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ZIP Code Database - Facts & Stats

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ZIP Code 28216 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2013

ZIP Code 28216 Data

Zip Code:28216
City:Charlotte
State:NC [North Carolina]
Counties: MECKLENBURG, NC
City Alias(es):Charlotte
Area Code:704
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




28216 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28216 [1] 23,760
Total Number of Single Tax Returns for ZIP Code 28216 5,010
Total Number of Joint Tax Returns for ZIP Code 28216 5,240
Total Number of Dependents for ZIP Code 28216 18,340
Total Adjusted Gross Income for ZIP Code 28216 $969,954,000
Average Income per Person for ZIP Code 28216 $20,546
Average Income per Household for ZIP Code 28216 $40,823

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


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 10,810
Number of single returns 6,070
Number of joint returns 800
Number of head of household returns 3,770
Number of returns with paid preparer's signature 5,770
Number of exemptions 18,360
Number of dependents 7,870
Adjust gross income (AGI) [2] $139,519,000
Number of returns with total income 10,810
Salaries and wages amount $142,172,000
Number of returns with salaries and wages 9,020
Salaries and wages amount $112,131
Number of returns with taxable interest 770
Taxable interest amount $263
Number of returns with ordinary dividends 320
Ordinary dividends amount $362,000
Number of returns with qualified dividends 270
Qualified dividends amount [3] $227
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $200
Number of returns with business or professional net income (less loss) 2,400
Business or professional net income (less loss) amount $13,243,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $1,677,000
Number of returns with taxable pensions and annuities 1,060
Taxable pensions and annuities amount $8,586,000
Number of farm returns 0
Number of returns with unemployment compensation 950
Unemployment compensation amount [4] $4,701,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $510,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $236,000
Number of returns with total statutory adjustments 2,530
Total statutory adjustments amount $2,653,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
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 $243,000
Number of returns with IRA payments 50
IRA payments amount $89,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $366,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $360,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 850
Total itemized deductions amount $11,009,000
Amount of AGI for itemized returns $13,482,000
Number of returns with State and local income taxes 440
State and local income taxes amount $523,000
Number of returns with State and local general sales tax 330
State and local general sales tax amount $190,000
Number of returns with real estate taxes 570
Real estate taxes amount $975,000
Number of returns with taxes paid 830
Taxes paid amount $1,869,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $2,872,000
Number of returns with contributions 650
Contributions amount $1,705,000
Number of returns with taxable income 4,120
Taxable income amount $22,845,000
Number of returns with income tax before credits 4,100
Income tax before credits amount $2,407,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,570
Total tax credits amount $545,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 550
Nonrefundable education credit amount $271,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $75,000
Number of returns with child tax credit 470
Child tax credit amount $140,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,880
Self-employment tax amount $2,500,000
Number of returns with total tax payments 10,220
Total tax payments amount $29,562,000
Number of returns with earned income credit 5,570
Earned income credit amount [5] $16,347,000
Number of returns with excess earned income credit 5,190
Excess earned income credit (refundable) amount [6] $14,328,000
Number of returns with additional child tax credit 3,660
Additional child tax credit amount $4,584,000
Number of returns with refundable education credit 1,320
Refundable education credit amount $1,199,000
Number of returns with income tax 2,940
Income tax amount [7] $1,863,000
Number of returns with tax liability 4,810
Total tax liability amount [8] $4,469,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [9] $688,000
Number of returns with overpayments refunded 9,650
Overpayments refunded amount [10] $25,872,000

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

Number of returns [1] 7,040
Number of single returns 3,240
Number of joint returns 1,140
Number of head of household returns 2,350
Number of returns with paid preparer's signature 3,490
Number of exemptions 14,010
Number of dependents 5,830
Adjust gross income (AGI) [2] $252,219,000
Number of returns with total income 7,040
Salaries and wages amount $254,664,000
Number of returns with salaries and wages 6,550
Salaries and wages amount $225,301
Number of returns with taxable interest 840
Taxable interest amount $320
Number of returns with ordinary dividends 430
Ordinary dividends amount $536,000
Number of returns with qualified dividends 370
Qualified dividends amount [3] $356
Number of returns with state and local income tax refunds 1,280
State and local income tax refunds amount $904
Number of returns with business or professional net income (less loss) 970
Business or professional net income (less loss) amount $1,787,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $369,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $2,599,000
Number of returns with taxable pensions and annuities 1,150
Taxable pensions and annuities amount $15,170,000
Number of farm returns 0
Number of returns with unemployment compensation 490
Unemployment compensation amount [4] $3,056,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $4,112,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $675,000
Number of returns with total statutory adjustments 1,710
Total statutory adjustments amount $2,445,000
Number of returns with educator expenses 230
Educator expenses amount $54,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $144,000
Number of returns with IRA payments 100
IRA payments amount $272,000
Number of returns with student loan interest deduction 920
Student loan interest deduction amount $971,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $125,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,340
Total itemized deductions amount $32,591,000
Amount of AGI for itemized returns $89,166,000
Number of returns with State and local income taxes 2,040
State and local income taxes amount $4,052,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $248,000
Number of returns with real estate taxes 1,740
Real estate taxes amount $2,611,000
Number of returns with taxes paid 2,330
Taxes paid amount $7,474,000
Number of returns with mortgage interest paid 1,680
Mortgage interest paid amount $9,390,000
Number of returns with contributions 1,980
Contributions amount $6,359,000
Number of returns with taxable income 6,780
Taxable income amount $127,749,000
Number of returns with income tax before credits 6,770
Income tax before credits amount $15,805,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,310
Total tax credits amount $3,136,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 600
Child and dependent care credit amount $345,000
Number of returns with nonrefundable education credit 880
Nonrefundable education credit amount $912,000
Number of returns with retirement savings contribution credit 1,070
Retirement savings contribution credit amount $164,000
Number of returns with child tax credit 1,860
Child tax credit amount $1,654,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 470
Self-employment tax amount $797,000
Number of returns with total tax payments 6,910
Total tax payments amount $27,184,000
Number of returns with earned income credit 2,020
Earned income credit amount [5] $3,844,000
Number of returns with excess earned income credit 1,720
Excess earned income credit (refundable) amount [6] $3,321,000
Number of returns with additional child tax credit 1,610
Additional child tax credit amount $2,307,000
Number of returns with refundable education credit 680
Refundable education credit amount $591,000
Number of returns with income tax 5,230
Income tax amount [7] $12,668,000
Number of returns with tax liability 5,550
Total tax liability amount [8] $13,728,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,180
Tax due at time of filing amount [9] $1,738,000
Number of returns with overpayments refunded 5,840
Overpayments refunded amount [10] $15,202,000

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

Number of returns [1] 2,860
Number of single returns 1,130
Number of joint returns 1,050
Number of head of household returns 540
Number of returns with paid preparer's signature 1,450
Number of exemptions 5,910
Number of dependents 2,000
Adjust gross income (AGI) [2] $173,368,000
Number of returns with total income 2,860
Salaries and wages amount $174,985,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $146,389
Number of returns with taxable interest 690
Taxable interest amount $321
Number of returns with ordinary dividends 370
Ordinary dividends amount $533,000
Number of returns with qualified dividends 320
Qualified dividends amount [3] $300
Number of returns with state and local income tax refunds 1,120
State and local income tax refunds amount $924
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $1,399,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $503,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,244,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $14,260,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [4] $1,118,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $5,688,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $602,000
Number of returns with total statutory adjustments 880
Total statutory adjustments amount $1,617,000
Number of returns with educator expenses 120
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $230,000
Number of returns with IRA payments 60
IRA payments amount $144,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $478,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $189,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,610
Total itemized deductions amount $26,807,000
Amount of AGI for itemized returns $98,499,000
Number of returns with State and local income taxes 1,470
State and local income taxes amount $4,937,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $131,000
Number of returns with real estate taxes 1,360
Real estate taxes amount $2,368,000
Number of returns with taxes paid 1,610
Taxes paid amount $7,909,000
Number of returns with mortgage interest paid 1,300
Mortgage interest paid amount $7,798,000
Number of returns with contributions 1,400
Contributions amount $5,627,000
Number of returns with taxable income 2,850
Taxable income amount $111,949,000
Number of returns with income tax before credits 2,840
Income tax before credits amount $16,022,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,160
Total tax credits amount $1,773,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $132,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $421,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 790
Child tax credit amount $1,151,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 220
Self-employment tax amount $443,000
Number of returns with total tax payments 2,820
Total tax payments amount $18,893,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 140
Additional child tax credit amount $164,000
Number of returns with refundable education credit 230
Refundable education credit amount $212,000
Number of returns with income tax 2,700
Income tax amount [7] $14,248,000
Number of returns with tax liability 2,740
Total tax liability amount [8] $14,989,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [9] $1,614,000
Number of returns with overpayments refunded 2,100
Overpayments refunded amount [10] $5,489,000

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

Number of returns [1] 1,410
Number of single returns 350
Number of joint returns 910
Number of head of household returns 140
Number of returns with paid preparer's signature 750
Number of exemptions 3,450
Number of dependents 1,140
Adjust gross income (AGI) [2] $121,212,000
Number of returns with total income 1,410
Salaries and wages amount $122,342,000
Number of returns with salaries and wages 1,310
Salaries and wages amount $99,810
Number of returns with taxable interest 450
Taxable interest amount $250
Number of returns with ordinary dividends 280
Ordinary dividends amount $551,000
Number of returns with qualified dividends 250
Qualified dividends amount [3] $363
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $761
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $1,616,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $658,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,683,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $9,516,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $527,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,562,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,155,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,130,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $161,000
Number of returns with IRA payments 30
IRA payments amount $123,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $278,000
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 1,020
Total itemized deductions amount $19,489,000
Amount of AGI for itemized returns $87,762,000
Number of returns with State and local income taxes 950
State and local income taxes amount $4,520,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $75,000
Number of returns with real estate taxes 900
Real estate taxes amount $1,835,000
Number of returns with taxes paid 1,010
Taxes paid amount $6,793,000
Number of returns with mortgage interest paid 860
Mortgage interest paid amount $5,702,000
Number of returns with contributions 910
Contributions amount $3,943,000
Number of returns with taxable income 1,410
Taxable income amount $84,047,000
Number of returns with income tax before credits 1,410
Income tax before credits amount $12,712,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $1,092,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $99,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $231,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $740,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 140
Self-employment tax amount $306,000
Number of returns with total tax payments 1,400
Total tax payments amount $13,852,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 130
Refundable education credit amount $122,000
Number of returns with income tax 1,400
Income tax amount [7] $11,620,000
Number of returns with tax liability 1,410
Total tax liability amount [8] $12,121,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [9] $1,214,000
Number of returns with overpayments refunded 990
Overpayments refunded amount [10] $2,900,000

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

Number of returns [1] 1,360
Number of single returns 180
Number of joint returns 1,090
Number of head of household returns 80
Number of returns with paid preparer's signature 730
Number of exemptions 3,610
Number of dependents 1,170
Adjust gross income (AGI) [2] $178,357,000
Number of returns with total income 1,360
Salaries and wages amount $180,040,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $147,214
Number of returns with taxable interest 630
Taxable interest amount $434
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,160,000
Number of returns with qualified dividends 460
Qualified dividends amount [3] $808
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $1,038
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,387,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,788,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $4,249,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $12,583,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $457,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $4,510,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $3,438,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,683,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $473,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $515,000
Number of returns with IRA payments 40
IRA payments amount $201,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $230,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,190
Total itemized deductions amount $30,237,000
Amount of AGI for itemized returns $157,318,000
Number of returns with State and local income taxes 1,130
State and local income taxes amount $9,126,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $67,000
Number of returns with real estate taxes 1,100
Real estate taxes amount $3,218,000
Number of returns with taxes paid 1,190
Taxes paid amount $13,013,000
Number of returns with mortgage interest paid 1,030
Mortgage interest paid amount $8,470,000
Number of returns with contributions 1,090
Contributions amount $5,720,000
Number of returns with taxable income 1,350
Taxable income amount $132,286,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $23,129,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $108,000
Number of returns with total tax credits 610
Total tax credits amount $820,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $115,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $224,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $386,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 140
Self-employment tax amount $524,000
Number of returns with total tax payments 1,350
Total tax payments amount $24,166,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 140
Refundable education credit amount $132,000
Number of returns with income tax 1,350
Income tax amount [7] $22,309,000
Number of returns with tax liability 1,350
Total tax liability amount [8] $23,047,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [9] $2,161,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [10] $3,155,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 280
Number of single returns 20
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 190
Number of exemptions 860
Number of dependents 330
Adjust gross income (AGI) [2] $105,279,000
Number of returns with total income 280
Salaries and wages amount $106,222,000
Number of returns with salaries and wages 270
Salaries and wages amount $78,549
Number of returns with taxable interest 200
Taxable interest amount $574
Number of returns with ordinary dividends 190
Ordinary dividends amount $1,718,000
Number of returns with qualified dividends 190
Qualified dividends amount [3] $1,265
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $312
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $428,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $3,424,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,648,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $3,686,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $652,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $14,010,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $944,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 270
Total itemized deductions amount $13,528,000
Amount of AGI for itemized returns $102,977,000
Number of returns with State and local income taxes 270
State and local income taxes amount $6,681,000
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 260
Real estate taxes amount $1,580,000
Number of returns with taxes paid 270
Taxes paid amount $8,471,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $2,829,000
Number of returns with contributions 260
Contributions amount $2,614,000
Number of returns with taxable income 280
Taxable income amount $89,418,000
Number of returns with income tax before credits 280
Income tax before credits amount $24,653,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $863,000
Number of returns with total tax credits 110
Total tax credits amount $113,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $243,000
Number of returns with total tax payments 280
Total tax payments amount $23,494,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $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 280
Income tax amount [7] $24,462,000
Number of returns with tax liability 280
Total tax liability amount [8] $25,283,000
Number of returns with Additional Medicare tax 160
Additional Medicare tax $263,000
Number of returns with net investment income tax 140
Net investment income tax $263,000
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [9] $2,928,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [10] $735,000

[1] 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] Does not include returns with adjusted gross deficit.

[3] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates. The maximum qualified dividends tax rate is 15%.

[4] 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.

[5] 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 6 below for explanation of the refundable portion of the earned income credit.

[6] 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.

[7] Income tax reflects the amount reported on Form 1040 line 55. It also includes data from Form 1040A and 1040EZ filers.

[8] “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.

[9] 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.

[10] The amount of overpayments the tax filer requested to have refunded.