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ZIP Code Database - Facts & Stats

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ZIP Code 01824 Income Tax Stats

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

ZIP Code 01824 Data

Zip Code:01824
City:Chelmsford
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Chelmsford
Area Code:978 / 781
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


01824 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01824 [1] 13,460
Total Number of Single Tax Returns for ZIP Code 01824 4,770
Total Number of Joint Tax Returns for ZIP Code 01824 6,110
Total Number of Dependents for ZIP Code 01824 7,370
Total Adjusted Gross Income for ZIP Code 01824 $1,696,352,000
Average Income per Person for ZIP Code 01824 $68,097
Average Income per Household for ZIP Code 01824 $126,029

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 3,320
Number of single returns 2,850
Number of joint returns 260
Number of head of household returns 160
Number of returns with paid preparer's signature 1,320
Number of exemptions 2,550
Number of dependents 390
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 770
Adjust gross income (AGI) [5] $34,222,000
Number of returns with total income 3,320
Salaries and wages amount $34,914,000
Number of returns with salaries and wages 2,470
Salaries and wages amount $24,365
Number of returns with taxable interest 1,040
Taxable interest amount $467
Number of returns with ordinary dividends 530
Ordinary dividends amount $769,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $492
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $59
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,042,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $297,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $2,048,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $3,959,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $427,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $448,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($3,000)
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $692,000
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 $168,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $151,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $88,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $5,796,000
Amount of AGI for itemized returns $4,634,000
Number of returns with State and local income taxes 150
State and local income taxes amount $181,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $72,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,730,000
Number of returns with taxes paid 340
Taxes paid amount $2,047,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $865,000
Number of returns with contributions 220
Contributions amount $223,000
Number of returns with taxable income 1,510
Taxable income amount $8,964,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $945,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $117,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $73,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 30
Child tax credit amount $13,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 290
Self-employment tax amount $323,000
Number of returns with total tax payments 2,840
Total tax payments amount $3,824,000
Number of returns with earned income credit 460
Earned income credit amount [8] $778,000
Number of returns with excess earned income credit 370
Excess earned income credit (refundable) amount [9] $670,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $178,000
Number of returns with refundable education credit 100
Refundable education credit amount $85,000
Number of returns with income tax 1,300
Income tax amount [10] $829,000
Number of returns with tax liability 1,530
Total tax liability amount [11] $1,181,000
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] $211,000
Number of returns with overpayments refunded 2,630
Overpayments refunded amount [13] $2,790,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $20,000

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

Number of returns 2,020
Number of single returns 1,420
Number of joint returns 330
Number of head of household returns 230
Number of returns with paid preparer's signature 980
Number of exemptions 2,840
Number of dependents 540
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 200
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $74,622,000
Number of returns with total income 2,020
Salaries and wages amount $76,092,000
Number of returns with salaries and wages 1,530
Salaries and wages amount $52,643
Number of returns with taxable interest 750
Taxable interest amount $601
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,428,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $1,072
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $139
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $4,099,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $847,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,523,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $8,583,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $646,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,421,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($25,000)
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,470,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
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 $304,000
Number of returns with IRA payments 50
IRA payments amount $253,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $411,000
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 530
Total itemized deductions amount $9,351,000
Amount of AGI for itemized returns $20,114,000
Number of returns with State and local income taxes 410
State and local income taxes amount $731,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $66,000
Number of returns with real estate taxes 430
Real estate taxes amount $2,993,000
Number of returns with taxes paid 520
Taxes paid amount $3,920,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,626,000
Number of returns with contributions 420
Contributions amount $680,000
Number of returns with taxable income 1,950
Taxable income amount $43,152,000
Number of returns with income tax before credits 1,910
Income tax before credits amount $5,431,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $433,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $176,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 200
Child tax credit amount $188,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $628,000
Number of returns with total tax payments 1,940
Total tax payments amount $8,498,000
Number of returns with earned income credit 200
Earned income credit amount [8] $383,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $291,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $151,000
Number of returns with refundable education credit 80
Refundable education credit amount $72,000
Number of returns with income tax 1,770
Income tax amount [10] $4,999,000
Number of returns with tax liability 1,820
Total tax liability amount [11] $5,684,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $699,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $3,417,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $56,000

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

Number of returns 1,670
Number of single returns 980
Number of joint returns 470
Number of head of household returns 160
Number of returns with paid preparer's signature 880
Number of exemptions 2,710
Number of dependents 570
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] 140
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $103,567,000
Number of returns with total income 1,670
Salaries and wages amount $105,253,000
Number of returns with salaries and wages 1,250
Salaries and wages amount $68,325
Number of returns with taxable interest 850
Taxable interest amount $764
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,796,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $1,236
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $204
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $4,363,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,510,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $5,505,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $12,854,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $626,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $7,504,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $872,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,686,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $450,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $393,000
Number of returns with IRA payments 50
IRA payments amount $281,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $308,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $15,990,000
Amount of AGI for itemized returns $52,227,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,116,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $66,000
Number of returns with real estate taxes 740
Real estate taxes amount $4,742,000
Number of returns with taxes paid 830
Taxes paid amount $7,123,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,634,000
Number of returns with contributions 650
Contributions amount $1,200,000
Number of returns with taxable income 1,650
Taxable income amount $69,874,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $10,167,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $519,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 230
Child tax credit amount $328,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 200
Self-employment tax amount $705,000
Number of returns with total tax payments 1,620
Total tax payments amount $13,076,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $52,000
Number of returns with refundable education credit 70
Refundable education credit amount $73,000
Number of returns with income tax 1,590
Income tax amount [10] $9,648,000
Number of returns with tax liability 1,610
Total tax liability amount [11] $10,396,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,073,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $3,587,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $131,000

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

Number of returns 1,380
Number of single returns 540
Number of joint returns 700
Number of head of household returns 120
Number of returns with paid preparer's signature 750
Number of exemptions 2,820
Number of dependents 740
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $120,301,000
Number of returns with total income 1,380
Salaries and wages amount $121,776,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $86,428
Number of returns with taxable interest 840
Taxable interest amount $801
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,913,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $1,344
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $319
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $4,175,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $2,050,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $5,283,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $12,428,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $558,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $7,040,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $425,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,475,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
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 $283,000
Number of returns with IRA payments 50
IRA payments amount $276,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $144,000
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 900
Total itemized deductions amount $19,595,000
Amount of AGI for itemized returns $79,025,000
Number of returns with State and local income taxes 830
State and local income taxes amount $3,324,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $73,000
Number of returns with real estate taxes 860
Real estate taxes amount $5,789,000
Number of returns with taxes paid 900
Taxes paid amount $9,461,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $5,319,000
Number of returns with contributions 750
Contributions amount $1,382,000
Number of returns with taxable income 1,380
Taxable income amount $84,794,000
Number of returns with income tax before credits 1,370
Income tax before credits amount $13,187,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $718,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $10,000
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 110
Nonrefundable education credit amount $149,000
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 $467,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 180
Self-employment tax amount $671,000
Number of returns with total tax payments 1,370
Total tax payments amount $16,029,000
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 80
Refundable education credit amount $76,000
Number of returns with income tax 1,370
Income tax amount [10] $12,469,000
Number of returns with tax liability 1,370
Total tax liability amount [11] $13,209,000
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] $905,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $3,604,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $111,000

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

Number of returns 3,510
Number of single returns 450
Number of joint returns 2,920
Number of head of household returns 110
Number of returns with paid preparer's signature 1,800
Number of exemptions 9,820
Number of dependents 3,380
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 1,000
Adjust gross income (AGI) [5] $501,046,000
Number of returns with total income 3,510
Salaries and wages amount $506,179,000
Number of returns with salaries and wages 3,180
Salaries and wages amount $401,357
Number of returns with taxable interest 2,390
Taxable interest amount $2,198
Number of returns with ordinary dividends 1,610
Ordinary dividends amount $6,368,000
Number of returns with qualified dividends 1,510
Qualified dividends amount [6] $4,582
Number of returns with state and local income tax refunds 1,880
State and local income tax refunds amount $1,133
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $13,612,000
Number of returns with net capital gain (less loss) 1,400
Net capital gain (less loss) amount $10,382,000
Number of returns with taxable individual retirement arrangements distributions 650
Taxable individual retirement arrangements distributions amount $16,765,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $30,611,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $1,724,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $14,844,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $4,377,000
Number of returns with total statutory adjustments 1,240
Total statutory adjustments amount $5,133,000
Number of returns with educator expenses 250
Educator expenses amount $64,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $854,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,065,000
Number of returns with IRA payments 140
IRA payments amount $814,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $450,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $156,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,100
Total itemized deductions amount $80,245,000
Amount of AGI for itemized returns $448,578,000
Number of returns with State and local income taxes 3,040
State and local income taxes amount $20,831,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $65,000
Number of returns with real estate taxes 3,000
Real estate taxes amount $22,867,000
Number of returns with taxes paid 3,100
Taxes paid amount $45,018,000
Number of returns with mortgage interest paid 2,600
Mortgage interest paid amount $23,212,000
Number of returns with contributions 2,670
Contributions amount $6,829,000
Number of returns with taxable income 3,510
Taxable income amount $376,012,000
Number of returns with income tax before credits 3,510
Income tax before credits amount $65,685,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $189,000
Number of returns with total tax credits 1,700
Total tax credits amount $1,813,000
Number of returns with foreign tax credit 550
Foreign tax credit amount $83,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $233,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $500,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 640
Child tax credit amount $748,000
Number of returns with residential energy tax credit 150
Residential energy tax credit amount $149,000
Number of returns with self-employment tax 520
Self-employment tax amount $2,147,000
Number of returns with total tax payments 3,500
Total tax payments amount $72,969,000
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 300
Refundable education credit amount $309,000
Number of returns with income tax 3,500
Income tax amount [10] $63,872,000
Number of returns with tax liability 3,510
Total tax liability amount [11] $66,305,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,100
Tax due at time of filing amount [12] $4,517,000
Number of returns with overpayments refunded 2,320
Overpayments refunded amount [13] $10,544,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $589,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,560
Number of single returns 90
Number of joint returns 1,430
Number of head of household returns 30
Number of returns with paid preparer's signature 880
Number of exemptions 4,740
Number of dependents 1,750
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] 390
Adjust gross income (AGI) [5] $862,594,000
Number of returns with total income 1,560
Salaries and wages amount $868,616,000
Number of returns with salaries and wages 1,460
Salaries and wages amount $376,906
Number of returns with taxable interest 1,300
Taxable interest amount $7,406
Number of returns with ordinary dividends 1,080
Ordinary dividends amount $12,543,000
Number of returns with qualified dividends 1,020
Qualified dividends amount [6] $8,975
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $1,328
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $19,797,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $36,114,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $9,180,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $13,779,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $483,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $5,057,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $32,809,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $6,022,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $2,025,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $1,212,000
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 60
Domestic production activities deduction amount $847,000
Number of returns with itemized deductions 1,540
Total itemized deductions amount $69,809,000
Amount of AGI for itemized returns $855,049,000
Number of returns with State and local income taxes 1,530
State and local income taxes amount $42,131,000
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 1,490
Real estate taxes amount $15,183,000
Number of returns with taxes paid 1,540
Taxes paid amount $58,169,000
Number of returns with mortgage interest paid 1,220
Mortgage interest paid amount $12,254,000
Number of returns with contributions 1,400
Contributions amount $7,197,000
Number of returns with taxable income 1,560
Taxable income amount $777,386,000
Number of returns with income tax before credits 1,560
Income tax before credits amount $244,500,000
Number of returns with alternative minimum tax 1,000
Alternative minimum tax amount $4,377,000
Number of returns with total tax credits 700
Total tax credits amount $1,895,000
Number of returns with foreign tax credit 450
Foreign tax credit amount $584,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $100,000
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 70
Residential energy tax credit amount $157,000
Number of returns with self-employment tax 270
Self-employment tax amount $2,314,000
Number of returns with total tax payments 1,560
Total tax payments amount $243,124,000
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 1,560
Income tax amount [10] $242,605,000
Number of returns with tax liability 1,560
Total tax liability amount [11] $247,993,000
Number of returns with net investment income tax 790
Net investment income tax $1,855,000
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $13,358,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $4,347,000
Number of returns with credit to next year’s estimated tax 140
Credited to next year’s estimated tax amount $4,011,000

[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.