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ZIP Code Database - Facts & Stats

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ZIP Code 28461 Income Tax Stats

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

ZIP Code 28461 Data

Zip Code:28461
City:Southport
State:NC [North Carolina]
Counties: BRUNSWICK, NC
City Alias(es):Southport
Area Code:910
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28461 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28461 [1] 10,520
Total Number of Single Tax Returns for ZIP Code 28461 4,940
Total Number of Joint Tax Returns for ZIP Code 28461 5,640
Total Number of Dependents for ZIP Code 28461 3,330
Total Adjusted Gross Income for ZIP Code 28461 $920,289,000
Average Income per Person for ZIP Code 28461 $57,069
Average Income per Household for ZIP Code 28461 $87,480

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 3,040
Number of single returns 2,070
Number of joint returns 560
Number of head of household returns 370
Number of returns with paid preparer's signature 1,340
Number of exemptions 3,930
Number of dependents 830
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 210
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 440
Number of elderly returns [4] 1,070
Adjust gross income (AGI) [5] $37,628,000
Number of returns with total income 3,040
Salaries and wages amount $38,456,000
Number of returns with salaries and wages 2,000
Salaries and wages amount $23,776
Number of returns with taxable interest 680
Taxable interest amount $391
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,120,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $719
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $4,026,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $284,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $2,789,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $5,790,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $93,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $654,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $47,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $828,000
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 $180,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $78,000
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 340
Total itemized deductions amount $5,813,000
Amount of AGI for itemized returns $4,702,000
Number of returns with State and local income taxes 130
State and local income taxes amount $156,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $116,000
Number of returns with real estate taxes 260
Real estate taxes amount $566,000
Number of returns with taxes paid 330
Taxes paid amount $892,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,217,000
Number of returns with contributions 230
Contributions amount $395,000
Number of returns with taxable income 1,240
Taxable income amount $7,041,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $767,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $86,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $29,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 80
Child tax credit amount $29,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 460
Self-employment tax amount $647,000
Number of returns with total tax payments 2,590
Total tax payments amount $5,197,000
Number of returns with earned income credit 850
Earned income credit amount [8] $1,912,000
Number of returns with excess earned income credit 690
Excess earned income credit (refundable) amount [9] $1,561,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $507,000
Number of returns with refundable education credit 60
Refundable education credit amount $50,000
Number of returns with income tax 1,100
Income tax amount [10] $681,000
Number of returns with tax liability 1,480
Total tax liability amount [11] $1,383,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $319,000
Number of returns with overpayments refunded 2,330
Overpayments refunded amount [13] $4,036,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $37,000

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

Number of returns 1,940
Number of single returns 910
Number of joint returns 730
Number of head of household returns 240
Number of returns with paid preparer's signature 930
Number of exemptions 3,520
Number of dependents 860
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 120
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 280
Number of elderly returns [4] 840
Adjust gross income (AGI) [5] $70,953,000
Number of returns with total income 1,940
Salaries and wages amount $72,048,000
Number of returns with salaries and wages 1,340
Salaries and wages amount $42,318
Number of returns with taxable interest 640
Taxable interest amount $548
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,670,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,137
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $114
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,327,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,053,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $5,494,000
Number of returns with taxable pensions and annuities 630
Taxable pensions and annuities amount $11,696,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $205,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $5,569,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $928,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,095,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $301,000
Number of returns with IRA payments 50
IRA payments amount $196,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $116,000
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 540
Total itemized deductions amount $9,845,000
Amount of AGI for itemized returns $20,512,000
Number of returns with State and local income taxes 380
State and local income taxes amount $656,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $129,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,122,000
Number of returns with taxes paid 540
Taxes paid amount $2,024,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,440,000
Number of returns with contributions 440
Contributions amount $1,223,000
Number of returns with taxable income 1,830
Taxable income amount $34,466,000
Number of returns with income tax before credits 1,800
Income tax before credits amount $4,157,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $442,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $61,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 310
Child tax credit amount $286,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $539,000
Number of returns with total tax payments 1,830
Total tax payments amount $7,330,000
Number of returns with earned income credit 350
Earned income credit amount [8] $791,000
Number of returns with excess earned income credit 270
Excess earned income credit (refundable) amount [9] $591,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $325,000
Number of returns with refundable education credit 50
Refundable education credit amount $38,000
Number of returns with income tax 1,570
Income tax amount [10] $3,715,000
Number of returns with tax liability 1,680
Total tax liability amount [11] $4,374,000
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] $654,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [13] $3,509,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $82,000

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

Number of returns 1,310
Number of single returns 420
Number of joint returns 760
Number of head of household returns 90
Number of returns with paid preparer's signature 720
Number of exemptions 2,580
Number of dependents 520
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 120
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $80,971,000
Number of returns with total income 1,310
Salaries and wages amount $82,195,000
Number of returns with salaries and wages 800
Salaries and wages amount $37,454
Number of returns with taxable interest 640
Taxable interest amount $720
Number of returns with ordinary dividends 460
Ordinary dividends amount $2,367,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,635
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $199
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,575,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,826,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $7,839,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $17,728,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $217,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $11,210,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $625,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,224,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $273,000
Number of returns with IRA payments 30
IRA payments amount $159,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $94,000
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 640
Total itemized deductions amount $12,454,000
Amount of AGI for itemized returns $39,907,000
Number of returns with State and local income taxes 530
State and local income taxes amount $1,377,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $107,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,347,000
Number of returns with taxes paid 640
Taxes paid amount $2,967,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $3,360,000
Number of returns with contributions 540
Contributions amount $1,553,000
Number of returns with taxable income 1,290
Taxable income amount $50,512,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $6,794,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $453,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $58,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 210
Child tax credit amount $328,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 180
Self-employment tax amount $464,000
Number of returns with total tax payments 1,260
Total tax payments amount $8,167,000
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 20
Additional child tax credit amount $30,000
Number of returns with refundable education credit 30
Refundable education credit amount $31,000
Number of returns with income tax 1,250
Income tax amount [10] $6,341,000
Number of returns with tax liability 1,270
Total tax liability amount [11] $6,912,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,099,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $2,136,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $207,000

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

Number of returns 1,130
Number of single returns 260
Number of joint returns 820
Number of head of household returns 30
Number of returns with paid preparer's signature 680
Number of exemptions 2,310
Number of dependents 360
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $98,144,000
Number of returns with total income 1,130
Salaries and wages amount $99,256,000
Number of returns with salaries and wages 640
Salaries and wages amount $37,222
Number of returns with taxable interest 660
Taxable interest amount $703
Number of returns with ordinary dividends 510
Ordinary dividends amount $3,298,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $2,302
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $299
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $2,936,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $2,536,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $11,145,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $24,586,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $15,570,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,125,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $1,112,000
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 50
Self-employment health insurance deduction amount $274,000
Number of returns with IRA payments 30
IRA payments amount $164,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $67,000
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 640
Total itemized deductions amount $14,449,000
Amount of AGI for itemized returns $55,428,000
Number of returns with State and local income taxes 550
State and local income taxes amount $2,010,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $96,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,762,000
Number of returns with taxes paid 640
Taxes paid amount $4,024,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $3,666,000
Number of returns with contributions 570
Contributions amount $2,024,000
Number of returns with taxable income 1,120
Taxable income amount $68,198,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $9,645,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $327,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $52,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $217,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $470,000
Number of returns with total tax payments 1,100
Total tax payments amount $10,539,000
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 $32,000
Number of returns with income tax 1,110
Income tax amount [10] $9,317,000
Number of returns with tax liability 1,110
Total tax liability amount [11] $9,824,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,343,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $1,784,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $205,000

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

Number of returns 2,270
Number of single returns 230
Number of joint returns 2,010
Number of head of household returns 20
Number of returns with paid preparer's signature 1,300
Number of exemptions 4,840
Number of dependents 570
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 70
Number of elderly returns [4] 1,720
Adjust gross income (AGI) [5] $312,807,000
Number of returns with total income 2,270
Salaries and wages amount $316,938,000
Number of returns with salaries and wages 1,240
Salaries and wages amount $102,724
Number of returns with taxable interest 1,550
Taxable interest amount $2,275
Number of returns with ordinary dividends 1,350
Ordinary dividends amount $12,116,000
Number of returns with qualified dividends 1,300
Qualified dividends amount [6] $8,943
Number of returns with state and local income tax refunds 990
State and local income tax refunds amount $1,106
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $8,156,000
Number of returns with net capital gain (less loss) 1,270
Net capital gain (less loss) amount $13,266,000
Number of returns with taxable individual retirement arrangements distributions 1,180
Taxable individual retirement arrangements distributions amount $44,741,000
Number of returns with taxable pensions and annuities 1,530
Taxable pensions and annuities amount $87,101,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $240,000
Number of returns with taxable Social Security benefits 1,440
Taxable Social Security benefits amount $39,865,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $5,377,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $4,131,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $970,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $991,000
Number of returns with IRA payments 80
IRA payments amount $552,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $120,000
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 $352,000
Number of returns with itemized deductions 1,720
Total itemized deductions amount $46,136,000
Amount of AGI for itemized returns $241,462,000
Number of returns with State and local income taxes 1,570
State and local income taxes amount $9,421,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $250,000
Number of returns with real estate taxes 1,670
Real estate taxes amount $5,901,000
Number of returns with taxes paid 1,720
Taxes paid amount $16,138,000
Number of returns with mortgage interest paid 1,400
Mortgage interest paid amount $12,683,000
Number of returns with contributions 1,600
Contributions amount $7,714,000
Number of returns with taxable income 2,270
Taxable income amount $239,498,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $39,922,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $71,000
Number of returns with total tax credits 820
Total tax credits amount $523,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $109,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $29,000
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 130
Child tax credit amount $166,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,389,000
Number of returns with total tax payments 2,240
Total tax payments amount $40,921,000
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 70
Refundable education credit amount $67,000
Number of returns with income tax 2,250
Income tax amount [10] $39,400,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $40,975,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,060
Tax due at time of filing amount [12] $5,009,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $4,297,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $612,000

Adjusted Gross Income: $200,000 or more

Number of returns 830
Number of single returns 60
Number of joint returns 760
Number of head of household returns 0
Number of returns with paid preparer's signature 580
Number of exemptions 1,770
Number of dependents 190
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] 640
Adjust gross income (AGI) [5] $319,786,000
Number of returns with total income 830
Salaries and wages amount $324,194,000
Number of returns with salaries and wages 600
Salaries and wages amount $148,097
Number of returns with taxable interest 690
Taxable interest amount $3,138
Number of returns with ordinary dividends 650
Ordinary dividends amount $17,542,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $14,018
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $1,168
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $11,709,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $42,811,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $22,693,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $35,354,000
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 410
Taxable Social Security benefits amount $11,704,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $26,987,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $4,408,000
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 $1,481,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,087,000
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 780
Total itemized deductions amount $36,587,000
Amount of AGI for itemized returns $302,338,000
Number of returns with State and local income taxes 750
State and local income taxes amount $16,780,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $43,000
Number of returns with real estate taxes 760
Real estate taxes amount $4,712,000
Number of returns with taxes paid 780
Taxes paid amount $21,895,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $6,801,000
Number of returns with contributions 750
Contributions amount $6,659,000
Number of returns with taxable income 830
Taxable income amount $277,155,000
Number of returns with income tax before credits 830
Income tax before credits amount $70,513,000
Number of returns with alternative minimum tax 400
Alternative minimum tax amount $2,633,000
Number of returns with total tax credits 400
Total tax credits amount $519,000
Number of returns with foreign tax credit 370
Foreign tax credit amount $364,000
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 20
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 170
Self-employment tax amount $1,388,000
Number of returns with total tax payments 820
Total tax payments amount $68,451,000
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 830
Income tax amount [10] $69,993,000
Number of returns with tax liability 830
Total tax liability amount [11] $73,443,000
Number of returns with net investment income tax 450
Net investment income tax $1,432,000
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $10,492,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $2,919,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $2,523,000

[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.