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ZIP Code Database - Facts & Stats

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ZIP Code 28027 Income Tax Stats

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

ZIP Code 28027 Data

Zip Code:28027
City:Concord
State:NC [North Carolina]
Counties: CABARRUS, NC
City Alias(es):Concord
Area Code:704 / 980
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28027 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28027 [1] 31,650
Total Number of Single Tax Returns for ZIP Code 28027 11,460
Total Number of Joint Tax Returns for ZIP Code 28027 12,850
Total Number of Dependents for ZIP Code 28027 23,330
Total Adjusted Gross Income for ZIP Code 28027 $2,146,216,000
Average Income per Person for ZIP Code 28027 $38,716
Average Income per Household for ZIP Code 28027 $67,811

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 10,270
Number of single returns 7,170
Number of joint returns 1,120
Number of head of household returns 1,820
Number of returns with paid preparer's signature 4,950
Number of exemptions 13,250
Number of dependents 4,360
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 180
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,820
Number of elderly returns [4] 1,670
Adjust gross income (AGI) [5] $127,490,000
Number of returns with total income 10,270
Salaries and wages amount $129,539,000
Number of returns with salaries and wages 8,390
Salaries and wages amount $102,869
Number of returns with taxable interest 1,150
Taxable interest amount $445
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,216,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $752
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $94
Number of returns with business or professional net income (less loss) 1,660
Business or professional net income (less loss) amount $10,060,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $479,000
Number of returns with taxable individual retirement arrangements distributions 590
Taxable individual retirement arrangements distributions amount $3,666,000
Number of returns with taxable pensions and annuities 1,240
Taxable pensions and annuities amount $9,679,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $424,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $880,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $239,000
Number of returns with total statutory adjustments 1,790
Total statutory adjustments amount $2,049,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $222,000
Number of returns with IRA payments 50
IRA payments amount $168,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $310,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $168,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 650
Total itemized deductions amount $9,918,000
Amount of AGI for itemized returns $9,681,000
Number of returns with State and local income taxes 310
State and local income taxes amount $321,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $170,000
Number of returns with real estate taxes 460
Real estate taxes amount $1,118,000
Number of returns with taxes paid 630
Taxes paid amount $1,754,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $1,957,000
Number of returns with contributions 480
Contributions amount $1,181,000
Number of returns with taxable income 4,600
Taxable income amount $26,934,000
Number of returns with income tax before credits 4,620
Income tax before credits amount $2,898,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,290
Total tax credits amount $436,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $210,000
Number of returns with retirement savings contribution credit 500
Retirement savings contribution credit amount $83,000
Number of returns with child tax credit 330
Child tax credit amount $109,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,320
Self-employment tax amount $1,818,000
Number of returns with total tax payments 9,460
Total tax payments amount $20,465,000
Number of returns with earned income credit 3,170
Earned income credit amount [8] $8,515,000
Number of returns with excess earned income credit 2,800
Excess earned income credit (refundable) amount [9] $7,417,000
Number of returns with additional child tax credit 2,010
Additional child tax credit amount $2,554,000
Number of returns with refundable education credit 570
Refundable education credit amount $478,000
Number of returns with income tax 3,820
Income tax amount [10] $2,460,000
Number of returns with tax liability 5,040
Total tax liability amount [11] $4,473,000
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] $796,000
Number of returns with overpayments refunded 8,850
Overpayments refunded amount [13] $16,705,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $29,000

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

Number of returns 7,460
Number of single returns 3,660
Number of joint returns 1,710
Number of head of household returns 1,860
Number of returns with paid preparer's signature 3,710
Number of exemptions 14,450
Number of dependents 5,320
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,590
Number of elderly returns [4] 1,170
Adjust gross income (AGI) [5] $273,122,000
Number of returns with total income 7,460
Salaries and wages amount $276,141,000
Number of returns with salaries and wages 6,700
Salaries and wages amount $235,550
Number of returns with taxable interest 1,120
Taxable interest amount $622
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,287,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $841
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $262
Number of returns with business or professional net income (less loss) 1,030
Business or professional net income (less loss) amount $6,827,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $1,306,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $5,490,000
Number of returns with taxable pensions and annuities 1,130
Taxable pensions and annuities amount $16,096,000
Number of farm returns 50
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $503,000
Number of returns with taxable Social Security benefits 920
Taxable Social Security benefits amount $6,881,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $902,000
Number of returns with total statutory adjustments 1,800
Total statutory adjustments amount $3,019,000
Number of returns with educator expenses 210
Educator expenses amount $50,000
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 $270,000
Number of returns with IRA payments 110
IRA payments amount $428,000
Number of returns with student loan interest deduction 860
Student loan interest deduction amount $924,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $70,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,480
Total itemized deductions amount $23,168,000
Amount of AGI for itemized returns $58,044,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $2,233,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $202,000
Number of returns with real estate taxes 1,130
Real estate taxes amount $2,471,000
Number of returns with taxes paid 1,480
Taxes paid amount $5,322,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $5,730,000
Number of returns with contributions 1,170
Contributions amount $3,705,000
Number of returns with taxable income 7,160
Taxable income amount $141,533,000
Number of returns with income tax before credits 7,150
Income tax before credits amount $17,645,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,170
Total tax credits amount $2,868,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $273,000
Number of returns with nonrefundable education credit 600
Nonrefundable education credit amount $597,000
Number of returns with retirement savings contribution credit 1,320
Retirement savings contribution credit amount $235,000
Number of returns with child tax credit 1,820
Child tax credit amount $1,706,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 660
Self-employment tax amount $1,519,000
Number of returns with total tax payments 7,310
Total tax payments amount $31,179,000
Number of returns with earned income credit 1,810
Earned income credit amount [8] $3,672,000
Number of returns with excess earned income credit 1,490
Excess earned income credit (refundable) amount [9] $2,997,000
Number of returns with additional child tax credit 1,390
Additional child tax credit amount $1,955,000
Number of returns with refundable education credit 440
Refundable education credit amount $385,000
Number of returns with income tax 5,820
Income tax amount [10] $14,777,000
Number of returns with tax liability 6,240
Total tax liability amount [11] $16,665,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,110
Tax due at time of filing amount [12] $1,759,000
Number of returns with overpayments refunded 6,290
Overpayments refunded amount [13] $15,995,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $190,000

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

Number of returns 4,220
Number of single returns 1,490
Number of joint returns 1,990
Number of head of household returns 600
Number of returns with paid preparer's signature 2,270
Number of exemptions 9,370
Number of dependents 3,180
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 630
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $259,412,000
Number of returns with total income 4,220
Salaries and wages amount $262,001,000
Number of returns with salaries and wages 3,790
Salaries and wages amount $213,336
Number of returns with taxable interest 1,130
Taxable interest amount $874
Number of returns with ordinary dividends 690
Ordinary dividends amount $1,713,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $1,255
Number of returns with state and local income tax refunds 900
State and local income tax refunds amount $426
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $3,959,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $2,061,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $6,981,000
Number of returns with taxable pensions and annuities 930
Taxable pensions and annuities amount $17,916,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $253,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $11,663,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $2,142,000
Number of returns with total statutory adjustments 1,240
Total statutory adjustments amount $2,589,000
Number of returns with educator expenses 150
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $396,000
Number of returns with IRA payments 100
IRA payments amount $428,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $662,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $99,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,870
Total itemized deductions amount $33,275,000
Amount of AGI for itemized returns $116,100,000
Number of returns with State and local income taxes 1,720
State and local income taxes amount $4,836,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $150,000
Number of returns with real estate taxes 1,560
Real estate taxes amount $3,779,000
Number of returns with taxes paid 1,860
Taxes paid amount $9,365,000
Number of returns with mortgage interest paid 1,460
Mortgage interest paid amount $8,799,000
Number of returns with contributions 1,550
Contributions amount $5,586,000
Number of returns with taxable income 4,190
Taxable income amount $164,339,000
Number of returns with income tax before credits 4,180
Income tax before credits amount $23,090,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,900
Total tax credits amount $2,719,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $160,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $456,000
Number of returns with retirement savings contribution credit 360
Retirement savings contribution credit amount $61,000
Number of returns with child tax credit 1,280
Child tax credit amount $1,955,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,049,000
Number of returns with total tax payments 4,160
Total tax payments amount $28,398,000
Number of returns with earned income credit 30
Earned income credit amount [8] $14,000
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 230
Additional child tax credit amount $294,000
Number of returns with refundable education credit 280
Refundable education credit amount $249,000
Number of returns with income tax 3,950
Income tax amount [10] $20,371,000
Number of returns with tax liability 4,020
Total tax liability amount [11] $21,738,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 990
Tax due at time of filing amount [12] $2,176,000
Number of returns with overpayments refunded 3,190
Overpayments refunded amount [13] $8,676,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $60,000

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

Number of returns 2,980
Number of single returns 520
Number of joint returns 2,140
Number of head of household returns 240
Number of returns with paid preparer's signature 1,620
Number of exemptions 7,730
Number of dependents 2,610
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 670
Adjust gross income (AGI) [5] $258,738,000
Number of returns with total income 2,980
Salaries and wages amount $261,242,000
Number of returns with salaries and wages 2,700
Salaries and wages amount $211,047
Number of returns with taxable interest 1,090
Taxable interest amount $650
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,821,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $1,433
Number of returns with state and local income tax refunds 950
State and local income tax refunds amount $543
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $4,011,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $1,969,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $7,141,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $19,344,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $159,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $11,062,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,657,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $2,504,000
Number of returns with educator expenses 140
Educator expenses amount $41,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $399,000
Number of returns with IRA payments 100
IRA payments amount $522,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $448,000
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 1,780
Total itemized deductions amount $35,371,000
Amount of AGI for itemized returns $155,443,000
Number of returns with State and local income taxes 1,720
State and local income taxes amount $6,917,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $98,000
Number of returns with real estate taxes 1,640
Real estate taxes amount $4,352,000
Number of returns with taxes paid 1,780
Taxes paid amount $12,023,000
Number of returns with mortgage interest paid 1,530
Mortgage interest paid amount $10,540,000
Number of returns with contributions 1,530
Contributions amount $5,970,000
Number of returns with taxable income 2,980
Taxable income amount $178,194,000
Number of returns with income tax before credits 2,980
Income tax before credits amount $26,196,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,500
Total tax credits amount $2,495,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $37,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $173,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $376,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,130
Child tax credit amount $1,848,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 320
Self-employment tax amount $870,000
Number of returns with total tax payments 2,960
Total tax payments amount $29,705,000
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 30
Additional child tax credit amount $40,000
Number of returns with refundable education credit 210
Refundable education credit amount $202,000
Number of returns with income tax 2,950
Income tax amount [10] $23,701,000
Number of returns with tax liability 2,960
Total tax liability amount [11] $24,876,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $2,369,000
Number of returns with overpayments refunded 2,180
Overpayments refunded amount [13] $7,046,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $82,000

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

Number of returns 5,130
Number of single returns 420
Number of joint returns 4,420
Number of head of household returns 230
Number of returns with paid preparer's signature 2,700
Number of exemptions 15,270
Number of dependents 5,720
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] 320
Number of elderly returns [4] 970
Adjust gross income (AGI) [5] $696,873,000
Number of returns with total income 5,130
Salaries and wages amount $702,836,000
Number of returns with salaries and wages 4,790
Salaries and wages amount $587,717
Number of returns with taxable interest 2,450
Taxable interest amount $1,720
Number of returns with ordinary dividends 1,750
Ordinary dividends amount $6,258,000
Number of returns with qualified dividends 1,660
Qualified dividends amount [6] $4,820
Number of returns with state and local income tax refunds 2,400
State and local income tax refunds amount $1,502
Number of returns with business or professional net income (less loss) 910
Business or professional net income (less loss) amount $8,938,000
Number of returns with net capital gain (less loss) 1,550
Net capital gain (less loss) amount $11,219,000
Number of returns with taxable individual retirement arrangements distributions 660
Taxable individual retirement arrangements distributions amount $16,795,000
Number of returns with taxable pensions and annuities 1,160
Taxable pensions and annuities amount $35,989,000
Number of farm returns 40
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $348,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $17,555,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $12,857,000
Number of returns with total statutory adjustments 1,900
Total statutory adjustments amount $5,963,000
Number of returns with educator expenses 320
Educator expenses amount $82,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $508,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,289,000
Number of returns with IRA payments 180
IRA payments amount $948,000
Number of returns with student loan interest deduction 720
Student loan interest deduction amount $783,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $218,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $97,000
Number of returns with itemized deductions 4,320
Total itemized deductions amount $106,092,000
Amount of AGI for itemized returns $596,624,000
Number of returns with State and local income taxes 4,220
State and local income taxes amount $28,341,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $163,000
Number of returns with real estate taxes 4,070
Real estate taxes amount $13,434,000
Number of returns with taxes paid 4,310
Taxes paid amount $43,987,000
Number of returns with mortgage interest paid 3,850
Mortgage interest paid amount $30,687,000
Number of returns with contributions 3,830
Contributions amount $18,841,000
Number of returns with taxable income 5,120
Taxable income amount $519,091,000
Number of returns with income tax before credits 5,120
Income tax before credits amount $88,640,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $276,000
Number of returns with total tax credits 2,680
Total tax credits amount $3,446,000
Number of returns with foreign tax credit 570
Foreign tax credit amount $139,000
Number of returns with child and dependent care credit 790
Child and dependent care credit amount $447,000
Number of returns with nonrefundable education credit 560
Nonrefundable education credit amount $797,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,460
Child tax credit amount $1,860,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 590
Self-employment tax amount $1,878,000
Number of returns with total tax payments 5,100
Total tax payments amount $94,757,000
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 500
Refundable education credit amount $487,000
Number of returns with income tax 5,110
Income tax amount [10] $85,194,000
Number of returns with tax liability 5,110
Total tax liability amount [11] $87,801,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,750
Tax due at time of filing amount [12] $7,180,000
Number of returns with overpayments refunded 3,290
Overpayments refunded amount [13] $13,486,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $490,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,590
Number of single returns 80
Number of joint returns 1,470
Number of head of household returns 30
Number of returns with paid preparer's signature 1,030
Number of exemptions 5,210
Number of dependents 2,140
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $530,581,000
Number of returns with total income 1,590
Salaries and wages amount $536,896,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $397,809
Number of returns with taxable interest 1,090
Taxable interest amount $2,388
Number of returns with ordinary dividends 980
Ordinary dividends amount $9,095,000
Number of returns with qualified dividends 940
Qualified dividends amount [6] $7,253
Number of returns with state and local income tax refunds 790
State and local income tax refunds amount $1,293
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $10,874,000
Number of returns with net capital gain (less loss) 920
Net capital gain (less loss) amount $36,625,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $7,153,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $11,815,000
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 140
Taxable Social Security benefits amount $3,814,000
Number of returns with partnership/S-corp net income (less loss) 440
Partnership/S-corp net income (less loss) amount $55,105,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $6,315,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,024,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,719,000
Number of returns with IRA payments 20
IRA payments amount $235,000
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 30
Domestic production activities deduction amount $1,247,000
Number of returns with itemized deductions 1,560
Total itemized deductions amount $66,358,000
Amount of AGI for itemized returns $519,694,000
Number of returns with State and local income taxes 1,540
State and local income taxes amount $27,709,000
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 1,500
Real estate taxes amount $7,728,000
Number of returns with taxes paid 1,560
Taxes paid amount $36,469,000
Number of returns with mortgage interest paid 1,350
Mortgage interest paid amount $14,199,000
Number of returns with contributions 1,450
Contributions amount $14,945,000
Number of returns with taxable income 1,590
Taxable income amount $447,475,000
Number of returns with income tax before credits 1,590
Income tax before credits amount $112,420,000
Number of returns with alternative minimum tax 880
Alternative minimum tax amount $3,665,000
Number of returns with total tax credits 690
Total tax credits amount $906,000
Number of returns with foreign tax credit 430
Foreign tax credit amount $343,000
Number of returns with child and dependent care credit 280
Child and dependent care credit amount $157,000
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 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 240
Self-employment tax amount $1,263,000
Number of returns with total tax payments 1,590
Total tax payments amount $109,670,000
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 1,590
Income tax amount [10] $111,513,000
Number of returns with tax liability 1,590
Total tax liability amount [11] $115,223,000
Number of returns with net investment income tax 730
Net investment income tax $1,020,000
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $14,121,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $5,562,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $2,877,000

[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.