Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 01057 Income Tax Stats

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

ZIP Code 01057 Data

Zip Code:01057
City:Monson
State:MA [Massachusetts]
Counties: HAMPDEN, MA
City Alias(es):Monson
Area Code:413
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





01057 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01057 [1] 4,280
Total Number of Single Tax Returns for ZIP Code 01057 1,590
Total Number of Joint Tax Returns for ZIP Code 01057 1,720
Total Number of Dependents for ZIP Code 01057 1,880
Total Adjusted Gross Income for ZIP Code 01057 $284,113,000
Average Income per Person for ZIP Code 01057 $33,292
Average Income per Household for ZIP Code 01057 $66,382

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 1,190
Number of single returns 950
Number of joint returns 130
Number of head of household returns 90
Number of returns with paid preparer's signature 600
Number of exemptions 1,190
Number of dependents 190
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 120
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $14,003,000
Number of returns with total income 1,190
Salaries and wages amount $14,373,000
Number of returns with salaries and wages 890
Salaries and wages amount $9,997
Number of returns with taxable interest 330
Taxable interest amount $177
Number of returns with ordinary dividends 140
Ordinary dividends amount $206,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $127
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $25
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $877,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $38,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $780,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $1,744,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $192,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $104,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $370,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $111,000
Number of returns with IRA payments 20
IRA payments amount $81,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $59,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 100
Total itemized deductions amount $1,384,000
Amount of AGI for itemized returns $1,382,000
Number of returns with State and local income taxes 60
State and local income taxes amount $83,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $16,000
Number of returns with real estate taxes 80
Real estate taxes amount $345,000
Number of returns with taxes paid 90
Taxes paid amount $452,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $341,000
Number of returns with contributions 50
Contributions amount $48,000
Number of returns with taxable income 580
Taxable income amount $3,576,000
Number of returns with income tax before credits 570
Income tax before credits amount $378,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $40,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $20,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 20
Child tax credit amount $7,000
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 $154,000
Number of returns with total tax payments 1,060
Total tax payments amount $1,777,000
Number of returns with earned income credit 260
Earned income credit amount [8] $450,000
Number of returns with excess earned income credit 210
Excess earned income credit (refundable) amount [9] $386,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $101,000
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 510
Income tax amount [10] $338,000
Number of returns with tax liability 590
Total tax liability amount [11] $510,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $66,000
Number of returns with overpayments refunded 1,000
Overpayments refunded amount [13] $1,315,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 990
Number of single returns 620
Number of joint returns 190
Number of head of household returns 140
Number of returns with paid preparer's signature 520
Number of exemptions 1,470
Number of dependents 300
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $36,204,000
Number of returns with total income 990
Salaries and wages amount $36,693,000
Number of returns with salaries and wages 800
Salaries and wages amount $26,981
Number of returns with taxable interest 330
Taxable interest amount $148
Number of returns with ordinary dividends 130
Ordinary dividends amount $207,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $160
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $41
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,339,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $154,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,128,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $4,429,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $427,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $1,260,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $268,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $489,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $136,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $124,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $2,892,000
Amount of AGI for itemized returns $8,093,000
Number of returns with State and local income taxes 180
State and local income taxes amount $336,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $21,000
Number of returns with real estate taxes 190
Real estate taxes amount $731,000
Number of returns with taxes paid 220
Taxes paid amount $1,122,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $817,000
Number of returns with contributions 140
Contributions amount $172,000
Number of returns with taxable income 970
Taxable income amount $20,998,000
Number of returns with income tax before credits 970
Income tax before credits amount $2,650,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $235,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 130
Child tax credit amount $130,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 100
Self-employment tax amount $235,000
Number of returns with total tax payments 960
Total tax payments amount $4,267,000
Number of returns with earned income credit 140
Earned income credit amount [8] $227,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $166,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $123,000
Number of returns with refundable education credit 40
Refundable education credit amount $27,000
Number of returns with income tax 880
Income tax amount [10] $2,414,000
Number of returns with tax liability 910
Total tax liability amount [11] $2,720,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $291,000
Number of returns with overpayments refunded 840
Overpayments refunded amount [13] $1,805,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 690
Number of single returns 310
Number of joint returns 280
Number of head of household returns 70
Number of returns with paid preparer's signature 440
Number of exemptions 1,300
Number of dependents 330
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] 60
Number of elderly returns [4] 230
Adjust gross income (AGI) [5] $42,670,000
Number of returns with total income 690
Salaries and wages amount $43,205,000
Number of returns with salaries and wages 590
Salaries and wages amount $31,475
Number of returns with taxable interest 320
Taxable interest amount $148
Number of returns with ordinary dividends 130
Ordinary dividends amount $272,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $202
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $79
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,976,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $315,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,376,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $4,542,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $401,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $2,360,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $367,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $535,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $245,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $192,000
Number of returns with IRA payments 40
IRA payments amount $167,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $85,000
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 300
Total itemized deductions amount $4,736,000
Amount of AGI for itemized returns $18,718,000
Number of returns with State and local income taxes 290
State and local income taxes amount $834,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $28,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,103,000
Number of returns with taxes paid 300
Taxes paid amount $2,024,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,467,000
Number of returns with contributions 190
Contributions amount $289,000
Number of returns with taxable income 690
Taxable income amount $28,832,000
Number of returns with income tax before credits 690
Income tax before credits amount $4,149,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $279,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 120
Child tax credit amount $190,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $297,000
Number of returns with total tax payments 680
Total tax payments amount $5,300,000
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 30
Refundable education credit amount $30,000
Number of returns with income tax 670
Income tax amount [10] $3,870,000
Number of returns with tax liability 680
Total tax liability amount [11] $4,203,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $346,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $1,395,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $100,000

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

Number of returns 530
Number of single returns 120
Number of joint returns 360
Number of head of household returns 40
Number of returns with paid preparer's signature 360
Number of exemptions 1,230
Number of dependents 340
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] 40
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $46,187,000
Number of returns with total income 530
Salaries and wages amount $46,711,000
Number of returns with salaries and wages 460
Salaries and wages amount $34,645
Number of returns with taxable interest 300
Taxable interest amount $185
Number of returns with ordinary dividends 140
Ordinary dividends amount $383,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $298
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $101
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,792,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $390,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,450,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $4,760,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $307,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,310,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $524,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $82,000
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 300
Total itemized deductions amount $5,158,000
Amount of AGI for itemized returns $25,663,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,177,000
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 280
Real estate taxes amount $1,155,000
Number of returns with taxes paid 300
Taxes paid amount $2,443,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,614,000
Number of returns with contributions 210
Contributions amount $355,000
Number of returns with taxable income 530
Taxable income amount $33,133,000
Number of returns with income tax before credits 530
Income tax before credits amount $4,919,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $358,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $220,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $82,000
Number of returns with self-employment tax 80
Self-employment tax amount $272,000
Number of returns with total tax payments 530
Total tax payments amount $5,925,000
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 30
Refundable education credit amount $32,000
Number of returns with income tax 520
Income tax amount [10] $4,562,000
Number of returns with tax liability 520
Total tax liability amount [11] $4,867,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $334,000
Number of returns with overpayments refunded 400
Overpayments refunded amount [13] $1,345,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 740
Number of single returns 80
Number of joint returns 630
Number of head of household returns 30
Number of returns with paid preparer's signature 500
Number of exemptions 1,980
Number of dependents 600
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] 40
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $98,423,000
Number of returns with total income 740
Salaries and wages amount $99,388,000
Number of returns with salaries and wages 690
Salaries and wages amount $77,538
Number of returns with taxable interest 490
Taxable interest amount $384
Number of returns with ordinary dividends 240
Ordinary dividends amount $929,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $698
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $288
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,161,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,709,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,049,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $8,859,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $478,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,126,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,112,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $965,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $467,000
Number of returns with IRA payments 20
IRA payments amount $140,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $124,000
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 590
Total itemized deductions amount $12,658,000
Amount of AGI for itemized returns $79,888,000
Number of returns with State and local income taxes 580
State and local income taxes amount $3,810,000
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 580
Real estate taxes amount $2,816,000
Number of returns with taxes paid 590
Taxes paid amount $6,870,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,534,000
Number of returns with contributions 490
Contributions amount $1,121,000
Number of returns with taxable income 740
Taxable income amount $75,807,000
Number of returns with income tax before credits 740
Income tax before credits amount $12,903,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $403,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $168,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $374,000
Number of returns with total tax payments 740
Total tax payments amount $14,279,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 70
Refundable education credit amount $71,000
Number of returns with income tax 740
Income tax amount [10] $12,500,000
Number of returns with tax liability 740
Total tax liability amount [11] $12,955,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $775,000
Number of returns with overpayments refunded 500
Overpayments refunded amount [13] $1,988,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $578,000

Adjusted Gross Income: $200,000 or more

Number of returns 140
Number of single returns 0
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 390
Number of dependents 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] 0
Number of elderly returns [4] 40
Adjust gross income (AGI) [5] $46,626,000
Number of returns with total income 140
Salaries and wages amount $47,882,000
Number of returns with salaries and wages 130
Salaries and wages amount $26,595
Number of returns with taxable interest 130
Taxable interest amount $232
Number of returns with ordinary dividends 80
Ordinary dividends amount $730,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $525
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $146
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $2,517,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $2,183,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,079,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $5,618,000
Number of returns with total statutory adjustments 60
Total statutory adjustments amount $1,256,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 140
Total itemized deductions amount $5,019,000
Amount of AGI for itemized returns $46,053,000
Number of returns with State and local income taxes 140
State and local income taxes amount $2,419,000
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 140
Real estate taxes amount $997,000
Number of returns with taxes paid 140
Taxes paid amount $3,474,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $959,000
Number of returns with contributions 130
Contributions amount $378,000
Number of returns with taxable income 140
Taxable income amount $40,269,000
Number of returns with income tax before credits 140
Income tax before credits amount $10,064,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $248,000
Number of returns with total tax credits 50
Total tax credits amount $26,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $352,000
Number of returns with total tax payments 140
Total tax payments amount $10,529,000
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 140
Income tax amount [10] $9,939,000
Number of returns with tax liability 140
Total tax liability amount [11] $10,438,000
Number of returns with net investment income tax 70
Net investment income tax $56,000
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $1,312,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $420,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

[5] Does not include returns with adjusted gross deficit.

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

[7] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's. 
This fund only applies to statistics in the totals, and the state of Alaska.

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

[9] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

[11] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[12] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

[13] The amount of overpayments the tax filer requested to have refunded.