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ZIP Code Database - Facts & Stats

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ZIP Code 92336 Income Tax Stats

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

ZIP Code 92336 Data

Zip Code:92336
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]





92336 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92336 [1] 43,160
Total Number of Single Tax Returns for ZIP Code 92336 15,340
Total Number of Joint Tax Returns for ZIP Code 92336 16,100
Total Number of Dependents for ZIP Code 92336 38,590
Total Adjusted Gross Income for ZIP Code 92336 $2,531,382,000
Average Income per Person for ZIP Code 92336 $28,629
Average Income per Household for ZIP Code 92336 $58,651

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 14,530
Number of single returns 10,510
Number of joint returns 1,790
Number of head of household returns 2,100
Number of returns with paid preparer's signature 9,020
Number of exemptions 20,310
Number of dependents 6,700
Total number of volunteer prepared returns [5] 450
Number of volunteer income tax assistance (VITA) prepared returns [3] 410
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 180
Number of refund anticipation check returns [3] 2,080
Number of elderly returns [4] 1,630
Adjust gross income (AGI) [5] $189,895,000
Number of returns with total income 14,530
Salaries and wages amount $193,541,000
Number of returns with salaries and wages 11,810
Salaries and wages amount $154,817
Number of returns with taxable interest 1,220
Taxable interest amount $435
Number of returns with ordinary dividends 320
Ordinary dividends amount $329,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $184
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $247
Number of returns with business or professional net income (less loss) 3,110
Business or professional net income (less loss) amount $25,543,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $317,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,595,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $7,543,000
Number of farm returns 0
Number of returns with unemployment compensation 690
Unemployment compensation amount [7] $2,875,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $427,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount ($39,000)
Number of returns with total statutory adjustments 3,290
Total statutory adjustments amount $3,646,000
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 90
Self-employment health insurance deduction amount $303,000
Number of returns with IRA payments 60
IRA payments amount $152,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $462,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $249,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,070
Total itemized deductions amount $17,335,000
Amount of AGI for itemized returns $16,905,000
Number of returns with State and local income taxes 290
State and local income taxes amount $355,000
Number of returns with State and local general sales tax 630
State and local general sales tax amount $449,000
Number of returns with real estate taxes 770
Real estate taxes amount $3,359,000
Number of returns with taxes paid 1,050
Taxes paid amount $4,566,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $6,895,000
Number of returns with contributions 630
Contributions amount $1,183,000
Number of returns with taxable income 6,870
Taxable income amount $42,021,000
Number of returns with income tax before credits 6,940
Income tax before credits amount $4,530,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,110
Total tax credits amount $834,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 1,010
Nonrefundable education credit amount $529,000
Number of returns with retirement savings contribution credit 600
Retirement savings contribution credit amount $94,000
Number of returns with child tax credit 540
Child tax credit amount $178,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 2,620
Self-employment tax amount $4,162,000
Number of returns with total tax payments 13,440
Total tax payments amount $30,604,000
Number of returns with earned income credit 5,290
Earned income credit amount [8] $13,614,000
Number of returns with excess earned income credit 4,460
Excess earned income credit (refundable) amount [9] $11,041,000
Number of returns with additional child tax credit 3,020
Additional child tax credit amount $3,674,000
Number of returns with refundable education credit 1,360
Refundable education credit amount $992,000
Number of returns with income tax 5,640
Income tax amount [10] $3,696,000
Number of returns with tax liability 8,040
Total tax liability amount [11] $8,176,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,730
Tax due at time of filing amount [12] $1,754,000
Number of returns with overpayments refunded 12,250
Overpayments refunded amount [13] $24,088,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $44,000

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

Number of returns 10,140
Number of single returns 4,940
Number of joint returns 2,550
Number of head of household returns 2,530
Number of returns with paid preparer's signature 6,740
Number of exemptions 21,480
Number of dependents 8,850
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 190
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 1,550
Number of elderly returns [4] 1,140
Adjust gross income (AGI) [5] $365,258,000
Number of returns with total income 10,140
Salaries and wages amount $369,591,000
Number of returns with salaries and wages 9,160
Salaries and wages amount $319,853
Number of returns with taxable interest 1,760
Taxable interest amount $393
Number of returns with ordinary dividends 300
Ordinary dividends amount $356,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $206
Number of returns with state and local income tax refunds 1,140
State and local income tax refunds amount $827
Number of returns with business or professional net income (less loss) 1,620
Business or professional net income (less loss) amount $19,697,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $379,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,442,000
Number of returns with taxable pensions and annuities 930
Taxable pensions and annuities amount $14,520,000
Number of farm returns 0
Number of returns with unemployment compensation 560
Unemployment compensation amount [7] $2,759,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $4,272,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $2,522,000
Number of returns with total statutory adjustments 2,220
Total statutory adjustments amount $4,333,000
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 110
Self-employment health insurance deduction amount $469,000
Number of returns with IRA payments 120
IRA payments amount $517,000
Number of returns with student loan interest deduction 910
Student loan interest deduction amount $896,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $110,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,740
Total itemized deductions amount $49,922,000
Amount of AGI for itemized returns $105,587,000
Number of returns with State and local income taxes 1,550
State and local income taxes amount $2,305,000
Number of returns with State and local general sales tax 1,030
State and local general sales tax amount $1,420,000
Number of returns with real estate taxes 1,810
Real estate taxes amount $8,001,000
Number of returns with taxes paid 2,740
Taxes paid amount $13,741,000
Number of returns with mortgage interest paid 1,760
Mortgage interest paid amount $16,093,000
Number of returns with contributions 2,110
Contributions amount $5,058,000
Number of returns with taxable income 9,500
Taxable income amount $168,842,000
Number of returns with income tax before credits 9,510
Income tax before credits amount $20,881,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 4,610
Total tax credits amount $4,114,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $290,000
Number of returns with nonrefundable education credit 1,190
Nonrefundable education credit amount $1,047,000
Number of returns with retirement savings contribution credit 1,430
Retirement savings contribution credit amount $260,000
Number of returns with child tax credit 2,680
Child tax credit amount $2,413,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $84,000
Number of returns with self-employment tax 1,120
Self-employment tax amount $3,615,000
Number of returns with total tax payments 9,810
Total tax payments amount $39,480,000
Number of returns with earned income credit 2,970
Earned income credit amount [8] $6,296,000
Number of returns with excess earned income credit 2,290
Excess earned income credit (refundable) amount [9] $4,699,000
Number of returns with additional child tax credit 2,260
Additional child tax credit amount $3,223,000
Number of returns with refundable education credit 950
Refundable education credit amount $717,000
Number of returns with income tax 7,430
Income tax amount [10] $16,767,000
Number of returns with tax liability 8,140
Total tax liability amount [11] $20,908,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,740
Tax due at time of filing amount [12] $3,720,000
Number of returns with overpayments refunded 8,310
Overpayments refunded amount [13] $22,037,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $81,000

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

Number of returns 5,890
Number of single returns 1,830
Number of joint returns 2,550
Number of head of household returns 1,370
Number of returns with paid preparer's signature 4,190
Number of exemptions 14,780
Number of dependents 6,340
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 670
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $362,693,000
Number of returns with total income 5,890
Salaries and wages amount $366,130,000
Number of returns with salaries and wages 5,420
Salaries and wages amount $314,355
Number of returns with taxable interest 2,300
Taxable interest amount $489
Number of returns with ordinary dividends 360
Ordinary dividends amount $455,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $297
Number of returns with state and local income tax refunds 2,040
State and local income tax refunds amount $2,310
Number of returns with business or professional net income (less loss) 910
Business or professional net income (less loss) amount $10,316,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $697,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $3,649,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $21,423,000
Number of farm returns 0
Number of returns with unemployment compensation 380
Unemployment compensation amount [7] $1,671,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $7,958,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,975,000
Number of returns with total statutory adjustments 1,520
Total statutory adjustments amount $3,437,000
Number of returns with educator expenses 150
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $452,000
Number of returns with IRA payments 110
IRA payments amount $512,000
Number of returns with student loan interest deduction 740
Student loan interest deduction amount $791,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $165,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,590
Total itemized deductions amount $78,797,000
Amount of AGI for itemized returns $224,286,000
Number of returns with State and local income taxes 2,680
State and local income taxes amount $6,709,000
Number of returns with State and local general sales tax 770
State and local general sales tax amount $1,577,000
Number of returns with real estate taxes 2,800
Real estate taxes amount $12,938,000
Number of returns with taxes paid 3,590
Taxes paid amount $23,750,000
Number of returns with mortgage interest paid 2,730
Mortgage interest paid amount $26,327,000
Number of returns with contributions 3,020
Contributions amount $8,394,000
Number of returns with taxable income 5,840
Taxable income amount $201,928,000
Number of returns with income tax before credits 5,840
Income tax before credits amount $27,734,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,870
Total tax credits amount $4,537,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $215,000
Number of returns with nonrefundable education credit 680
Nonrefundable education credit amount $740,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $67,000
Number of returns with child tax credit 2,120
Child tax credit amount $3,105,000
Number of returns with residential energy tax credit 150
Residential energy tax credit amount $313,000
Number of returns with self-employment tax 550
Self-employment tax amount $1,943,000
Number of returns with total tax payments 5,740
Total tax payments amount $35,762,000
Number of returns with earned income credit 60
Earned income credit amount [8] $18,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $13,000
Number of returns with additional child tax credit 510
Additional child tax credit amount $655,000
Number of returns with refundable education credit 530
Refundable education credit amount $427,000
Number of returns with income tax 5,280
Income tax amount [10] $23,196,000
Number of returns with tax liability 5,430
Total tax liability amount [11] $25,591,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,350
Tax due at time of filing amount [12] $3,777,000
Number of returns with overpayments refunded 4,500
Overpayments refunded amount [13] $13,675,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $60,000

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

Number of returns 4,460
Number of single returns 930
Number of joint returns 2,620
Number of head of household returns 850
Number of returns with paid preparer's signature 3,210
Number of exemptions 12,400
Number of dependents 5,320
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] 360
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $388,128,000
Number of returns with total income 4,460
Salaries and wages amount $391,225,000
Number of returns with salaries and wages 4,200
Salaries and wages amount $340,953
Number of returns with taxable interest 2,450
Taxable interest amount $389
Number of returns with ordinary dividends 430
Ordinary dividends amount $520,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $321
Number of returns with state and local income tax refunds 2,330
State and local income tax refunds amount $3,684
Number of returns with business or professional net income (less loss) 740
Business or professional net income (less loss) amount $7,086,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,887,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,204,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $21,172,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $1,212,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $7,455,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,713,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $3,097,000
Number of returns with educator expenses 260
Educator expenses amount $65,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $480,000
Number of returns with IRA payments 90
IRA payments amount $424,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $489,000
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 3,570
Total itemized deductions amount $92,375,000
Amount of AGI for itemized returns $311,499,000
Number of returns with State and local income taxes 3,040
State and local income taxes amount $11,885,000
Number of returns with State and local general sales tax 410
State and local general sales tax amount $1,152,000
Number of returns with real estate taxes 3,050
Real estate taxes amount $15,772,000
Number of returns with taxes paid 3,570
Taxes paid amount $31,825,000
Number of returns with mortgage interest paid 3,010
Mortgage interest paid amount $31,724,000
Number of returns with contributions 3,120
Contributions amount $10,012,000
Number of returns with taxable income 4,450
Taxable income amount $236,144,000
Number of returns with income tax before credits 4,450
Income tax before credits amount $34,696,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $88,000
Number of returns with total tax credits 2,230
Total tax credits amount $4,308,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $220,000
Number of returns with nonrefundable education credit 570
Nonrefundable education credit amount $712,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,750
Child tax credit amount $2,756,000
Number of returns with residential energy tax credit 160
Residential energy tax credit amount $528,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,442,000
Number of returns with total tax payments 4,380
Total tax payments amount $41,750,000
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 110
Additional child tax credit amount $140,000
Number of returns with refundable education credit 460
Refundable education credit amount $389,000
Number of returns with income tax 4,320
Income tax amount [10] $30,388,000
Number of returns with tax liability 4,360
Total tax liability amount [11] $32,194,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,060
Tax due at time of filing amount [12] $3,652,000
Number of returns with overpayments refunded 3,380
Overpayments refunded amount [13] $12,999,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 7,190
Number of single returns 690
Number of joint returns 5,750
Number of head of household returns 680
Number of returns with paid preparer's signature 5,170
Number of exemptions 22,930
Number of dependents 9,980
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] 450
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $966,382,000
Number of returns with total income 7,190
Salaries and wages amount $972,341,000
Number of returns with salaries and wages 6,980
Salaries and wages amount $867,155
Number of returns with taxable interest 4,700
Taxable interest amount $1,194
Number of returns with ordinary dividends 1,020
Ordinary dividends amount $1,303,000
Number of returns with qualified dividends 930
Qualified dividends amount [6] $787
Number of returns with state and local income tax refunds 4,200
State and local income tax refunds amount $8,366
Number of returns with business or professional net income (less loss) 1,230
Business or professional net income (less loss) amount $9,340,000
Number of returns with net capital gain (less loss) 960
Net capital gain (less loss) amount $5,278,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $7,540,000
Number of returns with taxable pensions and annuities 1,220
Taxable pensions and annuities amount $44,016,000
Number of farm returns 0
Number of returns with unemployment compensation 460
Unemployment compensation amount [7] $2,322,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $11,008,000
Number of returns with partnership/S-corp net income (less loss) 390
Partnership/S-corp net income (less loss) amount $11,600,000
Number of returns with total statutory adjustments 2,250
Total statutory adjustments amount $5,959,000
Number of returns with educator expenses 520
Educator expenses amount $147,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $450,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $728,000
Number of returns with IRA payments 170
IRA payments amount $926,000
Number of returns with student loan interest deduction 990
Student loan interest deduction amount $1,195,000
Number of returns with tuition and fees deduction 150
Tuition and fees deduction amount $256,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $223,000
Number of returns with itemized deductions 6,670
Total itemized deductions amount $219,651,000
Amount of AGI for itemized returns $902,092,000
Number of returns with State and local income taxes 6,090
State and local income taxes amount $41,999,000
Number of returns with State and local general sales tax 350
State and local general sales tax amount $1,644,000
Number of returns with real estate taxes 6,120
Real estate taxes amount $35,560,000
Number of returns with taxes paid 6,670
Taxes paid amount $85,233,000
Number of returns with mortgage interest paid 6,030
Mortgage interest paid amount $72,301,000
Number of returns with contributions 6,060
Contributions amount $26,474,000
Number of returns with taxable income 7,190
Taxable income amount $647,645,000
Number of returns with income tax before credits 7,190
Income tax before credits amount $108,787,000
Number of returns with alternative minimum tax 500
Alternative minimum tax amount $990,000
Number of returns with total tax credits 3,440
Total tax credits amount $6,638,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 980
Child and dependent care credit amount $644,000
Number of returns with nonrefundable education credit 960
Nonrefundable education credit amount $1,191,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 2,110
Child tax credit amount $2,840,000
Number of returns with residential energy tax credit 350
Residential energy tax credit amount $1,504,000
Number of returns with self-employment tax 630
Self-employment tax amount $2,036,000
Number of returns with total tax payments 7,130
Total tax payments amount $119,168,000
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 830
Refundable education credit amount $714,000
Number of returns with income tax 7,120
Income tax amount [10] $102,148,000
Number of returns with tax liability 7,130
Total tax liability amount [11] $105,290,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 2,120
Tax due at time of filing amount [12] $9,958,000
Number of returns with overpayments refunded 5,040
Overpayments refunded amount [13] $23,514,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $140,000

Adjusted Gross Income: $200,000 or more

Number of returns 950
Number of single returns 80
Number of joint returns 840
Number of head of household returns 30
Number of returns with paid preparer's signature 750
Number of exemptions 3,180
Number of dependents 1,400
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] 20
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $259,026,000
Number of returns with total income 950
Salaries and wages amount $261,806,000
Number of returns with salaries and wages 900
Salaries and wages amount $189,817
Number of returns with taxable interest 720
Taxable interest amount $951
Number of returns with ordinary dividends 240
Ordinary dividends amount $963,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $647
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $1,640
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $6,820,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $14,290,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $4,003,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $12,097,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $270,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,839,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $19,394,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $2,780,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $631,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $541,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 930
Total itemized deductions amount $51,194,000
Amount of AGI for itemized returns $253,667,000
Number of returns with State and local income taxes 880
State and local income taxes amount $15,795,000
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 880
Real estate taxes amount $6,378,000
Number of returns with taxes paid 930
Taxes paid amount $23,589,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $12,150,000
Number of returns with contributions 850
Contributions amount $6,466,000
Number of returns with taxable income 950
Taxable income amount $195,918,000
Number of returns with income tax before credits 950
Income tax before credits amount $45,911,000
Number of returns with alternative minimum tax 640
Alternative minimum tax amount $2,862,000
Number of returns with total tax credits 240
Total tax credits amount $560,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $199,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $102,000
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 40
Residential energy tax credit amount $183,000
Number of returns with self-employment tax 130
Self-employment tax amount $954,000
Number of returns with total tax payments 930
Total tax payments amount $42,323,000
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 940
Income tax amount [10] $45,061,000
Number of returns with tax liability 950
Total tax liability amount [11] $47,065,000
Number of returns with net investment income tax 290
Net investment income tax $419,000
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $8,763,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $2,762,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $789,000

[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.