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ZIP Code Database - Facts & Stats

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ZIP Code 27545 Income Tax Stats

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

ZIP Code 27545 Data

Zip Code:27545
City:Knightdale
State:NC [North Carolina]
Counties: WAKE, NC
City Alias(es):Knightdale
Area Code:919
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27545 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27545 [1] 14,210
Total Number of Single Tax Returns for ZIP Code 27545 4,660
Total Number of Joint Tax Returns for ZIP Code 27545 4,800
Total Number of Dependents for ZIP Code 27545 10,370
Total Adjusted Gross Income for ZIP Code 27545 $756,616,000
Average Income per Person for ZIP Code 27545 $32,888
Average Income per Household for ZIP Code 27545 $53,245

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 4,660
Number of single returns 3,060
Number of joint returns 450
Number of head of household returns 1,070
Number of returns with paid preparer's signature 2,040
Number of exemptions 6,630
Number of dependents 2,410
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 970
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $59,974,000
Number of returns with total income 4,660
Salaries and wages amount $61,090,000
Number of returns with salaries and wages 3,730
Salaries and wages amount $48,548
Number of returns with taxable interest 500
Taxable interest amount $168
Number of returns with ordinary dividends 200
Ordinary dividends amount $279,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $215
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $40
Number of returns with business or professional net income (less loss) 970
Business or professional net income (less loss) amount $5,830,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $94,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,055,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,670,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $181,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $451,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $193,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $1,116,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $111,000
Number of returns with IRA payments 30
IRA payments amount $93,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $171,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $94,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $4,844,000
Amount of AGI for itemized returns $5,335,000
Number of returns with State and local income taxes 220
State and local income taxes amount $226,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $52,000
Number of returns with real estate taxes 240
Real estate taxes amount $429,000
Number of returns with taxes paid 340
Taxes paid amount $780,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,320,000
Number of returns with contributions 250
Contributions amount $615,000
Number of returns with taxable income 2,060
Taxable income amount $11,659,000
Number of returns with income tax before credits 2,080
Income tax before credits amount $1,257,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $208,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 190
Child tax credit amount $61,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 730
Self-employment tax amount $1,108,000
Number of returns with total tax payments 4,290
Total tax payments amount $10,466,000
Number of returns with earned income credit 1,750
Earned income credit amount [8] $4,821,000
Number of returns with excess earned income credit 1,540
Excess earned income credit (refundable) amount [9] $4,185,000
Number of returns with additional child tax credit 1,140
Additional child tax credit amount $1,453,000
Number of returns with refundable education credit 290
Refundable education credit amount $224,000
Number of returns with income tax 1,680
Income tax amount [10] $1,049,000
Number of returns with tax liability 2,330
Total tax liability amount [11] $2,246,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $485,000
Number of returns with overpayments refunded 3,960
Overpayments refunded amount [13] $8,652,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $22,000

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

Number of returns 3,950
Number of single returns 1,760
Number of joint returns 870
Number of head of household returns 1,120
Number of returns with paid preparer's signature 1,730
Number of exemptions 8,030
Number of dependents 3,210
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 930
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $145,068,000
Number of returns with total income 3,950
Salaries and wages amount $146,749,000
Number of returns with salaries and wages 3,580
Salaries and wages amount $128,386
Number of returns with taxable interest 610
Taxable interest amount $371
Number of returns with ordinary dividends 210
Ordinary dividends amount $453,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $331
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $134
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $3,498,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $600,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,994,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $8,113,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $226,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $2,630,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $278,000
Number of returns with total statutory adjustments 1,010
Total statutory adjustments amount $1,681,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $400,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $172,000
Number of returns with IRA payments 60
IRA payments amount $195,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $562,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,000
Total itemized deductions amount $15,153,000
Amount of AGI for itemized returns $39,174,000
Number of returns with State and local income taxes 890
State and local income taxes amount $1,549,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $83,000
Number of returns with real estate taxes 760
Real estate taxes amount $1,392,000
Number of returns with taxes paid 1,000
Taxes paid amount $3,227,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $4,187,000
Number of returns with contributions 790
Contributions amount $2,776,000
Number of returns with taxable income 3,800
Taxable income amount $72,241,000
Number of returns with income tax before credits 3,790
Income tax before credits amount $8,951,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,800
Total tax credits amount $1,729,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $174,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $383,000
Number of returns with retirement savings contribution credit 650
Retirement savings contribution credit amount $101,000
Number of returns with child tax credit 1,070
Child tax credit amount $982,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 360
Self-employment tax amount $920,000
Number of returns with total tax payments 3,880
Total tax payments amount $16,370,000
Number of returns with earned income credit 1,100
Earned income credit amount [8] $2,187,000
Number of returns with excess earned income credit 910
Excess earned income credit (refundable) amount [9] $1,788,000
Number of returns with additional child tax credit 870
Additional child tax credit amount $1,246,000
Number of returns with refundable education credit 290
Refundable education credit amount $241,000
Number of returns with income tax 2,940
Income tax amount [10] $7,222,000
Number of returns with tax liability 3,200
Total tax liability amount [11] $8,379,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $1,023,000
Number of returns with overpayments refunded 3,310
Overpayments refunded amount [13] $8,937,000
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 2,320
Number of single returns 880
Number of joint returns 930
Number of head of household returns 410
Number of returns with paid preparer's signature 1,030
Number of exemptions 5,010
Number of dependents 1,770
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 440
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $140,966,000
Number of returns with total income 2,320
Salaries and wages amount $142,381,000
Number of returns with salaries and wages 2,140
Salaries and wages amount $121,602
Number of returns with taxable interest 670
Taxable interest amount $247
Number of returns with ordinary dividends 230
Ordinary dividends amount $463,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $366
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $216
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $2,347,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $538,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,957,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $9,250,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $194,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $4,573,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $869,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,415,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $167,000
Number of returns with IRA payments 40
IRA payments amount $133,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $479,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,110
Total itemized deductions amount $19,188,000
Amount of AGI for itemized returns $68,049,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $2,956,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $75,000
Number of returns with real estate taxes 960
Real estate taxes amount $1,849,000
Number of returns with taxes paid 1,100
Taxes paid amount $5,193,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $6,097,000
Number of returns with contributions 860
Contributions amount $3,415,000
Number of returns with taxable income 2,300
Taxable income amount $89,436,000
Number of returns with income tax before credits 2,300
Income tax before credits amount $12,624,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,020
Total tax credits amount $1,582,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $320,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 690
Child tax credit amount $1,038,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 230
Self-employment tax amount $592,000
Number of returns with total tax payments 2,290
Total tax payments amount $15,774,000
Number of returns with earned income credit 30
Earned income credit amount [8] $11,000
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 140
Additional child tax credit amount $178,000
Number of returns with refundable education credit 190
Refundable education credit amount $172,000
Number of returns with income tax 2,170
Income tax amount [10] $11,042,000
Number of returns with tax liability 2,210
Total tax liability amount [11] $11,815,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,188,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $5,008,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 1,380
Number of single returns 270
Number of joint returns 930
Number of head of household returns 140
Number of returns with paid preparer's signature 580
Number of exemptions 3,540
Number of dependents 1,230
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] 200
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $119,734,000
Number of returns with total income 1,380
Salaries and wages amount $120,879,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $101,012
Number of returns with taxable interest 560
Taxable interest amount $348
Number of returns with ordinary dividends 220
Ordinary dividends amount $448,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $367
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $219
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $1,581,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $843,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,643,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $7,941,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $58,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $4,274,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,474,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,145,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $128,000
Number of returns with IRA payments 40
IRA payments amount $140,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $363,000
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 840
Total itemized deductions amount $16,880,000
Amount of AGI for itemized returns $72,974,000
Number of returns with State and local income taxes 810
State and local income taxes amount $3,188,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $34,000
Number of returns with real estate taxes 780
Real estate taxes amount $1,683,000
Number of returns with taxes paid 840
Taxes paid amount $5,133,000
Number of returns with mortgage interest paid 760
Mortgage interest paid amount $5,382,000
Number of returns with contributions 700
Contributions amount $3,346,000
Number of returns with taxable income 1,380
Taxable income amount $82,111,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $12,193,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $1,161,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $89,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 480
Child tax credit amount $783,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 160
Self-employment tax amount $384,000
Number of returns with total tax payments 1,370
Total tax payments amount $13,515,000
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 100
Refundable education credit amount $93,000
Number of returns with income tax 1,360
Income tax amount [10] $11,032,000
Number of returns with tax liability 1,360
Total tax liability amount [11] $11,588,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $1,123,000
Number of returns with overpayments refunded 960
Overpayments refunded amount [13] $2,988,000
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 1,710
Number of single returns 150
Number of joint returns 1,460
Number of head of household returns 70
Number of returns with paid preparer's signature 740
Number of exemptions 4,740
Number of dependents 1,570
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] 360
Adjust gross income (AGI) [5] $225,348,000
Number of returns with total income 1,710
Salaries and wages amount $227,423,000
Number of returns with salaries and wages 1,620
Salaries and wages amount $189,901
Number of returns with taxable interest 890
Taxable interest amount $527
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,131,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $914
Number of returns with state and local income tax refunds 720
State and local income tax refunds amount $421
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,539,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $2,568,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $4,084,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $15,029,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $102,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $5,192,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $4,186,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $2,075,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
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 $248,000
Number of returns with IRA payments 60
IRA payments amount $277,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $485,000
Number of returns with tuition and fees deduction 40
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 1,410
Total itemized deductions amount $33,336,000
Amount of AGI for itemized returns $188,593,000
Number of returns with State and local income taxes 1,380
State and local income taxes amount $8,904,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $61,000
Number of returns with real estate taxes 1,340
Real estate taxes amount $3,348,000
Number of returns with taxes paid 1,410
Taxes paid amount $12,830,000
Number of returns with mortgage interest paid 1,300
Mortgage interest paid amount $9,987,000
Number of returns with contributions 1,230
Contributions amount $6,539,000
Number of returns with taxable income 1,710
Taxable income amount $169,109,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $28,880,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $60,000
Number of returns with total tax credits 780
Total tax credits amount $1,092,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $151,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $257,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 440
Child tax credit amount $557,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $50,000
Number of returns with self-employment tax 230
Self-employment tax amount $727,000
Number of returns with total tax payments 1,700
Total tax payments amount $30,500,000
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 $148,000
Number of returns with income tax 1,710
Income tax amount [10] $27,788,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $28,861,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $2,793,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $4,102,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $620,000

Adjusted Gross Income: $200,000 or more

Number of returns 190
Number of single returns 20
Number of joint returns 160
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 530
Number of dependents 180
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 50
Adjust gross income (AGI) [5] $65,526,000
Number of returns with total income 190
Salaries and wages amount $66,686,000
Number of returns with salaries and wages 170
Salaries and wages amount $37,300
Number of returns with taxable interest 150
Taxable interest amount $499
Number of returns with ordinary dividends 100
Ordinary dividends amount $974,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $834
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $146
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $3,116,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $10,670,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $571,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,908,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $904,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $9,182,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $1,160,000
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 20
Self-employment health insurance deduction amount $262,000
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 180
Total itemized deductions amount $7,183,000
Amount of AGI for itemized returns $58,449,000
Number of returns with State and local income taxes 170
State and local income taxes amount $3,084,000
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 170
Real estate taxes amount $666,000
Number of returns with taxes paid 180
Taxes paid amount $3,880,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,318,000
Number of returns with contributions 150
Contributions amount $1,936,000
Number of returns with taxable income 190
Taxable income amount $56,420,000
Number of returns with income tax before credits 190
Income tax before credits amount $13,617,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $366,000
Number of returns with total tax credits 70
Total tax credits amount $51,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
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 30
Self-employment tax amount $372,000
Number of returns with total tax payments 190
Total tax payments amount $12,761,000
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 190
Income tax amount [10] $13,534,000
Number of returns with tax liability 190
Total tax liability amount [11] $14,357,000
Number of returns with net investment income tax 90
Net investment income tax $181,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $2,947,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $896,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.