Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

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






ZIP Code Database - Facts & Stats

Share |

ZIP Code 27030 Income Tax Stats

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

ZIP Code 27030 Data

Zip Code:27030
City:Mount Airy
State:NC [North Carolina]
Counties: SURRY, NC
City Alias(es):Mount Airy
Area Code:336
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27030 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27030 [1] 15,190
Total Number of Single Tax Returns for ZIP Code 27030 5,990
Total Number of Joint Tax Returns for ZIP Code 27030 6,190
Total Number of Dependents for ZIP Code 27030 9,340
Total Adjusted Gross Income for ZIP Code 27030 $729,809,000
Average Income per Person for ZIP Code 27030 $19,018
Average Income per Household for ZIP Code 27030 $48,045

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 6,660
Number of single returns 3,990
Number of joint returns 1,220
Number of head of household returns 1,350
Number of returns with paid preparer's signature 3,700
Number of exemptions 10,230
Number of dependents 3,260
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,280
Number of elderly returns [4] 1,540
Adjust gross income (AGI) [5] $84,603,000
Number of returns with total income 6,660
Salaries and wages amount $85,827,000
Number of returns with salaries and wages 5,210
Salaries and wages amount $65,957
Number of returns with taxable interest 980
Taxable interest amount $562
Number of returns with ordinary dividends 460
Ordinary dividends amount $829,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $616
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 1,030
Business or professional net income (less loss) amount $7,677,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $388,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $2,729,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $7,249,000
Number of farm returns 70
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $211,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $503,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $23,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $1,224,000
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 110
Self-employment health insurance deduction amount $330,000
Number of returns with IRA payments 20
IRA payments amount $55,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $80,000
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 290
Total itemized deductions amount $4,657,000
Amount of AGI for itemized returns $4,147,000
Number of returns with State and local income taxes 120
State and local income taxes amount $156,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $89,000
Number of returns with real estate taxes 210
Real estate taxes amount $305,000
Number of returns with taxes paid 280
Taxes paid amount $622,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $700,000
Number of returns with contributions 210
Contributions amount $517,000
Number of returns with taxable income 2,620
Taxable income amount $14,848,000
Number of returns with income tax before credits 2,710
Income tax before credits amount $1,641,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $191,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 210
Child tax credit amount $66,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 880
Self-employment tax amount $1,246,000
Number of returns with total tax payments 6,070
Total tax payments amount $14,491,000
Number of returns with earned income credit 2,550
Earned income credit amount [8] $6,499,000
Number of returns with excess earned income credit 2,230
Excess earned income credit (refundable) amount [9] $5,759,000
Number of returns with additional child tax credit 1,470
Additional child tax credit amount $1,803,000
Number of returns with refundable education credit 150
Refundable education credit amount $105,000
Number of returns with income tax 2,310
Income tax amount [10] $1,449,000
Number of returns with tax liability 3,120
Total tax liability amount [11] $2,835,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $510,000
Number of returns with overpayments refunded 5,680
Overpayments refunded amount [13] $12,077,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $41,000

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

Number of returns 4,050
Number of single returns 1,700
Number of joint returns 1,510
Number of head of household returns 740
Number of returns with paid preparer's signature 2,400
Number of exemptions 8,270
Number of dependents 2,720
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 790
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $144,294,000
Number of returns with total income 4,050
Salaries and wages amount $145,673,000
Number of returns with salaries and wages 3,590
Salaries and wages amount $120,072
Number of returns with taxable interest 870
Taxable interest amount $583
Number of returns with ordinary dividends 410
Ordinary dividends amount $897,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $663
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $92
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $4,512,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $769,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $2,875,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $10,177,000
Number of farm returns 70
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $142,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $4,676,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $422,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,379,000
Number of returns with educator expenses 80
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 70
Self-employment health insurance deduction amount $347,000
Number of returns with IRA payments 50
IRA payments amount $211,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $192,000
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 490
Total itemized deductions amount $7,707,000
Amount of AGI for itemized returns $18,705,000
Number of returns with State and local income taxes 380
State and local income taxes amount $645,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $88,000
Number of returns with real estate taxes 400
Real estate taxes amount $616,000
Number of returns with taxes paid 490
Taxes paid amount $1,439,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,464,000
Number of returns with contributions 370
Contributions amount $1,372,000
Number of returns with taxable income 3,870
Taxable income amount $70,054,000
Number of returns with income tax before credits 3,850
Income tax before credits amount $8,512,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,700
Total tax credits amount $1,252,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $145,000
Number of returns with retirement savings contribution credit 770
Retirement savings contribution credit amount $162,000
Number of returns with child tax credit 940
Child tax credit amount $843,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 370
Self-employment tax amount $872,000
Number of returns with total tax payments 3,960
Total tax payments amount $17,257,000
Number of returns with earned income credit 1,110
Earned income credit amount [8] $2,451,000
Number of returns with excess earned income credit 900
Excess earned income credit (refundable) amount [9] $1,991,000
Number of returns with additional child tax credit 790
Additional child tax credit amount $1,129,000
Number of returns with refundable education credit 120
Refundable education credit amount $91,000
Number of returns with income tax 3,140
Income tax amount [10] $7,260,000
Number of returns with tax liability 3,370
Total tax liability amount [11] $8,402,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $772,000
Number of returns with overpayments refunded 3,460
Overpayments refunded amount [13] $9,546,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $51,000

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

Number of returns 2,060
Number of single returns 490
Number of joint returns 1,380
Number of head of household returns 160
Number of returns with paid preparer's signature 1,320
Number of exemptions 4,890
Number of dependents 1,450
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $125,775,000
Number of returns with total income 2,060
Salaries and wages amount $126,957,000
Number of returns with salaries and wages 1,790
Salaries and wages amount $98,557
Number of returns with taxable interest 750
Taxable interest amount $580
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,657,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,272
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $162
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $1,883,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,340,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $3,508,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $10,368,000
Number of farm returns 60
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $60,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $7,534,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $995,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,182,000
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 60
Self-employment health insurance deduction amount $338,000
Number of returns with IRA payments 50
IRA payments amount $239,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $166,000
Number of returns with tuition and fees deduction 40
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 500
Total itemized deductions amount $8,936,000
Amount of AGI for itemized returns $31,176,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,329,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $45,000
Number of returns with real estate taxes 440
Real estate taxes amount $711,000
Number of returns with taxes paid 500
Taxes paid amount $2,196,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $1,686,000
Number of returns with contributions 400
Contributions amount $1,631,000
Number of returns with taxable income 2,050
Taxable income amount $79,248,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $10,591,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $1,218,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $70,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $130,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 600
Child tax credit amount $935,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 240
Self-employment tax amount $520,000
Number of returns with total tax payments 2,030
Total tax payments amount $13,389,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 90
Additional child tax credit amount $116,000
Number of returns with refundable education credit 100
Refundable education credit amount $78,000
Number of returns with income tax 1,950
Income tax amount [10] $9,373,000
Number of returns with tax liability 1,970
Total tax liability amount [11] $10,095,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $995,000
Number of returns with overpayments refunded 1,530
Overpayments refunded amount [13] $4,087,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $165,000

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

Number of returns 1,100
Number of single returns 130
Number of joint returns 920
Number of head of household returns 40
Number of returns with paid preparer's signature 700
Number of exemptions 2,840
Number of dependents 820
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] 100
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $94,324,000
Number of returns with total income 1,100
Salaries and wages amount $95,286,000
Number of returns with salaries and wages 960
Salaries and wages amount $72,163
Number of returns with taxable interest 520
Taxable interest amount $468
Number of returns with ordinary dividends 240
Ordinary dividends amount $1,334,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $1,047
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $145
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,319,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,202,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,405,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $8,562,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $104,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,532,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $622,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $962,000
Number of returns with educator expenses 80
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 40
Self-employment health insurance deduction amount $254,000
Number of returns with IRA payments 30
IRA payments amount $172,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $127,000
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 410
Total itemized deductions amount $8,290,000
Amount of AGI for itemized returns $35,872,000
Number of returns with State and local income taxes 390
State and local income taxes amount $1,600,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $24,000
Number of returns with real estate taxes 380
Real estate taxes amount $699,000
Number of returns with taxes paid 410
Taxes paid amount $2,426,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,866,000
Number of returns with contributions 350
Contributions amount $1,713,000
Number of returns with taxable income 1,090
Taxable income amount $65,984,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $9,209,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $794,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $67,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $132,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $551,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 170
Self-employment tax amount $494,000
Number of returns with total tax payments 1,080
Total tax payments amount $10,649,000
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 80
Refundable education credit amount $69,000
Number of returns with income tax 1,080
Income tax amount [10] $8,415,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $9,017,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $865,000
Number of returns with overpayments refunded 770
Overpayments refunded amount [13] $2,407,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $80,000

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

Number of returns 1,040
Number of single returns 90
Number of joint returns 920
Number of head of household returns 20
Number of returns with paid preparer's signature 680
Number of exemptions 2,820
Number of dependents 860
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $133,909,000
Number of returns with total income 1,040
Salaries and wages amount $135,819,000
Number of returns with salaries and wages 900
Salaries and wages amount $93,940
Number of returns with taxable interest 660
Taxable interest amount $983
Number of returns with ordinary dividends 400
Ordinary dividends amount $2,701,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $2,177
Number of returns with state and local income tax refunds 430
State and local income tax refunds amount $305
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $4,269,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $5,614,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $5,025,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $12,599,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $6,366,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,685,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,910,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $776,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $638,000
Number of returns with IRA payments 60
IRA payments amount $364,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $146,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $82,000
Number of returns with itemized deductions 700
Total itemized deductions amount $16,463,000
Amount of AGI for itemized returns $93,544,000
Number of returns with State and local income taxes 680
State and local income taxes amount $4,481,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $38,000
Number of returns with real estate taxes 670
Real estate taxes amount $1,672,000
Number of returns with taxes paid 700
Taxes paid amount $6,415,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $3,663,000
Number of returns with contributions 630
Contributions amount $3,634,000
Number of returns with taxable income 1,030
Taxable income amount $101,915,000
Number of returns with income tax before credits 1,030
Income tax before credits amount $16,749,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $628,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $177,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $328,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $786,000
Number of returns with total tax payments 1,030
Total tax payments amount $18,027,000
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 120
Refundable education credit amount $114,000
Number of returns with income tax 1,030
Income tax amount [10] $16,121,000
Number of returns with tax liability 1,030
Total tax liability amount [11] $17,137,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,859,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $2,469,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $264,000

Adjusted Gross Income: $200,000 or more

Number of returns 280
Number of single returns 40
Number of joint returns 240
Number of head of household returns 0
Number of returns with paid preparer's signature 250
Number of exemptions 760
Number of dependents 230
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] 110
Adjust gross income (AGI) [5] $146,904,000
Number of returns with total income 280
Salaries and wages amount $151,090,000
Number of returns with salaries and wages 240
Salaries and wages amount $54,336
Number of returns with taxable interest 250
Taxable interest amount $1,770
Number of returns with ordinary dividends 200
Ordinary dividends amount $7,749,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $6,771
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $548
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $3,415,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $31,734,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,750,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $3,672,000
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 80
Taxable Social Security benefits amount $2,128,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $42,052,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $4,186,000
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 $803,000
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 30
Domestic production activities deduction amount $1,292,000
Number of returns with itemized deductions 270
Total itemized deductions amount $15,056,000
Amount of AGI for itemized returns $142,000,000
Number of returns with State and local income taxes 260
State and local income taxes amount $7,510,000
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 270
Real estate taxes amount $1,227,000
Number of returns with taxes paid 270
Taxes paid amount $8,882,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,484,000
Number of returns with contributions 260
Contributions amount $5,245,000
Number of returns with taxable income 280
Taxable income amount $129,726,000
Number of returns with income tax before credits 280
Income tax before credits amount $34,161,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $981,000
Number of returns with total tax credits 140
Total tax credits amount $422,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $126,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $496,000
Number of returns with total tax payments 280
Total tax payments amount $28,645,000
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 280
Income tax amount [10] $33,478,000
Number of returns with tax liability 280
Total tax liability amount [11] $35,375,000
Number of returns with net investment income tax 180
Net investment income tax $1,154,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $9,276,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $1,100,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $1,380,000

[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.