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ZIP Code Database - Facts & Stats

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ZIP Code 94134 Income Tax Stats

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

ZIP Code 94134 Data

Zip Code:94134
City:San Francisco
State:CA [California]
Counties: SAN FRANCISCO, CA
City Alias(es):San Francisco
Area Code:341 / 415 / 510 / 628
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





94134 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94134 [1] 22,790
Total Number of Single Tax Returns for ZIP Code 94134 7,160
Total Number of Joint Tax Returns for ZIP Code 94134 7,580
Total Number of Dependents for ZIP Code 94134 12,400
Total Adjusted Gross Income for ZIP Code 94134 $1,306,351,000
Average Income per Person for ZIP Code 94134 $32,020
Average Income per Household for ZIP Code 94134 $57,321

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 7,710
Number of single returns 5,070
Number of joint returns 1,560
Number of head of household returns 980
Number of returns with paid preparer's signature 4,520
Number of exemptions 10,910
Number of dependents 2,830
Total number of volunteer prepared returns [5] 660
Number of volunteer income tax assistance (VITA) prepared returns [3] 510
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 210
Number of refund anticipation check returns [3] 530
Number of elderly returns [4] 1,580
Adjust gross income (AGI) [5] $97,154,000
Number of returns with total income 7,710
Salaries and wages amount $99,249,000
Number of returns with salaries and wages 5,810
Salaries and wages amount $74,258
Number of returns with taxable interest 940
Taxable interest amount $578
Number of returns with ordinary dividends 390
Ordinary dividends amount $597,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $356
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $59
Number of returns with business or professional net income (less loss) 1,910
Business or professional net income (less loss) amount $15,519,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $43,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,560,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $5,748,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,280,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $373,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $448,000
Number of returns with total statutory adjustments 1,970
Total statutory adjustments amount $2,095,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $174,000
Number of returns with IRA payments 70
IRA payments amount $266,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $107,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $157,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $6,788,000
Amount of AGI for itemized returns $6,272,000
Number of returns with State and local income taxes 130
State and local income taxes amount $239,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $167,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,336,000
Number of returns with taxes paid 400
Taxes paid amount $1,896,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $2,511,000
Number of returns with contributions 210
Contributions amount $420,000
Number of returns with taxable income 3,170
Taxable income amount $19,567,000
Number of returns with income tax before credits 3,160
Income tax before credits amount $2,087,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $235,000
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 260
Nonrefundable education credit amount $122,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 170
Child tax credit amount $57,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 1,730
Self-employment tax amount $2,350,000
Number of returns with total tax payments 6,690
Total tax payments amount $13,535,000
Number of returns with earned income credit 2,930
Earned income credit amount [8] $5,878,000
Number of returns with excess earned income credit 2,290
Excess earned income credit (refundable) amount [9] $4,814,000
Number of returns with additional child tax credit 1,240
Additional child tax credit amount $1,505,000
Number of returns with refundable education credit 280
Refundable education credit amount $195,000
Number of returns with income tax 2,770
Income tax amount [10] $1,852,000
Number of returns with tax liability 4,140
Total tax liability amount [11] $4,292,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,350
Tax due at time of filing amount [12] $1,244,000
Number of returns with overpayments refunded 5,770
Overpayments refunded amount [13] $10,355,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $96,000

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

Number of returns 6,130
Number of single returns 3,340
Number of joint returns 1,690
Number of head of household returns 980
Number of returns with paid preparer's signature 3,840
Number of exemptions 11,290
Number of dependents 3,530
Total number of volunteer prepared returns [5] 330
Number of volunteer income tax assistance (VITA) prepared returns [3] 270
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 500
Number of elderly returns [4] 1,090
Adjust gross income (AGI) [5] $223,939,000
Number of returns with total income 6,130
Salaries and wages amount $227,133,000
Number of returns with salaries and wages 5,580
Salaries and wages amount $196,610
Number of returns with taxable interest 1,110
Taxable interest amount $573
Number of returns with ordinary dividends 440
Ordinary dividends amount $652,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $452
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $288
Number of returns with business or professional net income (less loss) 950
Business or professional net income (less loss) amount $11,493,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $243,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,109,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $9,147,000
Number of farm returns 0
Number of returns with unemployment compensation 380
Unemployment compensation amount [7] $1,797,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $3,689,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $544,000
Number of returns with total statutory adjustments 1,400
Total statutory adjustments amount $3,194,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $259,000
Number of returns with IRA payments 280
IRA payments amount $1,502,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $290,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 900
Total itemized deductions amount $17,416,000
Amount of AGI for itemized returns $34,383,000
Number of returns with State and local income taxes 510
State and local income taxes amount $837,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $463,000
Number of returns with real estate taxes 640
Real estate taxes amount $3,707,000
Number of returns with taxes paid 900
Taxes paid amount $5,257,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $6,507,000
Number of returns with contributions 610
Contributions amount $1,516,000
Number of returns with taxable income 5,860
Taxable income amount $117,595,000
Number of returns with income tax before credits 5,860
Income tax before credits amount $14,974,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,040
Total tax credits amount $1,690,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $325,000
Number of returns with retirement savings contribution credit 670
Retirement savings contribution credit amount $205,000
Number of returns with child tax credit 1,130
Child tax credit amount $1,026,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 810
Self-employment tax amount $1,816,000
Number of returns with total tax payments 5,970
Total tax payments amount $24,862,000
Number of returns with earned income credit 1,240
Earned income credit amount [8] $2,725,000
Number of returns with excess earned income credit 950
Excess earned income credit (refundable) amount [9] $2,080,000
Number of returns with additional child tax credit 850
Additional child tax credit amount $1,099,000
Number of returns with refundable education credit 250
Refundable education credit amount $176,000
Number of returns with income tax 5,070
Income tax amount [10] $13,284,000
Number of returns with tax liability 5,360
Total tax liability amount [11] $15,214,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $1,929,000
Number of returns with overpayments refunded 4,910
Overpayments refunded amount [13] $11,379,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $78,000

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

Number of returns 3,700
Number of single returns 1,830
Number of joint returns 1,250
Number of head of household returns 520
Number of returns with paid preparer's signature 2,180
Number of exemptions 7,220
Number of dependents 2,270
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 230
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $225,687,000
Number of returns with total income 3,700
Salaries and wages amount $229,201,000
Number of returns with salaries and wages 3,370
Salaries and wages amount $195,252
Number of returns with taxable interest 1,190
Taxable interest amount $667
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,072,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $762
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $579
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $7,971,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $738,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,629,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $11,302,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $909,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $6,522,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,407,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $3,514,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $260,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $348,000
Number of returns with IRA payments 260
IRA payments amount $1,844,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $310,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,050
Total itemized deductions amount $22,723,000
Amount of AGI for itemized returns $65,476,000
Number of returns with State and local income taxes 840
State and local income taxes amount $2,293,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $347,000
Number of returns with real estate taxes 790
Real estate taxes amount $5,025,000
Number of returns with taxes paid 1,050
Taxes paid amount $8,008,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $8,197,000
Number of returns with contributions 760
Contributions amount $1,845,000
Number of returns with taxable income 3,670
Taxable income amount $150,403,000
Number of returns with income tax before credits 3,680
Income tax before credits amount $22,343,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,200
Total tax credits amount $1,566,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $70,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $268,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 750
Child tax credit amount $1,066,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $69,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,288,000
Number of returns with total tax payments 3,640
Total tax payments amount $26,526,000
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 110
Additional child tax credit amount $136,000
Number of returns with refundable education credit 180
Refundable education credit amount $142,000
Number of returns with income tax 3,570
Income tax amount [10] $20,777,000
Number of returns with tax liability 3,600
Total tax liability amount [11] $22,086,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,020
Tax due at time of filing amount [12] $2,383,000
Number of returns with overpayments refunded 2,630
Overpayments refunded amount [13] $6,582,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $103,000

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

Number of returns 1,960
Number of single returns 810
Number of joint returns 940
Number of head of household returns 170
Number of returns with paid preparer's signature 1,240
Number of exemptions 4,140
Number of dependents 1,240
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 470
Adjust gross income (AGI) [5] $169,113,000
Number of returns with total income 1,960
Salaries and wages amount $171,048,000
Number of returns with salaries and wages 1,770
Salaries and wages amount $139,777
Number of returns with taxable interest 910
Taxable interest amount $589
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,446,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $1,065
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $751
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,361,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,887,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,903,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $11,553,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $560,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $5,566,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,572,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,935,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $211,000
Number of returns with IRA payments 140
IRA payments amount $1,056,000
Number of returns with student loan interest deduction 80
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 1,000
Total itemized deductions amount $21,621,000
Amount of AGI for itemized returns $87,470,000
Number of returns with State and local income taxes 910
State and local income taxes amount $4,406,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $163,000
Number of returns with real estate taxes 710
Real estate taxes amount $4,624,000
Number of returns with taxes paid 1,000
Taxes paid amount $9,533,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $7,278,000
Number of returns with contributions 720
Contributions amount $1,636,000
Number of returns with taxable income 1,960
Taxable income amount $120,887,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $19,405,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $969,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $74,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $617,000
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 $730,000
Number of returns with total tax payments 1,940
Total tax payments amount $21,729,000
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 110
Refundable education credit amount $89,000
Number of returns with income tax 1,940
Income tax amount [10] $18,436,000
Number of returns with tax liability 1,940
Total tax liability amount [11] $19,280,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $1,808,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $4,113,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $122,000

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

Number of returns 2,540
Number of single returns 780
Number of joint returns 1,570
Number of head of household returns 150
Number of returns with paid preparer's signature 1,540
Number of exemptions 6,020
Number of dependents 1,910
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] 570
Adjust gross income (AGI) [5] $345,090,000
Number of returns with total income 2,540
Salaries and wages amount $348,579,000
Number of returns with salaries and wages 2,320
Salaries and wages amount $278,246
Number of returns with taxable interest 1,520
Taxable interest amount $1,391
Number of returns with ordinary dividends 890
Ordinary dividends amount $3,958,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $3,216
Number of returns with state and local income tax refunds 1,140
State and local income tax refunds amount $2,099
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $10,217,000
Number of returns with net capital gain (less loss) 860
Net capital gain (less loss) amount $8,702,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $4,083,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $20,175,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $923,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $8,435,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $5,893,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $3,489,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $466,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $443,000
Number of returns with IRA payments 170
IRA payments amount $1,094,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $112,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,960
Total itemized deductions amount $54,552,000
Amount of AGI for itemized returns $270,569,000
Number of returns with State and local income taxes 1,910
State and local income taxes amount $16,338,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $131,000
Number of returns with real estate taxes 1,420
Real estate taxes amount $10,303,000
Number of returns with taxes paid 1,960
Taxes paid amount $27,383,000
Number of returns with mortgage interest paid 1,270
Mortgage interest paid amount $17,082,000
Number of returns with contributions 1,460
Contributions amount $4,242,000
Number of returns with taxable income 2,540
Taxable income amount $258,948,000
Number of returns with income tax before credits 2,540
Income tax before credits amount $47,302,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $326,000
Number of returns with total tax credits 900
Total tax credits amount $1,207,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $122,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $149,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $204,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $498,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $101,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,628,000
Number of returns with total tax payments 2,520
Total tax payments amount $51,203,000
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 140
Refundable education credit amount $123,000
Number of returns with income tax 2,530
Income tax amount [10] $46,096,000
Number of returns with tax liability 2,540
Total tax liability amount [11] $47,915,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $4,493,000
Number of returns with overpayments refunded 1,630
Overpayments refunded amount [13] $7,287,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $412,000

Adjusted Gross Income: $200,000 or more

Number of returns 750
Number of single returns 150
Number of joint returns 570
Number of head of household returns 40
Number of returns with paid preparer's signature 450
Number of exemptions 1,940
Number of dependents 620
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] 20
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $245,368,000
Number of returns with total income 750
Salaries and wages amount $247,302,000
Number of returns with salaries and wages 700
Salaries and wages amount $173,453
Number of returns with taxable interest 570
Taxable interest amount $1,062
Number of returns with ordinary dividends 420
Ordinary dividends amount $2,729,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $2,083
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $1,037
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $8,046,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $24,681,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,060,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $7,066,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $257,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,993,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $19,797,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $1,934,000
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 $722,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $328,000
Number of returns with IRA payments 20
IRA payments amount $197,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 730
Total itemized deductions amount $38,007,000
Amount of AGI for itemized returns $235,897,000
Number of returns with State and local income taxes 710
State and local income taxes amount $18,887,000
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 590
Real estate taxes amount $5,757,000
Number of returns with taxes paid 730
Taxes paid amount $24,997,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $9,317,000
Number of returns with contributions 600
Contributions amount $2,653,000
Number of returns with taxable income 750
Taxable income amount $200,810,000
Number of returns with income tax before credits 750
Income tax before credits amount $51,100,000
Number of returns with alternative minimum tax 520
Alternative minimum tax amount $3,166,000
Number of returns with total tax credits 290
Total tax credits amount $655,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $262,000
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 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $924,000
Number of returns with total tax payments 740
Total tax payments amount $46,920,000
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 750
Income tax amount [10] $49,734,000
Number of returns with tax liability 750
Total tax liability amount [11] $51,808,000
Number of returns with net investment income tax 400
Net investment income tax $665,000
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $8,002,000
Number of returns with overpayments refunded 280
Overpayments refunded amount [13] $2,118,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $906,000

[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.