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ZIP Code Database - Facts & Stats

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ZIP Code 93109 Income Tax Stats

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

ZIP Code 93109 Data

Zip Code:93109
City:Santa Barbara
State:CA [California]
Counties: SANTA BARBARA, CA
City Alias(es):Santa Barbara
Area Code:805
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


93109 Income Tax Overview

Total Number of Tax Returns for ZIP Code 93109 [1] 5,280
Total Number of Single Tax Returns for ZIP Code 93109 1,350
Total Number of Joint Tax Returns for ZIP Code 93109 1,880
Total Number of Dependents for ZIP Code 93109 1,840
Total Adjusted Gross Income for ZIP Code 93109 $785,020,000
Average Income per Person for ZIP Code 93109 $72,299
Average Income per Household for ZIP Code 93109 $148,678

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 1,370
Number of single returns 1,180
Number of joint returns 100
Number of head of household returns 70
Number of returns with paid preparer's signature 600
Number of exemptions 1,360
Number of dependents 180
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $15,966,000
Number of returns with total income 1,370
Salaries and wages amount $16,759,000
Number of returns with salaries and wages 930
Salaries and wages amount $10,604
Number of returns with taxable interest 300
Taxable interest amount $223
Number of returns with ordinary dividends 240
Ordinary dividends amount $704,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $475
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $84
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,714,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $169,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $656,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $1,397,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $163,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $114,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($55,000)
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $793,000
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 70
Self-employment health insurance deduction amount $232,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $37,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $3,437,000
Amount of AGI for itemized returns $2,163,000
Number of returns with State and local income taxes 40
State and local income taxes amount $95,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $65,000
Number of returns with real estate taxes 110
Real estate taxes amount $513,000
Number of returns with taxes paid 160
Taxes paid amount $731,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $950,000
Number of returns with contributions 100
Contributions amount $150,000
Number of returns with taxable income 660
Taxable income amount $4,147,000
Number of returns with income tax before credits 630
Income tax before credits amount $439,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $47,000
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 60
Nonrefundable education credit amount $30,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $9,000
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 280
Self-employment tax amount $419,000
Number of returns with total tax payments 1,150
Total tax payments amount $1,767,000
Number of returns with earned income credit 280
Earned income credit amount [8] $350,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $251,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $97,000
Number of returns with refundable education credit 80
Refundable education credit amount $55,000
Number of returns with income tax 570
Income tax amount [10] $392,000
Number of returns with tax liability 780
Total tax liability amount [11] $838,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $233,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $1,080,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $67,000

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

Number of returns 1,020
Number of single returns 750
Number of joint returns 160
Number of head of household returns 90
Number of returns with paid preparer's signature 480
Number of exemptions 1,410
Number of dependents 250
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 260
Adjust gross income (AGI) [5] $37,529,000
Number of returns with total income 1,020
Salaries and wages amount $38,552,000
Number of returns with salaries and wages 740
Salaries and wages amount $25,443
Number of returns with taxable interest 290
Taxable interest amount $405
Number of returns with ordinary dividends 230
Ordinary dividends amount $1,099,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $746
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,678,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $751,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $999,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $3,058,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $256,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $1,140,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $795,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $1,023,000
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 70
Self-employment health insurance deduction amount $283,000
Number of returns with IRA payments 50
IRA payments amount $227,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $114,000
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 190
Total itemized deductions amount $4,211,000
Amount of AGI for itemized returns $7,036,000
Number of returns with State and local income taxes 90
State and local income taxes amount $257,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $80,000
Number of returns with real estate taxes 130
Real estate taxes amount $650,000
Number of returns with taxes paid 180
Taxes paid amount $1,037,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $1,239,000
Number of returns with contributions 150
Contributions amount $345,000
Number of returns with taxable income 980
Taxable income amount $21,969,000
Number of returns with income tax before credits 970
Income tax before credits amount $2,786,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 270
Total tax credits amount $189,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $60,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 100
Child tax credit amount $81,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $581,000
Number of returns with total tax payments 930
Total tax payments amount $3,782,000
Number of returns with earned income credit 80
Earned income credit amount [8] $130,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $71,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $59,000
Number of returns with refundable education credit 40
Refundable education credit amount $27,000
Number of returns with income tax 910
Income tax amount [10] $2,598,000
Number of returns with tax liability 940
Total tax liability amount [11] $3,224,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $659,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $1,132,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $69,000

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

Number of returns 690
Number of single returns 420
Number of joint returns 190
Number of head of household returns 60
Number of returns with paid preparer's signature 390
Number of exemptions 1,060
Number of dependents 190
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] 40
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $42,127,000
Number of returns with total income 690
Salaries and wages amount $43,426,000
Number of returns with salaries and wages 490
Salaries and wages amount $26,308
Number of returns with taxable interest 280
Taxable interest amount $495
Number of returns with ordinary dividends 220
Ordinary dividends amount $1,180,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $803
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $3,434,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,820,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,616,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $4,993,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $118,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,738,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($33,000)
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $1,299,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $360,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $340,000
Number of returns with IRA payments 50
IRA payments amount $268,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $103,000
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 250
Total itemized deductions amount $6,761,000
Amount of AGI for itemized returns $15,478,000
Number of returns with State and local income taxes 160
State and local income taxes amount $680,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $133,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,156,000
Number of returns with taxes paid 240
Taxes paid amount $2,026,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,963,000
Number of returns with contributions 200
Contributions amount $558,000
Number of returns with taxable income 670
Taxable income amount $28,023,000
Number of returns with income tax before credits 650
Income tax before credits amount $4,147,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $205,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $46,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $100,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $522,000
Number of returns with total tax payments 650
Total tax payments amount $5,050,000
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 20
Additional child tax credit amount $28,000
Number of returns with refundable education credit 40
Refundable education credit amount $34,000
Number of returns with income tax 630
Income tax amount [10] $3,942,000
Number of returns with tax liability 650
Total tax liability amount [11] $4,529,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $687,000
Number of returns with overpayments refunded 400
Overpayments refunded amount [13] $1,050,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $153,000

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

Number of returns 490
Number of single returns 260
Number of joint returns 190
Number of head of household returns 30
Number of returns with paid preparer's signature 290
Number of exemptions 840
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] 30
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $42,490,000
Number of returns with total income 490
Salaries and wages amount $43,717,000
Number of returns with salaries and wages 330
Salaries and wages amount $24,515
Number of returns with taxable interest 260
Taxable interest amount $409
Number of returns with ordinary dividends 210
Ordinary dividends amount $1,261,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $916
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $209
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,790,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,562,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,220,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,968,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $126,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,931,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,267,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $1,227,000
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 60
Self-employment health insurance deduction amount $387,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $31,000
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 270
Total itemized deductions amount $6,864,000
Amount of AGI for itemized returns $23,381,000
Number of returns with State and local income taxes 210
State and local income taxes amount $1,073,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $90,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,252,000
Number of returns with taxes paid 270
Taxes paid amount $2,481,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,827,000
Number of returns with contributions 220
Contributions amount $669,000
Number of returns with taxable income 490
Taxable income amount $30,160,000
Number of returns with income tax before credits 480
Income tax before credits amount $4,836,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $155,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $24,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $78,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $501,000
Number of returns with total tax payments 470
Total tax payments amount $5,357,000
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 470
Income tax amount [10] $4,681,000
Number of returns with tax liability 470
Total tax liability amount [11] $5,182,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $849,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $876,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $114,000

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

Number of returns 940
Number of single returns 300
Number of joint returns 600
Number of head of household returns 30
Number of returns with paid preparer's signature 640
Number of exemptions 2,020
Number of dependents 480
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] 420
Adjust gross income (AGI) [5] $133,566,000
Number of returns with total income 940
Salaries and wages amount $137,243,000
Number of returns with salaries and wages 690
Salaries and wages amount $75,260
Number of returns with taxable interest 630
Taxable interest amount $1,322
Number of returns with ordinary dividends 530
Ordinary dividends amount $5,901,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $4,314
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $846
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $8,671,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $8,133,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $6,495,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $14,207,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $93,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $6,219,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $4,526,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $3,677,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,086,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $904,000
Number of returns with IRA payments 50
IRA payments amount $329,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $64,000
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 770
Total itemized deductions amount $25,438,000
Amount of AGI for itemized returns $110,831,000
Number of returns with State and local income taxes 710
State and local income taxes amount $6,144,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $227,000
Number of returns with real estate taxes 610
Real estate taxes amount $4,774,000
Number of returns with taxes paid 770
Taxes paid amount $11,344,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $7,148,000
Number of returns with contributions 670
Contributions amount $2,565,000
Number of returns with taxable income 940
Taxable income amount $97,977,000
Number of returns with income tax before credits 930
Income tax before credits amount $17,318,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $160,000
Number of returns with total tax credits 410
Total tax credits amount $465,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $111,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $68,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $80,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $89,000
Number of returns with self-employment tax 220
Self-employment tax amount $1,448,000
Number of returns with total tax payments 920
Total tax payments amount $19,072,000
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 40
Refundable education credit amount $41,000
Number of returns with income tax 930
Income tax amount [10] $16,853,000
Number of returns with tax liability 940
Total tax liability amount [11] $18,417,000
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] $2,493,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $2,277,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $814,000

Adjusted Gross Income: $200,000 or more

Number of returns 770
Number of single returns 110
Number of joint returns 640
Number of head of household returns 20
Number of returns with paid preparer's signature 610
Number of exemptions 2,000
Number of dependents 590
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] 340
Adjust gross income (AGI) [5] $513,342,000
Number of returns with total income 770
Salaries and wages amount $520,800,000
Number of returns with salaries and wages 610
Salaries and wages amount $174,532
Number of returns with taxable interest 670
Taxable interest amount $5,601
Number of returns with ordinary dividends 550
Ordinary dividends amount $31,931,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $24,959
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $3,167
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $15,960,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $90,984,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $7,269,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $12,580,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $214,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $4,991,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $50,778,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $7,458,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,639,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,652,000
Number of returns with IRA payments 30
IRA payments amount $299,000
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 50
Domestic production activities deduction amount $767,000
Number of returns with itemized deductions 760
Total itemized deductions amount $89,077,000
Amount of AGI for itemized returns $508,568,000
Number of returns with State and local income taxes 740
State and local income taxes amount $57,564,000
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 680
Real estate taxes amount $10,578,000
Number of returns with taxes paid 760
Taxes paid amount $69,024,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $11,465,000
Number of returns with contributions 710
Contributions amount $8,701,000
Number of returns with taxable income 770
Taxable income amount $419,500,000
Number of returns with income tax before credits 770
Income tax before credits amount $111,294,000
Number of returns with alternative minimum tax 570
Alternative minimum tax amount $10,022,000
Number of returns with total tax credits 410
Total tax credits amount $1,620,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $981,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
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 20
Residential energy tax credit amount $92,000
Number of returns with self-employment tax 220
Self-employment tax amount $2,063,000
Number of returns with total tax payments 760
Total tax payments amount $121,841,000
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 770
Income tax amount [10] $109,674,000
Number of returns with tax liability 770
Total tax liability amount [11] $119,449,000
Number of returns with net investment income tax 510
Net investment income tax $3,156,000
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $11,194,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $4,240,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $6,146,000

[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.