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ZIP Code Database - Facts & Stats

ZIP Code 94303 Income Tax Stats

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

ZIP Code 94303 Data

Zip Code:94303
City:Palo Alto
State:CA [California]
Counties: SANTA CLARA, CA
City Alias(es):Palo Alto
Area Code:669
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


94303 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94303 [1] 22,390
Total Number of Single Tax Returns for ZIP Code 94303 5,380
Total Number of Joint Tax Returns for ZIP Code 94303 7,980
Total Number of Dependents for ZIP Code 94303 19,930
Total Adjusted Gross Income for ZIP Code 94303 $4,188,642,000
Average Income per Person for ZIP Code 94303 $92,125
Average Income per Household for ZIP Code 94303 $187,076

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 6,140
Number of single returns 4,490
Number of joint returns 600
Number of head of household returns 970
Number of returns with paid preparer's signature 3,630
Number of exemptions 8,370
Number of dependents 2,990
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 140
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 620
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $77,063,000
Number of returns with total income 6,140
Salaries and wages amount $78,720,000
Number of returns with salaries and wages 4,720
Salaries and wages amount $61,624
Number of returns with taxable interest 780
Taxable interest amount $578
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,230,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $805
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $76
Number of returns with business or professional net income (less loss) 1,280
Business or professional net income (less loss) amount $11,874,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $741,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,392,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,544,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $614,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $251,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $66,000
Number of returns with total statutory adjustments 1,390
Total statutory adjustments amount $1,657,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $164,000
Number of returns with IRA payments 40
IRA payments amount $152,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $81,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $203,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $7,443,000
Amount of AGI for itemized returns $5,565,000
Number of returns with State and local income taxes 120
State and local income taxes amount $281,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $145,000
Number of returns with real estate taxes 260
Real estate taxes amount $1,597,000
Number of returns with taxes paid 380
Taxes paid amount $2,126,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $2,250,000
Number of returns with contributions 220
Contributions amount $400,000
Number of returns with taxable income 2,860
Taxable income amount $17,134,000
Number of returns with income tax before credits 2,760
Income tax before credits amount $1,818,000
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 $261,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $132,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 270
Child tax credit amount $87,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,220
Self-employment tax amount $1,839,000
Number of returns with total tax payments 5,270
Total tax payments amount $11,096,000
Number of returns with earned income credit 1,640
Earned income credit amount [8] $4,091,000
Number of returns with excess earned income credit 1,360
Excess earned income credit (refundable) amount [9] $3,420,000
Number of returns with additional child tax credit 1,210
Additional child tax credit amount $1,475,000
Number of returns with refundable education credit 270
Refundable education credit amount $183,000
Number of returns with income tax 2,290
Income tax amount [10] $1,557,000
Number of returns with tax liability 3,280
Total tax liability amount [11] $3,479,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,000
Tax due at time of filing amount [12] $1,103,000
Number of returns with overpayments refunded 4,690
Overpayments refunded amount [13] $8,610,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $61,000

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

Number of returns 5,250
Number of single returns 2,590
Number of joint returns 1,060
Number of head of household returns 1,500
Number of returns with paid preparer's signature 3,460
Number of exemptions 11,770
Number of dependents 5,510
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 580
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $192,180,000
Number of returns with total income 5,250
Salaries and wages amount $194,223,000
Number of returns with salaries and wages 4,750
Salaries and wages amount $168,313
Number of returns with taxable interest 720
Taxable interest amount $520
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,761,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,195
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $231
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $10,558,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,357,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,304,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $4,558,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $740,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $2,378,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($11,000)
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $2,043,000
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 80
Self-employment health insurance deduction amount $400,000
Number of returns with IRA payments 70
IRA payments amount $309,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $211,000
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 750
Total itemized deductions amount $15,922,000
Amount of AGI for itemized returns $28,535,000
Number of returns with State and local income taxes 400
State and local income taxes amount $1,021,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $310,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,882,000
Number of returns with taxes paid 750
Taxes paid amount $4,486,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $4,757,000
Number of returns with contributions 520
Contributions amount $1,479,000
Number of returns with taxable income 4,940
Taxable income amount $94,182,000
Number of returns with income tax before credits 4,920
Income tax before credits amount $11,675,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,200
Total tax credits amount $2,032,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $387,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $73,000
Number of returns with child tax credit 1,520
Child tax credit amount $1,462,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 610
Self-employment tax amount $1,707,000
Number of returns with total tax payments 5,080
Total tax payments amount $21,238,000
Number of returns with earned income credit 1,040
Earned income credit amount [8] $2,098,000
Number of returns with excess earned income credit 800
Excess earned income credit (refundable) amount [9] $1,638,000
Number of returns with additional child tax credit 1,130
Additional child tax credit amount $1,618,000
Number of returns with refundable education credit 260
Refundable education credit amount $180,000
Number of returns with income tax 3,910
Income tax amount [10] $9,643,000
Number of returns with tax liability 4,180
Total tax liability amount [11] $11,386,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $1,722,000
Number of returns with overpayments refunded 4,260
Overpayments refunded amount [13] $11,237,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $152,000

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

Number of returns 2,920
Number of single returns 1,360
Number of joint returns 920
Number of head of household returns 570
Number of returns with paid preparer's signature 1,810
Number of exemptions 6,860
Number of dependents 3,030
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 260
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $178,247,000
Number of returns with total income 2,920
Salaries and wages amount $180,046,000
Number of returns with salaries and wages 2,590
Salaries and wages amount $149,197
Number of returns with taxable interest 800
Taxable interest amount $807
Number of returns with ordinary dividends 450
Ordinary dividends amount $2,414,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,651
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $516
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $5,572,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $2,117,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,586,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,003,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $476,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $5,275,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $670,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,799,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $647,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $350,000
Number of returns with IRA payments 60
IRA payments amount $341,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $277,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $66,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $20,212,000
Amount of AGI for itemized returns $53,882,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,105,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $252,000
Number of returns with real estate taxes 590
Real estate taxes amount $3,631,000
Number of returns with taxes paid 860
Taxes paid amount $6,350,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $5,793,000
Number of returns with contributions 660
Contributions amount $2,083,000
Number of returns with taxable income 2,870
Taxable income amount $113,205,000
Number of returns with income tax before credits 2,860
Income tax before credits amount $16,438,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $37,000
Number of returns with total tax credits 1,190
Total tax credits amount $1,794,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $61,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $199,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 890
Child tax credit amount $1,396,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $83,000
Number of returns with self-employment tax 340
Self-employment tax amount $938,000
Number of returns with total tax payments 2,830
Total tax payments amount $20,090,000
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 170
Additional child tax credit amount $223,000
Number of returns with refundable education credit 130
Refundable education credit amount $107,000
Number of returns with income tax 2,680
Income tax amount [10] $14,644,000
Number of returns with tax liability 2,730
Total tax liability amount [11] $15,622,000
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] $1,941,000
Number of returns with overpayments refunded 2,140
Overpayments refunded amount [13] $6,081,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $154,000

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

Number of returns 1,630
Number of single returns 690
Number of joint returns 740
Number of head of household returns 180
Number of returns with paid preparer's signature 1,010
Number of exemptions 4,010
Number of dependents 1,640
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] 120
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $140,691,000
Number of returns with total income 1,630
Salaries and wages amount $142,199,000
Number of returns with salaries and wages 1,390
Salaries and wages amount $109,719
Number of returns with taxable interest 680
Taxable interest amount $690
Number of returns with ordinary dividends 460
Ordinary dividends amount $3,397,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $2,352
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $625
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,591,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $3,497,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,257,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $7,373,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $405,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,463,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $973,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,508,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $251,000
Number of returns with IRA payments 30
IRA payments amount $152,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $66,000
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 830
Total itemized deductions amount $20,333,000
Amount of AGI for itemized returns $72,650,000
Number of returns with State and local income taxes 700
State and local income taxes amount $3,332,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $226,000
Number of returns with real estate taxes 540
Real estate taxes amount $3,523,000
Number of returns with taxes paid 830
Taxes paid amount $7,417,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $5,363,000
Number of returns with contributions 650
Contributions amount $2,277,000
Number of returns with taxable income 1,620
Taxable income amount $96,728,000
Number of returns with income tax before credits 1,600
Income tax before credits amount $15,355,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $1,205,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $157,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $107,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 470
Child tax credit amount $820,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $809,000
Number of returns with total tax payments 1,590
Total tax payments amount $17,677,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $31,000
Number of returns with refundable education credit 80
Refundable education credit amount $57,000
Number of returns with income tax 1,560
Income tax amount [10] $14,150,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $15,048,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,550,000
Number of returns with overpayments refunded 1,100
Overpayments refunded amount [13] $3,811,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $199,000

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

Number of returns 2,740
Number of single returns 900
Number of joint returns 1,590
Number of head of household returns 190
Number of returns with paid preparer's signature 1,480
Number of exemptions 6,620
Number of dependents 2,300
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] 150
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $386,413,000
Number of returns with total income 2,740
Salaries and wages amount $392,151,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $269,821
Number of returns with taxable interest 1,720
Taxable interest amount $2,949
Number of returns with ordinary dividends 1,330
Ordinary dividends amount $14,814,000
Number of returns with qualified dividends 1,260
Qualified dividends amount [6] $10,880
Number of returns with state and local income tax refunds 1,160
State and local income tax refunds amount $2,520
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $15,238,000
Number of returns with net capital gain (less loss) 1,280
Net capital gain (less loss) amount $15,618,000
Number of returns with taxable individual retirement arrangements distributions 560
Taxable individual retirement arrangements distributions amount $18,420,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $24,822,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $703,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $16,104,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $3,991,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $5,738,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,631,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,421,000
Number of returns with IRA payments 130
IRA payments amount $869,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $96,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,190
Total itemized deductions amount $70,461,000
Amount of AGI for itemized returns $313,803,000
Number of returns with State and local income taxes 2,050
State and local income taxes amount $18,923,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $345,000
Number of returns with real estate taxes 1,470
Real estate taxes amount $14,202,000
Number of returns with taxes paid 2,180
Taxes paid amount $34,130,000
Number of returns with mortgage interest paid 1,140
Mortgage interest paid amount $16,203,000
Number of returns with contributions 1,700
Contributions amount $7,582,000
Number of returns with taxable income 2,720
Taxable income amount $283,608,000
Number of returns with income tax before credits 2,710
Income tax before credits amount $52,022,000
Number of returns with alternative minimum tax 250
Alternative minimum tax amount $770,000
Number of returns with total tax credits 1,170
Total tax credits amount $1,470,000
Number of returns with foreign tax credit 590
Foreign tax credit amount $269,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $216,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 390
Child tax credit amount $541,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $87,000
Number of returns with self-employment tax 430
Self-employment tax amount $2,353,000
Number of returns with total tax payments 2,690
Total tax payments amount $57,860,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 160
Refundable education credit amount $137,000
Number of returns with income tax 2,690
Income tax amount [10] $50,551,000
Number of returns with tax liability 2,710
Total tax liability amount [11] $53,103,000
Number of returns with net investment income tax 30
Net investment income tax $9,000
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [12] $5,432,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $8,375,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $1,664,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,710
Number of single returns 470
Number of joint returns 3,070
Number of head of household returns 120
Number of returns with paid preparer's signature 2,030
Number of exemptions 11,250
Number of dependents 4,460
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] 60
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $3,214,048,000
Number of returns with total income 3,710
Salaries and wages amount $3,236,575,000
Number of returns with salaries and wages 3,310
Salaries and wages amount $1,662,162
Number of returns with taxable interest 3,240
Taxable interest amount $98,201
Number of returns with ordinary dividends 2,960
Ordinary dividends amount $232,132,000
Number of returns with qualified dividends 2,870
Qualified dividends amount [6] $202,056
Number of returns with state and local income tax refunds 1,670
State and local income tax refunds amount $19,681
Number of returns with business or professional net income (less loss) 950
Business or professional net income (less loss) amount $52,722,000
Number of returns with net capital gain (less loss) 3,060
Net capital gain (less loss) amount $825,436,000
Number of returns with taxable individual retirement arrangements distributions 560
Taxable individual retirement arrangements distributions amount $31,438,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $23,986,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $946,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $14,798,000
Number of returns with partnership/S-corp net income (less loss) 790
Partnership/S-corp net income (less loss) amount $192,696,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $22,527,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 280
Self-employment retirement plans amount $10,895,000
Number of returns with self-employment health insurance deduction 240
Self-employment health insurance deduction amount $3,568,000
Number of returns with IRA payments 60
IRA payments amount $558,000
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 $280,000
Number of returns with itemized deductions 3,650
Total itemized deductions amount $756,663,000
Amount of AGI for itemized returns $3,179,365,000
Number of returns with State and local income taxes 3,610
State and local income taxes amount $348,124,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $88,000
Number of returns with real estate taxes 2,950
Real estate taxes amount $64,683,000
Number of returns with taxes paid 3,650
Taxes paid amount $413,585,000
Number of returns with mortgage interest paid 2,360
Mortgage interest paid amount $48,293,000
Number of returns with contributions 3,230
Contributions amount $275,623,000
Number of returns with taxable income 3,710
Taxable income amount $2,439,886,000
Number of returns with income tax before credits 3,710
Income tax before credits amount $732,601,000
Number of returns with alternative minimum tax 2,710
Alternative minimum tax amount $53,852,000
Number of returns with total tax credits 2,140
Total tax credits amount $21,573,000
Number of returns with foreign tax credit 1,670
Foreign tax credit amount $18,718,000
Number of returns with child and dependent care credit 570
Child and dependent care credit amount $270,000
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 80
Residential energy tax credit amount $312,000
Number of returns with self-employment tax 830
Self-employment tax amount $8,162,000
Number of returns with total tax payments 3,690
Total tax payments amount $806,483,000
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 3,700
Income tax amount [10] $711,058,000
Number of returns with tax liability 3,710
Total tax liability amount [11] $764,547,000
Number of returns with net investment income tax 2,770
Net investment income tax $34,911,000
Number of returns with tax due at time of filing 2,090
Tax due at time of filing amount [12] $78,926,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $20,336,000
Number of returns with credit to next year’s estimated tax 570
Credited to next year’s estimated tax amount $137,696,000

[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.