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ZIP Code Database - Facts & Stats

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ZIP Code 01118 Income Tax Stats

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

ZIP Code 01118 Data

Zip Code:01118
City:Springfield
State:MA [Massachusetts]
Counties: HAMPDEN, MA
City Alias(es):Springfield
Area Code:413
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





01118 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01118 [1] 7,430
Total Number of Single Tax Returns for ZIP Code 01118 1,960
Total Number of Joint Tax Returns for ZIP Code 01118 2,030
Total Number of Dependents for ZIP Code 01118 3,880
Total Adjusted Gross Income for ZIP Code 01118 $381,261,000
Average Income per Person for ZIP Code 01118 $27,096
Average Income per Household for ZIP Code 01118 $51,314

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 2,410
Number of single returns 1,690
Number of joint returns 180
Number of head of household returns 510
Number of returns with paid preparer's signature 1,000
Number of exemptions 3,170
Number of dependents 1,020
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 450
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $30,370,000
Number of returns with total income 2,410
Salaries and wages amount $30,817,000
Number of returns with salaries and wages 1,920
Salaries and wages amount $23,621
Number of returns with taxable interest 330
Taxable interest amount $190
Number of returns with ordinary dividends 170
Ordinary dividends amount $232,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $154
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $1,862,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $52,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $984,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $3,048,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $443,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $228,000
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 370
Total statutory adjustments amount $447,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $94,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $78,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $2,688,000
Amount of AGI for itemized returns $2,722,000
Number of returns with State and local income taxes 110
State and local income taxes amount $92,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $31,000
Number of returns with real estate taxes 150
Real estate taxes amount $502,000
Number of returns with taxes paid 190
Taxes paid amount $649,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $517,000
Number of returns with contributions 110
Contributions amount $171,000
Number of returns with taxable income 1,090
Taxable income amount $6,558,000
Number of returns with income tax before credits 1,090
Income tax before credits amount $698,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $113,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $57,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 80
Child tax credit amount $26,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $313,000
Number of returns with total tax payments 2,230
Total tax payments amount $5,304,000
Number of returns with earned income credit 890
Earned income credit amount [8] $2,294,000
Number of returns with excess earned income credit 800
Excess earned income credit (refundable) amount [9] $2,092,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $580,000
Number of returns with refundable education credit 140
Refundable education credit amount $120,000
Number of returns with income tax 890
Income tax amount [10] $585,000
Number of returns with tax liability 1,100
Total tax liability amount [11] $934,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $139,000
Number of returns with overpayments refunded 2,090
Overpayments refunded amount [13] $4,483,000
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 2,010
Number of single returns 1,130
Number of joint returns 340
Number of head of household returns 490
Number of returns with paid preparer's signature 930
Number of exemptions 3,470
Number of dependents 1,140
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 390
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $74,486,000
Number of returns with total income 2,010
Salaries and wages amount $75,358,000
Number of returns with salaries and wages 1,750
Salaries and wages amount $61,086
Number of returns with taxable interest 450
Taxable interest amount $212
Number of returns with ordinary dividends 200
Ordinary dividends amount $349,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $269
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $119
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,024,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $280,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,262,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $6,953,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $750,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $2,159,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $319,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $872,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $257,000
Number of returns with IRA payments 40
IRA payments amount $144,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $349,000
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 530
Total itemized deductions amount $6,938,000
Amount of AGI for itemized returns $21,074,000
Number of returns with State and local income taxes 490
State and local income taxes amount $911,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $32,000
Number of returns with real estate taxes 460
Real estate taxes amount $1,542,000
Number of returns with taxes paid 530
Taxes paid amount $2,591,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $1,972,000
Number of returns with contributions 360
Contributions amount $668,000
Number of returns with taxable income 1,960
Taxable income amount $41,108,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $5,195,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 810
Total tax credits amount $759,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $224,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $49,000
Number of returns with child tax credit 420
Child tax credit amount $402,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 150
Self-employment tax amount $385,000
Number of returns with total tax payments 1,980
Total tax payments amount $9,320,000
Number of returns with earned income credit 460
Earned income credit amount [8] $976,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $823,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $405,000
Number of returns with refundable education credit 120
Refundable education credit amount $111,000
Number of returns with income tax 1,650
Income tax amount [10] $4,436,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $4,882,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $395,000
Number of returns with overpayments refunded 1,740
Overpayments refunded amount [13] $4,771,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $60,000

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

Number of returns 1,380
Number of single returns 710
Number of joint returns 380
Number of head of household returns 250
Number of returns with paid preparer's signature 760
Number of exemptions 2,490
Number of dependents 730
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] 200
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $84,912,000
Number of returns with total income 1,380
Salaries and wages amount $85,594,000
Number of returns with salaries and wages 1,220
Salaries and wages amount $67,352
Number of returns with taxable interest 440
Taxable interest amount $270
Number of returns with ordinary dividends 190
Ordinary dividends amount $465,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $339
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $169
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,518,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $338,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,396,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $9,744,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $538,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $3,128,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $535,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $682,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $137,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $251,000
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 700
Total itemized deductions amount $10,385,000
Amount of AGI for itemized returns $43,237,000
Number of returns with State and local income taxes 660
State and local income taxes amount $2,007,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $17,000
Number of returns with real estate taxes 650
Real estate taxes amount $2,143,000
Number of returns with taxes paid 690
Taxes paid amount $4,352,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $2,890,000
Number of returns with contributions 500
Contributions amount $901,000
Number of returns with taxable income 1,370
Taxable income amount $57,883,000
Number of returns with income tax before credits 1,370
Income tax before credits amount $8,433,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $665,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $153,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 300
Child tax credit amount $446,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 90
Self-employment tax amount $280,000
Number of returns with total tax payments 1,370
Total tax payments amount $10,939,000
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 40
Additional child tax credit amount $38,000
Number of returns with refundable education credit 80
Refundable education credit amount $70,000
Number of returns with income tax 1,340
Income tax amount [10] $7,768,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $8,108,000
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] $477,000
Number of returns with overpayments refunded 1,130
Overpayments refunded amount [13] $3,259,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 780
Number of single returns 240
Number of joint returns 440
Number of head of household returns 90
Number of returns with paid preparer's signature 480
Number of exemptions 1,680
Number of dependents 470
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] 250
Adjust gross income (AGI) [5] $66,906,000
Number of returns with total income 780
Salaries and wages amount $67,328,000
Number of returns with salaries and wages 700
Salaries and wages amount $52,388
Number of returns with taxable interest 310
Taxable interest amount $300
Number of returns with ordinary dividends 160
Ordinary dividends amount $547,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $428
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $156
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $821,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $623,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,602,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $7,156,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $386,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,043,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $294,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $422,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
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 $138,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $129,000
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 450
Total itemized deductions amount $7,779,000
Amount of AGI for itemized returns $38,562,000
Number of returns with State and local income taxes 430
State and local income taxes amount $1,795,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $54,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,546,000
Number of returns with taxes paid 450
Taxes paid amount $3,482,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,173,000
Number of returns with contributions 330
Contributions amount $711,000
Number of returns with taxable income 780
Taxable income amount $48,583,000
Number of returns with income tax before credits 780
Income tax before credits amount $7,437,000
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 $449,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $102,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $281,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 80
Self-employment tax amount $158,000
Number of returns with total tax payments 770
Total tax payments amount $8,868,000
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 50
Refundable education credit amount $49,000
Number of returns with income tax 770
Income tax amount [10] $6,988,000
Number of returns with tax liability 770
Total tax liability amount [11] $7,211,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $392,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $2,034,000
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 770
Number of single returns 120
Number of joint returns 620
Number of head of household returns 40
Number of returns with paid preparer's signature 480
Number of exemptions 1,860
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] 50
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $99,950,000
Number of returns with total income 770
Salaries and wages amount $100,689,000
Number of returns with salaries and wages 720
Salaries and wages amount $78,078
Number of returns with taxable interest 380
Taxable interest amount $336
Number of returns with ordinary dividends 230
Ordinary dividends amount $871,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $634
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $287
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,377,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $1,444,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,316,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $10,529,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $387,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,616,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $2,224,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $739,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $134,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $195,000
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 570
Total itemized deductions amount $12,111,000
Amount of AGI for itemized returns $76,029,000
Number of returns with State and local income taxes 560
State and local income taxes amount $3,607,000
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 560
Real estate taxes amount $2,201,000
Number of returns with taxes paid 570
Taxes paid amount $6,065,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $3,025,000
Number of returns with contributions 490
Contributions amount $1,498,000
Number of returns with taxable income 770
Taxable income amount $77,749,000
Number of returns with income tax before credits 770
Income tax before credits amount $13,391,000
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 $354,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
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 90
Nonrefundable education credit amount $120,000
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 $152,000
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 $412,000
Number of returns with total tax payments 770
Total tax payments amount $14,537,000
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 $66,000
Number of returns with income tax 770
Income tax amount [10] $13,036,000
Number of returns with tax liability 770
Total tax liability amount [11] $13,443,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $930,000
Number of returns with overpayments refunded 510
Overpayments refunded amount [13] $1,976,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $100,000

Adjusted Gross Income: $200,000 or more

Number of returns 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 180
Number of dependents 40
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] $24,637,000
Number of returns with total income 80
Salaries and wages amount $24,900,000
Number of returns with salaries and wages 80
Salaries and wages amount $14,075
Number of returns with taxable interest 50
Taxable interest amount $56
Number of returns with ordinary dividends 40
Ordinary dividends amount $293,000
Number of returns with qualified dividends 40
Qualified dividends amount [6] $204
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $41
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $1,065,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $2,613,000
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) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $263,000
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 80
Total itemized deductions amount $2,617,000
Amount of AGI for itemized returns $23,751,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,038,000
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 80
Real estate taxes amount $453,000
Number of returns with taxes paid 80
Taxes paid amount $1,532,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $340,000
Number of returns with contributions 80
Contributions amount $649,000
Number of returns with taxable income 80
Taxable income amount $21,327,000
Number of returns with income tax before credits 80
Income tax before credits amount $4,899,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $184,000
Number of returns with total tax credits 30
Total tax credits amount $18,000
Number of returns with foreign tax credit 20
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 0
Self-employment tax amount $0
Number of returns with total tax payments 80
Total tax payments amount $4,607,000
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 80
Income tax amount [10] $4,813,000
Number of returns with tax liability 80
Total tax liability amount [11] $5,016,000
Number of returns with net investment income tax 30
Net investment income tax $13,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $890,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $237,000
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.