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 27405 Income Tax Stats

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

ZIP Code 27405 Data

Zip Code:27405
City:Greensboro
State:NC [North Carolina]
Counties: GUILFORD, NC
City Alias(es):Greensboro
Area Code:336
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27405 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27405 [1] 20,830
Total Number of Single Tax Returns for ZIP Code 27405 4,330
Total Number of Joint Tax Returns for ZIP Code 27405 4,390
Total Number of Dependents for ZIP Code 27405 16,470
Total Adjusted Gross Income for ZIP Code 27405 $690,583,000
Average Income per Person for ZIP Code 27405 $15,495
Average Income per Household for ZIP Code 27405 $33,153

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 10,920
Number of single returns 6,270
Number of joint returns 920
Number of head of household returns 3,580
Number of returns with paid preparer's signature 4,900
Number of exemptions 18,530
Number of dependents 7,690
Total number of volunteer prepared returns [5] 370
Number of volunteer income tax assistance (VITA) prepared returns [3] 190
Number of tax counseling for the elderly (TCE) prepared returns [3] 180
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 3,470
Number of elderly returns [4] 1,440
Adjust gross income (AGI) [5] $143,991,000
Number of returns with total income 10,920
Salaries and wages amount $145,830,000
Number of returns with salaries and wages 9,240
Salaries and wages amount $120,386
Number of returns with taxable interest 560
Taxable interest amount $249
Number of returns with ordinary dividends 280
Ordinary dividends amount $387,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $268
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $52
Number of returns with business or professional net income (less loss) 2,160
Business or professional net income (less loss) amount $13,328,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $289,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,082,000
Number of returns with taxable pensions and annuities 970
Taxable pensions and annuities amount $7,495,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $407,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $584,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $175,000
Number of returns with total statutory adjustments 2,070
Total statutory adjustments amount $1,839,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
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 $92,000
Number of returns with IRA payments 20
IRA payments amount $57,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $195,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $159,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 480
Total itemized deductions amount $6,418,000
Amount of AGI for itemized returns $7,498,000
Number of returns with State and local income taxes 300
State and local income taxes amount $359,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $70,000
Number of returns with real estate taxes 280
Real estate taxes amount $488,000
Number of returns with taxes paid 470
Taxes paid amount $1,024,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,078,000
Number of returns with contributions 350
Contributions amount $1,029,000
Number of returns with taxable income 4,270
Taxable income amount $23,379,000
Number of returns with income tax before credits 4,360
Income tax before credits amount $2,529,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,620
Total tax credits amount $533,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $231,000
Number of returns with retirement savings contribution credit 580
Retirement savings contribution credit amount $93,000
Number of returns with child tax credit 490
Child tax credit amount $146,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,710
Self-employment tax amount $2,334,000
Number of returns with total tax payments 10,390
Total tax payments amount $31,576,000
Number of returns with earned income credit 5,740
Earned income credit amount [8] $17,102,000
Number of returns with excess earned income credit 5,300
Excess earned income credit (refundable) amount [9] $15,223,000
Number of returns with additional child tax credit 3,680
Additional child tax credit amount $4,736,000
Number of returns with refundable education credit 1,050
Refundable education credit amount $936,000
Number of returns with income tax 3,240
Income tax amount [10] $1,996,000
Number of returns with tax liability 4,950
Total tax liability amount [11] $4,527,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $643,000
Number of returns with overpayments refunded 9,820
Overpayments refunded amount [13] $27,600,000
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 6,100
Number of single returns 2,420
Number of joint returns 1,290
Number of head of household returns 2,160
Number of returns with paid preparer's signature 2,670
Number of exemptions 13,090
Number of dependents 5,720
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,730
Number of elderly returns [4] 870
Adjust gross income (AGI) [5] $215,608,000
Number of returns with total income 6,100
Salaries and wages amount $217,113,000
Number of returns with salaries and wages 5,670
Salaries and wages amount $193,791
Number of returns with taxable interest 620
Taxable interest amount $322
Number of returns with ordinary dividends 270
Ordinary dividends amount $528,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $374
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $183
Number of returns with business or professional net income (less loss) 790
Business or professional net income (less loss) amount $3,345,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $476,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,385,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $11,443,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $223,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $4,001,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $363,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $1,505,000
Number of returns with educator expenses 150
Educator expenses amount $36,000
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 $175,000
Number of returns with IRA payments 60
IRA payments amount $171,000
Number of returns with student loan interest deduction 530
Student loan interest deduction amount $534,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,200
Total itemized deductions amount $18,128,000
Amount of AGI for itemized returns $45,614,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $1,773,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $83,000
Number of returns with real estate taxes 860
Real estate taxes amount $1,616,000
Number of returns with taxes paid 1,190
Taxes paid amount $3,853,000
Number of returns with mortgage interest paid 820
Mortgage interest paid amount $4,054,000
Number of returns with contributions 930
Contributions amount $3,270,000
Number of returns with taxable income 5,800
Taxable income amount $102,210,000
Number of returns with income tax before credits 5,800
Income tax before credits amount $12,527,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,180
Total tax credits amount $2,805,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 550
Child and dependent care credit amount $316,000
Number of returns with nonrefundable education credit 630
Nonrefundable education credit amount $612,000
Number of returns with retirement savings contribution credit 1,290
Retirement savings contribution credit amount $219,000
Number of returns with child tax credit 1,820
Child tax credit amount $1,588,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 430
Self-employment tax amount $874,000
Number of returns with total tax payments 6,030
Total tax payments amount $25,856,000
Number of returns with earned income credit 2,220
Earned income credit amount [8] $4,845,000
Number of returns with excess earned income credit 1,910
Excess earned income credit (refundable) amount [9] $4,171,000
Number of returns with additional child tax credit 1,630
Additional child tax credit amount $2,447,000
Number of returns with refundable education credit 520
Refundable education credit amount $462,000
Number of returns with income tax 4,260
Income tax amount [10] $9,722,000
Number of returns with tax liability 4,600
Total tax liability amount [11] $10,875,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 800
Tax due at time of filing amount [12] $1,156,000
Number of returns with overpayments refunded 5,270
Overpayments refunded amount [13] $16,038,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $46,000

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

Number of returns 2,080
Number of single returns 680
Number of joint returns 930
Number of head of household returns 400
Number of returns with paid preparer's signature 1,040
Number of exemptions 4,720
Number of dependents 1,700
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 410
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $126,309,000
Number of returns with total income 2,080
Salaries and wages amount $127,344,000
Number of returns with salaries and wages 1,890
Salaries and wages amount $104,922
Number of returns with taxable interest 440
Taxable interest amount $187
Number of returns with ordinary dividends 230
Ordinary dividends amount $459,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $287
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $174
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,061,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $693,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,626,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $9,899,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $92,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,617,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $382,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,035,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $116,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $423,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $42,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 800
Total itemized deductions amount $13,567,000
Amount of AGI for itemized returns $49,024,000
Number of returns with State and local income taxes 760
State and local income taxes amount $2,032,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $34,000
Number of returns with real estate taxes 690
Real estate taxes amount $1,256,000
Number of returns with taxes paid 800
Taxes paid amount $3,595,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,139,000
Number of returns with contributions 670
Contributions amount $2,906,000
Number of returns with taxable income 2,080
Taxable income amount $80,113,000
Number of returns with income tax before credits 2,080
Income tax before credits amount $11,131,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $1,418,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $100,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $249,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 640
Child tax credit amount $982,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 180
Self-employment tax amount $399,000
Number of returns with total tax payments 2,060
Total tax payments amount $13,468,000
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 120
Additional child tax credit amount $175,000
Number of returns with refundable education credit 150
Refundable education credit amount $135,000
Number of returns with income tax 1,960
Income tax amount [10] $9,713,000
Number of returns with tax liability 1,990
Total tax liability amount [11] $10,315,000
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] $1,076,000
Number of returns with overpayments refunded 1,550
Overpayments refunded amount [13] $4,173,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $44,000

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

Number of returns 940
Number of single returns 210
Number of joint returns 630
Number of head of household returns 80
Number of returns with paid preparer's signature 480
Number of exemptions 2,310
Number of dependents 740
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] 150
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $80,286,000
Number of returns with total income 940
Salaries and wages amount $80,904,000
Number of returns with salaries and wages 830
Salaries and wages amount $62,534
Number of returns with taxable interest 300
Taxable interest amount $166
Number of returns with ordinary dividends 160
Ordinary dividends amount $518,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $339
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $118
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,416,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $625,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,467,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $7,740,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $87,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $4,244,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $696,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $618,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $78,000
Number of returns with IRA payments 40
IRA payments amount $179,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $179,000
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 $9,084,000
Amount of AGI for itemized returns $41,929,000
Number of returns with State and local income taxes 460
State and local income taxes amount $1,747,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $56,000
Number of returns with real estate taxes 430
Real estate taxes amount $873,000
Number of returns with taxes paid 480
Taxes paid amount $2,826,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,093,000
Number of returns with contributions 440
Contributions amount $2,151,000
Number of returns with taxable income 940
Taxable income amount $56,422,000
Number of returns with income tax before credits 940
Income tax before credits amount $8,400,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $704,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $126,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $482,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 110
Self-employment tax amount $215,000
Number of returns with total tax payments 930
Total tax payments amount $9,064,000
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 70
Refundable education credit amount $62,000
Number of returns with income tax 930
Income tax amount [10] $7,696,000
Number of returns with tax liability 930
Total tax liability amount [11] $8,034,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $823,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $1,806,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 690
Number of single returns 110
Number of joint returns 540
Number of head of household returns 30
Number of returns with paid preparer's signature 370
Number of exemptions 1,800
Number of dependents 560
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] 80
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $88,214,000
Number of returns with total income 690
Salaries and wages amount $89,027,000
Number of returns with salaries and wages 610
Salaries and wages amount $64,408
Number of returns with taxable interest 310
Taxable interest amount $311
Number of returns with ordinary dividends 200
Ordinary dividends amount $1,535,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $1,194
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $150
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,694,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,793,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,610,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $8,940,000
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 180
Taxable Social Security benefits amount $4,118,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,752,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $813,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
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 $203,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $176,000
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 $11,494,000
Amount of AGI for itemized returns $63,819,000
Number of returns with State and local income taxes 470
State and local income taxes amount $2,885,000
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 440
Real estate taxes amount $1,159,000
Number of returns with taxes paid 490
Taxes paid amount $4,295,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,516,000
Number of returns with contributions 430
Contributions amount $2,687,000
Number of returns with taxable income 690
Taxable income amount $66,901,000
Number of returns with income tax before credits 690
Income tax before credits amount $11,379,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 310
Total tax credits amount $399,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $102,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $196,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $320,000
Number of returns with total tax payments 690
Total tax payments amount $11,596,000
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 60
Refundable education credit amount $59,000
Number of returns with income tax 690
Income tax amount [10] $10,981,000
Number of returns with tax liability 690
Total tax liability amount [11] $11,436,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $1,547,000
Number of returns with overpayments refunded 400
Overpayments refunded amount [13] $1,530,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $76,000

Adjusted Gross Income: $200,000 or more

Number of returns 100
Number of single returns 20
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 240
Number of dependents 60
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] 50
Adjust gross income (AGI) [5] $36,175,000
Number of returns with total income 100
Salaries and wages amount $36,729,000
Number of returns with salaries and wages 90
Salaries and wages amount $18,822
Number of returns with taxable interest 80
Taxable interest amount $188
Number of returns with ordinary dividends 60
Ordinary dividends amount $1,451,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $1,208
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $194
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $903,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $3,518,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,429,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,018,000
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 40
Taxable Social Security benefits amount $819,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $6,255,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $554,000
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 100
Total itemized deductions amount $4,521,000
Amount of AGI for itemized returns $34,199,000
Number of returns with State and local income taxes 100
State and local income taxes amount $1,717,000
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 90
Real estate taxes amount $494,000
Number of returns with taxes paid 100
Taxes paid amount $2,287,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $719,000
Number of returns with contributions 90
Contributions amount $1,342,000
Number of returns with taxable income 100
Taxable income amount $30,878,000
Number of returns with income tax before credits 100
Income tax before credits amount $7,714,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $217,000
Number of returns with total tax credits 40
Total tax credits amount $33,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $10,000
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 30
Self-employment tax amount $206,000
Number of returns with total tax payments 100
Total tax payments amount $7,330,000
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 100
Income tax amount [10] $7,663,000
Number of returns with tax liability 100
Total tax liability amount [11] $8,163,000
Number of returns with net investment income tax 60
Net investment income tax $147,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,622,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $420,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $217,000

[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.