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ZIP Code Database - Facts & Stats

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ZIP Code 28516 Income Tax Stats

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

ZIP Code 28516 Data

Zip Code:28516
City:Beaufort
State:NC [North Carolina]
Counties: CARTERET, NC
City Alias(es):Beaufort
Area Code:252
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28516 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28516 [1] 5,180
Total Number of Single Tax Returns for ZIP Code 28516 1,890
Total Number of Joint Tax Returns for ZIP Code 28516 2,040
Total Number of Dependents for ZIP Code 28516 2,220
Total Adjusted Gross Income for ZIP Code 28516 $294,045,000
Average Income per Person for ZIP Code 28516 $25,723
Average Income per Household for ZIP Code 28516 $56,765

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 2,050
Number of single returns 1,360
Number of joint returns 310
Number of head of household returns 340
Number of returns with paid preparer's signature 890
Number of exemptions 2,800
Number of dependents 730
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 390
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $25,744,000
Number of returns with total income 2,050
Salaries and wages amount $26,189,000
Number of returns with salaries and wages 1,480
Salaries and wages amount $17,926
Number of returns with taxable interest 360
Taxable interest amount $175
Number of returns with ordinary dividends 190
Ordinary dividends amount $407,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $283
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $2,179,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $52,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $811,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $4,050,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $80,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $222,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $29,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $445,000
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 60
Self-employment health insurance deduction amount $143,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $27,000
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 120
Total itemized deductions amount $1,743,000
Amount of AGI for itemized returns $1,825,000
Number of returns with State and local income taxes 60
State and local income taxes amount $76,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $29,000
Number of returns with real estate taxes 100
Real estate taxes amount $194,000
Number of returns with taxes paid 120
Taxes paid amount $320,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $281,000
Number of returns with contributions 90
Contributions amount $186,000
Number of returns with taxable income 900
Taxable income amount $5,130,000
Number of returns with income tax before credits 910
Income tax before credits amount $568,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $52,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 $14,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 50
Child tax credit amount $17,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 310
Self-employment tax amount $377,000
Number of returns with total tax payments 1,840
Total tax payments amount $3,857,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,609,000
Number of returns with excess earned income credit 600
Excess earned income credit (refundable) amount [9] $1,412,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $406,000
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 820
Income tax amount [10] $516,000
Number of returns with tax liability 1,050
Total tax liability amount [11] $934,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $200,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [13] $3,103,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $36,000

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

Number of returns 1,200
Number of single returns 590
Number of joint returns 360
Number of head of household returns 200
Number of returns with paid preparer's signature 540
Number of exemptions 2,110
Number of dependents 550
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $42,840,000
Number of returns with total income 1,200
Salaries and wages amount $43,391,000
Number of returns with salaries and wages 960
Salaries and wages amount $30,698
Number of returns with taxable interest 310
Taxable interest amount $162
Number of returns with ordinary dividends 150
Ordinary dividends amount $442,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $239
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $52
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,378,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $400,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $925,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $7,101,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $152,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $1,778,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $215,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $551,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $138,000
Number of returns with IRA payments 30
IRA payments amount $101,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $74,000
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 220
Total itemized deductions amount $3,386,000
Amount of AGI for itemized returns $8,718,000
Number of returns with State and local income taxes 160
State and local income taxes amount $263,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $46,000
Number of returns with real estate taxes 180
Real estate taxes amount $295,000
Number of returns with taxes paid 220
Taxes paid amount $632,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $784,000
Number of returns with contributions 170
Contributions amount $508,000
Number of returns with taxable income 1,160
Taxable income amount $22,099,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $2,747,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $279,000
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 $18,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $41,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 200
Child tax credit amount $177,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $287,000
Number of returns with total tax payments 1,170
Total tax payments amount $4,679,000
Number of returns with earned income credit 230
Earned income credit amount [8] $534,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $429,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $231,000
Number of returns with refundable education credit 20
Refundable education credit amount $18,000
Number of returns with income tax 1,010
Income tax amount [10] $2,468,000
Number of returns with tax liability 1,050
Total tax liability amount [11] $2,818,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $335,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [13] $2,152,000
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 740
Number of single returns 250
Number of joint returns 400
Number of head of household returns 60
Number of returns with paid preparer's signature 420
Number of exemptions 1,500
Number of dependents 360
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 80
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $45,610,000
Number of returns with total income 740
Salaries and wages amount $46,257,000
Number of returns with salaries and wages 560
Salaries and wages amount $28,236
Number of returns with taxable interest 310
Taxable interest amount $270
Number of returns with ordinary dividends 160
Ordinary dividends amount $667,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $488
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $63
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,057,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $742,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,976,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $9,227,000
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 260
Taxable Social Security benefits amount $3,709,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $228,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $647,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $174,000
Number of returns with IRA payments 40
IRA payments amount $202,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $74,000
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 260
Total itemized deductions amount $4,736,000
Amount of AGI for itemized returns $16,194,000
Number of returns with State and local income taxes 210
State and local income taxes amount $566,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $54,000
Number of returns with real estate taxes 240
Real estate taxes amount $436,000
Number of returns with taxes paid 260
Taxes paid amount $1,104,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,253,000
Number of returns with contributions 220
Contributions amount $773,000
Number of returns with taxable income 740
Taxable income amount $29,605,000
Number of returns with income tax before credits 730
Income tax before credits amount $4,091,000
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 $313,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 150
Child tax credit amount $225,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $240,000
Number of returns with total tax payments 730
Total tax payments amount $4,838,000
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 $19,000
Number of returns with income tax 710
Income tax amount [10] $3,778,000
Number of returns with tax liability 720
Total tax liability amount [11] $4,054,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $463,000
Number of returns with overpayments refunded 490
Overpayments refunded amount [13] $1,183,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $38,000

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

Number of returns 450
Number of single returns 80
Number of joint returns 340
Number of head of household returns 40
Number of returns with paid preparer's signature 270
Number of exemptions 1,020
Number of dependents 220
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] 20
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $38,718,000
Number of returns with total income 450
Salaries and wages amount $39,173,000
Number of returns with salaries and wages 350
Salaries and wages amount $22,442
Number of returns with taxable interest 230
Taxable interest amount $143
Number of returns with ordinary dividends 130
Ordinary dividends amount $815,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $534
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $61
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,010,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $797,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,075,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $7,391,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $109,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,722,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $189,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $455,000
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 20
Self-employment health insurance deduction amount $125,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $43,000
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 $4,232,000
Amount of AGI for itemized returns $18,299,000
Number of returns with State and local income taxes 190
State and local income taxes amount $714,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $22,000
Number of returns with real estate taxes 200
Real estate taxes amount $393,000
Number of returns with taxes paid 210
Taxes paid amount $1,178,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,054,000
Number of returns with contributions 180
Contributions amount $655,000
Number of returns with taxable income 450
Taxable income amount $27,337,000
Number of returns with income tax before credits 440
Income tax before credits amount $3,884,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $249,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $155,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 60
Self-employment tax amount $176,000
Number of returns with total tax payments 440
Total tax payments amount $4,128,000
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 $16,000
Number of returns with income tax 440
Income tax amount [10] $3,635,000
Number of returns with tax liability 440
Total tax liability amount [11] $3,865,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $502,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $716,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $43,000

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

Number of returns 570
Number of single returns 100
Number of joint returns 480
Number of head of household returns 0
Number of returns with paid preparer's signature 370
Number of exemptions 1,330
Number of dependents 280
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] 20
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $76,387,000
Number of returns with total income 570
Salaries and wages amount $77,275,000
Number of returns with salaries and wages 430
Salaries and wages amount $42,427
Number of returns with taxable interest 370
Taxable interest amount $643
Number of returns with ordinary dividends 250
Ordinary dividends amount $2,031,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $1,578
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $188
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,346,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $3,608,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $5,308,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $12,519,000
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 230
Taxable Social Security benefits amount $5,571,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,558,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $888,000
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 $326,000
Number of returns with IRA payments 20
IRA payments amount $151,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $36,000
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 410
Total itemized deductions amount $9,626,000
Amount of AGI for itemized returns $55,266,000
Number of returns with State and local income taxes 370
State and local income taxes amount $2,357,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $40,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,028,000
Number of returns with taxes paid 410
Taxes paid amount $3,534,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,403,000
Number of returns with contributions 360
Contributions amount $1,781,000
Number of returns with taxable income 570
Taxable income amount $59,237,000
Number of returns with income tax before credits 570
Income tax before credits amount $9,970,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $218,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $59,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $84,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $350,000
Number of returns with total tax payments 570
Total tax payments amount $9,920,000
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 570
Income tax amount [10] $9,751,000
Number of returns with tax liability 570
Total tax liability amount [11] $10,138,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $1,382,000
Number of returns with overpayments refunded 270
Overpayments refunded amount [13] $1,052,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $89,000

Adjusted Gross Income: $200,000 or more

Number of returns 170
Number of single returns 0
Number of joint returns 150
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 400
Number of dependents 80
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] 100
Adjust gross income (AGI) [5] $64,746,000
Number of returns with total income 170
Salaries and wages amount $66,129,000
Number of returns with salaries and wages 140
Salaries and wages amount $25,212
Number of returns with taxable interest 140
Taxable interest amount $1,117
Number of returns with ordinary dividends 120
Ordinary dividends amount $2,326,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $1,917
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $253
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $2,784,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $11,369,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,585,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,792,000
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 70
Taxable Social Security benefits amount $1,867,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $14,154,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,383,000
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 40
Self-employment health insurance deduction amount $387,000
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 160
Total itemized deductions amount $7,070,000
Amount of AGI for itemized returns $61,480,000
Number of returns with State and local income taxes 160
State and local income taxes amount $3,482,000
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 160
Real estate taxes amount $751,000
Number of returns with taxes paid 160
Taxes paid amount $4,299,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,279,000
Number of returns with contributions 150
Contributions amount $1,416,000
Number of returns with taxable income 170
Taxable income amount $56,356,000
Number of returns with income tax before credits 170
Income tax before credits amount $13,764,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $490,000
Number of returns with total tax credits 90
Total tax credits amount $306,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $26,000
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 $291,000
Number of returns with total tax payments 170
Total tax payments amount $14,212,000
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 170
Income tax amount [10] $13,296,000
Number of returns with tax liability 170
Total tax liability amount [11] $13,977,000
Number of returns with net investment income tax 110
Net investment income tax $323,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $1,816,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $691,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $954,000

[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.