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ZIP Code Database - Facts & Stats

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ZIP Code 01746 Income Tax Stats

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

ZIP Code 01746 Data

Zip Code:01746
City:Holliston
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Holliston
Area Code:508 / 774
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





01746 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01746 [1] 7,070
Total Number of Single Tax Returns for ZIP Code 01746 2,440
Total Number of Joint Tax Returns for ZIP Code 01746 3,580
Total Number of Dependents for ZIP Code 01746 4,770
Total Adjusted Gross Income for ZIP Code 01746 $942,989,000
Average Income per Person for ZIP Code 01746 $69,609
Average Income per Household for ZIP Code 01746 $133,379

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 1,750
Number of single returns 1,530
Number of joint returns 130
Number of head of household returns 70
Number of returns with paid preparer's signature 780
Number of exemptions 1,220
Number of dependents 170
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] 80
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $17,258,000
Number of returns with total income 1,750
Salaries and wages amount $17,816,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $12,150
Number of returns with taxable interest 420
Taxable interest amount $225
Number of returns with ordinary dividends 300
Ordinary dividends amount $405,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $278
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $45
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,585,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $303,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,038,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $1,657,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $141,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $256,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($15,000)
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $558,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $172,000
Number of returns with IRA payments 30
IRA payments amount $123,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $89,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,985,000
Amount of AGI for itemized returns $2,820,000
Number of returns with State and local income taxes 110
State and local income taxes amount $176,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $37,000
Number of returns with real estate taxes 170
Real estate taxes amount $1,145,000
Number of returns with taxes paid 200
Taxes paid amount $1,391,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $553,000
Number of returns with contributions 130
Contributions amount $174,000
Number of returns with taxable income 770
Taxable income amount $4,422,000
Number of returns with income tax before credits 740
Income tax before credits amount $468,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $51,000
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 50
Nonrefundable education credit amount $33,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $9,000
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 190
Self-employment tax amount $265,000
Number of returns with total tax payments 1,460
Total tax payments amount $1,758,000
Number of returns with earned income credit 210
Earned income credit amount [8] $292,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $231,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $77,000
Number of returns with refundable education credit 60
Refundable education credit amount $51,000
Number of returns with income tax 670
Income tax amount [10] $416,000
Number of returns with tax liability 800
Total tax liability amount [11] $698,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $208,000
Number of returns with overpayments refunded 1,340
Overpayments refunded amount [13] $1,248,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $40,000

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

Number of returns 910
Number of single returns 640
Number of joint returns 150
Number of head of household returns 90
Number of returns with paid preparer's signature 470
Number of exemptions 1,290
Number of dependents 260
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] 90
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $34,017,000
Number of returns with total income 910
Salaries and wages amount $34,803,000
Number of returns with salaries and wages 720
Salaries and wages amount $24,919
Number of returns with taxable interest 310
Taxable interest amount $303
Number of returns with ordinary dividends 190
Ordinary dividends amount $609,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $413
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $72
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $2,295,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $490,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,341,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $2,946,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $309,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $1,442,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $229,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $786,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $204,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $211,000
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 260
Total itemized deductions amount $5,081,000
Amount of AGI for itemized returns $10,238,000
Number of returns with State and local income taxes 200
State and local income taxes amount $428,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $36,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,508,000
Number of returns with taxes paid 260
Taxes paid amount $2,067,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $950,000
Number of returns with contributions 200
Contributions amount $290,000
Number of returns with taxable income 870
Taxable income amount $19,585,000
Number of returns with income tax before credits 860
Income tax before credits amount $2,467,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $210,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $94,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 110
Child tax credit amount $97,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $349,000
Number of returns with total tax payments 870
Total tax payments amount $3,799,000
Number of returns with earned income credit 80
Earned income credit amount [8] $142,000
Number of returns with excess earned income credit 60
Excess earned income credit (refundable) amount [9] $103,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $74,000
Number of returns with refundable education credit 40
Refundable education credit amount $41,000
Number of returns with income tax 790
Income tax amount [10] $2,258,000
Number of returns with tax liability 820
Total tax liability amount [11] $2,628,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $311,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [13] $1,430,000
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 750
Number of single returns 410
Number of joint returns 260
Number of head of household returns 70
Number of returns with paid preparer's signature 410
Number of exemptions 1,290
Number of dependents 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] 40
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $46,459,000
Number of returns with total income 750
Salaries and wages amount $47,548,000
Number of returns with salaries and wages 590
Salaries and wages amount $31,156
Number of returns with taxable interest 350
Taxable interest amount $347
Number of returns with ordinary dividends 220
Ordinary dividends amount $969,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $698
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $120
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,326,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $579,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,389,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $4,874,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $345,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,341,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $884,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $1,089,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $234,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $278,000
Number of returns with IRA payments 40
IRA payments amount $155,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $145,000
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 380
Total itemized deductions amount $8,294,000
Amount of AGI for itemized returns $23,770,000
Number of returns with State and local income taxes 340
State and local income taxes amount $995,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $29,000
Number of returns with real estate taxes 350
Real estate taxes amount $2,540,000
Number of returns with taxes paid 380
Taxes paid amount $3,652,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,886,000
Number of returns with contributions 310
Contributions amount $502,000
Number of returns with taxable income 740
Taxable income amount $30,254,000
Number of returns with income tax before credits 730
Income tax before credits amount $4,344,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $266,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 120
Child tax credit amount $155,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 120
Self-employment tax amount $434,000
Number of returns with total tax payments 720
Total tax payments amount $5,447,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $40,000
Number of returns with refundable education credit 40
Refundable education credit amount $43,000
Number of returns with income tax 710
Income tax amount [10] $4,078,000
Number of returns with tax liability 720
Total tax liability amount [11] $4,539,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $544,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $1,392,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 650
Number of single returns 200
Number of joint returns 370
Number of head of household returns 60
Number of returns with paid preparer's signature 390
Number of exemptions 1,460
Number of dependents 430
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $56,622,000
Number of returns with total income 650
Salaries and wages amount $57,843,000
Number of returns with salaries and wages 530
Salaries and wages amount $37,990
Number of returns with taxable interest 370
Taxable interest amount $372
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,087,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $757
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $180
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $3,501,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,120,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,915,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $5,451,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $197,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,749,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,089,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $1,221,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $357,000
Number of returns with IRA payments 20
IRA payments amount $114,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $91,000
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 470
Total itemized deductions amount $10,207,000
Amount of AGI for itemized returns $40,749,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,774,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $22,000
Number of returns with real estate taxes 440
Real estate taxes amount $3,285,000
Number of returns with taxes paid 470
Taxes paid amount $5,215,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,744,000
Number of returns with contributions 380
Contributions amount $704,000
Number of returns with taxable income 650
Taxable income amount $38,573,000
Number of returns with income tax before credits 640
Income tax before credits amount $5,784,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $430,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $85,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $271,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $581,000
Number of returns with total tax payments 640
Total tax payments amount $6,986,000
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 50
Refundable education credit amount $48,000
Number of returns with income tax 630
Income tax amount [10] $5,354,000
Number of returns with tax liability 640
Total tax liability amount [11] $5,945,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $608,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $1,519,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $112,000

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

Number of returns 1,770
Number of single returns 200
Number of joint returns 1,490
Number of head of household returns 70
Number of returns with paid preparer's signature 940
Number of exemptions 5,080
Number of dependents 1,820
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] 590
Adjust gross income (AGI) [5] $255,517,000
Number of returns with total income 1,770
Salaries and wages amount $258,993,000
Number of returns with salaries and wages 1,600
Salaries and wages amount $197,800
Number of returns with taxable interest 1,160
Taxable interest amount $1,066
Number of returns with ordinary dividends 850
Ordinary dividends amount $4,038,000
Number of returns with qualified dividends 800
Qualified dividends amount [6] $3,113
Number of returns with state and local income tax refunds 980
State and local income tax refunds amount $651
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $8,475,000
Number of returns with net capital gain (less loss) 730
Net capital gain (less loss) amount $5,507,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $9,192,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $16,738,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $921,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,310,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $3,988,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $3,476,000
Number of returns with educator expenses 130
Educator expenses amount $36,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $564,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $963,000
Number of returns with IRA payments 100
IRA payments amount $635,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $293,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,630
Total itemized deductions amount $44,536,000
Amount of AGI for itemized returns $236,959,000
Number of returns with State and local income taxes 1,600
State and local income taxes amount $10,881,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $30,000
Number of returns with real estate taxes 1,580
Real estate taxes amount $13,710,000
Number of returns with taxes paid 1,630
Taxes paid amount $25,265,000
Number of returns with mortgage interest paid 1,370
Mortgage interest paid amount $12,651,000
Number of returns with contributions 1,390
Contributions amount $3,254,000
Number of returns with taxable income 1,770
Taxable income amount $188,731,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $32,771,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $139,000
Number of returns with total tax credits 900
Total tax credits amount $1,016,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $149,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $251,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $411,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $120,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,390,000
Number of returns with total tax payments 1,770
Total tax payments amount $36,770,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 140
Refundable education credit amount $158,000
Number of returns with income tax 1,770
Income tax amount [10] $31,754,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $33,319,000
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] $2,229,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $5,220,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $425,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,240
Number of single returns 40
Number of joint returns 1,180
Number of head of household returns 20
Number of returns with paid preparer's signature 800
Number of exemptions 4,220
Number of dependents 1,800
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] 260
Adjust gross income (AGI) [5] $533,116,000
Number of returns with total income 1,240
Salaries and wages amount $539,374,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $363,423
Number of returns with taxable interest 970
Taxable interest amount $2,701
Number of returns with ordinary dividends 810
Ordinary dividends amount $11,956,000
Number of returns with qualified dividends 760
Qualified dividends amount [6] $9,956
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $1,527
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $15,536,000
Number of returns with net capital gain (less loss) 790
Net capital gain (less loss) amount $37,187,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $6,642,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $7,071,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $545,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $3,003,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $54,615,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $6,258,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,976,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,227,000
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 $587,000
Number of returns with itemized deductions 1,230
Total itemized deductions amount $68,496,000
Amount of AGI for itemized returns $526,484,000
Number of returns with State and local income taxes 1,230
State and local income taxes amount $29,444,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,210
Real estate taxes amount $15,075,000
Number of returns with taxes paid 1,230
Taxes paid amount $45,173,000
Number of returns with mortgage interest paid 1,100
Mortgage interest paid amount $14,630,000
Number of returns with contributions 1,120
Contributions amount $11,860,000
Number of returns with taxable income 1,240
Taxable income amount $452,223,000
Number of returns with income tax before credits 1,240
Income tax before credits amount $121,596,000
Number of returns with alternative minimum tax 910
Alternative minimum tax amount $4,681,000
Number of returns with total tax credits 590
Total tax credits amount $1,431,000
Number of returns with foreign tax credit 350
Foreign tax credit amount $313,000
Number of returns with child and dependent care credit 240
Child and dependent care credit amount $139,000
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 50
Residential energy tax credit amount $155,000
Number of returns with self-employment tax 260
Self-employment tax amount $2,650,000
Number of returns with total tax payments 1,240
Total tax payments amount $125,727,000
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 1,240
Income tax amount [10] $120,165,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $126,993,000
Number of returns with net investment income tax 680
Net investment income tax $1,411,000
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $10,783,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $4,004,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $5,407,000

[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.