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ZIP Code Database - Facts & Stats

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ZIP Code 27408 Income Tax Stats

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

ZIP Code 27408 Data

Zip Code:27408
City:Greensboro
State:NC [North Carolina]
Counties: GUILFORD, NC
City Alias(es):Greensboro
Area Code:336 / 743
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27408 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27408 [1] 9,120
Total Number of Single Tax Returns for ZIP Code 27408 2,600
Total Number of Joint Tax Returns for ZIP Code 27408 3,590
Total Number of Dependents for ZIP Code 27408 4,410
Total Adjusted Gross Income for ZIP Code 27408 $1,331,460,000
Average Income per Person for ZIP Code 27408 $76,981
Average Income per Household for ZIP Code 27408 $145,993

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 2,600
Number of single returns 2,060
Number of joint returns 210
Number of head of household returns 290
Number of returns with paid preparer's signature 1,200
Number of exemptions 2,780
Number of dependents 610
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $31,127,000
Number of returns with total income 2,600
Salaries and wages amount $32,030,000
Number of returns with salaries and wages 1,840
Salaries and wages amount $21,715
Number of returns with taxable interest 570
Taxable interest amount $287
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,485,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,154
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $46
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $3,286,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,354,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,765,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,811,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $72,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $333,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($119,000)
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $903,000
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 80
Self-employment health insurance deduction amount $205,000
Number of returns with IRA payments 30
IRA payments amount $123,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $94,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $99,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $4,656,000
Amount of AGI for itemized returns $4,371,000
Number of returns with State and local income taxes 150
State and local income taxes amount $204,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $65,000
Number of returns with real estate taxes 220
Real estate taxes amount $787,000
Number of returns with taxes paid 290
Taxes paid amount $1,121,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $786,000
Number of returns with contributions 210
Contributions amount $444,000
Number of returns with taxable income 1,290
Taxable income amount $7,580,000
Number of returns with income tax before credits 1,220
Income tax before credits amount $851,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $125,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 50
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 400
Self-employment tax amount $550,000
Number of returns with total tax payments 2,210
Total tax payments amount $4,120,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,321,000
Number of returns with excess earned income credit 520
Excess earned income credit (refundable) amount [9] $1,116,000
Number of returns with additional child tax credit 290
Additional child tax credit amount $352,000
Number of returns with refundable education credit 140
Refundable education credit amount $115,000
Number of returns with income tax 1,030
Income tax amount [10] $727,000
Number of returns with tax liability 1,330
Total tax liability amount [11] $1,328,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $359,000
Number of returns with overpayments refunded 1,920
Overpayments refunded amount [13] $3,046,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $94,000

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

Number of returns 1,900
Number of single returns 1,210
Number of joint returns 370
Number of head of household returns 280
Number of returns with paid preparer's signature 820
Number of exemptions 3,010
Number of dependents 760
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $70,089,000
Number of returns with total income 1,900
Salaries and wages amount $71,390,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $54,335
Number of returns with taxable interest 500
Taxable interest amount $335
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,490,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $1,113
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $85
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,037,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,128,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,338,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $5,313,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $151,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $2,614,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $410,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,301,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $200,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $278,000
Number of returns with IRA payments 60
IRA payments amount $205,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $305,000
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 510
Total itemized deductions amount $7,801,000
Amount of AGI for itemized returns $19,556,000
Number of returns with State and local income taxes 400
State and local income taxes amount $698,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $67,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,098,000
Number of returns with taxes paid 500
Taxes paid amount $2,008,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $1,717,000
Number of returns with contributions 350
Contributions amount $1,036,000
Number of returns with taxable income 1,830
Taxable income amount $39,272,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $4,889,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $490,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $135,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $49,000
Number of returns with child tax credit 270
Child tax credit amount $248,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 240
Self-employment tax amount $566,000
Number of returns with total tax payments 1,840
Total tax payments amount $7,735,000
Number of returns with earned income credit 300
Earned income credit amount [8] $597,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $475,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $264,000
Number of returns with refundable education credit 90
Refundable education credit amount $74,000
Number of returns with income tax 1,620
Income tax amount [10] $4,398,000
Number of returns with tax liability 1,700
Total tax liability amount [11] $5,039,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $577,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $3,177,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $83,000

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

Number of returns 1,200
Number of single returns 630
Number of joint returns 410
Number of head of household returns 120
Number of returns with paid preparer's signature 580
Number of exemptions 2,150
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] 120
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $73,566,000
Number of returns with total income 1,200
Salaries and wages amount $74,850,000
Number of returns with salaries and wages 980
Salaries and wages amount $52,560
Number of returns with taxable interest 480
Taxable interest amount $367
Number of returns with ordinary dividends 370
Ordinary dividends amount $2,183,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $1,628
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $112
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,677,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,834,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,040,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $5,563,000
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 280
Taxable Social Security benefits amount $4,406,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $951,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $1,284,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $259,000
Number of returns with IRA payments 30
IRA payments amount $140,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $253,000
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 540
Total itemized deductions amount $9,432,000
Amount of AGI for itemized returns $33,568,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,457,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $51,000
Number of returns with real estate taxes 480
Real estate taxes amount $1,485,000
Number of returns with taxes paid 540
Taxes paid amount $3,128,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,195,000
Number of returns with contributions 420
Contributions amount $1,080,000
Number of returns with taxable income 1,190
Taxable income amount $49,474,000
Number of returns with income tax before credits 1,180
Income tax before credits amount $6,992,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $489,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 220
Child tax credit amount $321,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 200
Self-employment tax amount $520,000
Number of returns with total tax payments 1,160
Total tax payments amount $8,313,000
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 40
Additional child tax credit amount $49,000
Number of returns with refundable education credit 60
Refundable education credit amount $48,000
Number of returns with income tax 1,140
Income tax amount [10] $6,503,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $7,078,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $832,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $1,906,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $139,000

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

Number of returns 790
Number of single returns 260
Number of joint returns 480
Number of head of household returns 40
Number of returns with paid preparer's signature 440
Number of exemptions 1,690
Number of dependents 420
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] 50
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $68,916,000
Number of returns with total income 790
Salaries and wages amount $70,104,000
Number of returns with salaries and wages 630
Salaries and wages amount $45,276
Number of returns with taxable interest 410
Taxable interest amount $461
Number of returns with ordinary dividends 320
Ordinary dividends amount $2,465,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $1,793
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $151
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,839,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $2,586,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,520,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $6,352,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $122,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,820,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,205,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $1,188,000
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 60
Self-employment health insurance deduction amount $360,000
Number of returns with IRA payments 30
IRA payments amount $128,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $126,000
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 480
Total itemized deductions amount $10,558,000
Amount of AGI for itemized returns $42,115,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,818,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $38,000
Number of returns with real estate taxes 450
Real estate taxes amount $1,613,000
Number of returns with taxes paid 480
Taxes paid amount $3,617,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $2,250,000
Number of returns with contributions 430
Contributions amount $1,733,000
Number of returns with taxable income 790
Taxable income amount $48,143,000
Number of returns with income tax before credits 780
Income tax before credits amount $7,155,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $449,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $41,000
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 170
Child tax credit amount $270,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $476,000
Number of returns with total tax payments 780
Total tax payments amount $8,014,000
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 50
Refundable education credit amount $47,000
Number of returns with income tax 770
Income tax amount [10] $6,706,000
Number of returns with tax liability 780
Total tax liability amount [11] $7,270,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $959,000
Number of returns with overpayments refunded 470
Overpayments refunded amount [13] $1,553,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $131,000

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

Number of returns 1,330
Number of single returns 280
Number of joint returns 1,000
Number of head of household returns 40
Number of returns with paid preparer's signature 820
Number of exemptions 3,190
Number of dependents 860
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $185,077,000
Number of returns with total income 1,330
Salaries and wages amount $188,869,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $109,083
Number of returns with taxable interest 880
Taxable interest amount $1,603
Number of returns with ordinary dividends 770
Ordinary dividends amount $9,414,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $7,422
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $642
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $7,339,000
Number of returns with net capital gain (less loss) 740
Net capital gain (less loss) amount $10,047,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $15,701,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $13,513,000
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 440
Taxable Social Security benefits amount $11,737,000
Number of returns with partnership/S-corp net income (less loss) 310
Partnership/S-corp net income (less loss) amount $7,776,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $3,792,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $781,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,093,000
Number of returns with IRA payments 50
IRA payments amount $268,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $217,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $138,000
Number of returns with itemized deductions 1,120
Total itemized deductions amount $30,892,000
Amount of AGI for itemized returns $158,129,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $7,613,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $86,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $5,257,000
Number of returns with taxes paid 1,120
Taxes paid amount $13,461,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $6,579,000
Number of returns with contributions 1,020
Contributions amount $5,967,000
Number of returns with taxable income 1,330
Taxable income amount $138,639,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $23,497,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $202,000
Number of returns with total tax credits 700
Total tax credits amount $724,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $142,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $111,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $243,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,451,000
Number of returns with total tax payments 1,320
Total tax payments amount $25,541,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $67,000
Number of returns with income tax 1,330
Income tax amount [10] $22,774,000
Number of returns with tax liability 1,330
Total tax liability amount [11] $24,415,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $2,899,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $2,948,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $1,047,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,300
Number of single returns 130
Number of joint returns 1,120
Number of head of household returns 30
Number of returns with paid preparer's signature 1,080
Number of exemptions 3,640
Number of dependents 1,220
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] 580
Adjust gross income (AGI) [5] $902,685,000
Number of returns with total income 1,300
Salaries and wages amount $922,029,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $392,803
Number of returns with taxable interest 1,130
Taxable interest amount $11,578
Number of returns with ordinary dividends 1,070
Ordinary dividends amount $51,527,000
Number of returns with qualified dividends 1,050
Qualified dividends amount [6] $41,630
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $4,010
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $37,219,000
Number of returns with net capital gain (less loss) 1,060
Net capital gain (less loss) amount $193,136,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $22,096,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $15,495,000
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 370
Taxable Social Security benefits amount $12,048,000
Number of returns with partnership/S-corp net income (less loss) 770
Partnership/S-corp net income (less loss) amount $154,737,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $19,344,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 140
Self-employment retirement plans amount $4,840,000
Number of returns with self-employment health insurance deduction 340
Self-employment health insurance deduction amount $4,094,000
Number of returns with IRA payments 20
IRA payments amount $208,000
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 100
Domestic production activities deduction amount $5,657,000
Number of returns with itemized deductions 1,290
Total itemized deductions amount $123,442,000
Amount of AGI for itemized returns $896,950,000
Number of returns with State and local income taxes 1,270
State and local income taxes amount $50,783,000
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 1,250
Real estate taxes amount $14,698,000
Number of returns with taxes paid 1,290
Taxes paid amount $66,961,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $13,033,000
Number of returns with contributions 1,240
Contributions amount $43,758,000
Number of returns with taxable income 1,300
Taxable income amount $774,229,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $221,889,000
Number of returns with alternative minimum tax 820
Alternative minimum tax amount $7,225,000
Number of returns with total tax credits 820
Total tax credits amount $3,573,000
Number of returns with foreign tax credit 720
Foreign tax credit amount $2,469,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
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 460
Self-employment tax amount $5,103,000
Number of returns with total tax payments 1,290
Total tax payments amount $231,875,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,290
Income tax amount [10] $218,316,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $231,364,000
Number of returns with net investment income tax 940
Net investment income tax $5,416,000
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $24,464,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $8,441,000
Number of returns with credit to next year’s estimated tax 370
Credited to next year’s estimated tax amount $16,178,000

[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.