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ZIP Code Database - Facts & Stats

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ZIP Code 27012 Income Tax Stats

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

ZIP Code 27012 Data

Zip Code:27012
City:Clemmons
State:NC [North Carolina]
Counties: FORSYTH, NC
City Alias(es):Clemmons
Area Code:336
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27012 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27012 [1] 13,550
Total Number of Single Tax Returns for ZIP Code 27012 5,820
Total Number of Joint Tax Returns for ZIP Code 27012 6,700
Total Number of Dependents for ZIP Code 27012 8,240
Total Adjusted Gross Income for ZIP Code 27012 $1,194,753,000
Average Income per Person for ZIP Code 27012 $46,925
Average Income per Household for ZIP Code 27012 $88,174

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


Adjusted Gross Income: 1 under $25,000

Number of returns 3,790
Number of single returns 2,870
Number of joint returns 480
Number of head of household returns 380
Number of returns with paid preparer's signature 1,610
Number of exemptions 4,060
Number of dependents 910
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 450
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $42,670,000
Number of returns with total income 3,790
Salaries and wages amount $43,482,000
Number of returns with salaries and wages 2,810
Salaries and wages amount $30,703
Number of returns with taxable interest 740
Taxable interest amount $329
Number of returns with ordinary dividends 510
Ordinary dividends amount $833,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $580
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $3,204,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $339,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,416,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $5,165,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $107,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $482,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $148,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $812,000
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 70
Self-employment health insurance deduction amount $137,000
Number of returns with IRA payments 20
IRA payments amount $69,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $139,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $5,523,000
Amount of AGI for itemized returns $4,643,000
Number of returns with State and local income taxes 140
State and local income taxes amount $121,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $90,000
Number of returns with real estate taxes 250
Real estate taxes amount $637,000
Number of returns with taxes paid 320
Taxes paid amount $904,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,091,000
Number of returns with contributions 250
Contributions amount $605,000
Number of returns with taxable income 1,590
Taxable income amount $9,242,000
Number of returns with income tax before credits 1,560
Income tax before credits amount $1,005,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $132,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 70
Child tax credit amount $24,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 450
Self-employment tax amount $568,000
Number of returns with total tax payments 3,330
Total tax payments amount $5,661,000
Number of returns with earned income credit 870
Earned income credit amount [8] $1,926,000
Number of returns with excess earned income credit 730
Excess earned income credit (refundable) amount [9] $1,667,000
Number of returns with additional child tax credit 450
Additional child tax credit amount $529,000
Number of returns with refundable education credit 170
Refundable education credit amount $127,000
Number of returns with income tax 1,350
Income tax amount [10] $873,000
Number of returns with tax liability 1,740
Total tax liability amount [11] $1,499,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $307,000
Number of returns with overpayments refunded 3,050
Overpayments refunded amount [13] $4,434,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $28,000

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

Number of returns 2,460
Number of single returns 1,230
Number of joint returns 700
Number of head of household returns 440
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,410
Number of dependents 1,260
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 350
Number of elderly returns [4] 720
Adjust gross income (AGI) [5] $90,572,000
Number of returns with total income 2,460
Salaries and wages amount $91,952,000
Number of returns with salaries and wages 1,950
Salaries and wages amount $67,574
Number of returns with taxable interest 720
Taxable interest amount $457
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,562,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,113
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $111
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,810,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $811,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $3,941,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $9,408,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $80,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $4,522,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $612,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,380,000
Number of returns with educator expenses 80
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $200,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $316,000
Number of returns with IRA payments 70
IRA payments amount $296,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $232,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $21,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 580
Total itemized deductions amount $9,782,000
Amount of AGI for itemized returns $22,256,000
Number of returns with State and local income taxes 440
State and local income taxes amount $855,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $97,000
Number of returns with real estate taxes 470
Real estate taxes amount $974,000
Number of returns with taxes paid 570
Taxes paid amount $2,037,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,039,000
Number of returns with contributions 460
Contributions amount $1,592,000
Number of returns with taxable income 2,360
Taxable income amount $47,051,000
Number of returns with income tax before credits 2,340
Income tax before credits amount $5,816,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $807,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $195,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $70,000
Number of returns with child tax credit 480
Child tax credit amount $445,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 240
Self-employment tax amount $559,000
Number of returns with total tax payments 2,380
Total tax payments amount $9,878,000
Number of returns with earned income credit 490
Earned income credit amount [8] $941,000
Number of returns with excess earned income credit 370
Excess earned income credit (refundable) amount [9] $740,000
Number of returns with additional child tax credit 340
Additional child tax credit amount $439,000
Number of returns with refundable education credit 140
Refundable education credit amount $116,000
Number of returns with income tax 1,990
Income tax amount [10] $5,008,000
Number of returns with tax liability 2,120
Total tax liability amount [11] $5,670,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $732,000
Number of returns with overpayments refunded 1,950
Overpayments refunded amount [13] $4,721,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $54,000

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

Number of returns 1,920
Number of single returns 690
Number of joint returns 940
Number of head of household returns 210
Number of returns with paid preparer's signature 1,040
Number of exemptions 3,990
Number of dependents 1,130
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $118,369,000
Number of returns with total income 1,920
Salaries and wages amount $119,854,000
Number of returns with salaries and wages 1,510
Salaries and wages amount $82,307
Number of returns with taxable interest 860
Taxable interest amount $630
Number of returns with ordinary dividends 520
Ordinary dividends amount $2,182,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,599
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $208
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $2,455,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,759,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $5,347,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $13,664,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $66,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $10,049,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,031,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $1,485,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $286,000
Number of returns with IRA payments 70
IRA payments amount $340,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $267,000
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 850
Total itemized deductions amount $14,590,000
Amount of AGI for itemized returns $52,708,000
Number of returns with State and local income taxes 770
State and local income taxes amount $2,090,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $73,000
Number of returns with real estate taxes 750
Real estate taxes amount $1,603,000
Number of returns with taxes paid 850
Taxes paid amount $3,970,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,892,000
Number of returns with contributions 730
Contributions amount $2,732,000
Number of returns with taxable income 1,910
Taxable income amount $76,239,000
Number of returns with income tax before credits 1,890
Income tax before credits amount $10,487,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $998,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $177,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 470
Child tax credit amount $709,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 220
Self-employment tax amount $567,000
Number of returns with total tax payments 1,880
Total tax payments amount $12,652,000
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 60
Additional child tax credit amount $85,000
Number of returns with refundable education credit 100
Refundable education credit amount $91,000
Number of returns with income tax 1,830
Income tax amount [10] $9,489,000
Number of returns with tax liability 1,850
Total tax liability amount [11] $10,167,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $1,178,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $3,541,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $102,000

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

Number of returns 1,520
Number of single returns 250
Number of joint returns 1,160
Number of head of household returns 90
Number of returns with paid preparer's signature 810
Number of exemptions 3,810
Number of dependents 1,130
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] 120
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $131,713,000
Number of returns with total income 1,520
Salaries and wages amount $133,354,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $93,111
Number of returns with taxable interest 780
Taxable interest amount $640
Number of returns with ordinary dividends 490
Ordinary dividends amount $2,349,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,815
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $244
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,728,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,787,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $6,306,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $14,091,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $122,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $9,618,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,598,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $1,641,000
Number of returns with educator expenses 70
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $338,000
Number of returns with IRA payments 60
IRA payments amount $311,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $265,000
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 $16,618,000
Amount of AGI for itemized returns $72,501,000
Number of returns with State and local income taxes 770
State and local income taxes amount $3,017,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $70,000
Number of returns with real estate taxes 780
Real estate taxes amount $1,741,000
Number of returns with taxes paid 830
Taxes paid amount $5,105,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,391,000
Number of returns with contributions 740
Contributions amount $3,036,000
Number of returns with taxable income 1,510
Taxable income amount $91,186,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $13,083,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $1,079,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $13,000
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 160
Nonrefundable education credit amount $191,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 480
Child tax credit amount $758,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 210
Self-employment tax amount $574,000
Number of returns with total tax payments 1,510
Total tax payments amount $14,416,000
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 110
Refundable education credit amount $94,000
Number of returns with income tax 1,500
Income tax amount [10] $12,003,000
Number of returns with tax liability 1,500
Total tax liability amount [11] $12,674,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,315,000
Number of returns with overpayments refunded 990
Overpayments refunded amount [13] $2,894,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $111,000

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

Number of returns 2,820
Number of single returns 240
Number of joint returns 2,470
Number of head of household returns 80
Number of returns with paid preparer's signature 1,430
Number of exemptions 7,970
Number of dependents 2,680
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $385,286,000
Number of returns with total income 2,820
Salaries and wages amount $389,301,000
Number of returns with salaries and wages 2,490
Salaries and wages amount $287,248
Number of returns with taxable interest 1,650
Taxable interest amount $1,441
Number of returns with ordinary dividends 1,220
Ordinary dividends amount $6,884,000
Number of returns with qualified dividends 1,160
Qualified dividends amount [6] $5,380
Number of returns with state and local income tax refunds 1,220
State and local income tax refunds amount $855
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $8,758,000
Number of returns with net capital gain (less loss) 1,040
Net capital gain (less loss) amount $8,718,000
Number of returns with taxable individual retirement arrangements distributions 620
Taxable individual retirement arrangements distributions amount $17,197,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $31,020,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $173,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $16,908,000
Number of returns with partnership/S-corp net income (less loss) 330
Partnership/S-corp net income (less loss) amount $8,108,000
Number of returns with total statutory adjustments 1,060
Total statutory adjustments amount $4,015,000
Number of returns with educator expenses 190
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $339,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,080,000
Number of returns with IRA payments 120
IRA payments amount $725,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $400,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $104,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $108,000
Number of returns with itemized deductions 2,300
Total itemized deductions amount $54,749,000
Amount of AGI for itemized returns $319,670,000
Number of returns with State and local income taxes 2,240
State and local income taxes amount $14,801,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $98,000
Number of returns with real estate taxes 2,230
Real estate taxes amount $5,771,000
Number of returns with taxes paid 2,300
Taxes paid amount $21,446,000
Number of returns with mortgage interest paid 2,010
Mortgage interest paid amount $15,211,000
Number of returns with contributions 2,070
Contributions amount $11,127,000
Number of returns with taxable income 2,820
Taxable income amount $291,415,000
Number of returns with income tax before credits 2,810
Income tax before credits amount $49,394,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $84,000
Number of returns with total tax credits 1,420
Total tax credits amount $1,607,000
Number of returns with foreign tax credit 410
Foreign tax credit amount $51,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $186,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $431,000
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 $828,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $47,000
Number of returns with self-employment tax 420
Self-employment tax amount $1,614,000
Number of returns with total tax payments 2,810
Total tax payments amount $51,437,000
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 280
Refundable education credit amount $259,000
Number of returns with income tax 2,810
Income tax amount [10] $47,787,000
Number of returns with tax liability 2,810
Total tax liability amount [11] $49,758,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,110
Tax due at time of filing amount [12] $4,944,000
Number of returns with overpayments refunded 1,620
Overpayments refunded amount [13] $6,063,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $503,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,040
Number of single returns 70
Number of joint returns 950
Number of head of household returns 20
Number of returns with paid preparer's signature 670
Number of exemptions 3,130
Number of dependents 1,130
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] 0
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $426,143,000
Number of returns with total income 1,040
Salaries and wages amount $431,887,000
Number of returns with salaries and wages 950
Salaries and wages amount $284,446
Number of returns with taxable interest 820
Taxable interest amount $2,404
Number of returns with ordinary dividends 690
Ordinary dividends amount $12,557,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $10,261
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $843
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $10,757,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $43,677,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $8,512,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $10,798,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $4,884,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $48,623,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $5,744,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,466,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,423,000
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 20
Domestic production activities deduction amount $502,000
Number of returns with itemized deductions 1,020
Total itemized deductions amount $46,718,000
Amount of AGI for itemized returns $416,767,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $21,740,000
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 980
Real estate taxes amount $4,245,000
Number of returns with taxes paid 1,020
Taxes paid amount $26,579,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $8,396,000
Number of returns with contributions 970
Contributions amount $13,782,000
Number of returns with taxable income 1,040
Taxable income amount $370,237,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $97,176,000
Number of returns with alternative minimum tax 500
Alternative minimum tax amount $1,972,000
Number of returns with total tax credits 440
Total tax credits amount $537,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $134,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
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 $32,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,329,000
Number of returns with total tax payments 1,040
Total tax payments amount $92,635,000
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 1,040
Income tax amount [10] $96,639,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $100,673,000
Number of returns with net investment income tax 550
Net investment income tax $1,659,000
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $13,478,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [13] $3,365,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $1,832,000

[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.