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ZIP Code Database - Facts & Stats

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ZIP Code 01702 Income Tax Stats

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

ZIP Code 01702 Data

Zip Code:01702
City:Framingham
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Framingham
Area Code:508 / 774 / 978
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


01702 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01702 [1] 15,920
Total Number of Single Tax Returns for ZIP Code 01702 4,320
Total Number of Joint Tax Returns for ZIP Code 01702 4,790
Total Number of Dependents for ZIP Code 01702 8,300
Total Adjusted Gross Income for ZIP Code 01702 $945,994,000
Average Income per Person for ZIP Code 01702 $25,426
Average Income per Household for ZIP Code 01702 $59,422

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 5,890
Number of single returns 4,220
Number of joint returns 660
Number of head of household returns 880
Number of returns with paid preparer's signature 3,290
Number of exemptions 7,750
Number of dependents 2,270
Total number of volunteer prepared returns [5] 280
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 170
Number of volunteer prepared returns with Earned Income Credit 70
Number of refund anticipation check returns [3] 650
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $73,235,000
Number of returns with total income 5,890
Salaries and wages amount $75,007,000
Number of returns with salaries and wages 4,200
Salaries and wages amount $53,487
Number of returns with taxable interest 610
Taxable interest amount $374
Number of returns with ordinary dividends 340
Ordinary dividends amount $606,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $427
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $73
Number of returns with business or professional net income (less loss) 1,580
Business or professional net income (less loss) amount $15,267,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $164,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,568,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $2,926,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $549,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $305,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $299,000
Number of returns with total statutory adjustments 1,660
Total statutory adjustments amount $1,772,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $112,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $149,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $159,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $109,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $4,790,000
Amount of AGI for itemized returns $4,781,000
Number of returns with State and local income taxes 180
State and local income taxes amount $307,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $53,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,026,000
Number of returns with taxes paid 320
Taxes paid amount $1,424,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $937,000
Number of returns with contributions 190
Contributions amount $312,000
Number of returns with taxable income 2,700
Taxable income amount $16,644,000
Number of returns with income tax before credits 2,710
Income tax before credits amount $1,780,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 660
Total tax credits amount $233,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 220
Child tax credit amount $65,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,460
Self-employment tax amount $2,288,000
Number of returns with total tax payments 4,840
Total tax payments amount $10,055,000
Number of returns with earned income credit 1,590
Earned income credit amount [8] $3,669,000
Number of returns with excess earned income credit 1,320
Excess earned income credit (refundable) amount [9] $3,173,000
Number of returns with additional child tax credit 1,070
Additional child tax credit amount $1,294,000
Number of returns with refundable education credit 210
Refundable education credit amount $180,000
Number of returns with income tax 2,270
Income tax amount [10] $1,546,000
Number of returns with tax liability 3,380
Total tax liability amount [11] $3,912,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,300
Tax due at time of filing amount [12] $1,761,000
Number of returns with overpayments refunded 4,260
Overpayments refunded amount [13] $7,829,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $51,000

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

Number of returns 4,060
Number of single returns 2,290
Number of joint returns 920
Number of head of household returns 720
Number of returns with paid preparer's signature 2,390
Number of exemptions 7,260
Number of dependents 2,310
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 70
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 550
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $146,953,000
Number of returns with total income 4,060
Salaries and wages amount $149,283,000
Number of returns with salaries and wages 3,510
Salaries and wages amount $119,651
Number of returns with taxable interest 630
Taxable interest amount $419
Number of returns with ordinary dividends 290
Ordinary dividends amount $664,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $448
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $212
Number of returns with business or professional net income (less loss) 830
Business or professional net income (less loss) amount $15,403,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $515,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,938,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $5,152,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,350,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $2,450,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,141,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $2,330,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
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 $255,000
Number of returns with IRA payments 60
IRA payments amount $209,000
Number of returns with student loan interest deduction 390
Student loan interest deduction amount $486,000
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 660
Total itemized deductions amount $10,260,000
Amount of AGI for itemized returns $25,439,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,029,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $46,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,898,000
Number of returns with taxes paid 660
Taxes paid amount $3,149,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,357,000
Number of returns with contributions 410
Contributions amount $908,000
Number of returns with taxable income 3,940
Taxable income amount $79,690,000
Number of returns with income tax before credits 3,930
Income tax before credits amount $10,132,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,570
Total tax credits amount $1,415,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $108,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $378,000
Number of returns with retirement savings contribution credit 420
Retirement savings contribution credit amount $76,000
Number of returns with child tax credit 930
Child tax credit amount $837,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 720
Self-employment tax amount $2,315,000
Number of returns with total tax payments 3,860
Total tax payments amount $16,740,000
Number of returns with earned income credit 800
Earned income credit amount [8] $1,658,000
Number of returns with excess earned income credit 570
Excess earned income credit (refundable) amount [9] $1,192,000
Number of returns with additional child tax credit 700
Additional child tax credit amount $886,000
Number of returns with refundable education credit 210
Refundable education credit amount $181,000
Number of returns with income tax 3,260
Income tax amount [10] $8,716,000
Number of returns with tax liability 3,540
Total tax liability amount [11] $11,171,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 820
Tax due at time of filing amount [12] $2,288,000
Number of returns with overpayments refunded 3,200
Overpayments refunded amount [13] $7,668,000
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 2,220
Number of single returns 1,140
Number of joint returns 740
Number of head of household returns 240
Number of returns with paid preparer's signature 1,290
Number of exemptions 4,120
Number of dependents 1,170
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $135,557,000
Number of returns with total income 2,220
Salaries and wages amount $137,129,000
Number of returns with salaries and wages 1,950
Salaries and wages amount $109,976
Number of returns with taxable interest 700
Taxable interest amount $530
Number of returns with ordinary dividends 330
Ordinary dividends amount $1,015,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $752
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $233
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $6,833,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $964,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,644,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $7,894,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $747,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $4,553,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,725,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $1,572,000
Number of returns with educator expenses 60
Educator expenses amount $12,000
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 $242,000
Number of returns with IRA payments 50
IRA payments amount $213,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $325,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 790
Total itemized deductions amount $13,476,000
Amount of AGI for itemized returns $49,196,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,092,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $75,000
Number of returns with real estate taxes 590
Real estate taxes amount $2,636,000
Number of returns with taxes paid 790
Taxes paid amount $4,979,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $3,397,000
Number of returns with contributions 560
Contributions amount $1,257,000
Number of returns with taxable income 2,210
Taxable income amount $92,590,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $13,704,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 790
Total tax credits amount $1,127,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $230,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 510
Child tax credit amount $767,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,064,000
Number of returns with total tax payments 2,150
Total tax payments amount $16,239,000
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 60
Additional child tax credit amount $71,000
Number of returns with refundable education credit 130
Refundable education credit amount $126,000
Number of returns with income tax 2,140
Income tax amount [10] $12,576,000
Number of returns with tax liability 2,170
Total tax liability amount [11] $13,718,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [12] $1,791,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $4,131,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $99,000

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

Number of returns 1,300
Number of single returns 560
Number of joint returns 610
Number of head of household returns 90
Number of returns with paid preparer's signature 760
Number of exemptions 2,550
Number of dependents 650
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] 280
Adjust gross income (AGI) [5] $112,130,000
Number of returns with total income 1,300
Salaries and wages amount $113,062,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $92,910
Number of returns with taxable interest 480
Taxable interest amount $340
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,092,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $854
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $204
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $3,216,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,144,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,433,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $5,771,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $530,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,431,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,166,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $932,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $126,000
Number of returns with IRA payments 20
IRA payments amount $108,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $154,000
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 630
Total itemized deductions amount $12,298,000
Amount of AGI for itemized returns $54,409,000
Number of returns with State and local income taxes 600
State and local income taxes amount $2,366,000
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 500
Real estate taxes amount $2,568,000
Number of returns with taxes paid 620
Taxes paid amount $5,144,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $3,370,000
Number of returns with contributions 460
Contributions amount $998,000
Number of returns with taxable income 1,290
Taxable income amount $83,016,000
Number of returns with income tax before credits 1,290
Income tax before credits amount $13,486,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $603,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $41,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $123,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $417,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $550,000
Number of returns with total tax payments 1,280
Total tax payments amount $15,249,000
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 60
Refundable education credit amount $54,000
Number of returns with income tax 1,290
Income tax amount [10] $12,883,000
Number of returns with tax liability 1,290
Total tax liability amount [11] $13,534,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $1,147,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [13] $2,754,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $68,000

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

Number of returns 1,840
Number of single returns 400
Number of joint returns 1,330
Number of head of household returns 90
Number of returns with paid preparer's signature 1,030
Number of exemptions 4,460
Number of dependents 1,290
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] 120
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $249,595,000
Number of returns with total income 1,840
Salaries and wages amount $252,368,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $197,202
Number of returns with taxable interest 1,080
Taxable interest amount $1,290
Number of returns with ordinary dividends 720
Ordinary dividends amount $4,034,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $2,990
Number of returns with state and local income tax refunds 780
State and local income tax refunds amount $511
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $8,956,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $6,257,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $6,506,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $13,274,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $781,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $7,206,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $4,243,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $2,773,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $508,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $540,000
Number of returns with IRA payments 70
IRA payments amount $351,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $267,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,380
Total itemized deductions amount $34,757,000
Amount of AGI for itemized returns $191,911,000
Number of returns with State and local income taxes 1,350
State and local income taxes amount $8,913,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $50,000
Number of returns with real estate taxes 1,240
Real estate taxes amount $7,717,000
Number of returns with taxes paid 1,380
Taxes paid amount $17,108,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $9,428,000
Number of returns with contributions 1,130
Contributions amount $3,119,000
Number of returns with taxable income 1,840
Taxable income amount $191,732,000
Number of returns with income tax before credits 1,830
Income tax before credits amount $33,967,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $118,000
Number of returns with total tax credits 770
Total tax credits amount $906,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $112,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $131,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $238,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 280
Child tax credit amount $327,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $51,000
Number of returns with self-employment tax 290
Self-employment tax amount $1,364,000
Number of returns with total tax payments 1,820
Total tax payments amount $36,712,000
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 130
Refundable education credit amount $142,000
Number of returns with income tax 1,830
Income tax amount [10] $33,061,000
Number of returns with tax liability 1,830
Total tax liability amount [11] $34,690,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $3,041,000
Number of returns with overpayments refunded 1,150
Overpayments refunded amount [13] $4,594,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $428,000

Adjusted Gross Income: $200,000 or more

Number of returns 610
Number of single returns 60
Number of joint returns 530
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,740
Number of dependents 610
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] 170
Adjust gross income (AGI) [5] $228,524,000
Number of returns with total income 610
Salaries and wages amount $232,098,000
Number of returns with salaries and wages 550
Salaries and wages amount $149,436
Number of returns with taxable interest 480
Taxable interest amount $1,651
Number of returns with ordinary dividends 390
Ordinary dividends amount $6,780,000
Number of returns with qualified dividends 380
Qualified dividends amount [6] $5,502
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $576
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $10,730,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $22,770,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $4,414,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $5,255,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $288,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $2,463,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $17,760,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $3,574,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,253,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $678,000
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 580
Total itemized deductions amount $25,780,000
Amount of AGI for itemized returns $219,654,000
Number of returns with State and local income taxes 570
State and local income taxes amount $11,543,000
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 550
Real estate taxes amount $5,112,000
Number of returns with taxes paid 580
Taxes paid amount $17,003,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $5,009,000
Number of returns with contributions 520
Contributions amount $4,063,000
Number of returns with taxable income 610
Taxable income amount $196,887,000
Number of returns with income tax before credits 610
Income tax before credits amount $51,704,000
Number of returns with alternative minimum tax 360
Alternative minimum tax amount $2,304,000
Number of returns with total tax credits 290
Total tax credits amount $553,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $173,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $45,000
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 150
Self-employment tax amount $1,274,000
Number of returns with total tax payments 600
Total tax payments amount $52,389,000
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 610
Income tax amount [10] $51,152,000
Number of returns with tax liability 610
Total tax liability amount [11] $53,845,000
Number of returns with net investment income tax 320
Net investment income tax $835,000
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $6,156,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $1,735,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,907,000

[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.