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ZIP Code Database - Facts & Stats

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ZIP Code 94404 Income Tax Stats

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

ZIP Code 94404 Data

Zip Code:94404
City:San Mateo
State:CA [California]
Counties: SAN MATEO, CA
City Alias(es):San Mateo
Area Code:650
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





94404 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94404 [1] 17,570
Total Number of Single Tax Returns for ZIP Code 94404 4,950
Total Number of Joint Tax Returns for ZIP Code 94404 8,150
Total Number of Dependents for ZIP Code 94404 9,110
Total Adjusted Gross Income for ZIP Code 94404 $2,969,148,000
Average Income per Person for ZIP Code 94404 $87,977
Average Income per Household for ZIP Code 94404 $168,990

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


Adjusted Gross Income: 1 under $25,000

Number of returns 2,850
Number of single returns 2,330
Number of joint returns 330
Number of head of household returns 120
Number of returns with paid preparer's signature 1,250
Number of exemptions 2,650
Number of dependents 350
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $31,254,000
Number of returns with total income 2,850
Salaries and wages amount $32,438,000
Number of returns with salaries and wages 1,870
Salaries and wages amount $22,052
Number of returns with taxable interest 770
Taxable interest amount $884
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,534,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $1,028
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $107
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $4,390,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $772,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,750,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,638,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $457,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $378,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($393,000)
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,184,000
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 80
Self-employment health insurance deduction amount $353,000
Number of returns with IRA payments 30
IRA payments amount $136,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $68,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $156,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $7,304,000
Amount of AGI for itemized returns $4,334,000
Number of returns with State and local income taxes 100
State and local income taxes amount $338,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $129,000
Number of returns with real estate taxes 240
Real estate taxes amount $1,728,000
Number of returns with taxes paid 310
Taxes paid amount $2,286,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,931,000
Number of returns with contributions 210
Contributions amount $271,000
Number of returns with taxable income 1,290
Taxable income amount $8,119,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $851,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 310
Total tax credits amount $121,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $21,000
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 520
Self-employment tax amount $727,000
Number of returns with total tax payments 2,200
Total tax payments amount $3,473,000
Number of returns with earned income credit 430
Earned income credit amount [8] $559,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $363,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $125,000
Number of returns with refundable education credit 140
Refundable education credit amount $111,000
Number of returns with income tax 1,060
Income tax amount [10] $730,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $1,498,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $481,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [13] $2,236,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $78,000

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

Number of returns 1,860
Number of single returns 1,310
Number of joint returns 370
Number of head of household returns 130
Number of returns with paid preparer's signature 900
Number of exemptions 2,610
Number of dependents 430
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $68,945,000
Number of returns with total income 1,860
Salaries and wages amount $70,725,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $46,870
Number of returns with taxable interest 650
Taxable interest amount $1,058
Number of returns with ordinary dividends 500
Ordinary dividends amount $2,103,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $1,345
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $181
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $5,624,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,088,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,163,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $5,525,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $394,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $3,368,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $650,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,780,000
Number of returns with educator expenses 40
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 90
Self-employment health insurance deduction amount $423,000
Number of returns with IRA payments 80
IRA payments amount $400,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $175,000
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 470
Total itemized deductions amount $10,011,000
Amount of AGI for itemized returns $17,850,000
Number of returns with State and local income taxes 220
State and local income taxes amount $538,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $218,000
Number of returns with real estate taxes 350
Real estate taxes amount $2,204,000
Number of returns with taxes paid 470
Taxes paid amount $3,065,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,266,000
Number of returns with contributions 350
Contributions amount $618,000
Number of returns with taxable income 1,750
Taxable income amount $38,801,000
Number of returns with income tax before credits 1,720
Income tax before credits amount $4,871,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $395,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $173,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 160
Child tax credit amount $138,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $4,000
Number of returns with self-employment tax 290
Self-employment tax amount $916,000
Number of returns with total tax payments 1,680
Total tax payments amount $7,237,000
Number of returns with earned income credit 120
Earned income credit amount [8] $222,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [9] $134,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $106,000
Number of returns with refundable education credit 100
Refundable education credit amount $81,000
Number of returns with income tax 1,600
Income tax amount [10] $4,475,000
Number of returns with tax liability 1,680
Total tax liability amount [11] $5,440,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,006,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $2,630,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $146,000

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

Number of returns 1,820
Number of single returns 1,240
Number of joint returns 390
Number of head of household returns 150
Number of returns with paid preparer's signature 940
Number of exemptions 2,680
Number of dependents 480
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] 130
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $113,788,000
Number of returns with total income 1,820
Salaries and wages amount $116,067,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $81,574
Number of returns with taxable interest 750
Taxable interest amount $1,036
Number of returns with ordinary dividends 600
Ordinary dividends amount $2,788,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $1,809
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $387
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $6,045,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $2,199,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,715,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,556,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $399,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $7,047,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,078,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $2,279,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $357,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $621,000
Number of returns with IRA payments 70
IRA payments amount $378,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $209,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 650
Total itemized deductions amount $14,538,000
Amount of AGI for itemized returns $41,192,000
Number of returns with State and local income taxes 470
State and local income taxes amount $1,625,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $219,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,791,000
Number of returns with taxes paid 650
Taxes paid amount $4,853,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,497,000
Number of returns with contributions 500
Contributions amount $1,118,000
Number of returns with taxable income 1,790
Taxable income amount $79,824,000
Number of returns with income tax before credits 1,780
Income tax before credits amount $12,178,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $503,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $76,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $112,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 200
Child tax credit amount $267,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $985,000
Number of returns with total tax payments 1,750
Total tax payments amount $14,614,000
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 $32,000
Number of returns with refundable education credit 60
Refundable education credit amount $55,000
Number of returns with income tax 1,750
Income tax amount [10] $11,676,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $12,734,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $1,518,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $3,011,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $362,000

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

Number of returns 1,690
Number of single returns 950
Number of joint returns 580
Number of head of household returns 120
Number of returns with paid preparer's signature 870
Number of exemptions 2,830
Number of dependents 560
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 100
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $148,296,000
Number of returns with total income 1,690
Salaries and wages amount $150,331,000
Number of returns with salaries and wages 1,330
Salaries and wages amount $105,241
Number of returns with taxable interest 830
Taxable interest amount $1,196
Number of returns with ordinary dividends 680
Ordinary dividends amount $3,960,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $2,823
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $629
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $5,270,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $3,393,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $5,767,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $11,994,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $459,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $9,069,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,558,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $2,035,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $341,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $543,000
Number of returns with IRA payments 60
IRA payments amount $400,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $62,000
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 950
Total itemized deductions amount $20,413,000
Amount of AGI for itemized returns $84,348,000
Number of returns with State and local income taxes 810
State and local income taxes amount $4,512,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $192,000
Number of returns with real estate taxes 580
Real estate taxes amount $3,633,000
Number of returns with taxes paid 950
Taxes paid amount $8,556,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $5,193,000
Number of returns with contributions 690
Contributions amount $1,676,000
Number of returns with taxable income 1,680
Taxable income amount $109,699,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $18,230,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $600,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $127,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $72,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $300,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $930,000
Number of returns with total tax payments 1,650
Total tax payments amount $20,243,000
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 50
Refundable education credit amount $36,000
Number of returns with income tax 1,660
Income tax amount [10] $17,630,000
Number of returns with tax liability 1,670
Total tax liability amount [11] $18,666,000
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] $2,156,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $3,371,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $320,000

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

Number of returns 4,770
Number of single returns 1,740
Number of joint returns 2,670
Number of head of household returns 270
Number of returns with paid preparer's signature 2,320
Number of exemptions 10,150
Number of dependents 2,710
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] 1,260
Adjust gross income (AGI) [5] $690,092,000
Number of returns with total income 4,770
Salaries and wages amount $699,086,000
Number of returns with salaries and wages 4,150
Salaries and wages amount $539,226
Number of returns with taxable interest 2,870
Taxable interest amount $4,322
Number of returns with ordinary dividends 2,370
Ordinary dividends amount $14,085,000
Number of returns with qualified dividends 2,240
Qualified dividends amount [6] $10,407
Number of returns with state and local income tax refunds 1,950
State and local income tax refunds amount $4,031
Number of returns with business or professional net income (less loss) 760
Business or professional net income (less loss) amount $20,582,000
Number of returns with net capital gain (less loss) 2,250
Net capital gain (less loss) amount $16,798,000
Number of returns with taxable individual retirement arrangements distributions 690
Taxable individual retirement arrangements distributions amount $20,487,000
Number of returns with taxable pensions and annuities 900
Taxable pensions and annuities amount $39,302,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [7] $1,252,000
Number of returns with taxable Social Security benefits 870
Taxable Social Security benefits amount $21,843,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $8,295,000
Number of returns with total statutory adjustments 1,200
Total statutory adjustments amount $8,994,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $2,271,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $1,838,000
Number of returns with IRA payments 220
IRA payments amount $1,362,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $138,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $130,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,680
Total itemized deductions amount $99,758,000
Amount of AGI for itemized returns $539,064,000
Number of returns with State and local income taxes 3,510
State and local income taxes amount $35,071,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $352,000
Number of returns with real estate taxes 2,210
Real estate taxes amount $17,740,000
Number of returns with taxes paid 3,680
Taxes paid amount $54,284,000
Number of returns with mortgage interest paid 1,820
Mortgage interest paid amount $25,025,000
Number of returns with contributions 2,670
Contributions amount $7,936,000
Number of returns with taxable income 4,770
Taxable income amount $536,344,000
Number of returns with income tax before credits 4,760
Income tax before credits amount $102,583,000
Number of returns with alternative minimum tax 380
Alternative minimum tax amount $1,014,000
Number of returns with total tax credits 1,700
Total tax credits amount $1,923,000
Number of returns with foreign tax credit 950
Foreign tax credit amount $727,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $164,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $209,000
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 $396,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $120,000
Number of returns with self-employment tax 600
Self-employment tax amount $3,163,000
Number of returns with total tax payments 4,730
Total tax payments amount $110,925,000
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 $130,000
Number of returns with income tax 4,740
Income tax amount [10] $100,660,000
Number of returns with tax liability 4,750
Total tax liability amount [11] $104,109,000
Number of returns with net investment income tax 60
Net investment income tax $27,000
Number of returns with tax due at time of filing 1,620
Tax due at time of filing amount [12] $8,155,000
Number of returns with overpayments refunded 2,940
Overpayments refunded amount [13] $13,271,000
Number of returns with credit to next year’s estimated tax 250
Credited to next year’s estimated tax amount $1,560,000

Adjusted Gross Income: $200,000 or more

Number of returns 4,580
Number of single returns 610
Number of joint returns 3,810
Number of head of household returns 130
Number of returns with paid preparer's signature 2,420
Number of exemptions 12,970
Number of dependents 4,580
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] 70
Number of elderly returns [4] 870
Adjust gross income (AGI) [5] $1,916,773,000
Number of returns with total income 4,580
Salaries and wages amount $1,937,006,000
Number of returns with salaries and wages 4,270
Salaries and wages amount $1,463,695
Number of returns with taxable interest 3,740
Taxable interest amount $13,641
Number of returns with ordinary dividends 3,390
Ordinary dividends amount $41,481,000
Number of returns with qualified dividends 3,300
Qualified dividends amount [6] $31,775
Number of returns with state and local income tax refunds 2,020
State and local income tax refunds amount $8,267
Number of returns with business or professional net income (less loss) 850
Business or professional net income (less loss) amount $52,434,000
Number of returns with net capital gain (less loss) 3,340
Net capital gain (less loss) amount $211,721,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $18,368,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $28,488,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [7] $1,623,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $13,082,000
Number of returns with partnership/S-corp net income (less loss) 740
Partnership/S-corp net income (less loss) amount $59,020,000
Number of returns with total statutory adjustments 1,060
Total statutory adjustments amount $20,233,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 220
Self-employment retirement plans amount $8,256,000
Number of returns with self-employment health insurance deduction 250
Self-employment health insurance deduction amount $3,280,000
Number of returns with IRA payments 70
IRA payments amount $561,000
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 $384,000
Number of returns with itemized deductions 4,490
Total itemized deductions amount $288,220,000
Amount of AGI for itemized returns $1,883,272,000
Number of returns with State and local income taxes 4,440
State and local income taxes amount $165,303,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $98,000
Number of returns with real estate taxes 3,210
Real estate taxes amount $39,750,000
Number of returns with taxes paid 4,490
Taxes paid amount $207,268,000
Number of returns with mortgage interest paid 2,850
Mortgage interest paid amount $52,136,000
Number of returns with contributions 3,610
Contributions amount $34,960,000
Number of returns with taxable income 4,580
Taxable income amount $1,594,296,000
Number of returns with income tax before credits 4,580
Income tax before credits amount $436,254,000
Number of returns with alternative minimum tax 3,540
Alternative minimum tax amount $28,904,000
Number of returns with total tax credits 2,250
Total tax credits amount $7,143,000
Number of returns with foreign tax credit 1,590
Foreign tax credit amount $5,561,000
Number of returns with child and dependent care credit 800
Child and dependent care credit amount $380,000
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 90
Residential energy tax credit amount $132,000
Number of returns with self-employment tax 710
Self-employment tax amount $5,377,000
Number of returns with total tax payments 4,560
Total tax payments amount $427,653,000
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 4,580
Income tax amount [10] $429,110,000
Number of returns with tax liability 4,580
Total tax liability amount [11] $448,003,000
Number of returns with net investment income tax 3,020
Net investment income tax $7,760,000
Number of returns with tax due at time of filing 2,770
Tax due at time of filing amount [12] $51,743,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [13] $12,455,000
Number of returns with credit to next year’s estimated tax 410
Credited to next year’s estimated tax amount $11,900,000

[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.