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ZIP Code Database - Facts & Stats

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ZIP Code 94605 Income Tax Stats

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

ZIP Code 94605 Data

Zip Code:94605
City:Oakland
State:CA [California]
Counties: ALAMEDA, CA
City Alias(es):Oakland
Area Code:341 / 510
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


94605 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94605 [1] 20,840
Total Number of Single Tax Returns for ZIP Code 94605 4,550
Total Number of Joint Tax Returns for ZIP Code 94605 5,300
Total Number of Dependents for ZIP Code 94605 13,110
Total Adjusted Gross Income for ZIP Code 94605 $1,482,116,000
Average Income per Person for ZIP Code 94605 $37,987
Average Income per Household for ZIP Code 94605 $71,119

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 6,040
Number of single returns 4,140
Number of joint returns 460
Number of head of household returns 1,360
Number of returns with paid preparer's signature 3,010
Number of exemptions 9,150
Number of dependents 3,270
Total number of volunteer prepared returns [5] 460
Number of volunteer income tax assistance (VITA) prepared returns [3] 360
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 150
Number of refund anticipation check returns [3] 1,280
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $78,864,000
Number of returns with total income 6,040
Salaries and wages amount $80,451,000
Number of returns with salaries and wages 4,630
Salaries and wages amount $60,880
Number of returns with taxable interest 640
Taxable interest amount $303
Number of returns with ordinary dividends 300
Ordinary dividends amount $549,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $368
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $117
Number of returns with business or professional net income (less loss) 1,490
Business or professional net income (less loss) amount $9,527,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $141,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,182,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $6,919,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [7] $1,322,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $489,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $138,000
Number of returns with total statutory adjustments 1,430
Total statutory adjustments amount $1,587,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $238,000
Number of returns with IRA payments 30
IRA payments amount $102,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $135,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 540
Total itemized deductions amount $9,546,000
Amount of AGI for itemized returns $7,771,000
Number of returns with State and local income taxes 180
State and local income taxes amount $293,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $190,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,780,000
Number of returns with taxes paid 520
Taxes paid amount $2,388,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $3,317,000
Number of returns with contributions 330
Contributions amount $706,000
Number of returns with taxable income 2,620
Taxable income amount $16,174,000
Number of returns with income tax before credits 2,610
Income tax before credits amount $1,731,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $284,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 270
Child tax credit amount $89,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,210
Self-employment tax amount $1,702,000
Number of returns with total tax payments 5,450
Total tax payments amount $13,935,000
Number of returns with earned income credit 2,510
Earned income credit amount [8] $6,384,000
Number of returns with excess earned income credit 2,190
Excess earned income credit (refundable) amount [9] $5,513,000
Number of returns with additional child tax credit 1,510
Additional child tax credit amount $1,773,000
Number of returns with refundable education credit 380
Refundable education credit amount $281,000
Number of returns with income tax 2,090
Income tax amount [10] $1,446,000
Number of returns with tax liability 3,100
Total tax liability amount [11] $3,248,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $827,000
Number of returns with overpayments refunded 4,940
Overpayments refunded amount [13] $11,401,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $84,000

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

Number of returns 5,100
Number of single returns 2,920
Number of joint returns 700
Number of head of household returns 1,390
Number of returns with paid preparer's signature 2,730
Number of exemptions 9,320
Number of dependents 3,540
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 260
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 870
Number of elderly returns [4] 950
Adjust gross income (AGI) [5] $185,907,000
Number of returns with total income 5,100
Salaries and wages amount $188,061,000
Number of returns with salaries and wages 4,380
Salaries and wages amount $153,240
Number of returns with taxable interest 840
Taxable interest amount $458
Number of returns with ordinary dividends 330
Ordinary dividends amount $847,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $593
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $349
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $7,968,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $859,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,237,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $15,597,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [7] $1,697,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $4,149,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $575,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $2,154,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $247,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $367,000
Number of returns with IRA payments 70
IRA payments amount $281,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $395,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,140
Total itemized deductions amount $21,584,000
Amount of AGI for itemized returns $43,370,000
Number of returns with State and local income taxes 640
State and local income taxes amount $1,089,000
Number of returns with State and local general sales tax 430
State and local general sales tax amount $478,000
Number of returns with real estate taxes 790
Real estate taxes amount $3,613,000
Number of returns with taxes paid 1,120
Taxes paid amount $5,586,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $6,346,000
Number of returns with contributions 880
Contributions amount $2,953,000
Number of returns with taxable income 4,860
Taxable income amount $96,622,000
Number of returns with income tax before credits 4,840
Income tax before credits amount $12,171,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,850
Total tax credits amount $1,706,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $110,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $359,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $71,000
Number of returns with child tax credit 1,210
Child tax credit amount $1,135,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 590
Self-employment tax amount $1,558,000
Number of returns with total tax payments 4,880
Total tax payments amount $19,926,000
Number of returns with earned income credit 1,060
Earned income credit amount [8] $2,108,000
Number of returns with excess earned income credit 830
Excess earned income credit (refundable) amount [9] $1,622,000
Number of returns with additional child tax credit 760
Additional child tax credit amount $986,000
Number of returns with refundable education credit 250
Refundable education credit amount $186,000
Number of returns with income tax 4,130
Income tax amount [10] $10,465,000
Number of returns with tax liability 4,310
Total tax liability amount [11] $12,083,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,100
Tax due at time of filing amount [12] $2,131,000
Number of returns with overpayments refunded 3,940
Overpayments refunded amount [13] $9,730,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $99,000

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

Number of returns 3,160
Number of single returns 1,690
Number of joint returns 710
Number of head of household returns 680
Number of returns with paid preparer's signature 1,720
Number of exemptions 6,050
Number of dependents 2,190
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 390
Number of elderly returns [4] 830
Adjust gross income (AGI) [5] $194,109,000
Number of returns with total income 3,160
Salaries and wages amount $195,994,000
Number of returns with salaries and wages 2,680
Salaries and wages amount $153,079
Number of returns with taxable interest 1,050
Taxable interest amount $470
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,250,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $835
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $850
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $5,785,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,048,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,164,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $21,468,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $778,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $7,520,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $699,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $1,885,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $322,000
Number of returns with IRA payments 60
IRA payments amount $257,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $417,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $106,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,440
Total itemized deductions amount $30,067,000
Amount of AGI for itemized returns $90,188,000
Number of returns with State and local income taxes 1,140
State and local income taxes amount $3,243,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $449,000
Number of returns with real estate taxes 1,100
Real estate taxes amount $5,391,000
Number of returns with taxes paid 1,430
Taxes paid amount $9,663,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $9,655,000
Number of returns with contributions 1,200
Contributions amount $4,225,000
Number of returns with taxable income 3,140
Taxable income amount $125,109,000
Number of returns with income tax before credits 3,130
Income tax before credits amount $18,323,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $37,000
Number of returns with total tax credits 1,070
Total tax credits amount $1,573,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $95,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $202,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 770
Child tax credit amount $1,116,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $90,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,010,000
Number of returns with total tax payments 3,080
Total tax payments amount $22,035,000
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 120
Additional child tax credit amount $132,000
Number of returns with refundable education credit 130
Refundable education credit amount $103,000
Number of returns with income tax 3,000
Income tax amount [10] $16,749,000
Number of returns with tax liability 3,030
Total tax liability amount [11] $17,798,000
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] $2,326,000
Number of returns with overpayments refunded 2,270
Overpayments refunded amount [13] $6,329,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $81,000

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

Number of returns 2,050
Number of single returns 980
Number of joint returns 690
Number of head of household returns 330
Number of returns with paid preparer's signature 1,180
Number of exemptions 4,000
Number of dependents 1,270
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $177,836,000
Number of returns with total income 2,050
Salaries and wages amount $179,899,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $134,260
Number of returns with taxable interest 950
Taxable interest amount $338
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,200,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $779
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $1,327
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $5,697,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,292,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,313,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $22,660,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $509,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $7,803,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,042,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $2,063,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $438,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $453,000
Number of returns with IRA payments 40
IRA payments amount $242,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $120,000
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 1,450
Total itemized deductions amount $33,853,000
Amount of AGI for itemized returns $126,865,000
Number of returns with State and local income taxes 1,290
State and local income taxes amount $5,877,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $325,000
Number of returns with real estate taxes 1,160
Real estate taxes amount $6,595,000
Number of returns with taxes paid 1,450
Taxes paid amount $13,362,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $11,522,000
Number of returns with contributions 1,190
Contributions amount $4,267,000
Number of returns with taxable income 2,040
Taxable income amount $122,185,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $19,902,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $950,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $90,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $618,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $127,000
Number of returns with self-employment tax 250
Self-employment tax amount $989,000
Number of returns with total tax payments 2,020
Total tax payments amount $23,338,000
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 20
Additional child tax credit amount $28,000
Number of returns with refundable education credit 60
Refundable education credit amount $45,000
Number of returns with income tax 2,020
Income tax amount [10] $18,951,000
Number of returns with tax liability 2,030
Total tax liability amount [11] $20,043,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,923,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [13] $4,992,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $151,000

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

Number of returns 3,280
Number of single returns 1,120
Number of joint returns 1,790
Number of head of household returns 300
Number of returns with paid preparer's signature 1,970
Number of exemptions 7,030
Number of dependents 1,970
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] 210
Number of elderly returns [4] 1,030
Adjust gross income (AGI) [5] $453,204,000
Number of returns with total income 3,280
Salaries and wages amount $457,643,000
Number of returns with salaries and wages 2,880
Salaries and wages amount $346,082
Number of returns with taxable interest 2,090
Taxable interest amount $1,178
Number of returns with ordinary dividends 1,000
Ordinary dividends amount $4,200,000
Number of returns with qualified dividends 920
Qualified dividends amount [6] $3,029
Number of returns with state and local income tax refunds 1,740
State and local income tax refunds amount $3,614
Number of returns with business or professional net income (less loss) 780
Business or professional net income (less loss) amount $14,399,000
Number of returns with net capital gain (less loss) 910
Net capital gain (less loss) amount $8,515,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $8,344,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $49,614,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,175,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $14,243,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $3,021,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $4,439,000
Number of returns with educator expenses 150
Educator expenses amount $41,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $956,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $828,000
Number of returns with IRA payments 70
IRA payments amount $441,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $291,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,900
Total itemized deductions amount $92,273,000
Amount of AGI for itemized returns $404,533,000
Number of returns with State and local income taxes 2,790
State and local income taxes amount $23,487,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $279,000
Number of returns with real estate taxes 2,490
Real estate taxes amount $17,230,000
Number of returns with taxes paid 2,900
Taxes paid amount $42,118,000
Number of returns with mortgage interest paid 2,300
Mortgage interest paid amount $30,209,000
Number of returns with contributions 2,390
Contributions amount $10,351,000
Number of returns with taxable income 3,270
Taxable income amount $328,104,000
Number of returns with income tax before credits 3,270
Income tax before credits amount $60,581,000
Number of returns with alternative minimum tax 240
Alternative minimum tax amount $586,000
Number of returns with total tax credits 930
Total tax credits amount $1,140,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $107,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $166,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $127,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $386,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $204,000
Number of returns with self-employment tax 510
Self-employment tax amount $2,312,000
Number of returns with total tax payments 3,250
Total tax payments amount $66,900,000
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 90
Refundable education credit amount $74,000
Number of returns with income tax 3,260
Income tax amount [10] $59,440,000
Number of returns with tax liability 3,270
Total tax liability amount [11] $62,076,000
Number of returns with net investment income tax 20
Net investment income tax $12,000
Number of returns with tax due at time of filing 1,080
Tax due at time of filing amount [12] $5,881,000
Number of returns with overpayments refunded 2,120
Overpayments refunded amount [13] $9,943,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $654,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,210
Number of single returns 200
Number of joint returns 950
Number of head of household returns 50
Number of returns with paid preparer's signature 750
Number of exemptions 3,020
Number of dependents 870
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] 50
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $392,196,000
Number of returns with total income 1,210
Salaries and wages amount $396,266,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $282,806
Number of returns with taxable interest 910
Taxable interest amount $1,317
Number of returns with ordinary dividends 600
Ordinary dividends amount $5,312,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $4,153
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $2,050
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $13,027,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $29,955,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $6,056,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $19,373,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $434,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,332,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $22,529,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $4,070,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,426,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $671,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,190
Total itemized deductions amount $69,823,000
Amount of AGI for itemized returns $385,621,000
Number of returns with State and local income taxes 1,180
State and local income taxes amount $29,688,000
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 1,060
Real estate taxes amount $11,150,000
Number of returns with taxes paid 1,190
Taxes paid amount $41,436,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $17,860,000
Number of returns with contributions 1,010
Contributions amount $6,798,000
Number of returns with taxable income 1,210
Taxable income amount $312,789,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $79,631,000
Number of returns with alternative minimum tax 870
Alternative minimum tax amount $5,527,000
Number of returns with total tax credits 420
Total tax credits amount $891,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $409,000
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 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 50
Residential energy tax credit amount $190,000
Number of returns with self-employment tax 250
Self-employment tax amount $1,843,000
Number of returns with total tax payments 1,200
Total tax payments amount $74,528,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 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 1,210
Income tax amount [10] $78,740,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $82,549,000
Number of returns with net investment income tax 620
Net investment income tax $1,014,000
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $13,309,000
Number of returns with overpayments refunded 470
Overpayments refunded amount [13] $3,841,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,293,000

[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.