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ZIP Code Database - Facts & Stats

ZIP Code 93420 Income Tax Stats

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

ZIP Code 93420 Data

Zip Code:93420
City:Arroyo Grande
State:CA [California]
Counties: SAN LUIS OBISPO, CA
City Alias(es):Arroyo Grande
Area Code:820
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


93420 Income Tax Overview

Total Number of Tax Returns for ZIP Code 93420 [1] 13,660
Total Number of Single Tax Returns for ZIP Code 93420 5,340
Total Number of Joint Tax Returns for ZIP Code 93420 6,310
Total Number of Dependents for ZIP Code 93420 6,930
Total Adjusted Gross Income for ZIP Code 93420 $1,256,588,000
Average Income per Person for ZIP Code 93420 $44,226
Average Income per Household for ZIP Code 93420 $91,990

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 3,750
Number of single returns 2,940
Number of joint returns 460
Number of head of household returns 320
Number of returns with paid preparer's signature 1,670
Number of exemptions 4,170
Number of dependents 780
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 160
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 310
Number of elderly returns [4] 1,050
Adjust gross income (AGI) [5] $46,430,000
Number of returns with total income 3,750
Salaries and wages amount $47,689,000
Number of returns with salaries and wages 2,600
Salaries and wages amount $31,175
Number of returns with taxable interest 820
Taxable interest amount $735
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,538,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $869
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $55
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $4,377,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $484,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $2,350,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $5,311,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $433,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $542,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $42,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,259,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $176,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $358,000
Number of returns with IRA payments 20
IRA payments amount $102,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $76,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $8,653,000
Amount of AGI for itemized returns $6,273,000
Number of returns with State and local income taxes 90
State and local income taxes amount $336,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $248,000
Number of returns with real estate taxes 340
Real estate taxes amount $1,537,000
Number of returns with taxes paid 430
Taxes paid amount $2,244,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,232,000
Number of returns with contributions 300
Contributions amount $566,000
Number of returns with taxable income 1,770
Taxable income amount $11,093,000
Number of returns with income tax before credits 1,730
Income tax before credits amount $1,163,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $115,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $59,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 70
Child tax credit amount $22,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 520
Self-employment tax amount $744,000
Number of returns with total tax payments 3,090
Total tax payments amount $5,119,000
Number of returns with earned income credit 820
Earned income credit amount [8] $1,428,000
Number of returns with excess earned income credit 650
Excess earned income credit (refundable) amount [9] $1,199,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $388,000
Number of returns with refundable education credit 160
Refundable education credit amount $102,000
Number of returns with income tax 1,540
Income tax amount [10] $1,047,000
Number of returns with tax liability 1,960
Total tax liability amount [11] $1,854,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $447,000
Number of returns with overpayments refunded 2,710
Overpayments refunded amount [13] $3,589,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $111,000

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

Number of returns 2,630
Number of single returns 1,540
Number of joint returns 680
Number of head of household returns 370
Number of returns with paid preparer's signature 1,280
Number of exemptions 4,530
Number of dependents 1,250
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $96,266,000
Number of returns with total income 2,630
Salaries and wages amount $98,232,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $66,615
Number of returns with taxable interest 790
Taxable interest amount $966
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,601,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $965
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $139
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $6,045,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $935,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $3,570,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $11,143,000
Number of farm returns 50
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $509,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $4,524,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $938,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,966,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $555,000
Number of returns with IRA payments 80
IRA payments amount $363,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $199,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $45,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 600
Total itemized deductions amount $12,357,000
Amount of AGI for itemized returns $22,596,000
Number of returns with State and local income taxes 270
State and local income taxes amount $586,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $323,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,103,000
Number of returns with taxes paid 590
Taxes paid amount $3,159,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,392,000
Number of returns with contributions 460
Contributions amount $1,248,000
Number of returns with taxable income 2,470
Taxable income amount $49,846,000
Number of returns with income tax before credits 2,440
Income tax before credits amount $6,218,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $635,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 400
Child tax credit amount $395,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,030,000
Number of returns with total tax payments 2,470
Total tax payments amount $9,747,000
Number of returns with earned income credit 380
Earned income credit amount [8] $793,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $594,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $441,000
Number of returns with refundable education credit 80
Refundable education credit amount $56,000
Number of returns with income tax 2,170
Income tax amount [10] $5,583,000
Number of returns with tax liability 2,290
Total tax liability amount [11] $6,743,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $1,105,000
Number of returns with overpayments refunded 1,880
Overpayments refunded amount [13] $3,958,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $145,000

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

Number of returns 1,840
Number of single returns 820
Number of joint returns 830
Number of head of household returns 170
Number of returns with paid preparer's signature 1,080
Number of exemptions 3,640
Number of dependents 960
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 110
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $113,794,000
Number of returns with total income 1,840
Salaries and wages amount $116,167,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $67,873
Number of returns with taxable interest 880
Taxable interest amount $1,361
Number of returns with ordinary dividends 550
Ordinary dividends amount $2,840,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $1,956
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $485
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $6,079,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $1,946,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $5,304,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $17,545,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $538,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $9,023,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,034,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $2,373,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $523,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $518,000
Number of returns with IRA payments 60
IRA payments amount $318,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $171,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $114,000
Number of returns with itemized deductions 790
Total itemized deductions amount $17,427,000
Amount of AGI for itemized returns $49,630,000
Number of returns with State and local income taxes 500
State and local income taxes amount $1,508,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $394,000
Number of returns with real estate taxes 680
Real estate taxes amount $3,050,000
Number of returns with taxes paid 790
Taxes paid amount $5,186,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $4,982,000
Number of returns with contributions 650
Contributions amount $2,000,000
Number of returns with taxable income 1,820
Taxable income amount $71,228,000
Number of returns with income tax before credits 1,800
Income tax before credits amount $9,888,000
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 $783,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $94,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 370
Child tax credit amount $567,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 290
Self-employment tax amount $1,057,000
Number of returns with total tax payments 1,770
Total tax payments amount $11,889,000
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 70
Additional child tax credit amount $94,000
Number of returns with refundable education credit 70
Refundable education credit amount $51,000
Number of returns with income tax 1,720
Income tax amount [10] $9,105,000
Number of returns with tax liability 1,760
Total tax liability amount [11] $10,281,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $1,480,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $2,813,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $248,000

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

Number of returns 1,400
Number of single returns 380
Number of joint returns 920
Number of head of household returns 80
Number of returns with paid preparer's signature 890
Number of exemptions 3,110
Number of dependents 800
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $121,462,000
Number of returns with total income 1,400
Salaries and wages amount $123,973,000
Number of returns with salaries and wages 950
Salaries and wages amount $68,927
Number of returns with taxable interest 880
Taxable interest amount $970
Number of returns with ordinary dividends 500
Ordinary dividends amount $2,630,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $1,657
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $604
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $6,511,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $2,525,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $5,929,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $22,002,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $362,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $10,130,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $2,049,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $2,511,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $611,000
Number of returns with IRA payments 70
IRA payments amount $470,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $129,000
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 880
Total itemized deductions amount $21,370,000
Amount of AGI for itemized returns $77,013,000
Number of returns with State and local income taxes 690
State and local income taxes amount $2,631,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $361,000
Number of returns with real estate taxes 780
Real estate taxes amount $3,915,000
Number of returns with taxes paid 880
Taxes paid amount $7,199,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $6,766,000
Number of returns with contributions 760
Contributions amount $2,519,000
Number of returns with taxable income 1,390
Taxable income amount $81,469,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $11,818,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $836,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $527,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $110,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,116,000
Number of returns with total tax payments 1,360
Total tax payments amount $13,561,000
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 30
Additional child tax credit amount $31,000
Number of returns with refundable education credit 60
Refundable education credit amount $49,000
Number of returns with income tax 1,360
Income tax amount [10] $10,981,000
Number of returns with tax liability 1,370
Total tax liability amount [11] $12,168,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,616,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [13] $2,626,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $344,000

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

Number of returns 2,850
Number of single returns 420
Number of joint returns 2,350
Number of head of household returns 80
Number of returns with paid preparer's signature 1,910
Number of exemptions 7,290
Number of dependents 2,100
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] 120
Number of elderly returns [4] 1,290
Adjust gross income (AGI) [5] $397,124,000
Number of returns with total income 2,850
Salaries and wages amount $404,513,000
Number of returns with salaries and wages 2,100
Salaries and wages amount $231,075
Number of returns with taxable interest 2,130
Taxable interest amount $3,955
Number of returns with ordinary dividends 1,260
Ordinary dividends amount $9,683,000
Number of returns with qualified dividends 1,190
Qualified dividends amount [6] $6,899
Number of returns with state and local income tax refunds 1,360
State and local income tax refunds amount $2,498
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $17,697,000
Number of returns with net capital gain (less loss) 1,230
Net capital gain (less loss) amount $14,169,000
Number of returns with taxable individual retirement arrangements distributions 750
Taxable individual retirement arrangements distributions amount $21,263,000
Number of returns with taxable pensions and annuities 1,100
Taxable pensions and annuities amount $60,499,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $733,000
Number of returns with taxable Social Security benefits 970
Taxable Social Security benefits amount $21,733,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $12,684,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $7,389,000
Number of returns with educator expenses 210
Educator expenses amount $60,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,382,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $2,035,000
Number of returns with IRA payments 130
IRA payments amount $928,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $181,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $39,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $267,000
Number of returns with itemized deductions 2,410
Total itemized deductions amount $76,725,000
Amount of AGI for itemized returns $341,899,000
Number of returns with State and local income taxes 2,180
State and local income taxes amount $16,650,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $670,000
Number of returns with real estate taxes 2,190
Real estate taxes amount $14,437,000
Number of returns with taxes paid 2,410
Taxes paid amount $32,783,000
Number of returns with mortgage interest paid 1,860
Mortgage interest paid amount $23,062,000
Number of returns with contributions 2,160
Contributions amount $8,346,000
Number of returns with taxable income 2,840
Taxable income amount $286,080,000
Number of returns with income tax before credits 2,830
Income tax before credits amount $48,368,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $208,000
Number of returns with total tax credits 1,210
Total tax credits amount $1,607,000
Number of returns with foreign tax credit 490
Foreign tax credit amount $100,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $121,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $543,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $353,000
Number of returns with self-employment tax 480
Self-employment tax amount $2,706,000
Number of returns with total tax payments 2,800
Total tax payments amount $51,903,000
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 $129,000
Number of returns with income tax 2,810
Income tax amount [10] $46,760,000
Number of returns with tax liability 2,820
Total tax liability amount [11] $49,762,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,180
Tax due at time of filing amount [12] $5,786,000
Number of returns with overpayments refunded 1,440
Overpayments refunded amount [13] $6,634,000
Number of returns with credit to next year’s estimated tax 290
Credited to next year’s estimated tax amount $1,216,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,190
Number of single returns 100
Number of joint returns 1,070
Number of head of household returns 0
Number of returns with paid preparer's signature 940
Number of exemptions 3,290
Number of dependents 1,040
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] 540
Adjust gross income (AGI) [5] $481,512,000
Number of returns with total income 1,190
Salaries and wages amount $492,998,000
Number of returns with salaries and wages 940
Salaries and wages amount $208,493
Number of returns with taxable interest 1,050
Taxable interest amount $6,121
Number of returns with ordinary dividends 710
Ordinary dividends amount $16,694,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $12,672
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $3,490
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $22,540,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $74,845,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $12,972,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $24,830,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $207,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,535,000
Number of returns with partnership/S-corp net income (less loss) 470
Partnership/S-corp net income (less loss) amount $93,264,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $11,486,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $3,141,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $3,014,000
Number of returns with IRA payments 40
IRA payments amount $414,000
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 $1,946,000
Number of returns with itemized deductions 1,170
Total itemized deductions amount $82,082,000
Amount of AGI for itemized returns $471,017,000
Number of returns with State and local income taxes 1,140
State and local income taxes amount $39,876,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $152,000
Number of returns with real estate taxes 1,110
Real estate taxes amount $11,468,000
Number of returns with taxes paid 1,170
Taxes paid amount $52,320,000
Number of returns with mortgage interest paid 930
Mortgage interest paid amount $15,753,000
Number of returns with contributions 1,080
Contributions amount $9,661,000
Number of returns with taxable income 1,190
Taxable income amount $389,980,000
Number of returns with income tax before credits 1,190
Income tax before credits amount $101,196,000
Number of returns with alternative minimum tax 800
Alternative minimum tax amount $6,706,000
Number of returns with total tax credits 480
Total tax credits amount $2,202,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $328,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $49,000
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 $340,000
Number of returns with self-employment tax 310
Self-employment tax amount $3,079,000
Number of returns with total tax payments 1,170
Total tax payments amount $99,926,000
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 1,190
Income tax amount [10] $98,994,000
Number of returns with tax liability 1,190
Total tax liability amount [11] $105,332,000
Number of returns with net investment income tax 670
Net investment income tax $2,481,000
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $17,187,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $3,770,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $7,827,000

[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.