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ZIP Code Database - Facts & Stats

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ZIP Code 01923 Income Tax Stats

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

ZIP Code 01923 Data

Zip Code:01923
City:Danvers
State:MA [Massachusetts]
Counties: ESSEX, MA
City Alias(es):Danvers
Area Code:978 / 351
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


01923 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01923 [1] 14,890
Total Number of Single Tax Returns for ZIP Code 01923 4,800
Total Number of Joint Tax Returns for ZIP Code 01923 5,630
Total Number of Dependents for ZIP Code 01923 6,880
Total Adjusted Gross Income for ZIP Code 01923 $1,283,550,000
Average Income per Person for ZIP Code 01923 $48,726
Average Income per Household for ZIP Code 01923 $86,202

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 3,990
Number of single returns 3,340
Number of joint returns 330
Number of head of household returns 270
Number of returns with paid preparer's signature 1,940
Number of exemptions 3,460
Number of dependents 510
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 320
Number of elderly returns [4] 1,110
Adjust gross income (AGI) [5] $44,731,000
Number of returns with total income 3,990
Salaries and wages amount $45,606,000
Number of returns with salaries and wages 2,890
Salaries and wages amount $30,702
Number of returns with taxable interest 950
Taxable interest amount $576
Number of returns with ordinary dividends 580
Ordinary dividends amount $880,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $511
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $64
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $3,074,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $394,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $2,672,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $6,004,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $430,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $498,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $6,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $875,000
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 60
Self-employment health insurance deduction amount $165,000
Number of returns with IRA payments 30
IRA payments amount $73,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $190,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $7,857,000
Amount of AGI for itemized returns $5,989,000
Number of returns with State and local income taxes 230
State and local income taxes amount $231,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $89,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,743,000
Number of returns with taxes paid 430
Taxes paid amount $2,124,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,470,000
Number of returns with contributions 280
Contributions amount $307,000
Number of returns with taxable income 1,890
Taxable income amount $11,594,000
Number of returns with income tax before credits 1,850
Income tax before credits amount $1,246,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $148,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $100,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 50
Child tax credit amount $17,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 380
Self-employment tax amount $502,000
Number of returns with total tax payments 3,490
Total tax payments amount $5,336,000
Number of returns with earned income credit 710
Earned income credit amount [8] $1,265,000
Number of returns with excess earned income credit 560
Excess earned income credit (refundable) amount [9] $1,095,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $280,000
Number of returns with refundable education credit 110
Refundable education credit amount $102,000
Number of returns with income tax 1,650
Income tax amount [10] $1,099,000
Number of returns with tax liability 1,920
Total tax liability amount [11] $1,650,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $325,000
Number of returns with overpayments refunded 3,210
Overpayments refunded amount [13] $3,946,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $63,000

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

Number of returns 2,800
Number of single returns 1,980
Number of joint returns 410
Number of head of household returns 350
Number of returns with paid preparer's signature 1,380
Number of exemptions 3,950
Number of dependents 780
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 360
Number of elderly returns [4] 820
Adjust gross income (AGI) [5] $104,049,000
Number of returns with total income 2,800
Salaries and wages amount $106,088,000
Number of returns with salaries and wages 2,240
Salaries and wages amount $76,689
Number of returns with taxable interest 780
Taxable interest amount $738
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,336,000
Number of returns with qualified dividends 460
Qualified dividends amount [6] $906
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $158
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,910,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $899,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $4,173,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $10,471,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $905,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $4,425,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $670,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $2,039,000
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 80
Self-employment health insurance deduction amount $556,000
Number of returns with IRA payments 70
IRA payments amount $269,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $521,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 660
Total itemized deductions amount $11,479,000
Amount of AGI for itemized returns $25,611,000
Number of returns with State and local income taxes 550
State and local income taxes amount $1,029,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $64,000
Number of returns with real estate taxes 540
Real estate taxes amount $2,744,000
Number of returns with taxes paid 660
Taxes paid amount $3,971,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,654,000
Number of returns with contributions 510
Contributions amount $748,000
Number of returns with taxable income 2,710
Taxable income amount $61,217,000
Number of returns with income tax before credits 2,690
Income tax before credits amount $7,770,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $641,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $250,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 290
Child tax credit amount $281,000
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 $839,000
Number of returns with total tax payments 2,710
Total tax payments amount $12,147,000
Number of returns with earned income credit 310
Earned income credit amount [8] $538,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $393,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $251,000
Number of returns with refundable education credit 120
Refundable education credit amount $112,000
Number of returns with income tax 2,480
Income tax amount [10] $7,129,000
Number of returns with tax liability 2,550
Total tax liability amount [11] $8,055,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $809,000
Number of returns with overpayments refunded 2,290
Overpayments refunded amount [13] $4,755,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $113,000

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

Number of returns 2,280
Number of single returns 1,340
Number of joint returns 620
Number of head of household returns 250
Number of returns with paid preparer's signature 1,320
Number of exemptions 3,720
Number of dependents 830
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] 210
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $140,629,000
Number of returns with total income 2,280
Salaries and wages amount $142,724,000
Number of returns with salaries and wages 1,870
Salaries and wages amount $100,789
Number of returns with taxable interest 950
Taxable interest amount $853
Number of returns with ordinary dividends 600
Ordinary dividends amount $1,821,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,290
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $293
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $4,970,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,484,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $5,616,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $15,199,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $701,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $8,334,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,050,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $2,095,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $396,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $458,000
Number of returns with IRA payments 50
IRA payments amount $231,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $443,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 980
Total itemized deductions amount $17,889,000
Amount of AGI for itemized returns $61,313,000
Number of returns with State and local income taxes 890
State and local income taxes amount $2,544,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $62,000
Number of returns with real estate taxes 850
Real estate taxes amount $4,154,000
Number of returns with taxes paid 980
Taxes paid amount $7,057,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $5,404,000
Number of returns with contributions 800
Contributions amount $1,284,000
Number of returns with taxable income 2,270
Taxable income amount $96,757,000
Number of returns with income tax before credits 2,260
Income tax before credits amount $14,244,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $815,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $190,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 340
Child tax credit amount $500,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 260
Self-employment tax amount $874,000
Number of returns with total tax payments 2,250
Total tax payments amount $17,951,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 60
Additional child tax credit amount $79,000
Number of returns with refundable education credit 100
Refundable education credit amount $105,000
Number of returns with income tax 2,200
Income tax amount [10] $13,428,000
Number of returns with tax liability 2,230
Total tax liability amount [11] $14,389,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $1,228,000
Number of returns with overpayments refunded 1,720
Overpayments refunded amount [13] $4,564,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $187,000

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

Number of returns 1,590
Number of single returns 580
Number of joint returns 820
Number of head of household returns 150
Number of returns with paid preparer's signature 990
Number of exemptions 3,250
Number of dependents 850
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] 110
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $137,894,000
Number of returns with total income 1,590
Salaries and wages amount $139,354,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $99,364
Number of returns with taxable interest 750
Taxable interest amount $808
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,727,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,204
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $335
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,705,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $2,193,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $5,430,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $13,688,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $733,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $7,768,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,529,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,460,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
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 $350,000
Number of returns with IRA payments 40
IRA payments amount $169,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $172,000
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 970
Total itemized deductions amount $19,783,000
Amount of AGI for itemized returns $85,033,000
Number of returns with State and local income taxes 920
State and local income taxes amount $3,745,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $39,000
Number of returns with real estate taxes 880
Real estate taxes amount $4,644,000
Number of returns with taxes paid 970
Taxes paid amount $8,780,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $6,706,000
Number of returns with contributions 790
Contributions amount $1,304,000
Number of returns with taxable income 1,580
Taxable income amount $98,595,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $15,344,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $790,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $151,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $540,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 230
Self-employment tax amount $737,000
Number of returns with total tax payments 1,570
Total tax payments amount $18,182,000
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 90
Refundable education credit amount $82,000
Number of returns with income tax 1,580
Income tax amount [10] $14,554,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $15,394,000
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] $1,240,000
Number of returns with overpayments refunded 1,130
Overpayments refunded amount [13] $3,841,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $163,000

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

Number of returns 3,160
Number of single returns 470
Number of joint returns 2,520
Number of head of household returns 130
Number of returns with paid preparer's signature 2,050
Number of exemptions 8,460
Number of dependents 2,780
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] 190
Number of elderly returns [4] 960
Adjust gross income (AGI) [5] $438,312,000
Number of returns with total income 3,160
Salaries and wages amount $443,386,000
Number of returns with salaries and wages 2,860
Salaries and wages amount $344,327
Number of returns with taxable interest 1,850
Taxable interest amount $2,119
Number of returns with ordinary dividends 1,210
Ordinary dividends amount $5,194,000
Number of returns with qualified dividends 1,140
Qualified dividends amount [6] $3,836
Number of returns with state and local income tax refunds 1,710
State and local income tax refunds amount $1,160
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $15,148,000
Number of returns with net capital gain (less loss) 1,030
Net capital gain (less loss) amount $7,852,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $13,201,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $28,180,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $1,432,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $13,931,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $5,768,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $5,074,000
Number of returns with educator expenses 240
Educator expenses amount $65,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $722,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $1,203,000
Number of returns with IRA payments 110
IRA payments amount $587,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $531,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $107,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,680
Total itemized deductions amount $68,708,000
Amount of AGI for itemized returns $379,107,000
Number of returns with State and local income taxes 2,640
State and local income taxes amount $17,738,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $88,000
Number of returns with real estate taxes 2,560
Real estate taxes amount $15,435,000
Number of returns with taxes paid 2,680
Taxes paid amount $34,303,000
Number of returns with mortgage interest paid 2,280
Mortgage interest paid amount $22,401,000
Number of returns with contributions 2,370
Contributions amount $5,210,000
Number of returns with taxable income 3,150
Taxable income amount $329,540,000
Number of returns with income tax before credits 3,140
Income tax before credits amount $57,636,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $202,000
Number of returns with total tax credits 1,380
Total tax credits amount $1,534,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 370
Child and dependent care credit amount $219,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $406,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 590
Child tax credit amount $691,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 530
Self-employment tax amount $2,325,000
Number of returns with total tax payments 3,140
Total tax payments amount $64,856,000
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 250
Refundable education credit amount $249,000
Number of returns with income tax 3,140
Income tax amount [10] $56,101,000
Number of returns with tax liability 3,140
Total tax liability amount [11] $58,687,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 950
Tax due at time of filing amount [12] $4,192,000
Number of returns with overpayments refunded 2,090
Overpayments refunded amount [13] $9,551,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $735,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,070
Number of single returns 100
Number of joint returns 930
Number of head of household returns 40
Number of returns with paid preparer's signature 780
Number of exemptions 3,130
Number of dependents 1,130
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] 310
Adjust gross income (AGI) [5] $417,935,000
Number of returns with total income 1,070
Salaries and wages amount $425,978,000
Number of returns with salaries and wages 1,000
Salaries and wages amount $257,074
Number of returns with taxable interest 850
Taxable interest amount $3,667
Number of returns with ordinary dividends 660
Ordinary dividends amount $7,577,000
Number of returns with qualified dividends 630
Qualified dividends amount [6] $6,005
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $1,777
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $15,063,000
Number of returns with net capital gain (less loss) 650
Net capital gain (less loss) amount $41,380,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $8,416,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $10,193,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $367,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $4,067,000
Number of returns with partnership/S-corp net income (less loss) 260
Partnership/S-corp net income (less loss) amount $65,648,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $8,043,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $2,382,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,402,000
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 50
Domestic production activities deduction amount $1,767,000
Number of returns with itemized deductions 1,060
Total itemized deductions amount $46,901,000
Amount of AGI for itemized returns $411,039,000
Number of returns with State and local income taxes 1,050
State and local income taxes amount $21,634,000
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 1,020
Real estate taxes amount $9,042,000
Number of returns with taxes paid 1,060
Taxes paid amount $31,372,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $10,301,000
Number of returns with contributions 980
Contributions amount $6,220,000
Number of returns with taxable income 1,070
Taxable income amount $361,220,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $96,275,000
Number of returns with alternative minimum tax 640
Alternative minimum tax amount $3,270,000
Number of returns with total tax credits 450
Total tax credits amount $543,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $121,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $80,000
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 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 240
Self-employment tax amount $2,337,000
Number of returns with total tax payments 1,070
Total tax payments amount $97,551,000
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 1,070
Income tax amount [10] $95,732,000
Number of returns with tax liability 1,070
Total tax liability amount [11] $100,390,000
Number of returns with net investment income tax 560
Net investment income tax $1,217,000
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $13,287,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [13] $4,467,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $5,862,000

[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.