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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: 2013

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] 27,470
Total Number of Single Tax Returns for ZIP Code 28027 10,850
Total Number of Joint Tax Returns for ZIP Code 28027 11,730
Total Number of Dependents for ZIP Code 28027 21,910
Total Adjusted Gross Income for ZIP Code 28027 $1,688,887,000
Average Income per Person for ZIP Code 28027 $30,466
Average Income per Household for ZIP Code 28027 $61,481

The following tables break down the Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 9,900
Number of single returns 6,520
Number of joint returns 1,220
Number of head of household returns 1,990
Number of returns with paid preparer's signature 5,270
Number of exemptions 14,260
Number of dependents 5,140
Adjust gross income (AGI) [2] $120,984,000
Number of returns with total income 9,900
Salaries and wages amount $123,194,000
Number of returns with salaries and wages 8,110
Salaries and wages amount $96,117
Number of returns with taxable interest 1,250
Taxable interest amount $770
Number of returns with ordinary dividends 780
Ordinary dividends amount $1,139,000
Number of returns with qualified dividends 700
Qualified dividends amount [3] $682
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $200
Number of returns with business or professional net income (less loss) 1,470
Business or professional net income (less loss) amount $8,425,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $493,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $3,408,000
Number of returns with taxable pensions and annuities 1,140
Taxable pensions and annuities amount $9,413,000
Number of farm returns 30
Number of returns with unemployment compensation 580
Unemployment compensation amount [4] $2,919,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $703,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount ($108,000)
Number of returns with total statutory adjustments 1,760
Total statutory adjustments amount $2,209,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $399,000
Number of returns with IRA payments 40
IRA payments amount $103,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $327,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $307,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 770
Total itemized deductions amount $11,371,000
Amount of AGI for itemized returns $11,495,000
Number of returns with State and local income taxes 380
State and local income taxes amount $474,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $175,000
Number of returns with real estate taxes 560
Real estate taxes amount $1,523,000
Number of returns with taxes paid 760
Taxes paid amount $2,329,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $2,757,000
Number of returns with contributions 570
Contributions amount $1,278,000
Number of returns with taxable income 4,110
Taxable income amount $23,020,000
Number of returns with income tax before credits 4,000
Income tax before credits amount $2,406,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,210
Total tax credits amount $384,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
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 360
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $66,000
Number of returns with child tax credit 350
Child tax credit amount $113,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,190
Self-employment tax amount $1,496,000
Number of returns with total tax payments 9,050
Total tax payments amount $19,378,000
Number of returns with earned income credit 3,250
Earned income credit amount [5] $8,322,000
Number of returns with excess earned income credit 2,940
Excess earned income credit (refundable) amount [6] $7,375,000
Number of returns with additional child tax credit 2,360
Additional child tax credit amount $3,069,000
Number of returns with refundable education credit 680
Refundable education credit amount $566,000
Number of returns with income tax 3,240
Income tax amount [7] $2,022,000
Number of returns with tax liability 4,350
Total tax liability amount [8] $3,614,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
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 [9] $574,000
Number of returns with overpayments refunded 8,530
Overpayments refunded amount [10] $16,339,000

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

Number of returns [1] 6,300
Number of single returns 2,740
Number of joint returns 1,880
Number of head of household returns 1,490
Number of returns with paid preparer's signature 3,460
Number of exemptions 13,420
Number of dependents 5,260
Adjust gross income (AGI) [2] $228,354,000
Number of returns with total income 6,300
Salaries and wages amount $230,918,000
Number of returns with salaries and wages 5,680
Salaries and wages amount $191,697
Number of returns with taxable interest 1,280
Taxable interest amount $803
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,329,000
Number of returns with qualified dividends 620
Qualified dividends amount [3] $949
Number of returns with state and local income tax refunds 1,120
State and local income tax refunds amount $829
Number of returns with business or professional net income (less loss) 840
Business or professional net income (less loss) amount $4,876,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $854,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $5,229,000
Number of returns with taxable pensions and annuities 1,150
Taxable pensions and annuities amount $16,150,000
Number of farm returns 0
Number of returns with unemployment compensation 420
Unemployment compensation amount [4] $2,537,000
Number of returns with taxable Social Security benefits 870
Taxable Social Security benefits amount $5,708,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $676,000
Number of returns with total statutory adjustments 1,540
Total statutory adjustments amount $2,564,000
Number of returns with educator expenses 230
Educator expenses amount $57,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $467,000
Number of returns with IRA payments 90
IRA payments amount $247,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $636,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $139,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,750
Total itemized deductions amount $26,097,000
Amount of AGI for itemized returns $67,318,000
Number of returns with State and local income taxes 1,460
State and local income taxes amount $2,985,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $248,000
Number of returns with real estate taxes 1,400
Real estate taxes amount $2,793,000
Number of returns with taxes paid 1,750
Taxes paid amount $6,458,000
Number of returns with mortgage interest paid 1,290
Mortgage interest paid amount $7,731,000
Number of returns with contributions 1,440
Contributions amount $4,064,000
Number of returns with taxable income 5,990
Taxable income amount $111,709,000
Number of returns with income tax before credits 5,960
Income tax before credits amount $13,577,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,810
Total tax credits amount $2,410,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 370
Child and dependent care credit amount $203,000
Number of returns with nonrefundable education credit 580
Nonrefundable education credit amount $536,000
Number of returns with retirement savings contribution credit 940
Retirement savings contribution credit amount $160,000
Number of returns with child tax credit 1,650
Child tax credit amount $1,463,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 540
Self-employment tax amount $1,137,000
Number of returns with total tax payments 6,150
Total tax payments amount $24,952,000
Number of returns with earned income credit 1,510
Earned income credit amount [5] $2,856,000
Number of returns with excess earned income credit 1,250
Excess earned income credit (refundable) amount [6] $2,413,000
Number of returns with additional child tax credit 1,420
Additional child tax credit amount $2,333,000
Number of returns with refundable education credit 430
Refundable education credit amount $359,000
Number of returns with income tax 4,660
Income tax amount [7] $11,167,000
Number of returns with tax liability 5,000
Total tax liability amount [8] $12,568,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [9] $1,388,000
Number of returns with overpayments refunded 5,310
Overpayments refunded amount [10] $13,726,000

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

Number of returns [1] 3,600
Number of single returns 1,030
Number of joint returns 2,030
Number of head of household returns 440
Number of returns with paid preparer's signature 2,070
Number of exemptions 8,550
Number of dependents 2,930
Adjust gross income (AGI) [2] $222,453,000
Number of returns with total income 3,600
Salaries and wages amount $224,953,000
Number of returns with salaries and wages 3,250
Salaries and wages amount $178,525
Number of returns with taxable interest 1,190
Taxable interest amount $735
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,652,000
Number of returns with qualified dividends 650
Qualified dividends amount [3] $1,112
Number of returns with state and local income tax refunds 1,520
State and local income tax refunds amount $1,426
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $4,571,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $1,060,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $6,131,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $17,268,000
Number of farm returns 30
Number of returns with unemployment compensation 220
Unemployment compensation amount [4] $1,378,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $9,807,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $2,231,000
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $2,501,000
Number of returns with educator expenses 170
Educator expenses amount $46,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $491,000
Number of returns with IRA payments 100
IRA payments amount $417,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $493,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $140,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,020
Total itemized deductions amount $35,168,000
Amount of AGI for itemized returns $126,178,000
Number of returns with State and local income taxes 1,850
State and local income taxes amount $6,232,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $167,000
Number of returns with real estate taxes 1,770
Real estate taxes amount $3,715,000
Number of returns with taxes paid 2,020
Taxes paid amount $10,675,000
Number of returns with mortgage interest paid 1,670
Mortgage interest paid amount $10,794,000
Number of returns with contributions 1,730
Contributions amount $5,819,000
Number of returns with taxable income 3,590
Taxable income amount $137,475,000
Number of returns with income tax before credits 3,580
Income tax before credits amount $18,826,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,760
Total tax credits amount $2,618,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $157,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $419,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 1,230
Child tax credit amount $1,936,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 400
Self-employment tax amount $969,000
Number of returns with total tax payments 3,560
Total tax payments amount $23,253,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 200
Additional child tax credit amount $268,000
Number of returns with refundable education credit 240
Refundable education credit amount $220,000
Number of returns with income tax 3,370
Income tax amount [7] $16,208,000
Number of returns with tax liability 3,430
Total tax liability amount [8] $17,446,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [9] $1,725,000
Number of returns with overpayments refunded 2,740
Overpayments refunded amount [10] $7,428,000

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

Number of returns [1] 2,690
Number of single returns 360
Number of joint returns 2,140
Number of head of household returns 160
Number of returns with paid preparer's signature 1,490
Number of exemptions 7,450
Number of dependents 2,610
Adjust gross income (AGI) [2] $234,048,000
Number of returns with total income 2,690
Salaries and wages amount $236,569,000
Number of returns with salaries and wages 2,470
Salaries and wages amount $192,398
Number of returns with taxable interest 1,170
Taxable interest amount $786
Number of returns with ordinary dividends 690
Ordinary dividends amount $1,812,000
Number of returns with qualified dividends 640
Qualified dividends amount [3] $1,246
Number of returns with state and local income tax refunds 1,530
State and local income tax refunds amount $1,636
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $3,739,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $1,550,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $6,082,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $15,607,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [4] $1,024,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $9,060,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,771,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $2,521,000
Number of returns with educator expenses 200
Educator expenses amount $52,000
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 $385,000
Number of returns with IRA payments 90
IRA payments amount $468,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $471,000
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 1,970
Total itemized deductions amount $39,823,000
Amount of AGI for itemized returns $172,267,000
Number of returns with State and local income taxes 1,870
State and local income taxes amount $9,176,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $108,000
Number of returns with real estate taxes 1,820
Real estate taxes amount $4,318,000
Number of returns with taxes paid 1,970
Taxes paid amount $14,262,000
Number of returns with mortgage interest paid 1,730
Mortgage interest paid amount $12,660,000
Number of returns with contributions 1,740
Contributions amount $6,237,000
Number of returns with taxable income 2,680
Taxable income amount $156,855,000
Number of returns with income tax before credits 2,680
Income tax before credits amount $22,386,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,460
Total tax credits amount $2,604,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $170,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $487,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,110
Child tax credit amount $1,857,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 310
Self-employment tax amount $792,000
Number of returns with total tax payments 2,660
Total tax payments amount $25,856,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $47,000
Number of returns with refundable education credit 270
Refundable education credit amount $263,000
Number of returns with income tax 2,660
Income tax amount [7] $19,781,000
Number of returns with tax liability 2,670
Total tax liability amount [8] $20,849,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [9] $1,669,000
Number of returns with overpayments refunded 2,040
Overpayments refunded amount [10] $6,576,000

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

Number of returns [1] 3,960
Number of single returns 260
Number of joint returns 3,530
Number of head of household returns 140
Number of returns with paid preparer's signature 2,150
Number of exemptions 12,110
Number of dependents 4,630
Adjust gross income (AGI) [2] $536,044,000
Number of returns with total income 3,960
Salaries and wages amount $540,666,000
Number of returns with salaries and wages 3,780
Salaries and wages amount $454,898
Number of returns with taxable interest 2,030
Taxable interest amount $1,318
Number of returns with ordinary dividends 1,540
Ordinary dividends amount $4,808,000
Number of returns with qualified dividends 1,460
Qualified dividends amount [3] $3,603
Number of returns with state and local income tax refunds 2,760
State and local income tax refunds amount $3,408
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $6,856,000
Number of returns with net capital gain (less loss) 1,230
Net capital gain (less loss) amount $5,876,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $13,736,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $26,139,000
Number of farm returns 30
Number of returns with unemployment compensation 180
Unemployment compensation amount [4] $1,006,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $10,359,000
Number of returns with partnership/S-corp net income (less loss) 420
Partnership/S-corp net income (less loss) amount $9,950,000
Number of returns with total statutory adjustments 1,410
Total statutory adjustments amount $4,622,000
Number of returns with educator expenses 250
Educator expenses amount $62,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $415,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $857,000
Number of returns with IRA payments 170
IRA payments amount $940,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $440,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $230,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $110,000
Number of returns with itemized deductions 3,590
Total itemized deductions amount $91,675,000
Amount of AGI for itemized returns $490,695,000
Number of returns with State and local income taxes 3,520
State and local income taxes amount $29,026,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $91,000
Number of returns with real estate taxes 3,410
Real estate taxes amount $9,933,000
Number of returns with taxes paid 3,590
Taxes paid amount $40,704,000
Number of returns with mortgage interest paid 3,250
Mortgage interest paid amount $27,878,000
Number of returns with contributions 3,280
Contributions amount $14,665,000
Number of returns with taxable income 3,950
Taxable income amount $392,809,000
Number of returns with income tax before credits 3,950
Income tax before credits amount $67,546,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $285,000
Number of returns with total tax credits 2,150
Total tax credits amount $2,877,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $120,000
Number of returns with child and dependent care credit 660
Child and dependent care credit amount $348,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $655,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,170
Child tax credit amount $1,513,000
Number of returns with residential energy tax credit 190
Residential energy tax credit amount $59,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,317,000
Number of returns with total tax payments 3,940
Total tax payments amount $71,572,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 430
Refundable education credit amount $416,000
Number of returns with income tax 3,940
Income tax amount [7] $64,669,000
Number of returns with tax liability 3,940
Total tax liability amount [8] $66,831,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,380
Tax due at time of filing amount [9] $5,700,000
Number of returns with overpayments refunded 2,510
Overpayments refunded amount [10] $9,928,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 1,020
Number of single returns 50
Number of joint returns 930
Number of head of household returns 30
Number of returns with paid preparer's signature 680
Number of exemptions 3,290
Number of dependents 1,340
Adjust gross income (AGI) [2] $347,004,000
Number of returns with total income 1,020
Salaries and wages amount $351,379,000
Number of returns with salaries and wages 970
Salaries and wages amount $260,140
Number of returns with taxable interest 760
Taxable interest amount $2,048
Number of returns with ordinary dividends 650
Ordinary dividends amount $5,319,000
Number of returns with qualified dividends 630
Qualified dividends amount [3] $3,939
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $1,178
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $7,082,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $11,890,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $4,776,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $7,968,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,311,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $45,608,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $4,375,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $865,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $964,000
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 30
Domestic production activities deduction amount $625,000
Number of returns with itemized deductions 1,010
Total itemized deductions amount $49,248,000
Amount of AGI for itemized returns $343,283,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $22,677,000
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 950
Real estate taxes amount $4,848,000
Number of returns with taxes paid 1,010
Taxes paid amount $28,217,000
Number of returns with mortgage interest paid 870
Mortgage interest paid amount $10,590,000
Number of returns with contributions 950
Contributions amount $9,765,000
Number of returns with taxable income 1,020
Taxable income amount $288,197,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $75,496,000
Number of returns with alternative minimum tax 650
Alternative minimum tax amount $2,890,000
Number of returns with total tax credits 470
Total tax credits amount $383,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $151,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $85,000
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 60
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 170
Self-employment tax amount $1,154,000
Number of returns with total tax payments 1,020
Total tax payments amount $74,543,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $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 1,020
Income tax amount [7] $75,113,000
Number of returns with tax liability 1,020
Total tax liability amount [8] $77,770,000
Number of returns with Additional Medicare tax 520
Additional Medicare tax $701,000
Number of returns with net investment income tax 440
Net investment income tax $701,000
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [9] $8,825,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [10] $3,685,000

[1] 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] Does not include returns with adjusted gross deficit.

[3] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates. The maximum qualified dividends tax rate is 15%.

[4] 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.

[5] 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 6 below for explanation of the refundable portion of the earned income credit.

[6] 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.

[7] Income tax reflects the amount reported on Form 1040 line 55. It also includes data from Form 1040A and 1040EZ filers.

[8] “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.

[9] 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.

[10] The amount of overpayments the tax filer requested to have refunded.