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ZIP Code Database - Facts & Stats

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ZIP Code 28655 Income Tax Stats

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

ZIP Code 28655 Data

Zip Code:28655
City:Morganton
State:NC [North Carolina]
Counties: BURKE, NC
City Alias(es):Morganton
Area Code:828
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


28655 Income Tax Overview

Total Number of Tax Returns for ZIP Code 28655 [1] 21,520
Total Number of Single Tax Returns for ZIP Code 28655 7,910
Total Number of Joint Tax Returns for ZIP Code 28655 8,210
Total Number of Dependents for ZIP Code 28655 13,240
Total Adjusted Gross Income for ZIP Code 28655 $1,011,593,000
Average Income per Person for ZIP Code 28655 $18,394
Average Income per Household for ZIP Code 28655 $47,007

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 8,840
Number of single returns 5,670
Number of joint returns 1,360
Number of head of household returns 1,640
Number of returns with paid preparer's signature 4,700
Number of exemptions 12,900
Number of dependents 3,980
Total number of volunteer prepared returns [5] 300
Number of volunteer income tax assistance (VITA) prepared returns [3] 270
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 1,840
Number of elderly returns [4] 1,980
Adjust gross income (AGI) [5] $112,296,000
Number of returns with total income 8,840
Salaries and wages amount $113,720,000
Number of returns with salaries and wages 6,890
Salaries and wages amount $85,207
Number of returns with taxable interest 1,430
Taxable interest amount $704
Number of returns with ordinary dividends 480
Ordinary dividends amount $944,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $691
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 1,330
Business or professional net income (less loss) amount $7,724,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $582,000
Number of returns with taxable individual retirement arrangements distributions 530
Taxable individual retirement arrangements distributions amount $3,098,000
Number of returns with taxable pensions and annuities 1,470
Taxable pensions and annuities amount $13,660,000
Number of farm returns 40
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $224,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $853,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $312,000
Number of returns with total statutory adjustments 1,280
Total statutory adjustments amount $1,424,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $305,000
Number of returns with IRA payments 30
IRA payments amount $66,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $156,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,859,000
Amount of AGI for itemized returns $5,599,000
Number of returns with State and local income taxes 140
State and local income taxes amount $119,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $131,000
Number of returns with real estate taxes 280
Real estate taxes amount $477,000
Number of returns with taxes paid 360
Taxes paid amount $794,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $850,000
Number of returns with contributions 270
Contributions amount $814,000
Number of returns with taxable income 3,690
Taxable income amount $21,513,000
Number of returns with income tax before credits 3,740
Income tax before credits amount $2,346,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,010
Total tax credits amount $288,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $90,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $67,000
Number of returns with child tax credit 330
Child tax credit amount $104,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,050
Self-employment tax amount $1,361,000
Number of returns with total tax payments 8,140
Total tax payments amount $18,122,000
Number of returns with earned income credit 3,270
Earned income credit amount [8] $7,743,000
Number of returns with excess earned income credit 2,870
Excess earned income credit (refundable) amount [9] $6,869,000
Number of returns with additional child tax credit 1,860
Additional child tax credit amount $2,223,000
Number of returns with refundable education credit 280
Refundable education credit amount $202,000
Number of returns with income tax 3,160
Income tax amount [10] $2,058,000
Number of returns with tax liability 4,120
Total tax liability amount [11] $3,600,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $576,000
Number of returns with overpayments refunded 7,600
Overpayments refunded amount [13] $15,035,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $50,000

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

Number of returns 6,280
Number of single returns 2,690
Number of joint returns 1,950
Number of head of household returns 1,440
Number of returns with paid preparer's signature 3,530
Number of exemptions 12,730
Number of dependents 4,530
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
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] 1,160
Number of elderly returns [4] 1,360
Adjust gross income (AGI) [5] $223,970,000
Number of returns with total income 6,280
Salaries and wages amount $225,870,000
Number of returns with salaries and wages 5,470
Salaries and wages amount $183,808
Number of returns with taxable interest 1,510
Taxable interest amount $882
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,207,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $846
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $182
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $4,968,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,078,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $3,794,000
Number of returns with taxable pensions and annuities 1,240
Taxable pensions and annuities amount $21,473,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $145,000
Number of returns with taxable Social Security benefits 1,160
Taxable Social Security benefits amount $7,423,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,071,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $1,900,000
Number of returns with educator expenses 130
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $383,000
Number of returns with IRA payments 90
IRA payments amount $312,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $404,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $12,806,000
Amount of AGI for itemized returns $31,578,000
Number of returns with State and local income taxes 610
State and local income taxes amount $1,052,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $171,000
Number of returns with real estate taxes 680
Real estate taxes amount $1,176,000
Number of returns with taxes paid 830
Taxes paid amount $2,568,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $2,501,000
Number of returns with contributions 610
Contributions amount $2,140,000
Number of returns with taxable income 6,040
Taxable income amount $110,685,000
Number of returns with income tax before credits 6,020
Income tax before credits amount $13,480,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,640
Total tax credits amount $2,045,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $90,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $281,000
Number of returns with retirement savings contribution credit 1,100
Retirement savings contribution credit amount $207,000
Number of returns with child tax credit 1,570
Child tax credit amount $1,435,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 460
Self-employment tax amount $1,007,000
Number of returns with total tax payments 6,150
Total tax payments amount $25,870,000
Number of returns with earned income credit 1,510
Earned income credit amount [8] $3,225,000
Number of returns with excess earned income credit 1,250
Excess earned income credit (refundable) amount [9] $2,669,000
Number of returns with additional child tax credit 1,220
Additional child tax credit amount $1,752,000
Number of returns with refundable education credit 230
Refundable education credit amount $162,000
Number of returns with income tax 4,910
Income tax amount [10] $11,435,000
Number of returns with tax liability 5,190
Total tax liability amount [11] $12,734,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 880
Tax due at time of filing amount [12] $1,242,000
Number of returns with overpayments refunded 5,330
Overpayments refunded amount [13] $13,890,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $153,000

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

Number of returns 2,850
Number of single returns 670
Number of joint returns 1,860
Number of head of household returns 270
Number of returns with paid preparer's signature 1,810
Number of exemptions 6,770
Number of dependents 2,060
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] 320
Number of elderly returns [4] 840
Adjust gross income (AGI) [5] $175,107,000
Number of returns with total income 2,850
Salaries and wages amount $176,704,000
Number of returns with salaries and wages 2,490
Salaries and wages amount $135,099
Number of returns with taxable interest 1,180
Taxable interest amount $658
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,148,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $818
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $201
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,085,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,466,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $4,178,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $18,331,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $227,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $10,767,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $685,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,597,000
Number of returns with educator expenses 120
Educator expenses amount $31,000
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 $321,000
Number of returns with IRA payments 70
IRA payments amount $285,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $338,000
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 810
Total itemized deductions amount $14,026,000
Amount of AGI for itemized returns $49,995,000
Number of returns with State and local income taxes 710
State and local income taxes amount $1,895,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $111,000
Number of returns with real estate taxes 730
Real estate taxes amount $1,235,000
Number of returns with taxes paid 800
Taxes paid amount $3,431,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $3,199,000
Number of returns with contributions 620
Contributions amount $2,959,000
Number of returns with taxable income 2,840
Taxable income amount $110,692,000
Number of returns with income tax before credits 2,840
Income tax before credits amount $14,851,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,290
Total tax credits amount $1,702,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $246,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 850
Child tax credit amount $1,273,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 310
Self-employment tax amount $678,000
Number of returns with total tax payments 2,830
Total tax payments amount $17,885,000
Number of returns with earned income credit 30
Earned income credit amount [8] $12,000
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 120
Additional child tax credit amount $179,000
Number of returns with refundable education credit 180
Refundable education credit amount $143,000
Number of returns with income tax 2,720
Income tax amount [10] $13,148,000
Number of returns with tax liability 2,750
Total tax liability amount [11] $14,059,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $1,436,000
Number of returns with overpayments refunded 2,040
Overpayments refunded amount [13] $5,160,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $63,000

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

Number of returns 1,590
Number of single returns 190
Number of joint returns 1,330
Number of head of household returns 40
Number of returns with paid preparer's signature 950
Number of exemptions 4,110
Number of dependents 1,200
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] 110
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $136,978,000
Number of returns with total income 1,590
Salaries and wages amount $138,461,000
Number of returns with salaries and wages 1,340
Salaries and wages amount $99,049
Number of returns with taxable interest 900
Taxable interest amount $726
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,791,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,393
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $197
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,708,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,873,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,828,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $17,465,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $93,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,358,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,468,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,483,000
Number of returns with educator expenses 120
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $402,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $397,000
Number of returns with IRA payments 50
IRA payments amount $252,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $232,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $93,000
Number of returns with itemized deductions 680
Total itemized deductions amount $13,007,000
Amount of AGI for itemized returns $59,298,000
Number of returns with State and local income taxes 620
State and local income taxes amount $2,310,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $70,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,373,000
Number of returns with taxes paid 680
Taxes paid amount $3,967,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $2,981,000
Number of returns with contributions 580
Contributions amount $3,253,000
Number of returns with taxable income 1,580
Taxable income amount $95,926,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $13,466,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $1,171,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $221,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 500
Child tax credit amount $846,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 190
Self-employment tax amount $517,000
Number of returns with total tax payments 1,570
Total tax payments amount $15,004,000
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 140
Refundable education credit amount $123,000
Number of returns with income tax 1,570
Income tax amount [10] $12,296,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $12,940,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 500
Tax due at time of filing amount [12] $1,158,000
Number of returns with overpayments refunded 1,040
Overpayments refunded amount [13] $3,078,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $133,000

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

Number of returns 1,570
Number of single returns 150
Number of joint returns 1,370
Number of head of household returns 50
Number of returns with paid preparer's signature 1,020
Number of exemptions 4,070
Number of dependents 1,120
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] 90
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $203,476,000
Number of returns with total income 1,570
Salaries and wages amount $205,825,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $136,262
Number of returns with taxable interest 1,080
Taxable interest amount $1,678
Number of returns with ordinary dividends 550
Ordinary dividends amount $4,381,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $3,459
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $476
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $5,452,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $6,223,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $9,979,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $23,661,000
Number of farm returns 60
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $11,714,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $4,290,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $2,349,000
Number of returns with educator expenses 140
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $566,000
Number of returns with IRA payments 80
IRA payments amount $499,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $243,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,130
Total itemized deductions amount $28,760,000
Amount of AGI for itemized returns $150,707,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $6,624,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $109,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $2,831,000
Number of returns with taxes paid 1,130
Taxes paid amount $9,969,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $5,971,000
Number of returns with contributions 1,020
Contributions amount $6,906,000
Number of returns with taxable income 1,560
Taxable income amount $152,773,000
Number of returns with income tax before credits 1,560
Income tax before credits amount $25,088,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $45,000
Number of returns with total tax credits 680
Total tax credits amount $802,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $42,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $261,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $358,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 240
Self-employment tax amount $1,016,000
Number of returns with total tax payments 1,560
Total tax payments amount $26,382,000
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 160
Refundable education credit amount $154,000
Number of returns with income tax 1,550
Income tax amount [10] $24,286,000
Number of returns with tax liability 1,560
Total tax liability amount [11] $25,586,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $2,926,000
Number of returns with overpayments refunded 870
Overpayments refunded amount [13] $3,346,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $337,000

Adjusted Gross Income: $200,000 or more

Number of returns 390
Number of single returns 40
Number of joint returns 340
Number of head of household returns 0
Number of returns with paid preparer's signature 330
Number of exemptions 1,080
Number of dependents 350
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] 170
Adjust gross income (AGI) [5] $159,766,000
Number of returns with total income 390
Salaries and wages amount $163,275,000
Number of returns with salaries and wages 310
Salaries and wages amount $74,472
Number of returns with taxable interest 330
Taxable interest amount $1,868
Number of returns with ordinary dividends 250
Ordinary dividends amount $7,370,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $5,875
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $582
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $8,134,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $28,270,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $4,529,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $7,017,000
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 110
Taxable Social Security benefits amount $3,066,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $24,896,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $3,509,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $845,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $780,000
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 30
Domestic production activities deduction amount $1,011,000
Number of returns with itemized deductions 370
Total itemized deductions amount $18,828,000
Amount of AGI for itemized returns $153,038,000
Number of returns with State and local income taxes 360
State and local income taxes amount $7,752,000
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 350
Real estate taxes amount $1,948,000
Number of returns with taxes paid 370
Taxes paid amount $9,913,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,995,000
Number of returns with contributions 340
Contributions amount $5,281,000
Number of returns with taxable income 390
Taxable income amount $138,018,000
Number of returns with income tax before credits 390
Income tax before credits amount $34,578,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $1,133,000
Number of returns with total tax credits 180
Total tax credits amount $587,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $94,000
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 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 110
Self-employment tax amount $886,000
Number of returns with total tax payments 390
Total tax payments amount $33,654,000
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 390
Income tax amount [10] $33,991,000
Number of returns with tax liability 390
Total tax liability amount [11] $36,291,000
Number of returns with net investment income tax 230
Net investment income tax $1,033,000
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $5,680,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $1,237,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,753,000

[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.