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ZIP Code Database - Facts & Stats

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ZIP Code 27614 Income Tax Stats

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

ZIP Code 27614 Data

Zip Code:27614
City:Raleigh
State:NC [North Carolina]
Counties: WAKE, NC
City Alias(es):Raleigh
Area Code:919
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27614 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27614 [1] 16,020
Total Number of Single Tax Returns for ZIP Code 27614 5,330
Total Number of Joint Tax Returns for ZIP Code 27614 7,870
Total Number of Dependents for ZIP Code 27614 11,410
Total Adjusted Gross Income for ZIP Code 27614 $2,354,329,000
Average Income per Person for ZIP Code 27614 $74,703
Average Income per Household for ZIP Code 27614 $146,962

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 4,010
Number of single returns 3,270
Number of joint returns 330
Number of head of household returns 350
Number of returns with paid preparer's signature 1,550
Number of exemptions 3,520
Number of dependents 800
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] 410
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $41,424,000
Number of returns with total income 4,010
Salaries and wages amount $42,536,000
Number of returns with salaries and wages 3,050
Salaries and wages amount $31,111
Number of returns with taxable interest 910
Taxable interest amount $554
Number of returns with ordinary dividends 710
Ordinary dividends amount $1,425,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $890
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $90
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $2,776,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $1,027,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $2,057,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,651,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $98,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $428,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount ($655,000)
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $1,112,000
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 $269,000
Number of returns with IRA payments 30
IRA payments amount $145,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $141,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $167,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $6,835,000
Amount of AGI for itemized returns $5,583,000
Number of returns with State and local income taxes 180
State and local income taxes amount $292,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $106,000
Number of returns with real estate taxes 270
Real estate taxes amount $842,000
Number of returns with taxes paid 370
Taxes paid amount $1,468,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,384,000
Number of returns with contributions 280
Contributions amount $521,000
Number of returns with taxable income 1,740
Taxable income amount $9,789,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $1,037,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $141,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $25,000
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 490
Self-employment tax amount $589,000
Number of returns with total tax payments 3,410
Total tax payments amount $5,300,000
Number of returns with earned income credit 730
Earned income credit amount [8] $1,578,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [9] $1,334,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $405,000
Number of returns with refundable education credit 200
Refundable education credit amount $168,000
Number of returns with income tax 1,440
Income tax amount [10] $896,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $1,583,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $419,000
Number of returns with overpayments refunded 3,070
Overpayments refunded amount [13] $4,091,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $35,000

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

Number of returns 2,380
Number of single returns 1,410
Number of joint returns 470
Number of head of household returns 410
Number of returns with paid preparer's signature 1,030
Number of exemptions 3,920
Number of dependents 1,100
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 390
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $87,723,000
Number of returns with total income 2,380
Salaries and wages amount $89,739,000
Number of returns with salaries and wages 1,900
Salaries and wages amount $66,331
Number of returns with taxable interest 730
Taxable interest amount $619
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,817,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,243
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $3,523,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,718,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,443,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $7,634,000
Number of farm returns 20
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $168,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $3,559,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $438,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $2,016,000
Number of returns with educator expenses 80
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 90
Self-employment health insurance deduction amount $489,000
Number of returns with IRA payments 70
IRA payments amount $315,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $422,000
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 620
Total itemized deductions amount $11,423,000
Amount of AGI for itemized returns $24,204,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,045,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $110,000
Number of returns with real estate taxes 500
Real estate taxes amount $1,519,000
Number of returns with taxes paid 620
Taxes paid amount $2,810,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $2,944,000
Number of returns with contributions 490
Contributions amount $1,435,000
Number of returns with taxable income 2,250
Taxable income amount $47,411,000
Number of returns with income tax before credits 2,220
Income tax before credits amount $5,901,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 930
Total tax credits amount $775,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $223,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 410
Child tax credit amount $392,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 270
Self-employment tax amount $780,000
Number of returns with total tax payments 2,250
Total tax payments amount $9,616,000
Number of returns with earned income credit 420
Earned income credit amount [8] $789,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $595,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $386,000
Number of returns with refundable education credit 140
Refundable education credit amount $120,000
Number of returns with income tax 1,930
Income tax amount [10] $5,126,000
Number of returns with tax liability 2,050
Total tax liability amount [11] $6,008,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $862,000
Number of returns with overpayments refunded 1,830
Overpayments refunded amount [13] $4,335,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $91,000

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

Number of returns 1,750
Number of single returns 830
Number of joint returns 610
Number of head of household returns 260
Number of returns with paid preparer's signature 820
Number of exemptions 3,300
Number of dependents 940
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $108,268,000
Number of returns with total income 1,750
Salaries and wages amount $109,972,000
Number of returns with salaries and wages 1,370
Salaries and wages amount $75,865
Number of returns with taxable interest 750
Taxable interest amount $897
Number of returns with ordinary dividends 500
Ordinary dividends amount $2,520,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,797
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $272
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,969,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,127,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,865,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $11,764,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $110,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $7,008,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $756,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,704,000
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 $300,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $463,000
Number of returns with IRA payments 50
IRA payments amount $198,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $304,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 900
Total itemized deductions amount $16,958,000
Amount of AGI for itemized returns $56,526,000
Number of returns with State and local income taxes 810
State and local income taxes amount $2,470,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $92,000
Number of returns with real estate taxes 780
Real estate taxes amount $2,331,000
Number of returns with taxes paid 900
Taxes paid amount $5,117,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,775,000
Number of returns with contributions 730
Contributions amount $2,415,000
Number of returns with taxable income 1,740
Taxable income amount $70,504,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $9,991,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $861,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $175,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 380
Child tax credit amount $557,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 210
Self-employment tax amount $542,000
Number of returns with total tax payments 1,710
Total tax payments amount $12,235,000
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 60
Additional child tax credit amount $69,000
Number of returns with refundable education credit 100
Refundable education credit amount $94,000
Number of returns with income tax 1,650
Income tax amount [10] $9,129,000
Number of returns with tax liability 1,690
Total tax liability amount [11] $9,764,000
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] $1,122,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [13] $3,385,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $163,000

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

Number of returns 1,390
Number of single returns 390
Number of joint returns 820
Number of head of household returns 120
Number of returns with paid preparer's signature 670
Number of exemptions 3,140
Number of dependents 930
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $121,400,000
Number of returns with total income 1,390
Salaries and wages amount $123,375,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $79,431
Number of returns with taxable interest 750
Taxable interest amount $790
Number of returns with ordinary dividends 520
Ordinary dividends amount $3,036,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $2,187
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $333
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $3,520,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $3,247,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $6,578,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $14,352,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $123,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $9,195,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,383,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,975,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $587,000
Number of returns with IRA payments 40
IRA payments amount $239,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $185,000
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 900
Total itemized deductions amount $19,841,000
Amount of AGI for itemized returns $78,699,000
Number of returns with State and local income taxes 830
State and local income taxes amount $3,397,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $65,000
Number of returns with real estate taxes 800
Real estate taxes amount $2,768,000
Number of returns with taxes paid 900
Taxes paid amount $6,499,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $5,832,000
Number of returns with contributions 770
Contributions amount $3,017,000
Number of returns with taxable income 1,380
Taxable income amount $83,368,000
Number of returns with income tax before credits 1,370
Income tax before credits amount $12,435,000
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 $925,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $51,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 360
Child tax credit amount $589,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 200
Self-employment tax amount $770,000
Number of returns with total tax payments 1,360
Total tax payments amount $13,976,000
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 20
Additional child tax credit amount $31,000
Number of returns with refundable education credit 80
Refundable education credit amount $78,000
Number of returns with income tax 1,350
Income tax amount [10] $11,510,000
Number of returns with tax liability 1,360
Total tax liability amount [11] $12,386,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $1,661,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $3,018,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $143,000

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

Number of returns 3,580
Number of single returns 430
Number of joint returns 2,950
Number of head of household returns 160
Number of returns with paid preparer's signature 1,720
Number of exemptions 10,310
Number of dependents 3,790
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] 160
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $513,136,000
Number of returns with total income 3,580
Salaries and wages amount $520,736,000
Number of returns with salaries and wages 3,120
Salaries and wages amount $381,537
Number of returns with taxable interest 2,330
Taxable interest amount $2,840
Number of returns with ordinary dividends 1,770
Ordinary dividends amount $11,216,000
Number of returns with qualified dividends 1,700
Qualified dividends amount [6] $8,583
Number of returns with state and local income tax refunds 1,640
State and local income tax refunds amount $1,305
Number of returns with business or professional net income (less loss) 850
Business or professional net income (less loss) amount $15,532,000
Number of returns with net capital gain (less loss) 1,620
Net capital gain (less loss) amount $16,793,000
Number of returns with taxable individual retirement arrangements distributions 710
Taxable individual retirement arrangements distributions amount $20,917,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $35,537,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $287,000
Number of returns with taxable Social Security benefits 700
Taxable Social Security benefits amount $18,134,000
Number of returns with partnership/S-corp net income (less loss) 590
Partnership/S-corp net income (less loss) amount $14,562,000
Number of returns with total statutory adjustments 1,350
Total statutory adjustments amount $7,600,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,176,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $2,087,000
Number of returns with IRA payments 150
IRA payments amount $915,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $344,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $122,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $115,000
Number of returns with itemized deductions 3,090
Total itemized deductions amount $84,268,000
Amount of AGI for itemized returns $450,850,000
Number of returns with State and local income taxes 3,000
State and local income taxes amount $21,785,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $139,000
Number of returns with real estate taxes 2,960
Real estate taxes amount $12,166,000
Number of returns with taxes paid 3,090
Taxes paid amount $35,260,000
Number of returns with mortgage interest paid 2,710
Mortgage interest paid amount $26,889,000
Number of returns with contributions 2,800
Contributions amount $13,051,000
Number of returns with taxable income 3,580
Taxable income amount $381,043,000
Number of returns with income tax before credits 3,560
Income tax before credits amount $66,021,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $215,000
Number of returns with total tax credits 1,840
Total tax credits amount $2,142,000
Number of returns with foreign tax credit 700
Foreign tax credit amount $239,000
Number of returns with child and dependent care credit 440
Child and dependent care credit amount $221,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $513,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 690
Child tax credit amount $880,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 660
Self-employment tax amount $2,786,000
Number of returns with total tax payments 3,540
Total tax payments amount $71,544,000
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 330
Refundable education credit amount $324,000
Number of returns with income tax 3,550
Income tax amount [10] $63,880,000
Number of returns with tax liability 3,560
Total tax liability amount [11] $67,155,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,380
Tax due at time of filing amount [12] $6,847,000
Number of returns with overpayments refunded 2,060
Overpayments refunded amount [13] $9,767,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $1,383,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,910
Number of single returns 150
Number of joint returns 2,690
Number of head of household returns 60
Number of returns with paid preparer's signature 1,940
Number of exemptions 9,440
Number of dependents 3,850
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] 640
Adjust gross income (AGI) [5] $1,482,378,000
Number of returns with total income 2,910
Salaries and wages amount $1,507,543,000
Number of returns with salaries and wages 2,710
Salaries and wages amount $884,154
Number of returns with taxable interest 2,290
Taxable interest amount $10,705
Number of returns with ordinary dividends 2,050
Ordinary dividends amount $44,949,000
Number of returns with qualified dividends 1,990
Qualified dividends amount [6] $34,246
Number of returns with state and local income tax refunds 1,340
State and local income tax refunds amount $5,170
Number of returns with business or professional net income (less loss) 730
Business or professional net income (less loss) amount $39,680,000
Number of returns with net capital gain (less loss) 2,000
Net capital gain (less loss) amount $218,820,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $17,019,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $23,515,000
Number of farm returns 20
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $71,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $8,417,000
Number of returns with partnership/S-corp net income (less loss) 960
Partnership/S-corp net income (less loss) amount $234,542,000
Number of returns with total statutory adjustments 1,120
Total statutory adjustments amount $25,165,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 230
Self-employment retirement plans amount $8,314,000
Number of returns with self-employment health insurance deduction 400
Self-employment health insurance deduction amount $5,360,000
Number of returns with IRA payments 50
IRA payments amount $511,000
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 80
Domestic production activities deduction amount $4,159,000
Number of returns with itemized deductions 2,860
Total itemized deductions amount $174,012,000
Amount of AGI for itemized returns $1,455,256,000
Number of returns with State and local income taxes 2,830
State and local income taxes amount $84,174,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $78,000
Number of returns with real estate taxes 2,790
Real estate taxes amount $18,382,000
Number of returns with taxes paid 2,860
Taxes paid amount $104,507,000
Number of returns with mortgage interest paid 2,410
Mortgage interest paid amount $34,649,000
Number of returns with contributions 2,660
Contributions amount $39,841,000
Number of returns with taxable income 2,910
Taxable income amount $1,283,481,000
Number of returns with income tax before credits 2,900
Income tax before credits amount $355,146,000
Number of returns with alternative minimum tax 1,690
Alternative minimum tax amount $9,525,000
Number of returns with total tax credits 1,470
Total tax credits amount $5,122,000
Number of returns with foreign tax credit 1,080
Foreign tax credit amount $4,013,000
Number of returns with child and dependent care credit 380
Child and dependent care credit amount $178,000
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 110
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 680
Self-employment tax amount $7,051,000
Number of returns with total tax payments 2,890
Total tax payments amount $354,964,000
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 2,900
Income tax amount [10] $350,024,000
Number of returns with tax liability 2,910
Total tax liability amount [11] $368,268,000
Number of returns with net investment income tax 1,710
Net investment income tax $6,760,000
Number of returns with tax due at time of filing 1,590
Tax due at time of filing amount [12] $44,679,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [13] $11,239,000
Number of returns with credit to next year’s estimated tax 390
Credited to next year’s estimated tax amount $19,655,000

[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.