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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: 2013

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] 11,200
Total Number of Single Tax Returns for ZIP Code 28278 4,280
Total Number of Joint Tax Returns for ZIP Code 28278 4,760
Total Number of Dependents for ZIP Code 28278 7,920
Total Adjusted Gross Income for ZIP Code 28278 $852,327,000
Average Income per Person for ZIP Code 28278 $44,201
Average Income per Household for ZIP Code 28278 $76,101

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] 3,000
Number of single returns 2,040
Number of joint returns 360
Number of head of household returns 520
Number of returns with paid preparer's signature 1,520
Number of exemptions 4,060
Number of dependents 1,320
Adjust gross income (AGI) [2] $36,934,000
Number of returns with total income 3,000
Salaries and wages amount $37,878,000
Number of returns with salaries and wages 2,400
Salaries and wages amount $29,318
Number of returns with taxable interest 350
Taxable interest amount $183
Number of returns with ordinary dividends 220
Ordinary dividends amount $411,000
Number of returns with qualified dividends 200
Qualified dividends amount [3] $268
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $110
Number of returns with business or professional net income (less loss) 670
Business or professional net income (less loss) amount $3,360,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $230,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $726,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $2,531,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $1,164,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $165,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $44,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $944,000
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 30
Self-employment health insurance deduction amount $109,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $142,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $150,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 320
Total itemized deductions amount $4,694,000
Amount of AGI for itemized returns $4,960,000
Number of returns with State and local income taxes 180
State and local income taxes amount $211,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $60,000
Number of returns with real estate taxes 230
Real estate taxes amount $608,000
Number of returns with taxes paid 320
Taxes paid amount $954,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,374,000
Number of returns with contributions 240
Contributions amount $447,000
Number of returns with taxable income 1,300
Taxable income amount $7,623,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $803,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $147,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $77,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 100
Child tax credit amount $30,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 530
Self-employment tax amount $731,000
Number of returns with total tax payments 2,740
Total tax payments amount $5,785,000
Number of returns with earned income credit 1,030
Earned income credit amount [5] $2,473,000
Number of returns with excess earned income credit 880
Excess earned income credit (refundable) amount [6] $2,068,000
Number of returns with additional child tax credit 630
Additional child tax credit amount $784,000
Number of returns with refundable education credit 250
Refundable education credit amount $221,000
Number of returns with income tax 1,000
Income tax amount [7] $655,000
Number of returns with tax liability 1,480
Total tax liability amount [8] $1,418,000
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 350
Tax due at time of filing amount [9] $326,000
Number of returns with overpayments refunded 2,500
Overpayments refunded amount [10] $4,680,000

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

Number of returns [1] 2,560
Number of single returns 1,260
Number of joint returns 610
Number of head of household returns 580
Number of returns with paid preparer's signature 1,250
Number of exemptions 5,010
Number of dependents 1,840
Adjust gross income (AGI) [2] $94,760,000
Number of returns with total income 2,560
Salaries and wages amount $96,072,000
Number of returns with salaries and wages 2,360
Salaries and wages amount $82,650
Number of returns with taxable interest 420
Taxable interest amount $188
Number of returns with ordinary dividends 240
Ordinary dividends amount $530,000
Number of returns with qualified dividends 210
Qualified dividends amount [3] $320
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $412
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $2,522,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $133,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,495,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $4,537,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $1,240,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $1,648,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $808,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $1,312,000
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 40
Self-employment health insurance deduction amount $144,000
Number of returns with IRA payments 70
IRA payments amount $214,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $403,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 960
Total itemized deductions amount $14,929,000
Amount of AGI for itemized returns $37,692,000
Number of returns with State and local income taxes 820
State and local income taxes amount $1,717,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $105,000
Number of returns with real estate taxes 780
Real estate taxes amount $1,878,000
Number of returns with taxes paid 960
Taxes paid amount $3,973,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $4,832,000
Number of returns with contributions 760
Contributions amount $1,985,000
Number of returns with taxable income 2,450
Taxable income amount $47,891,000
Number of returns with income tax before credits 2,440
Income tax before credits amount $5,938,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $1,048,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $126,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $280,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $63,000
Number of returns with child tax credit 620
Child tax credit amount $563,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 260
Self-employment tax amount $558,000
Number of returns with total tax payments 2,490
Total tax payments amount $10,143,000
Number of returns with earned income credit 590
Earned income credit amount [5] $1,121,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [6] $906,000
Number of returns with additional child tax credit 520
Additional child tax credit amount $731,000
Number of returns with refundable education credit 220
Refundable education credit amount $191,000
Number of returns with income tax 1,930
Income tax amount [7] $4,890,000
Number of returns with tax liability 2,100
Total tax liability amount [8] $5,571,000
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 450
Tax due at time of filing amount [9] $722,000
Number of returns with overpayments refunded 2,070
Overpayments refunded amount [10] $5,254,000

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

Number of returns [1] 1,800
Number of single returns 680
Number of joint returns 790
Number of head of household returns 260
Number of returns with paid preparer's signature 870
Number of exemptions 3,920
Number of dependents 1,340
Adjust gross income (AGI) [2] $111,015,000
Number of returns with total income 1,800
Salaries and wages amount $112,693,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $96,938
Number of returns with taxable interest 520
Taxable interest amount $628
Number of returns with ordinary dividends 290
Ordinary dividends amount $729,000
Number of returns with qualified dividends 270
Qualified dividends amount [3] $486
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $780
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,173,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $540,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,818,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $5,907,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $789,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,722,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $640,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,678,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
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 $303,000
Number of returns with IRA payments 50
IRA payments amount $216,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $287,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $87,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,180
Total itemized deductions amount $20,690,000
Amount of AGI for itemized returns $73,401,000
Number of returns with State and local income taxes 1,110
State and local income taxes amount $4,031,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $65,000
Number of returns with real estate taxes 1,030
Real estate taxes amount $2,500,000
Number of returns with taxes paid 1,170
Taxes paid amount $6,949,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $7,246,000
Number of returns with contributions 970
Contributions amount $2,803,000
Number of returns with taxable income 1,790
Taxable income amount $69,378,000
Number of returns with income tax before credits 1,780
Income tax before credits amount $9,842,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 810
Total tax credits amount $1,261,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $226,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 590
Child tax credit amount $863,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 190
Self-employment tax amount $517,000
Number of returns with total tax payments 1,770
Total tax payments amount $12,297,000
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 110
Additional child tax credit amount $137,000
Number of returns with refundable education credit 130
Refundable education credit amount $128,000
Number of returns with income tax 1,680
Income tax amount [7] $8,582,000
Number of returns with tax liability 1,720
Total tax liability amount [8] $9,206,000
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 390
Tax due at time of filing amount [9] $852,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [10] $3,871,000

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

Number of returns [1] 1,360
Number of single returns 300
Number of joint returns 920
Number of head of household returns 100
Number of returns with paid preparer's signature 660
Number of exemptions 3,410
Number of dependents 1,130
Adjust gross income (AGI) [2] $117,305,000
Number of returns with total income 1,360
Salaries and wages amount $118,566,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $100,194
Number of returns with taxable interest 490
Taxable interest amount $226
Number of returns with ordinary dividends 330
Ordinary dividends amount $781,000
Number of returns with qualified dividends 310
Qualified dividends amount [3] $509
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $836
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $1,708,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $715,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,394,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $6,448,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $593,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,266,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,779,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,261,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $472,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $154,000
Number of returns with IRA payments 40
IRA payments amount $184,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $311,000
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 1,050
Total itemized deductions amount $21,275,000
Amount of AGI for itemized returns $90,871,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $4,991,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $58,000
Number of returns with real estate taxes 960
Real estate taxes amount $2,508,000
Number of returns with taxes paid 1,050
Taxes paid amount $7,921,000
Number of returns with mortgage interest paid 930
Mortgage interest paid amount $7,106,000
Number of returns with contributions 900
Contributions amount $2,764,000
Number of returns with taxable income 1,350
Taxable income amount $79,633,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $11,955,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $1,157,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $113,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $160,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $813,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 150
Self-employment tax amount $416,000
Number of returns with total tax payments 1,340
Total tax payments amount $13,562,000
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 90
Refundable education credit amount $82,000
Number of returns with income tax 1,340
Income tax amount [7] $10,798,000
Number of returns with tax liability 1,340
Total tax liability amount [8] $11,341,000
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 360
Tax due at time of filing amount [9] $1,004,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [10] $3,151,000

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

Number of returns [1] 1,890
Number of single returns 230
Number of joint returns 1,550
Number of head of household returns 80
Number of returns with paid preparer's signature 940
Number of exemptions 5,150
Number of dependents 1,720
Adjust gross income (AGI) [2] $256,645,000
Number of returns with total income 1,890
Salaries and wages amount $259,355,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $219,549
Number of returns with taxable interest 910
Taxable interest amount $973
Number of returns with ordinary dividends 690
Ordinary dividends amount $2,220,000
Number of returns with qualified dividends 630
Qualified dividends amount [3] $1,608
Number of returns with state and local income tax refunds 1,270
State and local income tax refunds amount $1,733
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $5,154,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $2,282,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $5,080,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $11,905,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $916,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,908,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $5,285,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $2,711,000
Number of returns with educator expenses 100
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 50
Self-employment health insurance deduction amount $389,000
Number of returns with IRA payments 60
IRA payments amount $381,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $290,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $136,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,710
Total itemized deductions amount $44,673,000
Amount of AGI for itemized returns $235,437,000
Number of returns with State and local income taxes 1,670
State and local income taxes amount $13,797,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $72,000
Number of returns with real estate taxes 1,610
Real estate taxes amount $5,407,000
Number of returns with taxes paid 1,710
Taxes paid amount $20,024,000
Number of returns with mortgage interest paid 1,540
Mortgage interest paid amount $14,282,000
Number of returns with contributions 1,550
Contributions amount $6,297,000
Number of returns with taxable income 1,880
Taxable income amount $189,874,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $33,505,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $143,000
Number of returns with total tax credits 880
Total tax credits amount $1,117,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 320
Child and dependent care credit amount $180,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $197,000
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 $603,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 220
Self-employment tax amount $842,000
Number of returns with total tax payments 1,870
Total tax payments amount $36,044,000
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 140
Refundable education credit amount $120,000
Number of returns with income tax 1,880
Income tax amount [7] $32,389,000
Number of returns with tax liability 1,880
Total tax liability amount [8] $33,581,000
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 640
Tax due at time of filing amount [9] $2,936,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [10] $5,028,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 590
Number of single returns 50
Number of joint returns 530
Number of head of household returns 0
Number of returns with paid preparer's signature 410
Number of exemptions 1,690
Number of dependents 570
Adjust gross income (AGI) [2] $235,668,000
Number of returns with total income 590
Salaries and wages amount $240,243,000
Number of returns with salaries and wages 560
Salaries and wages amount $154,860
Number of returns with taxable interest 440
Taxable interest amount $1,271
Number of returns with ordinary dividends 380
Ordinary dividends amount $5,235,000
Number of returns with qualified dividends 360
Qualified dividends amount [3] $3,916
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $1,112
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $7,122,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $11,123,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $2,001,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $4,595,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,820,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $49,644,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $4,575,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $1,276,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $707,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $847,000
Number of returns with itemized deductions 590
Total itemized deductions amount $35,795,000
Amount of AGI for itemized returns $232,495,000
Number of returns with State and local income taxes 580
State and local income taxes amount $16,540,000
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 560
Real estate taxes amount $3,928,000
Number of returns with taxes paid 590
Taxes paid amount $20,893,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $7,833,000
Number of returns with contributions 560
Contributions amount $7,511,000
Number of returns with taxable income 590
Taxable income amount $194,983,000
Number of returns with income tax before credits 590
Income tax before credits amount $54,513,000
Number of returns with alternative minimum tax 370
Alternative minimum tax amount $1,955,000
Number of returns with total tax credits 260
Total tax credits amount $873,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $374,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 130
Self-employment tax amount $1,099,000
Number of returns with total tax payments 590
Total tax payments amount $54,098,000
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 590
Income tax amount [7] $53,647,000
Number of returns with tax liability 590
Total tax liability amount [8] $55,847,000
Number of returns with Additional Medicare tax 300
Additional Medicare tax $440,000
Number of returns with net investment income tax 280
Net investment income tax $440,000
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [9] $6,251,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [10] $3,237,000

[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.