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ZIP Code Database - Facts & Stats

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ZIP Code 28226 Income Tax Stats

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

ZIP Code 28226 Data

Zip Code:28226
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]




28226 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28226 [1] 19,050
Total Number of Single Tax Returns for ZIP Code 28226 6,140
Total Number of Joint Tax Returns for ZIP Code 28226 8,160
Total Number of Dependents for ZIP Code 28226 11,190
Total Adjusted Gross Income for ZIP Code 28226 $2,220,199,000
Average Income per Person for ZIP Code 28226 $59,545
Average Income per Household for ZIP Code 28226 $116,546

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] 5,660
Number of single returns 4,330
Number of joint returns 590
Number of head of household returns 640
Number of returns with paid preparer's signature 2,740
Number of exemptions 6,440
Number of dependents 1,610
Adjust gross income (AGI) [2] $64,868,000
Number of returns with total income 5,660
Salaries and wages amount $66,882,000
Number of returns with salaries and wages 4,050
Salaries and wages amount $46,305
Number of returns with taxable interest 1,180
Taxable interest amount $991
Number of returns with ordinary dividends 1,200
Ordinary dividends amount $2,913,000
Number of returns with qualified dividends 1,120
Qualified dividends amount [3] $1,988
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $139
Number of returns with business or professional net income (less loss) 1,050
Business or professional net income (less loss) amount $6,465,000
Number of returns with net capital gain (less loss) 1,040
Net capital gain (less loss) amount $1,100,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $3,212,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $5,404,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [4] $1,420,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $678,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount ($172,000)
Number of returns with total statutory adjustments 1,270
Total statutory adjustments amount $2,014,000
Number of returns with educator expenses 50
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 130
Self-employment health insurance deduction amount $460,000
Number of returns with IRA payments 30
IRA payments amount $99,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $264,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $279,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 770
Total itemized deductions amount $13,085,000
Amount of AGI for itemized returns $10,987,000
Number of returns with State and local income taxes 330
State and local income taxes amount $501,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $214,000
Number of returns with real estate taxes 560
Real estate taxes amount $1,937,000
Number of returns with taxes paid 750
Taxes paid amount $2,970,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,373,000
Number of returns with contributions 570
Contributions amount $1,012,000
Number of returns with taxable income 2,610
Taxable income amount $15,253,000
Number of returns with income tax before credits 2,410
Income tax before credits amount $1,577,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $227,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 120
Child tax credit amount $38,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 860
Self-employment tax amount $1,068,000
Number of returns with total tax payments 4,710
Total tax payments amount $8,671,000
Number of returns with earned income credit 1,380
Earned income credit amount [5] $2,900,000
Number of returns with excess earned income credit 1,170
Excess earned income credit (refundable) amount [6] $2,395,000
Number of returns with additional child tax credit 710
Additional child tax credit amount $877,000
Number of returns with refundable education credit 330
Refundable education credit amount $279,000
Number of returns with income tax 2,030
Income tax amount [7] $1,350,000
Number of returns with tax liability 2,740
Total tax liability amount [8] $2,482,000
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 780
Tax due at time of filing amount [9] $606,000
Number of returns with overpayments refunded 4,190
Overpayments refunded amount [10] $6,574,000

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

Number of returns [1] 3,830
Number of single returns 2,300
Number of joint returns 860
Number of head of household returns 550
Number of returns with paid preparer's signature 1,840
Number of exemptions 6,410
Number of dependents 1,730
Adjust gross income (AGI) [2] $140,399,000
Number of returns with total income 3,830
Salaries and wages amount $143,033,000
Number of returns with salaries and wages 3,220
Salaries and wages amount $109,982
Number of returns with taxable interest 960
Taxable interest amount $863
Number of returns with ordinary dividends 800
Ordinary dividends amount $3,560,000
Number of returns with qualified dividends 750
Qualified dividends amount [3] $2,437
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $514
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $5,523,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $1,198,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $4,877,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $9,224,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [4] $1,371,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $4,980,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $891,000
Number of returns with total statutory adjustments 1,190
Total statutory adjustments amount $2,634,000
Number of returns with educator expenses 160
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $650,000
Number of returns with IRA payments 90
IRA payments amount $278,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $564,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $94,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,230
Total itemized deductions amount $20,361,000
Amount of AGI for itemized returns $46,996,000
Number of returns with State and local income taxes 940
State and local income taxes amount $2,038,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $236,000
Number of returns with real estate taxes 960
Real estate taxes amount $3,170,000
Number of returns with taxes paid 1,220
Taxes paid amount $5,723,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $4,813,000
Number of returns with contributions 990
Contributions amount $2,408,000
Number of returns with taxable income 3,650
Taxable income amount $76,580,000
Number of returns with income tax before credits 3,600
Income tax before credits amount $9,411,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,320
Total tax credits amount $1,010,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $303,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $82,000
Number of returns with child tax credit 570
Child tax credit amount $500,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,013,000
Number of returns with total tax payments 3,680
Total tax payments amount $14,488,000
Number of returns with earned income credit 520
Earned income credit amount [5] $922,000
Number of returns with excess earned income credit 400
Excess earned income credit (refundable) amount [6] $727,000
Number of returns with additional child tax credit 460
Additional child tax credit amount $665,000
Number of returns with refundable education credit 200
Refundable education credit amount $176,000
Number of returns with income tax 3,160
Income tax amount [7] $8,401,000
Number of returns with tax liability 3,320
Total tax liability amount [8] $9,505,000
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 790
Tax due at time of filing amount [9] $1,151,000
Number of returns with overpayments refunded 2,920
Overpayments refunded amount [10] $5,994,000

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

Number of returns [1] 2,460
Number of single returns 1,190
Number of joint returns 990
Number of head of household returns 220
Number of returns with paid preparer's signature 1,250
Number of exemptions 4,640
Number of dependents 1,190
Adjust gross income (AGI) [2] $152,226,000
Number of returns with total income 2,460
Salaries and wages amount $154,561,000
Number of returns with salaries and wages 2,020
Salaries and wages amount $112,039
Number of returns with taxable interest 960
Taxable interest amount $911
Number of returns with ordinary dividends 750
Ordinary dividends amount $3,571,000
Number of returns with qualified dividends 710
Qualified dividends amount [3] $2,571
Number of returns with state and local income tax refunds 930
State and local income tax refunds amount $829
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $4,738,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $1,851,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $6,288,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $11,992,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $817,000
Number of returns with taxable Social Security benefits 570
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 $1,147,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $2,336,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $370,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $597,000
Number of returns with IRA payments 70
IRA payments amount $321,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $344,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $114,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $32,000
Number of returns with itemized deductions 1,370
Total itemized deductions amount $24,895,000
Amount of AGI for itemized returns $85,868,000
Number of returns with State and local income taxes 1,230
State and local income taxes amount $4,222,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $146,000
Number of returns with real estate taxes 1,160
Real estate taxes amount $3,755,000
Number of returns with taxes paid 1,370
Taxes paid amount $8,532,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $6,706,000
Number of returns with contributions 1,180
Contributions amount $3,439,000
Number of returns with taxable income 2,440
Taxable income amount $99,803,000
Number of returns with income tax before credits 2,420
Income tax before credits amount $14,250,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 940
Total tax credits amount $1,116,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $57,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $239,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 490
Child tax credit amount $723,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 320
Self-employment tax amount $955,000
Number of returns with total tax payments 2,390
Total tax payments amount $16,808,000
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 90
Additional child tax credit amount $130,000
Number of returns with refundable education credit 140
Refundable education credit amount $132,000
Number of returns with income tax 2,330
Income tax amount [7] $13,133,000
Number of returns with tax liability 2,370
Total tax liability amount [8] $14,228,000
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 730
Tax due at time of filing amount [9] $1,672,000
Number of returns with overpayments refunded 1,650
Overpayments refunded amount [10] $4,055,000

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

Number of returns [1] 1,630
Number of single returns 470
Number of joint returns 1,040
Number of head of household returns 100
Number of returns with paid preparer's signature 850
Number of exemptions 3,680
Number of dependents 1,020
Adjust gross income (AGI) [2] $141,564,000
Number of returns with total income 1,630
Salaries and wages amount $143,914,000
Number of returns with salaries and wages 1,330
Salaries and wages amount $97,521
Number of returns with taxable interest 830
Taxable interest amount $1,213
Number of returns with ordinary dividends 690
Ordinary dividends amount $4,258,000
Number of returns with qualified dividends 660
Qualified dividends amount [3] $2,915
Number of returns with state and local income tax refunds 800
State and local income tax refunds amount $842
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $5,158,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $2,539,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $7,369,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $10,490,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $501,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,644,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $3,127,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $2,350,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $760,000
Number of returns with IRA payments 60
IRA payments amount $360,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $204,000
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 1,140
Total itemized deductions amount $23,792,000
Amount of AGI for itemized returns $99,845,000
Number of returns with State and local income taxes 1,060
State and local income taxes amount $5,064,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $88,000
Number of returns with real estate taxes 1,040
Real estate taxes amount $3,930,000
Number of returns with taxes paid 1,140
Taxes paid amount $9,476,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $6,462,000
Number of returns with contributions 1,000
Contributions amount $3,224,000
Number of returns with taxable income 1,620
Taxable income amount $98,210,000
Number of returns with income tax before credits 1,610
Income tax before credits amount $14,572,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $996,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $33,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $189,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $675,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 250
Self-employment tax amount $883,000
Number of returns with total tax payments 1,600
Total tax payments amount $16,240,000
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 110
Refundable education credit amount $99,000
Number of returns with income tax 1,600
Income tax amount [7] $13,576,000
Number of returns with tax liability 1,610
Total tax liability amount [8] $14,574,000
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 540
Tax due at time of filing amount [9] $1,773,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [10] $3,163,000

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

Number of returns [1] 3,080
Number of single returns 440
Number of joint returns 2,510
Number of head of household returns 90
Number of returns with paid preparer's signature 1,750
Number of exemptions 8,190
Number of dependents 2,600
Adjust gross income (AGI) [2] $430,930,000
Number of returns with total income 3,080
Salaries and wages amount $437,987,000
Number of returns with salaries and wages 2,690
Salaries and wages amount $310,637
Number of returns with taxable interest 1,920
Taxable interest amount $3,487
Number of returns with ordinary dividends 1,760
Ordinary dividends amount $13,775,000
Number of returns with qualified dividends 1,670
Qualified dividends amount [3] $10,029
Number of returns with state and local income tax refunds 1,960
State and local income tax refunds amount $2,786
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $14,117,000
Number of returns with net capital gain (less loss) 1,530
Net capital gain (less loss) amount $11,042,000
Number of returns with taxable individual retirement arrangements distributions 670
Taxable individual retirement arrangements distributions amount $20,515,000
Number of returns with taxable pensions and annuities 800
Taxable pensions and annuities amount $24,056,000
Number of farm returns 40
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $712,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $18,503,000
Number of returns with partnership/S-corp net income (less loss) 590
Partnership/S-corp net income (less loss) amount $14,682,000
Number of returns with total statutory adjustments 1,190
Total statutory adjustments amount $7,057,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,274,000
Number of returns with self-employment health insurance deduction 250
Self-employment health insurance deduction amount $1,970,000
Number of returns with IRA payments 140
IRA payments amount $803,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $293,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $129,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $116,000
Number of returns with itemized deductions 2,830
Total itemized deductions amount $80,960,000
Amount of AGI for itemized returns $399,193,000
Number of returns with State and local income taxes 2,720
State and local income taxes amount $22,933,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $126,000
Number of returns with real estate taxes 2,660
Real estate taxes amount $13,333,000
Number of returns with taxes paid 2,830
Taxes paid amount $37,802,000
Number of returns with mortgage interest paid 2,340
Mortgage interest paid amount $21,410,000
Number of returns with contributions 2,630
Contributions amount $12,408,000
Number of returns with taxable income 3,080
Taxable income amount $315,292,000
Number of returns with income tax before credits 3,060
Income tax before credits amount $54,940,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $418,000
Number of returns with total tax credits 1,590
Total tax credits amount $1,660,000
Number of returns with foreign tax credit 700
Foreign tax credit amount $247,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $171,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $351,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 560
Child tax credit amount $678,000
Number of returns with residential energy tax credit 180
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 540
Self-employment tax amount $2,418,000
Number of returns with total tax payments 3,050
Total tax payments amount $59,328,000
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 240
Refundable education credit amount $226,000
Number of returns with income tax 3,050
Income tax amount [7] $53,280,000
Number of returns with tax liability 3,060
Total tax liability amount [8] $56,106,000
Number of returns with Additional Medicare tax 30
Additional Medicare tax $14,000
Number of returns with net investment income tax 0
Net investment income tax $14,000
Number of returns with tax due at time of filing 1,190
Tax due at time of filing amount [9] $5,725,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [10] $7,800,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 2,390
Number of single returns 150
Number of joint returns 2,170
Number of head of household returns 50
Number of returns with paid preparer's signature 1,730
Number of exemptions 7,600
Number of dependents 3,040
Adjust gross income (AGI) [2] $1,290,212,000
Number of returns with total income 2,390
Salaries and wages amount $1,313,138,000
Number of returns with salaries and wages 2,130
Salaries and wages amount $771,395
Number of returns with taxable interest 1,980
Taxable interest amount $12,459
Number of returns with ordinary dividends 1,880
Ordinary dividends amount $40,565,000
Number of returns with qualified dividends 1,830
Qualified dividends amount [3] $29,124
Number of returns with state and local income tax refunds 980
State and local income tax refunds amount $4,003
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $42,844,000
Number of returns with net capital gain (less loss) 1,810
Net capital gain (less loss) amount $144,298,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $16,250,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $15,634,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [4] $121,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $9,064,000
Number of returns with partnership/S-corp net income (less loss) 1,030
Partnership/S-corp net income (less loss) amount $240,832,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $22,926,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 230
Self-employment retirement plans amount $8,580,000
Number of returns with self-employment health insurance deduction 430
Self-employment health insurance deduction amount $5,180,000
Number of returns with IRA payments 30
IRA payments amount $321,000
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 70
Domestic production activities deduction amount $1,608,000
Number of returns with itemized deductions 2,360
Total itemized deductions amount $176,063,000
Amount of AGI for itemized returns $1,276,058,000
Number of returns with State and local income taxes 2,330
State and local income taxes amount $89,348,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $55,000
Number of returns with real estate taxes 2,270
Real estate taxes amount $21,175,000
Number of returns with taxes paid 2,360
Taxes paid amount $112,553,000
Number of returns with mortgage interest paid 1,980
Mortgage interest paid amount $29,060,000
Number of returns with contributions 2,290
Contributions amount $39,263,000
Number of returns with taxable income 2,380
Taxable income amount $1,098,842,000
Number of returns with income tax before credits 2,390
Income tax before credits amount $319,746,000
Number of returns with alternative minimum tax 1,610
Alternative minimum tax amount $11,413,000
Number of returns with total tax credits 1,340
Total tax credits amount $3,799,000
Number of returns with foreign tax credit 1,050
Foreign tax credit amount $2,355,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $125,000
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 130
Residential energy tax credit amount $77,000
Number of returns with self-employment tax 640
Self-employment tax amount $7,645,000
Number of returns with total tax payments 2,370
Total tax payments amount $320,067,000
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 2,390
Income tax amount [7] $316,495,000
Number of returns with tax liability 2,390
Total tax liability amount [8] $332,511,000
Number of returns with Additional Medicare tax 1,440
Additional Medicare tax $3,772,000
Number of returns with net investment income tax 1,460
Net investment income tax $3,772,000
Number of returns with tax due at time of filing 1,220
Tax due at time of filing amount [9] $36,573,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [10] $9,158,000

[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.