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ZIP Code Database - Facts & Stats

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ZIP Code 01830 Income Tax Stats

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

ZIP Code 01830 Data

Zip Code:01830
City:Haverhill
State:MA [Massachusetts]
Counties: ESSEX, MA
City Alias(es):Haverhill
Area Code:978
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


01830 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01830 [1] 12,960
Total Number of Single Tax Returns for ZIP Code 01830 3,560
Total Number of Joint Tax Returns for ZIP Code 01830 3,790
Total Number of Dependents for ZIP Code 01830 6,480
Total Adjusted Gross Income for ZIP Code 01830 $757,396,000
Average Income per Person for ZIP Code 01830 $30,131
Average Income per Household for ZIP Code 01830 $58,441

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 4,320
Number of single returns 3,240
Number of joint returns 340
Number of head of household returns 690
Number of returns with paid preparer's signature 2,170
Number of exemptions 5,230
Number of dependents 1,510
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 820
Number of elderly returns [4] 750
Adjust gross income (AGI) [5] $54,186,000
Number of returns with total income 4,320
Salaries and wages amount $55,043,000
Number of returns with salaries and wages 3,560
Salaries and wages amount $43,799
Number of returns with taxable interest 620
Taxable interest amount $305
Number of returns with ordinary dividends 280
Ordinary dividends amount $465,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $300
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $3,674,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $211,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $1,284,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $4,337,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $601,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $375,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $53,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $857,000
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 $116,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $199,000
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 250
Total itemized deductions amount $4,148,000
Amount of AGI for itemized returns $3,607,000
Number of returns with State and local income taxes 150
State and local income taxes amount $177,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $35,000
Number of returns with real estate taxes 190
Real estate taxes amount $933,000
Number of returns with taxes paid 240
Taxes paid amount $1,222,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $842,000
Number of returns with contributions 160
Contributions amount $195,000
Number of returns with taxable income 2,090
Taxable income amount $13,197,000
Number of returns with income tax before credits 2,110
Income tax before credits amount $1,412,000
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 $182,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $91,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 140
Child tax credit amount $46,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $569,000
Number of returns with total tax payments 4,010
Total tax payments amount $8,834,000
Number of returns with earned income credit 1,430
Earned income credit amount [8] $3,306,000
Number of returns with excess earned income credit 1,250
Excess earned income credit (refundable) amount [9] $3,018,000
Number of returns with additional child tax credit 730
Additional child tax credit amount $879,000
Number of returns with refundable education credit 150
Refundable education credit amount $132,000
Number of returns with income tax 1,790
Income tax amount [10] $1,231,000
Number of returns with tax liability 2,150
Total tax liability amount [11] $1,891,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $309,000
Number of returns with overpayments refunded 3,810
Overpayments refunded amount [13] $7,228,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,410
Number of single returns 2,060
Number of joint returns 510
Number of head of household returns 750
Number of returns with paid preparer's signature 1,770
Number of exemptions 5,580
Number of dependents 1,690
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] 740
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $124,081,000
Number of returns with total income 3,410
Salaries and wages amount $125,448,000
Number of returns with salaries and wages 3,030
Salaries and wages amount $105,513
Number of returns with taxable interest 670
Taxable interest amount $352
Number of returns with ordinary dividends 320
Ordinary dividends amount $699,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $406
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $148
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $3,996,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $637,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,371,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $7,811,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,295,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $2,675,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $265,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,367,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $205,000
Number of returns with IRA payments 60
IRA payments amount $196,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $476,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 600
Total itemized deductions amount $9,058,000
Amount of AGI for itemized returns $23,017,000
Number of returns with State and local income taxes 520
State and local income taxes amount $1,007,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $47,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,675,000
Number of returns with taxes paid 590
Taxes paid amount $2,891,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,505,000
Number of returns with contributions 380
Contributions amount $574,000
Number of returns with taxable income 3,340
Taxable income amount $70,343,000
Number of returns with income tax before credits 3,330
Income tax before credits amount $8,952,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,210
Total tax credits amount $1,116,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $123,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $278,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $58,000
Number of returns with child tax credit 660
Child tax credit amount $636,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 290
Self-employment tax amount $684,000
Number of returns with total tax payments 3,360
Total tax payments amount $15,439,000
Number of returns with earned income credit 710
Earned income credit amount [8] $1,376,000
Number of returns with excess earned income credit 550
Excess earned income credit (refundable) amount [9] $1,115,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $580,000
Number of returns with refundable education credit 160
Refundable education credit amount $145,000
Number of returns with income tax 2,890
Income tax amount [10] $7,837,000
Number of returns with tax liability 3,000
Total tax liability amount [11] $8,695,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $653,000
Number of returns with overpayments refunded 2,980
Overpayments refunded amount [13] $7,315,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $60,000

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

Number of returns 1,910
Number of single returns 1,010
Number of joint returns 590
Number of head of household returns 250
Number of returns with paid preparer's signature 1,040
Number of exemptions 3,380
Number of dependents 880
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] 280
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $117,617,000
Number of returns with total income 1,910
Salaries and wages amount $118,938,000
Number of returns with salaries and wages 1,670
Salaries and wages amount $94,607
Number of returns with taxable interest 620
Taxable interest amount $485
Number of returns with ordinary dividends 300
Ordinary dividends amount $704,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $493
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $229
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $3,191,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $904,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,890,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $10,176,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $628,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $4,699,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $491,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,321,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $219,000
Number of returns with IRA payments 50
IRA payments amount $213,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $385,000
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 800
Total itemized deductions amount $13,107,000
Amount of AGI for itemized returns $50,088,000
Number of returns with State and local income taxes 750
State and local income taxes amount $2,206,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $27,000
Number of returns with real estate taxes 710
Real estate taxes amount $2,729,000
Number of returns with taxes paid 800
Taxes paid amount $5,169,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $4,274,000
Number of returns with contributions 560
Contributions amount $1,013,000
Number of returns with taxable income 1,910
Taxable income amount $80,927,000
Number of returns with income tax before credits 1,900
Income tax before credits amount $11,890,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $776,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 390
Child tax credit amount $557,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 200
Self-employment tax amount $569,000
Number of returns with total tax payments 1,890
Total tax payments amount $15,277,000
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 $55,000
Number of returns with refundable education credit 80
Refundable education credit amount $71,000
Number of returns with income tax 1,850
Income tax amount [10] $11,114,000
Number of returns with tax liability 1,860
Total tax liability amount [11] $11,822,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $882,000
Number of returns with overpayments refunded 1,510
Overpayments refunded amount [13] $4,268,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $53,000

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

Number of returns 1,220
Number of single returns 410
Number of joint returns 690
Number of head of household returns 90
Number of returns with paid preparer's signature 690
Number of exemptions 2,620
Number of dependents 710
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] 370
Adjust gross income (AGI) [5] $105,327,000
Number of returns with total income 1,220
Salaries and wages amount $106,203,000
Number of returns with salaries and wages 1,090
Salaries and wages amount $83,404
Number of returns with taxable interest 540
Taxable interest amount $367
Number of returns with ordinary dividends 290
Ordinary dividends amount $774,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $540
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $274
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,532,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $938,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $3,027,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $9,048,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $524,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $4,787,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $335,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $876,000
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 20
Self-employment health insurance deduction amount $147,000
Number of returns with IRA payments 30
IRA payments amount $154,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $194,000
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 720
Total itemized deductions amount $13,260,000
Amount of AGI for itemized returns $62,686,000
Number of returns with State and local income taxes 680
State and local income taxes amount $2,792,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $49,000
Number of returns with real estate taxes 660
Real estate taxes amount $2,712,000
Number of returns with taxes paid 720
Taxes paid amount $5,767,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $4,551,000
Number of returns with contributions 530
Contributions amount $996,000
Number of returns with taxable income 1,210
Taxable income amount $76,017,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $11,779,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $704,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $142,000
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 $464,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 150
Self-employment tax amount $453,000
Number of returns with total tax payments 1,210
Total tax payments amount $13,979,000
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 $79,000
Number of returns with income tax 1,210
Income tax amount [10] $11,075,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $11,579,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $710,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $3,054,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $31,000

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

Number of returns 1,770
Number of single returns 290
Number of joint returns 1,390
Number of head of household returns 80
Number of returns with paid preparer's signature 1,060
Number of exemptions 4,570
Number of dependents 1,410
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] 130
Number of elderly returns [4] 460
Adjust gross income (AGI) [5] $238,715,000
Number of returns with total income 1,770
Salaries and wages amount $241,062,000
Number of returns with salaries and wages 1,660
Salaries and wages amount $196,679
Number of returns with taxable interest 950
Taxable interest amount $723
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,991,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,622
Number of returns with state and local income tax refunds 940
State and local income tax refunds amount $536
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $7,259,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $4,088,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,816,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $14,376,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $833,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,768,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $2,474,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $2,347,000
Number of returns with educator expenses 150
Educator expenses amount $39,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $700,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $364,000
Number of returns with IRA payments 50
IRA payments amount $353,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $368,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,440
Total itemized deductions amount $32,553,000
Amount of AGI for itemized returns $197,561,000
Number of returns with State and local income taxes 1,420
State and local income taxes amount $9,436,000
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 1,370
Real estate taxes amount $6,478,000
Number of returns with taxes paid 1,440
Taxes paid amount $16,491,000
Number of returns with mortgage interest paid 1,280
Mortgage interest paid amount $10,878,000
Number of returns with contributions 1,180
Contributions amount $2,287,000
Number of returns with taxable income 1,770
Taxable income amount $183,483,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $32,177,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $84,000
Number of returns with total tax credits 680
Total tax credits amount $888,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $112,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $223,000
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 $394,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 270
Self-employment tax amount $1,141,000
Number of returns with total tax payments 1,770
Total tax payments amount $35,697,000
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 $134,000
Number of returns with income tax 1,770
Income tax amount [10] $31,288,000
Number of returns with tax liability 1,770
Total tax liability amount [11] $32,629,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $2,368,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [13] $5,207,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $211,000

Adjusted Gross Income: $200,000 or more

Number of returns 330
Number of single returns 40
Number of joint returns 270
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 880
Number of dependents 280
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 110
Adjust gross income (AGI) [5] $117,470,000
Number of returns with total income 330
Salaries and wages amount $119,315,000
Number of returns with salaries and wages 300
Salaries and wages amount $73,272
Number of returns with taxable interest 240
Taxable interest amount $724
Number of returns with ordinary dividends 180
Ordinary dividends amount $3,128,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $2,471
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $530
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $5,044,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $10,264,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,364,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $3,351,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,110,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $14,503,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $1,845,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $420,000
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 320
Total itemized deductions amount $12,246,000
Amount of AGI for itemized returns $114,050,000
Number of returns with State and local income taxes 310
State and local income taxes amount $5,616,000
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 310
Real estate taxes amount $2,160,000
Number of returns with taxes paid 320
Taxes paid amount $7,967,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,647,000
Number of returns with contributions 290
Contributions amount $1,704,000
Number of returns with taxable income 330
Taxable income amount $102,342,000
Number of returns with income tax before credits 330
Income tax before credits amount $26,648,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $716,000
Number of returns with total tax credits 120
Total tax credits amount $229,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
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 60
Self-employment tax amount $610,000
Number of returns with total tax payments 330
Total tax payments amount $26,445,000
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 330
Income tax amount [10] $26,419,000
Number of returns with tax liability 330
Total tax liability amount [11] $27,615,000
Number of returns with net investment income tax 150
Net investment income tax $312,000
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $3,005,000
Number of returns with overpayments refunded 110
Overpayments refunded amount [13] $946,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $861,000

[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.