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ZIP Code Database - Facts & Stats

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ZIP Code 01930 Income Tax Stats

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

ZIP Code 01930 Data

Zip Code:01930
City:Gloucester
State:MA [Massachusetts]
Counties: ESSEX, MA
City Alias(es):Gloucester
Area Code:978
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





01930 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01930 [1] 15,330
Total Number of Single Tax Returns for ZIP Code 01930 4,840
Total Number of Joint Tax Returns for ZIP Code 01930 5,510
Total Number of Dependents for ZIP Code 01930 5,840
Total Adjusted Gross Income for ZIP Code 01930 $1,228,457,000
Average Income per Person for ZIP Code 01930 $42,671
Average Income per Household for ZIP Code 01930 $80,134

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 4,890
Number of single returns 3,880
Number of joint returns 460
Number of head of household returns 470
Number of returns with paid preparer's signature 2,500
Number of exemptions 5,140
Number of dependents 980
Total number of volunteer prepared returns [5] 260
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 230
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 590
Number of elderly returns [4] 1,330
Adjust gross income (AGI) [5] $56,976,000
Number of returns with total income 4,890
Salaries and wages amount $58,556,000
Number of returns with salaries and wages 3,510
Salaries and wages amount $39,528
Number of returns with taxable interest 1,280
Taxable interest amount $692
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,266,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $875
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $6,308,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $686,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $2,736,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $5,642,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $945,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $543,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $399,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $1,580,000
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 110
Self-employment health insurance deduction amount $396,000
Number of returns with IRA payments 30
IRA payments amount $126,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $212,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $81,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $6,741,000
Amount of AGI for itemized returns $5,696,000
Number of returns with State and local income taxes 210
State and local income taxes amount $321,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $83,000
Number of returns with real estate taxes 340
Real estate taxes amount $1,930,000
Number of returns with taxes paid 400
Taxes paid amount $2,405,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,418,000
Number of returns with contributions 300
Contributions amount $374,000
Number of returns with taxable income 2,270
Taxable income amount $13,872,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $1,469,000
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 $151,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $78,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 90
Child tax credit amount $29,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 680
Self-employment tax amount $1,009,000
Number of returns with total tax payments 4,200
Total tax payments amount $7,485,000
Number of returns with earned income credit 1,190
Earned income credit amount [8] $2,227,000
Number of returns with excess earned income credit 940
Excess earned income credit (refundable) amount [9] $1,935,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $537,000
Number of returns with refundable education credit 120
Refundable education credit amount $110,000
Number of returns with income tax 1,990
Income tax amount [10] $1,317,000
Number of returns with tax liability 2,460
Total tax liability amount [11] $2,405,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $601,000
Number of returns with overpayments refunded 3,780
Overpayments refunded amount [13] $5,618,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $42,000

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

Number of returns 3,340
Number of single returns 2,250
Number of joint returns 620
Number of head of household returns 390
Number of returns with paid preparer's signature 1,830
Number of exemptions 4,950
Number of dependents 1,040
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] 490
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $123,053,000
Number of returns with total income 3,340
Salaries and wages amount $125,429,000
Number of returns with salaries and wages 2,720
Salaries and wages amount $92,302
Number of returns with taxable interest 1,090
Taxable interest amount $834
Number of returns with ordinary dividends 500
Ordinary dividends amount $1,779,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,299
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $161
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $8,488,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $1,685,000
Number of returns with taxable individual retirement arrangements distributions 340
Taxable individual retirement arrangements distributions amount $3,655,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $9,349,000
Number of farm returns 0
Number of returns with unemployment compensation 250
Unemployment compensation amount [7] $1,662,000
Number of returns with taxable Social Security benefits 640
Taxable Social Security benefits amount $4,373,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $305,000
Number of returns with total statutory adjustments 930
Total statutory adjustments amount $2,376,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $624,000
Number of returns with IRA payments 60
IRA payments amount $280,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $525,000
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 670
Total itemized deductions amount $11,295,000
Amount of AGI for itemized returns $25,800,000
Number of returns with State and local income taxes 550
State and local income taxes amount $1,080,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $63,000
Number of returns with real estate taxes 580
Real estate taxes amount $3,041,000
Number of returns with taxes paid 660
Taxes paid amount $4,300,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,797,000
Number of returns with contributions 510
Contributions amount $726,000
Number of returns with taxable income 3,250
Taxable income amount $71,420,000
Number of returns with income tax before credits 3,210
Income tax before credits amount $9,062,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $785,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $222,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $55,000
Number of returns with child tax credit 430
Child tax credit amount $413,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 450
Self-employment tax amount $1,289,000
Number of returns with total tax payments 3,200
Total tax payments amount $13,940,000
Number of returns with earned income credit 430
Earned income credit amount [8] $812,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $566,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $312,000
Number of returns with refundable education credit 120
Refundable education credit amount $115,000
Number of returns with income tax 2,920
Income tax amount [10] $8,277,000
Number of returns with tax liability 3,060
Total tax liability amount [11] $9,696,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $1,288,000
Number of returns with overpayments refunded 2,600
Overpayments refunded amount [13] $5,317,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $180,000

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

Number of returns 2,330
Number of single returns 1,210
Number of joint returns 860
Number of head of household returns 200
Number of returns with paid preparer's signature 1,400
Number of exemptions 4,140
Number of dependents 960
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] 280
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $143,406,000
Number of returns with total income 2,330
Salaries and wages amount $146,121,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $102,580
Number of returns with taxable interest 1,080
Taxable interest amount $879
Number of returns with ordinary dividends 530
Ordinary dividends amount $2,157,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $1,574
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $251
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $8,093,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $2,278,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,883,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $13,911,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $1,258,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $8,006,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $1,351,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $2,715,000
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 $411,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $697,000
Number of returns with IRA payments 80
IRA payments amount $372,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $468,000
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 880
Total itemized deductions amount $16,592,000
Amount of AGI for itemized returns $55,125,000
Number of returns with State and local income taxes 770
State and local income taxes amount $2,368,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $81,000
Number of returns with real estate taxes 790
Real estate taxes amount $4,347,000
Number of returns with taxes paid 880
Taxes paid amount $7,036,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $4,637,000
Number of returns with contributions 680
Contributions amount $1,174,000
Number of returns with taxable income 2,310
Taxable income amount $97,221,000
Number of returns with income tax before credits 2,300
Income tax before credits amount $14,090,000
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 $1,006,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $52,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $217,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 410
Child tax credit amount $598,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $71,000
Number of returns with self-employment tax 380
Self-employment tax amount $1,326,000
Number of returns with total tax payments 2,260
Total tax payments amount $17,241,000
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 70
Additional child tax credit amount $64,000
Number of returns with refundable education credit 110
Refundable education credit amount $117,000
Number of returns with income tax 2,230
Income tax amount [10] $13,084,000
Number of returns with tax liability 2,270
Total tax liability amount [11] $14,596,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 600
Tax due at time of filing amount [12] $1,933,000
Number of returns with overpayments refunded 1,660
Overpayments refunded amount [13] $4,338,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $165,000

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

Number of returns 1,480
Number of single returns 450
Number of joint returns 920
Number of head of household returns 80
Number of returns with paid preparer's signature 970
Number of exemptions 3,180
Number of dependents 770
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] 580
Adjust gross income (AGI) [5] $128,358,000
Number of returns with total income 1,480
Salaries and wages amount $130,613,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $89,215
Number of returns with taxable interest 860
Taxable interest amount $699
Number of returns with ordinary dividends 450
Ordinary dividends amount $2,413,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $1,934
Number of returns with state and local income tax refunds 510
State and local income tax refunds amount $287
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $7,662,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $2,796,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,915,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $11,611,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $943,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $7,918,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,502,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $2,255,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $364,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $569,000
Number of returns with IRA payments 50
IRA payments amount $301,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $213,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $113,000
Number of returns with itemized deductions 850
Total itemized deductions amount $17,566,000
Amount of AGI for itemized returns $73,806,000
Number of returns with State and local income taxes 810
State and local income taxes amount $3,294,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $33,000
Number of returns with real estate taxes 800
Real estate taxes amount $4,617,000
Number of returns with taxes paid 850
Taxes paid amount $8,176,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $5,339,000
Number of returns with contributions 710
Contributions amount $1,550,000
Number of returns with taxable income 1,480
Taxable income amount $90,805,000
Number of returns with income tax before credits 1,470
Income tax before credits amount $13,572,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $841,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $145,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $512,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $87,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,276,000
Number of returns with total tax payments 1,450
Total tax payments amount $16,028,000
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 70
Refundable education credit amount $70,000
Number of returns with income tax 1,460
Income tax amount [10] $12,730,000
Number of returns with tax liability 1,470
Total tax liability amount [11] $14,097,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,714,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $3,437,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $185,000

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

Number of returns 2,340
Number of single returns 400
Number of joint returns 1,850
Number of head of household returns 90
Number of returns with paid preparer's signature 1,630
Number of exemptions 5,730
Number of dependents 1,550
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] 960
Adjust gross income (AGI) [5] $320,455,000
Number of returns with total income 2,340
Salaries and wages amount $325,527,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $220,301
Number of returns with taxable interest 1,600
Taxable interest amount $1,739
Number of returns with ordinary dividends 990
Ordinary dividends amount $7,755,000
Number of returns with qualified dividends 940
Qualified dividends amount [6] $5,778
Number of returns with state and local income tax refunds 1,160
State and local income tax refunds amount $855
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $16,237,000
Number of returns with net capital gain (less loss) 900
Net capital gain (less loss) amount $12,058,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $14,380,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $24,717,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $1,652,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $15,285,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $6,307,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $5,072,000
Number of returns with educator expenses 150
Educator expenses amount $45,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,063,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,243,000
Number of returns with IRA payments 100
IRA payments amount $586,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $352,000
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 1,890
Total itemized deductions amount $49,267,000
Amount of AGI for itemized returns $265,228,000
Number of returns with State and local income taxes 1,850
State and local income taxes amount $12,160,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $106,000
Number of returns with real estate taxes 1,820
Real estate taxes amount $12,461,000
Number of returns with taxes paid 1,890
Taxes paid amount $25,410,000
Number of returns with mortgage interest paid 1,550
Mortgage interest paid amount $13,698,000
Number of returns with contributions 1,660
Contributions amount $4,148,000
Number of returns with taxable income 2,330
Taxable income amount $242,510,000
Number of returns with income tax before credits 2,320
Income tax before credits amount $41,576,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $140,000
Number of returns with total tax credits 990
Total tax credits amount $1,231,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $126,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $101,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $333,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $398,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $126,000
Number of returns with self-employment tax 490
Self-employment tax amount $2,481,000
Number of returns with total tax payments 2,300
Total tax payments amount $45,175,000
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 210
Refundable education credit amount $209,000
Number of returns with income tax 2,310
Income tax amount [10] $40,345,000
Number of returns with tax liability 2,320
Total tax liability amount [11] $42,970,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 840
Tax due at time of filing amount [12] $4,494,000
Number of returns with overpayments refunded 1,370
Overpayments refunded amount [13] $5,882,000
Number of returns with credit to next year’s estimated tax 150
Credited to next year’s estimated tax amount $730,000

Adjusted Gross Income: $200,000 or more

Number of returns 950
Number of single returns 130
Number of joint returns 800
Number of head of household returns 0
Number of returns with paid preparer's signature 780
Number of exemptions 2,300
Number of dependents 540
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] 500
Adjust gross income (AGI) [5] $456,209,000
Number of returns with total income 950
Salaries and wages amount $465,131,000
Number of returns with salaries and wages 770
Salaries and wages amount $214,471
Number of returns with taxable interest 820
Taxable interest amount $6,947
Number of returns with ordinary dividends 690
Ordinary dividends amount $21,596,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $17,039
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $1,743
Number of returns with business or professional net income (less loss) 300
Business or professional net income (less loss) amount $20,204,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $75,621,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $14,703,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $12,272,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $315,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $8,359,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $78,445,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $8,922,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,916,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,887,000
Number of returns with IRA payments 30
IRA payments amount $205,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $1,127,000
Number of returns with itemized deductions 930
Total itemized deductions amount $61,767,000
Amount of AGI for itemized returns $447,424,000
Number of returns with State and local income taxes 920
State and local income taxes amount $25,714,000
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 900
Real estate taxes amount $13,297,000
Number of returns with taxes paid 930
Taxes paid amount $39,662,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $8,181,000
Number of returns with contributions 870
Contributions amount $12,937,000
Number of returns with taxable income 950
Taxable income amount $388,060,000
Number of returns with income tax before credits 950
Income tax before credits amount $106,546,000
Number of returns with alternative minimum tax 600
Alternative minimum tax amount $4,705,000
Number of returns with total tax credits 460
Total tax credits amount $3,097,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $1,096,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
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 40
Residential energy tax credit amount $88,000
Number of returns with self-employment tax 290
Self-employment tax amount $2,796,000
Number of returns with total tax payments 940
Total tax payments amount $109,745,000
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 950
Income tax amount [10] $103,450,000
Number of returns with tax liability 950
Total tax liability amount [11] $109,837,000
Number of returns with net investment income tax 590
Net investment income tax $2,584,000
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $13,869,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $4,926,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $8,698,000

[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.