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ZIP Code Database - Facts & Stats

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ZIP Code 01420 Income Tax Stats

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

ZIP Code 01420 Data

Zip Code:01420
City:Fitchburg
State:MA [Massachusetts]
Counties: WORCESTER, MA
City Alias(es):Fitchburg
Area Code:978
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





01420 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01420 [1] 19,110
Total Number of Single Tax Returns for ZIP Code 01420 4,950
Total Number of Joint Tax Returns for ZIP Code 01420 5,100
Total Number of Dependents for ZIP Code 01420 11,140
Total Adjusted Gross Income for ZIP Code 01420 $886,097,000
Average Income per Person for ZIP Code 01420 $21,967
Average Income per Household for ZIP Code 01420 $46,368

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 7,320
Number of single returns 5,030
Number of joint returns 620
Number of head of household returns 1,560
Number of returns with paid preparer's signature 3,200
Number of exemptions 10,070
Number of dependents 3,350
Total number of volunteer prepared returns [5] 280
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 60
Number of refund anticipation check returns [3] 1,560
Number of elderly returns [4] 1,250
Adjust gross income (AGI) [5] $92,912,000
Number of returns with total income 7,320
Salaries and wages amount $93,978,000
Number of returns with salaries and wages 6,110
Salaries and wages amount $76,851
Number of returns with taxable interest 1,110
Taxable interest amount $527
Number of returns with ordinary dividends 380
Ordinary dividends amount $468,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $296
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $80
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $4,784,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $256,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $2,377,000
Number of returns with taxable pensions and annuities 790
Taxable pensions and annuities amount $6,743,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [7] $1,317,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $542,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $76,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $1,066,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $143,000
Number of returns with IRA payments 20
IRA payments amount $65,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $238,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $97,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $4,431,000
Amount of AGI for itemized returns $4,697,000
Number of returns with State and local income taxes 200
State and local income taxes amount $203,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $42,000
Number of returns with real estate taxes 230
Real estate taxes amount $875,000
Number of returns with taxes paid 300
Taxes paid amount $1,184,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $873,000
Number of returns with contributions 190
Contributions amount $308,000
Number of returns with taxable income 3,360
Taxable income amount $20,901,000
Number of returns with income tax before credits 3,380
Income tax before credits amount $2,240,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 870
Total tax credits amount $290,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $124,000
Number of returns with retirement savings contribution credit 300
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 300
Child tax credit amount $94,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 590
Self-employment tax amount $789,000
Number of returns with total tax payments 6,790
Total tax payments amount $16,599,000
Number of returns with earned income credit 2,770
Earned income credit amount [8] $6,998,000
Number of returns with excess earned income credit 2,500
Excess earned income credit (refundable) amount [9] $6,537,000
Number of returns with additional child tax credit 1,580
Additional child tax credit amount $1,869,000
Number of returns with refundable education credit 270
Refundable education credit amount $208,000
Number of returns with income tax 2,790
Income tax amount [10] $1,950,000
Number of returns with tax liability 3,330
Total tax liability amount [11] $2,922,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $388,000
Number of returns with overpayments refunded 6,470
Overpayments refunded amount [13] $14,025,000
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 5,470
Number of single returns 3,030
Number of joint returns 890
Number of head of household returns 1,430
Number of returns with paid preparer's signature 2,670
Number of exemptions 9,780
Number of dependents 3,460
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 1,270
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $197,584,000
Number of returns with total income 5,470
Salaries and wages amount $199,336,000
Number of returns with salaries and wages 5,010
Salaries and wages amount $172,746
Number of returns with taxable interest 1,140
Taxable interest amount $434
Number of returns with ordinary dividends 320
Ordinary dividends amount $540,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $400
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $206
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $5,489,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $577,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $2,644,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $10,299,000
Number of farm returns 0
Number of returns with unemployment compensation 380
Unemployment compensation amount [7] $2,468,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $3,500,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $512,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $1,752,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $240,000
Number of returns with IRA payments 60
IRA payments amount $200,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $650,000
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 840
Total itemized deductions amount $12,271,000
Amount of AGI for itemized returns $33,165,000
Number of returns with State and local income taxes 760
State and local income taxes amount $1,417,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $47,000
Number of returns with real estate taxes 660
Real estate taxes amount $2,296,000
Number of returns with taxes paid 840
Taxes paid amount $3,949,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,089,000
Number of returns with contributions 560
Contributions amount $1,046,000
Number of returns with taxable income 5,340
Taxable income amount $108,383,000
Number of returns with income tax before credits 5,330
Income tax before credits amount $13,686,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,190
Total tax credits amount $2,002,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $147,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $393,000
Number of returns with retirement savings contribution credit 790
Retirement savings contribution credit amount $139,000
Number of returns with child tax credit 1,350
Child tax credit amount $1,298,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 350
Self-employment tax amount $917,000
Number of returns with total tax payments 5,400
Total tax payments amount $25,207,000
Number of returns with earned income credit 1,400
Earned income credit amount [8] $2,922,000
Number of returns with excess earned income credit 1,120
Excess earned income credit (refundable) amount [9] $2,435,000
Number of returns with additional child tax credit 890
Additional child tax credit amount $1,215,000
Number of returns with refundable education credit 250
Refundable education credit amount $216,000
Number of returns with income tax 4,470
Income tax amount [10] $11,684,000
Number of returns with tax liability 4,630
Total tax liability amount [11] $12,821,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $905,000
Number of returns with overpayments refunded 4,850
Overpayments refunded amount [13] $13,132,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $98,000

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

Number of returns 2,820
Number of single returns 1,220
Number of joint returns 1,060
Number of head of household returns 470
Number of returns with paid preparer's signature 1,600
Number of exemptions 5,580
Number of dependents 1,710
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] 430
Number of elderly returns [4] 650
Adjust gross income (AGI) [5] $173,624,000
Number of returns with total income 2,820
Salaries and wages amount $175,189,000
Number of returns with salaries and wages 2,550
Salaries and wages amount $143,967
Number of returns with taxable interest 1,080
Taxable interest amount $463
Number of returns with ordinary dividends 370
Ordinary dividends amount $768,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $546
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $276
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,338,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $980,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,329,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $13,254,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,660,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $6,479,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $549,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,565,000
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 40
Self-employment health insurance deduction amount $247,000
Number of returns with IRA payments 50
IRA payments amount $235,000
Number of returns with student loan interest deduction 430
Student loan interest deduction amount $454,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $64,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,090
Total itemized deductions amount $16,831,000
Amount of AGI for itemized returns $68,891,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $3,082,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $53,000
Number of returns with real estate taxes 970
Real estate taxes amount $3,476,000
Number of returns with taxes paid 1,090
Taxes paid amount $6,882,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $4,880,000
Number of returns with contributions 770
Contributions amount $1,566,000
Number of returns with taxable income 2,810
Taxable income amount $117,426,000
Number of returns with income tax before credits 2,810
Income tax before credits amount $16,888,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,030
Total tax credits amount $1,526,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $236,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 710
Child tax credit amount $1,112,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $72,000
Number of returns with self-employment tax 220
Self-employment tax amount $566,000
Number of returns with total tax payments 2,790
Total tax payments amount $21,894,000
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 90
Additional child tax credit amount $117,000
Number of returns with refundable education credit 150
Refundable education credit amount $131,000
Number of returns with income tax 2,720
Income tax amount [10] $15,362,000
Number of returns with tax liability 2,750
Total tax liability amount [11] $16,092,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $987,000
Number of returns with overpayments refunded 2,340
Overpayments refunded amount [13] $6,728,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $56,000

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

Number of returns 1,580
Number of single returns 420
Number of joint returns 970
Number of head of household returns 170
Number of returns with paid preparer's signature 970
Number of exemptions 3,610
Number of dependents 1,060
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $136,305,000
Number of returns with total income 1,580
Salaries and wages amount $137,460,000
Number of returns with salaries and wages 1,440
Salaries and wages amount $108,996
Number of returns with taxable interest 800
Taxable interest amount $604
Number of returns with ordinary dividends 290
Ordinary dividends amount $704,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $515
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $296
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,090,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $1,077,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,381,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $11,625,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $1,081,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $5,315,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $771,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,155,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $318,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $203,000
Number of returns with IRA payments 40
IRA payments amount $195,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $223,000
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 870
Total itemized deductions amount $15,737,000
Amount of AGI for itemized returns $75,762,000
Number of returns with State and local income taxes 850
State and local income taxes amount $3,439,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $57,000
Number of returns with real estate taxes 810
Real estate taxes amount $3,198,000
Number of returns with taxes paid 870
Taxes paid amount $6,947,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $4,648,000
Number of returns with contributions 650
Contributions amount $1,300,000
Number of returns with taxable income 1,580
Taxable income amount $97,924,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $14,905,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $910,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $157,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $651,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 160
Self-employment tax amount $507,000
Number of returns with total tax payments 1,570
Total tax payments amount $18,066,000
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 90
Refundable education credit amount $88,000
Number of returns with income tax 1,570
Income tax amount [10] $13,995,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $14,688,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $882,000
Number of returns with overpayments refunded 1,260
Overpayments refunded amount [13] $4,214,000
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 1,710
Number of single returns 230
Number of joint returns 1,380
Number of head of household returns 80
Number of returns with paid preparer's signature 1,050
Number of exemptions 4,490
Number of dependents 1,400
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $224,343,000
Number of returns with total income 1,710
Salaries and wages amount $226,217,000
Number of returns with salaries and wages 1,600
Salaries and wages amount $180,883
Number of returns with taxable interest 1,060
Taxable interest amount $818
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,650,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $1,206
Number of returns with state and local income tax refunds 910
State and local income tax refunds amount $625
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $4,363,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $3,673,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $6,165,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $17,244,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $1,093,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $5,720,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,695,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $1,874,000
Number of returns with educator expenses 170
Educator expenses amount $46,000
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 $295,000
Number of returns with IRA payments 40
IRA payments amount $243,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $270,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $88,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,300
Total itemized deductions amount $28,520,000
Amount of AGI for itemized returns $174,510,000
Number of returns with State and local income taxes 1,280
State and local income taxes amount $8,105,000
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 1,240
Real estate taxes amount $5,726,000
Number of returns with taxes paid 1,300
Taxes paid amount $14,420,000
Number of returns with mortgage interest paid 1,150
Mortgage interest paid amount $7,921,000
Number of returns with contributions 1,050
Contributions amount $2,608,000
Number of returns with taxable income 1,710
Taxable income amount $172,682,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $29,859,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $57,000
Number of returns with total tax credits 660
Total tax credits amount $970,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $117,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $230,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $455,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $128,000
Number of returns with self-employment tax 220
Self-employment tax amount $719,000
Number of returns with total tax payments 1,700
Total tax payments amount $32,922,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 140
Refundable education credit amount $140,000
Number of returns with income tax 1,700
Income tax amount [10] $28,889,000
Number of returns with tax liability 1,700
Total tax liability amount [11] $29,937,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $2,239,000
Number of returns with overpayments refunded 1,170
Overpayments refunded amount [13] $4,849,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $516,000

Adjusted Gross Income: $200,000 or more

Number of returns 210
Number of single returns 30
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 550
Number of dependents 160
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] 70
Adjust gross income (AGI) [5] $61,329,000
Number of returns with total income 210
Salaries and wages amount $62,015,000
Number of returns with salaries and wages 190
Salaries and wages amount $38,772
Number of returns with taxable interest 160
Taxable interest amount $242
Number of returns with ordinary dividends 100
Ordinary dividends amount $709,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $560
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $202
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,147,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $5,068,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,599,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $3,517,000
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 40
Taxable Social Security benefits amount $932,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $8,027,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $686,000
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 $255,000
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 200
Total itemized deductions amount $6,827,000
Amount of AGI for itemized returns $58,824,000
Number of returns with State and local income taxes 200
State and local income taxes amount $3,051,000
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 190
Real estate taxes amount $1,258,000
Number of returns with taxes paid 200
Taxes paid amount $4,422,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,348,000
Number of returns with contributions 180
Contributions amount $1,004,000
Number of returns with taxable income 210
Taxable income amount $52,447,000
Number of returns with income tax before credits 210
Income tax before credits amount $12,492,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $284,000
Number of returns with total tax credits 70
Total tax credits amount $197,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $38,000
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 $280,000
Number of returns with total tax payments 210
Total tax payments amount $12,103,000
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 210
Income tax amount [10] $12,145,000
Number of returns with tax liability 210
Total tax liability amount [11] $12,734,000
Number of returns with net investment income tax 90
Net investment income tax $168,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $1,870,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $642,000
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.