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ZIP Code Database - Facts & Stats

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ZIP Code 27504 Income Tax Stats

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

ZIP Code 27504 Data

Zip Code:27504
City:Benson
State:NC [North Carolina]
Counties: JOHNSTON, NC
City Alias(es):Benson
Area Code:919 / 984
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27504 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27504 [1] 6,760
Total Number of Single Tax Returns for ZIP Code 27504 2,620
Total Number of Joint Tax Returns for ZIP Code 27504 2,700
Total Number of Dependents for ZIP Code 27504 4,770
Total Adjusted Gross Income for ZIP Code 27504 $349,453,000
Average Income per Person for ZIP Code 27504 $23,991
Average Income per Household for ZIP Code 27504 $51,694

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 2,590
Number of single returns 1,550
Number of joint returns 380
Number of head of household returns 620
Number of returns with paid preparer's signature 1,220
Number of exemptions 4,010
Number of dependents 1,450
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 530
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $32,073,000
Number of returns with total income 2,590
Salaries and wages amount $32,661,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $24,374
Number of returns with taxable interest 390
Taxable interest amount $191
Number of returns with ordinary dividends 110
Ordinary dividends amount $89,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $71
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $3,329,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $195,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $687,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $3,263,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $72,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $245,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $198,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $588,000
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 40
Self-employment health insurance deduction amount $109,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $45,000
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 140
Total itemized deductions amount $1,866,000
Amount of AGI for itemized returns $2,110,000
Number of returns with State and local income taxes 60
State and local income taxes amount $92,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $32,000
Number of returns with real estate taxes 100
Real estate taxes amount $172,000
Number of returns with taxes paid 130
Taxes paid amount $330,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $398,000
Number of returns with contributions 100
Contributions amount $247,000
Number of returns with taxable income 1,000
Taxable income amount $5,500,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $589,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 270
Total tax credits amount $76,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $21,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 100
Child tax credit amount $31,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 380
Self-employment tax amount $588,000
Number of returns with total tax payments 2,330
Total tax payments amount $5,948,000
Number of returns with earned income credit 1,010
Earned income credit amount [8] $2,712,000
Number of returns with excess earned income credit 910
Excess earned income credit (refundable) amount [9] $2,384,000
Number of returns with additional child tax credit 650
Additional child tax credit amount $799,000
Number of returns with refundable education credit 110
Refundable education credit amount $99,000
Number of returns with income tax 850
Income tax amount [10] $514,000
Number of returns with tax liability 1,180
Total tax liability amount [11] $1,158,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $291,000
Number of returns with overpayments refunded 2,170
Overpayments refunded amount [13] $5,021,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $29,000

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

Number of returns 1,760
Number of single returns 740
Number of joint returns 560
Number of head of household returns 390
Number of returns with paid preparer's signature 860
Number of exemptions 3,680
Number of dependents 1,370
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] 380
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $64,139,000
Number of returns with total income 1,760
Salaries and wages amount $64,917,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $53,500
Number of returns with taxable interest 390
Taxable interest amount $277
Number of returns with ordinary dividends 90
Ordinary dividends amount $156,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $107
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $2,862,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $145,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $811,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $4,925,000
Number of farm returns 20
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $46,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $1,594,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $377,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $778,000
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 60
Self-employment health insurance deduction amount $375,000
Number of returns with IRA payments 30
IRA payments amount $81,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $130,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $78,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $4,589,000
Amount of AGI for itemized returns $11,471,000
Number of returns with State and local income taxes 250
State and local income taxes amount $437,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $29,000
Number of returns with real estate taxes 240
Real estate taxes amount $357,000
Number of returns with taxes paid 300
Taxes paid amount $898,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,168,000
Number of returns with contributions 210
Contributions amount $763,000
Number of returns with taxable income 1,670
Taxable income amount $31,563,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $3,896,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $631,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 470
Child tax credit amount $433,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 180
Self-employment tax amount $506,000
Number of returns with total tax payments 1,730
Total tax payments amount $7,316,000
Number of returns with earned income credit 490
Earned income credit amount [8] $1,068,000
Number of returns with excess earned income credit 400
Excess earned income credit (refundable) amount [9] $837,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $567,000
Number of returns with refundable education credit 70
Refundable education credit amount $56,000
Number of returns with income tax 1,340
Income tax amount [10] $3,264,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $3,864,000
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] $445,000
Number of returns with overpayments refunded 1,460
Overpayments refunded amount [13] $3,850,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,000
Number of single returns 290
Number of joint returns 560
Number of head of household returns 130
Number of returns with paid preparer's signature 530
Number of exemptions 2,330
Number of dependents 780
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] 170
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $61,257,000
Number of returns with total income 1,000
Salaries and wages amount $61,865,000
Number of returns with salaries and wages 890
Salaries and wages amount $49,824
Number of returns with taxable interest 350
Taxable interest amount $263
Number of returns with ordinary dividends 110
Ordinary dividends amount $324,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $255
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,316,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $518,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $864,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $4,746,000
Number of farm returns 20
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $57,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $3,022,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $643,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $608,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
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 $142,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $100,000
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 330
Total itemized deductions amount $5,163,000
Amount of AGI for itemized returns $20,287,000
Number of returns with State and local income taxes 300
State and local income taxes amount $838,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $24,000
Number of returns with real estate taxes 290
Real estate taxes amount $474,000
Number of returns with taxes paid 330
Taxes paid amount $1,409,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,299,000
Number of returns with contributions 240
Contributions amount $1,051,000
Number of returns with taxable income 990
Taxable income amount $39,332,000
Number of returns with income tax before credits 990
Income tax before credits amount $5,394,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $664,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $79,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 310
Child tax credit amount $495,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $290,000
Number of returns with total tax payments 980
Total tax payments amount $6,559,000
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 50
Additional child tax credit amount $63,000
Number of returns with refundable education credit 50
Refundable education credit amount $39,000
Number of returns with income tax 940
Income tax amount [10] $4,730,000
Number of returns with tax liability 960
Total tax liability amount [11] $5,075,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $616,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $2,031,000
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 640
Number of single returns 90
Number of joint returns 510
Number of head of household returns 30
Number of returns with paid preparer's signature 330
Number of exemptions 1,660
Number of dependents 510
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] 150
Adjust gross income (AGI) [5] $55,233,000
Number of returns with total income 640
Salaries and wages amount $55,771,000
Number of returns with salaries and wages 580
Salaries and wages amount $44,204
Number of returns with taxable interest 320
Taxable interest amount $233
Number of returns with ordinary dividends 90
Ordinary dividends amount $249,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $212
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $75
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,152,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $649,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,145,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $4,404,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,679,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $699,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $538,000
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 $191,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $97,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $5,319,000
Amount of AGI for itemized returns $24,974,000
Number of returns with State and local income taxes 270
State and local income taxes amount $1,063,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $34,000
Number of returns with real estate taxes 270
Real estate taxes amount $576,000
Number of returns with taxes paid 290
Taxes paid amount $1,740,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,620,000
Number of returns with contributions 250
Contributions amount $1,004,000
Number of returns with taxable income 640
Taxable income amount $38,844,000
Number of returns with income tax before credits 640
Income tax before credits amount $5,558,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $530,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $381,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 80
Self-employment tax amount $215,000
Number of returns with total tax payments 630
Total tax payments amount $5,904,000
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 $45,000
Number of returns with income tax 630
Income tax amount [10] $5,028,000
Number of returns with tax liability 630
Total tax liability amount [11] $5,288,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $606,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $1,199,000
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 670
Number of single returns 50
Number of joint returns 610
Number of head of household returns 20
Number of returns with paid preparer's signature 380
Number of exemptions 1,860
Number of dependents 580
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] 170
Adjust gross income (AGI) [5] $86,951,000
Number of returns with total income 670
Salaries and wages amount $88,369,000
Number of returns with salaries and wages 630
Salaries and wages amount $68,471
Number of returns with taxable interest 400
Taxable interest amount $641
Number of returns with ordinary dividends 170
Ordinary dividends amount $564,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $480
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $170
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,983,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $1,859,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,931,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,078,000
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 130
Taxable Social Security benefits amount $2,921,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $2,923,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $1,418,000
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 60
Self-employment health insurance deduction amount $576,000
Number of returns with IRA payments 30
IRA payments amount $145,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $104,000
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 $856,000
Number of returns with itemized deductions 480
Total itemized deductions amount $11,000,000
Amount of AGI for itemized returns $64,220,000
Number of returns with State and local income taxes 470
State and local income taxes amount $3,055,000
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 $1,470,000
Number of returns with taxes paid 480
Taxes paid amount $4,709,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,831,000
Number of returns with contributions 420
Contributions amount $2,191,000
Number of returns with taxable income 670
Taxable income amount $66,365,000
Number of returns with income tax before credits 670
Income tax before credits amount $11,065,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $447,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $121,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $223,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $479,000
Number of returns with total tax payments 660
Total tax payments amount $11,252,000
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 $71,000
Number of returns with income tax 670
Income tax amount [10] $10,619,000
Number of returns with tax liability 670
Total tax liability amount [11] $11,145,000
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] $1,497,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,504,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $86,000

Adjusted Gross Income: $200,000 or more

Number of returns 100
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 80
Number of exemptions 260
Number of dependents 80
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 30
Adjust gross income (AGI) [5] $49,800,000
Number of returns with total income 100
Salaries and wages amount $51,077,000
Number of returns with salaries and wages 90
Salaries and wages amount $21,266
Number of returns with taxable interest 80
Taxable interest amount $718
Number of returns with ordinary dividends 40
Ordinary dividends amount $702,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $803
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $219
Number of returns with business or professional net income (less loss) 20
Business or professional net income (less loss) amount ($386,000)
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $3,811,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,154,000
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 20
Taxable Social Security benefits amount $633,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $12,010,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $1,277,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $307,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 90
Total itemized deductions amount $5,121,000
Amount of AGI for itemized returns $48,532,000
Number of returns with State and local income taxes 90
State and local income taxes amount $2,643,000
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 $464,000
Number of returns with taxes paid 90
Taxes paid amount $3,151,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $647,000
Number of returns with contributions 90
Contributions amount $1,371,000
Number of returns with taxable income 100
Taxable income amount $43,894,000
Number of returns with income tax before credits 100
Income tax before credits amount $12,073,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $197,000
Number of returns with total tax credits 30
Total tax credits amount $35,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 0
Self-employment tax amount $0
Number of returns with total tax payments 90
Total tax payments amount $12,324,000
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] $12,010,000
Number of returns with tax liability 100
Total tax liability amount [11] $12,360,000
Number of returns with net investment income tax 50
Net investment income tax $104,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $1,495,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $206,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $1,232,000

[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.