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ZIP Code Database - Facts & Stats

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ZIP Code 01545 Income Tax Stats

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

ZIP Code 01545 Data

Zip Code:01545
City:Shrewsbury
State:MA [Massachusetts]
Counties: WORCESTER, MA
City Alias(es):Shrewsbury
Area Code:774 / 508
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


01545 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01545 [1] 18,210
Total Number of Single Tax Returns for ZIP Code 01545 6,280
Total Number of Joint Tax Returns for ZIP Code 01545 8,540
Total Number of Dependents for ZIP Code 01545 11,530
Total Adjusted Gross Income for ZIP Code 01545 $2,109,885,000
Average Income per Person for ZIP Code 01545 $59,772
Average Income per Household for ZIP Code 01545 $115,864

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 4,510
Number of single returns 3,860
Number of joint returns 400
Number of head of household returns 180
Number of returns with paid preparer's signature 2,170
Number of exemptions 3,460
Number of dependents 520
Total number of volunteer prepared returns [5] 150
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 930
Adjust gross income (AGI) [5] $45,938,000
Number of returns with total income 4,510
Salaries and wages amount $46,983,000
Number of returns with salaries and wages 3,460
Salaries and wages amount $34,477
Number of returns with taxable interest 1,060
Taxable interest amount $612
Number of returns with ordinary dividends 650
Ordinary dividends amount $1,156,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $746
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $78
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $3,081,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $676,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,077,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $4,684,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $539,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $372,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($51,000)
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,045,000
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 50
Self-employment health insurance deduction amount $219,000
Number of returns with IRA payments 20
IRA payments amount $79,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $236,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $186,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $5,760,000
Amount of AGI for itemized returns $4,896,000
Number of returns with State and local income taxes 180
State and local income taxes amount $208,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $61,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,317,000
Number of returns with taxes paid 340
Taxes paid amount $1,696,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,052,000
Number of returns with contributions 230
Contributions amount $357,000
Number of returns with taxable income 2,000
Taxable income amount $12,231,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $1,308,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $146,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $105,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 40
Child tax credit amount $15,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 420
Self-employment tax amount $523,000
Number of returns with total tax payments 3,860
Total tax payments amount $5,259,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,069,000
Number of returns with excess earned income credit 520
Excess earned income credit (refundable) amount [9] $914,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $254,000
Number of returns with refundable education credit 170
Refundable education credit amount $155,000
Number of returns with income tax 1,760
Income tax amount [10] $1,161,000
Number of returns with tax liability 2,070
Total tax liability amount [11] $1,742,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $435,000
Number of returns with overpayments refunded 3,570
Overpayments refunded amount [13] $3,887,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $54,000

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

Number of returns 2,840
Number of single returns 1,880
Number of joint returns 550
Number of head of household returns 320
Number of returns with paid preparer's signature 1,450
Number of exemptions 4,280
Number of dependents 980
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 340
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $105,305,000
Number of returns with total income 2,840
Salaries and wages amount $106,941,000
Number of returns with salaries and wages 2,320
Salaries and wages amount $81,142
Number of returns with taxable interest 870
Taxable interest amount $768
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,390,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $966
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $171
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $4,532,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,489,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $3,279,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $9,363,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $975,000
Number of returns with taxable Social Security benefits 520
Taxable Social Security benefits amount $3,684,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $157,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $1,636,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
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 $263,000
Number of returns with IRA payments 50
IRA payments amount $203,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $592,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 590
Total itemized deductions amount $10,116,000
Amount of AGI for itemized returns $22,665,000
Number of returns with State and local income taxes 500
State and local income taxes amount $951,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $53,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,013,000
Number of returns with taxes paid 580
Taxes paid amount $3,173,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $2,381,000
Number of returns with contributions 450
Contributions amount $815,000
Number of returns with taxable income 2,760
Taxable income amount $60,802,000
Number of returns with income tax before credits 2,730
Income tax before credits amount $7,663,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $815,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $361,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $49,000
Number of returns with child tax credit 360
Child tax credit amount $343,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 290
Self-employment tax amount $754,000
Number of returns with total tax payments 2,740
Total tax payments amount $12,298,000
Number of returns with earned income credit 340
Earned income credit amount [8] $643,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $482,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $315,000
Number of returns with refundable education credit 180
Refundable education credit amount $175,000
Number of returns with income tax 2,460
Income tax amount [10] $6,848,000
Number of returns with tax liability 2,550
Total tax liability amount [11] $7,668,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $751,000
Number of returns with overpayments refunded 2,320
Overpayments refunded amount [13] $5,152,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $179,000

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

Number of returns 2,260
Number of single returns 1,170
Number of joint returns 760
Number of head of household returns 240
Number of returns with paid preparer's signature 1,270
Number of exemptions 4,080
Number of dependents 1,070
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 200
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $139,537,000
Number of returns with total income 2,260
Salaries and wages amount $141,521,000
Number of returns with salaries and wages 1,820
Salaries and wages amount $102,068
Number of returns with taxable interest 970
Taxable interest amount $824
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,895,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,265
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $261
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $4,970,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $1,447,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $5,433,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $14,214,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $732,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $7,586,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,134,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,984,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $233,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $291,000
Number of returns with IRA payments 80
IRA payments amount $377,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $441,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $94,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 890
Total itemized deductions amount $16,171,000
Amount of AGI for itemized returns $55,831,000
Number of returns with State and local income taxes 800
State and local income taxes amount $2,315,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $79,000
Number of returns with real estate taxes 750
Real estate taxes amount $3,385,000
Number of returns with taxes paid 890
Taxes paid amount $6,090,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $4,226,000
Number of returns with contributions 690
Contributions amount $1,449,000
Number of returns with taxable income 2,240
Taxable income amount $94,728,000
Number of returns with income tax before credits 2,230
Income tax before credits amount $13,783,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $987,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $239,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 450
Child tax credit amount $640,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 250
Self-employment tax amount $788,000
Number of returns with total tax payments 2,220
Total tax payments amount $17,292,000
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 50
Additional child tax credit amount $65,000
Number of returns with refundable education credit 130
Refundable education credit amount $124,000
Number of returns with income tax 2,180
Income tax amount [10] $12,796,000
Number of returns with tax liability 2,190
Total tax liability amount [11] $13,636,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,219,000
Number of returns with overpayments refunded 1,670
Overpayments refunded amount [13] $4,685,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $143,000

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

Number of returns 1,770
Number of single returns 590
Number of joint returns 1,000
Number of head of household returns 140
Number of returns with paid preparer's signature 1,070
Number of exemptions 3,880
Number of dependents 1,110
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] 100
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $153,177,000
Number of returns with total income 1,770
Salaries and wages amount $154,802,000
Number of returns with salaries and wages 1,500
Salaries and wages amount $113,735
Number of returns with taxable interest 860
Taxable interest amount $1,109
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,717,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,295
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $327
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $4,275,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $2,149,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $6,659,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $13,548,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $774,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $7,976,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $1,132,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,625,000
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 50
Self-employment health insurance deduction amount $355,000
Number of returns with IRA payments 50
IRA payments amount $300,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $187,000
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 890
Total itemized deductions amount $18,096,000
Amount of AGI for itemized returns $77,587,000
Number of returns with State and local income taxes 850
State and local income taxes amount $3,434,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 790
Real estate taxes amount $3,650,000
Number of returns with taxes paid 890
Taxes paid amount $7,369,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $5,172,000
Number of returns with contributions 710
Contributions amount $1,655,000
Number of returns with taxable income 1,760
Taxable income amount $110,140,000
Number of returns with income tax before credits 1,750
Income tax before credits amount $16,981,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $1,118,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $219,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 480
Child tax credit amount $725,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 220
Self-employment tax amount $680,000
Number of returns with total tax payments 1,750
Total tax payments amount $19,655,000
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 110
Refundable education credit amount $110,000
Number of returns with income tax 1,740
Income tax amount [10] $15,862,000
Number of returns with tax liability 1,750
Total tax liability amount [11] $16,612,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $1,226,000
Number of returns with overpayments refunded 1,270
Overpayments refunded amount [13] $4,086,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $136,000

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

Number of returns 4,190
Number of single returns 530
Number of joint returns 3,420
Number of head of household returns 190
Number of returns with paid preparer's signature 2,370
Number of exemptions 11,980
Number of dependents 4,380
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] 160
Number of elderly returns [4] 1,060
Adjust gross income (AGI) [5] $593,430,000
Number of returns with total income 4,190
Salaries and wages amount $600,310,000
Number of returns with salaries and wages 3,830
Salaries and wages amount $482,419
Number of returns with taxable interest 2,590
Taxable interest amount $2,273
Number of returns with ordinary dividends 1,810
Ordinary dividends amount $8,266,000
Number of returns with qualified dividends 1,690
Qualified dividends amount [6] $6,189
Number of returns with state and local income tax refunds 2,100
State and local income tax refunds amount $1,417
Number of returns with business or professional net income (less loss) 740
Business or professional net income (less loss) amount $15,260,000
Number of returns with net capital gain (less loss) 1,660
Net capital gain (less loss) amount $12,291,000
Number of returns with taxable individual retirement arrangements distributions 630
Taxable individual retirement arrangements distributions amount $16,748,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $31,109,000
Number of farm returns 0
Number of returns with unemployment compensation 250
Unemployment compensation amount [7] $2,327,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $15,789,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $9,197,000
Number of returns with total statutory adjustments 1,410
Total statutory adjustments amount $6,880,000
Number of returns with educator expenses 290
Educator expenses amount $78,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,410,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,424,000
Number of returns with IRA payments 180
IRA payments amount $1,010,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $437,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $183,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,380
Total itemized deductions amount $84,524,000
Amount of AGI for itemized returns $491,213,000
Number of returns with State and local income taxes 3,330
State and local income taxes amount $23,327,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $68,000
Number of returns with real estate taxes 3,160
Real estate taxes amount $18,366,000
Number of returns with taxes paid 3,380
Taxes paid amount $43,082,000
Number of returns with mortgage interest paid 2,820
Mortgage interest paid amount $25,661,000
Number of returns with contributions 2,910
Contributions amount $7,015,000
Number of returns with taxable income 4,180
Taxable income amount $450,873,000
Number of returns with income tax before credits 4,180
Income tax before credits amount $79,319,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $258,000
Number of returns with total tax credits 2,060
Total tax credits amount $2,348,000
Number of returns with foreign tax credit 620
Foreign tax credit amount $166,000
Number of returns with child and dependent care credit 490
Child and dependent care credit amount $279,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $686,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 840
Child tax credit amount $950,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $76,000
Number of returns with self-employment tax 590
Self-employment tax amount $2,496,000
Number of returns with total tax payments 4,170
Total tax payments amount $87,236,000
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 410
Refundable education credit amount $421,000
Number of returns with income tax 4,170
Income tax amount [10] $76,972,000
Number of returns with tax liability 4,170
Total tax liability amount [11] $79,759,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,340
Tax due at time of filing amount [12] $5,705,000
Number of returns with overpayments refunded 2,720
Overpayments refunded amount [13] $12,268,000
Number of returns with credit to next year’s estimated tax 160
Credited to next year’s estimated tax amount $812,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,640
Number of single returns 150
Number of joint returns 2,410
Number of head of household returns 70
Number of returns with paid preparer's signature 1,680
Number of exemptions 8,520
Number of dependents 3,470
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] 30
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $1,072,498,000
Number of returns with total income 2,640
Salaries and wages amount $1,091,682,000
Number of returns with salaries and wages 2,510
Salaries and wages amount $733,528
Number of returns with taxable interest 2,130
Taxable interest amount $8,119
Number of returns with ordinary dividends 1,800
Ordinary dividends amount $21,337,000
Number of returns with qualified dividends 1,720
Qualified dividends amount [6] $15,737
Number of returns with state and local income tax refunds 1,170
State and local income tax refunds amount $4,884
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $34,222,000
Number of returns with net capital gain (less loss) 1,770
Net capital gain (less loss) amount $93,633,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $12,827,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $15,171,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $1,437,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $7,200,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $129,978,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $19,184,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 180
Self-employment retirement plans amount $4,847,000
Number of returns with self-employment health insurance deduction 180
Self-employment health insurance deduction amount $2,500,000
Number of returns with IRA payments 30
IRA payments amount $278,000
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 60
Domestic production activities deduction amount $1,931,000
Number of returns with itemized deductions 2,590
Total itemized deductions amount $123,362,000
Amount of AGI for itemized returns $1,052,079,000
Number of returns with State and local income taxes 2,570
State and local income taxes amount $61,786,000
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 2,500
Real estate taxes amount $21,433,000
Number of returns with taxes paid 2,590
Taxes paid amount $84,688,000
Number of returns with mortgage interest paid 2,120
Mortgage interest paid amount $24,802,000
Number of returns with contributions 2,340
Contributions amount $16,953,000
Number of returns with taxable income 2,640
Taxable income amount $924,026,000
Number of returns with income tax before credits 2,640
Income tax before credits amount $249,492,000
Number of returns with alternative minimum tax 1,710
Alternative minimum tax amount $8,562,000
Number of returns with total tax credits 1,290
Total tax credits amount $2,106,000
Number of returns with foreign tax credit 860
Foreign tax credit amount $610,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $242,000
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 100
Residential energy tax credit amount $103,000
Number of returns with self-employment tax 530
Self-employment tax amount $5,165,000
Number of returns with total tax payments 2,630
Total tax payments amount $260,570,000
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 2,640
Income tax amount [10] $247,386,000
Number of returns with tax liability 2,640
Total tax liability amount [11] $259,125,000
Number of returns with net investment income tax 1,480
Net investment income tax $3,346,000
Number of returns with tax due at time of filing 1,430
Tax due at time of filing amount [12] $27,556,000
Number of returns with overpayments refunded 980
Overpayments refunded amount [13] $8,010,000
Number of returns with credit to next year’s estimated tax 270
Credited to next year’s estimated tax amount $20,748,000

[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.