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ZIP Code Database - Facts & Stats

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ZIP Code 28270 Income Tax Stats

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

ZIP Code 28270 Data

Zip Code:28270
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]




28270 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28270 [1] 14,980
Total Number of Single Tax Returns for ZIP Code 28270 5,610
Total Number of Joint Tax Returns for ZIP Code 28270 7,140
Total Number of Dependents for ZIP Code 28270 10,490
Total Adjusted Gross Income for ZIP Code 28270 $1,478,355,000
Average Income per Person for ZIP Code 28270 $46,895
Average Income per Household for ZIP Code 28270 $98,689

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] 4,260
Number of single returns 3,290
Number of joint returns 440
Number of head of household returns 430
Number of returns with paid preparer's signature 1,940
Number of exemptions 4,460
Number of dependents 1,170
Adjust gross income (AGI) [2] $45,348,000
Number of returns with total income 4,260
Salaries and wages amount $46,866,000
Number of returns with salaries and wages 3,260
Salaries and wages amount $34,908
Number of returns with taxable interest 760
Taxable interest amount $508
Number of returns with ordinary dividends 770
Ordinary dividends amount $1,400,000
Number of returns with qualified dividends 720
Qualified dividends amount [3] $927
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $73
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $4,218,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $578,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,117,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $3,267,000
Number of farm returns 20
Number of returns with unemployment compensation 150
Unemployment compensation amount [4] $856,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $381,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($41,000)
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $1,518,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $385,000
Number of returns with IRA payments 20
IRA payments amount $76,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $179,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $214,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 460
Total itemized deductions amount $7,707,000
Amount of AGI for itemized returns $6,646,000
Number of returns with State and local income taxes 190
State and local income taxes amount $220,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $120,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,141,000
Number of returns with taxes paid 450
Taxes paid amount $1,580,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,979,000
Number of returns with contributions 330
Contributions amount $669,000
Number of returns with taxable income 1,810
Taxable income amount $10,475,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $1,094,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $174,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $113,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 80
Child tax credit amount $21,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 550
Self-employment tax amount $736,000
Number of returns with total tax payments 3,580
Total tax payments amount $5,759,000
Number of returns with earned income credit 920
Earned income credit amount [5] $2,044,000
Number of returns with excess earned income credit 790
Excess earned income credit (refundable) amount [6] $1,689,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $626,000
Number of returns with refundable education credit 260
Refundable education credit amount $221,000
Number of returns with income tax 1,430
Income tax amount [7] $920,000
Number of returns with tax liability 1,910
Total tax liability amount [8] $1,699,000
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 520
Tax due at time of filing amount [9] $414,000
Number of returns with overpayments refunded 3,240
Overpayments refunded amount [10] $4,452,000

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

Number of returns [1] 2,660
Number of single returns 1,500
Number of joint returns 670
Number of head of household returns 420
Number of returns with paid preparer's signature 1,220
Number of exemptions 4,670
Number of dependents 1,350
Adjust gross income (AGI) [2] $97,786,000
Number of returns with total income 2,660
Salaries and wages amount $99,843,000
Number of returns with salaries and wages 2,230
Salaries and wages amount $75,677
Number of returns with taxable interest 730
Taxable interest amount $592
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,865,000
Number of returns with qualified dividends 480
Qualified dividends amount [3] $1,240
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $332
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $4,473,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $716,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,047,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $7,266,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [4] $1,063,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $3,358,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,271,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $2,057,000
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 100
Self-employment health insurance deduction amount $521,000
Number of returns with IRA payments 80
IRA payments amount $259,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $458,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 810
Total itemized deductions amount $13,541,000
Amount of AGI for itemized returns $30,922,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,345,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $143,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,000,000
Number of returns with taxes paid 800
Taxes paid amount $3,702,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $3,622,000
Number of returns with contributions 680
Contributions amount $1,735,000
Number of returns with taxable income 2,530
Taxable income amount $52,306,000
Number of returns with income tax before credits 2,500
Income tax before credits amount $6,454,000
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 $790,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $72,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $252,000
Number of returns with retirement savings contribution credit 270
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 430
Child tax credit amount $386,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 330
Self-employment tax amount $810,000
Number of returns with total tax payments 2,540
Total tax payments amount $9,891,000
Number of returns with earned income credit 440
Earned income credit amount [5] $832,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [6] $634,000
Number of returns with additional child tax credit 340
Additional child tax credit amount $476,000
Number of returns with refundable education credit 190
Refundable education credit amount $156,000
Number of returns with income tax 2,170
Income tax amount [7] $5,664,000
Number of returns with tax liability 2,310
Total tax liability amount [8] $6,542,000
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 610
Tax due at time of filing amount [9] $1,001,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [10] $4,277,000

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

Number of returns [1] 1,740
Number of single returns 690
Number of joint returns 810
Number of head of household returns 190
Number of returns with paid preparer's signature 890
Number of exemptions 3,570
Number of dependents 1,030
Adjust gross income (AGI) [2] $107,621,000
Number of returns with total income 1,740
Salaries and wages amount $109,729,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $79,547
Number of returns with taxable interest 650
Taxable interest amount $632
Number of returns with ordinary dividends 540
Ordinary dividends amount $2,329,000
Number of returns with qualified dividends 500
Qualified dividends amount [3] $1,611
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $601
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $4,178,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,574,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,071,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $8,597,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $530,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,931,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $1,916,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $2,109,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $253,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $555,000
Number of returns with IRA payments 80
IRA payments amount $444,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $216,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,000
Total itemized deductions amount $18,589,000
Amount of AGI for itemized returns $62,396,000
Number of returns with State and local income taxes 880
State and local income taxes amount $2,917,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $93,000
Number of returns with real estate taxes 880
Real estate taxes amount $2,811,000
Number of returns with taxes paid 1,000
Taxes paid amount $6,297,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $5,616,000
Number of returns with contributions 870
Contributions amount $2,502,000
Number of returns with taxable income 1,720
Taxable income amount $68,436,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $9,487,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $963,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $219,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 410
Child tax credit amount $608,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 230
Self-employment tax amount $780,000
Number of returns with total tax payments 1,670
Total tax payments amount $11,187,000
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 80
Additional child tax credit amount $98,000
Number of returns with refundable education credit 120
Refundable education credit amount $109,000
Number of returns with income tax 1,630
Income tax amount [7] $8,524,000
Number of returns with tax liability 1,660
Total tax liability amount [8] $9,395,000
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 490
Tax due at time of filing amount [9] $1,271,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [10] $2,944,000

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

Number of returns [1] 1,410
Number of single returns 330
Number of joint returns 970
Number of head of household returns 90
Number of returns with paid preparer's signature 750
Number of exemptions 3,440
Number of dependents 1,070
Adjust gross income (AGI) [2] $122,394,000
Number of returns with total income 1,410
Salaries and wages amount $124,445,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $90,897
Number of returns with taxable interest 680
Taxable interest amount $732
Number of returns with ordinary dividends 580
Ordinary dividends amount $2,861,000
Number of returns with qualified dividends 540
Qualified dividends amount [3] $2,032
Number of returns with state and local income tax refunds 740
State and local income tax refunds amount $865
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,874,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,813,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $5,006,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,283,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $529,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $6,474,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $2,742,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $2,051,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $577,000
Number of returns with IRA payments 70
IRA payments amount $387,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $210,000
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 1,070
Total itemized deductions amount $22,478,000
Amount of AGI for itemized returns $93,067,000
Number of returns with State and local income taxes 990
State and local income taxes amount $4,810,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $86,000
Number of returns with real estate taxes 980
Real estate taxes amount $3,533,000
Number of returns with taxes paid 1,060
Taxes paid amount $8,816,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $6,649,000
Number of returns with contributions 960
Contributions amount $3,267,000
Number of returns with taxable income 1,400
Taxable income amount $82,678,000
Number of returns with income tax before credits 1,390
Income tax before credits amount $12,056,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $1,067,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $199,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $726,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 230
Self-employment tax amount $708,000
Number of returns with total tax payments 1,390
Total tax payments amount $13,643,000
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 $105,000
Number of returns with income tax 1,380
Income tax amount [7] $10,989,000
Number of returns with tax liability 1,390
Total tax liability amount [8] $11,787,000
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 430
Tax due at time of filing amount [9] $1,256,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [10] $2,954,000

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

Number of returns [1] 3,160
Number of single returns 360
Number of joint returns 2,630
Number of head of household returns 130
Number of returns with paid preparer's signature 1,660
Number of exemptions 9,140
Number of dependents 3,340
Adjust gross income (AGI) [2] $443,603,000
Number of returns with total income 3,160
Salaries and wages amount $449,809,000
Number of returns with salaries and wages 2,900
Salaries and wages amount $349,811
Number of returns with taxable interest 1,860
Taxable interest amount $2,284
Number of returns with ordinary dividends 1,640
Ordinary dividends amount $9,489,000
Number of returns with qualified dividends 1,570
Qualified dividends amount [3] $7,017
Number of returns with state and local income tax refunds 2,020
State and local income tax refunds amount $2,748
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $12,197,000
Number of returns with net capital gain (less loss) 1,430
Net capital gain (less loss) amount $9,243,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $13,968,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $20,334,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $732,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $12,645,000
Number of returns with partnership/S-corp net income (less loss) 520
Partnership/S-corp net income (less loss) amount $14,683,000
Number of returns with total statutory adjustments 1,290
Total statutory adjustments amount $6,206,000
Number of returns with educator expenses 160
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $666,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $1,655,000
Number of returns with IRA payments 140
IRA payments amount $789,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $344,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $190,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $136,000
Number of returns with itemized deductions 2,880
Total itemized deductions amount $79,484,000
Amount of AGI for itemized returns $408,186,000
Number of returns with State and local income taxes 2,790
State and local income taxes amount $23,810,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $166,000
Number of returns with real estate taxes 2,710
Real estate taxes amount $11,740,000
Number of returns with taxes paid 2,880
Taxes paid amount $36,971,000
Number of returns with mortgage interest paid 2,460
Mortgage interest paid amount $22,719,000
Number of returns with contributions 2,700
Contributions amount $11,844,000
Number of returns with taxable income 3,160
Taxable income amount $325,439,000
Number of returns with income tax before credits 3,150
Income tax before credits amount $56,824,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $351,000
Number of returns with total tax credits 1,710
Total tax credits amount $1,822,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $84,000
Number of returns with child and dependent care credit 420
Child and dependent care credit amount $209,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $468,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 710
Child tax credit amount $846,000
Number of returns with residential energy tax credit 180
Residential energy tax credit amount $58,000
Number of returns with self-employment tax 530
Self-employment tax amount $2,125,000
Number of returns with total tax payments 3,130
Total tax payments amount $60,996,000
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 300
Refundable education credit amount $292,000
Number of returns with income tax 3,140
Income tax amount [7] $55,001,000
Number of returns with tax liability 3,150
Total tax liability amount [8] $57,474,000
Number of returns with Additional Medicare tax 30
Additional Medicare tax $5,000
Number of returns with net investment income tax 0
Net investment income tax $5,000
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [9] $5,543,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [10] $8,264,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 1,750
Number of single returns 90
Number of joint returns 1,620
Number of head of household returns 40
Number of returns with paid preparer's signature 1,160
Number of exemptions 5,900
Number of dependents 2,530
Adjust gross income (AGI) [2] $661,603,000
Number of returns with total income 1,750
Salaries and wages amount $673,116,000
Number of returns with salaries and wages 1,620
Salaries and wages amount $473,422
Number of returns with taxable interest 1,330
Taxable interest amount $4,067
Number of returns with ordinary dividends 1,300
Ordinary dividends amount $13,389,000
Number of returns with qualified dividends 1,250
Qualified dividends amount [3] $10,004
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $1,908
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $18,897,000
Number of returns with net capital gain (less loss) 1,220
Net capital gain (less loss) amount $45,706,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $10,122,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $7,498,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $219,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $4,473,000
Number of returns with partnership/S-corp net income (less loss) 580
Partnership/S-corp net income (less loss) amount $86,813,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $11,513,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $4,107,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $2,655,000
Number of returns with IRA payments 30
IRA payments amount $294,000
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 60
Domestic production activities deduction amount $969,000
Number of returns with itemized deductions 1,730
Total itemized deductions amount $92,670,000
Amount of AGI for itemized returns $651,877,000
Number of returns with State and local income taxes 1,710
State and local income taxes amount $44,633,000
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 1,680
Real estate taxes amount $11,099,000
Number of returns with taxes paid 1,730
Taxes paid amount $57,222,000
Number of returns with mortgage interest paid 1,530
Mortgage interest paid amount $18,861,000
Number of returns with contributions 1,660
Contributions amount $17,960,000
Number of returns with taxable income 1,750
Taxable income amount $553,661,000
Number of returns with income tax before credits 1,750
Income tax before credits amount $148,206,000
Number of returns with alternative minimum tax 1,240
Alternative minimum tax amount $6,676,000
Number of returns with total tax credits 890
Total tax credits amount $1,485,000
Number of returns with foreign tax credit 610
Foreign tax credit amount $1,051,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $138,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 400
Self-employment tax amount $3,599,000
Number of returns with total tax payments 1,740
Total tax payments amount $145,641,000
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 1,750
Income tax amount [7] $145,868,000
Number of returns with tax liability 1,750
Total tax liability amount [8] $152,860,000
Number of returns with Additional Medicare tax 1,020
Additional Medicare tax $1,596,000
Number of returns with net investment income tax 920
Net investment income tax $1,596,000
Number of returns with tax due at time of filing 940
Tax due at time of filing amount [9] $16,440,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [10] $5,247,000

[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.