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ZIP Code Database - Facts & Stats

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ZIP Code 92649 Income Tax Stats

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

ZIP Code 92649 Data

Zip Code:92649
City:Huntington Beach
State:CA [California]
Counties: ORANGE, CA
City Alias(es):Huntington Beach
Area Code:714 / 562
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





92649 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92649 [1] 17,940
Total Number of Single Tax Returns for ZIP Code 92649 5,200
Total Number of Joint Tax Returns for ZIP Code 92649 6,770
Total Number of Dependents for ZIP Code 92649 7,500
Total Adjusted Gross Income for ZIP Code 92649 $2,309,861,000
Average Income per Person for ZIP Code 92649 $71,154
Average Income per Household for ZIP Code 92649 $128,755

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 4,320
Number of single returns 3,540
Number of joint returns 430
Number of head of household returns 290
Number of returns with paid preparer's signature 2,260
Number of exemptions 4,490
Number of dependents 720
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 980
Adjust gross income (AGI) [5] $51,365,000
Number of returns with total income 4,320
Salaries and wages amount $53,198,000
Number of returns with salaries and wages 2,930
Salaries and wages amount $35,585
Number of returns with taxable interest 920
Taxable interest amount $821
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,407,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $864
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $116
Number of returns with business or professional net income (less loss) 970
Business or professional net income (less loss) amount $7,239,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $684,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $2,494,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $4,462,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $524,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $581,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount ($676,000)
Number of returns with total statutory adjustments 1,010
Total statutory adjustments amount $1,833,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $571,000
Number of returns with IRA payments 40
IRA payments amount $132,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $150,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $131,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $9,525,000
Amount of AGI for itemized returns $5,988,000
Number of returns with State and local income taxes 110
State and local income taxes amount $599,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $178,000
Number of returns with real estate taxes 310
Real estate taxes amount $1,569,000
Number of returns with taxes paid 430
Taxes paid amount $2,493,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $2,296,000
Number of returns with contributions 300
Contributions amount $593,000
Number of returns with taxable income 2,150
Taxable income amount $13,175,000
Number of returns with income tax before credits 2,070
Income tax before credits amount $1,375,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $182,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 50
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 810
Self-employment tax amount $1,194,000
Number of returns with total tax payments 3,550
Total tax payments amount $6,000,000
Number of returns with earned income credit 1,030
Earned income credit amount [8] $1,564,000
Number of returns with excess earned income credit 720
Excess earned income credit (refundable) amount [9] $1,156,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $368,000
Number of returns with refundable education credit 220
Refundable education credit amount $165,000
Number of returns with income tax 1,830
Income tax amount [10] $1,193,000
Number of returns with tax liability 2,430
Total tax liability amount [11] $2,472,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $757,000
Number of returns with overpayments refunded 3,040
Overpayments refunded amount [13] $4,080,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $122,000

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

Number of returns 3,080
Number of single returns 2,150
Number of joint returns 560
Number of head of household returns 320
Number of returns with paid preparer's signature 1,710
Number of exemptions 4,630
Number of dependents 1,030
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $113,567,000
Number of returns with total income 3,080
Salaries and wages amount $116,134,000
Number of returns with salaries and wages 2,410
Salaries and wages amount $83,969
Number of returns with taxable interest 800
Taxable interest amount $936
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,644,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,108
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $243
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $7,139,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,724,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $4,314,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $8,906,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,067,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $4,246,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,077,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $2,567,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $430,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $678,000
Number of returns with IRA payments 80
IRA payments amount $359,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $276,000
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 690
Total itemized deductions amount $14,018,000
Amount of AGI for itemized returns $26,363,000
Number of returns with State and local income taxes 320
State and local income taxes amount $605,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $423,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,379,000
Number of returns with taxes paid 680
Taxes paid amount $3,631,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,560,000
Number of returns with contributions 570
Contributions amount $1,287,000
Number of returns with taxable income 2,940
Taxable income amount $63,722,000
Number of returns with income tax before credits 2,900
Income tax before credits amount $8,006,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $685,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $247,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 340
Child tax credit amount $321,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 410
Self-employment tax amount $1,237,000
Number of returns with total tax payments 2,870
Total tax payments amount $11,752,000
Number of returns with earned income credit 340
Earned income credit amount [8] $647,000
Number of returns with excess earned income credit 240
Excess earned income credit (refundable) amount [9] $436,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $316,000
Number of returns with refundable education credit 150
Refundable education credit amount $120,000
Number of returns with income tax 2,670
Income tax amount [10] $7,321,000
Number of returns with tax liability 2,780
Total tax liability amount [11] $8,668,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,419,000
Number of returns with overpayments refunded 2,220
Overpayments refunded amount [13] $4,298,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $144,000

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

Number of returns 2,400
Number of single returns 1,450
Number of joint returns 640
Number of head of household returns 270
Number of returns with paid preparer's signature 1,460
Number of exemptions 3,860
Number of dependents 820
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $148,897,000
Number of returns with total income 2,400
Salaries and wages amount $151,385,000
Number of returns with salaries and wages 1,880
Salaries and wages amount $107,189
Number of returns with taxable interest 930
Taxable interest amount $1,055
Number of returns with ordinary dividends 600
Ordinary dividends amount $2,615,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $1,672
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $506
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $5,365,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $2,030,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $6,011,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $14,422,000
Number of farm returns 20
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $687,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $8,409,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,895,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $2,488,000
Number of returns with educator expenses 70
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 100
Self-employment health insurance deduction amount $639,000
Number of returns with IRA payments 90
IRA payments amount $419,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $356,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 930
Total itemized deductions amount $20,665,000
Amount of AGI for itemized returns $58,433,000
Number of returns with State and local income taxes 670
State and local income taxes amount $2,175,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $369,000
Number of returns with real estate taxes 640
Real estate taxes amount $3,287,000
Number of returns with taxes paid 920
Taxes paid amount $6,180,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $5,296,000
Number of returns with contributions 770
Contributions amount $2,120,000
Number of returns with taxable income 2,360
Taxable income amount $100,464,000
Number of returns with income tax before credits 2,340
Income tax before credits amount $14,896,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $741,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $157,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 330
Child tax credit amount $452,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 280
Self-employment tax amount $986,000
Number of returns with total tax payments 2,300
Total tax payments amount $17,435,000
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 $49,000
Number of returns with refundable education credit 100
Refundable education credit amount $87,000
Number of returns with income tax 2,300
Income tax amount [10] $14,155,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $15,241,000
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] $1,927,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [13] $3,823,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $245,000

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

Number of returns 1,900
Number of single returns 900
Number of joint returns 770
Number of head of household returns 190
Number of returns with paid preparer's signature 1,270
Number of exemptions 3,450
Number of dependents 780
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $165,749,000
Number of returns with total income 1,900
Salaries and wages amount $168,130,000
Number of returns with salaries and wages 1,470
Salaries and wages amount $113,016
Number of returns with taxable interest 990
Taxable interest amount $2,064
Number of returns with ordinary dividends 600
Ordinary dividends amount $2,795,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $1,980
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $1,096
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $4,612,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $3,316,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $6,499,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $20,463,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $536,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $9,920,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,671,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $2,381,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $258,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $557,000
Number of returns with IRA payments 70
IRA payments amount $375,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $152,000
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 $90,000
Number of returns with itemized deductions 1,170
Total itemized deductions amount $29,050,000
Amount of AGI for itemized returns $102,759,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $5,304,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $316,000
Number of returns with real estate taxes 810
Real estate taxes amount $4,564,000
Number of returns with taxes paid 1,170
Taxes paid amount $10,647,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $7,364,000
Number of returns with contributions 1,010
Contributions amount $3,382,000
Number of returns with taxable income 1,890
Taxable income amount $115,779,000
Number of returns with income tax before credits 1,870
Income tax before credits amount $18,528,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $720,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $135,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $425,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $870,000
Number of returns with total tax payments 1,840
Total tax payments amount $20,912,000
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 90
Refundable education credit amount $70,000
Number of returns with income tax 1,860
Income tax amount [10] $17,809,000
Number of returns with tax liability 1,870
Total tax liability amount [11] $18,829,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $2,157,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [13] $3,885,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $326,000

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

Number of returns 3,860
Number of single returns 1,130
Number of joint returns 2,430
Number of head of household returns 230
Number of returns with paid preparer's signature 2,700
Number of exemptions 8,530
Number of dependents 2,250
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] 160
Number of elderly returns [4] 1,530
Adjust gross income (AGI) [5] $538,781,000
Number of returns with total income 3,860
Salaries and wages amount $546,325,000
Number of returns with salaries and wages 3,090
Salaries and wages amount $365,317
Number of returns with taxable interest 2,600
Taxable interest amount $3,950
Number of returns with ordinary dividends 1,610
Ordinary dividends amount $11,822,000
Number of returns with qualified dividends 1,500
Qualified dividends amount [6] $8,250
Number of returns with state and local income tax refunds 1,940
State and local income tax refunds amount $4,083
Number of returns with business or professional net income (less loss) 770
Business or professional net income (less loss) amount $16,169,000
Number of returns with net capital gain (less loss) 1,470
Net capital gain (less loss) amount $13,891,000
Number of returns with taxable individual retirement arrangements distributions 840
Taxable individual retirement arrangements distributions amount $25,864,000
Number of returns with taxable pensions and annuities 1,160
Taxable pensions and annuities amount $57,867,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $1,081,000
Number of returns with taxable Social Security benefits 1,020
Taxable Social Security benefits amount $23,589,000
Number of returns with partnership/S-corp net income (less loss) 560
Partnership/S-corp net income (less loss) amount $14,427,000
Number of returns with total statutory adjustments 1,210
Total statutory adjustments amount $7,544,000
Number of returns with educator expenses 210
Educator expenses amount $58,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,347,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $1,532,000
Number of returns with IRA payments 170
IRA payments amount $1,060,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $244,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $77,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,230
Total itemized deductions amount $105,900,000
Amount of AGI for itemized returns $458,581,000
Number of returns with State and local income taxes 3,020
State and local income taxes amount $26,182,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $517,000
Number of returns with real estate taxes 2,610
Real estate taxes amount $19,008,000
Number of returns with taxes paid 3,230
Taxes paid amount $47,414,000
Number of returns with mortgage interest paid 2,190
Mortgage interest paid amount $30,745,000
Number of returns with contributions 2,910
Contributions amount $10,948,000
Number of returns with taxable income 3,840
Taxable income amount $391,191,000
Number of returns with income tax before credits 3,830
Income tax before credits amount $70,516,000
Number of returns with alternative minimum tax 280
Alternative minimum tax amount $672,000
Number of returns with total tax credits 1,290
Total tax credits amount $1,401,000
Number of returns with foreign tax credit 550
Foreign tax credit amount $168,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $140,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $244,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $455,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $139,000
Number of returns with self-employment tax 540
Self-employment tax amount $2,695,000
Number of returns with total tax payments 3,790
Total tax payments amount $77,313,000
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 160
Refundable education credit amount $147,000
Number of returns with income tax 3,820
Income tax amount [10] $69,115,000
Number of returns with tax liability 3,830
Total tax liability amount [11] $72,161,000
Number of returns with net investment income tax 30
Net investment income tax $12,000
Number of returns with tax due at time of filing 1,360
Tax due at time of filing amount [12] $7,123,000
Number of returns with overpayments refunded 2,260
Overpayments refunded amount [13] $10,344,000
Number of returns with credit to next year’s estimated tax 280
Credited to next year’s estimated tax amount $1,792,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,380
Number of single returns 370
Number of joint returns 1,940
Number of head of household returns 60
Number of returns with paid preparer's signature 1,950
Number of exemptions 6,210
Number of dependents 1,900
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] 960
Adjust gross income (AGI) [5] $1,291,502,000
Number of returns with total income 2,380
Salaries and wages amount $1,314,428,000
Number of returns with salaries and wages 2,000
Salaries and wages amount $578,740
Number of returns with taxable interest 2,100
Taxable interest amount $22,651
Number of returns with ordinary dividends 1,570
Ordinary dividends amount $46,621,000
Number of returns with qualified dividends 1,500
Qualified dividends amount [6] $36,484
Number of returns with state and local income tax refunds 960
State and local income tax refunds amount $9,191
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $33,436,000
Number of returns with net capital gain (less loss) 1,560
Net capital gain (less loss) amount $195,389,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $22,755,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $41,046,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $447,000
Number of returns with taxable Social Security benefits 620
Taxable Social Security benefits amount $16,809,000
Number of returns with partnership/S-corp net income (less loss) 980
Partnership/S-corp net income (less loss) amount $276,918,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $22,926,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 180
Self-employment retirement plans amount $6,388,000
Number of returns with self-employment health insurance deduction 330
Self-employment health insurance deduction amount $4,267,000
Number of returns with IRA payments 60
IRA payments amount $584,000
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 90
Domestic production activities deduction amount $5,645,000
Number of returns with itemized deductions 2,350
Total itemized deductions amount $242,671,000
Amount of AGI for itemized returns $1,271,611,000
Number of returns with State and local income taxes 2,290
State and local income taxes amount $125,794,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $465,000
Number of returns with real estate taxes 2,170
Real estate taxes amount $31,750,000
Number of returns with taxes paid 2,350
Taxes paid amount $160,024,000
Number of returns with mortgage interest paid 1,800
Mortgage interest paid amount $37,592,000
Number of returns with contributions 2,180
Contributions amount $39,942,000
Number of returns with taxable income 2,380
Taxable income amount $1,032,601,000
Number of returns with income tax before credits 2,380
Income tax before credits amount $293,944,000
Number of returns with alternative minimum tax 1,650
Alternative minimum tax amount $17,864,000
Number of returns with total tax credits 1,010
Total tax credits amount $2,790,000
Number of returns with foreign tax credit 730
Foreign tax credit amount $1,063,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $104,000
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 50
Residential energy tax credit amount $150,000
Number of returns with self-employment tax 530
Self-employment tax amount $5,198,000
Number of returns with total tax payments 2,360
Total tax payments amount $309,097,000
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 2,380
Income tax amount [10] $291,155,000
Number of returns with tax liability 2,380
Total tax liability amount [11] $305,920,000
Number of returns with net investment income tax 1,480
Net investment income tax $6,886,000
Number of returns with tax due at time of filing 1,120
Tax due at time of filing amount [12] $35,420,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $14,606,000
Number of returns with credit to next year’s estimated tax 480
Credited to next year’s estimated tax amount $23,547,000

[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.