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ZIP Code Database - Facts & Stats

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ZIP Code 95136 Income Tax Stats

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

ZIP Code 95136 Data

Zip Code:95136
City:San Jose
State:CA [California]
Counties: SANTA CLARA, CA
City Alias(es):San Jose
Area Code:408 / 669
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





95136 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95136 [1] 22,070
Total Number of Single Tax Returns for ZIP Code 95136 6,570
Total Number of Joint Tax Returns for ZIP Code 95136 8,410
Total Number of Dependents for ZIP Code 95136 13,200
Total Adjusted Gross Income for ZIP Code 95136 $2,091,868,000
Average Income per Person for ZIP Code 95136 $48,661
Average Income per Household for ZIP Code 95136 $94,783

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 5,290
Number of single returns 4,090
Number of joint returns 620
Number of head of household returns 520
Number of returns with paid preparer's signature 2,810
Number of exemptions 6,160
Number of dependents 1,470
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 440
Number of elderly returns [4] 990
Adjust gross income (AGI) [5] $65,162,000
Number of returns with total income 5,290
Salaries and wages amount $66,806,000
Number of returns with salaries and wages 4,070
Salaries and wages amount $51,674
Number of returns with taxable interest 700
Taxable interest amount $472
Number of returns with ordinary dividends 380
Ordinary dividends amount $725,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $422
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $100
Number of returns with business or professional net income (less loss) 1,040
Business or professional net income (less loss) amount $8,080,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $487,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,638,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $3,902,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $769,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $370,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($173,000)
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $1,644,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $249,000
Number of returns with IRA payments 40
IRA payments amount $171,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $124,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $170,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $6,419,000
Amount of AGI for itemized returns $4,396,000
Number of returns with State and local income taxes 90
State and local income taxes amount $179,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $138,000
Number of returns with real estate taxes 230
Real estate taxes amount $1,300,000
Number of returns with taxes paid 320
Taxes paid amount $1,717,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,849,000
Number of returns with contributions 200
Contributions amount $333,000
Number of returns with taxable income 2,550
Taxable income amount $16,618,000
Number of returns with income tax before credits 2,530
Income tax before credits amount $1,777,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $245,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $161,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 110
Child tax credit amount $39,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 930
Self-employment tax amount $1,295,000
Number of returns with total tax payments 4,630
Total tax payments amount $8,566,000
Number of returns with earned income credit 1,450
Earned income credit amount [8] $2,792,000
Number of returns with excess earned income credit 1,130
Excess earned income credit (refundable) amount [9] $2,334,000
Number of returns with additional child tax credit 600
Additional child tax credit amount $726,000
Number of returns with refundable education credit 320
Refundable education credit amount $229,000
Number of returns with income tax 2,190
Income tax amount [10] $1,531,000
Number of returns with tax liability 2,900
Total tax liability amount [11] $2,909,000
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] $824,000
Number of returns with overpayments refunded 4,090
Overpayments refunded amount [13] $6,388,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $66,000

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

Number of returns 4,390
Number of single returns 2,660
Number of joint returns 830
Number of head of household returns 800
Number of returns with paid preparer's signature 2,380
Number of exemptions 7,620
Number of dependents 2,470
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 530
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $162,845,000
Number of returns with total income 4,390
Salaries and wages amount $165,496,000
Number of returns with salaries and wages 3,890
Salaries and wages amount $138,790
Number of returns with taxable interest 750
Taxable interest amount $521
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,027,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $757
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $176
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $9,204,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $802,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,640,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $6,701,000
Number of farm returns 0
Number of returns with unemployment compensation 250
Unemployment compensation amount [7] $1,235,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $3,228,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $770,000
Number of returns with total statutory adjustments 1,020
Total statutory adjustments amount $2,651,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $541,000
Number of returns with IRA payments 110
IRA payments amount $576,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $345,000
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 630
Total itemized deductions amount $12,517,000
Amount of AGI for itemized returns $24,417,000
Number of returns with State and local income taxes 360
State and local income taxes amount $731,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $250,000
Number of returns with real estate taxes 410
Real estate taxes amount $2,626,000
Number of returns with taxes paid 630
Taxes paid amount $3,875,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $3,779,000
Number of returns with contributions 480
Contributions amount $1,157,000
Number of returns with taxable income 4,230
Taxable income amount $90,350,000
Number of returns with income tax before credits 4,220
Income tax before credits amount $11,502,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,540
Total tax credits amount $1,347,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $395,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $88,000
Number of returns with child tax credit 800
Child tax credit amount $777,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 550
Self-employment tax amount $1,536,000
Number of returns with total tax payments 4,220
Total tax payments amount $18,222,000
Number of returns with earned income credit 720
Earned income credit amount [8] $1,381,000
Number of returns with excess earned income credit 530
Excess earned income credit (refundable) amount [9] $1,048,000
Number of returns with additional child tax credit 520
Additional child tax credit amount $665,000
Number of returns with refundable education credit 280
Refundable education credit amount $203,000
Number of returns with income tax 3,720
Income tax amount [10] $10,154,000
Number of returns with tax liability 3,880
Total tax liability amount [11] $11,814,000
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] $1,753,000
Number of returns with overpayments refunded 3,540
Overpayments refunded amount [13] $7,970,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $97,000

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

Number of returns 3,110
Number of single returns 1,650
Number of joint returns 880
Number of head of household returns 500
Number of returns with paid preparer's signature 1,800
Number of exemptions 5,970
Number of dependents 1,980
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] 320
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $191,953,000
Number of returns with total income 3,110
Salaries and wages amount $194,364,000
Number of returns with salaries and wages 2,770
Salaries and wages amount $160,027
Number of returns with taxable interest 880
Taxable interest amount $608
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,278,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $847
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $514
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $7,701,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,251,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,745,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $10,431,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $883,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,145,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $994,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $2,411,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $564,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $451,000
Number of returns with IRA payments 90
IRA payments amount $450,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $307,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $91,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 900
Total itemized deductions amount $19,578,000
Amount of AGI for itemized returns $57,068,000
Number of returns with State and local income taxes 710
State and local income taxes amount $2,203,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $292,000
Number of returns with real estate taxes 640
Real estate taxes amount $4,042,000
Number of returns with taxes paid 900
Taxes paid amount $6,970,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $6,089,000
Number of returns with contributions 710
Contributions amount $1,862,000
Number of returns with taxable income 3,100
Taxable income amount $129,506,000
Number of returns with income tax before credits 3,090
Income tax before credits amount $19,329,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $1,420,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $241,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 700
Child tax credit amount $1,021,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $1,277,000
Number of returns with total tax payments 3,040
Total tax payments amount $22,875,000
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 90
Additional child tax credit amount $119,000
Number of returns with refundable education credit 160
Refundable education credit amount $119,000
Number of returns with income tax 2,980
Income tax amount [10] $17,909,000
Number of returns with tax liability 3,020
Total tax liability amount [11] $19,299,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 780
Tax due at time of filing amount [12] $2,312,000
Number of returns with overpayments refunded 2,290
Overpayments refunded amount [13] $5,665,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $118,000

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

Number of returns 2,250
Number of single returns 980
Number of joint returns 940
Number of head of household returns 290
Number of returns with paid preparer's signature 1,290
Number of exemptions 4,640
Number of dependents 1,450
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] 540
Adjust gross income (AGI) [5] $196,022,000
Number of returns with total income 2,250
Salaries and wages amount $198,006,000
Number of returns with salaries and wages 2,000
Salaries and wages amount $160,660
Number of returns with taxable interest 930
Taxable interest amount $761
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,691,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $1,174
Number of returns with state and local income tax refunds 700
State and local income tax refunds amount $1,061
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $5,291,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,817,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $4,505,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $11,557,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $581,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $7,543,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,041,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,984,000
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 $358,000
Number of returns with IRA payments 60
IRA payments amount $398,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $125,000
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 1,250
Total itemized deductions amount $28,009,000
Amount of AGI for itemized returns $109,819,000
Number of returns with State and local income taxes 1,110
State and local income taxes amount $5,674,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $266,000
Number of returns with real estate taxes 840
Real estate taxes amount $5,597,000
Number of returns with taxes paid 1,250
Taxes paid amount $12,029,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $8,669,000
Number of returns with contributions 950
Contributions amount $2,637,000
Number of returns with taxable income 2,250
Taxable income amount $139,024,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $22,602,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $27,000
Number of returns with total tax credits 770
Total tax credits amount $1,073,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $745,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $47,000
Number of returns with self-employment tax 250
Self-employment tax amount $926,000
Number of returns with total tax payments 2,220
Total tax payments amount $25,695,000
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 $30,000
Number of returns with refundable education credit 100
Refundable education credit amount $81,000
Number of returns with income tax 2,230
Income tax amount [10] $21,529,000
Number of returns with tax liability 2,240
Total tax liability amount [11] $22,555,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $2,126,000
Number of returns with overpayments refunded 1,620
Overpayments refunded amount [13] $5,084,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $113,000

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

Number of returns 4,510
Number of single returns 1,150
Number of joint returns 3,000
Number of head of household returns 310
Number of returns with paid preparer's signature 2,530
Number of exemptions 10,970
Number of dependents 3,460
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $636,676,000
Number of returns with total income 4,510
Salaries and wages amount $642,641,000
Number of returns with salaries and wages 4,140
Salaries and wages amount $529,704
Number of returns with taxable interest 2,610
Taxable interest amount $1,993
Number of returns with ordinary dividends 1,650
Ordinary dividends amount $6,282,000
Number of returns with qualified dividends 1,550
Qualified dividends amount [6] $4,803
Number of returns with state and local income tax refunds 2,180
State and local income tax refunds amount $4,453
Number of returns with business or professional net income (less loss) 750
Business or professional net income (less loss) amount $13,936,000
Number of returns with net capital gain (less loss) 1,670
Net capital gain (less loss) amount $10,441,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $12,607,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $35,590,000
Number of farm returns 0
Number of returns with unemployment compensation 340
Unemployment compensation amount [7] $1,827,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $15,120,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $5,992,000
Number of returns with total statutory adjustments 1,260
Total statutory adjustments amount $5,965,000
Number of returns with educator expenses 200
Educator expenses amount $55,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $700,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $948,000
Number of returns with IRA payments 190
IRA payments amount $1,101,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $245,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $126,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $192,000
Number of returns with itemized deductions 3,590
Total itemized deductions amount $111,048,000
Amount of AGI for itemized returns $517,042,000
Number of returns with State and local income taxes 3,460
State and local income taxes amount $31,070,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $416,000
Number of returns with real estate taxes 2,760
Real estate taxes amount $22,326,000
Number of returns with taxes paid 3,590
Taxes paid amount $55,257,000
Number of returns with mortgage interest paid 2,540
Mortgage interest paid amount $36,071,000
Number of returns with contributions 2,900
Contributions amount $9,577,000
Number of returns with taxable income 4,510
Taxable income amount $469,994,000
Number of returns with income tax before credits 4,510
Income tax before credits amount $85,749,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $673,000
Number of returns with total tax credits 1,530
Total tax credits amount $1,956,000
Number of returns with foreign tax credit 440
Foreign tax credit amount $94,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $210,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $335,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $710,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $282,000
Number of returns with self-employment tax 560
Self-employment tax amount $2,174,000
Number of returns with total tax payments 4,480
Total tax payments amount $94,923,000
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 240
Refundable education credit amount $203,000
Number of returns with income tax 4,500
Income tax amount [10] $83,794,000
Number of returns with tax liability 4,500
Total tax liability amount [11] $86,332,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,440
Tax due at time of filing amount [12] $6,697,000
Number of returns with overpayments refunded 2,970
Overpayments refunded amount [13] $14,525,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $662,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,520
Number of single returns 300
Number of joint returns 2,140
Number of head of household returns 70
Number of returns with paid preparer's signature 1,390
Number of exemptions 7,030
Number of dependents 2,370
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] 320
Adjust gross income (AGI) [5] $839,210,000
Number of returns with total income 2,520
Salaries and wages amount $844,692,000
Number of returns with salaries and wages 2,440
Salaries and wages amount $696,592
Number of returns with taxable interest 1,920
Taxable interest amount $2,127
Number of returns with ordinary dividends 1,590
Ordinary dividends amount $8,663,000
Number of returns with qualified dividends 1,530
Qualified dividends amount [6] $7,116
Number of returns with state and local income tax refunds 1,230
State and local income tax refunds amount $3,641
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $13,767,000
Number of returns with net capital gain (less loss) 1,710
Net capital gain (less loss) amount $66,560,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $6,361,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $14,509,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $917,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $4,461,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $20,349,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $5,482,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,025,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $630,000
Number of returns with IRA payments 20
IRA payments amount $208,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,480
Total itemized deductions amount $128,097,000
Amount of AGI for itemized returns $827,009,000
Number of returns with State and local income taxes 2,460
State and local income taxes amount $63,415,000
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 2,110
Real estate taxes amount $21,168,000
Number of returns with taxes paid 2,480
Taxes paid amount $85,787,000
Number of returns with mortgage interest paid 1,970
Mortgage interest paid amount $32,279,000
Number of returns with contributions 2,010
Contributions amount $9,488,000
Number of returns with taxable income 2,520
Taxable income amount $688,874,000
Number of returns with income tax before credits 2,520
Income tax before credits amount $175,515,000
Number of returns with alternative minimum tax 1,920
Alternative minimum tax amount $11,392,000
Number of returns with total tax credits 890
Total tax credits amount $1,242,000
Number of returns with foreign tax credit 490
Foreign tax credit amount $151,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $196,000
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 70
Residential energy tax credit amount $193,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,629,000
Number of returns with total tax payments 2,510
Total tax payments amount $162,637,000
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 2,520
Income tax amount [10] $174,273,000
Number of returns with tax liability 2,520
Total tax liability amount [11] $180,012,000
Number of returns with net investment income tax 1,440
Net investment income tax $2,164,000
Number of returns with tax due at time of filing 1,500
Tax due at time of filing amount [12] $25,265,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [13] $6,401,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $1,261,000

[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.