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ZIP Code Database - Facts & Stats

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ZIP Code 28205 Income Tax Stats

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

ZIP Code 28205 Data

Zip Code:28205
City:Charlotte
State:NC [North Carolina]
Counties: MECKLENBURG, NC
City Alias(es):Charlotte
Area Code:980
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28205 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28205 [1] 23,100
Total Number of Single Tax Returns for ZIP Code 28205 4,480
Total Number of Joint Tax Returns for ZIP Code 28205 5,080
Total Number of Dependents for ZIP Code 28205 11,200
Total Adjusted Gross Income for ZIP Code 28205 $1,373,489,000
Average Income per Person for ZIP Code 28205 $31,265
Average Income per Household for ZIP Code 28205 $59,458

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 8,630
Number of single returns 5,600
Number of joint returns 690
Number of head of household returns 2,240
Number of returns with paid preparer's signature 4,790
Number of exemptions 13,450
Number of dependents 4,800
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 140
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 2,260
Number of elderly returns [4] 1,100
Adjust gross income (AGI) [5] $115,780,000
Number of returns with total income 8,630
Salaries and wages amount $118,648,000
Number of returns with salaries and wages 6,740
Salaries and wages amount $93,570
Number of returns with taxable interest 590
Taxable interest amount $292
Number of returns with ordinary dividends 430
Ordinary dividends amount $665,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $468
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $57
Number of returns with business or professional net income (less loss) 2,570
Business or professional net income (less loss) amount $17,067,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $456,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $1,750,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $4,104,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $328,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $352,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $305,000
Number of returns with total statutory adjustments 2,470
Total statutory adjustments amount $2,868,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $277,000
Number of returns with IRA payments 40
IRA payments amount $95,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $325,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $159,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 420
Total itemized deductions amount $5,592,000
Amount of AGI for itemized returns $6,459,000
Number of returns with State and local income taxes 270
State and local income taxes amount $351,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $67,000
Number of returns with real estate taxes 260
Real estate taxes amount $572,000
Number of returns with taxes paid 420
Taxes paid amount $1,091,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,008,000
Number of returns with contributions 300
Contributions amount $662,000
Number of returns with taxable income 3,850
Taxable income amount $24,159,000
Number of returns with income tax before credits 3,900
Income tax before credits amount $2,614,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,230
Total tax credits amount $408,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $79,000
Number of returns with child tax credit 340
Child tax credit amount $99,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 2,030
Self-employment tax amount $2,889,000
Number of returns with total tax payments 7,840
Total tax payments amount $20,840,000
Number of returns with earned income credit 3,850
Earned income credit amount [8] $9,967,000
Number of returns with excess earned income credit 3,270
Excess earned income credit (refundable) amount [9] $8,436,000
Number of returns with additional child tax credit 2,260
Additional child tax credit amount $2,934,000
Number of returns with refundable education credit 580
Refundable education credit amount $512,000
Number of returns with income tax 3,150
Income tax amount [10] $2,204,000
Number of returns with tax liability 4,820
Total tax liability amount [11] $5,278,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,280
Tax due at time of filing amount [12] $1,395,000
Number of returns with overpayments refunded 7,030
Overpayments refunded amount [13] $16,882,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $30,000

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

Number of returns 6,270
Number of single returns 4,060
Number of joint returns 960
Number of head of household returns 1,110
Number of returns with paid preparer's signature 2,940
Number of exemptions 10,520
Number of dependents 3,310
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,450
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $226,177,000
Number of returns with total income 6,270
Salaries and wages amount $229,646,000
Number of returns with salaries and wages 5,790
Salaries and wages amount $203,399
Number of returns with taxable interest 710
Taxable interest amount $332
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,030,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $712
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $138
Number of returns with business or professional net income (less loss) 1,130
Business or professional net income (less loss) amount $10,666,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,429,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,365,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $5,644,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $365,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $2,195,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,507,000
Number of returns with total statutory adjustments 2,030
Total statutory adjustments amount $3,469,000
Number of returns with educator expenses 180
Educator expenses amount $43,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $459,000
Number of returns with IRA payments 90
IRA payments amount $277,000
Number of returns with student loan interest deduction 1,080
Student loan interest deduction amount $1,297,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 990
Total itemized deductions amount $13,823,000
Amount of AGI for itemized returns $38,119,000
Number of returns with State and local income taxes 890
State and local income taxes amount $1,573,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $97,000
Number of returns with real estate taxes 620
Real estate taxes amount $1,214,000
Number of returns with taxes paid 990
Taxes paid amount $3,117,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $2,837,000
Number of returns with contributions 720
Contributions amount $1,909,000
Number of returns with taxable income 6,080
Taxable income amount $128,892,000
Number of returns with income tax before credits 6,070
Income tax before credits amount $16,546,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,180
Total tax credits amount $1,713,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $146,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $461,000
Number of returns with retirement savings contribution credit 800
Retirement savings contribution credit amount $130,000
Number of returns with child tax credit 1,070
Child tax credit amount $919,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 770
Self-employment tax amount $1,900,000
Number of returns with total tax payments 6,110
Total tax payments amount $25,713,000
Number of returns with earned income credit 1,090
Earned income credit amount [8] $2,521,000
Number of returns with excess earned income credit 900
Excess earned income credit (refundable) amount [9] $1,994,000
Number of returns with additional child tax credit 950
Additional child tax credit amount $1,377,000
Number of returns with refundable education credit 290
Refundable education credit amount $244,000
Number of returns with income tax 5,190
Income tax amount [10] $14,833,000
Number of returns with tax liability 5,480
Total tax liability amount [11] $17,038,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,240
Tax due at time of filing amount [12] $2,449,000
Number of returns with overpayments refunded 4,990
Overpayments refunded amount [13] $10,917,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $73,000

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

Number of returns 3,130
Number of single returns 2,190
Number of joint returns 660
Number of head of household returns 200
Number of returns with paid preparer's signature 1,250
Number of exemptions 4,710
Number of dependents 920
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] 510
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $189,581,000
Number of returns with total income 3,130
Salaries and wages amount $192,410,000
Number of returns with salaries and wages 2,940
Salaries and wages amount $170,168
Number of returns with taxable interest 700
Taxable interest amount $254
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,110,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $863
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $204
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $4,907,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,300,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,296,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $5,894,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $252,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $3,868,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,133,000
Number of returns with total statutory adjustments 1,290
Total statutory adjustments amount $2,829,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $334,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $428,000
Number of returns with IRA payments 100
IRA payments amount $334,000
Number of returns with student loan interest deduction 790
Student loan interest deduction amount $942,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $92,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,130
Total itemized deductions amount $16,373,000
Amount of AGI for itemized returns $69,878,000
Number of returns with State and local income taxes 1,070
State and local income taxes amount $3,218,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $103,000
Number of returns with real estate taxes 910
Real estate taxes amount $1,858,000
Number of returns with taxes paid 1,130
Taxes paid amount $5,413,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $4,765,000
Number of returns with contributions 860
Contributions amount $2,243,000
Number of returns with taxable income 3,120
Taxable income amount $137,986,000
Number of returns with income tax before credits 3,120
Income tax before credits amount $21,305,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $878,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 390
Child tax credit amount $546,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 360
Self-employment tax amount $855,000
Number of returns with total tax payments 3,080
Total tax payments amount $24,738,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 60
Additional child tax credit amount $79,000
Number of returns with refundable education credit 80
Refundable education credit amount $71,000
Number of returns with income tax 3,060
Income tax amount [10] $20,427,000
Number of returns with tax liability 3,080
Total tax liability amount [11] $21,414,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $2,013,000
Number of returns with overpayments refunded 2,340
Overpayments refunded amount [13] $5,148,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $105,000

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

Number of returns 1,580
Number of single returns 930
Number of joint returns 530
Number of head of household returns 70
Number of returns with paid preparer's signature 660
Number of exemptions 2,550
Number of dependents 440
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] 200
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $137,067,000
Number of returns with total income 1,580
Salaries and wages amount $138,713,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $119,233
Number of returns with taxable interest 550
Taxable interest amount $391
Number of returns with ordinary dividends 460
Ordinary dividends amount $966,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $721
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $210
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $3,231,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,439,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,188,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $4,398,000
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 140
Taxable Social Security benefits amount $2,783,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $3,278,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,646,000
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 60
Self-employment health insurance deduction amount $420,000
Number of returns with IRA payments 40
IRA payments amount $179,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $236,000
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 $101,000
Number of returns with itemized deductions 870
Total itemized deductions amount $15,470,000
Amount of AGI for itemized returns $76,099,000
Number of returns with State and local income taxes 850
State and local income taxes amount $3,648,000
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 750
Real estate taxes amount $1,878,000
Number of returns with taxes paid 870
Taxes paid amount $5,810,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $4,816,000
Number of returns with contributions 670
Contributions amount $1,984,000
Number of returns with taxable income 1,580
Taxable income amount $104,819,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $17,861,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $498,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $288,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 200
Self-employment tax amount $657,000
Number of returns with total tax payments 1,570
Total tax payments amount $19,983,000
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 $22,000
Number of returns with income tax 1,570
Income tax amount [10] $17,364,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $18,167,000
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] $1,452,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $3,155,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $85,000

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

Number of returns 2,450
Number of single returns 900
Number of joint returns 1,440
Number of head of household returns 70
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,950
Number of dependents 1,060
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] 200
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $338,186,000
Number of returns with total income 2,450
Salaries and wages amount $342,746,000
Number of returns with salaries and wages 2,350
Salaries and wages amount $294,882
Number of returns with taxable interest 1,170
Taxable interest amount $762
Number of returns with ordinary dividends 1,000
Ordinary dividends amount $3,103,000
Number of returns with qualified dividends 960
Qualified dividends amount [6] $2,404
Number of returns with state and local income tax refunds 1,050
State and local income tax refunds amount $694
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $9,208,000
Number of returns with net capital gain (less loss) 910
Net capital gain (less loss) amount $7,323,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,300,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $6,742,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $194,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,088,000
Number of returns with partnership/S-corp net income (less loss) 360
Partnership/S-corp net income (less loss) amount $11,973,000
Number of returns with total statutory adjustments 980
Total statutory adjustments amount $4,560,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $781,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,007,000
Number of returns with IRA payments 90
IRA payments amount $510,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $455,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $95,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,020
Total itemized deductions amount $44,456,000
Amount of AGI for itemized returns $284,669,000
Number of returns with State and local income taxes 1,980
State and local income taxes amount $14,360,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $55,000
Number of returns with real estate taxes 1,750
Real estate taxes amount $5,657,000
Number of returns with taxes paid 2,020
Taxes paid amount $20,775,000
Number of returns with mortgage interest paid 1,690
Mortgage interest paid amount $15,146,000
Number of returns with contributions 1,680
Contributions amount $4,986,000
Number of returns with taxable income 2,450
Taxable income amount $268,971,000
Number of returns with income tax before credits 2,450
Income tax before credits amount $50,723,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $100,000
Number of returns with total tax credits 810
Total tax credits amount $839,000
Number of returns with foreign tax credit 370
Foreign tax credit amount $53,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $125,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $87,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $297,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,671,000
Number of returns with total tax payments 2,430
Total tax payments amount $54,812,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $49,000
Number of returns with income tax 2,450
Income tax amount [10] $49,884,000
Number of returns with tax liability 2,450
Total tax liability amount [11] $51,838,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $4,034,000
Number of returns with overpayments refunded 1,600
Overpayments refunded amount [13] $6,568,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $385,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,040
Number of single returns 200
Number of joint returns 800
Number of head of household returns 20
Number of returns with paid preparer's signature 690
Number of exemptions 2,510
Number of dependents 670
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] 30
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $366,698,000
Number of returns with total income 1,040
Salaries and wages amount $371,885,000
Number of returns with salaries and wages 980
Salaries and wages amount $268,651
Number of returns with taxable interest 720
Taxable interest amount $1,426
Number of returns with ordinary dividends 680
Ordinary dividends amount $5,063,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $3,758
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $983
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $9,685,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $30,340,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,545,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,444,000
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 $1,036,000
Number of returns with partnership/S-corp net income (less loss) 320
Partnership/S-corp net income (less loss) amount $45,921,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $5,187,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,658,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,271,000
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 30
Domestic production activities deduction amount $415,000
Number of returns with itemized deductions 1,010
Total itemized deductions amount $44,489,000
Amount of AGI for itemized returns $359,581,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $19,842,000
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 940
Real estate taxes amount $5,232,000
Number of returns with taxes paid 1,010
Taxes paid amount $25,553,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $11,362,000
Number of returns with contributions 910
Contributions amount $7,350,000
Number of returns with taxable income 1,040
Taxable income amount $314,532,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $80,763,000
Number of returns with alternative minimum tax 580
Alternative minimum tax amount $2,228,000
Number of returns with total tax credits 480
Total tax credits amount $594,000
Number of returns with foreign tax credit 350
Foreign tax credit amount $202,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $87,000
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 200
Self-employment tax amount $1,774,000
Number of returns with total tax payments 1,030
Total tax payments amount $79,247,000
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 1,040
Income tax amount [10] $80,170,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $84,057,000
Number of returns with net investment income tax 590
Net investment income tax $1,004,000
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $10,659,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [13] $3,257,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $2,532,000

[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.