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ZIP Code Database - Facts & Stats

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ZIP Code 28405 Income Tax Stats

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

ZIP Code 28405 Data

Zip Code:28405
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]


28405 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28405 [1] 14,850
Total Number of Single Tax Returns for ZIP Code 28405 4,150
Total Number of Joint Tax Returns for ZIP Code 28405 4,850
Total Number of Dependents for ZIP Code 28405 7,100
Total Adjusted Gross Income for ZIP Code 28405 $1,205,666,000
Average Income per Person for ZIP Code 28405 $41,358
Average Income per Household for ZIP Code 28405 $81,190

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 5,600
Number of single returns 3,870
Number of joint returns 510
Number of head of household returns 1,130
Number of returns with paid preparer's signature 2,080
Number of exemptions 7,760
Number of dependents 2,450
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 160
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,080
Number of elderly returns [4] 1,040
Adjust gross income (AGI) [5] $71,946,000
Number of returns with total income 5,600
Salaries and wages amount $73,451,000
Number of returns with salaries and wages 4,330
Salaries and wages amount $55,265
Number of returns with taxable interest 720
Taxable interest amount $362
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,014,000
Number of returns with qualified dividends 450
Qualified dividends amount [6] $680
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 1,030
Business or professional net income (less loss) amount $7,482,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $466,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $2,306,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $5,944,000
Number of farm returns 20
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $169,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $606,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $480,000
Number of returns with total statutory adjustments 1,170
Total statutory adjustments amount $1,505,000
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 110
Self-employment health insurance deduction amount $290,000
Number of returns with IRA payments 30
IRA payments amount $100,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $181,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $117,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $6,266,000
Amount of AGI for itemized returns $5,862,000
Number of returns with State and local income taxes 180
State and local income taxes amount $201,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $110,000
Number of returns with real estate taxes 280
Real estate taxes amount $676,000
Number of returns with taxes paid 390
Taxes paid amount $1,095,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,061,000
Number of returns with contributions 290
Contributions amount $643,000
Number of returns with taxable income 2,540
Taxable income amount $15,653,000
Number of returns with income tax before credits 2,550
Income tax before credits amount $1,704,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $247,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $124,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 170
Child tax credit amount $53,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 870
Self-employment tax amount $1,172,000
Number of returns with total tax payments 5,010
Total tax payments amount $11,305,000
Number of returns with earned income credit 1,960
Earned income credit amount [8] $4,957,000
Number of returns with excess earned income credit 1,680
Excess earned income credit (refundable) amount [9] $4,326,000
Number of returns with additional child tax credit 1,160
Additional child tax credit amount $1,439,000
Number of returns with refundable education credit 330
Refundable education credit amount $263,000
Number of returns with income tax 2,130
Income tax amount [10] $1,455,000
Number of returns with tax liability 2,840
Total tax liability amount [11] $2,733,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 700
Tax due at time of filing amount [12] $631,000
Number of returns with overpayments refunded 4,540
Overpayments refunded amount [13] $9,151,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $26,000

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

Number of returns 3,690
Number of single returns 2,090
Number of joint returns 840
Number of head of household returns 620
Number of returns with paid preparer's signature 1,450
Number of exemptions 6,310
Number of dependents 1,800
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 650
Number of elderly returns [4] 870
Adjust gross income (AGI) [5] $134,176,000
Number of returns with total income 3,690
Salaries and wages amount $136,434,000
Number of returns with salaries and wages 3,100
Salaries and wages amount $104,694
Number of returns with taxable interest 840
Taxable interest amount $456
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,718,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,170
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $130
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $6,045,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,035,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,570,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $12,667,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $278,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $5,135,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $789,000
Number of returns with total statutory adjustments 1,010
Total statutory adjustments amount $2,258,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $210,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $357,000
Number of returns with IRA payments 70
IRA payments amount $254,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $496,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 760
Total itemized deductions amount $11,868,000
Amount of AGI for itemized returns $29,433,000
Number of returns with State and local income taxes 630
State and local income taxes amount $1,070,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $115,000
Number of returns with real estate taxes 620
Real estate taxes amount $1,354,000
Number of returns with taxes paid 760
Taxes paid amount $2,693,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,081,000
Number of returns with contributions 550
Contributions amount $1,616,000
Number of returns with taxable income 3,570
Taxable income amount $72,619,000
Number of returns with income tax before credits 3,550
Income tax before credits amount $9,132,000
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 $978,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $175,000
Number of returns with retirement savings contribution credit 440
Retirement savings contribution credit amount $74,000
Number of returns with child tax credit 650
Child tax credit amount $602,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 410
Self-employment tax amount $997,000
Number of returns with total tax payments 3,550
Total tax payments amount $14,491,000
Number of returns with earned income credit 640
Earned income credit amount [8] $1,315,000
Number of returns with excess earned income credit 520
Excess earned income credit (refundable) amount [9] $1,061,000
Number of returns with additional child tax credit 500
Additional child tax credit amount $685,000
Number of returns with refundable education credit 140
Refundable education credit amount $103,000
Number of returns with income tax 3,060
Income tax amount [10] $8,154,000
Number of returns with tax liability 3,210
Total tax liability amount [11] $9,323,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 730
Tax due at time of filing amount [12] $1,272,000
Number of returns with overpayments refunded 2,890
Overpayments refunded amount [13] $6,302,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $91,000

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

Number of returns 1,860
Number of single returns 890
Number of joint returns 740
Number of head of household returns 180
Number of returns with paid preparer's signature 890
Number of exemptions 3,440
Number of dependents 830
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 220
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $114,310,000
Number of returns with total income 1,860
Salaries and wages amount $115,973,000
Number of returns with salaries and wages 1,510
Salaries and wages amount $82,361
Number of returns with taxable interest 720
Taxable interest amount $517
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,985,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,399
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $177
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $2,997,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,346,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,319,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $12,777,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $82,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $7,626,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,442,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,663,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $387,000
Number of returns with IRA payments 50
IRA payments amount $189,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $303,000
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 770
Total itemized deductions amount $12,744,000
Amount of AGI for itemized returns $47,751,000
Number of returns with State and local income taxes 690
State and local income taxes amount $1,927,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $77,000
Number of returns with real estate taxes 650
Real estate taxes amount $1,430,000
Number of returns with taxes paid 770
Taxes paid amount $3,593,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $3,176,000
Number of returns with contributions 600
Contributions amount $2,021,000
Number of returns with taxable income 1,850
Taxable income amount $76,873,000
Number of returns with income tax before credits 1,850
Income tax before credits amount $11,060,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $796,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $122,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 350
Child tax credit amount $521,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 220
Self-employment tax amount $554,000
Number of returns with total tax payments 1,820
Total tax payments amount $12,734,000
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 70
Additional child tax credit amount $79,000
Number of returns with refundable education credit 80
Refundable education credit amount $64,000
Number of returns with income tax 1,790
Income tax amount [10] $10,264,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $10,891,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,311,000
Number of returns with overpayments refunded 1,240
Overpayments refunded amount [13] $2,950,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $142,000

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

Number of returns 1,170
Number of single returns 340
Number of joint returns 760
Number of head of household returns 50
Number of returns with paid preparer's signature 590
Number of exemptions 2,540
Number of dependents 610
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] 100
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $101,126,000
Number of returns with total income 1,170
Salaries and wages amount $102,609,000
Number of returns with salaries and wages 890
Salaries and wages amount $65,353
Number of returns with taxable interest 590
Taxable interest amount $660
Number of returns with ordinary dividends 390
Ordinary dividends amount $2,187,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,617
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $218
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,732,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $2,197,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $5,228,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $13,438,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $119,000
Number of returns with taxable Social Security benefits 380
Taxable Social Security benefits amount $8,260,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,965,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,483,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $360,000
Number of returns with IRA payments 40
IRA payments amount $195,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $180,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $35,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $105,000
Number of returns with itemized deductions 640
Total itemized deductions amount $13,580,000
Amount of AGI for itemized returns $56,006,000
Number of returns with State and local income taxes 570
State and local income taxes amount $2,336,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $77,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,681,000
Number of returns with taxes paid 640
Taxes paid amount $4,276,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $3,463,000
Number of returns with contributions 530
Contributions amount $2,186,000
Number of returns with taxable income 1,160
Taxable income amount $71,255,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $10,546,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $611,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $397,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 160
Self-employment tax amount $457,000
Number of returns with total tax payments 1,140
Total tax payments amount $11,693,000
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 60
Refundable education credit amount $55,000
Number of returns with income tax 1,140
Income tax amount [10] $9,935,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $10,491,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,181,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [13] $2,152,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $200,000

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

Number of returns 1,580
Number of single returns 320
Number of joint returns 1,190
Number of head of household returns 60
Number of returns with paid preparer's signature 940
Number of exemptions 3,530
Number of dependents 760
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] 80
Number of elderly returns [4] 780
Adjust gross income (AGI) [5] $217,163,000
Number of returns with total income 1,580
Salaries and wages amount $220,374,000
Number of returns with salaries and wages 1,160
Salaries and wages amount $118,485
Number of returns with taxable interest 1,000
Taxable interest amount $1,906
Number of returns with ordinary dividends 770
Ordinary dividends amount $9,815,000
Number of returns with qualified dividends 740
Qualified dividends amount [6] $7,507
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $671
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $6,194,000
Number of returns with net capital gain (less loss) 740
Net capital gain (less loss) amount $11,345,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $18,505,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $29,700,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $155,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $15,895,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $6,122,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $3,211,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $510,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $961,000
Number of returns with IRA payments 50
IRA payments amount $342,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $165,000
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 1,230
Total itemized deductions amount $33,134,000
Amount of AGI for itemized returns $172,570,000
Number of returns with State and local income taxes 1,160
State and local income taxes amount $7,823,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $99,000
Number of returns with real estate taxes 1,140
Real estate taxes amount $5,279,000
Number of returns with taxes paid 1,230
Taxes paid amount $13,658,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $7,885,000
Number of returns with contributions 1,090
Contributions amount $5,591,000
Number of returns with taxable income 1,580
Taxable income amount $165,288,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $28,251,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $150,000
Number of returns with total tax credits 640
Total tax credits amount $670,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $135,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $69,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $105,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $246,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 230
Self-employment tax amount $1,035,000
Number of returns with total tax payments 1,550
Total tax payments amount $29,678,000
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 60
Refundable education credit amount $61,000
Number of returns with income tax 1,560
Income tax amount [10] $27,581,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $28,880,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $3,576,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $3,534,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $806,000

Adjusted Gross Income: $200,000 or more

Number of returns 950
Number of single returns 110
Number of joint returns 810
Number of head of household returns 0
Number of returns with paid preparer's signature 780
Number of exemptions 2,410
Number of dependents 650
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] 470
Adjust gross income (AGI) [5] $566,945,000
Number of returns with total income 950
Salaries and wages amount $576,541,000
Number of returns with salaries and wages 730
Salaries and wages amount $285,685
Number of returns with taxable interest 800
Taxable interest amount $5,551
Number of returns with ordinary dividends 750
Ordinary dividends amount $30,472,000
Number of returns with qualified dividends 730
Qualified dividends amount [6] $24,991
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $1,806
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $20,528,000
Number of returns with net capital gain (less loss) 730
Net capital gain (less loss) amount $68,166,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $18,845,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $18,234,000
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 330
Taxable Social Security benefits amount $9,228,000
Number of returns with partnership/S-corp net income (less loss) 460
Partnership/S-corp net income (less loss) amount $95,702,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $9,596,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,533,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $2,252,000
Number of returns with IRA payments 30
IRA payments amount $238,000
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 40
Domestic production activities deduction amount $1,458,000
Number of returns with itemized deductions 930
Total itemized deductions amount $75,477,000
Amount of AGI for itemized returns $560,370,000
Number of returns with State and local income taxes 900
State and local income taxes amount $32,279,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $112,000
Number of returns with real estate taxes 880
Real estate taxes amount $8,319,000
Number of returns with taxes paid 930
Taxes paid amount $41,878,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $9,613,000
Number of returns with contributions 880
Contributions amount $14,987,000
Number of returns with taxable income 950
Taxable income amount $486,072,000
Number of returns with income tax before credits 950
Income tax before credits amount $142,464,000
Number of returns with alternative minimum tax 570
Alternative minimum tax amount $4,484,000
Number of returns with total tax credits 500
Total tax credits amount $1,258,000
Number of returns with foreign tax credit 440
Foreign tax credit amount $831,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
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 $7,000
Number of returns with self-employment tax 260
Self-employment tax amount $2,104,000
Number of returns with total tax payments 940
Total tax payments amount $141,232,000
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 940
Income tax amount [10] $139,882,000
Number of returns with tax liability 950
Total tax liability amount [11] $146,308,000
Number of returns with net investment income tax 610
Net investment income tax $2,531,000
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $16,484,000
Number of returns with overpayments refunded 260
Overpayments refunded amount [13] $3,739,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $7,515,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.