Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 28115 Income Tax Stats

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

ZIP Code 28115 Data

Zip Code:28115
City:Mooresville
State:NC [North Carolina]
Counties: IREDELL, NC
City Alias(es):Mooresville
Area Code:704 / 980
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28115 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28115 [1] 18,060
Total Number of Single Tax Returns for ZIP Code 28115 7,100
Total Number of Joint Tax Returns for ZIP Code 28115 7,630
Total Number of Dependents for ZIP Code 28115 12,690
Total Adjusted Gross Income for ZIP Code 28115 $1,112,367,000
Average Income per Person for ZIP Code 28115 $32,394
Average Income per Household for ZIP Code 28115 $61,593

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 6,270
Number of single returns 4,360
Number of joint returns 710
Number of head of household returns 1,100
Number of returns with paid preparer's signature 2,800
Number of exemptions 8,040
Number of dependents 2,480
Total number of volunteer prepared returns [5] 270
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 1,160
Number of elderly returns [4] 1,140
Adjust gross income (AGI) [5] $75,271,000
Number of returns with total income 6,270
Salaries and wages amount $76,512,000
Number of returns with salaries and wages 5,080
Salaries and wages amount $60,066
Number of returns with taxable interest 730
Taxable interest amount $391
Number of returns with ordinary dividends 490
Ordinary dividends amount $863,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $532
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $54
Number of returns with business or professional net income (less loss) 930
Business or professional net income (less loss) amount $5,821,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $460,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $2,774,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $5,637,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $500,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount ($86,000)
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $1,241,000
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 110
Self-employment health insurance deduction amount $300,000
Number of returns with IRA payments 30
IRA payments amount $56,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $185,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 430
Total itemized deductions amount $6,707,000
Amount of AGI for itemized returns $6,239,000
Number of returns with State and local income taxes 190
State and local income taxes amount $212,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $132,000
Number of returns with real estate taxes 320
Real estate taxes amount $767,000
Number of returns with taxes paid 430
Taxes paid amount $1,199,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,424,000
Number of returns with contributions 330
Contributions amount $694,000
Number of returns with taxable income 2,670
Taxable income amount $15,404,000
Number of returns with income tax before credits 2,700
Income tax before credits amount $1,683,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $210,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $89,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 200
Child tax credit amount $62,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 760
Self-employment tax amount $994,000
Number of returns with total tax payments 5,740
Total tax payments amount $12,378,000
Number of returns with earned income credit 2,130
Earned income credit amount [8] $5,353,000
Number of returns with excess earned income credit 1,880
Excess earned income credit (refundable) amount [9] $4,748,000
Number of returns with additional child tax credit 1,230
Additional child tax credit amount $1,468,000
Number of returns with refundable education credit 280
Refundable education credit amount $221,000
Number of returns with income tax 2,290
Income tax amount [10] $1,472,000
Number of returns with tax liability 2,960
Total tax liability amount [11] $2,572,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $468,000
Number of returns with overpayments refunded 5,370
Overpayments refunded amount [13] $10,223,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $29,000

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

Number of returns 4,020
Number of single returns 1,900
Number of joint returns 1,120
Number of head of household returns 840
Number of returns with paid preparer's signature 2,030
Number of exemptions 7,720
Number of dependents 2,610
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 780
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $146,546,000
Number of returns with total income 4,020
Salaries and wages amount $148,382,000
Number of returns with salaries and wages 3,530
Salaries and wages amount $121,194
Number of returns with taxable interest 690
Taxable interest amount $326
Number of returns with ordinary dividends 430
Ordinary dividends amount $936,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $615
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $143
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $5,152,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $553,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $3,873,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $9,964,000
Number of farm returns 50
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $289,000
Number of returns with taxable Social Security benefits 650
Taxable Social Security benefits amount $4,495,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $685,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $1,836,000
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 100
Self-employment health insurance deduction amount $435,000
Number of returns with IRA payments 50
IRA payments amount $167,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $382,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 860
Total itemized deductions amount $13,305,000
Amount of AGI for itemized returns $33,620,000
Number of returns with State and local income taxes 720
State and local income taxes amount $1,222,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $118,000
Number of returns with real estate taxes 700
Real estate taxes amount $1,554,000
Number of returns with taxes paid 860
Taxes paid amount $3,083,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $3,652,000
Number of returns with contributions 660
Contributions amount $1,965,000
Number of returns with taxable income 3,870
Taxable income amount $74,755,000
Number of returns with income tax before credits 3,850
Income tax before credits amount $9,371,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,660
Total tax credits amount $1,389,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $223,000
Number of returns with retirement savings contribution credit 640
Retirement savings contribution credit amount $123,000
Number of returns with child tax credit 950
Child tax credit amount $911,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 420
Self-employment tax amount $956,000
Number of returns with total tax payments 3,930
Total tax payments amount $16,704,000
Number of returns with earned income credit 970
Earned income credit amount [8] $2,066,000
Number of returns with excess earned income credit 790
Excess earned income credit (refundable) amount [9] $1,652,000
Number of returns with additional child tax credit 710
Additional child tax credit amount $1,012,000
Number of returns with refundable education credit 180
Refundable education credit amount $145,000
Number of returns with income tax 3,190
Income tax amount [10] $7,983,000
Number of returns with tax liability 3,400
Total tax liability amount [11] $9,148,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $1,130,000
Number of returns with overpayments refunded 3,340
Overpayments refunded amount [13] $8,582,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $31,000

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

Number of returns 2,510
Number of single returns 820
Number of joint returns 1,310
Number of head of household returns 290
Number of returns with paid preparer's signature 1,390
Number of exemptions 5,650
Number of dependents 1,840
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] 350
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $154,856,000
Number of returns with total income 2,510
Salaries and wages amount $156,629,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $126,260
Number of returns with taxable interest 690
Taxable interest amount $553
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,332,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $996
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $259
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $2,826,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,476,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,140,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $10,571,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $167,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $7,104,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,362,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,773,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
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 $425,000
Number of returns with IRA payments 50
IRA payments amount $214,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $362,000
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 1,120
Total itemized deductions amount $19,751,000
Amount of AGI for itemized returns $69,947,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $2,872,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $95,000
Number of returns with real estate taxes 990
Real estate taxes amount $2,335,000
Number of returns with taxes paid 1,120
Taxes paid amount $5,605,000
Number of returns with mortgage interest paid 920
Mortgage interest paid amount $5,922,000
Number of returns with contributions 870
Contributions amount $2,775,000
Number of returns with taxable income 2,490
Taxable income amount $97,627,000
Number of returns with income tax before credits 2,490
Income tax before credits amount $13,639,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,140
Total tax credits amount $1,591,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $201,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 790
Child tax credit amount $1,203,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 310
Self-employment tax amount $639,000
Number of returns with total tax payments 2,460
Total tax payments amount $16,747,000
Number of returns with earned income credit 30
Earned income credit amount [8] $8,000
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 150
Additional child tax credit amount $200,000
Number of returns with refundable education credit 120
Refundable education credit amount $117,000
Number of returns with income tax 2,350
Income tax amount [10] $12,048,000
Number of returns with tax liability 2,400
Total tax liability amount [11] $12,865,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,376,000
Number of returns with overpayments refunded 1,900
Overpayments refunded amount [13] $5,121,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $74,000

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

Number of returns 1,800
Number of single returns 260
Number of joint returns 1,400
Number of head of household returns 110
Number of returns with paid preparer's signature 1,010
Number of exemptions 4,910
Number of dependents 1,710
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] 190
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $156,894,000
Number of returns with total income 1,800
Salaries and wages amount $158,605,000
Number of returns with salaries and wages 1,650
Salaries and wages amount $128,068
Number of returns with taxable interest 620
Taxable interest amount $423
Number of returns with ordinary dividends 460
Ordinary dividends amount $1,121,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $771
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $310
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,563,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,671,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $5,068,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $9,622,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $144,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $7,076,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $2,324,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $1,711,000
Number of returns with educator expenses 90
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $311,000
Number of returns with IRA payments 60
IRA payments amount $294,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $343,000
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 1,120
Total itemized deductions amount $22,114,000
Amount of AGI for itemized returns $97,523,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $4,328,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $38,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $2,693,000
Number of returns with taxes paid 1,120
Taxes paid amount $7,428,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $7,126,000
Number of returns with contributions 890
Contributions amount $3,114,000
Number of returns with taxable income 1,800
Taxable income amount $106,650,000
Number of returns with income tax before credits 1,800
Income tax before credits amount $15,291,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $1,655,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $260,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 730
Child tax credit amount $1,239,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 230
Self-employment tax amount $553,000
Number of returns with total tax payments 1,790
Total tax payments amount $17,377,000
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 150
Refundable education credit amount $141,000
Number of returns with income tax 1,780
Income tax amount [10] $13,636,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $14,377,000
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] $1,352,000
Number of returns with overpayments refunded 1,290
Overpayments refunded amount [13] $4,286,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $43,000

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

Number of returns 2,860
Number of single returns 200
Number of joint returns 2,530
Number of head of household returns 110
Number of returns with paid preparer's signature 1,630
Number of exemptions 8,680
Number of dependents 3,290
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] 210
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $383,795,000
Number of returns with total income 2,860
Salaries and wages amount $387,556,000
Number of returns with salaries and wages 2,670
Salaries and wages amount $318,317
Number of returns with taxable interest 1,320
Taxable interest amount $1,095
Number of returns with ordinary dividends 930
Ordinary dividends amount $3,368,000
Number of returns with qualified dividends 890
Qualified dividends amount [6] $2,422
Number of returns with state and local income tax refunds 1,280
State and local income tax refunds amount $784
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $7,626,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $7,592,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $10,840,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $19,564,000
Number of farm returns 50
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $211,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $9,570,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $7,152,000
Number of returns with total statutory adjustments 1,170
Total statutory adjustments amount $3,761,000
Number of returns with educator expenses 190
Educator expenses amount $49,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $619,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $938,000
Number of returns with IRA payments 100
IRA payments amount $521,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $520,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $85,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $260,000
Number of returns with itemized deductions 2,410
Total itemized deductions amount $57,602,000
Amount of AGI for itemized returns $328,957,000
Number of returns with State and local income taxes 2,360
State and local income taxes amount $15,612,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $105,000
Number of returns with real estate taxes 2,300
Real estate taxes amount $7,109,000
Number of returns with taxes paid 2,410
Taxes paid amount $23,882,000
Number of returns with mortgage interest paid 2,210
Mortgage interest paid amount $17,849,000
Number of returns with contributions 2,110
Contributions amount $8,761,000
Number of returns with taxable income 2,850
Taxable income amount $285,394,000
Number of returns with income tax before credits 2,850
Income tax before credits amount $48,263,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $108,000
Number of returns with total tax credits 1,460
Total tax credits amount $1,964,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $229,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $459,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 830
Child tax credit amount $1,130,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,383,000
Number of returns with total tax payments 2,840
Total tax payments amount $51,078,000
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 290
Refundable education credit amount $288,000
Number of returns with income tax 2,840
Income tax amount [10] $46,299,000
Number of returns with tax liability 2,840
Total tax liability amount [11] $48,274,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,000
Tax due at time of filing amount [12] $4,655,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $7,124,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $287,000

Adjusted Gross Income: $200,000 or more

Number of returns 600
Number of single returns 30
Number of joint returns 560
Number of head of household returns 0
Number of returns with paid preparer's signature 410
Number of exemptions 1,920
Number of dependents 760
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] 120
Adjust gross income (AGI) [5] $195,005,000
Number of returns with total income 600
Salaries and wages amount $197,332,000
Number of returns with salaries and wages 560
Salaries and wages amount $139,734
Number of returns with taxable interest 390
Taxable interest amount $1,096
Number of returns with ordinary dividends 350
Ordinary dividends amount $3,313,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $2,648
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $360
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $3,392,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $10,360,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,215,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $5,599,000
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 60
Taxable Social Security benefits amount $1,266,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $14,182,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $2,327,000
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 50
Self-employment health insurance deduction amount $678,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 590
Total itemized deductions amount $23,956,000
Amount of AGI for itemized returns $190,683,000
Number of returns with State and local income taxes 580
State and local income taxes amount $9,780,000
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 570
Real estate taxes amount $2,474,000
Number of returns with taxes paid 590
Taxes paid amount $12,584,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $5,308,000
Number of returns with contributions 540
Contributions amount $5,281,000
Number of returns with taxable income 600
Taxable income amount $164,276,000
Number of returns with income tax before credits 600
Income tax before credits amount $41,548,000
Number of returns with alternative minimum tax 300
Alternative minimum tax amount $1,104,000
Number of returns with total tax credits 220
Total tax credits amount $336,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $147,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $841,000
Number of returns with total tax payments 600
Total tax payments amount $41,716,000
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 600
Income tax amount [10] $41,212,000
Number of returns with tax liability 600
Total tax liability amount [11] $42,999,000
Number of returns with net investment income tax 250
Net investment income tax $385,000
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $4,688,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [13] $1,583,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $809,000

[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.