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ZIP Code Database - Facts & Stats

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ZIP Code 27298 Income Tax Stats

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

ZIP Code 27298 Data

Zip Code:27298
City:Liberty
State:NC [North Carolina]
Counties: RANDOLPH, NC
City Alias(es):Liberty
Area Code:336 / 743
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27298 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27298 [1] 4,640
Total Number of Single Tax Returns for ZIP Code 27298 1,870
Total Number of Joint Tax Returns for ZIP Code 27298 1,930
Total Number of Dependents for ZIP Code 27298 3,060
Total Adjusted Gross Income for ZIP Code 27298 $226,520,000
Average Income per Person for ZIP Code 27298 $21,916
Average Income per Household for ZIP Code 27298 $48,819

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 1,780
Number of single returns 1,090
Number of joint returns 300
Number of head of household returns 360
Number of returns with paid preparer's signature 870
Number of exemptions 2,660
Number of dependents 860
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] 300
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $22,605,000
Number of returns with total income 1,780
Salaries and wages amount $22,938,000
Number of returns with salaries and wages 1,390
Salaries and wages amount $17,550
Number of returns with taxable interest 240
Taxable interest amount $121
Number of returns with ordinary dividends 120
Ordinary dividends amount $149,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $104
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $10
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $1,921,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $63,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $924,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $1,992,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $55,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $167,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $59,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $333,000
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 30
Self-employment health insurance deduction amount $86,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $17,000
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 80
Total itemized deductions amount $1,189,000
Amount of AGI for itemized returns $1,247,000
Number of returns with State and local income taxes 40
State and local income taxes amount $26,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $21,000
Number of returns with real estate taxes 70
Real estate taxes amount $106,000
Number of returns with taxes paid 80
Taxes paid amount $167,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $250,000
Number of returns with contributions 60
Contributions amount $124,000
Number of returns with taxable income 730
Taxable income amount $4,150,000
Number of returns with income tax before credits 750
Income tax before credits amount $454,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $60,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $12,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 80
Child tax credit amount $27,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $309,000
Number of returns with total tax payments 1,630
Total tax payments amount $3,803,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,674,000
Number of returns with excess earned income credit 560
Excess earned income credit (refundable) amount [9] $1,495,000
Number of returns with additional child tax credit 390
Additional child tax credit amount $467,000
Number of returns with refundable education credit 50
Refundable education credit amount $45,000
Number of returns with income tax 620
Income tax amount [10] $393,000
Number of returns with tax liability 830
Total tax liability amount [11] $732,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $153,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $3,215,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,280
Number of single returns 530
Number of joint returns 410
Number of head of household returns 290
Number of returns with paid preparer's signature 650
Number of exemptions 2,640
Number of dependents 950
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] 250
Adjust gross income (AGI) [5] $46,343,000
Number of returns with total income 1,280
Salaries and wages amount $46,822,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $39,621
Number of returns with taxable interest 230
Taxable interest amount $94
Number of returns with ordinary dividends 120
Ordinary dividends amount $226,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $159
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,207,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $260,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,161,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $2,641,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $92,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $1,384,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $521,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $479,000
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 30
Self-employment health insurance deduction amount $122,000
Number of returns with IRA payments 30
IRA payments amount $89,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $68,000
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 190
Total itemized deductions amount $2,918,000
Amount of AGI for itemized returns $7,270,000
Number of returns with State and local income taxes 160
State and local income taxes amount $300,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $30,000
Number of returns with real estate taxes 160
Real estate taxes amount $251,000
Number of returns with taxes paid 190
Taxes paid amount $606,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $689,000
Number of returns with contributions 130
Contributions amount $453,000
Number of returns with taxable income 1,230
Taxable income amount $23,023,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $2,828,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $429,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 340
Child tax credit amount $309,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 120
Self-employment tax amount $256,000
Number of returns with total tax payments 1,250
Total tax payments amount $5,458,000
Number of returns with earned income credit 340
Earned income credit amount [8] $706,000
Number of returns with excess earned income credit 270
Excess earned income credit (refundable) amount [9] $577,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $383,000
Number of returns with refundable education credit 40
Refundable education credit amount $29,000
Number of returns with income tax 990
Income tax amount [10] $2,399,000
Number of returns with tax liability 1,050
Total tax liability amount [11] $2,712,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $272,000
Number of returns with overpayments refunded 1,090
Overpayments refunded amount [13] $2,976,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 670
Number of single returns 150
Number of joint returns 440
Number of head of household returns 80
Number of returns with paid preparer's signature 410
Number of exemptions 1,650
Number of dependents 540
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] 110
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $41,283,000
Number of returns with total income 670
Salaries and wages amount $41,637,000
Number of returns with salaries and wages 610
Salaries and wages amount $33,527
Number of returns with taxable interest 200
Taxable interest amount $148
Number of returns with ordinary dividends 90
Ordinary dividends amount $313,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $221
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $944,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $227,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,035,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,590,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $2,259,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $264,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $354,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $262,000
Number of returns with IRA payments 30
IRA payments amount $92,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $56,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,219,000
Amount of AGI for itemized returns $12,079,000
Number of returns with State and local income taxes 180
State and local income taxes amount $527,000
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 180
Real estate taxes amount $281,000
Number of returns with taxes paid 200
Taxes paid amount $866,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $829,000
Number of returns with contributions 140
Contributions amount $519,000
Number of returns with taxable income 670
Taxable income amount $25,880,000
Number of returns with income tax before credits 670
Income tax before credits amount $3,466,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $445,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $44,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 230
Child tax credit amount $357,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $191,000
Number of returns with total tax payments 670
Total tax payments amount $4,227,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $34,000
Number of returns with refundable education credit 30
Refundable education credit amount $26,000
Number of returns with income tax 640
Income tax amount [10] $3,021,000
Number of returns with tax liability 650
Total tax liability amount [11] $3,265,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $347,000
Number of returns with overpayments refunded 510
Overpayments refunded amount [13] $1,285,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 420
Number of single returns 60
Number of joint returns 340
Number of head of household returns 0
Number of returns with paid preparer's signature 250
Number of exemptions 1,070
Number of dependents 300
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $36,148,000
Number of returns with total income 420
Salaries and wages amount $36,522,000
Number of returns with salaries and wages 380
Salaries and wages amount $27,679
Number of returns with taxable interest 180
Taxable interest amount $228
Number of returns with ordinary dividends 90
Ordinary dividends amount $297,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $228
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,032,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $408,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,111,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $2,997,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,155,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $352,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $374,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $31,000
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 170
Total itemized deductions amount $3,174,000
Amount of AGI for itemized returns $14,611,000
Number of returns with State and local income taxes 150
State and local income taxes amount $589,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $25,000
Number of returns with real estate taxes 170
Real estate taxes amount $326,000
Number of returns with taxes paid 170
Taxes paid amount $979,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $836,000
Number of returns with contributions 150
Contributions amount $686,000
Number of returns with taxable income 420
Taxable income amount $25,568,000
Number of returns with income tax before credits 420
Income tax before credits amount $3,660,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $298,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $50,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $217,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $198,000
Number of returns with total tax payments 420
Total tax payments amount $4,005,000
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 30
Refundable education credit amount $28,000
Number of returns with income tax 420
Income tax amount [10] $3,362,000
Number of returns with tax liability 420
Total tax liability amount [11] $3,611,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $471,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $826,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $377,000

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

Number of returns 420
Number of single returns 30
Number of joint returns 380
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 1,160
Number of dependents 360
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $54,036,000
Number of returns with total income 420
Salaries and wages amount $54,527,000
Number of returns with salaries and wages 380
Salaries and wages amount $41,313
Number of returns with taxable interest 220
Taxable interest amount $263
Number of returns with ordinary dividends 120
Ordinary dividends amount $678,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $493
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $107
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $3,022,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $1,073,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,981,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $4,238,000
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 110
Taxable Social Security benefits amount $2,804,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $1,073,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $491,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $196,000
Number of returns with IRA payments 20
IRA payments amount $124,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $56,000
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 $6,770,000
Amount of AGI for itemized returns $38,081,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,698,000
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 280
Real estate taxes amount $604,000
Number of returns with taxes paid 280
Taxes paid amount $2,431,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,597,000
Number of returns with contributions 250
Contributions amount $1,445,000
Number of returns with taxable income 420
Taxable income amount $40,914,000
Number of returns with income tax before credits 420
Income tax before credits amount $6,772,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $269,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $66,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $132,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $476,000
Number of returns with total tax payments 420
Total tax payments amount $6,763,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $43,000
Number of returns with income tax 410
Income tax amount [10] $6,503,000
Number of returns with tax liability 420
Total tax liability amount [11] $6,811,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $883,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $808,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 70
Number of single returns 0
Number of joint returns 60
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 180
Number of dependents 50
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] 30
Adjust gross income (AGI) [5] $26,105,000
Number of returns with total income 70
Salaries and wages amount $26,660,000
Number of returns with salaries and wages 60
Salaries and wages amount $9,794
Number of returns with taxable interest 60
Taxable interest amount $291
Number of returns with ordinary dividends 40
Ordinary dividends amount $1,014,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $525
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $1,323,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $872,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,505,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $8,280,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $555,000
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 0
Self-employment health insurance deduction amount $0
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 70
Total itemized deductions amount $3,492,000
Amount of AGI for itemized returns $25,819,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,429,000
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 70
Real estate taxes amount $264,000
Number of returns with taxes paid 70
Taxes paid amount $1,731,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $485,000
Number of returns with contributions 70
Contributions amount $1,117,000
Number of returns with taxable income 70
Taxable income amount $22,099,000
Number of returns with income tax before credits 70
Income tax before credits amount $5,638,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $141,000
Number of returns with total tax credits 30
Total tax credits amount $12,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $4,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 70
Total tax payments amount $5,885,000
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 70
Income tax amount [10] $5,626,000
Number of returns with tax liability 70
Total tax liability amount [11] $6,004,000
Number of returns with net investment income tax 30
Net investment income tax $56,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $916,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [13] $138,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.