Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 94087 Income Tax Stats

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

ZIP Code 94087 Data

Zip Code:94087
City:Sunnyvale
State:CA [California]
Counties: SANTA CLARA, CA
City Alias(es):Sunnyvale
Area Code:408 / 669
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





94087 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94087 [1] 25,840
Total Number of Single Tax Returns for ZIP Code 94087 7,310
Total Number of Joint Tax Returns for ZIP Code 94087 13,480
Total Number of Dependents for ZIP Code 94087 18,100
Total Adjusted Gross Income for ZIP Code 94087 $5,078,041,000
Average Income per Person for ZIP Code 94087 $93,530
Average Income per Household for ZIP Code 94087 $196,519

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


Adjusted Gross Income: 1 under $25,000

Number of returns 4,730
Number of single returns 3,920
Number of joint returns 520
Number of head of household returns 230
Number of returns with paid preparer's signature 1,980
Number of exemptions 4,400
Number of dependents 740
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 940
Adjust gross income (AGI) [5] $51,591,000
Number of returns with total income 4,730
Salaries and wages amount $53,254,000
Number of returns with salaries and wages 3,280
Salaries and wages amount $36,746
Number of returns with taxable interest 1,250
Taxable interest amount $1,147
Number of returns with ordinary dividends 990
Ordinary dividends amount $2,334,000
Number of returns with qualified dividends 900
Qualified dividends amount [6] $1,519
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $86
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $6,404,000
Number of returns with net capital gain (less loss) 900
Net capital gain (less loss) amount $1,294,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,592,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $3,051,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $390,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $423,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $4,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $1,663,000
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 100
Self-employment health insurance deduction amount $356,000
Number of returns with IRA payments 70
IRA payments amount $291,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $95,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $309,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $7,605,000
Amount of AGI for itemized returns $4,958,000
Number of returns with State and local income taxes 100
State and local income taxes amount $323,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $146,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,283,000
Number of returns with taxes paid 340
Taxes paid amount $1,801,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,522,000
Number of returns with contributions 200
Contributions amount $312,000
Number of returns with taxable income 2,240
Taxable income amount $13,146,000
Number of returns with income tax before credits 2,100
Income tax before credits amount $1,379,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $220,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $136,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 60
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 780
Self-employment tax amount $1,023,000
Number of returns with total tax payments 3,740
Total tax payments amount $5,498,000
Number of returns with earned income credit 830
Earned income credit amount [8] $1,205,000
Number of returns with excess earned income credit 570
Excess earned income credit (refundable) amount [9] $916,000
Number of returns with additional child tax credit 280
Additional child tax credit amount $312,000
Number of returns with refundable education credit 240
Refundable education credit amount $189,000
Number of returns with income tax 1,810
Income tax amount [10] $1,160,000
Number of returns with tax liability 2,380
Total tax liability amount [11] $2,273,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $741,000
Number of returns with overpayments refunded 3,220
Overpayments refunded amount [13] $3,885,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $71,000

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

Number of returns 2,920
Number of single returns 1,850
Number of joint returns 690
Number of head of household returns 300
Number of returns with paid preparer's signature 1,480
Number of exemptions 4,850
Number of dependents 1,310
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 210
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $107,113,000
Number of returns with total income 2,920
Salaries and wages amount $109,497,000
Number of returns with salaries and wages 2,250
Salaries and wages amount $77,703
Number of returns with taxable interest 960
Taxable interest amount $1,239
Number of returns with ordinary dividends 730
Ordinary dividends amount $3,035,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $2,089
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $224
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $7,636,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $2,150,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $4,637,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $6,614,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $611,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $3,954,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $678,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $2,384,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $462,000
Number of returns with IRA payments 120
IRA payments amount $652,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $180,000
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 500
Total itemized deductions amount $10,586,000
Amount of AGI for itemized returns $18,855,000
Number of returns with State and local income taxes 220
State and local income taxes amount $616,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $266,000
Number of returns with real estate taxes 360
Real estate taxes amount $2,153,000
Number of returns with taxes paid 500
Taxes paid amount $3,185,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,258,000
Number of returns with contributions 390
Contributions amount $819,000
Number of returns with taxable income 2,770
Taxable income amount $58,648,000
Number of returns with income tax before credits 2,730
Income tax before credits amount $7,228,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $761,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $41,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $279,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 370
Child tax credit amount $354,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $1,223,000
Number of returns with total tax payments 2,690
Total tax payments amount $10,976,000
Number of returns with earned income credit 280
Earned income credit amount [8] $581,000
Number of returns with excess earned income credit 190
Excess earned income credit (refundable) amount [9] $357,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $332,000
Number of returns with refundable education credit 160
Refundable education credit amount $128,000
Number of returns with income tax 2,430
Income tax amount [10] $6,467,000
Number of returns with tax liability 2,580
Total tax liability amount [11] $7,783,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $1,329,000
Number of returns with overpayments refunded 2,050
Overpayments refunded amount [13] $4,334,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $137,000

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

Number of returns 2,340
Number of single returns 1,360
Number of joint returns 710
Number of head of household returns 220
Number of returns with paid preparer's signature 1,170
Number of exemptions 4,140
Number of dependents 1,100
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $144,822,000
Number of returns with total income 2,340
Salaries and wages amount $147,395,000
Number of returns with salaries and wages 1,820
Salaries and wages amount $105,045
Number of returns with taxable interest 1,020
Taxable interest amount $1,624
Number of returns with ordinary dividends 780
Ordinary dividends amount $4,123,000
Number of returns with qualified dividends 730
Qualified dividends amount [6] $2,734
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $425
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $5,779,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $2,997,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $6,019,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $11,416,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $573,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $8,159,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $46,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $2,573,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $547,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $576,000
Number of returns with IRA payments 90
IRA payments amount $563,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $188,000
Number of returns with tuition and fees deduction 40
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 690
Total itemized deductions amount $16,163,000
Amount of AGI for itemized returns $43,176,000
Number of returns with State and local income taxes 470
State and local income taxes amount $1,717,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $258,000
Number of returns with real estate taxes 490
Real estate taxes amount $3,013,000
Number of returns with taxes paid 680
Taxes paid amount $5,270,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $3,224,000
Number of returns with contributions 530
Contributions amount $1,550,000
Number of returns with taxable income 2,300
Taxable income amount $98,647,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $14,552,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $905,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $110,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $178,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 380
Child tax credit amount $525,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $86,000
Number of returns with self-employment tax 260
Self-employment tax amount $1,001,000
Number of returns with total tax payments 2,260
Total tax payments amount $17,528,000
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 80
Additional child tax credit amount $91,000
Number of returns with refundable education credit 110
Refundable education credit amount $92,000
Number of returns with income tax 2,210
Income tax amount [10] $13,646,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $14,771,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $1,720,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [13] $4,135,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $287,000

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

Number of returns 2,180
Number of single returns 1,040
Number of joint returns 980
Number of head of household returns 120
Number of returns with paid preparer's signature 1,120
Number of exemptions 4,160
Number of dependents 1,010
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] 110
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $190,376,000
Number of returns with total income 2,180
Salaries and wages amount $193,029,000
Number of returns with salaries and wages 1,690
Salaries and wages amount $133,457
Number of returns with taxable interest 1,110
Taxable interest amount $1,739
Number of returns with ordinary dividends 850
Ordinary dividends amount $5,835,000
Number of returns with qualified dividends 800
Qualified dividends amount [6] $4,157
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $768
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $5,580,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $4,948,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $10,504,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $14,377,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $471,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $11,373,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,815,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $2,653,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $591,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $525,000
Number of returns with IRA payments 80
IRA payments amount $507,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $57,000
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 990
Total itemized deductions amount $22,106,000
Amount of AGI for itemized returns $87,301,000
Number of returns with State and local income taxes 840
State and local income taxes amount $4,368,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $198,000
Number of returns with real estate taxes 570
Real estate taxes amount $3,798,000
Number of returns with taxes paid 980
Taxes paid amount $8,614,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $4,198,000
Number of returns with contributions 680
Contributions amount $2,115,000
Number of returns with taxable income 2,150
Taxable income amount $139,529,000
Number of returns with income tax before credits 2,130
Income tax before credits amount $22,391,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $964,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $79,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $606,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $935,000
Number of returns with total tax payments 2,120
Total tax payments amount $24,705,000
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 60
Refundable education credit amount $57,000
Number of returns with income tax 2,110
Income tax amount [10] $21,426,000
Number of returns with tax liability 2,130
Total tax liability amount [11] $22,472,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $2,275,000
Number of returns with overpayments refunded 1,350
Overpayments refunded amount [13] $4,082,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $382,000

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

Number of returns 5,640
Number of single returns 1,700
Number of joint returns 3,590
Number of head of household returns 270
Number of returns with paid preparer's signature 2,750
Number of exemptions 13,250
Number of dependents 4,010
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] 250
Number of elderly returns [4] 1,640
Adjust gross income (AGI) [5] $817,695,000
Number of returns with total income 5,640
Salaries and wages amount $828,965,000
Number of returns with salaries and wages 4,710
Salaries and wages amount $613,867
Number of returns with taxable interest 3,730
Taxable interest amount $6,469
Number of returns with ordinary dividends 3,140
Ordinary dividends amount $23,688,000
Number of returns with qualified dividends 2,960
Qualified dividends amount [6] $17,580
Number of returns with state and local income tax refunds 2,170
State and local income tax refunds amount $4,507
Number of returns with business or professional net income (less loss) 930
Business or professional net income (less loss) amount $25,913,000
Number of returns with net capital gain (less loss) 3,030
Net capital gain (less loss) amount $28,474,000
Number of returns with taxable individual retirement arrangements distributions 1,030
Taxable individual retirement arrangements distributions amount $33,843,000
Number of returns with taxable pensions and annuities 1,090
Taxable pensions and annuities amount $43,618,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,393,000
Number of returns with taxable Social Security benefits 1,110
Taxable Social Security benefits amount $28,602,000
Number of returns with partnership/S-corp net income (less loss) 430
Partnership/S-corp net income (less loss) amount $5,992,000
Number of returns with total statutory adjustments 1,450
Total statutory adjustments amount $11,270,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 140
Self-employment retirement plans amount $2,980,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $2,255,000
Number of returns with IRA payments 350
IRA payments amount $2,172,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $120,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $165,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 4,050
Total itemized deductions amount $112,059,000
Amount of AGI for itemized returns $598,482,000
Number of returns with State and local income taxes 3,860
State and local income taxes amount $37,801,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $361,000
Number of returns with real estate taxes 2,510
Real estate taxes amount $21,641,000
Number of returns with taxes paid 4,040
Taxes paid amount $60,995,000
Number of returns with mortgage interest paid 1,860
Mortgage interest paid amount $24,155,000
Number of returns with contributions 3,020
Contributions amount $10,979,000
Number of returns with taxable income 5,630
Taxable income amount $632,489,000
Number of returns with income tax before credits 5,620
Income tax before credits amount $116,939,000
Number of returns with alternative minimum tax 400
Alternative minimum tax amount $914,000
Number of returns with total tax credits 2,360
Total tax credits amount $2,682,000
Number of returns with foreign tax credit 1,300
Foreign tax credit amount $794,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $172,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $341,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 680
Child tax credit amount $745,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $194,000
Number of returns with self-employment tax 750
Self-employment tax amount $3,778,000
Number of returns with total tax payments 5,570
Total tax payments amount $126,879,000
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 240
Refundable education credit amount $213,000
Number of returns with income tax 5,590
Income tax amount [10] $114,258,000
Number of returns with tax liability 5,600
Total tax liability amount [11] $118,378,000
Number of returns with net investment income tax 50
Net investment income tax $43,000
Number of returns with tax due at time of filing 1,930
Tax due at time of filing amount [12] $8,784,000
Number of returns with overpayments refunded 3,430
Overpayments refunded amount [13] $15,371,000
Number of returns with credit to next year’s estimated tax 340
Credited to next year’s estimated tax amount $1,863,000

Adjusted Gross Income: $200,000 or more

Number of returns 8,030
Number of single returns 820
Number of joint returns 6,990
Number of head of household returns 150
Number of returns with paid preparer's signature 3,790
Number of exemptions 24,950
Number of dependents 9,930
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 1,140
Adjust gross income (AGI) [5] $3,766,444,000
Number of returns with total income 8,030
Salaries and wages amount $3,787,811,000
Number of returns with salaries and wages 7,620
Salaries and wages amount $3,039,894
Number of returns with taxable interest 6,890
Taxable interest amount $15,472
Number of returns with ordinary dividends 6,370
Ordinary dividends amount $84,531,000
Number of returns with qualified dividends 6,190
Qualified dividends amount [6] $65,964
Number of returns with state and local income tax refunds 3,680
State and local income tax refunds amount $15,445
Number of returns with business or professional net income (less loss) 1,260
Business or professional net income (less loss) amount $58,927,000
Number of returns with net capital gain (less loss) 6,590
Net capital gain (less loss) amount $382,304,000
Number of returns with taxable individual retirement arrangements distributions 780
Taxable individual retirement arrangements distributions amount $27,728,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $29,910,000
Number of farm returns 0
Number of returns with unemployment compensation 410
Unemployment compensation amount [7] $2,329,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $15,229,000
Number of returns with partnership/S-corp net income (less loss) 1,000
Partnership/S-corp net income (less loss) amount $85,087,000
Number of returns with total statutory adjustments 1,610
Total statutory adjustments amount $21,367,000
Number of returns with educator expenses 130
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 320
Self-employment retirement plans amount $10,013,000
Number of returns with self-employment health insurance deduction 250
Self-employment health insurance deduction amount $3,193,000
Number of returns with IRA payments 60
IRA payments amount $658,000
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 $738,000
Number of returns with itemized deductions 7,890
Total itemized deductions amount $533,235,000
Amount of AGI for itemized returns $3,707,564,000
Number of returns with State and local income taxes 7,840
State and local income taxes amount $328,418,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $177,000
Number of returns with real estate taxes 6,000
Real estate taxes amount $85,229,000
Number of returns with taxes paid 7,890
Taxes paid amount $417,236,000
Number of returns with mortgage interest paid 5,130
Mortgage interest paid amount $93,858,000
Number of returns with contributions 6,460
Contributions amount $47,321,000
Number of returns with taxable income 8,020
Taxable income amount $3,179,558,000
Number of returns with income tax before credits 8,020
Income tax before credits amount $896,712,000
Number of returns with alternative minimum tax 6,220
Alternative minimum tax amount $52,986,000
Number of returns with total tax credits 4,410
Total tax credits amount $13,178,000
Number of returns with foreign tax credit 3,240
Foreign tax credit amount $9,760,000
Number of returns with child and dependent care credit 1,540
Child and dependent care credit amount $700,000
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 260
Residential energy tax credit amount $706,000
Number of returns with self-employment tax 1,070
Self-employment tax amount $7,193,000
Number of returns with total tax payments 8,010
Total tax payments amount $838,029,000
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 8,020
Income tax amount [10] $883,533,000
Number of returns with tax liability 8,030
Total tax liability amount [11] $919,817,000
Number of returns with net investment income tax 5,830
Net investment income tax $15,040,000
Number of returns with tax due at time of filing 5,100
Tax due at time of filing amount [12] $118,060,000
Number of returns with overpayments refunded 2,400
Overpayments refunded amount [13] $22,982,000
Number of returns with credit to next year’s estimated tax 590
Credited to next year’s estimated tax amount $12,667,000

[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.