Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 28270 Income Tax Stats

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

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] 15,320
Total Number of Single Tax Returns for ZIP Code 28270 5,390
Total Number of Joint Tax Returns for ZIP Code 28270 7,480
Total Number of Dependents for ZIP Code 28270 10,660
Total Adjusted Gross Income for ZIP Code 28270 $1,839,546,000
Average Income per Person for ZIP Code 28270 $58,352
Average Income per Household for ZIP Code 28270 $120,075

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 3,890
Number of single returns 3,060
Number of joint returns 400
Number of head of household returns 360
Number of returns with paid preparer's signature 1,770
Number of exemptions 3,840
Number of dependents 850
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 430
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $42,441,000
Number of returns with total income 3,890
Salaries and wages amount $43,688,000
Number of returns with salaries and wages 2,900
Salaries and wages amount $32,262
Number of returns with taxable interest 650
Taxable interest amount $398
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,238,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $894
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $58
Number of returns with business or professional net income (less loss) 720
Business or professional net income (less loss) amount $3,731,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $1,023,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,899,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $3,619,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $103,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $439,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $109,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,247,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
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 $310,000
Number of returns with IRA payments 30
IRA payments amount $92,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $147,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $131,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $6,584,000
Amount of AGI for itemized returns $5,185,000
Number of returns with State and local income taxes 150
State and local income taxes amount $241,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $112,000
Number of returns with real estate taxes 250
Real estate taxes amount $806,000
Number of returns with taxes paid 350
Taxes paid amount $1,237,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,462,000
Number of returns with contributions 270
Contributions amount $600,000
Number of returns with taxable income 1,740
Taxable income amount $9,825,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $1,072,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $137,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 70
Child tax credit amount $22,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 570
Self-employment tax amount $753,000
Number of returns with total tax payments 3,290
Total tax payments amount $5,640,000
Number of returns with earned income credit 860
Earned income credit amount [8] $1,793,000
Number of returns with excess earned income credit 690
Excess earned income credit (refundable) amount [9] $1,459,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $471,000
Number of returns with refundable education credit 190
Refundable education credit amount $170,000
Number of returns with income tax 1,460
Income tax amount [10] $935,000
Number of returns with tax liability 1,940
Total tax liability amount [11] $1,756,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $464,000
Number of returns with overpayments refunded 2,920
Overpayments refunded amount [13] $4,300,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $38,000

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

Number of returns 2,540
Number of single returns 1,460
Number of joint returns 560
Number of head of household returns 450
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,310
Number of dependents 1,230
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 400
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $94,291,000
Number of returns with total income 2,540
Salaries and wages amount $96,297,000
Number of returns with salaries and wages 2,120
Salaries and wages amount $74,866
Number of returns with taxable interest 550
Taxable interest amount $380
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,674,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,183
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $135
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $4,491,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,329,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $3,588,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $5,543,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $3,127,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $1,092,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $2,006,000
Number of returns with educator expenses 110
Educator expenses amount $25,000
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 $470,000
Number of returns with IRA payments 60
IRA payments amount $275,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $430,000
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 670
Total itemized deductions amount $11,822,000
Amount of AGI for itemized returns $26,234,000
Number of returns with State and local income taxes 530
State and local income taxes amount $1,033,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $105,000
Number of returns with real estate taxes 520
Real estate taxes amount $1,696,000
Number of returns with taxes paid 660
Taxes paid amount $3,049,000
Number of returns with mortgage interest paid 450
Mortgage interest paid amount $2,798,000
Number of returns with contributions 550
Contributions amount $1,574,000
Number of returns with taxable income 2,430
Taxable income amount $50,642,000
Number of returns with income tax before credits 2,390
Income tax before credits amount $6,383,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $801,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $198,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $72,000
Number of returns with child tax credit 440
Child tax credit amount $429,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 310
Self-employment tax amount $857,000
Number of returns with total tax payments 2,420
Total tax payments amount $10,287,000
Number of returns with earned income credit 450
Earned income credit amount [8] $859,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $652,000
Number of returns with additional child tax credit 310
Additional child tax credit amount $406,000
Number of returns with refundable education credit 140
Refundable education credit amount $120,000
Number of returns with income tax 2,080
Income tax amount [10] $5,582,000
Number of returns with tax liability 2,210
Total tax liability amount [11] $6,557,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $987,000
Number of returns with overpayments refunded 1,930
Overpayments refunded amount [13] $4,588,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $78,000

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

Number of returns 1,780
Number of single returns 780
Number of joint returns 750
Number of head of household returns 190
Number of returns with paid preparer's signature 860
Number of exemptions 3,520
Number of dependents 990
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $110,364,000
Number of returns with total income 1,780
Salaries and wages amount $112,184,000
Number of returns with salaries and wages 1,470
Salaries and wages amount $80,887
Number of returns with taxable interest 630
Taxable interest amount $490
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,855,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,260
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $219
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $3,945,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,902,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,834,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $8,481,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $106,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,912,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,007,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,820,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $357,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $481,000
Number of returns with IRA payments 50
IRA payments amount $209,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $307,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 850
Total itemized deductions amount $16,272,000
Amount of AGI for itemized returns $53,653,000
Number of returns with State and local income taxes 760
State and local income taxes amount $2,215,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $75,000
Number of returns with real estate taxes 730
Real estate taxes amount $2,362,000
Number of returns with taxes paid 850
Taxes paid amount $4,962,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $4,210,000
Number of returns with contributions 730
Contributions amount $2,393,000
Number of returns with taxable income 1,760
Taxable income amount $70,918,000
Number of returns with income tax before credits 1,750
Income tax before credits amount $10,129,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $960,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $51,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $183,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 410
Child tax credit amount $611,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 260
Self-employment tax amount $739,000
Number of returns with total tax payments 1,730
Total tax payments amount $11,951,000
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 80
Additional child tax credit amount $92,000
Number of returns with refundable education credit 90
Refundable education credit amount $88,000
Number of returns with income tax 1,680
Income tax amount [10] $9,169,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $10,019,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $1,344,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $3,144,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $99,000

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

Number of returns 1,400
Number of single returns 360
Number of joint returns 900
Number of head of household returns 100
Number of returns with paid preparer's signature 740
Number of exemptions 3,310
Number of dependents 1,020
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] 90
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $121,970,000
Number of returns with total income 1,400
Salaries and wages amount $124,056,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $87,621
Number of returns with taxable interest 670
Taxable interest amount $625
Number of returns with ordinary dividends 510
Ordinary dividends amount $2,671,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $2,005
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $318
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $3,651,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $2,855,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $5,293,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $9,970,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $148,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $7,592,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,140,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $2,086,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $520,000
Number of returns with IRA payments 50
IRA payments amount $339,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $216,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $104,000
Number of returns with itemized deductions 910
Total itemized deductions amount $19,289,000
Amount of AGI for itemized returns $79,603,000
Number of returns with State and local income taxes 840
State and local income taxes amount $3,459,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $61,000
Number of returns with real estate taxes 810
Real estate taxes amount $2,961,000
Number of returns with taxes paid 910
Taxes paid amount $6,834,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $5,107,000
Number of returns with contributions 770
Contributions amount $3,027,000
Number of returns with taxable income 1,390
Taxable income amount $83,797,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $12,487,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $1,001,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $158,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $678,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 200
Self-employment tax amount $785,000
Number of returns with total tax payments 1,370
Total tax payments amount $14,202,000
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 80
Refundable education credit amount $83,000
Number of returns with income tax 1,360
Income tax amount [10] $11,486,000
Number of returns with tax liability 1,370
Total tax liability amount [11] $12,370,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $1,391,000
Number of returns with overpayments refunded 900
Overpayments refunded amount [13] $2,993,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $164,000

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

Number of returns 3,300
Number of single returns 450
Number of joint returns 2,650
Number of head of household returns 160
Number of returns with paid preparer's signature 1,720
Number of exemptions 9,110
Number of dependents 3,160
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] 170
Number of elderly returns [4] 970
Adjust gross income (AGI) [5] $466,481,000
Number of returns with total income 3,300
Salaries and wages amount $473,468,000
Number of returns with salaries and wages 2,910
Salaries and wages amount $353,497
Number of returns with taxable interest 1,780
Taxable interest amount $2,424
Number of returns with ordinary dividends 1,610
Ordinary dividends amount $11,166,000
Number of returns with qualified dividends 1,530
Qualified dividends amount [6] $8,359
Number of returns with state and local income tax refunds 1,480
State and local income tax refunds amount $1,345
Number of returns with business or professional net income (less loss) 730
Business or professional net income (less loss) amount $15,273,000
Number of returns with net capital gain (less loss) 1,450
Net capital gain (less loss) amount $12,668,000
Number of returns with taxable individual retirement arrangements distributions 620
Taxable individual retirement arrangements distributions amount $19,750,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $23,924,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $299,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $17,139,000
Number of returns with partnership/S-corp net income (less loss) 500
Partnership/S-corp net income (less loss) amount $13,069,000
Number of returns with total statutory adjustments 1,290
Total statutory adjustments amount $6,987,000
Number of returns with educator expenses 170
Educator expenses amount $44,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $916,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $1,996,000
Number of returns with IRA payments 160
IRA payments amount $916,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $386,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $95,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,800
Total itemized deductions amount $74,761,000
Amount of AGI for itemized returns $404,279,000
Number of returns with State and local income taxes 2,730
State and local income taxes amount $19,770,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $119,000
Number of returns with real estate taxes 2,640
Real estate taxes amount $11,558,000
Number of returns with taxes paid 2,800
Taxes paid amount $32,806,000
Number of returns with mortgage interest paid 2,360
Mortgage interest paid amount $20,599,000
Number of returns with contributions 2,550
Contributions amount $12,006,000
Number of returns with taxable income 3,290
Taxable income amount $349,110,000
Number of returns with income tax before credits 3,280
Income tax before credits amount $60,750,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $211,000
Number of returns with total tax credits 1,670
Total tax credits amount $1,734,000
Number of returns with foreign tax credit 650
Foreign tax credit amount $173,000
Number of returns with child and dependent care credit 460
Child and dependent care credit amount $252,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $362,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 650
Child tax credit amount $735,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 530
Self-employment tax amount $2,439,000
Number of returns with total tax payments 3,250
Total tax payments amount $64,907,000
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 220
Refundable education credit amount $220,000
Number of returns with income tax 3,280
Income tax amount [10] $59,016,000
Number of returns with tax liability 3,290
Total tax liability amount [11] $61,913,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,270
Tax due at time of filing amount [12] $6,085,000
Number of returns with overpayments refunded 1,880
Overpayments refunded amount [13] $8,181,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $806,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,410
Number of single returns 130
Number of joint returns 2,220
Number of head of household returns 40
Number of returns with paid preparer's signature 1,560
Number of exemptions 8,040
Number of dependents 3,410
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] 40
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $1,003,999,000
Number of returns with total income 2,410
Salaries and wages amount $1,019,173,000
Number of returns with salaries and wages 2,250
Salaries and wages amount $689,414
Number of returns with taxable interest 1,810
Taxable interest amount $5,500
Number of returns with ordinary dividends 1,710
Ordinary dividends amount $25,774,000
Number of returns with qualified dividends 1,660
Qualified dividends amount [6] $20,504
Number of returns with state and local income tax refunds 1,180
State and local income tax refunds amount $2,645
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $24,066,000
Number of returns with net capital gain (less loss) 1,650
Net capital gain (less loss) amount $85,493,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $14,332,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $13,732,000
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 210
Taxable Social Security benefits amount $5,663,000
Number of returns with partnership/S-corp net income (less loss) 750
Partnership/S-corp net income (less loss) amount $142,538,000
Number of returns with total statutory adjustments 850
Total statutory adjustments amount $15,174,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 140
Self-employment retirement plans amount $4,724,000
Number of returns with self-employment health insurance deduction 260
Self-employment health insurance deduction amount $3,798,000
Number of returns with IRA payments 40
IRA payments amount $325,000
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 80
Domestic production activities deduction amount $2,323,000
Number of returns with itemized deductions 2,370
Total itemized deductions amount $121,432,000
Amount of AGI for itemized returns $992,508,000
Number of returns with State and local income taxes 2,340
State and local income taxes amount $53,886,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $63,000
Number of returns with real estate taxes 2,290
Real estate taxes amount $14,893,000
Number of returns with taxes paid 2,370
Taxes paid amount $70,466,000
Number of returns with mortgage interest paid 2,060
Mortgage interest paid amount $24,661,000
Number of returns with contributions 2,260
Contributions amount $29,495,000
Number of returns with taxable income 2,410
Taxable income amount $860,694,000
Number of returns with income tax before credits 2,410
Income tax before credits amount $231,275,000
Number of returns with alternative minimum tax 1,500
Alternative minimum tax amount $6,955,000
Number of returns with total tax credits 1,280
Total tax credits amount $2,160,000
Number of returns with foreign tax credit 940
Foreign tax credit amount $1,335,000
Number of returns with child and dependent care credit 380
Child and dependent care credit amount $192,000
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 60
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 530
Self-employment tax amount $4,429,000
Number of returns with total tax payments 2,390
Total tax payments amount $228,844,000
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 2,410
Income tax amount [10] $229,115,000
Number of returns with tax liability 2,410
Total tax liability amount [11] $239,392,000
Number of returns with net investment income tax 1,380
Net investment income tax $2,777,000
Number of returns with tax due at time of filing 1,310
Tax due at time of filing amount [12] $28,221,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $9,874,000
Number of returns with credit to next year’s estimated tax 240
Credited to next year’s estimated tax amount $7,515,000

[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.