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

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

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

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

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

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






ZIP Code Database - Facts & Stats

Share |

ZIP Code 94611 Income Tax Stats

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

ZIP Code 94611 Data

Zip Code:94611
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]





94611 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94611 [1] 20,880
Total Number of Single Tax Returns for ZIP Code 94611 4,230
Total Number of Joint Tax Returns for ZIP Code 94611 7,970
Total Number of Dependents for ZIP Code 94611 8,450
Total Adjusted Gross Income for ZIP Code 94611 $4,540,293,000
Average Income per Person for ZIP Code 94611 $124,170
Average Income per Household for ZIP Code 94611 $217,447

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 3,670
Number of single returns 3,230
Number of joint returns 240
Number of head of household returns 160
Number of returns with paid preparer's signature 1,640
Number of exemptions 3,390
Number of dependents 380
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 870
Adjust gross income (AGI) [5] $41,277,000
Number of returns with total income 3,670
Salaries and wages amount $43,362,000
Number of returns with salaries and wages 2,270
Salaries and wages amount $25,322
Number of returns with taxable interest 980
Taxable interest amount $597
Number of returns with ordinary dividends 1,000
Ordinary dividends amount $2,675,000
Number of returns with qualified dividends 920
Qualified dividends amount [6] $1,793
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $105
Number of returns with business or professional net income (less loss) 1,060
Business or professional net income (less loss) amount $8,259,000
Number of returns with net capital gain (less loss) 850
Net capital gain (less loss) amount $1,668,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,827,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $3,229,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $419,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $384,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $213,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $2,085,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $164,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $475,000
Number of returns with IRA payments 60
IRA payments amount $238,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $218,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $202,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $9,297,000
Amount of AGI for itemized returns $5,847,000
Number of returns with State and local income taxes 150
State and local income taxes amount $419,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $189,000
Number of returns with real estate taxes 260
Real estate taxes amount $1,813,000
Number of returns with taxes paid 430
Taxes paid amount $2,518,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,824,000
Number of returns with contributions 270
Contributions amount $414,000
Number of returns with taxable income 1,800
Taxable income amount $11,120,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $1,169,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $154,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $104,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 30
Child tax credit amount $10,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 920
Self-employment tax amount $1,323,000
Number of returns with total tax payments 2,870
Total tax payments amount $4,743,000
Number of returns with earned income credit 800
Earned income credit amount [8] $875,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $579,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $191,000
Number of returns with refundable education credit 140
Refundable education credit amount $112,000
Number of returns with income tax 1,470
Income tax amount [10] $1,016,000
Number of returns with tax liability 2,090
Total tax liability amount [11] $2,394,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 800
Tax due at time of filing amount [12] $843,000
Number of returns with overpayments refunded 2,270
Overpayments refunded amount [13] $2,877,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $273,000

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

Number of returns 2,730
Number of single returns 2,220
Number of joint returns 280
Number of head of household returns 190
Number of returns with paid preparer's signature 1,150
Number of exemptions 3,440
Number of dependents 480
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 260
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $102,351,000
Number of returns with total income 2,730
Salaries and wages amount $106,002,000
Number of returns with salaries and wages 2,070
Salaries and wages amount $71,697
Number of returns with taxable interest 860
Taxable interest amount $852
Number of returns with ordinary dividends 720
Ordinary dividends amount $3,217,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $2,127
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $236
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $10,818,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $3,046,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,390,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $6,862,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $777,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $3,029,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $800,000
Number of returns with total statutory adjustments 1,060
Total statutory adjustments amount $3,651,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $500,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $1,060,000
Number of returns with IRA payments 110
IRA payments amount $427,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $486,000
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 550
Total itemized deductions amount $11,978,000
Amount of AGI for itemized returns $20,901,000
Number of returns with State and local income taxes 280
State and local income taxes amount $830,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $253,000
Number of returns with real estate taxes 340
Real estate taxes amount $2,635,000
Number of returns with taxes paid 540
Taxes paid amount $3,861,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,442,000
Number of returns with contributions 390
Contributions amount $897,000
Number of returns with taxable income 2,610
Taxable income amount $62,911,000
Number of returns with income tax before credits 2,540
Income tax before credits amount $8,008,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $560,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $291,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 180
Child tax credit amount $169,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 570
Self-employment tax amount $1,769,000
Number of returns with total tax payments 2,540
Total tax payments amount $11,386,000
Number of returns with earned income credit 140
Earned income credit amount [8] $242,000
Number of returns with excess earned income credit 90
Excess earned income credit (refundable) amount [9] $143,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $137,000
Number of returns with refundable education credit 100
Refundable education credit amount $84,000
Number of returns with income tax 2,410
Income tax amount [10] $7,447,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $9,351,000
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] $1,712,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $3,427,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $276,000

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

Number of returns 2,640
Number of single returns 2,010
Number of joint returns 420
Number of head of household returns 160
Number of returns with paid preparer's signature 1,130
Number of exemptions 3,550
Number of dependents 500
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $164,523,000
Number of returns with total income 2,640
Salaries and wages amount $169,367,000
Number of returns with salaries and wages 2,060
Salaries and wages amount $117,274
Number of returns with taxable interest 1,060
Taxable interest amount $1,006
Number of returns with ordinary dividends 880
Ordinary dividends amount $5,529,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $3,828
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $556
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $12,128,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $3,939,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $5,626,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $12,579,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $649,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,666,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $960,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $4,844,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $813,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $1,411,000
Number of returns with IRA payments 110
IRA payments amount $522,000
Number of returns with student loan interest deduction 530
Student loan interest deduction amount $628,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $110,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $21,705,000
Amount of AGI for itemized returns $54,908,000
Number of returns with State and local income taxes 640
State and local income taxes amount $2,571,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $263,000
Number of returns with real estate taxes 620
Real estate taxes amount $4,574,000
Number of returns with taxes paid 870
Taxes paid amount $7,596,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $4,747,000
Number of returns with contributions 660
Contributions amount $1,845,000
Number of returns with taxable income 2,590
Taxable income amount $116,727,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $17,844,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $50,000
Number of returns with total tax credits 650
Total tax credits amount $526,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $62,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $106,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 210
Child tax credit amount $261,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 440
Self-employment tax amount $2,001,000
Number of returns with total tax payments 2,550
Total tax payments amount $21,645,000
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 40
Additional child tax credit amount $59,000
Number of returns with refundable education credit 50
Refundable education credit amount $49,000
Number of returns with income tax 2,520
Income tax amount [10] $17,318,000
Number of returns with tax liability 2,560
Total tax liability amount [11] $19,417,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $2,360,000
Number of returns with overpayments refunded 1,690
Overpayments refunded amount [13] $4,007,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $525,000

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

Number of returns 1,960
Number of single returns 1,370
Number of joint returns 410
Number of head of household returns 140
Number of returns with paid preparer's signature 890
Number of exemptions 2,800
Number of dependents 430
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] 140
Number of elderly returns [4] 590
Adjust gross income (AGI) [5] $170,502,000
Number of returns with total income 1,960
Salaries and wages amount $174,205,000
Number of returns with salaries and wages 1,500
Salaries and wages amount $117,818
Number of returns with taxable interest 960
Taxable interest amount $1,305
Number of returns with ordinary dividends 770
Ordinary dividends amount $5,565,000
Number of returns with qualified dividends 730
Qualified dividends amount [6] $4,076
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $811
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $10,186,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $4,788,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $6,006,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $16,220,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $401,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $7,516,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,240,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $3,703,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $940,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,079,000
Number of returns with IRA payments 60
IRA payments amount $382,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $105,000
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 1,120
Total itemized deductions amount $25,081,000
Amount of AGI for itemized returns $98,686,000
Number of returns with State and local income taxes 1,010
State and local income taxes amount $5,797,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $145,000
Number of returns with real estate taxes 650
Real estate taxes amount $5,413,000
Number of returns with taxes paid 1,120
Taxes paid amount $11,641,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $5,199,000
Number of returns with contributions 860
Contributions amount $2,356,000
Number of returns with taxable income 1,940
Taxable income amount $127,870,000
Number of returns with income tax before credits 1,920
Income tax before credits amount $22,072,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $495,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $212,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 340
Self-employment tax amount $1,698,000
Number of returns with total tax payments 1,910
Total tax payments amount $25,675,000
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 $18,000
Number of returns with refundable education credit 50
Refundable education credit amount $34,000
Number of returns with income tax 1,900
Income tax amount [10] $21,577,000
Number of returns with tax liability 1,920
Total tax liability amount [11] $23,373,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $2,114,000
Number of returns with overpayments refunded 1,230
Overpayments refunded amount [13] $3,676,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $698,000

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

Number of returns 4,400
Number of single returns 1,930
Number of joint returns 2,130
Number of head of household returns 250
Number of returns with paid preparer's signature 2,450
Number of exemptions 8,280
Number of dependents 1,760
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] 180
Number of elderly returns [4] 1,630
Adjust gross income (AGI) [5] $628,998,000
Number of returns with total income 4,400
Salaries and wages amount $644,100,000
Number of returns with salaries and wages 3,410
Salaries and wages amount $404,421
Number of returns with taxable interest 2,910
Taxable interest amount $4,801
Number of returns with ordinary dividends 2,440
Ordinary dividends amount $24,566,000
Number of returns with qualified dividends 2,310
Qualified dividends amount [6] $18,660
Number of returns with state and local income tax refunds 1,940
State and local income tax refunds amount $4,363
Number of returns with business or professional net income (less loss) 1,160
Business or professional net income (less loss) amount $38,660,000
Number of returns with net capital gain (less loss) 2,260
Net capital gain (less loss) amount $26,591,000
Number of returns with taxable individual retirement arrangements distributions 1,020
Taxable individual retirement arrangements distributions amount $31,829,000
Number of returns with taxable pensions and annuities 1,100
Taxable pensions and annuities amount $56,213,000
Number of farm returns 30
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $1,227,000
Number of returns with taxable Social Security benefits 1,110
Taxable Social Security benefits amount $26,719,000
Number of returns with partnership/S-corp net income (less loss) 580
Partnership/S-corp net income (less loss) amount $14,114,000
Number of returns with total statutory adjustments 1,490
Total statutory adjustments amount $15,102,000
Number of returns with educator expenses 140
Educator expenses amount $36,000
Number of returns with self-employment retirement plans 240
Self-employment retirement plans amount $4,748,000
Number of returns with self-employment health insurance deduction 430
Self-employment health insurance deduction amount $3,593,000
Number of returns with IRA payments 230
IRA payments amount $1,295,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $277,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $149,000
Number of returns with itemized deductions 3,760
Total itemized deductions amount $124,657,000
Amount of AGI for itemized returns $543,903,000
Number of returns with State and local income taxes 3,540
State and local income taxes amount $35,086,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $410,000
Number of returns with real estate taxes 2,600
Real estate taxes amount $29,177,000
Number of returns with taxes paid 3,760
Taxes paid amount $65,896,000
Number of returns with mortgage interest paid 2,060
Mortgage interest paid amount $29,072,000
Number of returns with contributions 3,040
Contributions amount $11,035,000
Number of returns with taxable income 4,380
Taxable income amount $464,574,000
Number of returns with income tax before credits 4,360
Income tax before credits amount $87,452,000
Number of returns with alternative minimum tax 480
Alternative minimum tax amount $1,533,000
Number of returns with total tax credits 1,660
Total tax credits amount $1,604,000
Number of returns with foreign tax credit 1,080
Foreign tax credit amount $349,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $162,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $254,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $221,000
Number of returns with self-employment tax 970
Self-employment tax amount $6,008,000
Number of returns with total tax payments 4,330
Total tax payments amount $99,845,000
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 120
Refundable education credit amount $94,000
Number of returns with income tax 4,340
Income tax amount [10] $85,848,000
Number of returns with tax liability 4,360
Total tax liability amount [11] $92,339,000
Number of returns with net investment income tax 40
Net investment income tax $48,000
Number of returns with tax due at time of filing 1,550
Tax due at time of filing amount [12] $9,152,000
Number of returns with overpayments refunded 2,460
Overpayments refunded amount [13] $12,947,000
Number of returns with credit to next year’s estimated tax 510
Credited to next year’s estimated tax amount $3,596,000

Adjusted Gross Income: $200,000 or more

Number of returns 5,480
Number of single returns 750
Number of joint returns 4,490
Number of head of household returns 180
Number of returns with paid preparer's signature 3,810
Number of exemptions 14,870
Number of dependents 4,900
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] 80
Number of elderly returns [4] 1,780
Adjust gross income (AGI) [5] $3,432,642,000
Number of returns with total income 5,480
Salaries and wages amount $3,501,243,000
Number of returns with salaries and wages 4,610
Salaries and wages amount $1,760,229
Number of returns with taxable interest 4,680
Taxable interest amount $47,546
Number of returns with ordinary dividends 4,170
Ordinary dividends amount $211,306,000
Number of returns with qualified dividends 4,010
Qualified dividends amount [6] $114,084
Number of returns with state and local income tax refunds 2,260
State and local income tax refunds amount $22,200
Number of returns with business or professional net income (less loss) 1,630
Business or professional net income (less loss) amount $139,062,000
Number of returns with net capital gain (less loss) 4,140
Net capital gain (less loss) amount $536,671,000
Number of returns with taxable individual retirement arrangements distributions 1,130
Taxable individual retirement arrangements distributions amount $57,147,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $73,391,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [7] $1,608,000
Number of returns with taxable Social Security benefits 1,010
Taxable Social Security benefits amount $29,199,000
Number of returns with partnership/S-corp net income (less loss) 1,760
Partnership/S-corp net income (less loss) amount $502,303,000
Number of returns with total statutory adjustments 2,110
Total statutory adjustments amount $68,601,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 760
Self-employment retirement plans amount $33,235,000
Number of returns with self-employment health insurance deduction 770
Self-employment health insurance deduction amount $10,600,000
Number of returns with IRA payments 90
IRA payments amount $858,000
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 110
Domestic production activities deduction amount $2,028,000
Number of returns with itemized deductions 5,430
Total itemized deductions amount $655,701,000
Amount of AGI for itemized returns $3,399,247,000
Number of returns with State and local income taxes 5,350
State and local income taxes amount $350,904,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $234,000
Number of returns with real estate taxes 4,780
Real estate taxes amount $95,204,000
Number of returns with taxes paid 5,430
Taxes paid amount $458,990,000
Number of returns with mortgage interest paid 4,090
Mortgage interest paid amount $86,390,000
Number of returns with contributions 4,900
Contributions amount $111,836,000
Number of returns with taxable income 5,470
Taxable income amount $2,746,269,000
Number of returns with income tax before credits 5,480
Income tax before credits amount $807,444,000
Number of returns with alternative minimum tax 4,280
Alternative minimum tax amount $58,701,000
Number of returns with total tax credits 3,040
Total tax credits amount $15,873,000
Number of returns with foreign tax credit 2,370
Foreign tax credit amount $12,004,000
Number of returns with child and dependent care credit 770
Child and dependent care credit amount $424,000
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 190
Residential energy tax credit amount $663,000
Number of returns with self-employment tax 1,680
Self-employment tax amount $23,107,000
Number of returns with total tax payments 5,440
Total tax payments amount $872,218,000
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 5,470
Income tax amount [10] $791,571,000
Number of returns with tax liability 5,480
Total tax liability amount [11] $838,007,000
Number of returns with net investment income tax 3,830
Net investment income tax $23,056,000
Number of returns with tax due at time of filing 2,860
Tax due at time of filing amount [12] $74,593,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [13] $22,126,000
Number of returns with credit to next year’s estimated tax 1,150
Credited to next year’s estimated tax amount $73,385,000

[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.