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ZIP Code Database - Facts & Stats

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ZIP Code 27834 Income Tax Stats

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

ZIP Code 27834 Data

Zip Code:27834
City:Greenville
State:NC [North Carolina]
Counties: PITT, NC
City Alias(es):Greenville
Area Code:252
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


27834 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27834 [1] 22,530
Total Number of Single Tax Returns for ZIP Code 27834 4,730
Total Number of Joint Tax Returns for ZIP Code 27834 5,090
Total Number of Dependents for ZIP Code 27834 16,510
Total Adjusted Gross Income for ZIP Code 27834 $993,440,000
Average Income per Person for ZIP Code 27834 $18,775
Average Income per Household for ZIP Code 27834 $44,094

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 11,190
Number of single returns 6,190
Number of joint returns 940
Number of head of household returns 3,880
Number of returns with paid preparer's signature 4,920
Number of exemptions 19,300
Number of dependents 8,200
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 210
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 3,800
Number of elderly returns [4] 1,440
Adjust gross income (AGI) [5] $147,634,000
Number of returns with total income 11,190
Salaries and wages amount $149,484,000
Number of returns with salaries and wages 9,670
Salaries and wages amount $126,397
Number of returns with taxable interest 670
Taxable interest amount $319
Number of returns with ordinary dividends 290
Ordinary dividends amount $408,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $279
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $30
Number of returns with business or professional net income (less loss) 1,740
Business or professional net income (less loss) amount $9,375,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $304,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $1,968,000
Number of returns with taxable pensions and annuities 1,030
Taxable pensions and annuities amount $9,287,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [7] $518,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $597,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($26,000)
Number of returns with total statutory adjustments 1,790
Total statutory adjustments amount $1,850,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $106,000
Number of returns with IRA payments 40
IRA payments amount $70,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $282,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $301,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $6,180,000
Amount of AGI for itemized returns $6,544,000
Number of returns with State and local income taxes 230
State and local income taxes amount $203,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $73,000
Number of returns with real estate taxes 210
Real estate taxes amount $382,000
Number of returns with taxes paid 370
Taxes paid amount $763,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $834,000
Number of returns with contributions 280
Contributions amount $1,054,000
Number of returns with taxable income 4,260
Taxable income amount $23,914,000
Number of returns with income tax before credits 4,360
Income tax before credits amount $2,601,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,670
Total tax credits amount $574,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $260,000
Number of returns with retirement savings contribution credit 570
Retirement savings contribution credit amount $98,000
Number of returns with child tax credit 550
Child tax credit amount $154,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,340
Self-employment tax amount $1,764,000
Number of returns with total tax payments 10,580
Total tax payments amount $32,093,000
Number of returns with earned income credit 5,940
Earned income credit amount [8] $17,714,000
Number of returns with excess earned income credit 5,580
Excess earned income credit (refundable) amount [9] $16,228,000
Number of returns with additional child tax credit 3,900
Additional child tax credit amount $4,763,000
Number of returns with refundable education credit 1,000
Refundable education credit amount $893,000
Number of returns with income tax 3,210
Income tax amount [10] $2,027,000
Number of returns with tax liability 4,590
Total tax liability amount [11] $3,999,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $561,000
Number of returns with overpayments refunded 10,120
Overpayments refunded amount [13] $28,591,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 6,190
Number of single returns 2,900
Number of joint returns 1,090
Number of head of household returns 1,970
Number of returns with paid preparer's signature 2,550
Number of exemptions 12,040
Number of dependents 4,780
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
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] 1,840
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $218,475,000
Number of returns with total income 6,190
Salaries and wages amount $220,579,000
Number of returns with salaries and wages 5,680
Salaries and wages amount $194,712
Number of returns with taxable interest 820
Taxable interest amount $427
Number of returns with ordinary dividends 360
Ordinary dividends amount $633,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $456
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $148
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $1,534,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $546,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,281,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $14,713,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $182,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $4,602,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $501,000
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $2,104,000
Number of returns with educator expenses 200
Educator expenses amount $47,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $189,000
Number of returns with IRA payments 80
IRA payments amount $275,000
Number of returns with student loan interest deduction 720
Student loan interest deduction amount $820,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $54,000
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 $18,341,000
Amount of AGI for itemized returns $39,742,000
Number of returns with State and local income taxes 910
State and local income taxes amount $1,521,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $97,000
Number of returns with real estate taxes 640
Real estate taxes amount $1,013,000
Number of returns with taxes paid 1,040
Taxes paid amount $2,941,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $2,723,000
Number of returns with contributions 830
Contributions amount $3,713,000
Number of returns with taxable income 5,920
Taxable income amount $109,422,000
Number of returns with income tax before credits 5,930
Income tax before credits amount $13,674,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,950
Total tax credits amount $2,489,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $233,000
Number of returns with nonrefundable education credit 720
Nonrefundable education credit amount $681,000
Number of returns with retirement savings contribution credit 1,160
Retirement savings contribution credit amount $207,000
Number of returns with child tax credit 1,520
Child tax credit amount $1,314,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 330
Self-employment tax amount $634,000
Number of returns with total tax payments 6,080
Total tax payments amount $25,710,000
Number of returns with earned income credit 1,870
Earned income credit amount [8] $4,152,000
Number of returns with excess earned income credit 1,620
Excess earned income credit (refundable) amount [9] $3,642,000
Number of returns with additional child tax credit 1,340
Additional child tax credit amount $1,860,000
Number of returns with refundable education credit 450
Refundable education credit amount $389,000
Number of returns with income tax 4,590
Income tax amount [10] $11,185,000
Number of returns with tax liability 4,800
Total tax liability amount [11] $12,026,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 880
Tax due at time of filing amount [12] $1,280,000
Number of returns with overpayments refunded 5,280
Overpayments refunded amount [13] $14,802,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $105,000

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

Number of returns 2,270
Number of single returns 940
Number of joint returns 890
Number of head of household returns 350
Number of returns with paid preparer's signature 1,020
Number of exemptions 4,520
Number of dependents 1,360
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 450
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $137,925,000
Number of returns with total income 2,270
Salaries and wages amount $139,351,000
Number of returns with salaries and wages 2,070
Salaries and wages amount $114,891
Number of returns with taxable interest 600
Taxable interest amount $366
Number of returns with ordinary dividends 270
Ordinary dividends amount $722,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $548
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $182
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $1,876,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $666,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,185,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $11,792,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $70,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $5,919,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $226,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,426,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $142,000
Number of returns with IRA payments 60
IRA payments amount $211,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $472,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 800
Total itemized deductions amount $14,264,000
Amount of AGI for itemized returns $49,146,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,004,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $68,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,101,000
Number of returns with taxes paid 800
Taxes paid amount $3,457,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $2,981,000
Number of returns with contributions 630
Contributions amount $3,215,000
Number of returns with taxable income 2,260
Taxable income amount $91,459,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $13,152,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $1,192,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $307,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 520
Child tax credit amount $739,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 190
Self-employment tax amount $396,000
Number of returns with total tax payments 2,250
Total tax payments amount $15,722,000
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 100
Additional child tax credit amount $130,000
Number of returns with refundable education credit 150
Refundable education credit amount $130,000
Number of returns with income tax 2,160
Income tax amount [10] $11,960,000
Number of returns with tax liability 2,190
Total tax liability amount [11] $12,429,000
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] $1,173,000
Number of returns with overpayments refunded 1,710
Overpayments refunded amount [13] $4,352,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,120
Number of single returns 270
Number of joint returns 730
Number of head of household returns 80
Number of returns with paid preparer's signature 520
Number of exemptions 2,630
Number of dependents 780
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $96,550,000
Number of returns with total income 1,120
Salaries and wages amount $97,355,000
Number of returns with salaries and wages 1,000
Salaries and wages amount $76,578
Number of returns with taxable interest 400
Taxable interest amount $238
Number of returns with ordinary dividends 200
Ordinary dividends amount $723,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $531
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $133
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,662,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $833,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,141,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $9,162,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $79,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,714,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $573,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $805,000
Number of returns with educator expenses 60
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $139,000
Number of returns with IRA payments 30
IRA payments amount $128,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $207,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $617,000
Number of returns with itemized deductions 530
Total itemized deductions amount $11,210,000
Amount of AGI for itemized returns $46,098,000
Number of returns with State and local income taxes 480
State and local income taxes amount $1,910,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $77,000
Number of returns with real estate taxes 450
Real estate taxes amount $968,000
Number of returns with taxes paid 530
Taxes paid amount $3,172,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $2,484,000
Number of returns with contributions 450
Contributions amount $2,479,000
Number of returns with taxable income 1,110
Taxable income amount $68,090,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $10,279,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $766,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $85,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $159,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $488,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 130
Self-employment tax amount $356,000
Number of returns with total tax payments 1,110
Total tax payments amount $11,382,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $74,000
Number of returns with income tax 1,100
Income tax amount [10] $9,513,000
Number of returns with tax liability 1,110
Total tax liability amount [11] $9,976,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $954,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $2,253,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $62,000

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

Number of returns 1,290
Number of single returns 190
Number of joint returns 1,030
Number of head of household returns 50
Number of returns with paid preparer's signature 720
Number of exemptions 3,290
Number of dependents 970
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] 390
Adjust gross income (AGI) [5] $168,666,000
Number of returns with total income 1,290
Salaries and wages amount $170,338,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $128,374
Number of returns with taxable interest 700
Taxable interest amount $674
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,825,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,500
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $351
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,539,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $3,512,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,802,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $17,401,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,880,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,633,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,672,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $546,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $485,000
Number of returns with IRA payments 40
IRA payments amount $206,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $250,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 930
Total itemized deductions amount $22,597,000
Amount of AGI for itemized returns $124,811,000
Number of returns with State and local income taxes 890
State and local income taxes amount $5,749,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $60,000
Number of returns with real estate taxes 840
Real estate taxes amount $2,288,000
Number of returns with taxes paid 930
Taxes paid amount $8,534,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $5,154,000
Number of returns with contributions 810
Contributions amount $5,462,000
Number of returns with taxable income 1,290
Taxable income amount $128,379,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $22,091,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $61,000
Number of returns with total tax credits 550
Total tax credits amount $730,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $95,000
Number of returns with nonrefundable education credit 130
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 270
Child tax credit amount $357,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 160
Self-employment tax amount $485,000
Number of returns with total tax payments 1,280
Total tax payments amount $22,933,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 100
Refundable education credit amount $96,000
Number of returns with income tax 1,280
Income tax amount [10] $21,361,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $21,994,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $2,214,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $2,954,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $131,000

Adjusted Gross Income: $200,000 or more

Number of returns 470
Number of single returns 50
Number of joint returns 410
Number of head of household returns 0
Number of returns with paid preparer's signature 360
Number of exemptions 1,300
Number of dependents 420
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] 180
Adjust gross income (AGI) [5] $224,190,000
Number of returns with total income 470
Salaries and wages amount $226,888,000
Number of returns with salaries and wages 430
Salaries and wages amount $121,944
Number of returns with taxable interest 350
Taxable interest amount $4,222
Number of returns with ordinary dividends 280
Ordinary dividends amount $7,704,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $6,421
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $961
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $6,522,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $16,304,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $3,683,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $7,560,000
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 100
Taxable Social Security benefits amount $2,906,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $39,297,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $2,698,000
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 $981,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $23,895,000
Amount of AGI for itemized returns $217,755,000
Number of returns with State and local income taxes 440
State and local income taxes amount $11,850,000
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 410
Real estate taxes amount $2,622,000
Number of returns with taxes paid 450
Taxes paid amount $14,743,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,886,000
Number of returns with contributions 410
Contributions amount $6,148,000
Number of returns with taxable income 470
Taxable income amount $196,893,000
Number of returns with income tax before credits 470
Income tax before credits amount $53,851,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $950,000
Number of returns with total tax credits 200
Total tax credits amount $461,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $153,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $558,000
Number of returns with total tax payments 460
Total tax payments amount $55,807,000
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 470
Income tax amount [10] $53,390,000
Number of returns with tax liability 470
Total tax liability amount [11] $55,611,000
Number of returns with net investment income tax 280
Net investment income tax $1,083,000
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $4,941,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [13] $2,669,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $2,412,000

[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.