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ZIP Code Database - Facts & Stats

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ZIP Code 94085 Income Tax Stats

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

ZIP Code 94085 Data

Zip Code:94085
City:Sunnyvale
State:CA [California]
Counties: SANTA CLARA, CA
City Alias(es):Sunnyvale
Area Code:408 / 669 / 650
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





94085 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94085 [1] 11,610
Total Number of Single Tax Returns for ZIP Code 94085 3,340
Total Number of Joint Tax Returns for ZIP Code 94085 4,050
Total Number of Dependents for ZIP Code 94085 6,850
Total Adjusted Gross Income for ZIP Code 94085 $1,394,959,000
Average Income per Person for ZIP Code 94085 $65,654
Average Income per Household for ZIP Code 94085 $120,152

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 2,040
Number of single returns 1,520
Number of joint returns 230
Number of head of household returns 270
Number of returns with paid preparer's signature 1,160
Number of exemptions 2,740
Number of dependents 790
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $27,517,000
Number of returns with total income 2,040
Salaries and wages amount $28,097,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $21,905
Number of returns with taxable interest 280
Taxable interest amount $205
Number of returns with ordinary dividends 160
Ordinary dividends amount $257,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $161
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $3,579,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $214,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $678,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $1,320,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $218,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $110,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount ($29,000)
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $580,000
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 30
Self-employment health insurance deduction amount $105,000
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 $41,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 120
Total itemized deductions amount $1,839,000
Amount of AGI for itemized returns $1,930,000
Number of returns with State and local income taxes 50
State and local income taxes amount $66,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $35,000
Number of returns with real estate taxes 70
Real estate taxes amount $299,000
Number of returns with taxes paid 120
Taxes paid amount $428,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $511,000
Number of returns with contributions 70
Contributions amount $98,000
Number of returns with taxable income 1,020
Taxable income amount $6,913,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $740,000
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 $101,000
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 110
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 80
Child tax credit amount $27,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 370
Self-employment tax amount $545,000
Number of returns with total tax payments 1,770
Total tax payments amount $3,548,000
Number of returns with earned income credit 510
Earned income credit amount [8] $1,049,000
Number of returns with excess earned income credit 400
Excess earned income credit (refundable) amount [9] $847,000
Number of returns with additional child tax credit 330
Additional child tax credit amount $395,000
Number of returns with refundable education credit 100
Refundable education credit amount $75,000
Number of returns with income tax 860
Income tax amount [10] $639,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $1,218,000
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] $314,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [13] $2,593,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $52,000

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

Number of returns 2,210
Number of single returns 1,250
Number of joint returns 420
Number of head of household returns 500
Number of returns with paid preparer's signature 1,360
Number of exemptions 4,480
Number of dependents 1,860
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 200
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $81,645,000
Number of returns with total income 2,210
Salaries and wages amount $82,725,000
Number of returns with salaries and wages 2,020
Salaries and wages amount $72,833
Number of returns with taxable interest 350
Taxable interest amount $247
Number of returns with ordinary dividends 190
Ordinary dividends amount $527,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $375
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $115
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $4,121,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $401,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $886,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $2,177,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $466,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $1,107,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $118,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,080,000
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 30
Self-employment health insurance deduction amount $170,000
Number of returns with IRA payments 60
IRA payments amount $302,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $154,000
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 290
Total itemized deductions amount $5,287,000
Amount of AGI for itemized returns $10,958,000
Number of returns with State and local income taxes 170
State and local income taxes amount $461,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $92,000
Number of returns with real estate taxes 160
Real estate taxes amount $851,000
Number of returns with taxes paid 290
Taxes paid amount $1,502,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $1,441,000
Number of returns with contributions 210
Contributions amount $428,000
Number of returns with taxable income 2,130
Taxable income amount $43,081,000
Number of returns with income tax before credits 2,110
Income tax before credits amount $5,444,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $725,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $160,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 500
Child tax credit amount $467,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 240
Self-employment tax amount $668,000
Number of returns with total tax payments 2,140
Total tax payments amount $9,170,000
Number of returns with earned income credit 290
Earned income credit amount [8] $542,000
Number of returns with excess earned income credit 210
Excess earned income credit (refundable) amount [9] $401,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $482,000
Number of returns with refundable education credit 100
Refundable education credit amount $71,000
Number of returns with income tax 1,770
Income tax amount [10] $4,719,000
Number of returns with tax liability 1,870
Total tax liability amount [11] $5,412,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $709,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $4,356,000
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 1,490
Number of single returns 780
Number of joint returns 470
Number of head of household returns 210
Number of returns with paid preparer's signature 850
Number of exemptions 3,230
Number of dependents 1,280
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] 200
Adjust gross income (AGI) [5] $91,908,000
Number of returns with total income 1,490
Salaries and wages amount $93,090,000
Number of returns with salaries and wages 1,390
Salaries and wages amount $82,932
Number of returns with taxable interest 380
Taxable interest amount $236
Number of returns with ordinary dividends 190
Ordinary dividends amount $531,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $337
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $212
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,870,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $405,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $878,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,205,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $274,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $1,585,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $623,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $1,182,000
Number of returns with educator expenses 20
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 50
Self-employment health insurance deduction amount $283,000
Number of returns with IRA payments 50
IRA payments amount $246,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $137,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $7,298,000
Amount of AGI for itemized returns $23,459,000
Number of returns with State and local income taxes 320
State and local income taxes amount $1,067,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $87,000
Number of returns with real estate taxes 210
Real estate taxes amount $1,143,000
Number of returns with taxes paid 370
Taxes paid amount $2,486,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,978,000
Number of returns with contributions 280
Contributions amount $684,000
Number of returns with taxable income 1,480
Taxable income amount $61,735,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $9,283,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $721,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $97,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 350
Child tax credit amount $540,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $488,000
Number of returns with total tax payments 1,460
Total tax payments amount $11,479,000
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 $79,000
Number of returns with refundable education credit 60
Refundable education credit amount $47,000
Number of returns with income tax 1,420
Income tax amount [10] $8,562,000
Number of returns with tax liability 1,430
Total tax liability amount [11] $9,141,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $828,000
Number of returns with overpayments refunded 1,170
Overpayments refunded amount [13] $3,073,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $71,000

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

Number of returns 1,120
Number of single returns 640
Number of joint returns 390
Number of head of household returns 70
Number of returns with paid preparer's signature 560
Number of exemptions 2,190
Number of dependents 680
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] 80
Number of elderly returns [4] 160
Adjust gross income (AGI) [5] $97,364,000
Number of returns with total income 1,120
Salaries and wages amount $98,174,000
Number of returns with salaries and wages 1,060
Salaries and wages amount $88,184
Number of returns with taxable interest 400
Taxable interest amount $274
Number of returns with ordinary dividends 240
Ordinary dividends amount $525,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $387
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $381
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,989,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $672,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,150,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $2,534,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $292,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,571,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $407,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $810,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $381,000
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $165,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $29,000
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 580
Total itemized deductions amount $9,952,000
Amount of AGI for itemized returns $51,073,000
Number of returns with State and local income taxes 540
State and local income taxes amount $3,002,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $44,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,392,000
Number of returns with taxes paid 580
Taxes paid amount $4,607,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,351,000
Number of returns with contributions 340
Contributions amount $754,000
Number of returns with taxable income 1,120
Taxable income amount $73,428,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $12,578,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $495,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $67,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $356,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 90
Self-employment tax amount $316,000
Number of returns with total tax payments 1,110
Total tax payments amount $14,466,000
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 $31,000
Number of returns with income tax 1,110
Income tax amount [10] $12,082,000
Number of returns with tax liability 1,110
Total tax liability amount [11] $12,419,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $681,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $2,682,000
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 2,700
Number of single returns 1,370
Number of joint returns 1,190
Number of head of household returns 100
Number of returns with paid preparer's signature 1,130
Number of exemptions 5,140
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] 190
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $386,025,000
Number of returns with total income 2,700
Salaries and wages amount $388,279,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $357,611
Number of returns with taxable interest 1,450
Taxable interest amount $1,032
Number of returns with ordinary dividends 1,140
Ordinary dividends amount $2,819,000
Number of returns with qualified dividends 1,060
Qualified dividends amount [6] $2,139
Number of returns with state and local income tax refunds 1,050
State and local income tax refunds amount $1,796
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $3,837,000
Number of returns with net capital gain (less loss) 1,200
Net capital gain (less loss) amount $7,084,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $3,118,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $5,471,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $649,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,807,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,396,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $2,254,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $288,000
Number of returns with IRA payments 80
IRA payments amount $493,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $101,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,100
Total itemized deductions amount $44,984,000
Amount of AGI for itemized returns $304,387,000
Number of returns with State and local income taxes 2,060
State and local income taxes amount $21,817,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $142,000
Number of returns with real estate taxes 900
Real estate taxes amount $6,016,000
Number of returns with taxes paid 2,100
Taxes paid amount $28,613,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $9,716,000
Number of returns with contributions 1,250
Contributions amount $3,048,000
Number of returns with taxable income 2,700
Taxable income amount $313,165,000
Number of returns with income tax before credits 2,700
Income tax before credits amount $62,549,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $362,000
Number of returns with total tax credits 760
Total tax credits amount $805,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $181,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $104,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $273,000
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 $630,000
Number of returns with total tax payments 2,700
Total tax payments amount $68,009,000
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 70
Refundable education credit amount $55,000
Number of returns with income tax 2,700
Income tax amount [10] $61,744,000
Number of returns with tax liability 2,700
Total tax liability amount [11] $62,547,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $2,468,000
Number of returns with overpayments refunded 1,980
Overpayments refunded amount [13] $7,583,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $307,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,050
Number of single returns 640
Number of joint returns 1,350
Number of head of household returns 40
Number of returns with paid preparer's signature 870
Number of exemptions 4,390
Number of dependents 1,000
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] 90
Adjust gross income (AGI) [5] $710,500,000
Number of returns with total income 2,050
Salaries and wages amount $712,789,000
Number of returns with salaries and wages 2,020
Salaries and wages amount $640,796
Number of returns with taxable interest 1,560
Taxable interest amount $2,330
Number of returns with ordinary dividends 1,420
Ordinary dividends amount $6,615,000
Number of returns with qualified dividends 1,390
Qualified dividends amount [6] $5,054
Number of returns with state and local income tax refunds 940
State and local income tax refunds amount $2,465
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $7,864,000
Number of returns with net capital gain (less loss) 1,520
Net capital gain (less loss) amount $39,348,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,512,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $3,757,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $530,000
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $660,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,598,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $2,289,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $865,000
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $198,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,010
Total itemized deductions amount $86,629,000
Amount of AGI for itemized returns $698,320,000
Number of returns with State and local income taxes 1,990
State and local income taxes amount $57,760,000
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 970
Real estate taxes amount $9,542,000
Number of returns with taxes paid 2,010
Taxes paid amount $68,032,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $14,642,000
Number of returns with contributions 1,260
Contributions amount $5,699,000
Number of returns with taxable income 2,050
Taxable income amount $611,110,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $163,749,000
Number of returns with alternative minimum tax 1,550
Alternative minimum tax amount $8,190,000
Number of returns with total tax credits 790
Total tax credits amount $1,825,000
Number of returns with foreign tax credit 640
Foreign tax credit amount $1,406,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $71,000
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 $56,000
Number of returns with self-employment tax 150
Self-employment tax amount $605,000
Number of returns with total tax payments 2,040
Total tax payments amount $153,340,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 2,050
Income tax amount [10] $161,924,000
Number of returns with tax liability 2,050
Total tax liability amount [11] $166,088,000
Number of returns with net investment income tax 1,390
Net investment income tax $1,451,000
Number of returns with tax due at time of filing 1,300
Tax due at time of filing amount [12] $17,207,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [13] $3,792,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $588,000

[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.