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ZIP Code Database - Facts & Stats

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ZIP Code 92335 Income Tax Stats

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

ZIP Code 92335 Data

Zip Code:92335
City:Fontana
State:CA [California]
Counties: SAN BERNARDINO, CA
City Alias(es):Fontana
Area Code:909
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





92335 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92335 [1] 40,540
Total Number of Single Tax Returns for ZIP Code 92335 11,690
Total Number of Joint Tax Returns for ZIP Code 92335 11,760
Total Number of Dependents for ZIP Code 92335 42,280
Total Adjusted Gross Income for ZIP Code 92335 $1,428,030,000
Average Income per Person for ZIP Code 92335 $14,969
Average Income per Household for ZIP Code 92335 $35,225

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 18,120
Number of single returns 11,800
Number of joint returns 2,420
Number of head of household returns 3,790
Number of returns with paid preparer's signature 12,610
Number of exemptions 31,960
Number of dependents 13,230
Total number of volunteer prepared returns [5] 840
Number of volunteer income tax assistance (VITA) prepared returns [3] 800
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 340
Number of refund anticipation check returns [3] 3,370
Number of elderly returns [4] 1,770
Adjust gross income (AGI) [5] $256,287,000
Number of returns with total income 18,120
Salaries and wages amount $259,758,000
Number of returns with salaries and wages 15,060
Salaries and wages amount $210,582
Number of returns with taxable interest 1,100
Taxable interest amount $238
Number of returns with ordinary dividends 180
Ordinary dividends amount $195,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $124
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $150
Number of returns with business or professional net income (less loss) 3,820
Business or professional net income (less loss) amount $34,710,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount ($18,000)
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,306,000
Number of returns with taxable pensions and annuities 930
Taxable pensions and annuities amount $7,416,000
Number of farm returns 0
Number of returns with unemployment compensation 1,050
Unemployment compensation amount [7] $4,080,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $430,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $309,000
Number of returns with total statutory adjustments 3,930
Total statutory adjustments amount $3,471,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $78,000
Number of returns with IRA payments 30
IRA payments amount $63,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $342,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $146,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 840
Total itemized deductions amount $11,876,000
Amount of AGI for itemized returns $14,594,000
Number of returns with State and local income taxes 250
State and local income taxes amount $252,000
Number of returns with State and local general sales tax 480
State and local general sales tax amount $362,000
Number of returns with real estate taxes 520
Real estate taxes amount $1,409,000
Number of returns with taxes paid 830
Taxes paid amount $2,451,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $4,347,000
Number of returns with contributions 510
Contributions amount $776,000
Number of returns with taxable income 8,200
Taxable income amount $49,100,000
Number of returns with income tax before credits 8,250
Income tax before credits amount $5,227,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,730
Total tax credits amount $1,024,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 1,000
Nonrefundable education credit amount $482,000
Number of returns with retirement savings contribution credit 690
Retirement savings contribution credit amount $113,000
Number of returns with child tax credit 1,090
Child tax credit amount $378,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 3,390
Self-employment tax amount $5,315,000
Number of returns with total tax payments 17,080
Total tax payments amount $46,304,000
Number of returns with earned income credit 7,840
Earned income credit amount [8] $23,038,000
Number of returns with excess earned income credit 6,930
Excess earned income credit (refundable) amount [9] $19,370,000
Number of returns with additional child tax credit 5,640
Additional child tax credit amount $7,165,000
Number of returns with refundable education credit 1,400
Refundable education credit amount $1,004,000
Number of returns with income tax 6,330
Income tax amount [10] $4,202,000
Number of returns with tax liability 9,520
Total tax liability amount [11] $9,951,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,930
Tax due at time of filing amount [12] $1,993,000
Number of returns with overpayments refunded 15,740
Overpayments refunded amount [13] $38,188,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 13,750
Number of single returns 5,530
Number of joint returns 3,940
Number of head of household returns 4,160
Number of returns with paid preparer's signature 10,180
Number of exemptions 34,100
Number of dependents 16,440
Total number of volunteer prepared returns [5] 340
Number of volunteer income tax assistance (VITA) prepared returns [3] 320
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 110
Number of refund anticipation check returns [3] 2,580
Number of elderly returns [4] 1,240
Adjust gross income (AGI) [5] $486,961,000
Number of returns with total income 13,750
Salaries and wages amount $490,268,000
Number of returns with salaries and wages 12,880
Salaries and wages amount $442,805
Number of returns with taxable interest 1,700
Taxable interest amount $183
Number of returns with ordinary dividends 200
Ordinary dividends amount $186,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $127
Number of returns with state and local income tax refunds 1,240
State and local income tax refunds amount $680
Number of returns with business or professional net income (less loss) 1,710
Business or professional net income (less loss) amount $22,907,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $49,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,613,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $11,982,000
Number of farm returns 0
Number of returns with unemployment compensation 820
Unemployment compensation amount [7] $3,798,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $3,591,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,688,000
Number of returns with total statutory adjustments 2,230
Total statutory adjustments amount $3,307,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
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 $200,000
Number of returns with IRA payments 70
IRA payments amount $208,000
Number of returns with student loan interest deduction 780
Student loan interest deduction amount $659,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $85,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,760
Total itemized deductions amount $44,964,000
Amount of AGI for itemized returns $105,193,000
Number of returns with State and local income taxes 1,630
State and local income taxes amount $2,073,000
Number of returns with State and local general sales tax 940
State and local general sales tax amount $1,331,000
Number of returns with real estate taxes 1,630
Real estate taxes amount $4,525,000
Number of returns with taxes paid 2,760
Taxes paid amount $10,183,000
Number of returns with mortgage interest paid 1,600
Mortgage interest paid amount $12,750,000
Number of returns with contributions 2,140
Contributions amount $4,299,000
Number of returns with taxable income 12,910
Taxable income amount $207,942,000
Number of returns with income tax before credits 12,910
Income tax before credits amount $25,081,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 7,060
Total tax credits amount $6,252,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 630
Child and dependent care credit amount $428,000
Number of returns with nonrefundable education credit 1,170
Nonrefundable education credit amount $1,035,000
Number of returns with retirement savings contribution credit 2,080
Retirement savings contribution credit amount $372,000
Number of returns with child tax credit 4,860
Child tax credit amount $4,312,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $99,000
Number of returns with self-employment tax 1,270
Self-employment tax amount $3,692,000
Number of returns with total tax payments 13,510
Total tax payments amount $53,886,000
Number of returns with earned income credit 4,620
Earned income credit amount [8] $10,339,000
Number of returns with excess earned income credit 3,740
Excess earned income credit (refundable) amount [9] $8,215,000
Number of returns with additional child tax credit 4,130
Additional child tax credit amount $6,103,000
Number of returns with refundable education credit 980
Refundable education credit amount $745,000
Number of returns with income tax 9,210
Income tax amount [10] $18,829,000
Number of returns with tax liability 10,150
Total tax liability amount [11] $23,146,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,990
Tax due at time of filing amount [12] $3,559,000
Number of returns with overpayments refunded 11,710
Overpayments refunded amount [13] $33,916,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $61,000

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

Number of returns 5,140
Number of single returns 1,210
Number of joint returns 2,770
Number of head of household returns 1,110
Number of returns with paid preparer's signature 4,060
Number of exemptions 15,340
Number of dependents 7,440
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] 750
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $310,926,000
Number of returns with total income 5,140
Salaries and wages amount $312,571,000
Number of returns with salaries and wages 4,870
Salaries and wages amount $280,497
Number of returns with taxable interest 1,530
Taxable interest amount $361
Number of returns with ordinary dividends 190
Ordinary dividends amount $297,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $174
Number of returns with state and local income tax refunds 1,390
State and local income tax refunds amount $1,370
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $6,975,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $328,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,790,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $11,923,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $1,425,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $4,893,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,287,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $1,645,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $109,000
Number of returns with IRA payments 60
IRA payments amount $212,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $338,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,330
Total itemized deductions amount $46,131,000
Amount of AGI for itemized returns $142,866,000
Number of returns with State and local income taxes 1,780
State and local income taxes amount $4,095,000
Number of returns with State and local general sales tax 420
State and local general sales tax amount $891,000
Number of returns with real estate taxes 1,700
Real estate taxes amount $4,815,000
Number of returns with taxes paid 2,330
Taxes paid amount $11,986,000
Number of returns with mortgage interest paid 1,660
Mortgage interest paid amount $13,659,000
Number of returns with contributions 1,870
Contributions amount $4,272,000
Number of returns with taxable income 5,110
Taxable income amount $172,987,000
Number of returns with income tax before credits 5,120
Income tax before credits amount $23,177,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,910
Total tax credits amount $4,774,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $211,000
Number of returns with nonrefundable education credit 520
Nonrefundable education credit amount $578,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $76,000
Number of returns with child tax credit 2,310
Child tax credit amount $3,677,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $189,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,194,000
Number of returns with total tax payments 5,050
Total tax payments amount $29,227,000
Number of returns with earned income credit 100
Earned income credit amount [8] $40,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [9] $27,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $791,000
Number of returns with refundable education credit 440
Refundable education credit amount $354,000
Number of returns with income tax 4,480
Income tax amount [10] $18,403,000
Number of returns with tax liability 4,590
Total tax liability amount [11] $19,982,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,040
Tax due at time of filing amount [12] $2,772,000
Number of returns with overpayments refunded 4,090
Overpayments refunded amount [13] $11,787,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,200
Number of single returns 330
Number of joint returns 1,560
Number of head of household returns 300
Number of returns with paid preparer's signature 1,790
Number of exemptions 7,120
Number of dependents 3,360
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] 230
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $188,428,000
Number of returns with total income 2,200
Salaries and wages amount $189,179,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $167,944
Number of returns with taxable interest 940
Taxable interest amount $119
Number of returns with ordinary dividends 100
Ordinary dividends amount $245,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $141
Number of returns with state and local income tax refunds 940
State and local income tax refunds amount $1,293
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,805,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $617,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,472,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $8,565,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $687,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,287,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,324,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $751,000
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 30
Self-employment health insurance deduction amount $244,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $179,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,450
Total itemized deductions amount $33,701,000
Amount of AGI for itemized returns $125,396,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $4,350,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $526,000
Number of returns with real estate taxes 1,160
Real estate taxes amount $3,540,000
Number of returns with taxes paid 1,450
Taxes paid amount $9,853,000
Number of returns with mortgage interest paid 1,130
Mortgage interest paid amount $9,777,000
Number of returns with contributions 1,240
Contributions amount $3,469,000
Number of returns with taxable income 2,200
Taxable income amount $117,240,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $16,879,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $66,000
Number of returns with total tax credits 1,190
Total tax credits amount $2,364,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $274,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,010
Child tax credit amount $1,772,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $187,000
Number of returns with self-employment tax 150
Self-employment tax amount $538,000
Number of returns with total tax payments 2,170
Total tax payments amount $19,331,000
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 $74,000
Number of returns with refundable education credit 210
Refundable education credit amount $159,000
Number of returns with income tax 2,150
Income tax amount [10] $14,515,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $15,289,000
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] $1,728,000
Number of returns with overpayments refunded 1,660
Overpayments refunded amount [13] $5,651,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $82,000

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

Number of returns 1,250
Number of single returns 150
Number of joint returns 1,000
Number of head of household returns 110
Number of returns with paid preparer's signature 1,010
Number of exemptions 3,990
Number of dependents 1,740
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] 110
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $156,638,000
Number of returns with total income 1,250
Salaries and wages amount $157,781,000
Number of returns with salaries and wages 1,160
Salaries and wages amount $127,950
Number of returns with taxable interest 710
Taxable interest amount $343
Number of returns with ordinary dividends 130
Ordinary dividends amount $436,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $389
Number of returns with state and local income tax refunds 630
State and local income tax refunds amount $1,121
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,931,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $2,343,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $3,004,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $12,691,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $403,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,309,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $3,071,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,143,000
Number of returns with educator expenses 40
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $100,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $170,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,020
Total itemized deductions amount $28,250,000
Amount of AGI for itemized returns $128,364,000
Number of returns with State and local income taxes 930
State and local income taxes amount $6,043,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $231,000
Number of returns with real estate taxes 870
Real estate taxes amount $2,886,000
Number of returns with taxes paid 1,020
Taxes paid amount $10,163,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $7,521,000
Number of returns with contributions 880
Contributions amount $3,233,000
Number of returns with taxable income 1,250
Taxable income amount $109,367,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $18,036,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $193,000
Number of returns with total tax credits 560
Total tax credits amount $1,095,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $639,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $183,000
Number of returns with self-employment tax 100
Self-employment tax amount $466,000
Number of returns with total tax payments 1,240
Total tax payments amount $19,021,000
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 110
Refundable education credit amount $89,000
Number of returns with income tax 1,240
Income tax amount [10] $16,941,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $17,598,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $2,057,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [13] $3,419,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 220
Number of dependents 70
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] 40
Adjust gross income (AGI) [5] $28,790,000
Number of returns with total income 80
Salaries and wages amount $28,790,000
Number of returns with salaries and wages 60
Salaries and wages amount $10,640
Number of returns with taxable interest 60
Taxable interest amount $163
Number of returns with ordinary dividends 20
Ordinary dividends amount $106,000
Number of returns with qualified dividends 0
Qualified dividends amount [6] $0
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $143
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $4,027,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,847,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 20
Taxable Social Security benefits amount $554,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $5,948,000
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 70
Total itemized deductions amount $5,381,000
Amount of AGI for itemized returns $26,431,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,805,000
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 60
Real estate taxes amount $414,000
Number of returns with taxes paid 70
Taxes paid amount $2,310,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $588,000
Number of returns with contributions 60
Contributions amount $393,000
Number of returns with taxable income 80
Taxable income amount $22,519,000
Number of returns with income tax before credits 80
Income tax before credits amount $5,532,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $109,000
Number of returns with total tax credits 20
Total tax credits amount $140,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 70
Total tax payments amount $4,103,000
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 80
Income tax amount [10] $5,392,000
Number of returns with tax liability 80
Total tax liability amount [11] $5,585,000
Number of returns with net investment income tax 30
Net investment income tax $50,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,769,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $125,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.