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ZIP Code Database - Facts & Stats

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ZIP Code 27407 Income Tax Stats

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

ZIP Code 27407 Data

Zip Code:27407
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]


27407 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27407 [1] 22,320
Total Number of Single Tax Returns for ZIP Code 27407 5,850
Total Number of Joint Tax Returns for ZIP Code 27407 6,230
Total Number of Dependents for ZIP Code 27407 15,200
Total Adjusted Gross Income for ZIP Code 27407 $1,204,919,000
Average Income per Person for ZIP Code 27407 $26,057
Average Income per Household for ZIP Code 27407 $53,984

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 9,700
Number of single returns 5,930
Number of joint returns 1,030
Number of head of household returns 2,600
Number of returns with paid preparer's signature 4,520
Number of exemptions 15,270
Number of dependents 5,780
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 2,280
Number of elderly returns [4] 1,230
Adjust gross income (AGI) [5] $127,649,000
Number of returns with total income 9,700
Salaries and wages amount $129,870,000
Number of returns with salaries and wages 7,900
Salaries and wages amount $104,234
Number of returns with taxable interest 730
Taxable interest amount $296
Number of returns with ordinary dividends 390
Ordinary dividends amount $603,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $411
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $56
Number of returns with business or professional net income (less loss) 2,060
Business or professional net income (less loss) amount $15,206,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $229,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $2,719,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $5,471,000
Number of farm returns 20
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $431,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $601,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $247,000
Number of returns with total statutory adjustments 2,130
Total statutory adjustments amount $2,221,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $201,000
Number of returns with IRA payments 40
IRA payments amount $91,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $275,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $189,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $6,429,000
Amount of AGI for itemized returns $7,029,000
Number of returns with State and local income taxes 250
State and local income taxes amount $238,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $79,000
Number of returns with real estate taxes 270
Real estate taxes amount $531,000
Number of returns with taxes paid 430
Taxes paid amount $967,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,149,000
Number of returns with contributions 320
Contributions amount $893,000
Number of returns with taxable income 4,040
Taxable income amount $23,302,000
Number of returns with income tax before credits 4,120
Income tax before credits amount $2,538,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,430
Total tax credits amount $491,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 470
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $70,000
Number of returns with child tax credit 400
Child tax credit amount $121,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,670
Self-employment tax amount $2,500,000
Number of returns with total tax payments 8,980
Total tax payments amount $23,657,000
Number of returns with earned income credit 4,170
Earned income credit amount [8] $11,597,000
Number of returns with excess earned income credit 3,690
Excess earned income credit (refundable) amount [9] $10,016,000
Number of returns with additional child tax credit 2,810
Additional child tax credit amount $3,613,000
Number of returns with refundable education credit 860
Refundable education credit amount $740,000
Number of returns with income tax 3,150
Income tax amount [10] $2,047,000
Number of returns with tax liability 4,650
Total tax liability amount [11] $4,733,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,040
Tax due at time of filing amount [12] $1,083,000
Number of returns with overpayments refunded 8,290
Overpayments refunded amount [13] $19,949,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $25,000

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

Number of returns 6,510
Number of single returns 3,100
Number of joint returns 1,420
Number of head of household returns 1,800
Number of returns with paid preparer's signature 3,000
Number of exemptions 13,000
Number of dependents 5,090
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,470
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $233,315,000
Number of returns with total income 6,510
Salaries and wages amount $236,017,000
Number of returns with salaries and wages 5,910
Salaries and wages amount $202,806
Number of returns with taxable interest 800
Taxable interest amount $383
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,062,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $817
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $143
Number of returns with business or professional net income (less loss) 990
Business or professional net income (less loss) amount $8,360,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $793,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $3,535,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $11,672,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $376,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $4,557,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,363,000
Number of returns with total statutory adjustments 1,600
Total statutory adjustments amount $2,702,000
Number of returns with educator expenses 200
Educator expenses amount $47,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $229,000
Number of returns with IRA payments 80
IRA payments amount $295,000
Number of returns with student loan interest deduction 730
Student loan interest deduction amount $816,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,190
Total itemized deductions amount $18,667,000
Amount of AGI for itemized returns $46,003,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $1,783,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $133,000
Number of returns with real estate taxes 760
Real estate taxes amount $1,552,000
Number of returns with taxes paid 1,180
Taxes paid amount $3,803,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $3,246,000
Number of returns with contributions 880
Contributions amount $3,051,000
Number of returns with taxable income 6,210
Taxable income amount $117,427,000
Number of returns with income tax before credits 6,210
Income tax before credits amount $14,641,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,010
Total tax credits amount $2,629,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $275,000
Number of returns with nonrefundable education credit 650
Nonrefundable education credit amount $635,000
Number of returns with retirement savings contribution credit 1,200
Retirement savings contribution credit amount $215,000
Number of returns with child tax credit 1,640
Child tax credit amount $1,439,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 620
Self-employment tax amount $1,597,000
Number of returns with total tax payments 6,390
Total tax payments amount $26,748,000
Number of returns with earned income credit 1,780
Earned income credit amount [8] $3,808,000
Number of returns with excess earned income credit 1,430
Excess earned income credit (refundable) amount [9] $3,022,000
Number of returns with additional child tax credit 1,400
Additional child tax credit amount $2,100,000
Number of returns with refundable education credit 470
Refundable education credit amount $410,000
Number of returns with income tax 4,890
Income tax amount [10] $12,012,000
Number of returns with tax liability 5,290
Total tax liability amount [11] $13,873,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,040
Tax due at time of filing amount [12] $1,702,000
Number of returns with overpayments refunded 5,420
Overpayments refunded amount [13] $14,382,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $78,000

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

Number of returns 2,590
Number of single returns 980
Number of joint returns 1,100
Number of head of household returns 420
Number of returns with paid preparer's signature 1,340
Number of exemptions 5,450
Number of dependents 1,760
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 390
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $157,768,000
Number of returns with total income 2,590
Salaries and wages amount $159,464,000
Number of returns with salaries and wages 2,270
Salaries and wages amount $125,669
Number of returns with taxable interest 710
Taxable interest amount $464
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,205,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $905
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $210
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $3,754,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $1,272,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $4,335,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $12,874,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $111,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,906,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,341,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,696,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
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 $296,000
Number of returns with IRA payments 60
IRA payments amount $229,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $431,000
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 1,020
Total itemized deductions amount $17,287,000
Amount of AGI for itemized returns $62,940,000
Number of returns with State and local income taxes 930
State and local income taxes amount $2,535,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $93,000
Number of returns with real estate taxes 820
Real estate taxes amount $1,717,000
Number of returns with taxes paid 1,020
Taxes paid amount $4,666,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $3,702,000
Number of returns with contributions 840
Contributions amount $3,378,000
Number of returns with taxable income 2,570
Taxable income amount $102,626,000
Number of returns with income tax before credits 2,570
Income tax before credits amount $14,480,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,050
Total tax credits amount $1,483,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $82,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $264,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 700
Child tax credit amount $1,041,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 240
Self-employment tax amount $752,000
Number of returns with total tax payments 2,550
Total tax payments amount $17,091,000
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 $148,000
Number of returns with refundable education credit 160
Refundable education credit amount $132,000
Number of returns with income tax 2,460
Income tax amount [10] $12,997,000
Number of returns with tax liability 2,490
Total tax liability amount [11] $13,916,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $1,726,000
Number of returns with overpayments refunded 1,850
Overpayments refunded amount [13] $4,760,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $70,000

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

Number of returns 1,380
Number of single returns 320
Number of joint returns 930
Number of head of household returns 100
Number of returns with paid preparer's signature 700
Number of exemptions 3,260
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] 140
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $118,806,000
Number of returns with total income 1,380
Salaries and wages amount $120,327,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $90,276
Number of returns with taxable interest 510
Taxable interest amount $363
Number of returns with ordinary dividends 330
Ordinary dividends amount $1,298,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $956
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $216
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,992,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,245,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,568,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $9,878,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $60,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $7,266,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,276,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,521,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
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 $284,000
Number of returns with IRA payments 40
IRA payments amount $204,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $288,000
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 730
Total itemized deductions amount $14,311,000
Amount of AGI for itemized returns $63,398,000
Number of returns with State and local income taxes 690
State and local income taxes amount $2,785,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $48,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,518,000
Number of returns with taxes paid 730
Taxes paid amount $4,631,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $3,404,000
Number of returns with contributions 610
Contributions amount $2,876,000
Number of returns with taxable income 1,380
Taxable income amount $83,682,000
Number of returns with income tax before credits 1,370
Income tax before credits amount $12,491,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $973,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $83,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $211,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 370
Child tax credit amount $591,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 170
Self-employment tax amount $596,000
Number of returns with total tax payments 1,360
Total tax payments amount $13,472,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 110
Refundable education credit amount $110,000
Number of returns with income tax 1,360
Income tax amount [10] $11,518,000
Number of returns with tax liability 1,360
Total tax liability amount [11] $12,207,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,484,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $2,642,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $55,000

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

Number of returns 1,630
Number of single returns 220
Number of joint returns 1,320
Number of head of household returns 80
Number of returns with paid preparer's signature 940
Number of exemptions 4,190
Number of dependents 1,250
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] 550
Adjust gross income (AGI) [5] $215,558,000
Number of returns with total income 1,630
Salaries and wages amount $218,238,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $158,264
Number of returns with taxable interest 880
Taxable interest amount $939
Number of returns with ordinary dividends 610
Ordinary dividends amount $4,053,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $3,064
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $516
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $5,308,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $5,886,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $9,931,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $17,233,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $124,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $9,456,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $6,609,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $2,680,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $363,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $693,000
Number of returns with IRA payments 70
IRA payments amount $496,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $272,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,220
Total itemized deductions amount $29,191,000
Amount of AGI for itemized returns $165,850,000
Number of returns with State and local income taxes 1,170
State and local income taxes amount $7,750,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $55,000
Number of returns with real estate taxes 1,110
Real estate taxes amount $3,348,000
Number of returns with taxes paid 1,220
Taxes paid amount $11,719,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $6,846,000
Number of returns with contributions 1,110
Contributions amount $6,158,000
Number of returns with taxable income 1,620
Taxable income amount $164,263,000
Number of returns with income tax before credits 1,620
Income tax before credits amount $28,087,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $81,000
Number of returns with total tax credits 710
Total tax credits amount $882,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $111,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $243,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $389,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 240
Self-employment tax amount $832,000
Number of returns with total tax payments 1,610
Total tax payments amount $29,195,000
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 160
Refundable education credit amount $145,000
Number of returns with income tax 1,620
Income tax amount [10] $27,205,000
Number of returns with tax liability 1,620
Total tax liability amount [11] $28,307,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $2,974,000
Number of returns with overpayments refunded 870
Overpayments refunded amount [13] $3,346,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $489,000

Adjusted Gross Income: $200,000 or more

Number of returns 510
Number of single returns 50
Number of joint returns 430
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,310
Number of dependents 370
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] 240
Adjust gross income (AGI) [5] $351,823,000
Number of returns with total income 510
Salaries and wages amount $357,924,000
Number of returns with salaries and wages 430
Salaries and wages amount $136,349
Number of returns with taxable interest 410
Taxable interest amount $3,758
Number of returns with ordinary dividends 350
Ordinary dividends amount $22,401,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $10,610
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $1,103
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $13,651,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $59,450,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $6,693,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $6,277,000
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 140
Taxable Social Security benefits amount $4,368,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $80,772,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $6,101,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $757,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,338,000
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 50
Domestic production activities deduction amount $1,914,000
Number of returns with itemized deductions 490
Total itemized deductions amount $52,437,000
Amount of AGI for itemized returns $344,730,000
Number of returns with State and local income taxes 480
State and local income taxes amount $18,193,000
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 460
Real estate taxes amount $3,986,000
Number of returns with taxes paid 490
Taxes paid amount $22,499,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $4,076,000
Number of returns with contributions 450
Contributions amount $19,919,000
Number of returns with taxable income 500
Taxable income amount $295,861,000
Number of returns with income tax before credits 510
Income tax before credits amount $89,032,000
Number of returns with alternative minimum tax 250
Alternative minimum tax amount $1,803,000
Number of returns with total tax credits 260
Total tax credits amount $1,495,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $545,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $1,451,000
Number of returns with total tax payments 500
Total tax payments amount $95,843,000
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 500
Income tax amount [10] $87,537,000
Number of returns with tax liability 500
Total tax liability amount [11] $92,582,000
Number of returns with net investment income tax 300
Net investment income tax $2,648,000
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $9,504,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $2,523,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $10,000,000

[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.