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ZIP Code Database - Facts & Stats

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ZIP Code 01564 Income Tax Stats

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

ZIP Code 01564 Data

Zip Code:01564
City:Sterling
State:MA [Massachusetts]
Counties: WORCESTER, MA
City Alias(es):Sterling
Area Code:978
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





01564 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01564 [1] 4,190
Total Number of Single Tax Returns for ZIP Code 01564 1,550
Total Number of Joint Tax Returns for ZIP Code 01564 1,890
Total Number of Dependents for ZIP Code 01564 2,170
Total Adjusted Gross Income for ZIP Code 01564 $392,677,000
Average Income per Person for ZIP Code 01564 $50,292
Average Income per Household for ZIP Code 01564 $93,718

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 1,120
Number of single returns 950
Number of joint returns 100
Number of head of household returns 60
Number of returns with paid preparer's signature 510
Number of exemptions 880
Number of dependents 110
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] 80
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $11,937,000
Number of returns with total income 1,120
Salaries and wages amount $12,216,000
Number of returns with salaries and wages 840
Salaries and wages amount $8,595
Number of returns with taxable interest 320
Taxable interest amount $181
Number of returns with ordinary dividends 170
Ordinary dividends amount $254,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $173
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $17
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $901,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $196,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $591,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $1,430,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $149,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $179,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $279,000
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 $79,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $64,000
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 90
Total itemized deductions amount $1,981,000
Amount of AGI for itemized returns $1,238,000
Number of returns with State and local income taxes 40
State and local income taxes amount $42,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $19,000
Number of returns with real estate taxes 80
Real estate taxes amount $410,000
Number of returns with taxes paid 90
Taxes paid amount $495,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $286,000
Number of returns with contributions 60
Contributions amount $86,000
Number of returns with taxable income 520
Taxable income amount $3,146,000
Number of returns with income tax before credits 500
Income tax before credits amount $328,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $38,000
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 $28,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
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 110
Self-employment tax amount $148,000
Number of returns with total tax payments 960
Total tax payments amount $1,366,000
Number of returns with earned income credit 170
Earned income credit amount [8] $263,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $228,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $59,000
Number of returns with refundable education credit 40
Refundable education credit amount $32,000
Number of returns with income tax 460
Income tax amount [10] $290,000
Number of returns with tax liability 530
Total tax liability amount [11] $444,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $82,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $985,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $53,000

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

Number of returns 670
Number of single returns 470
Number of joint returns 130
Number of head of household returns 60
Number of returns with paid preparer's signature 310
Number of exemptions 980
Number of dependents 190
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] 180
Adjust gross income (AGI) [5] $24,962,000
Number of returns with total income 670
Salaries and wages amount $25,534,000
Number of returns with salaries and wages 540
Salaries and wages amount $18,403
Number of returns with taxable interest 240
Taxable interest amount $114
Number of returns with ordinary dividends 110
Ordinary dividends amount $226,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $157
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,321,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $223,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,225,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,268,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $454,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $967,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $87,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $572,000
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 40
Self-employment health insurance deduction amount $197,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $141,000
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 170
Total itemized deductions amount $2,661,000
Amount of AGI for itemized returns $6,355,000
Number of returns with State and local income taxes 140
State and local income taxes amount $265,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $19,000
Number of returns with real estate taxes 150
Real estate taxes amount $738,000
Number of returns with taxes paid 170
Taxes paid amount $1,058,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $717,000
Number of returns with contributions 120
Contributions amount $205,000
Number of returns with taxable income 640
Taxable income amount $14,592,000
Number of returns with income tax before credits 640
Income tax before credits amount $1,871,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $130,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $42,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 70
Child tax credit amount $69,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $221,000
Number of returns with total tax payments 650
Total tax payments amount $2,937,000
Number of returns with earned income credit 70
Earned income credit amount [8] $141,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $91,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $80,000
Number of returns with refundable education credit 30
Refundable education credit amount $27,000
Number of returns with income tax 600
Income tax amount [10] $1,741,000
Number of returns with tax liability 620
Total tax liability amount [11] $2,002,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $204,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $1,094,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 550
Number of single returns 300
Number of joint returns 180
Number of head of household returns 50
Number of returns with paid preparer's signature 320
Number of exemptions 960
Number of dependents 230
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $33,948,000
Number of returns with total income 550
Salaries and wages amount $34,555,000
Number of returns with salaries and wages 450
Salaries and wages amount $24,528
Number of returns with taxable interest 290
Taxable interest amount $128
Number of returns with ordinary dividends 130
Ordinary dividends amount $499,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $347
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $72
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,199,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $484,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,365,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $3,496,000
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 130
Taxable Social Security benefits amount $1,962,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $347,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $607,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
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 $272,000
Number of returns with IRA payments 40
IRA payments amount $229,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $86,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $4,481,000
Amount of AGI for itemized returns $15,059,000
Number of returns with State and local income taxes 220
State and local income taxes amount $629,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $28,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,136,000
Number of returns with taxes paid 240
Taxes paid amount $1,853,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,096,000
Number of returns with contributions 190
Contributions amount $370,000
Number of returns with taxable income 550
Taxable income amount $22,958,000
Number of returns with income tax before credits 540
Income tax before credits amount $3,318,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $221,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $37,000
Number of returns with retirement savings contribution credit 20
Retirement savings contribution credit amount $4,000
Number of returns with child tax credit 110
Child tax credit amount $156,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $196,000
Number of returns with total tax payments 540
Total tax payments amount $4,212,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $32,000
Number of returns with income tax 530
Income tax amount [10] $3,096,000
Number of returns with tax liability 530
Total tax liability amount [11] $3,351,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $302,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $1,143,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $83,000

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

Number of returns 430
Number of single returns 110
Number of joint returns 270
Number of head of household returns 40
Number of returns with paid preparer's signature 260
Number of exemptions 970
Number of dependents 280
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] 160
Adjust gross income (AGI) [5] $37,357,000
Number of returns with total income 430
Salaries and wages amount $37,886,000
Number of returns with salaries and wages 370
Salaries and wages amount $27,131
Number of returns with taxable interest 260
Taxable interest amount $186
Number of returns with ordinary dividends 140
Ordinary dividends amount $393,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $283
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $108
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,223,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $458,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,852,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,522,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $233,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,355,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $333,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $529,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $48,000
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 290
Total itemized deductions amount $6,092,000
Amount of AGI for itemized returns $25,364,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,145,000
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 270
Real estate taxes amount $1,502,000
Number of returns with taxes paid 290
Taxes paid amount $2,759,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,750,000
Number of returns with contributions 230
Contributions amount $519,000
Number of returns with taxable income 430
Taxable income amount $25,810,000
Number of returns with income tax before credits 430
Income tax before credits amount $3,855,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $277,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $35,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $193,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $242,000
Number of returns with total tax payments 420
Total tax payments amount $4,726,000
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 420
Income tax amount [10] $3,579,000
Number of returns with tax liability 420
Total tax liability amount [11] $3,858,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $288,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [13] $1,108,000
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 1,010
Number of single returns 120
Number of joint returns 840
Number of head of household returns 50
Number of returns with paid preparer's signature 620
Number of exemptions 2,770
Number of dependents 910
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] 60
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $140,987,000
Number of returns with total income 1,010
Salaries and wages amount $142,866,000
Number of returns with salaries and wages 930
Salaries and wages amount $111,092
Number of returns with taxable interest 730
Taxable interest amount $520
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,938,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,408
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $354
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $3,951,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $2,627,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $4,715,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $9,716,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $345,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $4,234,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $2,680,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,879,000
Number of returns with educator expenses 90
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $366,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $453,000
Number of returns with IRA payments 50
IRA payments amount $268,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $120,000
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 880
Total itemized deductions amount $21,876,000
Amount of AGI for itemized returns $124,394,000
Number of returns with State and local income taxes 870
State and local income taxes amount $5,843,000
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 850
Real estate taxes amount $5,471,000
Number of returns with taxes paid 880
Taxes paid amount $11,708,000
Number of returns with mortgage interest paid 740
Mortgage interest paid amount $6,137,000
Number of returns with contributions 760
Contributions amount $1,890,000
Number of returns with taxable income 1,010
Taxable income amount $106,233,000
Number of returns with income tax before credits 1,000
Income tax before credits amount $18,419,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $76,000
Number of returns with total tax credits 450
Total tax credits amount $569,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $48,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $162,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $238,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $65,000
Number of returns with self-employment tax 170
Self-employment tax amount $690,000
Number of returns with total tax payments 1,010
Total tax payments amount $20,589,000
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 $100,000
Number of returns with income tax 1,000
Income tax amount [10] $17,850,000
Number of returns with tax liability 1,000
Total tax liability amount [11] $18,629,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $1,120,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $2,898,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $165,000

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 280
Number of exemptions 1,240
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] 0
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $143,486,000
Number of returns with total income 410
Salaries and wages amount $145,364,000
Number of returns with salaries and wages 390
Salaries and wages amount $104,815
Number of returns with taxable interest 350
Taxable interest amount $731
Number of returns with ordinary dividends 260
Ordinary dividends amount $3,751,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $2,977
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $227
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $4,508,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $11,412,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,781,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $2,919,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $233,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,409,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $10,421,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $1,878,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $460,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $504,000
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 40
Domestic production activities deduction amount $512,000
Number of returns with itemized deductions 400
Total itemized deductions amount $16,161,000
Amount of AGI for itemized returns $139,475,000
Number of returns with State and local income taxes 400
State and local income taxes amount $7,162,000
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 $3,578,000
Number of returns with taxes paid 400
Taxes paid amount $10,971,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,414,000
Number of returns with contributions 370
Contributions amount $2,097,000
Number of returns with taxable income 410
Taxable income amount $123,385,000
Number of returns with income tax before credits 410
Income tax before credits amount $31,400,000
Number of returns with alternative minimum tax 260
Alternative minimum tax amount $1,288,000
Number of returns with total tax credits 160
Total tax credits amount $308,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $546,000
Number of returns with total tax payments 410
Total tax payments amount $29,389,000
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] $31,092,000
Number of returns with tax liability 410
Total tax liability amount [11] $32,444,000
Number of returns with net investment income tax 210
Net investment income tax $450,000
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $4,549,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $959,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $493,000

[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.