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ZIP Code Database - Facts & Stats

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ZIP Code 02052 Income Tax Stats

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

ZIP Code 02052 Data

Zip Code:02052
City:Medfield
State:MA [Massachusetts]
Counties: NORFOLK, MA
City Alias(es):Medfield
Area Code:508 / 774
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





02052 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02052 [1] 6,090
Total Number of Single Tax Returns for ZIP Code 02052 1,600
Total Number of Joint Tax Returns for ZIP Code 02052 3,130
Total Number of Dependents for ZIP Code 02052 4,660
Total Adjusted Gross Income for ZIP Code 02052 $1,291,212,000
Average Income per Person for ZIP Code 02052 $107,386
Average Income per Household for ZIP Code 02052 $212,022

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


Adjusted Gross Income: 1 under $25,000

Number of returns 1,550
Number of single returns 1,430
Number of joint returns 70
Number of head of household returns 50
Number of returns with paid preparer's signature 760
Number of exemptions 870
Number of dependents 130
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] 60
Number of elderly returns [4] 220
Adjust gross income (AGI) [5] $13,774,000
Number of returns with total income 1,550
Salaries and wages amount $14,192,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $10,014
Number of returns with taxable interest 350
Taxable interest amount $170
Number of returns with ordinary dividends 390
Ordinary dividends amount $716,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $513
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,123,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $537,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $418,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $1,045,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $90,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $72,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($110,000)
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $418,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $194,000
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $65,000
Number of returns with IRA payments 20
IRA payments amount $80,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $62,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 130
Total itemized deductions amount $3,014,000
Amount of AGI for itemized returns $1,741,000
Number of returns with State and local income taxes 60
State and local income taxes amount $97,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $19,000
Number of returns with real estate taxes 100
Real estate taxes amount $743,000
Number of returns with taxes paid 130
Taxes paid amount $984,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $291,000
Number of returns with contributions 70
Contributions amount $67,000
Number of returns with taxable income 700
Taxable income amount $3,784,000
Number of returns with income tax before credits 650
Income tax before credits amount $403,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $52,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $192,000
Number of returns with total tax payments 1,260
Total tax payments amount $1,397,000
Number of returns with earned income credit 160
Earned income credit amount [8] $240,000
Number of returns with excess earned income credit 110
Excess earned income credit (refundable) amount [9] $190,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $61,000
Number of returns with refundable education credit 40
Refundable education credit amount $44,000
Number of returns with income tax 580
Income tax amount [10] $351,000
Number of returns with tax liability 700
Total tax liability amount [11] $548,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $179,000
Number of returns with overpayments refunded 1,120
Overpayments refunded amount [13] $1,000,000
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 680
Number of single returns 490
Number of joint returns 110
Number of head of household returns 70
Number of returns with paid preparer's signature 340
Number of exemptions 950
Number of dependents 190
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] 70
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $25,326,000
Number of returns with total income 680
Salaries and wages amount $26,032,000
Number of returns with salaries and wages 550
Salaries and wages amount $18,455
Number of returns with taxable interest 240
Taxable interest amount $297
Number of returns with ordinary dividends 160
Ordinary dividends amount $540,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $378
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $58
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,357,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $318,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $968,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $2,282,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $198,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $1,049,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $158,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $706,000
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 $342,000
Number of returns with IRA payments 20
IRA payments amount $106,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $170,000
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 170
Total itemized deductions amount $3,970,000
Amount of AGI for itemized returns $6,647,000
Number of returns with State and local income taxes 130
State and local income taxes amount $249,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $23,000
Number of returns with real estate taxes 140
Real estate taxes amount $1,135,000
Number of returns with taxes paid 170
Taxes paid amount $1,436,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $599,000
Number of returns with contributions 130
Contributions amount $208,000
Number of returns with taxable income 640
Taxable income amount $14,489,000
Number of returns with income tax before credits 630
Income tax before credits amount $1,840,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $145,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 70
Child tax credit amount $55,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $228,000
Number of returns with total tax payments 640
Total tax payments amount $2,874,000
Number of returns with earned income credit 80
Earned income credit amount [8] $152,000
Number of returns with excess earned income credit 60
Excess earned income credit (refundable) amount [9] $117,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $70,000
Number of returns with refundable education credit 40
Refundable education credit amount $42,000
Number of returns with income tax 570
Income tax amount [10] $1,696,000
Number of returns with tax liability 600
Total tax liability amount [11] $1,944,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $206,000
Number of returns with overpayments refunded 540
Overpayments refunded amount [13] $1,093,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 510
Number of single returns 320
Number of joint returns 150
Number of head of household returns 30
Number of returns with paid preparer's signature 280
Number of exemptions 830
Number of dependents 180
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] 60
Number of elderly returns [4] 190
Adjust gross income (AGI) [5] $31,601,000
Number of returns with total income 510
Salaries and wages amount $32,294,000
Number of returns with salaries and wages 410
Salaries and wages amount $21,076
Number of returns with taxable interest 250
Taxable interest amount $238
Number of returns with ordinary dividends 180
Ordinary dividends amount $1,072,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $783
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,690,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $767,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,495,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $3,294,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $150,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,079,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $431,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $693,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $181,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $117,000
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 $5,696,000
Amount of AGI for itemized returns $15,249,000
Number of returns with State and local income taxes 210
State and local income taxes amount $645,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $21,000
Number of returns with real estate taxes 210
Real estate taxes amount $1,729,000
Number of returns with taxes paid 240
Taxes paid amount $2,461,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $999,000
Number of returns with contributions 190
Contributions amount $423,000
Number of returns with taxable income 500
Taxable income amount $20,958,000
Number of returns with income tax before credits 490
Income tax before credits amount $3,051,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $157,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $43,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 60
Child tax credit amount $90,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 70
Self-employment tax amount $263,000
Number of returns with total tax payments 500
Total tax payments amount $3,912,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $40,000
Number of returns with refundable education credit 20
Refundable education credit amount $26,000
Number of returns with income tax 470
Income tax amount [10] $2,894,000
Number of returns with tax liability 490
Total tax liability amount [11] $3,182,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $273,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $946,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $51,000

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

Number of returns 390
Number of single returns 140
Number of joint returns 210
Number of head of household returns 30
Number of returns with paid preparer's signature 240
Number of exemptions 820
Number of dependents 220
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] 190
Adjust gross income (AGI) [5] $33,594,000
Number of returns with total income 390
Salaries and wages amount $34,380,000
Number of returns with salaries and wages 300
Salaries and wages amount $19,478
Number of returns with taxable interest 250
Taxable interest amount $310
Number of returns with ordinary dividends 180
Ordinary dividends amount $1,431,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $1,107
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $109
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,865,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $874,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,324,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $4,018,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $218,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,869,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $590,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $786,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $312,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $54,000
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 270
Total itemized deductions amount $7,125,000
Amount of AGI for itemized returns $23,457,000
Number of returns with State and local income taxes 250
State and local income taxes amount $940,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $23,000
Number of returns with real estate taxes 260
Real estate taxes amount $2,348,000
Number of returns with taxes paid 270
Taxes paid amount $3,396,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,507,000
Number of returns with contributions 240
Contributions amount $498,000
Number of returns with taxable income 380
Taxable income amount $22,343,000
Number of returns with income tax before credits 380
Income tax before credits amount $3,306,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $228,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $61,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $103,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $344,000
Number of returns with total tax payments 380
Total tax payments amount $4,130,000
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 40
Refundable education credit amount $40,000
Number of returns with income tax 360
Income tax amount [10] $3,079,000
Number of returns with tax liability 370
Total tax liability amount [11] $3,427,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $364,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $992,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $71,000

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

Number of returns 1,250
Number of single returns 190
Number of joint returns 990
Number of head of household returns 60
Number of returns with paid preparer's signature 750
Number of exemptions 3,520
Number of dependents 1,280
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] 40
Number of elderly returns [4] 440
Adjust gross income (AGI) [5] $184,596,000
Number of returns with total income 1,250
Salaries and wages amount $187,952,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $133,083
Number of returns with taxable interest 840
Taxable interest amount $1,295
Number of returns with ordinary dividends 700
Ordinary dividends amount $5,049,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $3,818
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $523
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $9,843,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $6,102,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $7,861,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $11,930,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $684,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $6,315,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,002,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $3,356,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $786,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $964,000
Number of returns with IRA payments 60
IRA payments amount $345,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $124,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $44,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,150
Total itemized deductions amount $36,547,000
Amount of AGI for itemized returns $171,899,000
Number of returns with State and local income taxes 1,120
State and local income taxes amount $8,179,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $33,000
Number of returns with real estate taxes 1,090
Real estate taxes amount $11,094,000
Number of returns with taxes paid 1,150
Taxes paid amount $19,744,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $9,610,000
Number of returns with contributions 1,020
Contributions amount $2,781,000
Number of returns with taxable income 1,240
Taxable income amount $132,994,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $23,192,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $174,000
Number of returns with total tax credits 640
Total tax credits amount $645,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $49,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $170,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $196,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,600,000
Number of returns with total tax payments 1,240
Total tax payments amount $27,526,000
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 110
Refundable education credit amount $112,000
Number of returns with income tax 1,220
Income tax amount [10] $22,547,000
Number of returns with tax liability 1,230
Total tax liability amount [11] $24,291,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [12] $1,862,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $4,473,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $586,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,710
Number of single returns 70
Number of joint returns 1,600
Number of head of household returns 30
Number of returns with paid preparer's signature 1,140
Number of exemptions 5,960
Number of dependents 2,660
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] 20
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $1,002,321,000
Number of returns with total income 1,710
Salaries and wages amount $1,021,467,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $622,623
Number of returns with taxable interest 1,410
Taxable interest amount $9,248
Number of returns with ordinary dividends 1,300
Ordinary dividends amount $27,099,000
Number of returns with qualified dividends 1,240
Qualified dividends amount [6] $20,812
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $3,606
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $31,268,000
Number of returns with net capital gain (less loss) 1,250
Net capital gain (less loss) amount $99,351,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $8,230,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $9,424,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $604,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,607,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $196,076,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $19,146,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 170
Self-employment retirement plans amount $5,816,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $3,557,000
Number of returns with IRA payments 30
IRA payments amount $284,000
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 60
Domestic production activities deduction amount $1,686,000
Number of returns with itemized deductions 1,700
Total itemized deductions amount $114,406,000
Amount of AGI for itemized returns $993,054,000
Number of returns with State and local income taxes 1,690
State and local income taxes amount $54,243,000
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 1,680
Real estate taxes amount $25,401,000
Number of returns with taxes paid 1,700
Taxes paid amount $80,770,000
Number of returns with mortgage interest paid 1,460
Mortgage interest paid amount $22,895,000
Number of returns with contributions 1,590
Contributions amount $18,270,000
Number of returns with taxable income 1,700
Taxable income amount $874,129,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $260,632,000
Number of returns with alternative minimum tax 1,250
Alternative minimum tax amount $8,611,000
Number of returns with total tax credits 960
Total tax credits amount $2,070,000
Number of returns with foreign tax credit 700
Foreign tax credit amount $1,005,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $158,000
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 80
Residential energy tax credit amount $221,000
Number of returns with self-employment tax 450
Self-employment tax amount $6,294,000
Number of returns with total tax payments 1,700
Total tax payments amount $272,971,000
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 1,710
Income tax amount [10] $257,206,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $270,865,000
Number of returns with net investment income tax 1,130
Net investment income tax $3,487,000
Number of returns with tax due at time of filing 850
Tax due at time of filing amount [12] $20,931,000
Number of returns with overpayments refunded 600
Overpayments refunded amount [13] $5,555,000
Number of returns with credit to next year’s estimated tax 300
Credited to next year’s estimated tax amount $17,310,000

[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.