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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: 2013

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] 35,230
Total Number of Single Tax Returns for ZIP Code 28269 10,480
Total Number of Joint Tax Returns for ZIP Code 28269 11,070
Total Number of Dependents for ZIP Code 28269 26,780
Total Adjusted Gross Income for ZIP Code 28269 $1,880,217,000
Average Income per Person for ZIP Code 28269 $26,464
Average Income per Household for ZIP Code 28269 $53,370

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] 12,480
Number of single returns 7,970
Number of joint returns 1,020
Number of head of household returns 3,240
Number of returns with paid preparer's signature 6,060
Number of exemptions 18,770
Number of dependents 7,260
Adjust gross income (AGI) [2] $157,368,000
Number of returns with total income 12,480
Salaries and wages amount $160,742,000
Number of returns with salaries and wages 10,280
Salaries and wages amount $127,929
Number of returns with taxable interest 1,160
Taxable interest amount $650
Number of returns with ordinary dividends 660
Ordinary dividends amount $804,000
Number of returns with qualified dividends 590
Qualified dividends amount [3] $440
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $275
Number of returns with business or professional net income (less loss) 2,590
Business or professional net income (less loss) amount $11,748,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $307,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $2,803,000
Number of returns with taxable pensions and annuities 1,270
Taxable pensions and annuities amount $10,307,000
Number of farm returns 0
Number of returns with unemployment compensation 1,010
Unemployment compensation amount [4] $5,598,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $698,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $221,000
Number of returns with total statutory adjustments 2,820
Total statutory adjustments amount $3,374,000
Number of returns with educator expenses 140
Educator expenses amount $34,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $329,000
Number of returns with IRA payments 60
IRA payments amount $131,000
Number of returns with student loan interest deduction 600
Student loan interest deduction amount $595,000
Number of returns with tuition and fees deduction 180
Tuition and fees deduction amount $483,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,250
Total itemized deductions amount $16,980,000
Amount of AGI for itemized returns $19,271,000
Number of returns with State and local income taxes 670
State and local income taxes amount $752,000
Number of returns with State and local general sales tax 460
State and local general sales tax amount $267,000
Number of returns with real estate taxes 890
Real estate taxes amount $1,781,000
Number of returns with taxes paid 1,230
Taxes paid amount $3,047,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $4,896,000
Number of returns with contributions 920
Contributions amount $2,097,000
Number of returns with taxable income 5,220
Taxable income amount $29,793,000
Number of returns with income tax before credits 5,150
Income tax before credits amount $3,143,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,910
Total tax credits amount $731,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 750
Nonrefundable education credit amount $409,000
Number of returns with retirement savings contribution credit 560
Retirement savings contribution credit amount $88,000
Number of returns with child tax credit 490
Child tax credit amount $155,000
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 $2,528,000
Number of returns with total tax payments 11,620
Total tax payments amount $29,232,000
Number of returns with earned income credit 5,170
Earned income credit amount [5] $14,393,000
Number of returns with excess earned income credit 4,730
Excess earned income credit (refundable) amount [6] $12,531,000
Number of returns with additional child tax credit 3,330
Additional child tax credit amount $4,226,000
Number of returns with refundable education credit 1,410
Refundable education credit amount $1,229,000
Number of returns with income tax 3,820
Income tax amount [7] $2,412,000
Number of returns with tax liability 5,670
Total tax liability amount [8] $5,080,000
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 1,060
Tax due at time of filing amount [9] $845,000
Number of returns with overpayments refunded 10,890
Overpayments refunded amount [10] $25,077,000

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

Number of returns [1] 9,510
Number of single returns 4,530
Number of joint returns 1,760
Number of head of household returns 2,870
Number of returns with paid preparer's signature 4,510
Number of exemptions 18,670
Number of dependents 7,420
Adjust gross income (AGI) [2] $347,277,000
Number of returns with total income 9,510
Salaries and wages amount $351,870,000
Number of returns with salaries and wages 8,820
Salaries and wages amount $309,016
Number of returns with taxable interest 1,390
Taxable interest amount $632
Number of returns with ordinary dividends 740
Ordinary dividends amount $1,248,000
Number of returns with qualified dividends 670
Qualified dividends amount [3] $814
Number of returns with state and local income tax refunds 1,960
State and local income tax refunds amount $1,420
Number of returns with business or professional net income (less loss) 1,380
Business or professional net income (less loss) amount $4,539,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $496,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $4,614,000
Number of returns with taxable pensions and annuities 1,540
Taxable pensions and annuities amount $18,420,000
Number of farm returns 0
Number of returns with unemployment compensation 710
Unemployment compensation amount [4] $4,247,000
Number of returns with taxable Social Security benefits 790
Taxable Social Security benefits amount $5,382,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $1,506,000
Number of returns with total statutory adjustments 2,720
Total statutory adjustments amount $4,593,000
Number of returns with educator expenses 450
Educator expenses amount $105,000
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 $439,000
Number of returns with IRA payments 190
IRA payments amount $601,000
Number of returns with student loan interest deduction 1,460
Student loan interest deduction amount $1,546,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $324,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,320
Total itemized deductions amount $47,815,000
Amount of AGI for itemized returns $127,601,000
Number of returns with State and local income taxes 2,910
State and local income taxes amount $5,965,000
Number of returns with State and local general sales tax 340
State and local general sales tax amount $313,000
Number of returns with real estate taxes 2,600
Real estate taxes amount $4,842,000
Number of returns with taxes paid 3,310
Taxes paid amount $12,010,000
Number of returns with mortgage interest paid 2,540
Mortgage interest paid amount $14,502,000
Number of returns with contributions 2,770
Contributions amount $8,028,000
Number of returns with taxable income 9,170
Taxable income amount $178,067,000
Number of returns with income tax before credits 9,140
Income tax before credits amount $22,071,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 4,520
Total tax credits amount $4,425,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 910
Child and dependent care credit amount $522,000
Number of returns with nonrefundable education credit 1,350
Nonrefundable education credit amount $1,378,000
Number of returns with retirement savings contribution credit 1,410
Retirement savings contribution credit amount $227,000
Number of returns with child tax credit 2,480
Child tax credit amount $2,219,000
Number of returns with residential energy tax credit 180
Residential energy tax credit amount $51,000
Number of returns with self-employment tax 680
Self-employment tax amount $1,478,000
Number of returns with total tax payments 9,340
Total tax payments amount $37,499,000
Number of returns with earned income credit 2,520
Earned income credit amount [5] $4,638,000
Number of returns with excess earned income credit 2,170
Excess earned income credit (refundable) amount [6] $3,992,000
Number of returns with additional child tax credit 2,140
Additional child tax credit amount $3,078,000
Number of returns with refundable education credit 960
Refundable education credit amount $845,000
Number of returns with income tax 7,060
Income tax amount [7] $17,646,000
Number of returns with tax liability 7,550
Total tax liability amount [8] $19,410,000
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 1,560
Tax due at time of filing amount [9] $2,397,000
Number of returns with overpayments refunded 7,890
Overpayments refunded amount [10] $20,433,000

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

Number of returns [1] 5,210
Number of single returns 2,000
Number of joint returns 2,150
Number of head of household returns 910
Number of returns with paid preparer's signature 2,630
Number of exemptions 11,200
Number of dependents 3,830
Adjust gross income (AGI) [2] $320,239,000
Number of returns with total income 5,210
Salaries and wages amount $323,549,000
Number of returns with salaries and wages 4,850
Salaries and wages amount $275,398
Number of returns with taxable interest 1,290
Taxable interest amount $506
Number of returns with ordinary dividends 790
Ordinary dividends amount $1,275,000
Number of returns with qualified dividends 710
Qualified dividends amount [3] $733
Number of returns with state and local income tax refunds 2,220
State and local income tax refunds amount $1,946
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $3,281,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $818,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $5,887,000
Number of returns with taxable pensions and annuities 1,130
Taxable pensions and annuities amount $21,432,000
Number of farm returns 30
Number of returns with unemployment compensation 360
Unemployment compensation amount [4] $2,264,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $8,872,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $2,295,000
Number of returns with total statutory adjustments 1,760
Total statutory adjustments amount $3,309,000
Number of returns with educator expenses 230
Educator expenses amount $60,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $155,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $361,000
Number of returns with IRA payments 140
IRA payments amount $456,000
Number of returns with student loan interest deduction 940
Student loan interest deduction amount $846,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $264,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,200
Total itemized deductions amount $54,883,000
Amount of AGI for itemized returns $198,071,000
Number of returns with State and local income taxes 2,990
State and local income taxes amount $10,131,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $178,000
Number of returns with real estate taxes 2,700
Real estate taxes amount $5,521,000
Number of returns with taxes paid 3,190
Taxes paid amount $16,733,000
Number of returns with mortgage interest paid 2,640
Mortgage interest paid amount $16,726,000
Number of returns with contributions 2,730
Contributions amount $9,339,000
Number of returns with taxable income 5,190
Taxable income amount $202,277,000
Number of returns with income tax before credits 5,180
Income tax before credits amount $28,700,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,350
Total tax credits amount $3,557,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 440
Child and dependent care credit amount $234,000
Number of returns with nonrefundable education credit 610
Nonrefundable education credit amount $750,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $33,000
Number of returns with child tax credit 1,630
Child tax credit amount $2,429,000
Number of returns with residential energy tax credit 160
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 440
Self-employment tax amount $968,000
Number of returns with total tax payments 5,150
Total tax payments amount $34,874,000
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 270
Additional child tax credit amount $369,000
Number of returns with refundable education credit 430
Refundable education credit amount $381,000
Number of returns with income tax 4,940
Income tax amount [7] $25,143,000
Number of returns with tax liability 5,010
Total tax liability amount [8] $26,560,000
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 1,190
Tax due at time of filing amount [9] $2,436,000
Number of returns with overpayments refunded 3,990
Overpayments refunded amount [10] $10,682,000

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

Number of returns [1] 3,030
Number of single returns 720
Number of joint returns 1,960
Number of head of household returns 300
Number of returns with paid preparer's signature 1,450
Number of exemptions 7,620
Number of dependents 2,630
Adjust gross income (AGI) [2] $263,026,000
Number of returns with total income 3,030
Salaries and wages amount $265,393,000
Number of returns with salaries and wages 2,850
Salaries and wages amount $222,735
Number of returns with taxable interest 1,030
Taxable interest amount $531
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,295,000
Number of returns with qualified dividends 610
Qualified dividends amount [3] $871
Number of returns with state and local income tax refunds 1,630
State and local income tax refunds amount $1,651
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $3,040,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,257,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $5,601,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $17,751,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $1,251,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $8,253,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,500,000
Number of returns with total statutory adjustments 1,020
Total statutory adjustments amount $2,367,000
Number of returns with educator expenses 180
Educator expenses amount $50,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $340,000
Number of returns with IRA payments 80
IRA payments amount $323,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $554,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,190
Total itemized deductions amount $43,154,000
Amount of AGI for itemized returns $191,059,000
Number of returns with State and local income taxes 2,110
State and local income taxes amount $10,304,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $106,000
Number of returns with real estate taxes 1,960
Real estate taxes amount $4,530,000
Number of returns with taxes paid 2,190
Taxes paid amount $15,673,000
Number of returns with mortgage interest paid 1,910
Mortgage interest paid amount $13,307,000
Number of returns with contributions 1,950
Contributions amount $7,590,000
Number of returns with taxable income 3,030
Taxable income amount $181,006,000
Number of returns with income tax before credits 3,030
Income tax before credits amount $27,324,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $29,000
Number of returns with total tax credits 1,500
Total tax credits amount $2,555,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 350
Child and dependent care credit amount $193,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $445,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,130
Child tax credit amount $1,823,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 300
Self-employment tax amount $720,000
Number of returns with total tax payments 3,020
Total tax payments amount $30,827,000
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 250
Refundable education credit amount $228,000
Number of returns with income tax 3,010
Income tax amount [7] $24,769,000
Number of returns with tax liability 3,020
Total tax liability amount [8] $25,834,000
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] $1,943,000
Number of returns with overpayments refunded 2,220
Overpayments refunded amount [10] $6,867,000

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

Number of returns [1] 4,290
Number of single returns 510
Number of joint returns 3,540
Number of head of household returns 230
Number of returns with paid preparer's signature 1,980
Number of exemptions 12,550
Number of dependents 4,730
Adjust gross income (AGI) [2] $574,457,000
Number of returns with total income 4,290
Salaries and wages amount $579,126,000
Number of returns with salaries and wages 4,130
Salaries and wages amount $500,954
Number of returns with taxable interest 2,050
Taxable interest amount $993
Number of returns with ordinary dividends 1,560
Ordinary dividends amount $4,000,000
Number of returns with qualified dividends 1,470
Qualified dividends amount [3] $3,020
Number of returns with state and local income tax refunds 2,870
State and local income tax refunds amount $3,320
Number of returns with business or professional net income (less loss) 730
Business or professional net income (less loss) amount $6,317,000
Number of returns with net capital gain (less loss) 1,230
Net capital gain (less loss) amount $4,826,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $9,932,000
Number of returns with taxable pensions and annuities 1,010
Taxable pensions and annuities amount $28,612,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [4] $1,247,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $8,806,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $8,788,000
Number of returns with total statutory adjustments 1,610
Total statutory adjustments amount $4,668,000
Number of returns with educator expenses 270
Educator expenses amount $68,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $252,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $548,000
Number of returns with IRA payments 150
IRA payments amount $741,000
Number of returns with student loan interest deduction 680
Student loan interest deduction amount $679,000
Number of returns with tuition and fees deduction 160
Tuition and fees deduction amount $331,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $152,000
Number of returns with itemized deductions 3,850
Total itemized deductions amount $94,491,000
Amount of AGI for itemized returns $522,003,000
Number of returns with State and local income taxes 3,760
State and local income taxes amount $30,722,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $102,000
Number of returns with real estate taxes 3,610
Real estate taxes amount $9,949,000
Number of returns with taxes paid 3,850
Taxes paid amount $42,529,000
Number of returns with mortgage interest paid 3,490
Mortgage interest paid amount $27,560,000
Number of returns with contributions 3,520
Contributions amount $15,854,000
Number of returns with taxable income 4,290
Taxable income amount $426,090,000
Number of returns with income tax before credits 4,280
Income tax before credits amount $74,625,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $221,000
Number of returns with total tax credits 2,230
Total tax credits amount $3,053,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $112,000
Number of returns with child and dependent care credit 690
Child and dependent care credit amount $384,000
Number of returns with nonrefundable education credit 520
Nonrefundable education credit amount $757,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,210
Child tax credit amount $1,587,000
Number of returns with residential energy tax credit 240
Residential energy tax credit amount $87,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,300,000
Number of returns with total tax payments 4,270
Total tax payments amount $78,573,000
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 460
Refundable education credit amount $462,000
Number of returns with income tax 4,280
Income tax amount [7] $71,571,000
Number of returns with tax liability 4,280
Total tax liability amount [8] $73,628,000
Number of returns with Additional Medicare tax 40
Additional Medicare tax $7,000
Number of returns with net investment income tax 0
Net investment income tax $7,000
Number of returns with tax due at time of filing 1,490
Tax due at time of filing amount [9] $5,849,000
Number of returns with overpayments refunded 2,730
Overpayments refunded amount [10] $10,464,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 710
Number of single returns 50
Number of joint returns 640
Number of head of household returns 0
Number of returns with paid preparer's signature 390
Number of exemptions 2,260
Number of dependents 910
Adjust gross income (AGI) [2] $217,850,000
Number of returns with total income 710
Salaries and wages amount $220,067,000
Number of returns with salaries and wages 690
Salaries and wages amount $171,657
Number of returns with taxable interest 480
Taxable interest amount $515
Number of returns with ordinary dividends 440
Ordinary dividends amount $2,459,000
Number of returns with qualified dividends 440
Qualified dividends amount [3] $1,922
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $803
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $5,467,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $6,448,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,566,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $6,357,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [4] $175,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,021,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $9,840,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $2,218,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $867,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $499,000
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 700
Total itemized deductions amount $29,415,000
Amount of AGI for itemized returns $216,034,000
Number of returns with State and local income taxes 690
State and local income taxes amount $13,371,000
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 670
Real estate taxes amount $2,540,000
Number of returns with taxes paid 700
Taxes paid amount $16,344,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $5,893,000
Number of returns with contributions 670
Contributions amount $6,119,000
Number of returns with taxable income 710
Taxable income amount $181,012,000
Number of returns with income tax before credits 710
Income tax before credits amount $45,324,000
Number of returns with alternative minimum tax 390
Alternative minimum tax amount $1,458,000
Number of returns with total tax credits 280
Total tax credits amount $658,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $529,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $46,000
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 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 120
Self-employment tax amount $778,000
Number of returns with total tax payments 710
Total tax payments amount $43,965,000
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 710
Income tax amount [7] $44,831,000
Number of returns with tax liability 710
Total tax liability amount [8] $46,353,000
Number of returns with Additional Medicare tax 300
Additional Medicare tax $368,000
Number of returns with net investment income tax 240
Net investment income tax $368,000
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [9] $5,110,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [10] $2,397,000

[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.