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ZIP Code Database - Facts & Stats

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ZIP Code 28139 Income Tax Stats

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

ZIP Code 28139 Data

Zip Code:28139
City:Rutherfordton
State:NC [North Carolina]
Counties: RUTHERFORD, NC
City Alias(es):Rutherfordton
Area Code:828
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28139 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28139 [1] 7,690
Total Number of Single Tax Returns for ZIP Code 28139 3,380
Total Number of Joint Tax Returns for ZIP Code 28139 3,530
Total Number of Dependents for ZIP Code 28139 4,480
Total Adjusted Gross Income for ZIP Code 28139 $386,551,000
Average Income per Person for ZIP Code 28139 $19,221
Average Income per Household for ZIP Code 28139 $50,267

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 3,050
Number of single returns 1,870
Number of joint returns 610
Number of head of household returns 510
Number of returns with paid preparer's signature 1,610
Number of exemptions 4,530
Number of dependents 1,300
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 520
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $38,222,000
Number of returns with total income 3,050
Salaries and wages amount $38,784,000
Number of returns with salaries and wages 2,330
Salaries and wages amount $28,151
Number of returns with taxable interest 510
Taxable interest amount $315
Number of returns with ordinary dividends 220
Ordinary dividends amount $389,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $293
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $3,001,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $265,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,898,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $4,100,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $121,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $360,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $164,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $562,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $113,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $54,000
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 180
Total itemized deductions amount $3,065,000
Amount of AGI for itemized returns $2,697,000
Number of returns with State and local income taxes 70
State and local income taxes amount $72,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $55,000
Number of returns with real estate taxes 130
Real estate taxes amount $232,000
Number of returns with taxes paid 180
Taxes paid amount $396,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $537,000
Number of returns with contributions 130
Contributions amount $459,000
Number of returns with taxable income 1,200
Taxable income amount $6,669,000
Number of returns with income tax before credits 1,220
Income tax before credits amount $722,000
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 $74,000
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 40
Nonrefundable education credit amount $22,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 80
Child tax credit amount $25,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 410
Self-employment tax amount $540,000
Number of returns with total tax payments 2,740
Total tax payments amount $6,079,000
Number of returns with earned income credit 1,150
Earned income credit amount [8] $2,710,000
Number of returns with excess earned income credit 980
Excess earned income credit (refundable) amount [9] $2,406,000
Number of returns with additional child tax credit 600
Additional child tax credit amount $705,000
Number of returns with refundable education credit 90
Refundable education credit amount $75,000
Number of returns with income tax 1,070
Income tax amount [10] $647,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $1,259,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $261,000
Number of returns with overpayments refunded 2,520
Overpayments refunded amount [13] $5,064,000
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 1,980
Number of single returns 770
Number of joint returns 810
Number of head of household returns 320
Number of returns with paid preparer's signature 1,150
Number of exemptions 4,010
Number of dependents 1,220
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] 310
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $72,019,000
Number of returns with total income 1,980
Salaries and wages amount $72,782,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $55,918
Number of returns with taxable interest 470
Taxable interest amount $367
Number of returns with ordinary dividends 200
Ordinary dividends amount $534,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $327
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $91
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,746,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $366,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,471,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $6,862,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $133,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $2,998,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $385,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $763,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $135,000
Number of returns with IRA payments 40
IRA payments amount $184,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $106,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $91,000
Number of returns with itemized deductions 340
Total itemized deductions amount $5,396,000
Amount of AGI for itemized returns $13,340,000
Number of returns with State and local income taxes 270
State and local income taxes amount $526,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $54,000
Number of returns with real estate taxes 290
Real estate taxes amount $489,000
Number of returns with taxes paid 340
Taxes paid amount $1,137,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,251,000
Number of returns with contributions 260
Contributions amount $1,196,000
Number of returns with taxable income 1,910
Taxable income amount $34,545,000
Number of returns with income tax before credits 1,900
Income tax before credits amount $4,194,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $629,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $85,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $73,000
Number of returns with child tax credit 480
Child tax credit amount $438,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 230
Self-employment tax amount $527,000
Number of returns with total tax payments 1,910
Total tax payments amount $7,875,000
Number of returns with earned income credit 550
Earned income credit amount [8] $1,125,000
Number of returns with excess earned income credit 440
Excess earned income credit (refundable) amount [9] $901,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $468,000
Number of returns with refundable education credit 60
Refundable education credit amount $45,000
Number of returns with income tax 1,560
Income tax amount [10] $3,565,000
Number of returns with tax liability 1,680
Total tax liability amount [11] $4,231,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $605,000
Number of returns with overpayments refunded 1,580
Overpayments refunded amount [13] $4,194,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $48,000

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

Number of returns 1,120
Number of single returns 280
Number of joint returns 750
Number of head of household returns 70
Number of returns with paid preparer's signature 710
Number of exemptions 2,620
Number of dependents 740
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] 110
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $69,328,000
Number of returns with total income 1,120
Salaries and wages amount $70,225,000
Number of returns with salaries and wages 950
Salaries and wages amount $51,462
Number of returns with taxable interest 420
Taxable interest amount $494
Number of returns with ordinary dividends 190
Ordinary dividends amount $608,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $480
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $102
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,247,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $779,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,561,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $6,788,000
Number of farm returns 50
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $69,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $4,691,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $423,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $897,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $339,000
Number of returns with IRA payments 50
IRA payments amount $305,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $76,000
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 360
Total itemized deductions amount $6,400,000
Amount of AGI for itemized returns $22,883,000
Number of returns with State and local income taxes 320
State and local income taxes amount $913,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $42,000
Number of returns with real estate taxes 320
Real estate taxes amount $555,000
Number of returns with taxes paid 360
Taxes paid amount $1,589,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,434,000
Number of returns with contributions 300
Contributions amount $1,628,000
Number of returns with taxable income 1,120
Taxable income amount $43,618,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $5,889,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $633,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $95,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 310
Child tax credit amount $478,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $469,000
Number of returns with total tax payments 1,110
Total tax payments amount $7,110,000
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 40
Additional child tax credit amount $54,000
Number of returns with refundable education credit 60
Refundable education credit amount $43,000
Number of returns with income tax 1,070
Income tax amount [10] $5,256,000
Number of returns with tax liability 1,090
Total tax liability amount [11] $5,854,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $704,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $1,892,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $99,000

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

Number of returns 650
Number of single returns 70
Number of joint returns 550
Number of head of household returns 40
Number of returns with paid preparer's signature 430
Number of exemptions 1,700
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] 220
Adjust gross income (AGI) [5] $56,406,000
Number of returns with total income 650
Salaries and wages amount $56,956,000
Number of returns with salaries and wages 580
Salaries and wages amount $41,859
Number of returns with taxable interest 290
Taxable interest amount $274
Number of returns with ordinary dividends 130
Ordinary dividends amount $588,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $411
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $115
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,525,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $877,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,770,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $5,650,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $77,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,621,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $556,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $550,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $72,000
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 310
Total itemized deductions amount $6,358,000
Amount of AGI for itemized returns $26,917,000
Number of returns with State and local income taxes 300
State and local income taxes amount $1,250,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $46,000
Number of returns with real estate taxes 290
Real estate taxes amount $595,000
Number of returns with taxes paid 310
Taxes paid amount $1,925,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,787,000
Number of returns with contributions 250
Contributions amount $1,557,000
Number of returns with taxable income 650
Taxable income amount $38,874,000
Number of returns with income tax before credits 650
Income tax before credits amount $5,439,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $446,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $80,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $328,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 80
Self-employment tax amount $293,000
Number of returns with total tax payments 640
Total tax payments amount $6,054,000
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 60
Refundable education credit amount $46,000
Number of returns with income tax 640
Income tax amount [10] $4,993,000
Number of returns with tax liability 650
Total tax liability amount [11] $5,367,000
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] $596,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $1,237,000
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 730
Number of single returns 70
Number of joint returns 660
Number of head of household returns 0
Number of returns with paid preparer's signature 490
Number of exemptions 2,000
Number of dependents 610
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] 40
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $95,647,000
Number of returns with total income 730
Salaries and wages amount $96,881,000
Number of returns with salaries and wages 610
Salaries and wages amount $63,643
Number of returns with taxable interest 420
Taxable interest amount $495
Number of returns with ordinary dividends 230
Ordinary dividends amount $1,775,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $1,550
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $277
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,473,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $2,775,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $5,697,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $10,215,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $5,426,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $3,434,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $1,234,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
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 $362,000
Number of returns with IRA payments 40
IRA payments amount $313,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $88,000
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 520
Total itemized deductions amount $12,645,000
Amount of AGI for itemized returns $69,481,000
Number of returns with State and local income taxes 500
State and local income taxes amount $3,192,000
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 490
Real estate taxes amount $1,229,000
Number of returns with taxes paid 520
Taxes paid amount $4,633,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,979,000
Number of returns with contributions 450
Contributions amount $3,215,000
Number of returns with taxable income 730
Taxable income amount $72,059,000
Number of returns with income tax before credits 730
Income tax before credits amount $11,932,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $409,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $214,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $448,000
Number of returns with total tax payments 720
Total tax payments amount $12,172,000
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 70
Refundable education credit amount $64,000
Number of returns with income tax 730
Income tax amount [10] $11,524,000
Number of returns with tax liability 730
Total tax liability amount [11] $12,109,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $1,700,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $1,481,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $259,000

Adjusted Gross Income: $200,000 or more

Number of returns 160
Number of single returns 0
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 430
Number of dependents 120
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] 50
Adjust gross income (AGI) [5] $54,929,000
Number of returns with total income 160
Salaries and wages amount $55,978,000
Number of returns with salaries and wages 140
Salaries and wages amount $32,454
Number of returns with taxable interest 120
Taxable interest amount $421
Number of returns with ordinary dividends 90
Ordinary dividends amount $1,296,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $1,113
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $237
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $2,329,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $6,320,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,273,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,609,000
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 40
Taxable Social Security benefits amount $983,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $6,610,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,049,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $271,000
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 150
Total itemized deductions amount $7,076,000
Amount of AGI for itemized returns $52,625,000
Number of returns with State and local income taxes 150
State and local income taxes amount $2,757,000
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 150
Real estate taxes amount $709,000
Number of returns with taxes paid 150
Taxes paid amount $3,538,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,092,000
Number of returns with contributions 140
Contributions amount $1,956,000
Number of returns with taxable income 160
Taxable income amount $46,539,000
Number of returns with income tax before credits 160
Income tax before credits amount $11,316,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $555,000
Number of returns with total tax credits 60
Total tax credits amount $21,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $14,000
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 50
Self-employment tax amount $333,000
Number of returns with total tax payments 160
Total tax payments amount $11,067,000
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 160
Income tax amount [10] $11,295,000
Number of returns with tax liability 160
Total tax liability amount [11] $11,946,000
Number of returns with net investment income tax 90
Net investment income tax $199,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $1,898,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $448,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $555,000

[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.