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ZIP Code Database - Facts & Stats

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ZIP Code 01075 Income Tax Stats

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

ZIP Code 01075 Data

Zip Code:01075
City:South Hadley
State:MA [Massachusetts]
Counties: HAMPSHIRE, MA
City Alias(es):South Hadley
Area Code:413
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





01075 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01075 [1] 8,630
Total Number of Single Tax Returns for ZIP Code 01075 2,870
Total Number of Joint Tax Returns for ZIP Code 01075 3,170
Total Number of Dependents for ZIP Code 01075 3,460
Total Adjusted Gross Income for ZIP Code 01075 $627,459,000
Average Income per Person for ZIP Code 01075 $35,800
Average Income per Household for ZIP Code 01075 $72,707

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


Adjusted Gross Income: 1 under $25,000

Number of returns 2,360
Number of single returns 1,910
Number of joint returns 230
Number of head of household returns 190
Number of returns with paid preparer's signature 960
Number of exemptions 2,380
Number of dependents 380
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 240
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $27,016,000
Number of returns with total income 2,360
Salaries and wages amount $27,577,000
Number of returns with salaries and wages 1,650
Salaries and wages amount $18,593
Number of returns with taxable interest 580
Taxable interest amount $310
Number of returns with ordinary dividends 300
Ordinary dividends amount $387,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $254
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $34
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $1,717,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $259,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $1,854,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $4,083,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $340,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $351,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($78,000)
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $561,000
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 $132,000
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 $111,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $66,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $3,970,000
Amount of AGI for itemized returns $3,640,000
Number of returns with State and local income taxes 130
State and local income taxes amount $131,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $38,000
Number of returns with real estate taxes 210
Real estate taxes amount $887,000
Number of returns with taxes paid 240
Taxes paid amount $1,101,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $562,000
Number of returns with contributions 180
Contributions amount $237,000
Number of returns with taxable income 1,060
Taxable income amount $6,633,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $692,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $87,000
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 90
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 40
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $282,000
Number of returns with total tax payments 2,000
Total tax payments amount $3,319,000
Number of returns with earned income credit 470
Earned income credit amount [8] $884,000
Number of returns with excess earned income credit 400
Excess earned income credit (refundable) amount [9] $791,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $211,000
Number of returns with refundable education credit 90
Refundable education credit amount $74,000
Number of returns with income tax 900
Income tax amount [10] $604,000
Number of returns with tax liability 1,060
Total tax liability amount [11] $912,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $180,000
Number of returns with overpayments refunded 1,890
Overpayments refunded amount [13] $2,559,000
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 1,950
Number of single returns 1,330
Number of joint returns 320
Number of head of household returns 240
Number of returns with paid preparer's signature 900
Number of exemptions 2,880
Number of dependents 620
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] 270
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $72,822,000
Number of returns with total income 1,950
Salaries and wages amount $73,872,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $54,880
Number of returns with taxable interest 630
Taxable interest amount $436
Number of returns with ordinary dividends 310
Ordinary dividends amount $811,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $540
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $109
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,175,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $465,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,636,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $8,150,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $610,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $2,948,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $347,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,050,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
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 $158,000
Number of returns with IRA payments 50
IRA payments amount $197,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $389,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $6,225,000
Amount of AGI for itemized returns $17,427,000
Number of returns with State and local income taxes 370
State and local income taxes amount $687,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $58,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,630,000
Number of returns with taxes paid 440
Taxes paid amount $2,472,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,517,000
Number of returns with contributions 280
Contributions amount $422,000
Number of returns with taxable income 1,900
Taxable income amount $43,046,000
Number of returns with income tax before credits 1,890
Income tax before credits amount $5,444,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $464,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 240
Child tax credit amount $229,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $370,000
Number of returns with total tax payments 1,910
Total tax payments amount $8,634,000
Number of returns with earned income credit 260
Earned income credit amount [8] $495,000
Number of returns with excess earned income credit 200
Excess earned income credit (refundable) amount [9] $388,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $200,000
Number of returns with refundable education credit 80
Refundable education credit amount $70,000
Number of returns with income tax 1,730
Income tax amount [10] $4,980,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $5,414,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $363,000
Number of returns with overpayments refunded 1,630
Overpayments refunded amount [13] $3,515,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $72,000

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

Number of returns 1,410
Number of single returns 720
Number of joint returns 480
Number of head of household returns 160
Number of returns with paid preparer's signature 770
Number of exemptions 2,480
Number of dependents 590
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] 130
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $86,778,000
Number of returns with total income 1,410
Salaries and wages amount $87,843,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $61,679
Number of returns with taxable interest 660
Taxable interest amount $683
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,089,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $712
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $159
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,217,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $835,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,935,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $11,697,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $503,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $5,245,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $397,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,065,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $175,000
Number of returns with IRA payments 40
IRA payments amount $222,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $270,000
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 610
Total itemized deductions amount $9,774,000
Amount of AGI for itemized returns $38,047,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,621,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $59,000
Number of returns with real estate taxes 570
Real estate taxes amount $2,511,000
Number of returns with taxes paid 610
Taxes paid amount $4,308,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $2,619,000
Number of returns with contributions 440
Contributions amount $700,000
Number of returns with taxable income 1,400
Taxable income amount $59,496,000
Number of returns with income tax before credits 1,400
Income tax before credits amount $8,610,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $591,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 270
Child tax credit amount $388,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 130
Self-employment tax amount $381,000
Number of returns with total tax payments 1,390
Total tax payments amount $10,884,000
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 30
Additional child tax credit amount $37,000
Number of returns with refundable education credit 60
Refundable education credit amount $59,000
Number of returns with income tax 1,370
Income tax amount [10] $8,019,000
Number of returns with tax liability 1,370
Total tax liability amount [11] $8,467,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $646,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [13] $2,983,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $69,000

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

Number of returns 1,000
Number of single returns 350
Number of joint returns 580
Number of head of household returns 50
Number of returns with paid preparer's signature 600
Number of exemptions 2,070
Number of dependents 480
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] 80
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $86,801,000
Number of returns with total income 1,000
Salaries and wages amount $87,862,000
Number of returns with salaries and wages 820
Salaries and wages amount $60,552
Number of returns with taxable interest 550
Taxable interest amount $382
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,480,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $1,049
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $223
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,427,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,467,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,656,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $10,193,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $363,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $5,477,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $592,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $1,061,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $209,000
Number of returns with IRA payments 30
IRA payments amount $157,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $156,000
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 610
Total itemized deductions amount $11,106,000
Amount of AGI for itemized returns $52,981,000
Number of returns with State and local income taxes 590
State and local income taxes amount $2,401,000
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 570
Real estate taxes amount $2,753,000
Number of returns with taxes paid 610
Taxes paid amount $5,321,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,937,000
Number of returns with contributions 480
Contributions amount $902,000
Number of returns with taxable income 1,000
Taxable income amount $62,881,000
Number of returns with income tax before credits 1,000
Income tax before credits amount $9,581,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $510,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $86,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $354,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $447,000
Number of returns with total tax payments 990
Total tax payments amount $11,450,000
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 $31,000
Number of returns with income tax 990
Income tax amount [10] $9,071,000
Number of returns with tax liability 990
Total tax liability amount [11] $9,604,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $668,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $2,383,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $115,000

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

Number of returns 1,500
Number of single returns 230
Number of joint returns 1,210
Number of head of household returns 50
Number of returns with paid preparer's signature 910
Number of exemptions 3,780
Number of dependents 1,080
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] 70
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $201,701,000
Number of returns with total income 1,500
Salaries and wages amount $204,117,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $145,346
Number of returns with taxable interest 940
Taxable interest amount $1,350
Number of returns with ordinary dividends 630
Ordinary dividends amount $3,917,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $2,753
Number of returns with state and local income tax refunds 830
State and local income tax refunds amount $578
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $5,539,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $5,343,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $8,718,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $19,227,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $558,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $8,651,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,796,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $2,416,000
Number of returns with educator expenses 110
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $512,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $568,000
Number of returns with IRA payments 50
IRA payments amount $240,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $307,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $191,000
Number of returns with itemized deductions 1,200
Total itemized deductions amount $27,431,000
Amount of AGI for itemized returns $165,346,000
Number of returns with State and local income taxes 1,170
State and local income taxes amount $7,794,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $41,000
Number of returns with real estate taxes 1,170
Real estate taxes amount $6,727,000
Number of returns with taxes paid 1,200
Taxes paid amount $14,998,000
Number of returns with mortgage interest paid 1,000
Mortgage interest paid amount $6,515,000
Number of returns with contributions 1,030
Contributions amount $2,638,000
Number of returns with taxable income 1,490
Taxable income amount $155,417,000
Number of returns with income tax before credits 1,490
Income tax before credits amount $26,847,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $89,000
Number of returns with total tax credits 670
Total tax credits amount $845,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $79,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $208,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $359,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 230
Self-employment tax amount $962,000
Number of returns with total tax payments 1,490
Total tax payments amount $28,831,000
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 120
Refundable education credit amount $123,000
Number of returns with income tax 1,490
Income tax amount [10] $26,002,000
Number of returns with tax liability 1,490
Total tax liability amount [11] $27,120,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $2,355,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $3,745,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $296,000

Adjusted Gross Income: $200,000 or more

Number of returns 410
Number of single returns 50
Number of joint returns 350
Number of head of household returns 0
Number of returns with paid preparer's signature 300
Number of exemptions 1,060
Number of dependents 310
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $152,341,000
Number of returns with total income 410
Salaries and wages amount $154,826,000
Number of returns with salaries and wages 340
Salaries and wages amount $82,488
Number of returns with taxable interest 340
Taxable interest amount $968
Number of returns with ordinary dividends 270
Ordinary dividends amount $4,997,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $4,224
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $436
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $6,489,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $23,006,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $5,429,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $6,945,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $3,045,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $16,636,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $2,485,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $759,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $481,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $16,382,000
Amount of AGI for itemized returns $148,720,000
Number of returns with State and local income taxes 380
State and local income taxes amount $7,546,000
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 370
Real estate taxes amount $3,551,000
Number of returns with taxes paid 390
Taxes paid amount $11,322,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,397,000
Number of returns with contributions 370
Contributions amount $2,503,000
Number of returns with taxable income 410
Taxable income amount $132,611,000
Number of returns with income tax before credits 410
Income tax before credits amount $33,663,000
Number of returns with alternative minimum tax 260
Alternative minimum tax amount $1,300,000
Number of returns with total tax credits 180
Total tax credits amount $717,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $794,000
Number of returns with total tax payments 400
Total tax payments amount $32,384,000
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 410
Income tax amount [10] $32,946,000
Number of returns with tax liability 410
Total tax liability amount [11] $34,766,000
Number of returns with net investment income tax 230
Net investment income tax $720,000
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $4,857,000
Number of returns with overpayments refunded 130
Overpayments refunded amount [13] $1,312,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $1,100,000

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

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

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

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

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

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

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

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

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

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

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

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

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