CHARLOTTE, NC 28205
Local Weather
Scattered Clouds
Feels Like: 85°F
Wind: NE at 8 mph
85° Weather Information
Zip Code Database List
1-800-425-1169
 

FREE ZIP Code Finder
Enter ZIP Code:

*Find Info on any U.S. ZIP Code
Find ZIP+4 of Address
Address(U.S.):
Town/City:
State:
 

*Find the ZIP Code, county, and +4 of any U.S. Address
Other FREE Lookups
Town/City:
State:
County:
Area Code:
 

*Lookup ZIP Code of any city, state, county or area code
FREE Radius Search
Find all ZIP Codes

Between
And
of ZIP Code:
 

» Download the FREE Radius Finder Application

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

Start ZIP:
End ZIP:
 






Share |

ZIP Code 28205 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2013



28205 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28205 [1] 21,750
Total Number of Single Tax Returns for ZIP Code 28205 4,350
Total Number of Joint Tax Returns for ZIP Code 28205 4,590
Total Number of Dependents for ZIP Code 28205 14,160
Total Adjusted Gross Income for ZIP Code 28205 $943,516,000
Average Income per Person for ZIP Code 28205 $21,477
Average Income per Household for ZIP Code 28205 $43,380

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


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 10,710
Number of single returns 6,250
Number of joint returns 970
Number of head of household returns 3,350
Number of returns with paid preparer's signature 6,240
Number of exemptions 18,920
Number of dependents 7,810
Adjust gross income (AGI) [2] $142,872,000
Number of returns with total income 10,710
Salaries and wages amount $146,110,000
Number of returns with salaries and wages 8,630
Salaries and wages amount $113,447
Number of returns with taxable interest 750
Taxable interest amount $360
Number of returns with ordinary dividends 450
Ordinary dividends amount $760,000
Number of returns with qualified dividends 400
Qualified dividends amount [3] $489
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $139
Number of returns with business or professional net income (less loss) 2,700
Business or professional net income (less loss) amount $20,068,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $247,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,794,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $4,805,000
Number of farm returns 0
Number of returns with unemployment compensation 730
Unemployment compensation amount [4] $3,283,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $303,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $426,000
Number of returns with total statutory adjustments 2,900
Total statutory adjustments amount $3,237,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $363,000
Number of returns with IRA payments 60
IRA payments amount $124,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $445,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $333,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 640
Total itemized deductions amount $7,833,000
Amount of AGI for itemized returns $9,909,000
Number of returns with State and local income taxes 380
State and local income taxes amount $377,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $119,000
Number of returns with real estate taxes 410
Real estate taxes amount $876,000
Number of returns with taxes paid 630
Taxes paid amount $1,473,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,718,000
Number of returns with contributions 480
Contributions amount $898,000
Number of returns with taxable income 4,350
Taxable income amount $26,417,000
Number of returns with income tax before credits 4,300
Income tax before credits amount $2,781,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,570
Total tax credits amount $580,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 580
Nonrefundable education credit amount $320,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $72,000
Number of returns with child tax credit 450
Child tax credit amount $142,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 2,280
Self-employment tax amount $3,139,000
Number of returns with total tax payments 9,930
Total tax payments amount $27,008,000
Number of returns with earned income credit 5,160
Earned income credit amount [5] $13,789,000
Number of returns with excess earned income credit 4,630
Excess earned income credit (refundable) amount [6] $11,869,000
Number of returns with additional child tax credit 3,580
Additional child tax credit amount $4,681,000
Number of returns with refundable education credit 1,130
Refundable education credit amount $1,004,000
Number of returns with income tax 3,220
Income tax amount [7] $2,201,000
Number of returns with tax liability 5,230
Total tax liability amount [8] $5,403,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,230
Tax due at time of filing amount [9] $1,164,000
Number of returns with overpayments refunded 9,110
Overpayments refunded amount [10] $22,837,000

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

Number of returns [1] 5,700
Number of single returns 3,310
Number of joint returns 1,090
Number of head of household returns 1,170
Number of returns with paid preparer's signature 2,770
Number of exemptions 10,800
Number of dependents 4,030
Adjust gross income (AGI) [2] $201,933,000
Number of returns with total income 5,700
Salaries and wages amount $204,753,000
Number of returns with salaries and wages 5,320
Salaries and wages amount $180,498
Number of returns with taxable interest 810
Taxable interest amount $323
Number of returns with ordinary dividends 490
Ordinary dividends amount $829,000
Number of returns with qualified dividends 450
Qualified dividends amount [3] $594
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $499
Number of returns with business or professional net income (less loss) 810
Business or professional net income (less loss) amount $7,149,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $603,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,877,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $6,984,000
Number of farm returns 0
Number of returns with unemployment compensation 310
Unemployment compensation amount [4] $1,783,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $2,215,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,746,000
Number of returns with total statutory adjustments 1,670
Total statutory adjustments amount $2,820,000
Number of returns with educator expenses 210
Educator expenses amount $49,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $379,000
Number of returns with IRA payments 120
IRA payments amount $390,000
Number of returns with student loan interest deduction 870
Student loan interest deduction amount $923,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,240
Total itemized deductions amount $16,794,000
Amount of AGI for itemized returns $47,603,000
Number of returns with State and local income taxes 1,070
State and local income taxes amount $2,304,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $132,000
Number of returns with real estate taxes 880
Real estate taxes amount $1,796,000
Number of returns with taxes paid 1,230
Taxes paid amount $4,502,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $4,291,000
Number of returns with contributions 970
Contributions amount $2,447,000
Number of returns with taxable income 5,460
Taxable income amount $108,477,000
Number of returns with income tax before credits 5,440
Income tax before credits amount $13,608,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,160
Total tax credits amount $1,688,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $144,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $467,000
Number of returns with retirement savings contribution credit 640
Retirement savings contribution credit amount $116,000
Number of returns with child tax credit 1,140
Child tax credit amount $927,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 590
Self-employment tax amount $1,243,000
Number of returns with total tax payments 5,570
Total tax payments amount $22,535,000
Number of returns with earned income credit 1,060
Earned income credit amount [5] $2,231,000
Number of returns with excess earned income credit 890
Excess earned income credit (refundable) amount [6] $1,883,000
Number of returns with additional child tax credit 1,130
Additional child tax credit amount $1,963,000
Number of returns with refundable education credit 340
Refundable education credit amount $316,000
Number of returns with income tax 4,420
Income tax amount [7] $11,919,000
Number of returns with tax liability 4,640
Total tax liability amount [8] $13,266,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 960
Tax due at time of filing amount [9] $1,541,000
Number of returns with overpayments refunded 4,700
Overpayments refunded amount [10] $10,775,000

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

Number of returns [1] 2,250
Number of single returns 1,370
Number of joint returns 690
Number of head of household returns 150
Number of returns with paid preparer's signature 1,040
Number of exemptions 3,750
Number of dependents 810
Adjust gross income (AGI) [2] $137,179,000
Number of returns with total income 2,250
Salaries and wages amount $139,026,000
Number of returns with salaries and wages 2,100
Salaries and wages amount $118,648
Number of returns with taxable interest 700
Taxable interest amount $318
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,093,000
Number of returns with qualified dividends 460
Qualified dividends amount [3] $746
Number of returns with state and local income tax refunds 800
State and local income tax refunds amount $590
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $3,695,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $855,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,830,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $5,770,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $738,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $3,097,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,075,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $1,848,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $183,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $365,000
Number of returns with IRA payments 60
IRA payments amount $155,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $469,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $89,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,170
Total itemized deductions amount $18,647,000
Amount of AGI for itemized returns $72,507,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $3,950,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $63,000
Number of returns with real estate taxes 1,000
Real estate taxes amount $2,406,000
Number of returns with taxes paid 1,170
Taxes paid amount $6,691,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $5,725,000
Number of returns with contributions 940
Contributions amount $2,220,000
Number of returns with taxable income 2,240
Taxable income amount $94,991,000
Number of returns with income tax before credits 2,240
Income tax before credits amount $14,187,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $804,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $165,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 350
Child tax credit amount $513,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 270
Self-employment tax amount $714,000
Number of returns with total tax payments 2,230
Total tax payments amount $16,821,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 60
Additional child tax credit amount $62,000
Number of returns with refundable education credit 80
Refundable education credit amount $68,000
Number of returns with income tax 2,180
Income tax amount [7] $13,384,000
Number of returns with tax liability 2,200
Total tax liability amount [8] $14,180,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [9] $1,298,000
Number of returns with overpayments refunded 1,660
Overpayments refunded amount [10] $3,818,000

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

Number of returns [1] 1,170
Number of single returns 530
Number of joint returns 570
Number of head of household returns 40
Number of returns with paid preparer's signature 540
Number of exemptions 2,210
Number of dependents 470
Adjust gross income (AGI) [2] $100,536,000
Number of returns with total income 1,170
Salaries and wages amount $101,904,000
Number of returns with salaries and wages 1,110
Salaries and wages amount $86,224
Number of returns with taxable interest 480
Taxable interest amount $228
Number of returns with ordinary dividends 340
Ordinary dividends amount $812,000
Number of returns with qualified dividends 330
Qualified dividends amount [3] $647
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $564
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $3,288,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $635,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,239,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $4,306,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $260,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,301,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,951,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,368,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $326,000
Number of returns with IRA payments 50
IRA payments amount $231,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $215,000
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 830
Total itemized deductions amount $14,756,000
Amount of AGI for itemized returns $72,141,000
Number of returns with State and local income taxes 800
State and local income taxes amount $4,214,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $45,000
Number of returns with real estate taxes 710
Real estate taxes amount $1,837,000
Number of returns with taxes paid 830
Taxes paid amount $6,292,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $4,546,000
Number of returns with contributions 700
Contributions amount $1,838,000
Number of returns with taxable income 1,160
Taxable income amount $73,737,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $11,951,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $567,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $96,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $330,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 170
Self-employment tax amount $551,000
Number of returns with total tax payments 1,160
Total tax payments amount $13,718,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $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 $39,000
Number of returns with income tax 1,160
Income tax amount [7] $11,384,000
Number of returns with tax liability 1,160
Total tax liability amount [8] $12,025,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [9] $941,000
Number of returns with overpayments refunded 840
Overpayments refunded amount [10] $2,584,000

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

Number of returns [1] 1,460
Number of single returns 480
Number of joint returns 920
Number of head of household returns 40
Number of returns with paid preparer's signature 750
Number of exemptions 3,120
Number of dependents 730
Adjust gross income (AGI) [2] $199,821,000
Number of returns with total income 1,460
Salaries and wages amount $202,408,000
Number of returns with salaries and wages 1,410
Salaries and wages amount $173,488
Number of returns with taxable interest 780
Taxable interest amount $527
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,866,000
Number of returns with qualified dividends 650
Qualified dividends amount [3] $1,378
Number of returns with state and local income tax refunds 920
State and local income tax refunds amount $1,026
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $4,889,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $3,154,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,509,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $5,188,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $283,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,762,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $8,110,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $2,588,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $351,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $468,000
Number of returns with IRA payments 50
IRA payments amount $248,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $212,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $88,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $261,000
Number of returns with itemized deductions 1,310
Total itemized deductions amount $31,744,000
Amount of AGI for itemized returns $181,384,000
Number of returns with State and local income taxes 1,290
State and local income taxes amount $11,291,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,150
Real estate taxes amount $3,881,000
Number of returns with taxes paid 1,310
Taxes paid amount $15,632,000
Number of returns with mortgage interest paid 1,110
Mortgage interest paid amount $9,651,000
Number of returns with contributions 1,150
Contributions amount $3,853,000
Number of returns with taxable income 1,460
Taxable income amount $154,355,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $28,979,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $128,000
Number of returns with total tax credits 550
Total tax credits amount $540,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $83,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $87,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $68,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $222,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 240
Self-employment tax amount $945,000
Number of returns with total tax payments 1,450
Total tax payments amount $31,736,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $39,000
Number of returns with income tax 1,450
Income tax amount [7] $28,440,000
Number of returns with tax liability 1,460
Total tax liability amount [8] $29,571,000
Number of returns with Additional Medicare tax 20
Additional Medicare tax $6,000
Number of returns with net investment income tax 0
Net investment income tax $6,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [9] $2,141,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [10] $3,977,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 460
Number of single returns 110
Number of joint returns 350
Number of head of household returns 0
Number of returns with paid preparer's signature 330
Number of exemptions 1,120
Number of dependents 310
Adjust gross income (AGI) [2] $161,175,000
Number of returns with total income 460
Salaries and wages amount $163,898,000
Number of returns with salaries and wages 430
Salaries and wages amount $114,241
Number of returns with taxable interest 340
Taxable interest amount $686
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,877,000
Number of returns with qualified dividends 320
Qualified dividends amount [3] $1,351
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $530
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $6,344,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $6,924,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,558,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,221,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 20
Taxable Social Security benefits amount $493,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $27,186,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $2,723,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $827,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $559,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $22,449,000
Amount of AGI for itemized returns $157,930,000
Number of returns with State and local income taxes 450
State and local income taxes amount $10,151,000
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 420
Real estate taxes amount $2,353,000
Number of returns with taxes paid 450
Taxes paid amount $12,747,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $5,384,000
Number of returns with contributions 430
Contributions amount $3,402,000
Number of returns with taxable income 460
Taxable income amount $135,577,000
Number of returns with income tax before credits 460
Income tax before credits amount $36,380,000
Number of returns with alternative minimum tax 300
Alternative minimum tax amount $1,261,000
Number of returns with total tax credits 220
Total tax credits amount $336,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $77,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $42,000
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 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 110
Self-employment tax amount $1,066,000
Number of returns with total tax payments 460
Total tax payments amount $36,855,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $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 460
Income tax amount [7] $36,044,000
Number of returns with tax liability 460
Total tax liability amount [8] $37,887,000
Number of returns with Additional Medicare tax 290
Additional Medicare tax $340,000
Number of returns with net investment income tax 260
Net investment income tax $340,000
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [9] $3,884,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [10] $1,373,000

[1] 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] Does not include returns with adjusted gross deficit.

[3] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates. The maximum qualified dividends tax rate is 15%.

[4] 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.

[5] 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 6 below for explanation of the refundable portion of the earned income credit.

[6] 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.

[7] Income tax reflects the amount reported on Form 1040 line 55. It also includes data from Form 1040A and 1040EZ filers.

[8] “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.

[9] 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.

[10] The amount of overpayments the tax filer requested to have refunded.