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ZIP Code Database - Facts & Stats

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ZIP Code 28269 Income Tax Stats

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

ZIP Code 28269 Data

Zip Code:28269
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]


28269 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28269 [1] 37,970
Total Number of Single Tax Returns for ZIP Code 28269 10,130
Total Number of Joint Tax Returns for ZIP Code 28269 10,940
Total Number of Dependents for ZIP Code 28269 26,120
Total Adjusted Gross Income for ZIP Code 28269 $2,118,268,000
Average Income per Person for ZIP Code 28269 $29,815
Average Income per Household for ZIP Code 28269 $55,788

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 13,070
Number of single returns 8,770
Number of joint returns 990
Number of head of household returns 3,080
Number of returns with paid preparer's signature 5,990
Number of exemptions 17,890
Number of dependents 6,420
Total number of volunteer prepared returns [5] 370
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 230
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 3,250
Number of elderly returns [4] 1,650
Adjust gross income (AGI) [5] $164,864,000
Number of returns with total income 13,070
Salaries and wages amount $168,256,000
Number of returns with salaries and wages 10,810
Salaries and wages amount $138,012
Number of returns with taxable interest 950
Taxable interest amount $424
Number of returns with ordinary dividends 600
Ordinary dividends amount $723,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $453
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $109
Number of returns with business or professional net income (less loss) 3,030
Business or professional net income (less loss) amount $14,131,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $467,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $3,218,000
Number of returns with taxable pensions and annuities 1,240
Taxable pensions and annuities amount $9,952,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $794,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $940,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $251,000
Number of returns with total statutory adjustments 2,870
Total statutory adjustments amount $3,392,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $173,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $214,000
Number of returns with IRA payments 50
IRA payments amount $175,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $440,000
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 1,020
Total itemized deductions amount $14,314,000
Amount of AGI for itemized returns $15,824,000
Number of returns with State and local income taxes 560
State and local income taxes amount $505,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $256,000
Number of returns with real estate taxes 700
Real estate taxes amount $1,572,000
Number of returns with taxes paid 1,000
Taxes paid amount $2,614,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,458,000
Number of returns with contributions 770
Contributions amount $1,939,000
Number of returns with taxable income 5,670
Taxable income amount $32,291,000
Number of returns with income tax before credits 5,750
Income tax before credits amount $3,474,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,820
Total tax credits amount $650,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 570
Nonrefundable education credit amount $322,000
Number of returns with retirement savings contribution credit 670
Retirement savings contribution credit amount $112,000
Number of returns with child tax credit 480
Child tax credit amount $146,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 2,170
Self-employment tax amount $3,053,000
Number of returns with total tax payments 12,150
Total tax payments amount $29,927,000
Number of returns with earned income credit 5,160
Earned income credit amount [8] $14,401,000
Number of returns with excess earned income credit 4,590
Excess earned income credit (refundable) amount [9] $12,367,000
Number of returns with additional child tax credit 3,120
Additional child tax credit amount $3,938,000
Number of returns with refundable education credit 990
Refundable education credit amount $874,000
Number of returns with income tax 4,520
Income tax amount [10] $2,824,000
Number of returns with tax liability 6,520
Total tax liability amount [11] $6,174,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,260
Tax due at time of filing amount [12] $1,313,000
Number of returns with overpayments refunded 11,310
Overpayments refunded amount [13] $24,987,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $18,000

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

Number of returns 10,160
Number of single returns 5,070
Number of joint returns 1,590
Number of head of household returns 3,100
Number of returns with paid preparer's signature 4,680
Number of exemptions 19,020
Number of dependents 7,320
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 2,690
Number of elderly returns [4] 1,290
Adjust gross income (AGI) [5] $373,880,000
Number of returns with total income 10,160
Salaries and wages amount $378,608,000
Number of returns with salaries and wages 9,270
Salaries and wages amount $334,393
Number of returns with taxable interest 1,120
Taxable interest amount $504
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,111,000
Number of returns with qualified dividends 550
Qualified dividends amount [6] $776
Number of returns with state and local income tax refunds 1,060
State and local income tax refunds amount $451
Number of returns with business or professional net income (less loss) 1,880
Business or professional net income (less loss) amount $6,352,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $851,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $5,659,000
Number of returns with taxable pensions and annuities 1,520
Taxable pensions and annuities amount $19,735,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [7] $874,000
Number of returns with taxable Social Security benefits 920
Taxable Social Security benefits amount $6,553,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $2,143,000
Number of returns with total statutory adjustments 2,880
Total statutory adjustments amount $4,728,000
Number of returns with educator expenses 350
Educator expenses amount $85,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $440,000
Number of returns with IRA payments 160
IRA payments amount $548,000
Number of returns with student loan interest deduction 1,510
Student loan interest deduction amount $1,642,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $116,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,820
Total itemized deductions amount $42,845,000
Amount of AGI for itemized returns $109,919,000
Number of returns with State and local income taxes 2,470
State and local income taxes amount $4,208,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $304,000
Number of returns with real estate taxes 2,030
Real estate taxes amount $4,036,000
Number of returns with taxes paid 2,810
Taxes paid amount $9,382,000
Number of returns with mortgage interest paid 1,980
Mortgage interest paid amount $10,458,000
Number of returns with contributions 2,290
Contributions amount $8,104,000
Number of returns with taxable income 9,810
Taxable income amount $194,768,000
Number of returns with income tax before credits 9,810
Income tax before credits amount $24,548,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 4,690
Total tax credits amount $4,575,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 900
Child and dependent care credit amount $538,000
Number of returns with nonrefundable education credit 1,110
Nonrefundable education credit amount $1,178,000
Number of returns with retirement savings contribution credit 1,840
Retirement savings contribution credit amount $322,000
Number of returns with child tax credit 2,600
Child tax credit amount $2,415,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $53,000
Number of returns with self-employment tax 870
Self-employment tax amount $2,185,000
Number of returns with total tax payments 9,890
Total tax payments amount $40,934,000
Number of returns with earned income credit 2,720
Earned income credit amount [8] $5,381,000
Number of returns with excess earned income credit 2,230
Excess earned income credit (refundable) amount [9] $4,401,000
Number of returns with additional child tax credit 2,000
Additional child tax credit amount $2,748,000
Number of returns with refundable education credit 820
Refundable education credit amount $736,000
Number of returns with income tax 7,830
Income tax amount [10] $19,973,000
Number of returns with tax liability 8,350
Total tax liability amount [11] $22,753,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,910
Tax due at time of filing amount [12] $3,632,000
Number of returns with overpayments refunded 8,200
Overpayments refunded amount [13] $21,641,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $36,000

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

Number of returns 5,790
Number of single returns 2,450
Number of joint returns 1,910
Number of head of household returns 1,150
Number of returns with paid preparer's signature 2,680
Number of exemptions 11,800
Number of dependents 4,090
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 1,080
Number of elderly returns [4] 980
Adjust gross income (AGI) [5] $354,911,000
Number of returns with total income 5,790
Salaries and wages amount $358,762,000
Number of returns with salaries and wages 5,320
Salaries and wages amount $307,892
Number of returns with taxable interest 1,190
Taxable interest amount $491
Number of returns with ordinary dividends 720
Ordinary dividends amount $1,533,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $1,064
Number of returns with state and local income tax refunds 1,420
State and local income tax refunds amount $670
Number of returns with business or professional net income (less loss) 990
Business or professional net income (less loss) amount $3,455,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $1,577,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $5,634,000
Number of returns with taxable pensions and annuities 1,220
Taxable pensions and annuities amount $23,416,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $470,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $10,595,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $2,949,000
Number of returns with total statutory adjustments 1,930
Total statutory adjustments amount $3,851,000
Number of returns with educator expenses 220
Educator expenses amount $56,000
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 $301,000
Number of returns with IRA payments 140
IRA payments amount $541,000
Number of returns with student loan interest deduction 1,120
Student loan interest deduction amount $1,300,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $199,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,020
Total itemized deductions amount $51,788,000
Amount of AGI for itemized returns $187,072,000
Number of returns with State and local income taxes 2,840
State and local income taxes amount $7,870,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $182,000
Number of returns with real estate taxes 2,470
Real estate taxes amount $5,465,000
Number of returns with taxes paid 3,010
Taxes paid amount $14,598,000
Number of returns with mortgage interest paid 2,410
Mortgage interest paid amount $13,512,000
Number of returns with contributions 2,540
Contributions amount $10,123,000
Number of returns with taxable income 5,750
Taxable income amount $229,513,000
Number of returns with income tax before credits 5,750
Income tax before credits amount $33,115,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $41,000
Number of returns with total tax credits 2,410
Total tax credits amount $3,655,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $252,000
Number of returns with nonrefundable education credit 570
Nonrefundable education credit amount $709,000
Number of returns with retirement savings contribution credit 360
Retirement savings contribution credit amount $60,000
Number of returns with child tax credit 1,670
Child tax credit amount $2,466,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $64,000
Number of returns with self-employment tax 470
Self-employment tax amount $1,176,000
Number of returns with total tax payments 5,690
Total tax payments amount $39,473,000
Number of returns with earned income credit 40
Earned income credit amount [8] $13,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $10,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $343,000
Number of returns with refundable education credit 380
Refundable education credit amount $361,000
Number of returns with income tax 5,500
Income tax amount [10] $29,460,000
Number of returns with tax liability 5,580
Total tax liability amount [11] $31,109,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,430
Tax due at time of filing amount [12] $3,576,000
Number of returns with overpayments refunded 4,320
Overpayments refunded amount [13] $11,751,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $32,000

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

Number of returns 3,380
Number of single returns 950
Number of joint returns 1,940
Number of head of household returns 400
Number of returns with paid preparer's signature 1,650
Number of exemptions 7,920
Number of dependents 2,610
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] 430
Number of elderly returns [4] 660
Adjust gross income (AGI) [5] $292,656,000
Number of returns with total income 3,380
Salaries and wages amount $295,147,000
Number of returns with salaries and wages 3,110
Salaries and wages amount $248,590
Number of returns with taxable interest 1,010
Taxable interest amount $467
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,560,000
Number of returns with qualified dividends 610
Qualified dividends amount [6] $1,159
Number of returns with state and local income tax refunds 1,090
State and local income tax refunds amount $585
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $4,307,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $2,298,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $6,090,000
Number of returns with taxable pensions and annuities 760
Taxable pensions and annuities amount $19,243,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $276,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $9,689,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,543,000
Number of returns with total statutory adjustments 1,030
Total statutory adjustments amount $2,491,000
Number of returns with educator expenses 150
Educator expenses amount $40,000
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 $272,000
Number of returns with IRA payments 70
IRA payments amount $359,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $638,000
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 2,060
Total itemized deductions amount $40,955,000
Amount of AGI for itemized returns $178,874,000
Number of returns with State and local income taxes 1,950
State and local income taxes amount $7,833,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $172,000
Number of returns with real estate taxes 1,810
Real estate taxes amount $4,243,000
Number of returns with taxes paid 2,060
Taxes paid amount $13,085,000
Number of returns with mortgage interest paid 1,730
Mortgage interest paid amount $10,904,000
Number of returns with contributions 1,800
Contributions amount $8,017,000
Number of returns with taxable income 3,370
Taxable income amount $205,330,000
Number of returns with income tax before credits 3,370
Income tax before credits amount $31,669,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,510
Total tax credits amount $2,472,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $54,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $184,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $414,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,120
Child tax credit amount $1,691,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 340
Self-employment tax amount $968,000
Number of returns with total tax payments 3,340
Total tax payments amount $35,236,000
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 40
Additional child tax credit amount $38,000
Number of returns with refundable education credit 230
Refundable education credit amount $210,000
Number of returns with income tax 3,330
Income tax amount [10] $29,198,000
Number of returns with tax liability 3,340
Total tax liability amount [11] $30,467,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $2,929,000
Number of returns with overpayments refunded 2,450
Overpayments refunded amount [13] $7,522,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $59,000

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

Number of returns 4,560
Number of single returns 630
Number of joint returns 3,620
Number of head of household returns 260
Number of returns with paid preparer's signature 2,130
Number of exemptions 12,660
Number of dependents 4,480
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] 390
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $615,283,000
Number of returns with total income 4,560
Salaries and wages amount $620,546,000
Number of returns with salaries and wages 4,340
Salaries and wages amount $530,821
Number of returns with taxable interest 1,930
Taxable interest amount $1,234
Number of returns with ordinary dividends 1,510
Ordinary dividends amount $4,812,000
Number of returns with qualified dividends 1,430
Qualified dividends amount [6] $3,688
Number of returns with state and local income tax refunds 2,070
State and local income tax refunds amount $1,360
Number of returns with business or professional net income (less loss) 900
Business or professional net income (less loss) amount $7,801,000
Number of returns with net capital gain (less loss) 1,260
Net capital gain (less loss) amount $8,368,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $12,271,000
Number of returns with taxable pensions and annuities 1,060
Taxable pensions and annuities amount $31,294,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $451,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $12,549,000
Number of returns with partnership/S-corp net income (less loss) 370
Partnership/S-corp net income (less loss) amount $8,700,000
Number of returns with total statutory adjustments 1,720
Total statutory adjustments amount $5,263,000
Number of returns with educator expenses 240
Educator expenses amount $65,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $454,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $796,000
Number of returns with IRA payments 160
IRA payments amount $849,000
Number of returns with student loan interest deduction 780
Student loan interest deduction amount $962,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $212,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $243,000
Number of returns with itemized deductions 3,750
Total itemized deductions amount $88,791,000
Amount of AGI for itemized returns $514,364,000
Number of returns with State and local income taxes 3,680
State and local income taxes amount $24,640,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $162,000
Number of returns with real estate taxes 3,500
Real estate taxes amount $10,179,000
Number of returns with taxes paid 3,750
Taxes paid amount $36,712,000
Number of returns with mortgage interest paid 3,370
Mortgage interest paid amount $23,733,000
Number of returns with contributions 3,350
Contributions amount $17,911,000
Number of returns with taxable income 4,560
Taxable income amount $465,438,000
Number of returns with income tax before credits 4,560
Income tax before credits amount $81,458,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $238,000
Number of returns with total tax credits 2,130
Total tax credits amount $2,715,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $78,000
Number of returns with child and dependent care credit 620
Child and dependent care credit amount $328,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $691,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,060
Child tax credit amount $1,392,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $95,000
Number of returns with self-employment tax 500
Self-employment tax amount $1,564,000
Number of returns with total tax payments 4,540
Total tax payments amount $85,410,000
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 420
Refundable education credit amount $410,000
Number of returns with income tax 4,550
Income tax amount [10] $78,743,000
Number of returns with tax liability 4,560
Total tax liability amount [11] $81,171,000
Number of returns with net investment income tax 20
Net investment income tax $0
Number of returns with tax due at time of filing 1,680
Tax due at time of filing amount [12] $6,963,000
Number of returns with overpayments refunded 2,830
Overpayments refunded amount [13] $10,832,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $280,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,010
Number of single returns 80
Number of joint returns 890
Number of head of household returns 30
Number of returns with paid preparer's signature 520
Number of exemptions 3,100
Number of dependents 1,200
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] 190
Adjust gross income (AGI) [5] $316,674,000
Number of returns with total income 1,010
Salaries and wages amount $319,407,000
Number of returns with salaries and wages 970
Salaries and wages amount $236,771
Number of returns with taxable interest 630
Taxable interest amount $809
Number of returns with ordinary dividends 580
Ordinary dividends amount $4,513,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $3,624
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $721
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $5,029,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $33,437,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $4,934,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $9,416,000
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 80
Taxable Social Security benefits amount $1,640,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $18,945,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $2,733,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $682,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $690,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 980
Total itemized deductions amount $36,835,000
Amount of AGI for itemized returns $307,266,000
Number of returns with State and local income taxes 970
State and local income taxes amount $15,603,000
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 920
Real estate taxes amount $3,528,000
Number of returns with taxes paid 980
Taxes paid amount $20,185,000
Number of returns with mortgage interest paid 820
Mortgage interest paid amount $7,148,000
Number of returns with contributions 910
Contributions amount $8,982,000
Number of returns with taxable income 1,010
Taxable income amount $268,673,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $64,441,000
Number of returns with alternative minimum tax 490
Alternative minimum tax amount $1,990,000
Number of returns with total tax credits 400
Total tax credits amount $277,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $125,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $60,000
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 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 150
Self-employment tax amount $891,000
Number of returns with total tax payments 1,000
Total tax payments amount $63,189,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,010
Income tax amount [10] $64,164,000
Number of returns with tax liability 1,010
Total tax liability amount [11] $66,726,000
Number of returns with net investment income tax 390
Net investment income tax $793,000
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $7,504,000
Number of returns with overpayments refunded 400
Overpayments refunded amount [13] $2,874,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,035,000

[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.