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ZIP Code Database - Facts & Stats

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Massachusetts 2017 IRS Tax Stats




Massachusetts Income Tax Overview

2010 Population for Massachusetts 6,547,629
Total Number of Tax Returns for Massachusetts [1] 6,914,380
Total Number of Joint Tax Returns for Massachusetts 2,355,570
Total Number of Dependents for Massachusetts 3,440,880
Total Adjusted Gross Income for Massachusetts $655,831,538

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


Adjusted Gross Income: No AGI Stub

Number of returns [1] 3,457,190
Number of single returns 1,842,520
Number of joint returns 1,177,790
Number of head of household returns 369,290
Number of returns with paid preparer's signature 1,897,880
Number of exemptions 6,072,730
Number of dependents 1,720,440
Total number of volunteer prepared returns [2] 67,110
Number of volunteer income tax assistance (VITA) prepared returns [2] 34,350
Number of military volunteer prepared returns [2] 400
Number of tax counseling for the elderly (TCE) prepared returns [2] 32,360
Number of volunteer prepared returns with Earned Income Credit 11,490
Number of refund anticipation check returns 366,930
Number of elderly returns [3] 863,820
Adjust gross income (AGI) [4] $327,915,769,000
Number of returns with total income 3,447,890
Salaries and wages amount $332,528,265,000
Number of returns with salaries and wages 2,903,120
Salaries and wages amount $218,868,578
Number of returns with taxable interest 1,264,910
Taxable interest amount $2,998,533
Number of returns with ordinary dividends 824,700
Ordinary dividends amount $9,181,355,000
Number of returns with qualified dividends 771,920
Qualified dividends amount [5] $6,930,417
Number of returns with state and local income tax refunds 703,650
State and local income tax refunds amount $884,281
Number of returns with business or professional net income (less loss) 551,410
Business or professional net income (less loss) amount $11,426,155,000
Number of returns with net capital gain (less loss) 718,080
Net capital gain (less loss) amount $34,587,279,000
Number of returns with taxable individual retirement arrangements distributions 376,620
Taxable individual retirement arrangements distributions amount $7,530,196,000
Number of returns with taxable pensions and annuities 607,980
Taxable pensions and annuities amount $15,753,796,000
Number of farm returns 4,730
Number of returns with unemployment compensation 166,040
Unemployment compensation amount [6] $1,154,512,000
Number of returns with taxable Social Security benefits 467,050
Taxable Social Security benefits amount $7,157,241,000
Number of returns with partnership/S-corp net income (less loss) 186,080
Partnership/S-corp net income (less loss) amount $21,059,803,000
Number of returns with total statutory adjustments 940,740
Total statutory adjustments amount $4,612,496,000
Number of returns with educator expenses 93,790
Educator expenses amount $23,854,000
Number of returns with self-employment retirement plans 41,320
Self-employment retirement plans amount $974,732,000
Number of returns with self-employment health insurance deduction 104,350
Self-employment health insurance deduction amount $914,923,000
Number of returns with IRA payments 61,490
IRA payments amount $306,529,000
Number of returns with student loan interest deduction 342,000
Student loan interest deduction amount $396,653,000
Number of returns with tuition and fees deduction 29,770
Tuition and fees deduction amount $72,895,000
Returns with domestic production activities deduction 13,180
Domestic production activities deduction amount $374,546,000
Number of returns with itemized deductions 1,306,310
Total itemized deductions amount $41,574,815,000
Number of returns with State and local income taxes 1,218,910
State and local income taxes amount $13,118,304,000
Number of returns with State and local general sales tax 68,990
State and local general sales tax amount $61,595,000
Number of returns with real estate taxes 1,153,030
Real estate taxes amount $8,099,892,000
Number of returns with taxes paid 1,303,480
Taxes paid amount $21,766,816,000
Number of returns with mortgage interest paid 968,330
Mortgage interest paid amount $8,932,532,000
Number of returns with contributions 1,065,470
Contributions amount $6,755,554,000
Number of returns with taxable income 2,858,450
Taxable income amount $252,896,189,000
Number of returns with income tax before credits 2,845,580
Income tax before credits amount $55,864,653,000
Number of returns with alternative minimum tax 196,320
Alternative minimum tax amount $1,339,511,000
Number of returns with total tax credits 1,024,280
Total tax credits amount $1,659,644,000
Number of returns with foreign tax credit 280,730
Foreign tax credit amount $547,231,000
Number of returns with child and dependent care credit 169,340
Child and dependent care credit amount $93,288,000
Number of returns with nonrefundable education credit 207,620
Nonrefundable education credit amount $244,711,000
Number of returns with retirement savings contribution credit 140,050
Retirement savings contribution credit amount $23,979,000
Number of returns with child tax credit 397,850
Child tax credit amount $466,357,000
Number of returns with residential energy tax credit 47,110
Residential energy tax credit amount $69,161,000
Number of returns with self-employment tax 461,440
Self-employment tax amount $1,779,258,000
Number of returns with total tax payments 3,280,490
Total tax payments amount $63,273,025,000
Number of returns with earned income credit 400,490
Earned income credit amount [7] $835,558,000
Number of returns with excess earned income credit 327,330
Excess earned income credit (refundable) amount [8] $718,570,000
Number of returns with additional child tax credit 227,350
Additional child tax credit amount $274,480,000
Number of returns with refundable education credit 162,090
Refundable education credit amount $152,864,000
Number of returns with income tax 2,676,060
Income tax amount [9] $54,205,161,000
Number of returns with tax liability 2,808,080
Total tax liability amount [10] $57,697,103,000
Number of returns with net investment income tax 167,050
Net investment income tax $1,134,812,000
Number of returns with tax due at time of filing 736,170
Tax due at time of filing amount [11] $5,192,037,000
Number of returns with overpayments refunded 2,528,590
Overpayments refunded amount [12] $7,486,239,000
Number of returns with credit to next year’s estimated tax 113,440
Credited to next year’s estimated tax amount $3,168,288,000

Adjusted Gross Income: Under $1

Number of returns [1] 35,420
Number of single returns 23,870
Number of joint returns 8,740
Number of head of household returns 1,520
Number of returns with paid preparer's signature 22,120
Number of exemptions 49,170
Number of dependents 7,360
Total number of volunteer prepared returns [2] 490
Number of volunteer income tax assistance (VITA) prepared returns [2] 280
Number of military volunteer prepared returns [2] 0
Number of tax counseling for the elderly (TCE) prepared returns [2] 200
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns 840
Number of elderly returns [3] 16,480
Adjust gross income (AGI) [4] ($3,062,263,000)
Number of returns with total income 26,120
Salaries and wages amount ($3,016,283,000)
Number of returns with salaries and wages 8,430
Salaries and wages amount $301,427
Number of returns with taxable interest 11,980
Taxable interest amount $70,368
Number of returns with ordinary dividends 8,610
Ordinary dividends amount $88,222,000
Number of returns with qualified dividends 7,840
Qualified dividends amount [5] $60,545
Number of returns with state and local income tax refunds 1,490
State and local income tax refunds amount $6,402
Number of returns with business or professional net income (less loss) 10,970
Business or professional net income (less loss) amount ($251,295,000)
Number of returns with net capital gain (less loss) 11,210
Net capital gain (less loss) amount $396,591,000
Number of returns with taxable individual retirement arrangements distributions 2,920
Taxable individual retirement arrangements distributions amount $46,363,000
Number of returns with taxable pensions and annuities 3,680
Taxable pensions and annuities amount $36,666,000
Number of farm returns 380
Number of returns with unemployment compensation 370
Unemployment compensation amount [6] $2,495,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $199,000
Number of returns with partnership/S-corp net income (less loss) 5,420
Partnership/S-corp net income (less loss) amount ($763,122,000)
Number of returns with total statutory adjustments 8,430
Total statutory adjustments amount $45,980,000
Number of returns with educator expenses 130
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,728,000
Number of returns with self-employment health insurance deduction 1,850
Self-employment health insurance deduction amount $13,230,000
Number of returns with IRA payments 210
IRA payments amount $1,042,000
Number of returns with student loan interest deduction 1,860
Student loan interest deduction amount $2,343,000
Number of returns with tuition and fees deduction 2,020
Tuition and fees deduction amount $7,517,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $2,311,000
Number of returns with itemized deductions 0
Total itemized deductions amount $0
Number of returns with State and local income taxes 0
State and local income taxes amount $0
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 0
Real estate taxes amount $0
Number of returns with taxes paid 0
Taxes paid amount $0
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 0
Contributions amount $0
Number of returns with taxable income 0
Taxable income amount $0
Number of returns with income tax before credits 590
Income tax before credits amount $9,773,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $9,598,000
Number of returns with total tax credits 160
Total tax credits amount $945,000
Number of returns with foreign tax credit 10
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 10
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 60
Child tax credit amount $57,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 4,140
Self-employment tax amount $10,917,000
Number of returns with total tax payments 14,940
Total tax payments amount $124,670,000
Number of returns with earned income credit 3,270
Earned income credit amount [7] $2,773,000
Number of returns with excess earned income credit 2,160
Excess earned income credit (refundable) amount [8] $1,891,000
Number of returns with additional child tax credit 1,130
Additional child tax credit amount $1,685,000
Number of returns with refundable education credit 1,500
Refundable education credit amount $1,480,000
Number of returns with income tax 470
Income tax amount [9] $8,828,000
Number of returns with tax liability 5,160
Total tax liability amount [10] $21,854,000
Number of returns with net investment income tax 60
Net investment income tax $473,000
Number of returns with tax due at time of filing 2,960
Tax due at time of filing amount [11] $4,992,000
Number of returns with overpayments refunded 12,280
Overpayments refunded amount [12] $75,471,000
Number of returns with credit to next year’s estimated tax 1,440
Credited to next year’s estimated tax amount $32,313,000

Adjusted Gross Income: $1 under $10,000

Number of returns [1] 450,550
Number of single returns 392,490
Number of joint returns 26,040
Number of head of household returns 26,820
Number of returns with paid preparer's signature 211,780
Number of exemptions 335,750
Number of dependents 59,380
Total number of volunteer prepared returns [2] 19,820
Number of volunteer income tax assistance (VITA) prepared returns [2] 9,340
Number of military volunteer prepared returns [2] 20
Number of tax counseling for the elderly (TCE) prepared returns [2] 10,460
Number of volunteer prepared returns with Earned Income Credit 4,520
Number of refund anticipation check returns 38,470
Number of elderly returns [3] 84,190
Adjust gross income (AGI) [4] $2,263,825,000
Number of returns with total income 450,550
Salaries and wages amount $2,331,847,000
Number of returns with salaries and wages 338,730
Salaries and wages amount $1,782,212
Number of returns with taxable interest 78,210
Taxable interest amount $32,438
Number of returns with ordinary dividends 48,870
Ordinary dividends amount $60,651,000
Number of returns with qualified dividends 44,200
Qualified dividends amount [5] $40,778
Number of returns with state and local income tax refunds 5,790
State and local income tax refunds amount $3,868
Number of returns with business or professional net income (less loss) 56,950
Business or professional net income (less loss) amount $217,428,000
Number of returns with net capital gain (less loss) 38,540
Net capital gain (less loss) amount $19,829,000
Number of returns with taxable individual retirement arrangements distributions 23,240
Taxable individual retirement arrangements distributions amount $86,983,000
Number of returns with taxable pensions and annuities 42,370
Taxable pensions and annuities amount $172,525,000
Number of farm returns 260
Number of returns with unemployment compensation 6,410
Unemployment compensation amount [6] $21,226,000
Number of returns with taxable Social Security benefits 1,080
Taxable Social Security benefits amount $4,598,000
Number of returns with partnership/S-corp net income (less loss) 3,810
Partnership/S-corp net income (less loss) amount ($11,792,000)
Number of returns with total statutory adjustments 62,570
Total statutory adjustments amount $68,022,000
Number of returns with educator expenses 570
Educator expenses amount $119,000
Number of returns with self-employment retirement plans 150
Self-employment retirement plans amount $767,000
Number of returns with self-employment health insurance deduction 3,840
Self-employment health insurance deduction amount $13,535,000
Number of returns with IRA payments 1,060
IRA payments amount $3,425,000
Number of returns with student loan interest deduction 8,950
Student loan interest deduction amount $8,653,000
Number of returns with tuition and fees deduction 5,360
Tuition and fees deduction amount $17,943,000
Returns with domestic production activities deduction 90
Domestic production activities deduction amount $179,000
Number of returns with itemized deductions 21,690
Total itemized deductions amount $358,329,000
Number of returns with State and local income taxes 7,410
State and local income taxes amount $12,669,000
Number of returns with State and local general sales tax 10,760
State and local general sales tax amount $4,653,000
Number of returns with real estate taxes 16,520
Real estate taxes amount $83,447,000
Number of returns with taxes paid 20,850
Taxes paid amount $103,986,000
Number of returns with mortgage interest paid 10,160
Mortgage interest paid amount $66,475,000
Number of returns with contributions 12,360
Contributions amount $11,922,000
Number of returns with taxable income 68,200
Taxable income amount $120,284,000
Number of returns with income tax before credits 65,850
Income tax before credits amount $13,014,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $240,000
Number of returns with total tax credits 5,210
Total tax credits amount $686,000
Number of returns with foreign tax credit 3,350
Foreign tax credit amount $154,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $5,000
Number of returns with nonrefundable education credit 1,330
Nonrefundable education credit amount $405,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 320
Child tax credit amount $70,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 48,660
Self-employment tax amount $35,519,000
Number of returns with total tax payments 370,920
Total tax payments amount $292,155,000
Number of returns with earned income credit 107,230
Earned income credit amount [7] $102,269,000
Number of returns with excess earned income credit 90,940
Excess earned income credit (refundable) amount [8] $90,362,000
Number of returns with additional child tax credit 25,910
Additional child tax credit amount $16,129,000
Number of returns with refundable education credit 11,320
Refundable education credit amount $9,956,000
Number of returns with income tax 63,820
Income tax amount [9] $12,329,000
Number of returns with tax liability 112,690
Total tax liability amount [10] $49,301,000
Number of returns with net investment income tax 40
Net investment income tax $235,000
Number of returns with tax due at time of filing 43,880
Tax due at time of filing amount [11] $21,471,000
Number of returns with overpayments refunded 346,200
Overpayments refunded amount [12] $259,754,000
Number of returns with credit to next year’s estimated tax 3,010
Credited to next year’s estimated tax amount $4,568,000

Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 563,850
Number of single returns 396,210
Number of joint returns 62,540
Number of head of household returns 95,320
Number of returns with paid preparer's signature 293,120
Number of exemptions 770,010
Number of dependents 212,030
Total number of volunteer prepared returns [2] 21,270
Number of volunteer income tax assistance (VITA) prepared returns [2] 11,590
Number of military volunteer prepared returns [2] 100
Number of tax counseling for the elderly (TCE) prepared returns [2] 9,570
Number of volunteer prepared returns with Earned Income Credit 4,460
Number of refund anticipation check returns 92,030
Number of elderly returns [3] 124,470
Adjust gross income (AGI) [4] $9,717,196,000
Number of returns with total income 563,850
Salaries and wages amount $9,889,915,000
Number of returns with salaries and wages 444,140
Salaries and wages amount $7,317,106
Number of returns with taxable interest 105,490
Taxable interest amount $69,222
Number of returns with ordinary dividends 60,650
Ordinary dividends amount $133,981,000
Number of returns with qualified dividends 55,140
Qualified dividends amount [5] $90,080
Number of returns with state and local income tax refunds 18,550
State and local income tax refunds amount $11,021
Number of returns with business or professional net income (less loss) 85,020
Business or professional net income (less loss) amount $832,280,000
Number of returns with net capital gain (less loss) 47,530
Net capital gain (less loss) amount $88,914,000
Number of returns with taxable individual retirement arrangements distributions 45,070
Taxable individual retirement arrangements distributions amount $323,133,000
Number of returns with taxable pensions and annuities 83,230
Taxable pensions and annuities amount $850,828,000
Number of farm returns 480
Number of returns with unemployment compensation 28,920
Unemployment compensation amount [6] $138,067,000
Number of returns with taxable Social Security benefits 44,150
Taxable Social Security benefits amount $83,059,000
Number of returns with partnership/S-corp net income (less loss) 7,810
Partnership/S-corp net income (less loss) amount $13,845,000
Number of returns with total statutory adjustments 114,140
Total statutory adjustments amount $172,719,000
Number of returns with educator expenses 3,510
Educator expenses amount $789,000
Number of returns with self-employment retirement plans 620
Self-employment retirement plans amount $3,954,000
Number of returns with self-employment health insurance deduction 8,940
Self-employment health insurance deduction amount $32,837,000
Number of returns with IRA payments 4,150
IRA payments amount $14,529,000
Number of returns with student loan interest deduction 34,020
Student loan interest deduction amount $34,680,000
Number of returns with tuition and fees deduction 2,400
Tuition and fees deduction amount $6,878,000
Returns with domestic production activities deduction 220
Domestic production activities deduction amount $788,000
Number of returns with itemized deductions 53,670
Total itemized deductions amount $889,399,000
Number of returns with State and local income taxes 34,260
State and local income taxes amount $43,406,000
Number of returns with State and local general sales tax 15,760
State and local general sales tax amount $8,515,000
Number of returns with real estate taxes 40,300
Real estate taxes amount $195,463,000
Number of returns with taxes paid 52,840
Taxes paid amount $257,257,000
Number of returns with mortgage interest paid 26,290
Mortgage interest paid amount $167,988,000
Number of returns with contributions 35,750
Contributions amount $53,507,000
Number of returns with taxable income 407,840
Taxable income amount $2,816,114,000
Number of returns with income tax before credits 405,350
Income tax before credits amount $301,541,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $199,000
Number of returns with total tax credits 111,070
Total tax credits amount $42,568,000
Number of returns with foreign tax credit 7,990
Foreign tax credit amount $488,000
Number of returns with child and dependent care credit 6,670
Child and dependent care credit amount $2,118,000
Number of returns with nonrefundable education credit 36,970
Nonrefundable education credit amount $24,147,000
Number of returns with retirement savings contribution credit 37,350
Retirement savings contribution credit amount $6,370,000
Number of returns with child tax credit 26,880
Child tax credit amount $8,951,000
Number of returns with residential energy tax credit 880
Residential energy tax credit amount $245,000
Number of returns with self-employment tax 74,820
Self-employment tax amount $130,443,000
Number of returns with total tax payments 523,130
Total tax payments amount $1,446,580,000
Number of returns with earned income credit 163,470
Earned income credit amount [7] $480,519,000
Number of returns with excess earned income credit 136,990
Excess earned income credit (refundable) amount [8] $427,797,000
Number of returns with additional child tax credit 105,060
Additional child tax credit amount $134,865,000
Number of returns with refundable education credit 29,190
Refundable education credit amount $25,274,000
Number of returns with income tax 336,950
Income tax amount [9] $258,973,000
Number of returns with tax liability 384,090
Total tax liability amount [10] $404,042,000
Number of returns with net investment income tax 50
Net investment income tax $367,000
Number of returns with tax due at time of filing 65,160
Tax due at time of filing amount [11] $82,384,000
Number of returns with overpayments refunded 476,440
Overpayments refunded amount [12] $1,110,239,000
Number of returns with credit to next year’s estimated tax 5,980
Credited to next year’s estimated tax amount $11,914,000

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

Number of returns [1] 751,540
Number of single returns 483,060
Number of joint returns 118,260
Number of head of household returns 130,570
Number of returns with paid preparer's signature 385,740
Number of exemptions 1,175,800
Number of dependents 316,200
Total number of volunteer prepared returns [2] 17,590
Number of volunteer income tax assistance (VITA) prepared returns [2] 10,470
Number of military volunteer prepared returns [2] 100
Number of tax counseling for the elderly (TCE) prepared returns [2] 7,020
Number of volunteer prepared returns with Earned Income Credit 2,470
Number of refund anticipation check returns 120,460
Number of elderly returns [3] 151,630
Adjust gross income (AGI) [4] $27,607,605,000
Number of returns with total income 751,540
Salaries and wages amount $28,017,099,000
Number of returns with salaries and wages 651,590
Salaries and wages amount $22,594,138
Number of returns with taxable interest 173,360
Taxable interest amount $112,930
Number of returns with ordinary dividends 93,220
Ordinary dividends amount $248,854,000
Number of returns with qualified dividends 85,820
Qualified dividends amount [5] $171,700
Number of returns with state and local income tax refunds 66,340
State and local income tax refunds amount $37,132
Number of returns with business or professional net income (less loss) 92,450
Business or professional net income (less loss) amount $1,153,866,000
Number of returns with net capital gain (less loss) 74,660
Net capital gain (less loss) amount $213,135,000
Number of returns with taxable individual retirement arrangements distributions 58,750
Taxable individual retirement arrangements distributions amount $602,986,000
Number of returns with taxable pensions and annuities 110,850
Taxable pensions and annuities amount $1,885,372,000
Number of farm returns 690
Number of returns with unemployment compensation 42,990
Unemployment compensation amount [6] $273,029,000
Number of returns with taxable Social Security benefits 106,330
Taxable Social Security benefits amount $723,382,000
Number of returns with partnership/S-corp net income (less loss) 14,890
Partnership/S-corp net income (less loss) amount $106,831,000
Number of returns with total statutory adjustments 197,550
Total statutory adjustments amount $409,494,000
Number of returns with educator expenses 13,310
Educator expenses amount $3,112,000
Number of returns with self-employment retirement plans 1,860
Self-employment retirement plans amount $15,268,000
Number of returns with self-employment health insurance deduction 15,450
Self-employment health insurance deduction amount $74,948,000
Number of returns with IRA payments 13,210
IRA payments amount $50,912,000
Number of returns with student loan interest deduction 108,040
Student loan interest deduction amount $131,483,000
Number of returns with tuition and fees deduction 2,650
Tuition and fees deduction amount $6,442,000
Returns with domestic production activities deduction 440
Domestic production activities deduction amount $1,247,000
Number of returns with itemized deductions 139,570
Total itemized deductions amount $2,279,600,000
Number of returns with State and local income taxes 120,290
State and local income taxes amount $230,644,000
Number of returns with State and local general sales tax 15,880
State and local general sales tax amount $12,689,000
Number of returns with real estate taxes 104,960
Real estate taxes amount $470,700,000
Number of returns with taxes paid 138,990
Taxes paid amount $746,588,000
Number of returns with mortgage interest paid 83,260
Mortgage interest paid amount $539,007,000
Number of returns with contributions 99,920
Contributions amount $186,846,000
Number of returns with taxable income 732,070
Taxable income amount $15,882,190,000
Number of returns with income tax before credits 727,700
Income tax before credits amount $2,019,747,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $338,000
Number of returns with total tax credits 256,150
Total tax credits amount $226,063,000
Number of returns with foreign tax credit 22,930
Foreign tax credit amount $2,015,000
Number of returns with child and dependent care credit 30,450
Child and dependent care credit amount $17,618,000
Number of returns with nonrefundable education credit 63,730
Nonrefundable education credit amount $71,283,000
Number of returns with retirement savings contribution credit 82,970
Retirement savings contribution credit amount $14,279,000
Number of returns with child tax credit 123,620
Child tax credit amount $117,065,000
Number of returns with residential energy tax credit 4,550
Residential energy tax credit amount $2,769,000
Number of returns with self-employment tax 74,390
Self-employment tax amount $189,871,000
Number of returns with total tax payments 732,410
Total tax payments amount $3,336,165,000
Number of returns with earned income credit 124,960
Earned income credit amount [7] $249,449,000
Number of returns with excess earned income credit 96,270
Excess earned income credit (refundable) amount [8] $198,147,000
Number of returns with additional child tax credit 82,030
Additional child tax credit amount $104,925,000
Number of returns with refundable education credit 36,930
Refundable education credit amount $33,033,000
Number of returns with income tax 644,810
Income tax amount [9] $1,793,685,000
Number of returns with tax liability 668,890
Total tax liability amount [10] $2,009,342,000
Number of returns with net investment income tax 90
Net investment income tax $460,000
Number of returns with tax due at time of filing 112,320
Tax due at time of filing amount [11] $198,436,000
Number of returns with overpayments refunded 627,450
Overpayments refunded amount [12] $1,490,512,000
Number of returns with credit to next year’s estimated tax 10,190
Credited to next year’s estimated tax amount $22,487,000

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

Number of returns [1] 494,810
Number of single returns 280,070
Number of joint returns 140,730
Number of head of household returns 58,800
Number of returns with paid preparer's signature 270,700
Number of exemptions 842,220
Number of dependents 207,640
Total number of volunteer prepared returns [2] 5,260
Number of volunteer income tax assistance (VITA) prepared returns [2] 1,990
Number of military volunteer prepared returns [2] 70
Number of tax counseling for the elderly (TCE) prepared returns [2] 3,200
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns 55,460
Number of elderly returns [3] 135,410
Adjust gross income (AGI) [4] $30,486,139,000
Number of returns with total income 494,810
Salaries and wages amount $30,888,674,000
Number of returns with salaries and wages 426,410
Salaries and wages amount $23,792,444
Number of returns with taxable interest 181,040
Taxable interest amount $136,696
Number of returns with ordinary dividends 103,680
Ordinary dividends amount $349,027,000
Number of returns with qualified dividends 96,050
Qualified dividends amount [5] $247,340
Number of returns with state and local income tax refunds 104,410
State and local income tax refunds amount $56,236
Number of returns with business or professional net income (less loss) 67,960
Business or professional net income (less loss) amount $954,889,000
Number of returns with net capital gain (less loss) 84,500
Net capital gain (less loss) amount $335,930,000
Number of returns with taxable individual retirement arrangements distributions 58,030
Taxable individual retirement arrangements distributions amount $811,594,000
Number of returns with taxable pensions and annuities 101,390
Taxable pensions and annuities amount $2,595,470,000
Number of farm returns 610
Number of returns with unemployment compensation 26,180
Unemployment compensation amount [6] $204,578,000
Number of returns with taxable Social Security benefits 93,410
Taxable Social Security benefits amount $1,364,145,000
Number of returns with partnership/S-corp net income (less loss) 16,530
Partnership/S-corp net income (less loss) amount $188,805,000
Number of returns with total statutory adjustments 159,660
Total statutory adjustments amount $402,535,000
Number of returns with educator expenses 16,630
Educator expenses amount $4,042,000
Number of returns with self-employment retirement plans 2,410
Self-employment retirement plans amount $25,186,000
Number of returns with self-employment health insurance deduction 12,540
Self-employment health insurance deduction amount $79,099,000
Number of returns with IRA payments 12,410
IRA payments amount $54,061,000
Number of returns with student loan interest deduction 86,730
Student loan interest deduction amount $103,670,000
Number of returns with tuition and fees deduction 6,310
Tuition and fees deduction amount $12,584,000
Returns with domestic production activities deduction 620
Domestic production activities deduction amount $2,388,000
Number of returns with itemized deductions 189,460
Total itemized deductions amount $3,347,710,000
Number of returns with State and local income taxes 174,780
State and local income taxes amount $521,602,000
Number of returns with State and local general sales tax 12,050
State and local general sales tax amount $11,744,000
Number of returns with real estate taxes 159,720
Real estate taxes amount $726,617,000
Number of returns with taxes paid 189,190
Taxes paid amount $1,308,764,000
Number of returns with mortgage interest paid 134,440
Mortgage interest paid amount $927,376,000
Number of returns with contributions 143,590
Contributions amount $282,810,000
Number of returns with taxable income 491,850
Taxable income amount $21,128,268,000
Number of returns with income tax before credits 489,970
Income tax before credits amount $3,123,927,000
Number of returns with alternative minimum tax 420
Alternative minimum tax amount $873,000
Number of returns with total tax credits 154,570
Total tax credits amount $196,278,000
Number of returns with foreign tax credit 30,960
Foreign tax credit amount $3,626,000
Number of returns with child and dependent care credit 18,500
Child and dependent care credit amount $10,165,000
Number of returns with nonrefundable education credit 33,150
Nonrefundable education credit amount $43,760,000
Number of returns with retirement savings contribution credit 19,570
Retirement savings contribution credit amount $3,299,000
Number of returns with child tax credit 87,200
Child tax credit amount $125,438,000
Number of returns with residential energy tax credit 7,000
Residential energy tax credit amount $6,859,000
Number of returns with self-employment tax 53,440
Self-employment tax amount $159,669,000
Number of returns with total tax payments 487,000
Total tax payments amount $3,921,081,000
Number of returns with earned income credit 1,560
Earned income credit amount [7] $548,000
Number of returns with excess earned income credit 970
Excess earned income credit (refundable) amount [8] $373,000
Number of returns with additional child tax credit 10,690
Additional child tax credit amount $13,285,000
Number of returns with refundable education credit 22,630
Refundable education credit amount $22,101,000
Number of returns with income tax 477,930
Income tax amount [9] $2,927,653,000
Number of returns with tax liability 482,690
Total tax liability amount [10] $3,110,407,000
Number of returns with net investment income tax 120
Net investment income tax $991,000
Number of returns with tax due at time of filing 106,080
Tax due at time of filing amount [11] $250,619,000
Number of returns with overpayments refunded 379,000
Overpayments refunded amount [12] $1,023,094,000
Number of returns with credit to next year’s estimated tax 11,000
Credited to next year’s estimated tax amount $30,037,000

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

Number of returns [1] 322,640
Number of single returns 126,770
Number of joint returns 161,820
Number of head of household returns 26,520
Number of returns with paid preparer's signature 188,020
Number of exemptions 655,920
Number of dependents 171,690
Total number of volunteer prepared returns [2] 1,650
Number of volunteer income tax assistance (VITA) prepared returns [2] 450
Number of military volunteer prepared returns [2] 50
Number of tax counseling for the elderly (TCE) prepared returns [2] 1,150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns 26,250
Number of elderly returns [3] 102,620
Adjust gross income (AGI) [4] $27,965,018,000
Number of returns with total income 322,640
Salaries and wages amount $28,278,721,000
Number of returns with salaries and wages 279,890
Salaries and wages amount $21,090,217
Number of returns with taxable interest 153,610
Taxable interest amount $138,290
Number of returns with ordinary dividends 93,140
Ordinary dividends amount $387,100,000
Number of returns with qualified dividends 86,950
Qualified dividends amount [5] $280,605
Number of returns with state and local income tax refunds 107,250
State and local income tax refunds amount $63,666
Number of returns with business or professional net income (less loss) 53,470
Business or professional net income (less loss) amount $871,196,000
Number of returns with net capital gain (less loss) 77,480
Net capital gain (less loss) amount $429,848,000
Number of returns with taxable individual retirement arrangements distributions 49,410
Taxable individual retirement arrangements distributions amount $914,716,000
Number of returns with taxable pensions and annuities 79,450
Taxable pensions and annuities amount $2,472,864,000
Number of farm returns 550
Number of returns with unemployment compensation 19,290
Unemployment compensation amount [6] $152,037,000
Number of returns with taxable Social Security benefits 72,420
Taxable Social Security benefits amount $1,374,509,000
Number of returns with partnership/S-corp net income (less loss) 15,940
Partnership/S-corp net income (less loss) amount $233,334,000
Number of returns with total statutory adjustments 92,380
Total statutory adjustments amount $313,703,000
Number of returns with educator expenses 13,460
Educator expenses amount $3,426,000
Number of returns with self-employment retirement plans 2,720
Self-employment retirement plans amount $32,241,000
Number of returns with self-employment health insurance deduction 10,080
Self-employment health insurance deduction amount $75,137,000
Number of returns with IRA payments 8,190
IRA payments amount $44,753,000
Number of returns with student loan interest deduction 34,870
Student loan interest deduction amount $37,424,000
Number of returns with tuition and fees deduction 1,230
Tuition and fees deduction amount $2,381,000
Returns with domestic production activities deduction 720
Domestic production activities deduction amount $2,731,000
Number of returns with itemized deductions 178,860
Total itemized deductions amount $3,607,126,000
Number of returns with State and local income taxes 170,760
State and local income taxes amount $706,735,000
Number of returns with State and local general sales tax 6,440
State and local general sales tax amount $7,781,000
Number of returns with real estate taxes 159,730
Real estate taxes amount $803,703,000
Number of returns with taxes paid 178,730
Taxes paid amount $1,571,487,000
Number of returns with mortgage interest paid 138,100
Mortgage interest paid amount $1,062,339,000
Number of returns with contributions 142,530
Contributions amount $302,720,000
Number of returns with taxable income 321,510
Taxable income amount $20,261,702,000
Number of returns with income tax before credits 320,410
Income tax before credits amount $3,192,352,000
Number of returns with alternative minimum tax 1,410
Alternative minimum tax amount $2,513,000
Number of returns with total tax credits 116,820
Total tax credits amount $165,932,000
Number of returns with foreign tax credit 30,360
Foreign tax credit amount $4,979,000
Number of returns with child and dependent care credit 17,590
Child and dependent care credit amount $9,839,000
Number of returns with nonrefundable education credit 23,890
Nonrefundable education credit amount $32,944,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 68,840
Child tax credit amount $104,864,000
Number of returns with residential energy tax credit 6,960
Residential energy tax credit amount $8,772,000
Number of returns with self-employment tax 42,500
Self-employment tax amount $145,536,000
Number of returns with total tax payments 319,100
Total tax payments amount $3,772,447,000
Number of returns with earned income credit 0
Earned income credit amount [7] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [8] $0
Number of returns with additional child tax credit 1,770
Additional child tax credit amount $2,463,000
Number of returns with refundable education credit 17,380
Refundable education credit amount $17,014,000
Number of returns with income tax 318,030
Income tax amount [9] $3,026,420,000
Number of returns with tax liability 319,240
Total tax liability amount [10] $3,192,264,000
Number of returns with net investment income tax 120
Net investment income tax $642,000
Number of returns with tax due at time of filing 81,430
Tax due at time of filing amount [11] $239,643,000
Number of returns with overpayments refunded 232,630
Overpayments refunded amount [12] $779,758,000
Number of returns with credit to next year’s estimated tax 10,470
Credited to next year’s estimated tax amount $34,751,000

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

Number of returns [1] 561,970
Number of single returns 110,030
Number of joint returns 421,420
Number of head of household returns 23,560
Number of returns with paid preparer's signature 335,300
Number of exemptions 1,431,520
Number of dependents 448,330
Total number of volunteer prepared returns [2] 990
Number of volunteer income tax assistance (VITA) prepared returns [2] 220
Number of military volunteer prepared returns [2] 70
Number of tax counseling for the elderly (TCE) prepared returns [2] 700
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns 29,150
Number of elderly returns [3] 170,270
Adjust gross income (AGI) [4] $77,804,003,000
Number of returns with total income 561,970
Salaries and wages amount $78,741,844,000
Number of returns with salaries and wages 504,690
Salaries and wages amount $60,066,008
Number of returns with taxable interest 337,010
Taxable interest amount $381,328
Number of returns with ordinary dividends 226,840
Ordinary dividends amount $1,337,322,000
Number of returns with qualified dividends 213,810
Qualified dividends amount [5] $1,007,348
Number of returns with state and local income tax refunds 279,600
State and local income tax refunds amount $200,154
Number of returns with business or professional net income (less loss) 113,200
Business or professional net income (less loss) amount $2,556,360,000
Number of returns with net capital gain (less loss) 198,500
Net capital gain (less loss) amount $1,934,689,000
Number of returns with taxable individual retirement arrangements distributions 92,100
Taxable individual retirement arrangements distributions amount $2,519,248,000
Number of returns with taxable pensions and annuities 135,330
Taxable pensions and annuities amount $5,201,904,000
Number of farm returns 1,080
Number of returns with unemployment compensation 31,890
Unemployment compensation amount [6] $267,250,000
Number of returns with taxable Social Security benefits 108,200
Taxable Social Security benefits amount $2,448,433,000
Number of returns with partnership/S-corp net income (less loss) 47,670
Partnership/S-corp net income (less loss) amount $1,141,142,000
Number of returns with total statutory adjustments 204,010
Total statutory adjustments amount $937,841,000
Number of returns with educator expenses 36,020
Educator expenses amount $9,788,000
Number of returns with self-employment retirement plans 10,970
Self-employment retirement plans amount $171,628,000
Number of returns with self-employment health insurance deduction 22,910
Self-employment health insurance deduction amount $211,911,000
Number of returns with IRA payments 18,210
IRA payments amount $100,546,000
Number of returns with student loan interest deduction 67,520
Student loan interest deduction amount $78,400,000
Number of returns with tuition and fees deduction 9,810
Tuition and fees deduction amount $19,150,000
Returns with domestic production activities deduction 2,840
Domestic production activities deduction amount $13,553,000
Number of returns with itemized deductions 453,740
Total itemized deductions amount $11,563,958,000
Number of returns with State and local income taxes 444,560
State and local income taxes amount $3,050,602,000
Number of returns with State and local general sales tax 6,460
State and local general sales tax amount $11,155,000
Number of returns with real estate taxes 418,730
Real estate taxes amount $2,628,185,000
Number of returns with taxes paid 453,600
Taxes paid amount $5,864,819,000
Number of returns with mortgage interest paid 368,000
Mortgage interest paid amount $3,325,242,000
Number of returns with contributions 386,100
Contributions amount $990,985,000
Number of returns with taxable income 560,850
Taxable income amount $59,255,090,000
Number of returns with income tax before credits 559,600
Income tax before credits amount $10,480,209,000
Number of returns with alternative minimum tax 19,280
Alternative minimum tax amount $44,418,000
Number of returns with total tax credits 241,170
Total tax credits amount $289,940,000
Number of returns with foreign tax credit 83,100
Foreign tax credit amount $24,382,000
Number of returns with child and dependent care credit 59,040
Child and dependent care credit amount $33,451,000
Number of returns with nonrefundable education credit 48,510
Nonrefundable education credit amount $72,138,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90,900
Child tax credit amount $109,888,000
Number of returns with residential energy tax credit 17,840
Residential energy tax credit amount $27,702,000
Number of returns with self-employment tax 92,290
Self-employment tax amount $403,786,000
Number of returns with total tax payments 558,070
Total tax payments amount $11,604,102,000
Number of returns with earned income credit 0
Earned income credit amount [7] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [8] $0
Number of returns with additional child tax credit 760
Additional child tax credit amount $1,128,000
Number of returns with refundable education credit 43,140
Refundable education credit amount $44,006,000
Number of returns with income tax 558,110
Income tax amount [9] $10,190,414,000
Number of returns with tax liability 559,050
Total tax liability amount [10] $10,655,800,000
Number of returns with net investment income tax 2,460
Net investment income tax $2,112,000
Number of returns with tax due at time of filing 182,870
Tax due at time of filing amount [11] $832,479,000
Number of returns with overpayments refunded 357,170
Overpayments refunded amount [12] $1,600,684,000
Number of returns with credit to next year’s estimated tax 27,880
Credited to next year’s estimated tax amount $152,819,000

Adjusted Gross Income: $200,000 under $500,000

Number of returns [1] 221,750
Number of single returns 24,650
Number of joint returns 190,560
Number of head of household returns 5,060
Number of returns with paid preparer's signature 144,990
Number of exemptions 646,420
Number of dependents 234,200
Total number of volunteer prepared returns [2] 50
Number of volunteer income tax assistance (VITA) prepared returns [2] 0
Number of military volunteer prepared returns [2] 0
Number of tax counseling for the elderly (TCE) prepared returns [2] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns 4,160
Number of elderly returns [3] 61,600
Adjust gross income (AGI) [4] $63,756,764,000
Number of returns with total income 221,750
Salaries and wages amount $64,773,248,000
Number of returns with salaries and wages 201,950
Salaries and wages amount $46,933,589
Number of returns with taxable interest 172,840
Taxable interest amount $396,592
Number of returns with ordinary dividends 142,520
Ordinary dividends amount $1,866,642,000
Number of returns with qualified dividends 136,330
Qualified dividends amount [5] $1,465,796
Number of returns with state and local income tax refunds 95,010
State and local income tax refunds amount $117,635
Number of returns with business or professional net income (less loss) 55,510
Business or professional net income (less loss) amount $2,825,271,000
Number of returns with net capital gain (less loss) 137,720
Net capital gain (less loss) amount $3,825,767,000
Number of returns with taxable individual retirement arrangements distributions 38,000
Taxable individual retirement arrangements distributions amount $1,688,024,000
Number of returns with taxable pensions and annuities 42,710
Taxable pensions and annuities amount $2,044,783,000
Number of farm returns 500
Number of returns with unemployment compensation 8,990
Unemployment compensation amount [6] $85,423,000
Number of returns with taxable Social Security benefits 33,150
Taxable Social Security benefits amount $908,091,000
Number of returns with partnership/S-corp net income (less loss) 45,670
Partnership/S-corp net income (less loss) amount $3,242,996,000
Number of returns with total statutory adjustments 74,590
Total statutory adjustments amount $1,016,484,000
Number of returns with educator expenses 9,440
Educator expenses amount $2,370,000
Number of returns with self-employment retirement plans 14,180
Self-employment retirement plans amount $364,357,000
Number of returns with self-employment health insurance deduction 18,060
Self-employment health insurance deduction amount $235,800,000
Number of returns with IRA payments 3,180
IRA payments amount $28,648,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 3,830
Domestic production activities deduction amount $36,557,000
Number of returns with itemized deductions 215,500
Total itemized deductions amount $9,007,953,000
Number of returns with State and local income taxes 213,370
State and local income taxes amount $3,169,348,000
Number of returns with State and local general sales tax 1,410
State and local general sales tax amount $3,839,000
Number of returns with real estate taxes 201,410
Real estate taxes amount $1,985,411,000
Number of returns with taxes paid 215,470
Taxes paid amount $5,268,763,000
Number of returns with mortgage interest paid 170,190
Mortgage interest paid amount $2,141,038,000
Number of returns with contributions 194,250
Contributions amount $981,401,000
Number of returns with taxable income 221,530
Taxable income amount $52,550,506,000
Number of returns with income tax before credits 221,480
Income tax before credits amount $12,472,313,000
Number of returns with alternative minimum tax 151,370
Alternative minimum tax amount $741,348,000
Number of returns with total tax credits 101,230
Total tax credits amount $134,358,000
Number of returns with foreign tax credit 69,310
Foreign tax credit amount $63,833,000
Number of returns with child and dependent care credit 31,810
Child and dependent care credit amount $17,015,000
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 40
Child tax credit amount $24,000
Number of returns with residential energy tax credit 8,340
Residential energy tax credit amount $16,605,000
Number of returns with self-employment tax 51,360
Self-employment tax amount $372,431,000
Number of returns with total tax payments 220,530
Total tax payments amount $12,576,295,000
Number of returns with earned income credit 0
Earned income credit amount [7] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [8] $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 221,350
Income tax amount [9] $12,337,955,000
Number of returns with tax liability 221,620
Total tax liability amount [10] $12,959,245,000
Number of returns with net investment income tax 114,550
Net investment income tax $115,021,000
Number of returns with tax due at time of filing 113,700
Tax due at time of filing amount [11] $1,364,004,000
Number of returns with overpayments refunded 86,740
Overpayments refunded amount [12] $625,372,000
Number of returns with credit to next year’s estimated tax 25,350
Credited to next year’s estimated tax amount $341,267,000

Adjusted Gross Income: $500,000 under $1,000,000

Number of returns [1] 36,570
Number of single returns 3,610
Number of joint returns 31,890
Number of head of household returns 800
Number of returns with paid preparer's signature 29,640
Number of exemptions 110,730
Number of dependents 42,300
Total number of volunteer prepared returns [2] 0
Number of volunteer income tax assistance (VITA) prepared returns [2] 0
Number of military volunteer prepared returns [2] 0
Number of tax counseling for the elderly (TCE) prepared returns [2] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns 100
Number of elderly returns [3] 11,100
Adjust gross income (AGI) [4] $24,571,728,000
Number of returns with total income 36,570
Salaries and wages amount $25,070,117,000
Number of returns with salaries and wages 32,310
Salaries and wages amount $15,048,179
Number of returns with taxable interest 33,680
Taxable interest amount $239,696
Number of returns with ordinary dividends 30,480
Ordinary dividends amount $1,078,244,000
Number of returns with qualified dividends 29,470
Qualified dividends amount [5] $847,755
Number of returns with state and local income tax refunds 14,620
State and local income tax refunds amount $64,905
Number of returns with business or professional net income (less loss) 10,860
Business or professional net income (less loss) amount $1,113,496,000
Number of returns with net capital gain (less loss) 30,930
Net capital gain (less loss) amount $2,880,574,000
Number of returns with taxable individual retirement arrangements distributions 6,220
Taxable individual retirement arrangements distributions amount $336,111,000
Number of returns with taxable pensions and annuities 6,090
Taxable pensions and annuities amount $320,354,000
Number of farm returns 110
Number of returns with unemployment compensation 780
Unemployment compensation amount [6] $8,034,000
Number of returns with taxable Social Security benefits 5,470
Taxable Social Security benefits amount $164,578,000
Number of returns with partnership/S-corp net income (less loss) 16,100
Partnership/S-corp net income (less loss) amount $3,271,506,000
Number of returns with total statutory adjustments 17,010
Total statutory adjustments amount $498,389,000
Number of returns with educator expenses 580
Educator expenses amount $144,000
Number of returns with self-employment retirement plans 5,060
Self-employment retirement plans amount $197,351,000
Number of returns with self-employment health insurance deduction 6,160
Self-employment health insurance deduction amount $96,392,000
Number of returns with IRA payments 610
IRA payments amount $5,841,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 1,880
Domestic production activities deduction amount $40,003,000
Number of returns with itemized deductions 36,070
Total itemized deductions amount $2,854,245,000
Number of returns with State and local income taxes 35,830
State and local income taxes amount $1,366,164,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $832,000
Number of returns with real estate taxes 34,490
Real estate taxes amount $592,359,000
Number of returns with taxes paid 36,070
Taxes paid amount $1,987,439,000
Number of returns with mortgage interest paid 26,610
Mortgage interest paid amount $467,217,000
Number of returns with contributions 33,850
Contributions amount $478,841,000
Number of returns with taxable income 36,540
Taxable income amount $21,728,139,000
Number of returns with income tax before credits 36,560
Income tax before credits amount $6,316,092,000
Number of returns with alternative minimum tax 19,320
Alternative minimum tax amount $239,251,000
Number of returns with total tax credits 23,620
Total tax credits amount $103,726,000
Number of returns with foreign tax credit 19,750
Foreign tax credit amount $66,105,000
Number of returns with child and dependent care credit 4,090
Child and dependent care credit amount $2,338,000
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 1,130
Residential energy tax credit amount $3,895,000
Number of returns with self-employment tax 12,470
Self-employment tax amount $141,935,000
Number of returns with total tax payments 36,400
Total tax payments amount $6,320,574,000
Number of returns with earned income credit 0
Earned income credit amount [7] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [8] $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 36,540
Income tax amount [9] $6,212,367,000
Number of returns with tax liability 36,570
Total tax liability amount [10] $6,594,074,000
Number of returns with net investment income tax 32,610
Net investment income tax $134,148,000
Number of returns with tax due at time of filing 20,510
Tax due at time of filing amount [11] $791,365,000
Number of returns with overpayments refunded 7,490
Overpayments refunded amount [12] $165,227,000
Number of returns with credit to next year’s estimated tax 9,690
Credited to next year’s estimated tax amount $344,253,000

Adjusted Gross Income: $1,000,000 or more

Number of returns [1] 18,090
Number of single returns 1,780
Number of joint returns 15,780
Number of head of household returns 320
Number of returns with paid preparer's signature 16,480
Number of exemptions 55,180
Number of dependents 21,310
Total number of volunteer prepared returns [2] 0
Number of volunteer income tax assistance (VITA) prepared returns [2] 0
Number of military volunteer prepared returns [2] 0
Number of tax counseling for the elderly (TCE) prepared returns [2] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns 20
Number of elderly returns [3] 6,040
Adjust gross income (AGI) [4] $66,805,754,000
Number of returns with total income 18,090
Salaries and wages amount $67,553,083,000
Number of returns with salaries and wages 14,990
Salaries and wages amount $19,943,258
Number of returns with taxable interest 17,700
Taxable interest amount $1,420,973
Number of returns with ordinary dividends 16,680
Ordinary dividends amount $3,631,312,000
Number of returns with qualified dividends 16,320
Qualified dividends amount [5] $2,718,470
Number of returns with state and local income tax refunds 10,590
State and local income tax refunds amount $323,262
Number of returns with business or professional net income (less loss) 5,020
Business or professional net income (less loss) amount $1,152,664,000
Number of returns with net capital gain (less loss) 17,020
Net capital gain (less loss) amount $24,462,002,000
Number of returns with taxable individual retirement arrangements distributions 2,890
Taxable individual retirement arrangements distributions amount $201,038,000
Number of returns with taxable pensions and annuities 2,880
Taxable pensions and annuities amount $173,030,000
Number of farm returns 80
Number of returns with unemployment compensation 220
Unemployment compensation amount [6] $2,373,000
Number of returns with taxable Social Security benefits 2,750
Taxable Social Security benefits amount $86,247,000
Number of returns with partnership/S-corp net income (less loss) 12,250
Partnership/S-corp net income (less loss) amount $13,636,258,000
Number of returns with total statutory adjustments 10,400
Total statutory adjustments amount $747,329,000
Number of returns with educator expenses 140
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 3,270
Self-employment retirement plans amount $162,252,000
Number of returns with self-employment health insurance deduction 4,520
Self-employment health insurance deduction amount $82,034,000
Number of returns with IRA payments 270
IRA payments amount $2,772,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 2,530
Domestic production activities deduction amount $274,789,000
Number of returns with itemized deductions 17,750
Total itemized deductions amount $7,666,495,000
Number of returns with State and local income taxes 17,660
State and local income taxes amount $4,017,134,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $387,000
Number of returns with real estate taxes 17,180
Real estate taxes amount $614,007,000
Number of returns with taxes paid 17,750
Taxes paid amount $4,657,713,000
Number of returns with mortgage interest paid 11,290
Mortgage interest paid amount $235,850,000
Number of returns with contributions 17,130
Contributions amount $3,466,522,000
Number of returns with taxable income 18,060
Taxable income amount $59,153,896,000
Number of returns with income tax before credits 18,080
Income tax before credits amount $17,935,685,000
Number of returns with alternative minimum tax 4,170
Alternative minimum tax amount $300,733,000
Number of returns with total tax credits 14,270
Total tax credits amount $499,148,000
Number of returns with foreign tax credit 12,980
Foreign tax credit amount $381,648,000
Number of returns with child and dependent care credit 1,190
Child and dependent care credit amount $739,000
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 400
Residential energy tax credit amount $2,308,000
Number of returns with self-employment tax 7,360
Self-employment tax amount $189,151,000
Number of returns with total tax payments 18,020
Total tax payments amount $19,878,956,000
Number of returns with earned income credit 0
Earned income credit amount [7] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [8] $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 18,070
Income tax amount [9] $17,436,537,000
Number of returns with tax liability 18,090
Total tax liability amount [10] $18,700,774,000
Number of returns with net investment income tax 16,950
Net investment income tax $880,363,000
Number of returns with tax due at time of filing 7,260
Tax due at time of filing amount [11] $1,406,644,000
Number of returns with overpayments refunded 3,180
Overpayments refunded amount [12] $356,128,000
Number of returns with credit to next year’s estimated tax 8,420
Credited to next year’s estimated tax amount $2,193,879,000

[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] The income and tax items included within Historic Table 2 (State data) reflect the most complete and accurate totals by State. Due to various disclosure protection procedures, State totals included in SOI’s ZIP Code and county data may not be comparable to those from Table 2. Users should take note of these differences when comparing the different State totals. For other individual income tax tabulations at the State level, see ZIP code tables posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats-Individual-Income-Tax-Statistics-ZIP-Code-Data-(SOI) or county tables at http://www.irs.gov/uac/SOI-Tax-Stats-County-Data.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers to 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] Less 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 55. 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.


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