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ZIP Code Database - Facts & Stats

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ZIP Code 95138 Income Tax Stats

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

ZIP Code 95138 Data

Zip Code:95138
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]





95138 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95138 [1] 8,860
Total Number of Single Tax Returns for ZIP Code 95138 2,270
Total Number of Joint Tax Returns for ZIP Code 95138 4,160
Total Number of Dependents for ZIP Code 95138 6,480
Total Adjusted Gross Income for ZIP Code 95138 $1,899,744,000
Average Income per Person for ZIP Code 95138 $100,574
Average Income per Household for ZIP Code 95138 $214,418

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


Adjusted Gross Income: 1 under $25,000

Number of returns 2,030
Number of single returns 1,610
Number of joint returns 230
Number of head of household returns 160
Number of returns with paid preparer's signature 1,060
Number of exemptions 2,010
Number of dependents 430
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 130
Number of elderly returns [4] 290
Adjust gross income (AGI) [5] $22,709,000
Number of returns with total income 2,030
Salaries and wages amount $23,303,000
Number of returns with salaries and wages 1,570
Salaries and wages amount $18,244
Number of returns with taxable interest 350
Taxable interest amount $255
Number of returns with ordinary dividends 270
Ordinary dividends amount $591,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $414
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $62
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,384,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $495,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $531,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $949,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $302,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $152,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($63,000)
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $594,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $208,000
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $81,000
Number of returns with IRA payments 20
IRA payments amount $81,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $44,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $119,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 140
Total itemized deductions amount $2,849,000
Amount of AGI for itemized returns $1,796,000
Number of returns with State and local income taxes 50
State and local income taxes amount $89,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $45,000
Number of returns with real estate taxes 100
Real estate taxes amount $885,000
Number of returns with taxes paid 140
Taxes paid amount $1,080,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $1,007,000
Number of returns with contributions 70
Contributions amount $135,000
Number of returns with taxable income 990
Taxable income amount $6,031,000
Number of returns with income tax before credits 970
Income tax before credits amount $681,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $132,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $89,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 40
Child tax credit amount $12,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 310
Self-employment tax amount $419,000
Number of returns with total tax payments 1,730
Total tax payments amount $3,062,000
Number of returns with earned income credit 460
Earned income credit amount [8] $857,000
Number of returns with excess earned income credit 370
Excess earned income credit (refundable) amount [9] $703,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $204,000
Number of returns with refundable education credit 150
Refundable education credit amount $122,000
Number of returns with income tax 790
Income tax amount [10] $549,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $988,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $314,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [13] $2,262,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $149,000

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

Number of returns 1,250
Number of single returns 780
Number of joint returns 230
Number of head of household returns 220
Number of returns with paid preparer's signature 710
Number of exemptions 2,130
Number of dependents 670
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] 160
Adjust gross income (AGI) [5] $46,061,000
Number of returns with total income 1,250
Salaries and wages amount $46,780,000
Number of returns with salaries and wages 1,100
Salaries and wages amount $39,674
Number of returns with taxable interest 250
Taxable interest amount $360
Number of returns with ordinary dividends 150
Ordinary dividends amount $756,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $421
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $74
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $2,317,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $514,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $567,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $1,784,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $416,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $667,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $229,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $719,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $148,000
Number of returns with IRA payments 30
IRA payments amount $170,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $91,000
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 200
Total itemized deductions amount $5,409,000
Amount of AGI for itemized returns $7,732,000
Number of returns with State and local income taxes 100
State and local income taxes amount $450,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $98,000
Number of returns with real estate taxes 150
Real estate taxes amount $1,612,000
Number of returns with taxes paid 200
Taxes paid amount $2,226,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,688,000
Number of returns with contributions 140
Contributions amount $317,000
Number of returns with taxable income 1,160
Taxable income amount $25,286,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $3,248,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $399,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $137,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 220
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 160
Self-employment tax amount $417,000
Number of returns with total tax payments 1,190
Total tax payments amount $5,325,000
Number of returns with earned income credit 210
Earned income credit amount [8] $423,000
Number of returns with excess earned income credit 150
Excess earned income credit (refundable) amount [9] $303,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $202,000
Number of returns with refundable education credit 70
Refundable education credit amount $51,000
Number of returns with income tax 1,030
Income tax amount [10] $2,849,000
Number of returns with tax liability 1,110
Total tax liability amount [11] $3,312,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $479,000
Number of returns with overpayments refunded 970
Overpayments refunded amount [13] $2,354,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 920
Number of single returns 450
Number of joint returns 250
Number of head of household returns 200
Number of returns with paid preparer's signature 520
Number of exemptions 1,780
Number of dependents 610
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] 160
Adjust gross income (AGI) [5] $56,776,000
Number of returns with total income 920
Salaries and wages amount $57,898,000
Number of returns with salaries and wages 830
Salaries and wages amount $47,630
Number of returns with taxable interest 280
Taxable interest amount $338
Number of returns with ordinary dividends 160
Ordinary dividends amount $703,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $472
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $253
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,523,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $386,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,028,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $2,187,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $301,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $1,428,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $703,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $1,122,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 60
IRA payments amount $410,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $115,000
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 320
Total itemized deductions amount $8,365,000
Amount of AGI for itemized returns $20,412,000
Number of returns with State and local income taxes 260
State and local income taxes amount $958,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $82,000
Number of returns with real estate taxes 260
Real estate taxes amount $2,631,000
Number of returns with taxes paid 320
Taxes paid amount $3,777,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $2,516,000
Number of returns with contributions 250
Contributions amount $608,000
Number of returns with taxable income 900
Taxable income amount $36,757,000
Number of returns with income tax before credits 890
Income tax before credits amount $5,442,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $462,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $87,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 220
Child tax credit amount $309,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $455,000
Number of returns with total tax payments 900
Total tax payments amount $6,918,000
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 $66,000
Number of returns with refundable education credit 60
Refundable education credit amount $56,000
Number of returns with income tax 870
Income tax amount [10] $4,979,000
Number of returns with tax liability 890
Total tax liability amount [11] $5,458,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $651,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $2,008,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $158,000

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

Number of returns 690
Number of single returns 280
Number of joint returns 300
Number of head of household returns 90
Number of returns with paid preparer's signature 430
Number of exemptions 1,400
Number of dependents 410
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] 40
Number of elderly returns [4] 160
Adjust gross income (AGI) [5] $60,063,000
Number of returns with total income 690
Salaries and wages amount $60,997,000
Number of returns with salaries and wages 610
Salaries and wages amount $48,555
Number of returns with taxable interest 320
Taxable interest amount $442
Number of returns with ordinary dividends 180
Ordinary dividends amount $761,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $496
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $407
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,633,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,089,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,715,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,402,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $185,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,319,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $481,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $934,000
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 30
Self-employment health insurance deduction amount $285,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $25,000
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 420
Total itemized deductions amount $10,843,000
Amount of AGI for itemized returns $36,855,000
Number of returns with State and local income taxes 370
State and local income taxes amount $1,756,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $97,000
Number of returns with real estate taxes 320
Real estate taxes amount $3,313,000
Number of returns with taxes paid 420
Taxes paid amount $5,328,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $3,468,000
Number of returns with contributions 330
Contributions amount $633,000
Number of returns with taxable income 690
Taxable income amount $40,905,000
Number of returns with income tax before credits 680
Income tax before credits amount $6,537,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $347,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $61,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $200,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $421,000
Number of returns with total tax payments 680
Total tax payments amount $7,901,000
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 40
Refundable education credit amount $36,000
Number of returns with income tax 670
Income tax amount [10] $6,190,000
Number of returns with tax liability 680
Total tax liability amount [11] $6,640,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $643,000
Number of returns with overpayments refunded 470
Overpayments refunded amount [13] $1,793,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,660
Number of single returns 390
Number of joint returns 1,090
Number of head of household returns 150
Number of returns with paid preparer's signature 970
Number of exemptions 4,210
Number of dependents 1,460
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $238,453,000
Number of returns with total income 1,660
Salaries and wages amount $242,349,000
Number of returns with salaries and wages 1,510
Salaries and wages amount $190,786
Number of returns with taxable interest 1,050
Taxable interest amount $1,229
Number of returns with ordinary dividends 710
Ordinary dividends amount $4,544,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $3,349
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $1,946
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $10,018,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $6,846,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,786,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $9,308,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $858,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $5,163,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $5,070,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $3,896,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $867,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $992,000
Number of returns with IRA payments 90
IRA payments amount $543,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $65,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $68,000
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 $53,414,000
Amount of AGI for itemized returns $211,100,000
Number of returns with State and local income taxes 1,370
State and local income taxes amount $12,602,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $253,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $14,684,000
Number of returns with taxes paid 1,450
Taxes paid amount $28,198,000
Number of returns with mortgage interest paid 1,060
Mortgage interest paid amount $17,035,000
Number of returns with contributions 1,190
Contributions amount $3,814,000
Number of returns with taxable income 1,650
Taxable income amount $166,028,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $30,194,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $616,000
Number of returns with total tax credits 600
Total tax credits amount $860,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $103,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $234,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $100,000
Number of returns with self-employment tax 260
Self-employment tax amount $1,527,000
Number of returns with total tax payments 1,620
Total tax payments amount $34,134,000
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 100
Refundable education credit amount $93,000
Number of returns with income tax 1,630
Income tax amount [10] $29,334,000
Number of returns with tax liability 1,640
Total tax liability amount [11] $30,957,000
Number of returns with net investment income tax 20
Net investment income tax $3,000
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $3,296,000
Number of returns with overpayments refunded 1,060
Overpayments refunded amount [13] $5,858,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $521,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,310
Number of single returns 170
Number of joint returns 2,060
Number of head of household returns 60
Number of returns with paid preparer's signature 1,380
Number of exemptions 7,270
Number of dependents 2,900
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] 40
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $1,475,682,000
Number of returns with total income 2,310
Salaries and wages amount $1,489,407,000
Number of returns with salaries and wages 2,200
Salaries and wages amount $1,011,597
Number of returns with taxable interest 1,930
Taxable interest amount $8,596
Number of returns with ordinary dividends 1,710
Ordinary dividends amount $35,575,000
Number of returns with qualified dividends 1,650
Qualified dividends amount [6] $28,288
Number of returns with state and local income tax refunds 1,110
State and local income tax refunds amount $7,693
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $32,478,000
Number of returns with net capital gain (less loss) 1,820
Net capital gain (less loss) amount $224,549,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $7,196,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $9,246,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $734,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $4,337,000
Number of returns with partnership/S-corp net income (less loss) 580
Partnership/S-corp net income (less loss) amount $118,986,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $13,725,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $5,754,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $2,645,000
Number of returns with IRA payments 50
IRA payments amount $520,000
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 30
Domestic production activities deduction amount $750,000
Number of returns with itemized deductions 2,300
Total itemized deductions amount $238,592,000
Amount of AGI for itemized returns $1,468,369,000
Number of returns with State and local income taxes 2,270
State and local income taxes amount $142,845,000
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 2,150
Real estate taxes amount $45,501,000
Number of returns with taxes paid 2,300
Taxes paid amount $190,289,000
Number of returns with mortgage interest paid 1,920
Mortgage interest paid amount $40,328,000
Number of returns with contributions 2,030
Contributions amount $20,121,000
Number of returns with taxable income 2,310
Taxable income amount $1,221,873,000
Number of returns with income tax before credits 2,310
Income tax before credits amount $366,526,000
Number of returns with alternative minimum tax 1,820
Alternative minimum tax amount $22,464,000
Number of returns with total tax credits 1,100
Total tax credits amount $6,284,000
Number of returns with foreign tax credit 740
Foreign tax credit amount $3,702,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $178,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $480,000
Number of returns with self-employment tax 380
Self-employment tax amount $3,712,000
Number of returns with total tax payments 2,300
Total tax payments amount $359,919,000
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 2,310
Income tax amount [10] $360,242,000
Number of returns with tax liability 2,310
Total tax liability amount [11] $378,466,000
Number of returns with net investment income tax 1,550
Net investment income tax $9,118,000
Number of returns with tax due at time of filing 1,370
Tax due at time of filing amount [12] $41,501,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [13] $10,741,000
Number of returns with credit to next year’s estimated tax 260
Credited to next year’s estimated tax amount $11,841,000

[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.