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ZIP Code Database - Facts & Stats

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ZIP Code 95628 Income Tax Stats

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

ZIP Code 95628 Data

Zip Code:95628
City:Fair Oaks
State:CA [California]
Counties: SACRAMENTO, CA
City Alias(es):Fair Oaks
Area Code:916
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


95628 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95628 [1] 21,250
Total Number of Single Tax Returns for ZIP Code 95628 7,610
Total Number of Joint Tax Returns for ZIP Code 95628 8,870
Total Number of Dependents for ZIP Code 95628 10,350
Total Adjusted Gross Income for ZIP Code 95628 $1,958,445,000
Average Income per Person for ZIP Code 95628 $48,722
Average Income per Household for ZIP Code 95628 $92,162

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 5,510
Number of single returns 4,280
Number of joint returns 600
Number of head of household returns 550
Number of returns with paid preparer's signature 2,230
Number of exemptions 6,450
Number of dependents 1,410
Total number of volunteer prepared returns [5] 180
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 140
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 1,350
Adjust gross income (AGI) [5] $67,379,000
Number of returns with total income 5,510
Salaries and wages amount $69,511,000
Number of returns with salaries and wages 3,840
Salaries and wages amount $46,653
Number of returns with taxable interest 1,170
Taxable interest amount $812
Number of returns with ordinary dividends 690
Ordinary dividends amount $1,475,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $908
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 1,110
Business or professional net income (less loss) amount $8,667,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $1,226,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $2,687,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $7,762,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $903,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $688,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($307,000)
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $2,132,000
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 170
Self-employment health insurance deduction amount $542,000
Number of returns with IRA payments 50
IRA payments amount $232,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $167,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $121,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 540
Total itemized deductions amount $9,870,000
Amount of AGI for itemized returns $7,452,000
Number of returns with State and local income taxes 130
State and local income taxes amount $236,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $252,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,507,000
Number of returns with taxes paid 530
Taxes paid amount $2,079,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,517,000
Number of returns with contributions 330
Contributions amount $561,000
Number of returns with taxable income 2,630
Taxable income amount $16,154,000
Number of returns with income tax before credits 2,570
Income tax before credits amount $1,688,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $179,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 110
Child tax credit amount $37,000
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 $1,390,000
Number of returns with total tax payments 4,700
Total tax payments amount $8,670,000
Number of returns with earned income credit 1,520
Earned income credit amount [8] $2,894,000
Number of returns with excess earned income credit 1,190
Excess earned income credit (refundable) amount [9] $2,316,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $710,000
Number of returns with refundable education credit 220
Refundable education credit amount $170,000
Number of returns with income tax 2,290
Income tax amount [10] $1,509,000
Number of returns with tax liability 2,990
Total tax liability amount [11] $2,992,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $744,000
Number of returns with overpayments refunded 4,160
Overpayments refunded amount [13] $6,295,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $83,000

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

Number of returns 4,150
Number of single returns 2,570
Number of joint returns 940
Number of head of household returns 540
Number of returns with paid preparer's signature 1,770
Number of exemptions 6,720
Number of dependents 1,670
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 540
Number of elderly returns [4] 1,150
Adjust gross income (AGI) [5] $153,176,000
Number of returns with total income 4,150
Salaries and wages amount $156,181,000
Number of returns with salaries and wages 3,140
Salaries and wages amount $108,585
Number of returns with taxable interest 1,240
Taxable interest amount $804
Number of returns with ordinary dividends 640
Ordinary dividends amount $2,044,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,417
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $266
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $9,845,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $1,385,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $5,327,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $18,969,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $1,136,000
Number of returns with taxable Social Security benefits 870
Taxable Social Security benefits amount $6,292,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $922,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $3,005,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $337,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $702,000
Number of returns with IRA payments 70
IRA payments amount $382,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $325,000
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 900
Total itemized deductions amount $16,437,000
Amount of AGI for itemized returns $34,278,000
Number of returns with State and local income taxes 470
State and local income taxes amount $908,000
Number of returns with State and local general sales tax 410
State and local general sales tax amount $439,000
Number of returns with real estate taxes 720
Real estate taxes amount $2,540,000
Number of returns with taxes paid 890
Taxes paid amount $4,085,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $4,904,000
Number of returns with contributions 660
Contributions amount $1,612,000
Number of returns with taxable income 3,970
Taxable income amount $84,132,000
Number of returns with income tax before credits 3,930
Income tax before credits amount $10,562,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,220
Total tax credits amount $1,005,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $246,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $64,000
Number of returns with child tax credit 600
Child tax credit amount $581,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 520
Self-employment tax amount $1,659,000
Number of returns with total tax payments 3,930
Total tax payments amount $15,882,000
Number of returns with earned income credit 590
Earned income credit amount [8] $1,131,000
Number of returns with excess earned income credit 420
Excess earned income credit (refundable) amount [9] $821,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $535,000
Number of returns with refundable education credit 170
Refundable education credit amount $128,000
Number of returns with income tax 3,570
Income tax amount [10] $9,557,000
Number of returns with tax liability 3,740
Total tax liability amount [11] $11,398,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [12] $1,922,000
Number of returns with overpayments refunded 3,060
Overpayments refunded amount [13] $6,090,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $258,000

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

Number of returns 3,030
Number of single returns 1,480
Number of joint returns 1,120
Number of head of household returns 360
Number of returns with paid preparer's signature 1,520
Number of exemptions 5,530
Number of dependents 1,390
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 270
Number of elderly returns [4] 1,150
Adjust gross income (AGI) [5] $188,446,000
Number of returns with total income 3,030
Salaries and wages amount $190,996,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $124,646
Number of returns with taxable interest 1,510
Taxable interest amount $1,172
Number of returns with ordinary dividends 720
Ordinary dividends amount $2,541,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $1,616
Number of returns with state and local income tax refunds 690
State and local income tax refunds amount $744
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $6,280,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $2,653,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $6,802,000
Number of returns with taxable pensions and annuities 940
Taxable pensions and annuities amount $29,641,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $752,000
Number of returns with taxable Social Security benefits 870
Taxable Social Security benefits amount $13,125,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,981,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $2,550,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $662,000
Number of returns with IRA payments 80
IRA payments amount $430,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $335,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $34,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,370
Total itemized deductions amount $27,719,000
Amount of AGI for itemized returns $86,510,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $2,927,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $456,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $4,779,000
Number of returns with taxes paid 1,370
Taxes paid amount $8,559,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $8,474,000
Number of returns with contributions 1,110
Contributions amount $3,020,000
Number of returns with taxable income 3,000
Taxable income amount $123,284,000
Number of returns with income tax before credits 2,980
Income tax before credits amount $17,723,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 970
Total tax credits amount $1,212,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 590
Child tax credit amount $878,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $42,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,184,000
Number of returns with total tax payments 2,950
Total tax payments amount $20,703,000
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 70
Additional child tax credit amount $79,000
Number of returns with refundable education credit 90
Refundable education credit amount $66,000
Number of returns with income tax 2,910
Income tax amount [10] $16,511,000
Number of returns with tax liability 2,940
Total tax liability amount [11] $17,812,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 950
Tax due at time of filing amount [12] $2,331,000
Number of returns with overpayments refunded 2,000
Overpayments refunded amount [13] $4,913,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $240,000

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

Number of returns 2,390
Number of single returns 840
Number of joint returns 1,300
Number of head of household returns 220
Number of returns with paid preparer's signature 1,270
Number of exemptions 5,020
Number of dependents 1,340
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 170
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $207,787,000
Number of returns with total income 2,390
Salaries and wages amount $210,505,000
Number of returns with salaries and wages 1,770
Salaries and wages amount $132,177
Number of returns with taxable interest 1,510
Taxable interest amount $1,087
Number of returns with ordinary dividends 710
Ordinary dividends amount $3,150,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $2,144
Number of returns with state and local income tax refunds 830
State and local income tax refunds amount $1,109
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $7,945,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $3,042,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $8,199,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $35,918,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $557,000
Number of returns with taxable Social Security benefits 760
Taxable Social Security benefits amount $14,573,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,738,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $2,718,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $316,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $672,000
Number of returns with IRA payments 60
IRA payments amount $352,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $224,000
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 1,510
Total itemized deductions amount $32,929,000
Amount of AGI for itemized returns $132,379,000
Number of returns with State and local income taxes 1,320
State and local income taxes amount $5,601,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $337,000
Number of returns with real estate taxes 1,320
Real estate taxes amount $5,178,000
Number of returns with taxes paid 1,510
Taxes paid amount $11,595,000
Number of returns with mortgage interest paid 1,160
Mortgage interest paid amount $10,677,000
Number of returns with contributions 1,250
Contributions amount $3,542,000
Number of returns with taxable income 2,380
Taxable income amount $144,678,000
Number of returns with income tax before credits 2,370
Income tax before credits amount $22,154,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 880
Total tax credits amount $1,232,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $27,000
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 140
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 540
Child tax credit amount $846,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $96,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,343,000
Number of returns with total tax payments 2,340
Total tax payments amount $24,907,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $33,000
Number of returns with refundable education credit 100
Refundable education credit amount $76,000
Number of returns with income tax 2,340
Income tax amount [10] $20,922,000
Number of returns with tax liability 2,350
Total tax liability amount [11] $22,401,000
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] $2,609,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $4,819,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $228,000

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

Number of returns 4,520
Number of single returns 780
Number of joint returns 3,480
Number of head of household returns 210
Number of returns with paid preparer's signature 2,610
Number of exemptions 11,270
Number of dependents 3,270
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] 240
Number of elderly returns [4] 1,920
Adjust gross income (AGI) [5] $629,261,000
Number of returns with total income 4,520
Salaries and wages amount $637,888,000
Number of returns with salaries and wages 3,540
Salaries and wages amount $407,925
Number of returns with taxable interest 3,410
Taxable interest amount $3,332
Number of returns with ordinary dividends 1,840
Ordinary dividends amount $11,619,000
Number of returns with qualified dividends 1,720
Qualified dividends amount [6] $8,512
Number of returns with state and local income tax refunds 2,160
State and local income tax refunds amount $3,879
Number of returns with business or professional net income (less loss) 920
Business or professional net income (less loss) amount $20,646,000
Number of returns with net capital gain (less loss) 1,710
Net capital gain (less loss) amount $17,653,000
Number of returns with taxable individual retirement arrangements distributions 1,090
Taxable individual retirement arrangements distributions amount $27,238,000
Number of returns with taxable pensions and annuities 1,630
Taxable pensions and annuities amount $95,320,000
Number of farm returns 40
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $1,044,000
Number of returns with taxable Social Security benefits 1,380
Taxable Social Security benefits amount $32,345,000
Number of returns with partnership/S-corp net income (less loss) 460
Partnership/S-corp net income (less loss) amount $11,175,000
Number of returns with total statutory adjustments 1,440
Total statutory adjustments amount $8,627,000
Number of returns with educator expenses 240
Educator expenses amount $64,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,768,000
Number of returns with self-employment health insurance deduction 250
Self-employment health insurance deduction amount $2,051,000
Number of returns with IRA payments 150
IRA payments amount $883,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $427,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $112,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $98,000
Number of returns with itemized deductions 3,810
Total itemized deductions amount $108,574,000
Amount of AGI for itemized returns $538,266,000
Number of returns with State and local income taxes 3,570
State and local income taxes amount $28,232,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $644,000
Number of returns with real estate taxes 3,520
Real estate taxes amount $17,358,000
Number of returns with taxes paid 3,810
Taxes paid amount $47,906,000
Number of returns with mortgage interest paid 3,100
Mortgage interest paid amount $32,895,000
Number of returns with contributions 3,410
Contributions amount $13,050,000
Number of returns with taxable income 4,520
Taxable income amount $466,113,000
Number of returns with income tax before credits 4,500
Income tax before credits amount $81,028,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $361,000
Number of returns with total tax credits 1,770
Total tax credits amount $1,970,000
Number of returns with foreign tax credit 670
Foreign tax credit amount $163,000
Number of returns with child and dependent care credit 400
Child and dependent care credit amount $234,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $346,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 650
Child tax credit amount $867,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $144,000
Number of returns with self-employment tax 650
Self-employment tax amount $3,330,000
Number of returns with total tax payments 4,470
Total tax payments amount $85,925,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 250
Refundable education credit amount $210,000
Number of returns with income tax 4,490
Income tax amount [10] $79,059,000
Number of returns with tax liability 4,500
Total tax liability amount [11] $82,865,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,790
Tax due at time of filing amount [12] $8,691,000
Number of returns with overpayments refunded 2,510
Overpayments refunded amount [13] $10,594,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $1,025,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,650
Number of single returns 170
Number of joint returns 1,430
Number of head of household returns 40
Number of returns with paid preparer's signature 1,190
Number of exemptions 4,350
Number of dependents 1,270
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] 30
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $712,396,000
Number of returns with total income 1,650
Salaries and wages amount $725,092,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $370,665
Number of returns with taxable interest 1,430
Taxable interest amount $7,653
Number of returns with ordinary dividends 950
Ordinary dividends amount $15,440,000
Number of returns with qualified dividends 920
Qualified dividends amount [6] $11,391
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $4,359
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $29,532,000
Number of returns with net capital gain (less loss) 990
Net capital gain (less loss) amount $106,890,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $17,839,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $38,525,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $261,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $11,590,000
Number of returns with partnership/S-corp net income (less loss) 460
Partnership/S-corp net income (less loss) amount $100,207,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $12,696,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $3,816,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,439,000
Number of returns with IRA payments 30
IRA payments amount $243,000
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 40
Domestic production activities deduction amount $1,831,000
Number of returns with itemized deductions 1,610
Total itemized deductions amount $117,541,000
Amount of AGI for itemized returns $696,434,000
Number of returns with State and local income taxes 1,580
State and local income taxes amount $63,837,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $108,000
Number of returns with real estate taxes 1,550
Real estate taxes amount $12,189,000
Number of returns with taxes paid 1,610
Taxes paid amount $77,089,000
Number of returns with mortgage interest paid 1,260
Mortgage interest paid amount $16,917,000
Number of returns with contributions 1,500
Contributions amount $16,584,000
Number of returns with taxable income 1,650
Taxable income amount $582,176,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $156,068,000
Number of returns with alternative minimum tax 1,030
Alternative minimum tax amount $7,959,000
Number of returns with total tax credits 600
Total tax credits amount $1,175,000
Number of returns with foreign tax credit 440
Foreign tax credit amount $238,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $66,000
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 60
Residential energy tax credit amount $128,000
Number of returns with self-employment tax 370
Self-employment tax amount $3,394,000
Number of returns with total tax payments 1,630
Total tax payments amount $158,965,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,650
Income tax amount [10] $154,893,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $162,379,000
Number of returns with net investment income tax 870
Net investment income tax $2,534,000
Number of returns with tax due at time of filing 880
Tax due at time of filing amount [12] $20,145,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $5,805,000
Number of returns with credit to next year’s estimated tax 250
Credited to next year’s estimated tax amount $7,859,000

[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.