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ZIP Code Database - Facts & Stats

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ZIP Code 28401 Income Tax Stats

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

ZIP Code 28401 Data

Zip Code:28401
City:Wilmington
State:NC [North Carolina]
Counties: NEW HANOVER, NC
City Alias(es):Wilmington
Area Code:910
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





28401 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28401 [1] 9,770
Total Number of Single Tax Returns for ZIP Code 28401 1,570
Total Number of Joint Tax Returns for ZIP Code 28401 1,660
Total Number of Dependents for ZIP Code 28401 4,810
Total Adjusted Gross Income for ZIP Code 28401 $365,380,000
Average Income per Person for ZIP Code 28401 $16,538
Average Income per Household for ZIP Code 28401 $37,398

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 5,170
Number of single returns 3,310
Number of joint returns 290
Number of head of household returns 1,500
Number of returns with paid preparer's signature 1,750
Number of exemptions 7,880
Number of dependents 2,790
Total number of volunteer prepared returns [5] 410
Number of volunteer income tax assistance (VITA) prepared returns [3] 190
Number of tax counseling for the elderly (TCE) prepared returns [3] 210
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,450
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $67,258,000
Number of returns with total income 5,170
Salaries and wages amount $68,226,000
Number of returns with salaries and wages 4,400
Salaries and wages amount $55,845
Number of returns with taxable interest 350
Taxable interest amount $144
Number of returns with ordinary dividends 210
Ordinary dividends amount $276,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $179
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $5,323,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $143,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $783,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $4,813,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $207,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $317,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $196,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $968,000
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 70
Self-employment health insurance deduction amount $150,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $157,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $114,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 210
Total itemized deductions amount $3,065,000
Amount of AGI for itemized returns $3,134,000
Number of returns with State and local income taxes 110
State and local income taxes amount $112,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $45,000
Number of returns with real estate taxes 120
Real estate taxes amount $245,000
Number of returns with taxes paid 200
Taxes paid amount $482,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $568,000
Number of returns with contributions 140
Contributions amount $320,000
Number of returns with taxable income 2,280
Taxable income amount $13,646,000
Number of returns with income tax before credits 2,320
Income tax before credits amount $1,483,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $209,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $93,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 210
Child tax credit amount $58,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 700
Self-employment tax amount $860,000
Number of returns with total tax payments 4,900
Total tax payments amount $12,428,000
Number of returns with earned income credit 2,540
Earned income credit amount [8] $6,240,000
Number of returns with excess earned income credit 2,260
Excess earned income credit (refundable) amount [9] $5,653,000
Number of returns with additional child tax credit 1,370
Additional child tax credit amount $1,630,000
Number of returns with refundable education credit 280
Refundable education credit amount $222,000
Number of returns with income tax 1,900
Income tax amount [10] $1,274,000
Number of returns with tax liability 2,500
Total tax liability amount [11] $2,238,000
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] $357,000
Number of returns with overpayments refunded 4,560
Overpayments refunded amount [13] $10,507,000
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 2,640
Number of single returns 1,590
Number of joint returns 390
Number of head of household returns 560
Number of returns with paid preparer's signature 880
Number of exemptions 4,290
Number of dependents 1,270
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 620
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $93,320,000
Number of returns with total income 2,640
Salaries and wages amount $94,414,000
Number of returns with salaries and wages 2,360
Salaries and wages amount $79,792
Number of returns with taxable interest 350
Taxable interest amount $197
Number of returns with ordinary dividends 200
Ordinary dividends amount $453,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $326
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $2,192,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $560,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,183,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $6,619,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $217,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $2,037,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $781,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,094,000
Number of returns with educator expenses 70
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 40
Self-employment health insurance deduction amount $196,000
Number of returns with IRA payments 60
IRA payments amount $122,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $416,000
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 350
Total itemized deductions amount $5,299,000
Amount of AGI for itemized returns $13,242,000
Number of returns with State and local income taxes 290
State and local income taxes amount $517,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $45,000
Number of returns with real estate taxes 240
Real estate taxes amount $420,000
Number of returns with taxes paid 350
Taxes paid amount $1,050,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,107,000
Number of returns with contributions 230
Contributions amount $638,000
Number of returns with taxable income 2,560
Taxable income amount $52,723,000
Number of returns with income tax before credits 2,560
Income tax before credits amount $6,677,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 910
Total tax credits amount $707,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $149,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $62,000
Number of returns with child tax credit 480
Child tax credit amount $418,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 220
Self-employment tax amount $450,000
Number of returns with total tax payments 2,590
Total tax payments amount $10,541,000
Number of returns with earned income credit 550
Earned income credit amount [8] $1,206,000
Number of returns with excess earned income credit 440
Excess earned income credit (refundable) amount [9] $1,022,000
Number of returns with additional child tax credit 380
Additional child tax credit amount $486,000
Number of returns with refundable education credit 90
Refundable education credit amount $76,000
Number of returns with income tax 2,210
Income tax amount [10] $5,970,000
Number of returns with tax liability 2,300
Total tax liability amount [11] $6,533,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $744,000
Number of returns with overpayments refunded 2,150
Overpayments refunded amount [13] $4,681,000
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 960
Number of single returns 490
Number of joint returns 340
Number of head of household returns 100
Number of returns with paid preparer's signature 400
Number of exemptions 1,670
Number of dependents 370
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $58,349,000
Number of returns with total income 960
Salaries and wages amount $59,228,000
Number of returns with salaries and wages 830
Salaries and wages amount $44,783
Number of returns with taxable interest 270
Taxable interest amount $182
Number of returns with ordinary dividends 150
Ordinary dividends amount $466,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $321
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $67
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,769,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $611,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,390,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $5,380,000
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 200
Taxable Social Security benefits amount $3,050,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,110,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $879,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $290,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $264,000
Number of returns with IRA payments 50
IRA payments amount $149,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $206,000
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 300
Total itemized deductions amount $4,982,000
Amount of AGI for itemized returns $18,511,000
Number of returns with State and local income taxes 280
State and local income taxes amount $754,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $33,000
Number of returns with real estate taxes 240
Real estate taxes amount $461,000
Number of returns with taxes paid 300
Taxes paid amount $1,318,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,194,000
Number of returns with contributions 210
Contributions amount $732,000
Number of returns with taxable income 960
Taxable income amount $40,527,000
Number of returns with income tax before credits 960
Income tax before credits amount $5,920,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $293,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $36,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 140
Child tax credit amount $211,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $288,000
Number of returns with total tax payments 940
Total tax payments amount $6,775,000
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 20
Refundable education credit amount $15,000
Number of returns with income tax 940
Income tax amount [10] $5,627,000
Number of returns with tax liability 940
Total tax liability amount [11] $5,965,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $698,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $1,450,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $55,000

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

Number of returns 430
Number of single returns 170
Number of joint returns 240
Number of head of household returns 40
Number of returns with paid preparer's signature 200
Number of exemptions 810
Number of dependents 140
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] 50
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $37,265,000
Number of returns with total income 430
Salaries and wages amount $37,713,000
Number of returns with salaries and wages 360
Salaries and wages amount $26,868
Number of returns with taxable interest 180
Taxable interest amount $155
Number of returns with ordinary dividends 110
Ordinary dividends amount $612,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $471
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $88
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,063,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $864,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,420,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $3,910,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $112,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,074,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $620,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $448,000
Number of returns with educator expenses 30
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $71,000
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 210
Total itemized deductions amount $4,212,000
Amount of AGI for itemized returns $18,356,000
Number of returns with State and local income taxes 190
State and local income taxes amount $794,000
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 180
Real estate taxes amount $428,000
Number of returns with taxes paid 210
Taxes paid amount $1,286,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,023,000
Number of returns with contributions 160
Contributions amount $676,000
Number of returns with taxable income 430
Taxable income amount $27,426,000
Number of returns with income tax before credits 430
Income tax before credits amount $4,276,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $161,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $45,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $91,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 60
Self-employment tax amount $179,000
Number of returns with total tax payments 420
Total tax payments amount $4,638,000
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 40
Refundable education credit amount $35,000
Number of returns with income tax 430
Income tax amount [10] $4,115,000
Number of returns with tax liability 430
Total tax liability amount [11] $4,363,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $572,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $819,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 410
Number of single returns 110
Number of joint returns 280
Number of head of household returns 0
Number of returns with paid preparer's signature 250
Number of exemptions 840
Number of dependents 150
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] 140
Adjust gross income (AGI) [5] $54,350,000
Number of returns with total income 410
Salaries and wages amount $55,351,000
Number of returns with salaries and wages 340
Salaries and wages amount $36,918
Number of returns with taxable interest 220
Taxable interest amount $262
Number of returns with ordinary dividends 160
Ordinary dividends amount $950,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $758
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,965,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $1,853,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,049,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $6,123,000
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 100
Taxable Social Security benefits amount $2,403,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,934,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $1,001,000
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 30
Self-employment health insurance deduction amount $220,000
Number of returns with IRA payments 30
IRA payments amount $140,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $64,000
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 300
Total itemized deductions amount $6,555,000
Amount of AGI for itemized returns $41,030,000
Number of returns with State and local income taxes 290
State and local income taxes amount $1,897,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $31,000
Number of returns with real estate taxes 260
Real estate taxes amount $787,000
Number of returns with taxes paid 300
Taxes paid amount $2,774,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,726,000
Number of returns with contributions 250
Contributions amount $1,194,000
Number of returns with taxable income 410
Taxable income amount $43,167,000
Number of returns with income tax before credits 410
Income tax before credits amount $7,775,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $168,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 40
Child tax credit amount $38,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $302,000
Number of returns with total tax payments 400
Total tax payments amount $8,037,000
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 410
Income tax amount [10] $7,607,000
Number of returns with tax liability 410
Total tax liability amount [11] $7,981,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $895,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $843,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $97,000

Adjusted Gross Income: $200,000 or more

Number of returns 160
Number of single returns 30
Number of joint returns 120
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 360
Number of dependents 90
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] 0
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $54,838,000
Number of returns with total income 160
Salaries and wages amount $55,623,000
Number of returns with salaries and wages 130
Salaries and wages amount $29,837
Number of returns with taxable interest 120
Taxable interest amount $490
Number of returns with ordinary dividends 100
Ordinary dividends amount $3,287,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $2,861
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $158
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,330,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $5,293,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,567,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,851,000
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 40
Taxable Social Security benefits amount $786,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $7,417,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $785,000
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 30
Self-employment health insurance deduction amount $260,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 150
Total itemized deductions amount $7,167,000
Amount of AGI for itemized returns $53,463,000
Number of returns with State and local income taxes 140
State and local income taxes amount $3,443,000
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 140
Real estate taxes amount $747,000
Number of returns with taxes paid 150
Taxes paid amount $4,255,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,212,000
Number of returns with contributions 130
Contributions amount $1,122,000
Number of returns with taxable income 160
Taxable income amount $46,530,000
Number of returns with income tax before credits 160
Income tax before credits amount $11,739,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $402,000
Number of returns with total tax credits 80
Total tax credits amount $245,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $115,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $226,000
Number of returns with total tax payments 150
Total tax payments amount $12,349,000
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 160
Income tax amount [10] $11,494,000
Number of returns with tax liability 160
Total tax liability amount [11] $12,118,000
Number of returns with net investment income tax 90
Net investment income tax $270,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $1,538,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $416,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $634,000

[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.