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ZIP Code Database - Facts & Stats

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ZIP Code 01462 Income Tax Stats

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

ZIP Code 01462 Data

Zip Code:01462
City:Lunenburg
State:MA [Massachusetts]
Counties: WORCESTER, MA
City Alias(es):Lunenburg
Area Code:978 / 351 / 508
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


01462 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01462 [1] 5,820
Total Number of Single Tax Returns for ZIP Code 01462 2,190
Total Number of Joint Tax Returns for ZIP Code 01462 2,530
Total Number of Dependents for ZIP Code 01462 3,120
Total Adjusted Gross Income for ZIP Code 01462 $475,073,000
Average Income per Person for ZIP Code 01462 $47,102
Average Income per Household for ZIP Code 01462 $81,628

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


Adjusted Gross Income: 1 under $25,000

Number of returns 1,520
Number of single returns 1,240
Number of joint returns 160
Number of head of household returns 100
Number of returns with paid preparer's signature 650
Number of exemptions 1,400
Number of dependents 230
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $17,055,000
Number of returns with total income 1,520
Salaries and wages amount $17,506,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $11,950
Number of returns with taxable interest 480
Taxable interest amount $205
Number of returns with ordinary dividends 210
Ordinary dividends amount $286,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $169
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,683,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $91,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,082,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $1,876,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $279,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $175,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount ($45,000)
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $451,000
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 $155,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $73,000
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 140
Total itemized deductions amount $2,620,000
Amount of AGI for itemized returns $2,054,000
Number of returns with State and local income taxes 70
State and local income taxes amount $69,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $37,000
Number of returns with real estate taxes 120
Real estate taxes amount $668,000
Number of returns with taxes paid 140
Taxes paid amount $803,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $439,000
Number of returns with contributions 90
Contributions amount $107,000
Number of returns with taxable income 710
Taxable income amount $4,445,000
Number of returns with income tax before credits 700
Income tax before credits amount $466,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $56,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $254,000
Number of returns with total tax payments 1,300
Total tax payments amount $2,093,000
Number of returns with earned income credit 280
Earned income credit amount [8] $501,000
Number of returns with excess earned income credit 230
Excess earned income credit (refundable) amount [9] $449,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $112,000
Number of returns with refundable education credit 50
Refundable education credit amount $39,000
Number of returns with income tax 620
Income tax amount [10] $410,000
Number of returns with tax liability 730
Total tax liability amount [11] $685,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $177,000
Number of returns with overpayments refunded 1,190
Overpayments refunded amount [13] $1,549,000
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 1,080
Number of single returns 680
Number of joint returns 230
Number of head of household returns 140
Number of returns with paid preparer's signature 520
Number of exemptions 1,620
Number of dependents 330
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $39,715,000
Number of returns with total income 1,080
Salaries and wages amount $40,460,000
Number of returns with salaries and wages 900
Salaries and wages amount $30,622
Number of returns with taxable interest 410
Taxable interest amount $230
Number of returns with ordinary dividends 140
Ordinary dividends amount $347,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $220
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $59
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,816,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $403,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,431,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $3,246,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $468,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $1,499,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $95,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $745,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $259,000
Number of returns with IRA payments 30
IRA payments amount $98,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $177,000
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 230
Total itemized deductions amount $3,944,000
Amount of AGI for itemized returns $9,000,000
Number of returns with State and local income taxes 200
State and local income taxes amount $349,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $18,000
Number of returns with real estate taxes 210
Real estate taxes amount $1,077,000
Number of returns with taxes paid 230
Taxes paid amount $1,516,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $973,000
Number of returns with contributions 160
Contributions amount $297,000
Number of returns with taxable income 1,050
Taxable income amount $22,615,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $2,840,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $278,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $89,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 130
Child tax credit amount $124,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $311,000
Number of returns with total tax payments 1,050
Total tax payments amount $4,527,000
Number of returns with earned income credit 150
Earned income credit amount [8] $244,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $181,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $86,000
Number of returns with refundable education credit 50
Refundable education credit amount $40,000
Number of returns with income tax 970
Income tax amount [10] $2,563,000
Number of returns with tax liability 1,000
Total tax liability amount [11] $2,908,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $307,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $1,880,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $114,000

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

Number of returns 840
Number of single returns 390
Number of joint returns 290
Number of head of household returns 110
Number of returns with paid preparer's signature 430
Number of exemptions 1,580
Number of dependents 450
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] 90
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $51,567,000
Number of returns with total income 840
Salaries and wages amount $52,333,000
Number of returns with salaries and wages 700
Salaries and wages amount $38,202
Number of returns with taxable interest 400
Taxable interest amount $260
Number of returns with ordinary dividends 170
Ordinary dividends amount $433,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $334
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $108
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,204,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $592,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,599,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $5,600,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $421,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,665,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $108,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $766,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $208,000
Number of returns with IRA payments 20
IRA payments amount $88,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $161,000
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 410
Total itemized deductions amount $7,082,000
Amount of AGI for itemized returns $25,490,000
Number of returns with State and local income taxes 380
State and local income taxes amount $1,090,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $30,000
Number of returns with real estate taxes 380
Real estate taxes amount $2,052,000
Number of returns with taxes paid 410
Taxes paid amount $3,265,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $2,228,000
Number of returns with contributions 300
Contributions amount $435,000
Number of returns with taxable income 830
Taxable income amount $34,293,000
Number of returns with income tax before credits 820
Income tax before credits amount $4,941,000
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 $409,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $77,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 190
Child tax credit amount $271,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 90
Self-employment tax amount $343,000
Number of returns with total tax payments 820
Total tax payments amount $6,441,000
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 $44,000
Number of returns with refundable education credit 40
Refundable education credit amount $42,000
Number of returns with income tax 800
Income tax amount [10] $4,533,000
Number of returns with tax liability 810
Total tax liability amount [11] $4,941,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $463,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $1,908,000
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 710
Number of single returns 220
Number of joint returns 410
Number of head of household returns 60
Number of returns with paid preparer's signature 420
Number of exemptions 1,610
Number of dependents 500
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] 240
Adjust gross income (AGI) [5] $61,110,000
Number of returns with total income 710
Salaries and wages amount $61,946,000
Number of returns with salaries and wages 620
Salaries and wages amount $45,692
Number of returns with taxable interest 440
Taxable interest amount $300
Number of returns with ordinary dividends 180
Ordinary dividends amount $692,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $488
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $139
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,979,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $782,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,998,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $5,920,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $436,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,328,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $323,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $836,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
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 $179,000
Number of returns with IRA payments 20
IRA payments amount $110,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $75,000
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 420
Total itemized deductions amount $8,356,000
Amount of AGI for itemized returns $36,730,000
Number of returns with State and local income taxes 410
State and local income taxes amount $1,598,000
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 400
Real estate taxes amount $2,255,000
Number of returns with taxes paid 420
Taxes paid amount $4,003,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,536,000
Number of returns with contributions 320
Contributions amount $619,000
Number of returns with taxable income 710
Taxable income amount $43,109,000
Number of returns with income tax before credits 710
Income tax before credits amount $6,553,000
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 $522,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $80,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $321,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $80,000
Number of returns with self-employment tax 110
Self-employment tax amount $348,000
Number of returns with total tax payments 700
Total tax payments amount $7,951,000
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 20
Additional child tax credit amount $33,000
Number of returns with refundable education credit 40
Refundable education credit amount $40,000
Number of returns with income tax 690
Income tax amount [10] $6,031,000
Number of returns with tax liability 700
Total tax liability amount [11] $6,424,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $481,000
Number of returns with overpayments refunded 520
Overpayments refunded amount [13] $1,935,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $65,000

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

Number of returns 1,260
Number of single returns 130
Number of joint returns 1,070
Number of head of household returns 60
Number of returns with paid preparer's signature 740
Number of exemptions 3,510
Number of dependents 1,180
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] 380
Adjust gross income (AGI) [5] $174,644,000
Number of returns with total income 1,260
Salaries and wages amount $176,827,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $136,726
Number of returns with taxable interest 910
Taxable interest amount $892
Number of returns with ordinary dividends 460
Ordinary dividends amount $2,165,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $1,729
Number of returns with state and local income tax refunds 690
State and local income tax refunds amount $428
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $5,882,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $3,588,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $5,086,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $12,621,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $947,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $5,433,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $2,123,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $2,183,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $776,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $433,000
Number of returns with IRA payments 40
IRA payments amount $218,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $214,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $337,000
Number of returns with itemized deductions 1,080
Total itemized deductions amount $26,303,000
Amount of AGI for itemized returns $151,806,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $6,932,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $35,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $6,857,000
Number of returns with taxes paid 1,080
Taxes paid amount $14,280,000
Number of returns with mortgage interest paid 940
Mortgage interest paid amount $7,350,000
Number of returns with contributions 880
Contributions amount $1,949,000
Number of returns with taxable income 1,260
Taxable income amount $131,857,000
Number of returns with income tax before credits 1,260
Income tax before credits amount $22,652,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $61,000
Number of returns with total tax credits 570
Total tax credits amount $872,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $310,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $330,000
Number of returns with self-employment tax 200
Self-employment tax amount $927,000
Number of returns with total tax payments 1,260
Total tax payments amount $25,089,000
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 100
Refundable education credit amount $103,000
Number of returns with income tax 1,250
Income tax amount [10] $21,779,000
Number of returns with tax liability 1,250
Total tax liability amount [11] $22,849,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $1,613,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [13] $3,553,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $279,000

Adjusted Gross Income: $200,000 or more

Number of returns 410
Number of single returns 30
Number of joint returns 370
Number of head of household returns 0
Number of returns with paid preparer's signature 260
Number of exemptions 1,210
Number of dependents 430
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] 100
Adjust gross income (AGI) [5] $130,982,000
Number of returns with total income 410
Salaries and wages amount $132,948,000
Number of returns with salaries and wages 370
Salaries and wages amount $89,306
Number of returns with taxable interest 340
Taxable interest amount $937
Number of returns with ordinary dividends 240
Ordinary dividends amount $2,807,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $2,155
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $178
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $5,714,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $11,235,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,768,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $4,701,000
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 50
Taxable Social Security benefits amount $1,166,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $12,775,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $1,966,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $565,000
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 400
Total itemized deductions amount $14,844,000
Amount of AGI for itemized returns $125,960,000
Number of returns with State and local income taxes 390
State and local income taxes amount $6,178,000
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 380
Real estate taxes amount $3,557,000
Number of returns with taxes paid 400
Taxes paid amount $9,963,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,969,000
Number of returns with contributions 350
Contributions amount $1,808,000
Number of returns with taxable income 410
Taxable income amount $111,953,000
Number of returns with income tax before credits 410
Income tax before credits amount $27,479,000
Number of returns with alternative minimum tax 260
Alternative minimum tax amount $1,075,000
Number of returns with total tax credits 160
Total tax credits amount $428,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
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 90
Self-employment tax amount $635,000
Number of returns with total tax payments 410
Total tax payments amount $25,896,000
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] $27,052,000
Number of returns with tax liability 410
Total tax liability amount [11] $28,281,000
Number of returns with net investment income tax 200
Net investment income tax $239,000
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $4,270,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [13] $1,207,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $643,000

[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.