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ZIP Code Database - Facts & Stats

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ZIP Code 28210 Income Tax Stats

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

ZIP Code 28210 Data

Zip Code:28210
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]


28210 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28210 [1] 22,670
Total Number of Single Tax Returns for ZIP Code 28210 5,570
Total Number of Joint Tax Returns for ZIP Code 28210 7,410
Total Number of Dependents for ZIP Code 28210 11,610
Total Adjusted Gross Income for ZIP Code 28210 $2,436,059,000
Average Income per Person for ZIP Code 28210 $57,640
Average Income per Household for ZIP Code 28210 $107,457

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 6,450
Number of single returns 4,600
Number of joint returns 470
Number of head of household returns 1,260
Number of returns with paid preparer's signature 3,150
Number of exemptions 8,590
Number of dependents 2,730
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 1,150
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $82,021,000
Number of returns with total income 6,450
Salaries and wages amount $83,784,000
Number of returns with salaries and wages 4,840
Salaries and wages amount $62,816
Number of returns with taxable interest 840
Taxable interest amount $488
Number of returns with ordinary dividends 820
Ordinary dividends amount $1,920,000
Number of returns with qualified dividends 770
Qualified dividends amount [6] $1,343
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $60
Number of returns with business or professional net income (less loss) 1,480
Business or professional net income (less loss) amount $9,115,000
Number of returns with net capital gain (less loss) 680
Net capital gain (less loss) amount $1,072,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $3,082,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $4,570,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $271,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $674,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($53,000)
Number of returns with total statutory adjustments 1,530
Total statutory adjustments amount $1,763,000
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 110
Self-employment health insurance deduction amount $291,000
Number of returns with IRA payments 40
IRA payments amount $89,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $237,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $175,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 570
Total itemized deductions amount $10,258,000
Amount of AGI for itemized returns $8,563,000
Number of returns with State and local income taxes 270
State and local income taxes amount $338,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $146,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,105,000
Number of returns with taxes paid 560
Taxes paid amount $1,877,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,241,000
Number of returns with contributions 400
Contributions amount $828,000
Number of returns with taxable income 2,940
Taxable income amount $18,212,000
Number of returns with income tax before credits 2,880
Income tax before credits amount $1,929,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $278,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $130,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $57,000
Number of returns with child tax credit 210
Child tax credit amount $67,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,180
Self-employment tax amount $1,568,000
Number of returns with total tax payments 5,570
Total tax payments amount $11,997,000
Number of returns with earned income credit 1,940
Earned income credit amount [8] $4,732,000
Number of returns with excess earned income credit 1,620
Excess earned income credit (refundable) amount [9] $4,043,000
Number of returns with additional child tax credit 1,240
Additional child tax credit amount $1,616,000
Number of returns with refundable education credit 300
Refundable education credit amount $247,000
Number of returns with income tax 2,390
Income tax amount [10] $1,651,000
Number of returns with tax liability 3,370
Total tax liability amount [11] $3,368,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 970
Tax due at time of filing amount [12] $931,000
Number of returns with overpayments refunded 4,950
Overpayments refunded amount [13] $9,444,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $64,000

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

Number of returns 5,040
Number of single returns 3,240
Number of joint returns 710
Number of head of household returns 960
Number of returns with paid preparer's signature 2,220
Number of exemptions 8,190
Number of dependents 2,470
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 960
Number of elderly returns [4] 870
Adjust gross income (AGI) [5] $184,268,000
Number of returns with total income 5,040
Salaries and wages amount $187,135,000
Number of returns with salaries and wages 4,430
Salaries and wages amount $156,083
Number of returns with taxable interest 870
Taxable interest amount $670
Number of returns with ordinary dividends 760
Ordinary dividends amount $2,541,000
Number of returns with qualified dividends 720
Qualified dividends amount [6] $1,823
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $183
Number of returns with business or professional net income (less loss) 750
Business or professional net income (less loss) amount $7,064,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $1,737,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $4,716,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $8,337,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $370,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $4,594,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,262,000
Number of returns with total statutory adjustments 1,430
Total statutory adjustments amount $2,867,000
Number of returns with educator expenses 140
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $510,000
Number of returns with IRA payments 100
IRA payments amount $367,000
Number of returns with student loan interest deduction 700
Student loan interest deduction amount $818,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,100
Total itemized deductions amount $17,963,000
Amount of AGI for itemized returns $42,043,000
Number of returns with State and local income taxes 890
State and local income taxes amount $1,611,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $155,000
Number of returns with real estate taxes 740
Real estate taxes amount $2,003,000
Number of returns with taxes paid 1,100
Taxes paid amount $4,058,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,282,000
Number of returns with contributions 850
Contributions amount $2,284,000
Number of returns with taxable income 4,880
Taxable income amount $104,044,000
Number of returns with income tax before credits 4,840
Income tax before credits amount $13,128,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,810
Total tax credits amount $1,408,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $122,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $365,000
Number of returns with retirement savings contribution credit 610
Retirement savings contribution credit amount $105,000
Number of returns with child tax credit 870
Child tax credit amount $764,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 520
Self-employment tax amount $1,262,000
Number of returns with total tax payments 4,860
Total tax payments amount $19,992,000
Number of returns with earned income credit 700
Earned income credit amount [8] $1,397,000
Number of returns with excess earned income credit 570
Excess earned income credit (refundable) amount [9] $1,118,000
Number of returns with additional child tax credit 650
Additional child tax credit amount $930,000
Number of returns with refundable education credit 200
Refundable education credit amount $174,000
Number of returns with income tax 4,200
Income tax amount [10] $11,720,000
Number of returns with tax liability 4,360
Total tax liability amount [11] $13,176,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,040
Tax due at time of filing amount [12] $1,739,000
Number of returns with overpayments refunded 3,910
Overpayments refunded amount [13] $8,277,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $164,000

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

Number of returns 2,940
Number of single returns 1,890
Number of joint returns 680
Number of head of household returns 260
Number of returns with paid preparer's signature 1,410
Number of exemptions 4,550
Number of dependents 940
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] 360
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $179,784,000
Number of returns with total income 2,940
Salaries and wages amount $182,079,000
Number of returns with salaries and wages 2,490
Salaries and wages amount $140,863
Number of returns with taxable interest 1,010
Taxable interest amount $1,034
Number of returns with ordinary dividends 860
Ordinary dividends amount $4,242,000
Number of returns with qualified dividends 820
Qualified dividends amount [6] $3,081
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $355
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $4,279,000
Number of returns with net capital gain (less loss) 760
Net capital gain (less loss) amount $3,059,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $6,532,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $10,095,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $136,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $8,898,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,973,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $2,295,000
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 $393,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $433,000
Number of returns with IRA payments 80
IRA payments amount $338,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $556,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,390
Total itemized deductions amount $24,729,000
Amount of AGI for itemized returns $86,836,000
Number of returns with State and local income taxes 1,250
State and local income taxes amount $3,781,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $110,000
Number of returns with real estate taxes 1,120
Real estate taxes amount $3,109,000
Number of returns with taxes paid 1,390
Taxes paid amount $7,422,000
Number of returns with mortgage interest paid 930
Mortgage interest paid amount $5,468,000
Number of returns with contributions 1,110
Contributions amount $3,341,000
Number of returns with taxable income 2,910
Taxable income amount $124,281,000
Number of returns with income tax before credits 2,880
Income tax before credits amount $18,305,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $868,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $42,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $151,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 390
Child tax credit amount $561,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 280
Self-employment tax amount $745,000
Number of returns with total tax payments 2,870
Total tax payments amount $21,800,000
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 70
Additional child tax credit amount $89,000
Number of returns with refundable education credit 70
Refundable education credit amount $74,000
Number of returns with income tax 2,830
Income tax amount [10] $17,437,000
Number of returns with tax liability 2,850
Total tax liability amount [11] $18,286,000
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] $1,901,000
Number of returns with overpayments refunded 2,060
Overpayments refunded amount [13] $5,039,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $285,000

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

Number of returns 1,910
Number of single returns 940
Number of joint returns 790
Number of head of household returns 120
Number of returns with paid preparer's signature 1,010
Number of exemptions 3,460
Number of dependents 760
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $165,845,000
Number of returns with total income 1,910
Salaries and wages amount $167,942,000
Number of returns with salaries and wages 1,560
Salaries and wages amount $120,259
Number of returns with taxable interest 850
Taxable interest amount $963
Number of returns with ordinary dividends 780
Ordinary dividends amount $5,461,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $4,052
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $406
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $4,463,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $4,085,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $7,859,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $10,800,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $96,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,574,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $2,962,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $2,097,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $629,000
Number of returns with IRA payments 60
IRA payments amount $308,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $182,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,240
Total itemized deductions amount $26,222,000
Amount of AGI for itemized returns $108,339,000
Number of returns with State and local income taxes 1,150
State and local income taxes amount $4,821,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $91,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $3,581,000
Number of returns with taxes paid 1,240
Taxes paid amount $8,906,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $6,097,000
Number of returns with contributions 1,040
Contributions amount $3,662,000
Number of returns with taxable income 1,900
Taxable income amount $119,242,000
Number of returns with income tax before credits 1,870
Income tax before credits amount $19,031,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $754,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $50,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $489,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 220
Self-employment tax amount $823,000
Number of returns with total tax payments 1,860
Total tax payments amount $21,403,000
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 $53,000
Number of returns with income tax 1,860
Income tax amount [10] $18,277,000
Number of returns with tax liability 1,870
Total tax liability amount [11] $19,223,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,900,000
Number of returns with overpayments refunded 1,270
Overpayments refunded amount [13] $3,789,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $252,000

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

Number of returns 3,820
Number of single returns 1,020
Number of joint returns 2,620
Number of head of household returns 140
Number of returns with paid preparer's signature 2,080
Number of exemptions 8,700
Number of dependents 2,260
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] 1,130
Adjust gross income (AGI) [5] $535,702,000
Number of returns with total income 3,820
Salaries and wages amount $542,878,000
Number of returns with salaries and wages 3,210
Salaries and wages amount $388,745
Number of returns with taxable interest 2,210
Taxable interest amount $2,686
Number of returns with ordinary dividends 2,110
Ordinary dividends amount $19,664,000
Number of returns with qualified dividends 2,030
Qualified dividends amount [6] $15,225
Number of returns with state and local income tax refunds 1,780
State and local income tax refunds amount $1,470
Number of returns with business or professional net income (less loss) 760
Business or professional net income (less loss) amount $16,521,000
Number of returns with net capital gain (less loss) 1,890
Net capital gain (less loss) amount $20,340,000
Number of returns with taxable individual retirement arrangements distributions 850
Taxable individual retirement arrangements distributions amount $27,174,000
Number of returns with taxable pensions and annuities 900
Taxable pensions and annuities amount $29,007,000
Number of farm returns 40
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $197,000
Number of returns with taxable Social Security benefits 840
Taxable Social Security benefits amount $21,901,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $11,810,000
Number of returns with total statutory adjustments 1,350
Total statutory adjustments amount $7,176,000
Number of returns with educator expenses 130
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,335,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $1,661,000
Number of returns with IRA payments 110
IRA payments amount $594,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $507,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $104,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $87,000
Number of returns with itemized deductions 3,340
Total itemized deductions amount $88,696,000
Amount of AGI for itemized returns $473,488,000
Number of returns with State and local income taxes 3,240
State and local income taxes amount $22,998,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $124,000
Number of returns with real estate taxes 3,000
Real estate taxes amount $12,575,000
Number of returns with taxes paid 3,330
Taxes paid amount $37,120,000
Number of returns with mortgage interest paid 2,630
Mortgage interest paid amount $22,042,000
Number of returns with contributions 2,940
Contributions amount $13,797,000
Number of returns with taxable income 3,810
Taxable income amount $406,632,000
Number of returns with income tax before credits 3,790
Income tax before credits amount $72,226,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $253,000
Number of returns with total tax credits 1,700
Total tax credits amount $1,457,000
Number of returns with foreign tax credit 960
Foreign tax credit amount $267,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $191,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $216,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $547,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 630
Self-employment tax amount $2,711,000
Number of returns with total tax payments 3,780
Total tax payments amount $77,565,000
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 120
Refundable education credit amount $125,000
Number of returns with income tax 3,780
Income tax amount [10] $70,769,000
Number of returns with tax liability 3,790
Total tax liability amount [11] $74,057,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,440
Tax due at time of filing amount [12] $7,378,000
Number of returns with overpayments refunded 2,170
Overpayments refunded amount [13] $9,412,000
Number of returns with credit to next year’s estimated tax 260
Credited to next year’s estimated tax amount $1,379,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,510
Number of single returns 300
Number of joint returns 2,140
Number of head of household returns 40
Number of returns with paid preparer's signature 1,750
Number of exemptions 7,100
Number of dependents 2,450
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] 730
Adjust gross income (AGI) [5] $1,288,439,000
Number of returns with total income 2,510
Salaries and wages amount $1,308,636,000
Number of returns with salaries and wages 2,190
Salaries and wages amount $729,796
Number of returns with taxable interest 1,990
Taxable interest amount $13,184
Number of returns with ordinary dividends 1,910
Ordinary dividends amount $66,082,000
Number of returns with qualified dividends 1,870
Qualified dividends amount [6] $51,010
Number of returns with state and local income tax refunds 1,200
State and local income tax refunds amount $5,438
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $26,705,000
Number of returns with net capital gain (less loss) 1,870
Net capital gain (less loss) amount $155,135,000
Number of returns with taxable individual retirement arrangements distributions 540
Taxable individual retirement arrangements distributions amount $29,233,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $20,417,000
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 440
Taxable Social Security benefits amount $12,479,000
Number of returns with partnership/S-corp net income (less loss) 850
Partnership/S-corp net income (less loss) amount $238,653,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $20,197,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 180
Self-employment retirement plans amount $6,603,000
Number of returns with self-employment health insurance deduction 290
Self-employment health insurance deduction amount $4,039,000
Number of returns with IRA payments 30
IRA payments amount $306,000
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 100
Domestic production activities deduction amount $3,245,000
Number of returns with itemized deductions 2,460
Total itemized deductions amount $185,771,000
Amount of AGI for itemized returns $1,270,899,000
Number of returns with State and local income taxes 2,430
State and local income taxes amount $68,539,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $59,000
Number of returns with real estate taxes 2,330
Real estate taxes amount $19,336,000
Number of returns with taxes paid 2,460
Taxes paid amount $89,710,000
Number of returns with mortgage interest paid 1,950
Mortgage interest paid amount $24,819,000
Number of returns with contributions 2,340
Contributions amount $68,600,000
Number of returns with taxable income 2,500
Taxable income amount $1,084,969,000
Number of returns with income tax before credits 2,500
Income tax before credits amount $303,961,000
Number of returns with alternative minimum tax 1,460
Alternative minimum tax amount $9,731,000
Number of returns with total tax credits 1,420
Total tax credits amount $5,402,000
Number of returns with foreign tax credit 1,120
Foreign tax credit amount $4,231,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $164,000
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 60
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 530
Self-employment tax amount $5,543,000
Number of returns with total tax payments 2,490
Total tax payments amount $320,229,000
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 2,490
Income tax amount [10] $298,559,000
Number of returns with tax liability 2,500
Total tax liability amount [11] $314,381,000
Number of returns with net investment income tax 1,550
Net investment income tax $6,291,000
Number of returns with tax due at time of filing 1,280
Tax due at time of filing amount [12] $30,795,000
Number of returns with overpayments refunded 870
Overpayments refunded amount [13] $14,144,000
Number of returns with credit to next year’s estimated tax 430
Credited to next year’s estimated tax amount $22,202,000

[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.