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ZIP Code Database - Facts & Stats

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ZIP Code 28532 Income Tax Stats

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

ZIP Code 28532 Data

Zip Code:28532
City:Havelock
State:NC [North Carolina]
Counties: CRAVEN, NC
City Alias(es):Havelock
Area Code:252
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28532 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28532 [1] 9,550
Total Number of Single Tax Returns for ZIP Code 28532 4,000
Total Number of Joint Tax Returns for ZIP Code 28532 4,050
Total Number of Dependents for ZIP Code 28532 6,370
Total Adjusted Gross Income for ZIP Code 28532 $414,835,000
Average Income per Person for ZIP Code 28532 $17,789
Average Income per Household for ZIP Code 28532 $43,438

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 3,750
Number of single returns 2,350
Number of joint returns 510
Number of head of household returns 740
Number of returns with paid preparer's signature 1,390
Number of exemptions 5,510
Number of dependents 1,770
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 190
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] 1,010
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $52,178,000
Number of returns with total income 3,750
Salaries and wages amount $52,613,000
Number of returns with salaries and wages 3,290
Salaries and wages amount $45,430
Number of returns with taxable interest 310
Taxable interest amount $138
Number of returns with ordinary dividends 130
Ordinary dividends amount $131,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $85
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $10
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $1,955,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $56,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $446,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $4,502,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $97,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $153,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $435,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $85,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $36,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 130
Total itemized deductions amount $1,866,000
Amount of AGI for itemized returns $2,179,000
Number of returns with State and local income taxes 70
State and local income taxes amount $71,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $17,000
Number of returns with real estate taxes 80
Real estate taxes amount $148,000
Number of returns with taxes paid 120
Taxes paid amount $280,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $384,000
Number of returns with contributions 80
Contributions amount $238,000
Number of returns with taxable income 1,810
Taxable income amount $11,893,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $1,289,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $149,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $39,000
Number of returns with retirement savings contribution credit 390
Retirement savings contribution credit amount $57,000
Number of returns with child tax credit 120
Child tax credit amount $40,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 290
Self-employment tax amount $332,000
Number of returns with total tax payments 3,590
Total tax payments amount $9,039,000
Number of returns with earned income credit 1,410
Earned income credit amount [8] $3,920,000
Number of returns with excess earned income credit 1,300
Excess earned income credit (refundable) amount [9] $3,642,000
Number of returns with additional child tax credit 890
Additional child tax credit amount $1,060,000
Number of returns with refundable education credit 140
Refundable education credit amount $95,000
Number of returns with income tax 1,570
Income tax amount [10] $1,139,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $1,528,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $122,000
Number of returns with overpayments refunded 3,460
Overpayments refunded amount [13] $7,615,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $25,000

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

Number of returns 2,860
Number of single returns 950
Number of joint returns 1,290
Number of head of household returns 490
Number of returns with paid preparer's signature 1,090
Number of exemptions 6,350
Number of dependents 2,200
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 280
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] 730
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $102,803,000
Number of returns with total income 2,860
Salaries and wages amount $103,530,000
Number of returns with salaries and wages 2,590
Salaries and wages amount $90,771
Number of returns with taxable interest 420
Taxable interest amount $192
Number of returns with ordinary dividends 160
Ordinary dividends amount $165,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $119
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $861,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $148,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $695,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $9,244,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $139,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $1,631,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $263,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $727,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 50
IRA payments amount $134,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $208,000
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 290
Total itemized deductions amount $4,179,000
Amount of AGI for itemized returns $11,256,000
Number of returns with State and local income taxes 240
State and local income taxes amount $375,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $33,000
Number of returns with real estate taxes 230
Real estate taxes amount $467,000
Number of returns with taxes paid 290
Taxes paid amount $929,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,074,000
Number of returns with contributions 210
Contributions amount $657,000
Number of returns with taxable income 2,750
Taxable income amount $47,734,000
Number of returns with income tax before credits 2,750
Income tax before credits amount $5,732,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,520
Total tax credits amount $1,210,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $182,000
Number of returns with retirement savings contribution credit 830
Retirement savings contribution credit amount $185,000
Number of returns with child tax credit 810
Child tax credit amount $746,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 140
Self-employment tax amount $243,000
Number of returns with total tax payments 2,840
Total tax payments amount $12,581,000
Number of returns with earned income credit 910
Earned income credit amount [8] $1,991,000
Number of returns with excess earned income credit 810
Excess earned income credit (refundable) amount [9] $1,776,000
Number of returns with additional child tax credit 710
Additional child tax credit amount $998,000
Number of returns with refundable education credit 180
Refundable education credit amount $126,000
Number of returns with income tax 2,070
Income tax amount [10] $4,522,000
Number of returns with tax liability 2,170
Total tax liability amount [11] $4,855,000
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] $283,000
Number of returns with overpayments refunded 2,610
Overpayments refunded amount [13] $7,966,000
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 1,390
Number of single returns 320
Number of joint returns 900
Number of head of household returns 140
Number of returns with paid preparer's signature 650
Number of exemptions 3,500
Number of dependents 1,220
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 100
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] 270
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $85,015,000
Number of returns with total income 1,390
Salaries and wages amount $85,631,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $65,103
Number of returns with taxable interest 400
Taxable interest amount $208
Number of returns with ordinary dividends 160
Ordinary dividends amount $247,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $189
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $105
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $395,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $331,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $775,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $14,199,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $91,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $3,822,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $97,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $616,000
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 40
Self-employment health insurance deduction amount $251,000
Number of returns with IRA payments 20
IRA payments amount $57,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $150,000
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 380
Total itemized deductions amount $6,414,000
Amount of AGI for itemized returns $23,449,000
Number of returns with State and local income taxes 330
State and local income taxes amount $900,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $39,000
Number of returns with real estate taxes 330
Real estate taxes amount $585,000
Number of returns with taxes paid 380
Taxes paid amount $1,615,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,722,000
Number of returns with contributions 300
Contributions amount $1,325,000
Number of returns with taxable income 1,380
Taxable income amount $52,783,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $7,133,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 670
Total tax credits amount $1,035,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $61,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $34,000
Number of returns with child tax credit 490
Child tax credit amount $783,000
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 $147,000
Number of returns with total tax payments 1,380
Total tax payments amount $9,194,000
Number of returns with earned income credit 20
Earned income credit amount [8] $6,000
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 110
Additional child tax credit amount $144,000
Number of returns with refundable education credit 100
Refundable education credit amount $81,000
Number of returns with income tax 1,290
Income tax amount [10] $6,097,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $6,311,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $386,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $3,233,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 800
Number of single returns 110
Number of joint returns 650
Number of head of household returns 40
Number of returns with paid preparer's signature 400
Number of exemptions 2,100
Number of dependents 650
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 250
Adjust gross income (AGI) [5] $69,150,000
Number of returns with total income 800
Salaries and wages amount $69,583,000
Number of returns with salaries and wages 690
Salaries and wages amount $48,656
Number of returns with taxable interest 350
Taxable interest amount $243
Number of returns with ordinary dividends 150
Ordinary dividends amount $356,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $279
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $116
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $370,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $455,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,187,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $14,161,000
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 190
Taxable Social Security benefits amount $3,634,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $380,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $433,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $92,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $128,000
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 330
Total itemized deductions amount $6,399,000
Amount of AGI for itemized returns $28,324,000
Number of returns with State and local income taxes 290
State and local income taxes amount $1,011,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $44,000
Number of returns with real estate taxes 310
Real estate taxes amount $648,000
Number of returns with taxes paid 330
Taxes paid amount $1,810,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $1,841,000
Number of returns with contributions 270
Contributions amount $1,495,000
Number of returns with taxable income 800
Taxable income amount $48,342,000
Number of returns with income tax before credits 800
Income tax before credits amount $6,899,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $608,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $95,000
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 $453,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 60
Self-employment tax amount $100,000
Number of returns with total tax payments 800
Total tax payments amount $7,731,000
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 $53,000
Number of returns with income tax 780
Income tax amount [10] $6,291,000
Number of returns with tax liability 790
Total tax liability amount [11] $6,449,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $378,000
Number of returns with overpayments refunded 600
Overpayments refunded amount [13] $1,643,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $79,000

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

Number of returns 700
Number of single returns 50
Number of joint returns 650
Number of head of household returns 0
Number of returns with paid preparer's signature 370
Number of exemptions 1,860
Number of dependents 510
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $89,481,000
Number of returns with total income 700
Salaries and wages amount $90,151,000
Number of returns with salaries and wages 620
Salaries and wages amount $60,772
Number of returns with taxable interest 380
Taxable interest amount $254
Number of returns with ordinary dividends 180
Ordinary dividends amount $719,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $516
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $174
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $569,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,237,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,762,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $19,110,000
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 170
Taxable Social Security benefits amount $3,563,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $2,014,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $670,000
Number of returns with educator expenses 40
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $86,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $89,000
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 430
Total itemized deductions amount $9,277,000
Amount of AGI for itemized returns $56,421,000
Number of returns with State and local income taxes 400
State and local income taxes amount $2,297,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $43,000
Number of returns with real estate taxes 410
Real estate taxes amount $930,000
Number of returns with taxes paid 430
Taxes paid amount $3,472,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,508,000
Number of returns with contributions 360
Contributions amount $2,223,000
Number of returns with taxable income 700
Taxable income amount $69,118,000
Number of returns with income tax before credits 700
Income tax before credits amount $11,483,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $368,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $125,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $185,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $158,000
Number of returns with total tax payments 700
Total tax payments amount $11,393,000
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 80
Refundable education credit amount $76,000
Number of returns with income tax 700
Income tax amount [10] $11,122,000
Number of returns with tax liability 700
Total tax liability amount [11] $11,344,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $1,150,000
Number of returns with overpayments refunded 390
Overpayments refunded amount [13] $1,247,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 50
Number of single returns 0
Number of joint returns 50
Number of head of household returns 0
Number of returns with paid preparer's signature 30
Number of exemptions 120
Number of dependents 20
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] 40
Adjust gross income (AGI) [5] $16,208,000
Number of returns with total income 50
Salaries and wages amount $16,208,000
Number of returns with salaries and wages 50
Salaries and wages amount $7,088
Number of returns with taxable interest 40
Taxable interest amount $196
Number of returns with ordinary dividends 20
Ordinary dividends amount $442,000
Number of returns with qualified dividends 20
Qualified dividends amount [6] $336
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 20
Net capital gain (less loss) amount $1,220,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $2,453,000
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 20
Taxable Social Security benefits amount $580,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 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 50
Total itemized deductions amount $2,821,000
Amount of AGI for itemized returns $16,000,000
Number of returns with State and local income taxes 50
State and local income taxes amount $755,000
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 40
Real estate taxes amount $169,000
Number of returns with taxes paid 50
Taxes paid amount $947,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $389,000
Number of returns with contributions 50
Contributions amount $329,000
Number of returns with taxable income 50
Taxable income amount $12,937,000
Number of returns with income tax before credits 50
Income tax before credits amount $3,049,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $129,000
Number of returns with total tax credits 0
Total tax credits amount $0
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 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 0
Self-employment tax amount $0
Number of returns with total tax payments 50
Total tax payments amount $3,056,000
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 50
Income tax amount [10] $3,041,000
Number of returns with tax liability 50
Total tax liability amount [11] $3,172,000
Number of returns with net investment income tax 20
Net investment income tax $33,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $421,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.