Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 27615 Income Tax Stats

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

ZIP Code 27615 Data

Zip Code:27615
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]


27615 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27615 [1] 22,200
Total Number of Single Tax Returns for ZIP Code 27615 7,190
Total Number of Joint Tax Returns for ZIP Code 27615 9,230
Total Number of Dependents for ZIP Code 27615 11,220
Total Adjusted Gross Income for ZIP Code 27615 $2,316,327,000
Average Income per Person for ZIP Code 27615 $54,934
Average Income per Household for ZIP Code 27615 $104,339

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 5,560
Number of single returns 4,400
Number of joint returns 440
Number of head of household returns 650
Number of returns with paid preparer's signature 2,220
Number of exemptions 5,970
Number of dependents 1,520
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 790
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $65,474,000
Number of returns with total income 5,560
Salaries and wages amount $67,182,000
Number of returns with salaries and wages 4,220
Salaries and wages amount $49,384
Number of returns with taxable interest 1,150
Taxable interest amount $750
Number of returns with ordinary dividends 840
Ordinary dividends amount $1,700,000
Number of returns with qualified dividends 780
Qualified dividends amount [6] $1,153
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $71
Number of returns with business or professional net income (less loss) 940
Business or professional net income (less loss) amount $5,547,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $1,050,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $2,712,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $5,543,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $194,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $596,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $4,000
Number of returns with total statutory adjustments 1,100
Total statutory adjustments amount $1,708,000
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 130
Self-employment health insurance deduction amount $334,000
Number of returns with IRA payments 60
IRA payments amount $188,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $246,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $177,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 580
Total itemized deductions amount $9,226,000
Amount of AGI for itemized returns $8,457,000
Number of returns with State and local income taxes 290
State and local income taxes amount $342,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $123,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,106,000
Number of returns with taxes paid 550
Taxes paid amount $1,690,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,836,000
Number of returns with contributions 400
Contributions amount $774,000
Number of returns with taxable income 2,620
Taxable income amount $15,576,000
Number of returns with income tax before credits 2,530
Income tax before credits amount $1,657,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $222,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $102,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 140
Child tax credit amount $45,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 750
Self-employment tax amount $1,006,000
Number of returns with total tax payments 4,860
Total tax payments amount $8,947,000
Number of returns with earned income credit 1,360
Earned income credit amount [8] $3,058,000
Number of returns with excess earned income credit 1,120
Excess earned income credit (refundable) amount [9] $2,640,000
Number of returns with additional child tax credit 700
Additional child tax credit amount $863,000
Number of returns with refundable education credit 270
Refundable education credit amount $228,000
Number of returns with income tax 2,150
Income tax amount [10] $1,435,000
Number of returns with tax liability 2,750
Total tax liability amount [11] $2,562,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $649,000
Number of returns with overpayments refunded 4,400
Overpayments refunded amount [13] $6,949,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $69,000

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

Number of returns 4,420
Number of single returns 2,830
Number of joint returns 770
Number of head of household returns 680
Number of returns with paid preparer's signature 1,690
Number of exemptions 6,940
Number of dependents 1,790
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 690
Number of elderly returns [4] 1,020
Adjust gross income (AGI) [5] $163,036,000
Number of returns with total income 4,420
Salaries and wages amount $166,016,000
Number of returns with salaries and wages 3,650
Salaries and wages amount $127,877
Number of returns with taxable interest 1,260
Taxable interest amount $939
Number of returns with ordinary dividends 740
Ordinary dividends amount $2,508,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $1,802
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $153
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $5,150,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $2,271,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $5,887,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $13,858,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $205,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $6,363,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,321,000
Number of returns with total statutory adjustments 1,290
Total statutory adjustments amount $2,980,000
Number of returns with educator expenses 110
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $638,000
Number of returns with IRA payments 110
IRA payments amount $479,000
Number of returns with student loan interest deduction 700
Student loan interest deduction amount $785,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,100
Total itemized deductions amount $18,623,000
Amount of AGI for itemized returns $42,532,000
Number of returns with State and local income taxes 880
State and local income taxes amount $1,607,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $164,000
Number of returns with real estate taxes 820
Real estate taxes amount $2,101,000
Number of returns with taxes paid 1,100
Taxes paid amount $4,159,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,073,000
Number of returns with contributions 860
Contributions amount $2,532,000
Number of returns with taxable income 4,230
Taxable income amount $91,476,000
Number of returns with income tax before credits 4,180
Income tax before credits amount $11,500,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,490
Total tax credits amount $1,203,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $340,000
Number of returns with retirement savings contribution credit 530
Retirement savings contribution credit amount $91,000
Number of returns with child tax credit 650
Child tax credit amount $599,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,088,000
Number of returns with total tax payments 4,250
Total tax payments amount $17,464,000
Number of returns with earned income credit 640
Earned income credit amount [8] $1,256,000
Number of returns with excess earned income credit 490
Excess earned income credit (refundable) amount [9] $1,018,000
Number of returns with additional child tax credit 480
Additional child tax credit amount $610,000
Number of returns with refundable education credit 220
Refundable education credit amount $189,000
Number of returns with income tax 3,710
Income tax amount [10] $10,300,000
Number of returns with tax liability 3,860
Total tax liability amount [11] $11,553,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 910
Tax due at time of filing amount [12] $1,467,000
Number of returns with overpayments refunded 3,400
Overpayments refunded amount [13] $7,189,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $138,000

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

Number of returns 3,050
Number of single returns 1,730
Number of joint returns 950
Number of head of household returns 290
Number of returns with paid preparer's signature 1,300
Number of exemptions 5,200
Number of dependents 1,200
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 340
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $187,487,000
Number of returns with total income 3,050
Salaries and wages amount $190,425,000
Number of returns with salaries and wages 2,440
Salaries and wages amount $133,134
Number of returns with taxable interest 1,390
Taxable interest amount $1,128
Number of returns with ordinary dividends 930
Ordinary dividends amount $4,870,000
Number of returns with qualified dividends 870
Qualified dividends amount [6] $3,388
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $324
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $5,259,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $3,829,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $7,729,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $19,327,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $161,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $12,456,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $1,408,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $2,938,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $335,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $568,000
Number of returns with IRA payments 110
IRA payments amount $464,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $567,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,490
Total itemized deductions amount $26,589,000
Amount of AGI for itemized returns $93,023,000
Number of returns with State and local income taxes 1,320
State and local income taxes amount $3,660,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $153,000
Number of returns with real estate taxes 1,250
Real estate taxes amount $3,467,000
Number of returns with taxes paid 1,480
Taxes paid amount $7,719,000
Number of returns with mortgage interest paid 1,080
Mortgage interest paid amount $6,452,000
Number of returns with contributions 1,210
Contributions amount $3,871,000
Number of returns with taxable income 3,020
Taxable income amount $126,031,000
Number of returns with income tax before credits 3,000
Income tax before credits amount $18,227,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,070
Total tax credits amount $1,170,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $36,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $222,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 500
Child tax credit amount $741,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 350
Self-employment tax amount $946,000
Number of returns with total tax payments 2,970
Total tax payments amount $21,377,000
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 90
Additional child tax credit amount $111,000
Number of returns with refundable education credit 130
Refundable education credit amount $121,000
Number of returns with income tax 2,900
Income tax amount [10] $17,057,000
Number of returns with tax liability 2,940
Total tax liability amount [11] $18,119,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 890
Tax due at time of filing amount [12] $2,067,000
Number of returns with overpayments refunded 2,080
Overpayments refunded amount [13] $5,081,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $177,000

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

Number of returns 2,070
Number of single returns 740
Number of joint returns 1,160
Number of head of household returns 130
Number of returns with paid preparer's signature 980
Number of exemptions 4,280
Number of dependents 1,050
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] 150
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $179,870,000
Number of returns with total income 2,070
Salaries and wages amount $182,877,000
Number of returns with salaries and wages 1,600
Salaries and wages amount $117,369
Number of returns with taxable interest 1,200
Taxable interest amount $1,361
Number of returns with ordinary dividends 840
Ordinary dividends amount $5,315,000
Number of returns with qualified dividends 810
Qualified dividends amount [6] $3,928
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $366
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $6,188,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $4,573,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $9,894,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $19,394,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $107,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $14,193,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $2,803,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $3,007,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $290,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $791,000
Number of returns with IRA payments 60
IRA payments amount $324,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $256,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,350
Total itemized deductions amount $28,209,000
Amount of AGI for itemized returns $117,676,000
Number of returns with State and local income taxes 1,250
State and local income taxes amount $5,108,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $92,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $3,824,000
Number of returns with taxes paid 1,350
Taxes paid amount $9,405,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $7,305,000
Number of returns with contributions 1,150
Contributions amount $4,363,000
Number of returns with taxable income 2,060
Taxable income amount $126,543,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $19,103,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $1,094,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $68,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $179,000
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 $705,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,133,000
Number of returns with total tax payments 2,020
Total tax payments amount $21,415,000
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 $21,000
Number of returns with refundable education credit 90
Refundable education credit amount $85,000
Number of returns with income tax 2,020
Income tax amount [10] $18,009,000
Number of returns with tax liability 2,030
Total tax liability amount [11] $19,306,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $2,251,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [13] $4,070,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $245,000

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

Number of returns 4,570
Number of single returns 710
Number of joint returns 3,650
Number of head of household returns 160
Number of returns with paid preparer's signature 2,180
Number of exemptions 11,520
Number of dependents 3,310
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] 210
Number of elderly returns [4] 1,860
Adjust gross income (AGI) [5] $641,291,000
Number of returns with total income 4,570
Salaries and wages amount $650,477,000
Number of returns with salaries and wages 3,670
Salaries and wages amount $426,378
Number of returns with taxable interest 3,200
Taxable interest amount $4,783
Number of returns with ordinary dividends 2,470
Ordinary dividends amount $21,913,000
Number of returns with qualified dividends 2,340
Qualified dividends amount [6] $16,564
Number of returns with state and local income tax refunds 2,030
State and local income tax refunds amount $1,541
Number of returns with business or professional net income (less loss) 960
Business or professional net income (less loss) amount $19,553,000
Number of returns with net capital gain (less loss) 2,200
Net capital gain (less loss) amount $24,291,000
Number of returns with taxable individual retirement arrangements distributions 1,210
Taxable individual retirement arrangements distributions amount $34,850,000
Number of returns with taxable pensions and annuities 1,470
Taxable pensions and annuities amount $60,536,000
Number of farm returns 50
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $204,000
Number of returns with taxable Social Security benefits 1,350
Taxable Social Security benefits amount $35,217,000
Number of returns with partnership/S-corp net income (less loss) 650
Partnership/S-corp net income (less loss) amount $16,184,000
Number of returns with total statutory adjustments 1,670
Total statutory adjustments amount $9,186,000
Number of returns with educator expenses 190
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,598,000
Number of returns with self-employment health insurance deduction 270
Self-employment health insurance deduction amount $2,548,000
Number of returns with IRA payments 180
IRA payments amount $971,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $579,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $86,000
Number of returns with itemized deductions 3,890
Total itemized deductions amount $101,827,000
Amount of AGI for itemized returns $554,039,000
Number of returns with State and local income taxes 3,730
State and local income taxes amount $25,601,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $231,000
Number of returns with real estate taxes 3,670
Real estate taxes amount $13,882,000
Number of returns with taxes paid 3,890
Taxes paid amount $41,269,000
Number of returns with mortgage interest paid 3,130
Mortgage interest paid amount $26,005,000
Number of returns with contributions 3,530
Contributions amount $17,545,000
Number of returns with taxable income 4,560
Taxable income amount $484,748,000
Number of returns with income tax before credits 4,530
Income tax before credits amount $83,464,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $341,000
Number of returns with total tax credits 2,190
Total tax credits amount $2,140,000
Number of returns with foreign tax credit 1,040
Foreign tax credit amount $268,000
Number of returns with child and dependent care credit 490
Child and dependent care credit amount $262,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $437,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 710
Child tax credit amount $895,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 720
Self-employment tax amount $3,479,000
Number of returns with total tax payments 4,520
Total tax payments amount $87,536,000
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 290
Refundable education credit amount $282,000
Number of returns with income tax 4,520
Income tax amount [10] $81,324,000
Number of returns with tax liability 4,530
Total tax liability amount [11] $85,079,000
Number of returns with net investment income tax 20
Net investment income tax $10,000
Number of returns with tax due at time of filing 1,870
Tax due at time of filing amount [12] $9,219,000
Number of returns with overpayments refunded 2,470
Overpayments refunded amount [13] $9,927,000
Number of returns with credit to next year’s estimated tax 300
Credited to next year’s estimated tax amount $1,565,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,530
Number of single returns 220
Number of joint returns 2,260
Number of head of household returns 50
Number of returns with paid preparer's signature 1,730
Number of exemptions 7,140
Number of dependents 2,350
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] 30
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $1,079,169,000
Number of returns with total income 2,530
Salaries and wages amount $1,099,987,000
Number of returns with salaries and wages 2,160
Salaries and wages amount $573,769
Number of returns with taxable interest 2,160
Taxable interest amount $11,774
Number of returns with ordinary dividends 1,950
Ordinary dividends amount $47,384,000
Number of returns with qualified dividends 1,900
Qualified dividends amount [6] $37,631
Number of returns with state and local income tax refunds 1,120
State and local income tax refunds amount $3,452
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $34,030,000
Number of returns with net capital gain (less loss) 1,910
Net capital gain (less loss) amount $148,672,000
Number of returns with taxable individual retirement arrangements distributions 680
Taxable individual retirement arrangements distributions amount $32,760,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $32,837,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $73,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $17,433,000
Number of returns with partnership/S-corp net income (less loss) 1,000
Partnership/S-corp net income (less loss) amount $182,341,000
Number of returns with total statutory adjustments 1,020
Total statutory adjustments amount $20,818,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 210
Self-employment retirement plans amount $7,172,000
Number of returns with self-employment health insurance deduction 420
Self-employment health insurance deduction amount $5,151,000
Number of returns with IRA payments 60
IRA payments amount $545,000
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 $2,284,000
Number of returns with itemized deductions 2,490
Total itemized deductions amount $136,033,000
Amount of AGI for itemized returns $1,061,633,000
Number of returns with State and local income taxes 2,450
State and local income taxes amount $56,495,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $52,000
Number of returns with real estate taxes 2,400
Real estate taxes amount $15,180,000
Number of returns with taxes paid 2,490
Taxes paid amount $73,118,000
Number of returns with mortgage interest paid 1,870
Mortgage interest paid amount $22,446,000
Number of returns with contributions 2,360
Contributions amount $37,570,000
Number of returns with taxable income 2,530
Taxable income amount $923,068,000
Number of returns with income tax before credits 2,530
Income tax before credits amount $239,890,000
Number of returns with alternative minimum tax 1,430
Alternative minimum tax amount $7,910,000
Number of returns with total tax credits 1,380
Total tax credits amount $3,321,000
Number of returns with foreign tax credit 1,090
Foreign tax credit amount $2,013,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $122,000
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 90
Residential energy tax credit amount $63,000
Number of returns with self-employment tax 680
Self-employment tax amount $5,867,000
Number of returns with total tax payments 2,520
Total tax payments amount $239,109,000
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 2,530
Income tax amount [10] $236,569,000
Number of returns with tax liability 2,530
Total tax liability amount [11] $249,842,000
Number of returns with net investment income tax 1,540
Net investment income tax $5,085,000
Number of returns with tax due at time of filing 1,310
Tax due at time of filing amount [12] $32,073,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [13] $8,718,000
Number of returns with credit to next year’s estimated tax 470
Credited to next year’s estimated tax amount $12,172,000

[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.