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ZIP Code Database - Facts & Stats

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ZIP Code 27707 Income Tax Stats

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

ZIP Code 27707 Data

Zip Code:27707
City:Durham
State:NC [North Carolina]
Counties: DURHAM, NC
City Alias(es):Durham
Area Code:919 / 984
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27707 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27707 [1] 22,060
Total Number of Single Tax Returns for ZIP Code 27707 4,520
Total Number of Joint Tax Returns for ZIP Code 27707 5,550
Total Number of Dependents for ZIP Code 27707 12,930
Total Adjusted Gross Income for ZIP Code 27707 $1,624,078,000
Average Income per Person for ZIP Code 27707 $36,072
Average Income per Household for ZIP Code 27707 $73,621

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 8,360
Number of single returns 5,540
Number of joint returns 480
Number of head of household returns 2,210
Number of returns with paid preparer's signature 3,700
Number of exemptions 12,450
Number of dependents 4,610
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 280
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 2,000
Number of elderly returns [4] 1,170
Adjust gross income (AGI) [5] $109,220,000
Number of returns with total income 8,360
Salaries and wages amount $111,315,000
Number of returns with salaries and wages 6,870
Salaries and wages amount $91,333
Number of returns with taxable interest 850
Taxable interest amount $382
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,569,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,148
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 1,700
Business or professional net income (less loss) amount $7,810,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $825,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,703,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $7,101,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $318,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $556,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount ($32,000)
Number of returns with total statutory adjustments 1,770
Total statutory adjustments amount $2,095,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $187,000
Number of returns with IRA payments 50
IRA payments amount $136,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $366,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $401,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 550
Total itemized deductions amount $8,743,000
Amount of AGI for itemized returns $8,758,000
Number of returns with State and local income taxes 320
State and local income taxes amount $300,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $112,000
Number of returns with real estate taxes 340
Real estate taxes amount $965,000
Number of returns with taxes paid 540
Taxes paid amount $1,534,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,340,000
Number of returns with contributions 390
Contributions amount $992,000
Number of returns with taxable income 3,670
Taxable income amount $21,534,000
Number of returns with income tax before credits 3,630
Income tax before credits amount $2,329,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,250
Total tax credits amount $447,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $246,000
Number of returns with retirement savings contribution credit 380
Retirement savings contribution credit amount $61,000
Number of returns with child tax credit 350
Child tax credit amount $100,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,250
Self-employment tax amount $1,591,000
Number of returns with total tax payments 7,660
Total tax payments amount $19,254,000
Number of returns with earned income credit 3,260
Earned income credit amount [8] $8,562,000
Number of returns with excess earned income credit 2,890
Excess earned income credit (refundable) amount [9] $7,666,000
Number of returns with additional child tax credit 2,150
Additional child tax credit amount $2,843,000
Number of returns with refundable education credit 580
Refundable education credit amount $521,000
Number of returns with income tax 2,830
Income tax amount [10] $1,882,000
Number of returns with tax liability 3,910
Total tax liability amount [11] $3,601,000
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] $762,000
Number of returns with overpayments refunded 7,020
Overpayments refunded amount [13] $16,328,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $51,000

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

Number of returns 5,970
Number of single returns 3,470
Number of joint returns 760
Number of head of household returns 1,560
Number of returns with paid preparer's signature 2,290
Number of exemptions 10,530
Number of dependents 3,830
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 170
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,240
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $214,286,000
Number of returns with total income 5,970
Salaries and wages amount $217,119,000
Number of returns with salaries and wages 5,420
Salaries and wages amount $187,737
Number of returns with taxable interest 990
Taxable interest amount $517
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,756,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $1,327
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $140
Number of returns with business or professional net income (less loss) 860
Business or professional net income (less loss) amount $4,469,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $1,414,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $2,882,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $11,673,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $308,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $4,325,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $814,000
Number of returns with total statutory adjustments 1,640
Total statutory adjustments amount $2,833,000
Number of returns with educator expenses 180
Educator expenses amount $42,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $209,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $295,000
Number of returns with IRA payments 110
IRA payments amount $323,000
Number of returns with student loan interest deduction 900
Student loan interest deduction amount $1,080,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,050
Total itemized deductions amount $16,587,000
Amount of AGI for itemized returns $39,797,000
Number of returns with State and local income taxes 850
State and local income taxes amount $1,461,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $125,000
Number of returns with real estate taxes 640
Real estate taxes amount $1,756,000
Number of returns with taxes paid 1,040
Taxes paid amount $3,662,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $2,829,000
Number of returns with contributions 800
Contributions amount $2,709,000
Number of returns with taxable income 5,750
Taxable income amount $117,381,000
Number of returns with income tax before credits 5,730
Income tax before credits amount $14,712,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,450
Total tax credits amount $2,156,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $172,000
Number of returns with nonrefundable education credit 580
Nonrefundable education credit amount $624,000
Number of returns with retirement savings contribution credit 740
Retirement savings contribution credit amount $114,000
Number of returns with child tax credit 1,270
Child tax credit amount $1,175,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 540
Self-employment tax amount $1,110,000
Number of returns with total tax payments 5,850
Total tax payments amount $24,475,000
Number of returns with earned income credit 1,130
Earned income credit amount [8] $2,407,000
Number of returns with excess earned income credit 930
Excess earned income credit (refundable) amount [9] $1,993,000
Number of returns with additional child tax credit 1,070
Additional child tax credit amount $1,538,000
Number of returns with refundable education credit 310
Refundable education credit amount $266,000
Number of returns with income tax 4,700
Income tax amount [10] $12,556,000
Number of returns with tax liability 4,910
Total tax liability amount [11] $13,852,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,030
Tax due at time of filing amount [12] $1,513,000
Number of returns with overpayments refunded 4,870
Overpayments refunded amount [13] $11,656,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $150,000

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

Number of returns 2,670
Number of single returns 1,470
Number of joint returns 770
Number of head of household returns 330
Number of returns with paid preparer's signature 1,060
Number of exemptions 4,630
Number of dependents 1,200
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 370
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $162,174,000
Number of returns with total income 2,670
Salaries and wages amount $164,542,000
Number of returns with salaries and wages 2,330
Salaries and wages amount $129,940
Number of returns with taxable interest 920
Taxable interest amount $543
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,106,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,577
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $221
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $3,684,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $2,101,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,683,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $12,910,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $123,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $7,278,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $979,000
Number of returns with total statutory adjustments 980
Total statutory adjustments amount $2,368,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
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 $411,000
Number of returns with IRA payments 80
IRA payments amount $359,000
Number of returns with student loan interest deduction 570
Student loan interest deduction amount $731,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $89,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,040
Total itemized deductions amount $18,676,000
Amount of AGI for itemized returns $64,297,000
Number of returns with State and local income taxes 920
State and local income taxes amount $2,634,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $105,000
Number of returns with real estate taxes 810
Real estate taxes amount $2,539,000
Number of returns with taxes paid 1,040
Taxes paid amount $5,699,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $3,938,000
Number of returns with contributions 870
Contributions amount $3,419,000
Number of returns with taxable income 2,640
Taxable income amount $111,053,000
Number of returns with income tax before credits 2,630
Income tax before credits amount $16,309,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,147,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $274,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 470
Child tax credit amount $692,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 300
Self-employment tax amount $743,000
Number of returns with total tax payments 2,620
Total tax payments amount $19,414,000
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 $124,000
Number of returns with refundable education credit 100
Refundable education credit amount $98,000
Number of returns with income tax 2,550
Income tax amount [10] $15,162,000
Number of returns with tax liability 2,560
Total tax liability amount [11] $16,046,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $1,569,000
Number of returns with overpayments refunded 1,900
Overpayments refunded amount [13] $4,675,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $181,000

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

Number of returns 1,400
Number of single returns 540
Number of joint returns 720
Number of head of household returns 90
Number of returns with paid preparer's signature 590
Number of exemptions 2,740
Number of dependents 630
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $120,759,000
Number of returns with total income 1,400
Salaries and wages amount $122,828,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $88,633
Number of returns with taxable interest 710
Taxable interest amount $412
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,199,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,579
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $225
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,812,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $2,474,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,512,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $11,325,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $109,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $6,896,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,462,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $2,069,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $329,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $370,000
Number of returns with IRA payments 50
IRA payments amount $289,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $309,000
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 790
Total itemized deductions amount $15,915,000
Amount of AGI for itemized returns $68,897,000
Number of returns with State and local income taxes 710
State and local income taxes amount $2,832,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $74,000
Number of returns with real estate taxes 710
Real estate taxes amount $2,553,000
Number of returns with taxes paid 790
Taxes paid amount $5,769,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,956,000
Number of returns with contributions 680
Contributions amount $2,823,000
Number of returns with taxable income 1,390
Taxable income amount $87,253,000
Number of returns with income tax before credits 1,390
Income tax before credits amount $13,613,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $699,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $56,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $124,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $418,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 220
Self-employment tax amount $746,000
Number of returns with total tax payments 1,380
Total tax payments amount $15,225,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $39,000
Number of returns with income tax 1,380
Income tax amount [10] $12,914,000
Number of returns with tax liability 1,390
Total tax liability amount [11] $13,777,000
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] $1,354,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $2,656,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $122,000

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

Number of returns 2,310
Number of single returns 530
Number of joint returns 1,650
Number of head of household returns 80
Number of returns with paid preparer's signature 1,070
Number of exemptions 5,360
Number of dependents 1,400
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $317,383,000
Number of returns with total income 2,310
Salaries and wages amount $322,507,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $228,263
Number of returns with taxable interest 1,520
Taxable interest amount $1,692
Number of returns with ordinary dividends 1,120
Ordinary dividends amount $8,466,000
Number of returns with qualified dividends 1,070
Qualified dividends amount [6] $6,793
Number of returns with state and local income tax refunds 960
State and local income tax refunds amount $816
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $12,552,000
Number of returns with net capital gain (less loss) 1,030
Net capital gain (less loss) amount $11,612,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $13,968,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $22,946,000
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 510
Taxable Social Security benefits amount $13,333,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $7,743,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $5,124,000
Number of returns with educator expenses 80
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,174,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,275,000
Number of returns with IRA payments 100
IRA payments amount $578,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $463,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $98,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,880
Total itemized deductions amount $47,214,000
Amount of AGI for itemized returns $263,794,000
Number of returns with State and local income taxes 1,800
State and local income taxes amount $12,261,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $175,000
Number of returns with real estate taxes 1,740
Real estate taxes amount $7,759,000
Number of returns with taxes paid 1,880
Taxes paid amount $20,881,000
Number of returns with mortgage interest paid 1,520
Mortgage interest paid amount $11,336,000
Number of returns with contributions 1,650
Contributions amount $8,473,000
Number of returns with taxable income 2,310
Taxable income amount $243,619,000
Number of returns with income tax before credits 2,300
Income tax before credits amount $42,933,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $154,000
Number of returns with total tax credits 1,030
Total tax credits amount $986,000
Number of returns with foreign tax credit 510
Foreign tax credit amount $129,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $140,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $400,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $54,000
Number of returns with self-employment tax 490
Self-employment tax amount $2,232,000
Number of returns with total tax payments 2,280
Total tax payments amount $45,898,000
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 90
Refundable education credit amount $83,000
Number of returns with income tax 2,300
Income tax amount [10] $41,947,000
Number of returns with tax liability 2,300
Total tax liability amount [11] $44,395,000
Number of returns with net investment income tax 20
Net investment income tax $12,000
Number of returns with tax due at time of filing 920
Tax due at time of filing amount [12] $4,429,000
Number of returns with overpayments refunded 1,260
Overpayments refunded amount [13] $5,137,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $726,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,350
Number of single returns 140
Number of joint returns 1,170
Number of head of household returns 30
Number of returns with paid preparer's signature 980
Number of exemptions 3,780
Number of dependents 1,260
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] 490
Adjust gross income (AGI) [5] $700,256,000
Number of returns with total income 1,350
Salaries and wages amount $718,562,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $324,335
Number of returns with taxable interest 1,150
Taxable interest amount $5,380
Number of returns with ordinary dividends 1,040
Ordinary dividends amount $34,258,000
Number of returns with qualified dividends 1,020
Qualified dividends amount [6] $27,493
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $3,594
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $38,997,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $106,813,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $17,403,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $15,268,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $9,031,000
Number of returns with partnership/S-corp net income (less loss) 620
Partnership/S-corp net income (less loss) amount $146,970,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $18,306,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 250
Self-employment retirement plans amount $9,873,000
Number of returns with self-employment health insurance deduction 300
Self-employment health insurance deduction amount $2,505,000
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 50
Domestic production activities deduction amount $888,000
Number of returns with itemized deductions 1,320
Total itemized deductions amount $92,444,000
Amount of AGI for itemized returns $690,538,000
Number of returns with State and local income taxes 1,300
State and local income taxes amount $38,398,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,260
Real estate taxes amount $11,151,000
Number of returns with taxes paid 1,320
Taxes paid amount $50,921,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $12,369,000
Number of returns with contributions 1,240
Contributions amount $30,433,000
Number of returns with taxable income 1,340
Taxable income amount $598,383,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $163,695,000
Number of returns with alternative minimum tax 820
Alternative minimum tax amount $5,463,000
Number of returns with total tax credits 830
Total tax credits amount $2,118,000
Number of returns with foreign tax credit 660
Foreign tax credit amount $1,288,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $104,000
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 40
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 550
Self-employment tax amount $6,099,000
Number of returns with total tax payments 1,340
Total tax payments amount $165,835,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,340
Income tax amount [10] $161,577,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $173,302,000
Number of returns with net investment income tax 900
Net investment income tax $3,503,000
Number of returns with tax due at time of filing 710
Tax due at time of filing amount [12] $21,679,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $5,433,000
Number of returns with credit to next year’s estimated tax 310
Credited to next year’s estimated tax amount $8,663,000

[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.