of returns with taxable interest 960
Taxable interest amount $604
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,120,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $727
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $102
Number of returns with business or professional net income (less loss) 1,000
Business or professional net income (less loss) amount $6,598,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $749,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,010,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,156,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $657,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $313,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($143,000)
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $1,845,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $265,000
Number of returns with IRA payments 50
IRA payments amount $169,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $254,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $235,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $8,170,000
Amount of AGI for itemized returns $6,149,000
Number of returns with State and local income taxes 120
State and local income taxes amount $230,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $165,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,387,000
Number of returns with taxes paid 420
Taxes paid amount $1,874,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $2,208,000
Number of returns with contributions 290
Contributions amount $502,000
Number of returns with taxable income 2,800
Taxable income amount $17,446,000
Number of returns with income tax before credits 2,760
Income tax before credits amount $1,871,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $221,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 60
Child tax credit amount $21,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 830
Self-employment tax amount $1,116,000
Number of returns with total tax payments 4,920
Total tax payments amount $7,939,000
Number of returns with earned income credit 1,240
Earned income credit amount [8] $2,288,000
Number of returns with excess earned income credit 930
Excess earned income credit (refundable) amount [9] $1,844,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $529,000
Number of returns with refundable education credit 270
Refundable education credit amount $211,000
Number of returns with income tax 2,480
Income tax amount [10] $1,650,000
Number of returns with tax liability 3,120
Total tax liability amount [11] $2,843,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 800
Tax due at time of filing amount [12] $690,000
Number of returns with overpayments refunded 4,370
Overpayments refunded amount [13] $5,706,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $62,000

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

Number of returns 3,720
Number of single returns 2,300
Number of joint returns 860
Number of head of household returns 480
Number of returns with paid preparer's signature 1,660
Number of exemptions 6,100
Number of dependents 1,600
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 390
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $135,583,000
Number of returns with total income 3,720
Salaries and wages amount $138,206,000
Number of returns with salaries and wages 3,130
Salaries and wages amount $109,183
Number of returns with taxable interest 980
Taxable interest amount $775
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,472,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $917
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $240
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $6,392,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $2,056,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,423,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $9,388,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $775,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $3,455,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $986,000
Number of returns with total statutory adjustments 1,010
Total statutory adjustments amount $2,623,000
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 $320,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $535,000
Number of returns with IRA payments 100
IRA payments amount $511,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $487,000
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 760
Total itemized deductions amount $15,185,000
Amount of AGI for itemized returns $28,895,000
Number of returns with State and local income taxes 380
State and local income taxes amount $705,000
Number of returns with State and local general sales tax 320
State and local general sales tax amount $361,000
Number of returns with real estate taxes 540
Real estate taxes amount $2,572,000
Number of returns with taxes paid 750
Taxes paid amount $3,886,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $5,055,000
Number of returns with contributions 580
Contributions amount $1,357,000
Number of returns with taxable income 3,520
Taxable income amount $73,231,000
Number of returns with income tax before credits 3,510
Income tax before credits amount $9,266,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,300
Total tax credits amount $1,085,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $41,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $374,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $98,000
Number of returns with child tax credit 500
Child tax credit amount $483,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,208,000
Number of returns with total tax payments 3,560
Total tax payments amount $14,657,000
Number of returns with earned income credit 590
Earned income credit amount [8] $1,191,000
Number of returns with excess earned income credit 420
Excess earned income credit (refundable) amount [9] $852,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $488,000
Number of returns with refundable education credit 220
Refundable education credit amount $183,000
Number of returns with income tax 3,110
Income tax amount [10] $8,181,000
Number of returns with tax liability 3,290
Total tax liability amount [11] $9,542,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $1,221,000
Number of returns with overpayments refunded 2,930
Overpayments refunded amount [13] $6,199,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $92,000

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

Number of returns 2,760
Number of single returns 1,260
Number of joint returns 1,080
Number of head of household returns 360
Number of returns with paid preparer's signature 1,310
Number of exemptions 5,420
Number of dependents 1,590
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] 230
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $171,031,000
Number of returns with total income 2,760
Salaries and wages amount $174,236,000
Number of returns with salaries and wages 2,300
Salaries and wages amount $130,592
Number of returns with taxable interest 1,150
Taxable interest amount $1,036
Number of returns with ordinary dividends 640
Ordinary dividends amount $2,080,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,380
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $642
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $5,824,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,262,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $4,863,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $14,718,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $765,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $8,082,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,911,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $3,205,000
Number of returns with educator expenses 80
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $766,000
Number of returns with IRA payments 120
IRA payments amount $672,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $443,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $99,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,050
Total itemized deductions amount $23,813,000
Amount of AGI for itemized returns $66,302,000
Number of returns with State and local income taxes 750
State and local income taxes amount $2,219,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $365,000
Number of returns with real estate taxes 850
Real estate taxes amount $4,041,000
Number of returns with taxes paid 1,050
Taxes paid amount $6,968,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $8,132,000
Number of returns with contributions 880
Contributions amount $2,487,000
Number of returns with taxable income 2,720
Taxable income amount $110,029,000
Number of returns with income tax before credits 2,710
Income tax before credits amount $15,836,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,040
Total tax credits amount $1,386,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $30,000
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 240
Nonrefundable education credit amount $285,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 610
Child tax credit amount $883,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $58,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,091,000
Number of returns with total tax payments 2,680
Total tax payments amount $19,070,000
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 $114,000
Number of returns with refundable education credit 170
Refundable education credit amount $152,000
Number of returns with income tax 2,590
Income tax amount [10] $14,449,000
Number of returns with tax liability 2,640
Total tax liability amount [11] $15,681,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 780
Tax due at time of filing amount [12] $1,911,000
Number of returns with overpayments refunded 1,910
Overpayments refunded amount [13] $5,060,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $194,000

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

Number of returns 2,280
Number of single returns 720
Number of joint returns 1,280
Number of head of household returns 240
Number of returns with paid preparer's signature 1,140
Number of exemptions 5,110
Number of dependents 1,560
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $198,828,000
Number of returns with total income 2,280
Salaries and wages amount $201,924,000
Number of returns with salaries and wages 1,890
Salaries and wages amount $144,218
Number of returns with taxable interest 1,250
Taxable interest amount $1,273
Number of returns with ordinary dividends 730
Ordinary dividends amount $2,304,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $1,623
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $1,035
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $7,467,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $2,712,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $5,628,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $21,718,000
Number of farm returns 30
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $710,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $10,324,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,611,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $3,096,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $324,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $743,000
Number of returns with IRA payments 110
IRA payments amount $641,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $231,000
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 $73,000
Number of returns with itemized deductions 1,350
Total itemized deductions amount $31,072,000
Amount of AGI for itemized returns $119,358,000
Number of returns with State and local income taxes 1,120
State and local income taxes amount $4,907,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $378,000
Number of returns with real estate taxes 1,090
Real estate taxes amount $5,538,000
Number of returns with taxes paid 1,350
Taxes paid amount $11,352,000
Number of returns with mortgage interest paid 980
Mortgage interest paid amount $10,852,000
Number of returns with contributions 1,160
Contributions amount $3,584,000
Number of returns with taxable income 2,270
Taxable income amount $136,924,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $21,763,000
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 $1,563,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $43,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $239,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $920,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $207,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,240,000
Number of returns with total tax payments 2,230
Total tax payments amount $23,939,000
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 40
Additional child tax credit amount $56,000
Number of returns with refundable education credit 140
Refundable education credit amount $123,000
Number of returns with income tax 2,220
Income tax amount [10] $20,200,000
Number of returns with tax liability 2,240
Total tax liability amount [11] $20,847,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $2,596,000
Number of returns with overpayments refunded 1,470
Overpayments refunded amount [13] $4,682,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $254,000

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

Number of returns 6,260
Number of single returns 860
Number of joint returns 5,000
Number of head of household returns 350
Number of returns with paid preparer's signature 3,160
Number of exemptions 17,600
Number of dependents 6,330
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 230
Number of elderly returns [4] 1,780
Adjust gross income (AGI) [5] $898,744,000
Number of returns with total income 6,260
Salaries and wages amount $909,680,000
Number of returns with salaries and wages 5,630
Salaries and wages amount $708,843
Number of returns with taxable interest 4,410
Taxable interest amount $3,913
Number of returns with ordinary dividends 2,890
Ordinary dividends amount $11,256,000
Number of returns with qualified dividends 2,720
Qualified dividends amount [6] $8,243
Number of returns with state and local income tax refunds 3,080
State and local income tax refunds amount $6,042
Number of returns with business or professional net income (less loss) 1,300
Business or professional net income (less loss) amount $22,123,000
Number of returns with net capital gain (less loss) 2,720
Net capital gain (less loss) amount $16,990,000
Number of returns with taxable individual retirement arrangements distributions 870
Taxable individual retirement arrangements distributions amount $22,332,000
Number of returns with taxable pensions and annuities 1,580
Taxable pensions and annuities amount $72,622,000
Number of farm returns 0
Number of returns with unemployment compensation 390
Unemployment compensation amount [7] $2,088,000
Number of returns with taxable Social Security benefits 1,010
Taxable Social Security benefits amount $23,838,000
Number of returns with partnership/S-corp net income (less loss) 580
Partnership/S-corp net income (less loss) amount $12,657,000
Number of returns with total statutory adjustments 2,140
Total statutory adjustments amount $10,936,000
Number of returns with educator expenses 330
Educator expenses amount $90,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $1,967,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $1,999,000
Number of returns with IRA payments 340
IRA payments amount $1,928,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $511,000
Number of returns with tuition and fees deduction 140
Tuition and fees deduction amount $251,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 5,220
Total itemized deductions amount $157,455,000
Amount of AGI for itemized returns $763,648,000
Number of returns with State and local income taxes 4,940
State and local income taxes amount $42,127,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $451,000
Number of returns with real estate taxes 4,540
Real estate taxes amount $29,060,000
Number of returns with taxes paid 5,220
Taxes paid amount $74,163,000
Number of returns with mortgage interest paid 4,120
Mortgage interest paid amount $52,558,000
Number of returns with contributions 4,620
Contributions amount $17,449,000
Number of returns with taxable income 6,250
Taxable income amount $657,113,000
Number of returns with income tax before credits 6,250
Income tax before credits amount $115,406,000
Number of returns with alternative minimum tax 270
Alternative minimum tax amount $555,000
Number of returns with total tax credits 2,840
Total tax credits amount $4,025,000
Number of returns with foreign tax credit 940
Foreign tax credit amount $273,000
Number of returns with child and dependent care credit 760
Child and dependent care credit amount $399,000
Number of returns with nonrefundable education credit 530
Nonrefundable education credit amount $696,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,060
Child tax credit amount $1,255,000
Number of returns with residential energy tax credit 280
Residential energy tax credit amount $981,000
Number of returns with self-employment tax 920
Self-employment tax amount $3,604,000
Number of returns with total tax payments 6,210
Total tax payments amount $124,008,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 480
Refundable education credit amount $429,000
Number of returns with income tax 6,230
Income tax amount [10] $111,382,000
Number of returns with tax liability 6,240
Total tax liability amount [11] $115,458,000
Number of returns with net investment income tax 20
Net investment income tax $16,000
Number of returns with tax due at time of filing 2,270
Tax due at time of filing amount [12] $9,917,000
Number of returns with overpayments refunded 3,840
Overpayments refunded amount [13] $17,418,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $881,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,450
Number of single returns 160
Number of joint returns 3,190
Number of head of household returns 90
Number of returns with paid preparer's signature 1,810
Number of exemptions 11,190
Number of dependents 4,550
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $1,091,392,000
Number of returns with total income 3,450
Salaries and wages amount $1,105,575,000
Number of returns with salaries and wages 3,290
Salaries and wages amount $865,045
Number of returns with taxable interest 2,890
Taxable interest amount $4,075
Number of returns with ordinary dividends 2,330
Ordinary dividends amount $16,228,000
Number of returns with qualified dividends 2,240
Qualified dividends amount [6] $12,236
Number of returns with state and local income tax refunds 1,670
State and local income tax refunds amount $5,405
Number of returns with business or professional net income (less loss) 770
Business or professional net income (less loss) amount $27,225,000
Number of returns with net capital gain (less loss) 2,370
Net capital gain (less loss) amount $54,833,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $12,890,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $31,337,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,234,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $5,480,000
Number of returns with partnership/S-corp net income (less loss) 630
Partnership/S-corp net income (less loss) amount $65,574,000
Number of returns with total statutory adjustments 990
Total statutory adjustments amount $14,183,000
Number of returns with educator expenses 140
Educator expenses amount $36,000
Number of returns with self-employment retirement plans 190
Self-employment retirement plans amount $5,859,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $2,216,000
Number of returns with IRA payments 40
IRA payments amount $354,000
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 $698,000
Number of returns with itemized deductions 3,390
Total itemized deductions amount $182,663,000
Amount of AGI for itemized returns $1,074,441,000
Number of returns with State and local income taxes 3,330
State and local income taxes amount $81,026,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $143,000
Number of returns with real estate taxes 3,150
Real estate taxes amount $27,882,000
Number of returns with taxes paid 3,390
Taxes paid amount $110,968,000
Number of returns with mortgage interest paid 2,830
Mortgage interest paid amount $41,225,000
Number of returns with contributions 3,130
Contributions amount $20,242,000
Number of returns with taxable income 3,440
Taxable income amount $872,355,000
Number of returns with income tax before credits 3,450
Income tax before credits amount $219,437,000
Number of returns with alternative minimum tax 2,480
Alternative minimum tax amount $14,807,000
Number of returns with total tax credits 1,600
Total tax credits amount $3,429,000
Number of returns with foreign tax credit 950
Foreign tax credit amount $1,122,000
Number of returns with child and dependent care credit 600
Child and dependent care credit amount $294,000
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 210
Residential energy tax credit amount $951,000
Number of returns with self-employment tax 600
Self-employment tax amount $4,297,000
Number of returns with total tax payments 3,440
Total tax payments amount $212,103,000
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 3,440
Income tax amount [10] $216,008,000
Number of returns with tax liability 3,450
Total tax liability amount [11] $224,782,000
Number of returns with net investment income tax 1,760
Net investment income tax $1,840,000
Number of returns with tax due at time of filing 1,920
Tax due at time of filing amount [12] $26,364,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $9,653,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $3,787,000

[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.