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ZIP Code Database - Facts & Stats

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ZIP Code 92843 Income Tax Stats

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

ZIP Code 92843 Data

Zip Code:92843
City:Garden Grove
State:CA [California]
Counties: ORANGE, CA
City Alias(es):Garden Grove
Area Code:714 / 657
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


92843 Income Tax Overview

Total Number of Tax Returns for ZIP Code 92843 [1] 20,640
Total Number of Single Tax Returns for ZIP Code 92843 6,870
Total Number of Joint Tax Returns for ZIP Code 92843 6,940
Total Number of Dependents for ZIP Code 92843 16,800
Total Adjusted Gross Income for ZIP Code 92843 $813,519,000
Average Income per Person for ZIP Code 92843 $17,993
Average Income per Household for ZIP Code 92843 $39,415

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 9,150
Number of single returns 5,940
Number of joint returns 1,830
Number of head of household returns 1,300
Number of returns with paid preparer's signature 6,990
Number of exemptions 14,820
Number of dependents 4,980
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 840
Number of elderly returns [4] 1,310
Adjust gross income (AGI) [5] $119,235,000
Number of returns with total income 9,150
Salaries and wages amount $121,696,000
Number of returns with salaries and wages 6,910
Salaries and wages amount $91,205
Number of returns with taxable interest 660
Taxable interest amount $203
Number of returns with ordinary dividends 190
Ordinary dividends amount $269,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $144
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $69
Number of returns with business or professional net income (less loss) 2,710
Business or professional net income (less loss) amount $22,932,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount ($27,000)
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,215,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $3,021,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $1,340,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $239,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $129,000
Number of returns with total statutory adjustments 2,760
Total statutory adjustments amount $2,461,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $153,000
Number of returns with IRA payments 30
IRA payments amount $91,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $158,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $170,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $6,219,000
Amount of AGI for itemized returns $6,453,000
Number of returns with State and local income taxes 100
State and local income taxes amount $111,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $147,000
Number of returns with real estate taxes 240
Real estate taxes amount $1,094,000
Number of returns with taxes paid 390
Taxes paid amount $1,471,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $2,800,000
Number of returns with contributions 190
Contributions amount $270,000
Number of returns with taxable income 3,700
Taxable income amount $21,926,000
Number of returns with income tax before credits 3,730
Income tax before credits amount $2,359,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $385,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $199,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $61,000
Number of returns with child tax credit 320
Child tax credit amount $105,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 2,470
Self-employment tax amount $3,444,000
Number of returns with total tax payments 8,330
Total tax payments amount $18,640,000
Number of returns with earned income credit 3,970
Earned income credit amount [8] $9,302,000
Number of returns with excess earned income credit 3,090
Excess earned income credit (refundable) amount [9] $7,298,000
Number of returns with additional child tax credit 2,010
Additional child tax credit amount $2,561,000
Number of returns with refundable education credit 530
Refundable education credit amount $395,000
Number of returns with income tax 3,060
Income tax amount [10] $1,974,000
Number of returns with tax liability 5,230
Total tax liability amount [11] $5,564,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,630
Tax due at time of filing amount [12] $1,452,000
Number of returns with overpayments refunded 7,130
Overpayments refunded amount [13] $14,443,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $63,000

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

Number of returns 6,270
Number of single returns 2,840
Number of joint returns 2,020
Number of head of household returns 1,340
Number of returns with paid preparer's signature 4,900
Number of exemptions 14,350
Number of dependents 6,070
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 810
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $223,936,000
Number of returns with total income 6,270
Salaries and wages amount $226,215,000
Number of returns with salaries and wages 5,860
Salaries and wages amount $202,580
Number of returns with taxable interest 860
Taxable interest amount $240
Number of returns with ordinary dividends 230
Ordinary dividends amount $323,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $238
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $282
Number of returns with business or professional net income (less loss) 970
Business or professional net income (less loss) amount $11,372,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount ($137,000)
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,399,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $5,482,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,463,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $2,089,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $323,000
Number of returns with total statutory adjustments 1,270
Total statutory adjustments amount $2,279,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $279,000
Number of returns with IRA payments 110
IRA payments amount $504,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $319,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,060
Total itemized deductions amount $17,920,000
Amount of AGI for itemized returns $40,289,000
Number of returns with State and local income taxes 630
State and local income taxes amount $906,000
Number of returns with State and local general sales tax 410
State and local general sales tax amount $441,000
Number of returns with real estate taxes 670
Real estate taxes amount $2,935,000
Number of returns with taxes paid 1,060
Taxes paid amount $4,845,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $6,078,000
Number of returns with contributions 770
Contributions amount $1,499,000
Number of returns with taxable income 5,910
Taxable income amount $102,185,000
Number of returns with income tax before credits 5,910
Income tax before credits amount $12,681,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,660
Total tax credits amount $2,190,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $133,000
Number of returns with nonrefundable education credit 480
Nonrefundable education credit amount $434,000
Number of returns with retirement savings contribution credit 920
Retirement savings contribution credit amount $213,000
Number of returns with child tax credit 1,620
Child tax credit amount $1,378,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 770
Self-employment tax amount $1,770,000
Number of returns with total tax payments 6,160
Total tax payments amount $24,313,000
Number of returns with earned income credit 1,600
Earned income credit amount [8] $3,667,000
Number of returns with excess earned income credit 1,260
Excess earned income credit (refundable) amount [9] $2,865,000
Number of returns with additional child tax credit 1,420
Additional child tax credit amount $2,026,000
Number of returns with refundable education credit 370
Refundable education credit amount $273,000
Number of returns with income tax 4,650
Income tax amount [10] $10,492,000
Number of returns with tax liability 5,050
Total tax liability amount [11] $12,436,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [12] $1,614,000
Number of returns with overpayments refunded 5,250
Overpayments refunded amount [13] $13,333,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,660
Number of single returns 890
Number of joint returns 1,340
Number of head of household returns 380
Number of returns with paid preparer's signature 2,080
Number of exemptions 6,950
Number of dependents 2,960
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] 200
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $162,612,000
Number of returns with total income 2,660
Salaries and wages amount $164,014,000
Number of returns with salaries and wages 2,510
Salaries and wages amount $143,881
Number of returns with taxable interest 770
Taxable interest amount $276
Number of returns with ordinary dividends 190
Ordinary dividends amount $352,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $234
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $557
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $5,250,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $379,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,476,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $5,824,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $662,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,012,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,335,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,402,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
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 $178,000
Number of returns with IRA payments 70
IRA payments amount $375,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $192,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,050
Total itemized deductions amount $20,514,000
Amount of AGI for itemized returns $65,324,000
Number of returns with State and local income taxes 810
State and local income taxes amount $2,119,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $388,000
Number of returns with real estate taxes 770
Real estate taxes amount $3,507,000
Number of returns with taxes paid 1,050
Taxes paid amount $6,531,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $7,135,000
Number of returns with contributions 890
Contributions amount $2,025,000
Number of returns with taxable income 2,650
Taxable income amount $97,335,000
Number of returns with income tax before credits 2,650
Income tax before credits amount $13,632,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,210
Total tax credits amount $1,883,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $261,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 900
Child tax credit amount $1,390,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $144,000
Number of returns with self-employment tax 340
Self-employment tax amount $838,000
Number of returns with total tax payments 2,600
Total tax payments amount $16,406,000
Number of returns with earned income credit 30
Earned income credit amount [8] $12,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $10,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $265,000
Number of returns with refundable education credit 170
Refundable education credit amount $139,000
Number of returns with income tax 2,450
Income tax amount [10] $11,749,000
Number of returns with tax liability 2,510
Total tax liability amount [11] $12,719,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $1,654,000
Number of returns with overpayments refunded 2,010
Overpayments refunded amount [13] $5,214,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $62,000

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

Number of returns 1,280
Number of single returns 330
Number of joint returns 810
Number of head of household returns 120
Number of returns with paid preparer's signature 990
Number of exemptions 3,490
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] 60
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $109,622,000
Number of returns with total income 1,280
Salaries and wages amount $110,622,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $95,081
Number of returns with taxable interest 580
Taxable interest amount $240
Number of returns with ordinary dividends 190
Ordinary dividends amount $258,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $165
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $652
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,571,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $729,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,210,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $5,038,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $445,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,057,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,431,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,000,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $211,000
Number of returns with IRA payments 40
IRA payments amount $255,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $94,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 770
Total itemized deductions amount $16,869,000
Amount of AGI for itemized returns $66,143,000
Number of returns with State and local income taxes 700
State and local income taxes amount $2,793,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $162,000
Number of returns with real estate taxes 610
Real estate taxes amount $2,951,000
Number of returns with taxes paid 770
Taxes paid amount $6,276,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $5,696,000
Number of returns with contributions 640
Contributions amount $1,622,000
Number of returns with taxable income 1,280
Taxable income amount $72,735,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $10,974,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $1,094,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 470
Child tax credit amount $759,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $451,000
Number of returns with total tax payments 1,260
Total tax payments amount $12,456,000
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 120
Refundable education credit amount $95,000
Number of returns with income tax 1,260
Income tax amount [10] $9,880,000
Number of returns with tax liability 1,270
Total tax liability amount [11] $10,419,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $1,157,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $3,102,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,140
Number of single returns 200
Number of joint returns 840
Number of head of household returns 100
Number of returns with paid preparer's signature 870
Number of exemptions 3,220
Number of dependents 1,240
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] 30
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $148,633,000
Number of returns with total income 1,140
Salaries and wages amount $149,938,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $125,951
Number of returns with taxable interest 670
Taxable interest amount $312
Number of returns with ordinary dividends 230
Ordinary dividends amount $547,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $430
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $1,029
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $3,471,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $2,260,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $3,043,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $7,497,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $478,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,727,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,319,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $1,305,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
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 $267,000
Number of returns with IRA payments 70
IRA payments amount $435,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $88,000
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 930
Total itemized deductions amount $26,545,000
Amount of AGI for itemized returns $122,126,000
Number of returns with State and local income taxes 880
State and local income taxes amount $6,338,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $105,000
Number of returns with real estate taxes 770
Real estate taxes amount $4,182,000
Number of returns with taxes paid 930
Taxes paid amount $11,165,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $8,055,000
Number of returns with contributions 830
Contributions amount $2,701,000
Number of returns with taxable income 1,140
Taxable income amount $106,462,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $18,238,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $100,000
Number of returns with total tax credits 480
Total tax credits amount $798,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $100,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $148,000
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 $377,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $114,000
Number of returns with self-employment tax 140
Self-employment tax amount $555,000
Number of returns with total tax payments 1,130
Total tax payments amount $19,407,000
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 100
Refundable education credit amount $93,000
Number of returns with income tax 1,140
Income tax amount [10] $17,439,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $18,156,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $2,083,000
Number of returns with overpayments refunded 740
Overpayments refunded amount [13] $3,219,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $293,000

Adjusted Gross Income: $200,000 or more

Number of returns 140
Number of single returns 30
Number of joint returns 100
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 390
Number of dependents 150
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] $49,481,000
Number of returns with total income 140
Salaries and wages amount $49,833,000
Number of returns with salaries and wages 130
Salaries and wages amount $26,202
Number of returns with taxable interest 100
Taxable interest amount $105
Number of returns with ordinary dividends 50
Ordinary dividends amount $629,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $546
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $372
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $698,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $2,950,000
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 $2,074,000
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 $462,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $9,071,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $352,000
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 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 140
Total itemized deductions amount $10,312,000
Amount of AGI for itemized returns $47,842,000
Number of returns with State and local income taxes 130
State and local income taxes amount $3,367,000
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 120
Real estate taxes amount $985,000
Number of returns with taxes paid 140
Taxes paid amount $4,448,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $1,542,000
Number of returns with contributions 120
Contributions amount $706,000
Number of returns with taxable income 140
Taxable income amount $37,986,000
Number of returns with income tax before credits 140
Income tax before credits amount $10,138,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $387,000
Number of returns with total tax credits 40
Total tax credits amount $69,000
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 30
Self-employment tax amount $130,000
Number of returns with total tax payments 140
Total tax payments amount $8,175,000
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 140
Income tax amount [10] $9,967,000
Number of returns with tax liability 140
Total tax liability amount [11] $10,265,000
Number of returns with net investment income tax 60
Net investment income tax $69,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $2,833,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $349,000
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.