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ZIP Code Database - Facts & Stats

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ZIP Code 28083 Income Tax Stats

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

ZIP Code 28083 Data

Zip Code:28083
City:Kannapolis
State:NC [North Carolina]
Counties: CABARRUS, NC
City Alias(es):Kannapolis
Area Code:704 / 980
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28083 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28083 [1] 11,250
Total Number of Single Tax Returns for ZIP Code 28083 3,360
Total Number of Joint Tax Returns for ZIP Code 28083 3,410
Total Number of Dependents for ZIP Code 28083 7,680
Total Adjusted Gross Income for ZIP Code 28083 $442,663,000
Average Income per Person for ZIP Code 28083 $18,584
Average Income per Household for ZIP Code 28083 $39,348

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 4,790
Number of single returns 2,930
Number of joint returns 550
Number of head of household returns 1,230
Number of returns with paid preparer's signature 2,680
Number of exemptions 7,530
Number of dependents 2,780
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,260
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $62,592,000
Number of returns with total income 4,790
Salaries and wages amount $63,415,000
Number of returns with salaries and wages 3,950
Salaries and wages amount $50,263
Number of returns with taxable interest 420
Taxable interest amount $186
Number of returns with ordinary dividends 200
Ordinary dividends amount $294,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $199
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $30
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $5,651,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $136,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,608,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $4,295,000
Number of farm returns 20
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $239,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $389,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $157,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $823,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $67,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $100,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $3,777,000
Amount of AGI for itemized returns $4,154,000
Number of returns with State and local income taxes 130
State and local income taxes amount $150,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $76,000
Number of returns with real estate taxes 190
Real estate taxes amount $362,000
Number of returns with taxes paid 260
Taxes paid amount $691,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $686,000
Number of returns with contributions 210
Contributions amount $607,000
Number of returns with taxable income 1,950
Taxable income amount $11,315,000
Number of returns with income tax before credits 1,980
Income tax before credits amount $1,242,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $194,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $83,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 200
Child tax credit amount $56,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 680
Self-employment tax amount $931,000
Number of returns with total tax payments 4,470
Total tax payments amount $11,706,000
Number of returns with earned income credit 2,100
Earned income credit amount [8] $5,774,000
Number of returns with excess earned income credit 1,880
Excess earned income credit (refundable) amount [9] $5,143,000
Number of returns with additional child tax credit 1,360
Additional child tax credit amount $1,678,000
Number of returns with refundable education credit 250
Refundable education credit amount $210,000
Number of returns with income tax 1,600
Income tax amount [10] $1,047,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $2,081,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $359,000
Number of returns with overpayments refunded 4,210
Overpayments refunded amount [13] $9,962,000
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 3,480
Number of single returns 1,530
Number of joint returns 820
Number of head of household returns 1,010
Number of returns with paid preparer's signature 1,960
Number of exemptions 6,950
Number of dependents 2,670
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 840
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $125,256,000
Number of returns with total income 3,480
Salaries and wages amount $126,144,000
Number of returns with salaries and wages 3,200
Salaries and wages amount $110,788
Number of returns with taxable interest 440
Taxable interest amount $187
Number of returns with ordinary dividends 210
Ordinary dividends amount $326,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $238
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $83
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $1,909,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $295,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,917,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $6,712,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $141,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $2,817,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $447,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $888,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
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 $110,000
Number of returns with IRA payments 50
IRA payments amount $166,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $254,000
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 670
Total itemized deductions amount $9,417,000
Amount of AGI for itemized returns $25,604,000
Number of returns with State and local income taxes 570
State and local income taxes amount $958,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $70,000
Number of returns with real estate taxes 510
Real estate taxes amount $884,000
Number of returns with taxes paid 660
Taxes paid amount $2,085,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,111,000
Number of returns with contributions 530
Contributions amount $2,001,000
Number of returns with taxable income 3,350
Taxable income amount $63,116,000
Number of returns with income tax before credits 3,350
Income tax before credits amount $7,780,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,580
Total tax credits amount $1,361,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $123,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $236,000
Number of returns with retirement savings contribution credit 730
Retirement savings contribution credit amount $136,000
Number of returns with child tax credit 920
Child tax credit amount $842,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $463,000
Number of returns with total tax payments 3,420
Total tax payments amount $14,221,000
Number of returns with earned income credit 1,000
Earned income credit amount [8] $2,052,000
Number of returns with excess earned income credit 840
Excess earned income credit (refundable) amount [9] $1,759,000
Number of returns with additional child tax credit 730
Additional child tax credit amount $1,010,000
Number of returns with refundable education credit 180
Refundable education credit amount $154,000
Number of returns with income tax 2,660
Income tax amount [10] $6,418,000
Number of returns with tax liability 2,810
Total tax liability amount [11] $7,063,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $716,000
Number of returns with overpayments refunded 2,970
Overpayments refunded amount [13] $7,817,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,560
Number of single returns 470
Number of joint returns 860
Number of head of household returns 200
Number of returns with paid preparer's signature 900
Number of exemptions 3,520
Number of dependents 1,100
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] 290
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $95,097,000
Number of returns with total income 1,560
Salaries and wages amount $95,968,000
Number of returns with salaries and wages 1,450
Salaries and wages amount $81,733
Number of returns with taxable interest 350
Taxable interest amount $146
Number of returns with ordinary dividends 160
Ordinary dividends amount $402,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $260
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $154
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,263,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $354,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,704,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $5,467,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $95,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $3,631,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $747,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $871,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
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 $215,000
Number of returns with IRA payments 30
IRA payments amount $110,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $252,000
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 600
Total itemized deductions amount $9,890,000
Amount of AGI for itemized returns $37,124,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,575,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 520
Real estate taxes amount $899,000
Number of returns with taxes paid 600
Taxes paid amount $2,707,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $2,282,000
Number of returns with contributions 480
Contributions amount $2,101,000
Number of returns with taxable income 1,550
Taxable income amount $60,564,000
Number of returns with income tax before credits 1,550
Income tax before credits amount $8,359,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $966,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $152,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 470
Child tax credit amount $696,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 160
Self-employment tax amount $340,000
Number of returns with total tax payments 1,540
Total tax payments amount $10,366,000
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 60
Additional child tax credit amount $73,000
Number of returns with refundable education credit 100
Refundable education credit amount $80,000
Number of returns with income tax 1,490
Income tax amount [10] $7,393,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $7,869,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $701,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $3,155,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $113,000

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

Number of returns 750
Number of single returns 110
Number of joint returns 590
Number of head of household returns 60
Number of returns with paid preparer's signature 470
Number of exemptions 1,940
Number of dependents 600
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] 100
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $64,545,000
Number of returns with total income 750
Salaries and wages amount $65,015,000
Number of returns with salaries and wages 690
Salaries and wages amount $52,436
Number of returns with taxable interest 270
Taxable interest amount $84
Number of returns with ordinary dividends 130
Ordinary dividends amount $293,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $211
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $103
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $602,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $328,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,325,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $4,625,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $78,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,466,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $495,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $470,000
Number of returns with educator expenses 50
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $161,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $125,000
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 390
Total itemized deductions amount $7,337,000
Amount of AGI for itemized returns $33,606,000
Number of returns with State and local income taxes 370
State and local income taxes amount $1,430,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $47,000
Number of returns with real estate taxes 360
Real estate taxes amount $745,000
Number of returns with taxes paid 390
Taxes paid amount $2,349,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,689,000
Number of returns with contributions 350
Contributions amount $1,694,000
Number of returns with taxable income 750
Taxable income amount $44,963,000
Number of returns with income tax before credits 750
Income tax before credits amount $6,462,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $528,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $94,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $383,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 80
Self-employment tax amount $179,000
Number of returns with total tax payments 750
Total tax payments amount $7,311,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $51,000
Number of returns with income tax 750
Income tax amount [10] $5,934,000
Number of returns with tax liability 750
Total tax liability amount [11] $6,221,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $514,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $1,566,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 610
Number of single returns 70
Number of joint returns 540
Number of head of household returns 0
Number of returns with paid preparer's signature 400
Number of exemptions 1,640
Number of dependents 490
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] 150
Adjust gross income (AGI) [5] $76,682,000
Number of returns with total income 610
Salaries and wages amount $77,535,000
Number of returns with salaries and wages 570
Salaries and wages amount $61,039
Number of returns with taxable interest 280
Taxable interest amount $270
Number of returns with ordinary dividends 150
Ordinary dividends amount $649,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $489
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $139
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,248,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $1,397,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $3,307,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $5,495,000
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 120
Taxable Social Security benefits amount $2,837,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,986,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $853,000
Number of returns with educator expenses 40
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 20
Self-employment health insurance deduction amount $202,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $94,000
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 470
Total itemized deductions amount $10,162,000
Amount of AGI for itemized returns $59,193,000
Number of returns with State and local income taxes 450
State and local income taxes amount $2,679,000
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 440
Real estate taxes amount $1,059,000
Number of returns with taxes paid 460
Taxes paid amount $3,999,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,308,000
Number of returns with contributions 420
Contributions amount $2,608,000
Number of returns with taxable income 610
Taxable income amount $57,996,000
Number of returns with income tax before credits 610
Income tax before credits amount $9,546,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 270
Total tax credits amount $372,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $124,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $194,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $314,000
Number of returns with total tax payments 610
Total tax payments amount $9,823,000
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 $72,000
Number of returns with income tax 610
Income tax amount [10] $9,174,000
Number of returns with tax liability 610
Total tax liability amount [11] $9,538,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $1,044,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $1,299,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 60
Number of single returns 0
Number of joint returns 50
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 160
Number of dependents 40
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] 30
Adjust gross income (AGI) [5] $18,491,000
Number of returns with total income 60
Salaries and wages amount $18,491,000
Number of returns with salaries and wages 50
Salaries and wages amount $9,564
Number of returns with taxable interest 40
Taxable interest amount $104
Number of returns with ordinary dividends 40
Ordinary dividends amount $1,093,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $998
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 20
Business or professional net income (less loss) amount $1,281,000
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $1,608,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 20
Taxable pensions and annuities amount $1,175,000
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 20
Taxable Social Security benefits amount $557,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 0
Self-employment health insurance deduction amount $0
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 60
Total itemized deductions amount $2,566,000
Amount of AGI for itemized returns $17,627,000
Number of returns with State and local income taxes 60
State and local income taxes amount $867,000
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 60
Real estate taxes amount $180,000
Number of returns with taxes paid 60
Taxes paid amount $1,082,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $315,000
Number of returns with contributions 60
Contributions amount $759,000
Number of returns with taxable income 60
Taxable income amount $15,370,000
Number of returns with income tax before credits 60
Income tax before credits amount $3,454,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $95,000
Number of returns with total tax credits 20
Total tax credits amount $23,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 0
Self-employment tax amount $0
Number of returns with total tax payments 60
Total tax payments amount $3,090,000
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 60
Income tax amount [10] $3,359,000
Number of returns with tax liability 60
Total tax liability amount [11] $3,634,000
Number of returns with net investment income tax 30
Net investment income tax $85,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $711,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [13] $91,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.