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ZIP Code Database - Facts & Stats

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ZIP Code 28278 Income Tax Stats

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

ZIP Code 28278 Data

Zip Code:28278
City:Charlotte
State:NC [North Carolina]
Counties: MECKLENBURG, NC
City Alias(es):Charlotte
Area Code:704
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28278 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28278 [1] 14,420
Total Number of Single Tax Returns for ZIP Code 28278 5,100
Total Number of Joint Tax Returns for ZIP Code 28278 5,990
Total Number of Dependents for ZIP Code 28278 8,940
Total Adjusted Gross Income for ZIP Code 28278 $1,323,629,000
Average Income per Person for ZIP Code 28278 $68,642
Average Income per Household for ZIP Code 28278 $91,791

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 3,490
Number of single returns 2,490
Number of joint returns 360
Number of head of household returns 570
Number of returns with paid preparer's signature 1,530
Number of exemptions 4,290
Number of dependents 1,280
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 610
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $43,184,000
Number of returns with total income 3,490
Salaries and wages amount $44,318,000
Number of returns with salaries and wages 2,770
Salaries and wages amount $34,996
Number of returns with taxable interest 360
Taxable interest amount $192
Number of returns with ordinary dividends 230
Ordinary dividends amount $455,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $316
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $4,396,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $332,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $988,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $2,561,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $172,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $277,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($57,000)
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,134,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $141,000
Number of returns with IRA payments 30
IRA payments amount $105,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $146,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $111,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,920,000
Amount of AGI for itemized returns $4,792,000
Number of returns with State and local income taxes 160
State and local income taxes amount $216,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $66,000
Number of returns with real estate taxes 200
Real estate taxes amount $581,000
Number of returns with taxes paid 300
Taxes paid amount $1,011,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,298,000
Number of returns with contributions 220
Contributions amount $585,000
Number of returns with taxable income 1,590
Taxable income amount $9,463,000
Number of returns with income tax before credits 1,600
Income tax before credits amount $1,016,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $150,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $76,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 90
Child tax credit amount $26,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 610
Self-employment tax amount $888,000
Number of returns with total tax payments 3,190
Total tax payments amount $7,010,000
Number of returns with earned income credit 1,120
Earned income credit amount [8] $2,835,000
Number of returns with excess earned income credit 930
Excess earned income credit (refundable) amount [9] $2,318,000
Number of returns with additional child tax credit 630
Additional child tax credit amount $788,000
Number of returns with refundable education credit 220
Refundable education credit amount $187,000
Number of returns with income tax 1,330
Income tax amount [10] $865,000
Number of returns with tax liability 1,840
Total tax liability amount [11] $1,848,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $433,000
Number of returns with overpayments refunded 2,910
Overpayments refunded amount [13] $5,468,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $28,000

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

Number of returns 2,920
Number of single returns 1,530
Number of joint returns 590
Number of head of household returns 670
Number of returns with paid preparer's signature 1,400
Number of exemptions 5,380
Number of dependents 1,890
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 620
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $108,010,000
Number of returns with total income 2,920
Salaries and wages amount $109,729,000
Number of returns with salaries and wages 2,630
Salaries and wages amount $94,703
Number of returns with taxable interest 400
Taxable interest amount $244
Number of returns with ordinary dividends 260
Ordinary dividends amount $811,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $541
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $214
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $4,184,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $690,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,582,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $4,830,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $310,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $1,726,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $711,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $1,719,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $196,000
Number of returns with IRA payments 40
IRA payments amount $178,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $467,000
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 860
Total itemized deductions amount $15,049,000
Amount of AGI for itemized returns $33,378,000
Number of returns with State and local income taxes 720
State and local income taxes amount $1,356,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $122,000
Number of returns with real estate taxes 640
Real estate taxes amount $1,627,000
Number of returns with taxes paid 860
Taxes paid amount $3,397,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $4,359,000
Number of returns with contributions 680
Contributions amount $2,118,000
Number of returns with taxable income 2,790
Taxable income amount $55,699,000
Number of returns with income tax before credits 2,780
Income tax before credits amount $7,034,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,270
Total tax credits amount $1,165,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $134,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $314,000
Number of returns with retirement savings contribution credit 520
Retirement savings contribution credit amount $102,000
Number of returns with child tax credit 650
Child tax credit amount $583,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $900,000
Number of returns with total tax payments 2,830
Total tax payments amount $12,148,000
Number of returns with earned income credit 710
Earned income credit amount [8] $1,475,000
Number of returns with excess earned income credit 570
Excess earned income credit (refundable) amount [9] $1,150,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $762,000
Number of returns with refundable education credit 210
Refundable education credit amount $191,000
Number of returns with income tax 2,230
Income tax amount [10] $5,869,000
Number of returns with tax liability 2,440
Total tax liability amount [11] $6,985,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [12] $1,071,000
Number of returns with overpayments refunded 2,360
Overpayments refunded amount [13] $6,197,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 2,220
Number of single returns 990
Number of joint returns 780
Number of head of household returns 330
Number of returns with paid preparer's signature 1,060
Number of exemptions 4,350
Number of dependents 1,350
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] 370
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $137,159,000
Number of returns with total income 2,220
Salaries and wages amount $139,026,000
Number of returns with salaries and wages 2,020
Salaries and wages amount $118,132
Number of returns with taxable interest 540
Taxable interest amount $312
Number of returns with ordinary dividends 330
Ordinary dividends amount $739,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $448
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $315
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,183,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $845,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,458,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $8,058,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $229,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $3,901,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,260,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $1,867,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $285,000
Number of returns with IRA payments 50
IRA payments amount $196,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $447,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $80,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,210
Total itemized deductions amount $21,518,000
Amount of AGI for itemized returns $75,489,000
Number of returns with State and local income taxes 1,130
State and local income taxes amount $3,447,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $127,000
Number of returns with real estate taxes 1,020
Real estate taxes amount $2,601,000
Number of returns with taxes paid 1,200
Taxes paid amount $6,605,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $6,455,000
Number of returns with contributions 970
Contributions amount $3,288,000
Number of returns with taxable income 2,210
Taxable income amount $88,574,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $12,897,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $1,218,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $218,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 580
Child tax credit amount $832,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 250
Self-employment tax amount $728,000
Number of returns with total tax payments 2,180
Total tax payments amount $15,900,000
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 110
Additional child tax credit amount $138,000
Number of returns with refundable education credit 120
Refundable education credit amount $111,000
Number of returns with income tax 2,100
Income tax amount [10] $11,679,000
Number of returns with tax liability 2,130
Total tax liability amount [11] $12,579,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,575,000
Number of returns with overpayments refunded 1,670
Overpayments refunded amount [13] $4,770,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $47,000

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

Number of returns 1,610
Number of single returns 510
Number of joint returns 890
Number of head of household returns 150
Number of returns with paid preparer's signature 800
Number of exemptions 3,590
Number of dependents 1,090
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] 210
Number of elderly returns [4] 290
Adjust gross income (AGI) [5] $140,072,000
Number of returns with total income 1,610
Salaries and wages amount $141,604,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $118,549
Number of returns with taxable interest 560
Taxable interest amount $309
Number of returns with ordinary dividends 350
Ordinary dividends amount $1,027,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $717
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $354
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,294,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,398,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,473,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $8,308,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $138,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $4,378,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,310,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,532,000
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 40
Self-employment health insurance deduction amount $217,000
Number of returns with IRA payments 40
IRA payments amount $206,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $299,000
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 1,100
Total itemized deductions amount $22,275,000
Amount of AGI for itemized returns $96,406,000
Number of returns with State and local income taxes 1,060
State and local income taxes amount $4,521,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $67,000
Number of returns with real estate taxes 980
Real estate taxes amount $2,795,000
Number of returns with taxes paid 1,100
Taxes paid amount $7,798,000
Number of returns with mortgage interest paid 970
Mortgage interest paid amount $7,261,000
Number of returns with contributions 920
Contributions amount $3,393,000
Number of returns with taxable income 1,610
Taxable income amount $97,814,000
Number of returns with income tax before credits 1,600
Income tax before credits amount $15,117,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $1,031,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $103,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $153,000
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 $705,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 190
Self-employment tax amount $533,000
Number of returns with total tax payments 1,580
Total tax payments amount $17,510,000
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 90
Refundable education credit amount $71,000
Number of returns with income tax 1,590
Income tax amount [10] $14,086,000
Number of returns with tax liability 1,600
Total tax liability amount [11] $14,837,000
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] $1,360,000
Number of returns with overpayments refunded 1,150
Overpayments refunded amount [13] $3,943,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $67,000

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

Number of returns 3,040
Number of single returns 460
Number of joint returns 2,370
Number of head of household returns 150
Number of returns with paid preparer's signature 1,480
Number of exemptions 7,760
Number of dependents 2,360
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] 280
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $418,582,000
Number of returns with total income 3,040
Salaries and wages amount $423,058,000
Number of returns with salaries and wages 2,830
Salaries and wages amount $349,025
Number of returns with taxable interest 1,320
Taxable interest amount $1,202
Number of returns with ordinary dividends 980
Ordinary dividends amount $4,033,000
Number of returns with qualified dividends 920
Qualified dividends amount [6] $3,012
Number of returns with state and local income tax refunds 1,450
State and local income tax refunds amount $1,170
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $7,426,000
Number of returns with net capital gain (less loss) 880
Net capital gain (less loss) amount $7,263,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $9,823,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $23,582,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $335,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $9,844,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $5,012,000
Number of returns with total statutory adjustments 1,200
Total statutory adjustments amount $4,476,000
Number of returns with educator expenses 120
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $409,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $831,000
Number of returns with IRA payments 100
IRA payments amount $526,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $558,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $93,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,620
Total itemized deductions amount $65,954,000
Amount of AGI for itemized returns $365,457,000
Number of returns with State and local income taxes 2,550
State and local income taxes amount $17,807,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $162,000
Number of returns with real estate taxes 2,440
Real estate taxes amount $8,717,000
Number of returns with taxes paid 2,620
Taxes paid amount $27,965,000
Number of returns with mortgage interest paid 2,350
Mortgage interest paid amount $20,462,000
Number of returns with contributions 2,250
Contributions amount $9,963,000
Number of returns with taxable income 3,030
Taxable income amount $316,560,000
Number of returns with income tax before credits 3,030
Income tax before credits amount $56,099,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $193,000
Number of returns with total tax credits 1,210
Total tax credits amount $1,438,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $46,000
Number of returns with child and dependent care credit 400
Child and dependent care credit amount $238,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $264,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 580
Child tax credit amount $730,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 380
Self-employment tax amount $1,420,000
Number of returns with total tax payments 3,020
Total tax payments amount $60,073,000
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 160
Refundable education credit amount $149,000
Number of returns with income tax 3,030
Income tax amount [10] $54,661,000
Number of returns with tax liability 3,030
Total tax liability amount [11] $56,634,000
Number of returns with net investment income tax 20
Net investment income tax $5,000
Number of returns with tax due at time of filing 1,070
Tax due at time of filing amount [12] $5,216,000
Number of returns with overpayments refunded 1,910
Overpayments refunded amount [13] $8,124,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $432,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,140
Number of single returns 110
Number of joint returns 1,000
Number of head of household returns 30
Number of returns with paid preparer's signature 740
Number of exemptions 3,100
Number of dependents 970
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $476,622,000
Number of returns with total income 1,140
Salaries and wages amount $486,677,000
Number of returns with salaries and wages 1,060
Salaries and wages amount $287,760
Number of returns with taxable interest 790
Taxable interest amount $2,443
Number of returns with ordinary dividends 670
Ordinary dividends amount $10,805,000
Number of returns with qualified dividends 650
Qualified dividends amount [6] $6,657
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $1,696
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $18,923,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $39,939,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $7,838,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $15,087,000
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 140
Taxable Social Security benefits amount $3,757,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $87,817,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $10,055,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $2,574,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,506,000
Number of returns with IRA payments 20
IRA payments amount $200,000
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 50
Domestic production activities deduction amount $1,213,000
Number of returns with itemized deductions 1,110
Total itemized deductions amount $56,971,000
Amount of AGI for itemized returns $466,673,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $25,369,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $74,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $6,873,000
Number of returns with taxes paid 1,110
Taxes paid amount $33,093,000
Number of returns with mortgage interest paid 960
Mortgage interest paid amount $12,164,000
Number of returns with contributions 1,000
Contributions amount $12,471,000
Number of returns with taxable income 1,140
Taxable income amount $409,962,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $113,360,000
Number of returns with alternative minimum tax 610
Alternative minimum tax amount $3,115,000
Number of returns with total tax credits 450
Total tax credits amount $938,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $642,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $79,000
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 20
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 190
Self-employment tax amount $2,252,000
Number of returns with total tax payments 1,130
Total tax payments amount $111,507,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,140
Income tax amount [10] $112,422,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $114,587,000
Number of returns with net investment income tax 550
Net investment income tax $1,377,000
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $14,211,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [13] $3,621,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $1,690,000

[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.