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ZIP Code Database - Facts & Stats

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ZIP Code 28211 Income Tax Stats

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

ZIP Code 28211 Data

Zip Code:28211
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]


28211 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28211 [1] 14,200
Total Number of Single Tax Returns for ZIP Code 28211 3,420
Total Number of Joint Tax Returns for ZIP Code 28211 6,080
Total Number of Dependents for ZIP Code 28211 8,860
Total Adjusted Gross Income for ZIP Code 28211 $3,767,464,000
Average Income per Person for ZIP Code 28211 $132,085
Average Income per Household for ZIP Code 28211 $265,314

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


Adjusted Gross Income: 1 under $25,000

Number of returns 3,640
Number of single returns 2,790
Number of joint returns 250
Number of head of household returns 540
Number of returns with paid preparer's signature 1,880
Number of exemptions 4,050
Number of dependents 1,190
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 530
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $41,470,000
Number of returns with total income 3,640
Salaries and wages amount $42,565,000
Number of returns with salaries and wages 2,660
Salaries and wages amount $30,313
Number of returns with taxable interest 710
Taxable interest amount $404
Number of returns with ordinary dividends 820
Ordinary dividends amount $1,813,000
Number of returns with qualified dividends 780
Qualified dividends amount [6] $1,318
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $4,461,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $1,043,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $1,778,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,574,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $149,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $313,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $172,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $1,095,000
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 70
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 30
IRA payments amount $79,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $166,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $179,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $6,091,000
Amount of AGI for itemized returns $4,701,000
Number of returns with State and local income taxes 150
State and local income taxes amount $222,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $98,000
Number of returns with real estate taxes 210
Real estate taxes amount $845,000
Number of returns with taxes paid 330
Taxes paid amount $1,264,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $926,000
Number of returns with contributions 240
Contributions amount $429,000
Number of returns with taxable income 1,680
Taxable income amount $9,904,000
Number of returns with income tax before credits 1,540
Income tax before credits amount $1,073,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $158,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $89,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 80
Child tax credit amount $24,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 570
Self-employment tax amount $756,000
Number of returns with total tax payments 3,030
Total tax payments amount $6,325,000
Number of returns with earned income credit 1,020
Earned income credit amount [8] $2,552,000
Number of returns with excess earned income credit 870
Excess earned income credit (refundable) amount [9] $2,168,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $720,000
Number of returns with refundable education credit 170
Refundable education credit amount $157,000
Number of returns with income tax 1,300
Income tax amount [10] $915,000
Number of returns with tax liability 1,780
Total tax liability amount [11] $1,718,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $440,000
Number of returns with overpayments refunded 2,710
Overpayments refunded amount [13] $4,950,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $87,000

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

Number of returns 2,340
Number of single returns 1,640
Number of joint returns 320
Number of head of household returns 310
Number of returns with paid preparer's signature 990
Number of exemptions 3,440
Number of dependents 820
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 390
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $86,338,000
Number of returns with total income 2,340
Salaries and wages amount $88,128,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $70,119
Number of returns with taxable interest 540
Taxable interest amount $586
Number of returns with ordinary dividends 490
Ordinary dividends amount $2,080,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,517
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $116
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $3,511,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,543,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,032,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $4,452,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $111,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $2,566,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $655,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,790,000
Number of returns with educator expenses 110
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $402,000
Number of returns with IRA payments 50
IRA payments amount $189,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $506,000
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 510
Total itemized deductions amount $8,794,000
Amount of AGI for itemized returns $19,214,000
Number of returns with State and local income taxes 400
State and local income taxes amount $769,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $82,000
Number of returns with real estate taxes 340
Real estate taxes amount $1,226,000
Number of returns with taxes paid 500
Taxes paid amount $2,217,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,434,000
Number of returns with contributions 400
Contributions amount $1,222,000
Number of returns with taxable income 2,250
Taxable income amount $51,010,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $6,460,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $567,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $204,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 270
Child tax credit amount $247,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $689,000
Number of returns with total tax payments 2,240
Total tax payments amount $9,750,000
Number of returns with earned income credit 320
Earned income credit amount [8] $666,000
Number of returns with excess earned income credit 260
Excess earned income credit (refundable) amount [9] $540,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $315,000
Number of returns with refundable education credit 120
Refundable education credit amount $99,000
Number of returns with income tax 1,990
Income tax amount [10] $5,894,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $6,681,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $926,000
Number of returns with overpayments refunded 1,790
Overpayments refunded amount [13] $3,812,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $150,000

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

Number of returns 1,550
Number of single returns 950
Number of joint returns 420
Number of head of household returns 120
Number of returns with paid preparer's signature 770
Number of exemptions 2,510
Number of dependents 540
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $95,374,000
Number of returns with total income 1,550
Salaries and wages amount $97,441,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $68,014
Number of returns with taxable interest 590
Taxable interest amount $680
Number of returns with ordinary dividends 490
Ordinary dividends amount $3,146,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $2,249
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $175
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,156,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $2,791,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $4,222,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $7,502,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $183,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $6,009,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $911,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,067,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $316,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $630,000
Number of returns with IRA payments 50
IRA payments amount $240,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $355,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 710
Total itemized deductions amount $14,842,000
Amount of AGI for itemized returns $44,437,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,858,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $86,000
Number of returns with real estate taxes 540
Real estate taxes amount $2,403,000
Number of returns with taxes paid 710
Taxes paid amount $4,544,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $3,006,000
Number of returns with contributions 570
Contributions amount $2,050,000
Number of returns with taxable income 1,520
Taxable income amount $64,268,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $9,474,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $487,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 220
Child tax credit amount $293,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 220
Self-employment tax amount $732,000
Number of returns with total tax payments 1,500
Total tax payments amount $11,454,000
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 50
Additional child tax credit amount $78,000
Number of returns with refundable education credit 70
Refundable education credit amount $62,000
Number of returns with income tax 1,450
Income tax amount [10] $8,986,000
Number of returns with tax liability 1,480
Total tax liability amount [11] $9,792,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $1,268,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $2,630,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $260,000

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

Number of returns 1,100
Number of single returns 470
Number of joint returns 540
Number of head of household returns 60
Number of returns with paid preparer's signature 590
Number of exemptions 2,140
Number of dependents 500
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] 90
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $95,419,000
Number of returns with total income 1,100
Salaries and wages amount $97,264,000
Number of returns with salaries and wages 880
Salaries and wages amount $66,659
Number of returns with taxable interest 510
Taxable interest amount $755
Number of returns with ordinary dividends 470
Ordinary dividends amount $3,746,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $2,824
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $220
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,569,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $2,671,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,820,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $6,252,000
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 290
Taxable Social Security benefits amount $6,616,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,648,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $1,845,000
Number of returns with educator expenses 30
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 60
Self-employment health insurance deduction amount $528,000
Number of returns with IRA payments 30
IRA payments amount $208,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $156,000
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 650
Total itemized deductions amount $14,792,000
Amount of AGI for itemized returns $56,937,000
Number of returns with State and local income taxes 600
State and local income taxes amount $2,546,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $62,000
Number of returns with real estate taxes 540
Real estate taxes amount $2,422,000
Number of returns with taxes paid 650
Taxes paid amount $5,249,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $3,282,000
Number of returns with contributions 550
Contributions amount $2,442,000
Number of returns with taxable income 1,090
Taxable income amount $67,532,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $10,519,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $498,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $61,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $346,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $645,000
Number of returns with total tax payments 1,070
Total tax payments amount $12,229,000
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 30
Refundable education credit amount $27,000
Number of returns with income tax 1,060
Income tax amount [10] $10,021,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $10,780,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $1,177,000
Number of returns with overpayments refunded 690
Overpayments refunded amount [13] $2,094,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $503,000

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

Number of returns 2,310
Number of single returns 550
Number of joint returns 1,630
Number of head of household returns 100
Number of returns with paid preparer's signature 1,330
Number of exemptions 5,490
Number of dependents 1,560
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 790
Adjust gross income (AGI) [5] $328,550,000
Number of returns with total income 2,310
Salaries and wages amount $334,602,000
Number of returns with salaries and wages 1,900
Salaries and wages amount $223,440
Number of returns with taxable interest 1,390
Taxable interest amount $2,688
Number of returns with ordinary dividends 1,350
Ordinary dividends amount $14,343,000
Number of returns with qualified dividends 1,290
Qualified dividends amount [6] $11,459
Number of returns with state and local income tax refunds 1,020
State and local income tax refunds amount $1,024
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $11,140,000
Number of returns with net capital gain (less loss) 1,240
Net capital gain (less loss) amount $16,297,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $16,881,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $17,970,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $168,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $15,463,000
Number of returns with partnership/S-corp net income (less loss) 450
Partnership/S-corp net income (less loss) amount $11,303,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $6,052,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,149,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $1,880,000
Number of returns with IRA payments 100
IRA payments amount $542,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $264,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $110,000
Number of returns with itemized deductions 1,970
Total itemized deductions amount $55,958,000
Amount of AGI for itemized returns $283,804,000
Number of returns with State and local income taxes 1,900
State and local income taxes amount $13,798,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $78,000
Number of returns with real estate taxes 1,790
Real estate taxes amount $9,654,000
Number of returns with taxes paid 1,970
Taxes paid amount $24,289,000
Number of returns with mortgage interest paid 1,500
Mortgage interest paid amount $14,542,000
Number of returns with contributions 1,800
Contributions amount $9,133,000
Number of returns with taxable income 2,310
Taxable income amount $246,442,000
Number of returns with income tax before credits 2,290
Income tax before credits amount $42,943,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $218,000
Number of returns with total tax credits 1,100
Total tax credits amount $952,000
Number of returns with foreign tax credit 660
Foreign tax credit amount $199,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $128,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $180,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $330,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 450
Self-employment tax amount $2,311,000
Number of returns with total tax payments 2,270
Total tax payments amount $46,617,000
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 110
Refundable education credit amount $114,000
Number of returns with income tax 2,280
Income tax amount [10] $41,991,000
Number of returns with tax liability 2,300
Total tax liability amount [11] $44,523,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 910
Tax due at time of filing amount [12] $4,985,000
Number of returns with overpayments refunded 1,250
Overpayments refunded amount [13] $6,040,000
Number of returns with credit to next year’s estimated tax 190
Credited to next year’s estimated tax amount $971,000

Adjusted Gross Income: $200,000 or more

Number of returns 3,260
Number of single returns 260
Number of joint returns 2,920
Number of head of household returns 60
Number of returns with paid preparer's signature 2,500
Number of exemptions 10,420
Number of dependents 4,250
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] 30
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $3,120,313,000
Number of returns with total income 3,260
Salaries and wages amount $3,161,965,000
Number of returns with salaries and wages 2,850
Salaries and wages amount $1,334,816
Number of returns with taxable interest 2,740
Taxable interest amount $30,144
Number of returns with ordinary dividends 2,640
Ordinary dividends amount $114,130,000
Number of returns with qualified dividends 2,590
Qualified dividends amount [6] $89,989
Number of returns with state and local income tax refunds 1,600
State and local income tax refunds amount $10,877
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $53,873,000
Number of returns with net capital gain (less loss) 2,630
Net capital gain (less loss) amount $476,753,000
Number of returns with taxable individual retirement arrangements distributions 600
Taxable individual retirement arrangements distributions amount $26,700,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $16,090,000
Number of farm returns 30
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $76,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $13,085,000
Number of returns with partnership/S-corp net income (less loss) 1,510
Partnership/S-corp net income (less loss) amount $497,723,000
Number of returns with total statutory adjustments 1,420
Total statutory adjustments amount $41,652,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 340
Self-employment retirement plans amount $14,731,000
Number of returns with self-employment health insurance deduction 560
Self-employment health insurance deduction amount $8,246,000
Number of returns with IRA payments 40
IRA payments amount $348,000
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 160
Domestic production activities deduction amount $7,960,000
Number of returns with itemized deductions 3,230
Total itemized deductions amount $435,925,000
Amount of AGI for itemized returns $3,106,747,000
Number of returns with State and local income taxes 3,200
State and local income taxes amount $162,314,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $61,000
Number of returns with real estate taxes 3,090
Real estate taxes amount $37,580,000
Number of returns with taxes paid 3,230
Taxes paid amount $202,447,000
Number of returns with mortgage interest paid 2,650
Mortgage interest paid amount $45,601,000
Number of returns with contributions 3,100
Contributions amount $124,707,000
Number of returns with taxable income 3,260
Taxable income amount $2,666,249,000
Number of returns with income tax before credits 3,250
Income tax before credits amount $738,536,000
Number of returns with alternative minimum tax 1,910
Alternative minimum tax amount $14,790,000
Number of returns with total tax credits 2,040
Total tax credits amount $12,993,000
Number of returns with foreign tax credit 1,690
Foreign tax credit amount $5,117,000
Number of returns with child and dependent care credit 430
Child and dependent care credit amount $228,000
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 90
Residential energy tax credit amount $87,000
Number of returns with self-employment tax 960
Self-employment tax amount $11,875,000
Number of returns with total tax payments 3,240
Total tax payments amount $785,643,000
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 3,250
Income tax amount [10] $725,542,000
Number of returns with tax liability 3,260
Total tax liability amount [11] $763,507,000
Number of returns with net investment income tax 2,330
Net investment income tax $16,523,000
Number of returns with tax due at time of filing 1,570
Tax due at time of filing amount [12] $48,579,000
Number of returns with overpayments refunded 1,050
Overpayments refunded amount [13] $18,291,000
Number of returns with credit to next year’s estimated tax 730
Credited to next year’s estimated tax amount $51,878,000

[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.