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 28202 Income Tax Stats

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

ZIP Code 28202 Data

Zip Code:28202
City:Charlotte
State:NC [North Carolina]
Counties: MECKLENBURG, NC
City Alias(es):Charlotte
Area Code:704 / 980
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28202 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28202 [1] 8,400
Total Number of Single Tax Returns for ZIP Code 28202 1,120
Total Number of Joint Tax Returns for ZIP Code 28202 1,200
Total Number of Dependents for ZIP Code 28202 1,340
Total Adjusted Gross Income for ZIP Code 28202 $884,909,000
Average Income per Person for ZIP Code 28202 $79,045
Average Income per Household for ZIP Code 28202 $105,346

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 1,540
Number of single returns 1,220
Number of joint returns 40
Number of head of household returns 250
Number of returns with paid preparer's signature 600
Number of exemptions 1,760
Number of dependents 470
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 360
Number of elderly returns [4] 100
Adjust gross income (AGI) [5] $20,031,000
Number of returns with total income 1,540
Salaries and wages amount $20,703,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $17,787
Number of returns with taxable interest 150
Taxable interest amount $25
Number of returns with ordinary dividends 160
Ordinary dividends amount $204,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $134
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $1,647,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $164,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $236,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $475,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $134,000
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $43,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $672,000
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 $208,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $143,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $85,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 80
Total itemized deductions amount $1,419,000
Amount of AGI for itemized returns $1,219,000
Number of returns with State and local income taxes 50
State and local income taxes amount $83,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $18,000
Number of returns with real estate taxes 50
Real estate taxes amount $154,000
Number of returns with taxes paid 80
Taxes paid amount $290,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $426,000
Number of returns with contributions 60
Contributions amount $104,000
Number of returns with taxable income 810
Taxable income amount $5,703,000
Number of returns with income tax before credits 810
Income tax before credits amount $605,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $90,000
Number of returns with foreign tax credit 20
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 100
Nonrefundable education credit amount $59,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 30
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 240
Self-employment tax amount $347,000
Number of returns with total tax payments 1,430
Total tax payments amount $3,361,000
Number of returns with earned income credit 510
Earned income credit amount [8] $1,189,000
Number of returns with excess earned income credit 440
Excess earned income credit (refundable) amount [9] $1,038,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $323,000
Number of returns with refundable education credit 140
Refundable education credit amount $123,000
Number of returns with income tax 670
Income tax amount [10] $515,000
Number of returns with tax liability 870
Total tax liability amount [11] $891,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $208,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $2,670,000
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 1,750
Number of single returns 1,530
Number of joint returns 70
Number of head of household returns 130
Number of returns with paid preparer's signature 570
Number of exemptions 2,030
Number of dependents 250
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] 370
Number of elderly returns [4] 80
Adjust gross income (AGI) [5] $66,605,000
Number of returns with total income 1,750
Salaries and wages amount $67,916,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $63,677
Number of returns with taxable interest 250
Taxable interest amount $138
Number of returns with ordinary dividends 260
Ordinary dividends amount $499,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $354
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $46
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $1,198,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $648,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $477,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $863,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $160,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $461,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $646,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,311,000
Number of returns with educator expenses 60
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 60
IRA payments amount $199,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $655,000
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 260
Total itemized deductions amount $4,187,000
Amount of AGI for itemized returns $9,871,000
Number of returns with State and local income taxes 220
State and local income taxes amount $494,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $40,000
Number of returns with real estate taxes 130
Real estate taxes amount $360,000
Number of returns with taxes paid 250
Taxes paid amount $939,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $637,000
Number of returns with contributions 190
Contributions amount $633,000
Number of returns with taxable income 1,730
Taxable income amount $44,356,000
Number of returns with income tax before credits 1,720
Income tax before credits amount $5,840,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $327,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $211,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 80
Child tax credit amount $70,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $282,000
Number of returns with total tax payments 1,700
Total tax payments amount $8,407,000
Number of returns with earned income credit 100
Earned income credit amount [8] $212,000
Number of returns with excess earned income credit 80
Excess earned income credit (refundable) amount [9] $184,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $78,000
Number of returns with refundable education credit 80
Refundable education credit amount $69,000
Number of returns with income tax 1,640
Income tax amount [10] $5,513,000
Number of returns with tax liability 1,650
Total tax liability amount [11] $5,865,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $518,000
Number of returns with overpayments refunded 1,470
Overpayments refunded amount [13] $2,992,000
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 1,760
Number of single returns 1,610
Number of joint returns 100
Number of head of household returns 30
Number of returns with paid preparer's signature 470
Number of exemptions 1,940
Number of dependents 90
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $108,961,000
Number of returns with total income 1,760
Salaries and wages amount $110,659,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $105,472
Number of returns with taxable interest 370
Taxable interest amount $204
Number of returns with ordinary dividends 410
Ordinary dividends amount $952,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $753
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $100
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,046,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $820,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $698,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $1,216,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $118,000
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $620,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $656,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,698,000
Number of returns with educator expenses 20
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $447,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $223,000
Number of returns with IRA payments 70
IRA payments amount $237,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $743,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $76,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 420
Total itemized deductions amount $6,822,000
Amount of AGI for itemized returns $26,748,000
Number of returns with State and local income taxes 400
State and local income taxes amount $1,403,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $34,000
Number of returns with real estate taxes 290
Real estate taxes amount $789,000
Number of returns with taxes paid 420
Taxes paid amount $2,322,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,742,000
Number of returns with contributions 310
Contributions amount $825,000
Number of returns with taxable income 1,760
Taxable income amount $85,686,000
Number of returns with income tax before credits 1,750
Income tax before credits amount $13,835,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $174,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $91,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 40
Child tax credit amount $51,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $264,000
Number of returns with total tax payments 1,740
Total tax payments amount $16,803,000
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 30
Refundable education credit amount $29,000
Number of returns with income tax 1,750
Income tax amount [10] $13,661,000
Number of returns with tax liability 1,750
Total tax liability amount [11] $14,004,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $689,000
Number of returns with overpayments refunded 1,460
Overpayments refunded amount [13] $3,351,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $207,000

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

Number of returns 1,020
Number of single returns 860
Number of joint returns 130
Number of head of household returns 20
Number of returns with paid preparer's signature 350
Number of exemptions 1,230
Number of dependents 80
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] 140
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $88,262,000
Number of returns with total income 1,020
Salaries and wages amount $89,083,000
Number of returns with salaries and wages 980
Salaries and wages amount $82,344
Number of returns with taxable interest 320
Taxable interest amount $135
Number of returns with ordinary dividends 300
Ordinary dividends amount $727,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $550
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $121
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,228,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $897,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $899,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $1,477,000
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 $777,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $535,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $821,000
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 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 110
Student loan interest deduction amount $70,000
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 420
Total itemized deductions amount $7,176,000
Amount of AGI for itemized returns $36,161,000
Number of returns with State and local income taxes 400
State and local income taxes amount $1,880,000
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 300
Real estate taxes amount $894,000
Number of returns with taxes paid 420
Taxes paid amount $2,868,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,123,000
Number of returns with contributions 300
Contributions amount $894,000
Number of returns with taxable income 1,020
Taxable income amount $71,770,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $13,132,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $120,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 30
Child tax credit amount $36,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $219,000
Number of returns with total tax payments 1,010
Total tax payments amount $14,809,000
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 30
Refundable education credit amount $28,000
Number of returns with income tax 1,020
Income tax amount [10] $13,012,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $13,302,000
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] $711,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $2,149,000
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 1,530
Number of single returns 1,010
Number of joint returns 440
Number of head of household returns 50
Number of returns with paid preparer's signature 650
Number of exemptions 2,180
Number of dependents 210
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] 130
Adjust gross income (AGI) [5] $208,409,000
Number of returns with total income 1,530
Salaries and wages amount $210,612,000
Number of returns with salaries and wages 1,470
Salaries and wages amount $188,886
Number of returns with taxable interest 670
Taxable interest amount $564
Number of returns with ordinary dividends 620
Ordinary dividends amount $2,558,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $2,076
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $390
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $3,568,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $3,699,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,314,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,087,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $71,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,837,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $3,498,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $2,203,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $361,000
Number of returns with IRA payments 40
IRA payments amount $254,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $113,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $305,000
Number of returns with itemized deductions 1,170
Total itemized deductions amount $23,341,000
Amount of AGI for itemized returns $163,468,000
Number of returns with State and local income taxes 1,140
State and local income taxes amount $8,544,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $67,000
Number of returns with real estate taxes 680
Real estate taxes amount $2,594,000
Number of returns with taxes paid 1,160
Taxes paid amount $11,496,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $5,357,000
Number of returns with contributions 840
Contributions amount $3,295,000
Number of returns with taxable income 1,530
Taxable income amount $172,992,000
Number of returns with income tax before credits 1,520
Income tax before credits amount $35,192,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $115,000
Number of returns with total tax credits 330
Total tax credits amount $254,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $62,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $36,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 30
Child tax credit amount $26,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $508,000
Number of returns with total tax payments 1,520
Total tax payments amount $37,844,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,520
Income tax amount [10] $34,938,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $35,634,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,927,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [13] $3,897,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $214,000

Adjusted Gross Income: $200,000 or more

Number of returns 800
Number of single returns 340
Number of joint returns 420
Number of head of household returns 30
Number of returns with paid preparer's signature 550
Number of exemptions 1,470
Number of dependents 240
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] 140
Adjust gross income (AGI) [5] $392,641,000
Number of returns with total income 800
Salaries and wages amount $398,658,000
Number of returns with salaries and wages 740
Salaries and wages amount $254,593
Number of returns with taxable interest 570
Taxable interest amount $3,531
Number of returns with ordinary dividends 540
Ordinary dividends amount $10,186,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $7,963
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $1,234
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $8,417,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $56,139,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $5,901,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $4,475,000
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 $1,850,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $50,920,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $6,017,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,997,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $842,000
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 760
Total itemized deductions amount $41,395,000
Amount of AGI for itemized returns $369,933,000
Number of returns with State and local income taxes 750
State and local income taxes amount $20,912,000
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 550
Real estate taxes amount $4,443,000
Number of returns with taxes paid 760
Taxes paid amount $26,025,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $6,332,000
Number of returns with contributions 660
Contributions amount $9,980,000
Number of returns with taxable income 800
Taxable income amount $347,767,000
Number of returns with income tax before credits 800
Income tax before credits amount $96,734,000
Number of returns with alternative minimum tax 440
Alternative minimum tax amount $2,057,000
Number of returns with total tax credits 350
Total tax credits amount $1,786,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $995,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
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 140
Self-employment tax amount $1,697,000
Number of returns with total tax payments 790
Total tax payments amount $95,717,000
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 800
Income tax amount [10] $94,948,000
Number of returns with tax liability 800
Total tax liability amount [11] $99,143,000
Number of returns with net investment income tax 500
Net investment income tax $1,197,000
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $11,442,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $3,334,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $4,529,000

[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.