Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 02127 Income Tax Stats

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

ZIP Code 02127 Data

Zip Code:02127
City:South Boston
State:MA [Massachusetts]
Counties: SUFFOLK, MA
City Alias(es):South Boston
Area Code:781 / 617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02127 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02127 [1] 21,930
Total Number of Single Tax Returns for ZIP Code 02127 2,780
Total Number of Joint Tax Returns for ZIP Code 02127 3,430
Total Number of Dependents for ZIP Code 02127 4,600
Total Adjusted Gross Income for ZIP Code 02127 $2,169,622,000
Average Income per Person for ZIP Code 02127 $68,229
Average Income per Household for ZIP Code 02127 $98,934

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 3,760
Number of single returns 2,860
Number of joint returns 270
Number of head of household returns 590
Number of returns with paid preparer's signature 1,770
Number of exemptions 4,660
Number of dependents 1,310
Total number of volunteer prepared returns [5] 320
Number of volunteer income tax assistance (VITA) prepared returns [3] 320
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 130
Number of refund anticipation check returns [3] 560
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $47,345,000
Number of returns with total income 3,760
Salaries and wages amount $48,296,000
Number of returns with salaries and wages 3,020
Salaries and wages amount $38,709
Number of returns with taxable interest 480
Taxable interest amount $294
Number of returns with ordinary dividends 340
Ordinary dividends amount $407,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $274
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $3,647,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $317,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $782,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $3,552,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $628,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $194,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($46,000)
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $951,000
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 $98,000
Number of returns with IRA payments 20
IRA payments amount $65,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $259,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $199,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $3,137,000
Amount of AGI for itemized returns $2,623,000
Number of returns with State and local income taxes 110
State and local income taxes amount $207,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $27,000
Number of returns with real estate taxes 120
Real estate taxes amount $545,000
Number of returns with taxes paid 190
Taxes paid amount $906,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $650,000
Number of returns with contributions 120
Contributions amount $186,000
Number of returns with taxable income 1,830
Taxable income amount $12,243,000
Number of returns with income tax before credits 1,820
Income tax before credits amount $1,307,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $206,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $8,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $127,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $37,000
Number of returns with child tax credit 100
Child tax credit amount $30,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 470
Self-employment tax amount $566,000
Number of returns with total tax payments 3,420
Total tax payments amount $7,873,000
Number of returns with earned income credit 1,290
Earned income credit amount [8] $2,944,000
Number of returns with excess earned income credit 1,110
Excess earned income credit (refundable) amount [9] $2,654,000
Number of returns with additional child tax credit 600
Additional child tax credit amount $705,000
Number of returns with refundable education credit 200
Refundable education credit amount $165,000
Number of returns with income tax 1,510
Income tax amount [10] $1,100,000
Number of returns with tax liability 1,890
Total tax liability amount [11] $1,731,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $285,000
Number of returns with overpayments refunded 3,170
Overpayments refunded amount [13] $6,358,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 4,210
Number of single returns 3,450
Number of joint returns 260
Number of head of household returns 450
Number of returns with paid preparer's signature 1,710
Number of exemptions 5,400
Number of dependents 1,020
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 130
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 690
Number of elderly returns [4] 450
Adjust gross income (AGI) [5] $161,636,000
Number of returns with total income 4,210
Salaries and wages amount $164,690,000
Number of returns with salaries and wages 3,870
Salaries and wages amount $144,730
Number of returns with taxable interest 740
Taxable interest amount $367
Number of returns with ordinary dividends 540
Ordinary dividends amount $924,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $663
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $82
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $5,052,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,056,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,663,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $6,920,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $1,442,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $1,985,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $23,000
Number of returns with total statutory adjustments 1,600
Total statutory adjustments amount $3,054,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $217,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $250,000
Number of returns with IRA payments 110
IRA payments amount $310,000
Number of returns with student loan interest deduction 1,170
Student loan interest deduction amount $1,681,000
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 390
Total itemized deductions amount $6,561,000
Amount of AGI for itemized returns $15,105,000
Number of returns with State and local income taxes 340
State and local income taxes amount $766,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $26,000
Number of returns with real estate taxes 230
Real estate taxes amount $857,000
Number of returns with taxes paid 390
Taxes paid amount $1,730,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,543,000
Number of returns with contributions 280
Contributions amount $637,000
Number of returns with taxable income 4,140
Taxable income amount $106,696,000
Number of returns with income tax before credits 4,130
Income tax before credits amount $13,987,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,070
Total tax credits amount $948,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 410
Nonrefundable education credit amount $480,000
Number of returns with retirement savings contribution credit 310
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 380
Child tax credit amount $346,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 360
Self-employment tax amount $835,000
Number of returns with total tax payments 4,150
Total tax payments amount $20,813,000
Number of returns with earned income credit 410
Earned income credit amount [8] $850,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [9] $706,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $346,000
Number of returns with refundable education credit 160
Refundable education credit amount $133,000
Number of returns with income tax 3,870
Income tax amount [10] $13,039,000
Number of returns with tax liability 3,930
Total tax liability amount [11] $13,966,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $990,000
Number of returns with overpayments refunded 3,650
Overpayments refunded amount [13] $7,706,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $80,000

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

Number of returns 5,090
Number of single returns 4,640
Number of joint returns 230
Number of head of household returns 150
Number of returns with paid preparer's signature 1,700
Number of exemptions 5,700
Number of dependents 400
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] 810
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $315,065,000
Number of returns with total income 5,090
Salaries and wages amount $319,586,000
Number of returns with salaries and wages 4,830
Salaries and wages amount $292,467
Number of returns with taxable interest 1,230
Taxable interest amount $555
Number of returns with ordinary dividends 1,090
Ordinary dividends amount $1,572,000
Number of returns with qualified dividends 1,040
Qualified dividends amount [6] $1,137
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $185
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $4,149,000
Number of returns with net capital gain (less loss) 930
Net capital gain (less loss) amount $1,820,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,788,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $10,097,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $1,166,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $3,340,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,076,000
Number of returns with total statutory adjustments 2,430
Total statutory adjustments amount $4,521,000
Number of returns with educator expenses 140
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $311,000
Number of returns with IRA payments 140
IRA payments amount $445,000
Number of returns with student loan interest deduction 1,970
Student loan interest deduction amount $2,521,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $234,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 820
Total itemized deductions amount $12,943,000
Amount of AGI for itemized returns $51,808,000
Number of returns with State and local income taxes 760
State and local income taxes amount $2,427,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $38,000
Number of returns with real estate taxes 580
Real estate taxes amount $1,894,000
Number of returns with taxes paid 820
Taxes paid amount $4,498,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $4,209,000
Number of returns with contributions 610
Contributions amount $1,001,000
Number of returns with taxable income 5,080
Taxable income amount $250,783,000
Number of returns with income tax before credits 5,070
Income tax before credits amount $40,784,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $533,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 170
Child tax credit amount $234,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 310
Self-employment tax amount $739,000
Number of returns with total tax payments 5,050
Total tax payments amount $47,974,000
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 20
Additional child tax credit amount $20,000
Number of returns with refundable education credit 60
Refundable education credit amount $54,000
Number of returns with income tax 5,050
Income tax amount [10] $40,251,000
Number of returns with tax liability 5,060
Total tax liability amount [11] $41,130,000
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] $1,450,000
Number of returns with overpayments refunded 4,210
Overpayments refunded amount [13] $8,059,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $126,000

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

Number of returns 3,070
Number of single returns 2,680
Number of joint returns 260
Number of head of household returns 80
Number of returns with paid preparer's signature 1,100
Number of exemptions 3,610
Number of dependents 280
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 450
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $264,596,000
Number of returns with total income 3,070
Salaries and wages amount $265,789,000
Number of returns with salaries and wages 2,930
Salaries and wages amount $241,014
Number of returns with taxable interest 1,020
Taxable interest amount $558
Number of returns with ordinary dividends 880
Ordinary dividends amount $1,900,000
Number of returns with qualified dividends 840
Qualified dividends amount [6] $1,479
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $200
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $4,241,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $2,418,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,147,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $8,277,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $696,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,687,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,117,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,193,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $236,000
Number of returns with IRA payments 20
IRA payments amount $104,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $137,000
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 930
Total itemized deductions amount $15,980,000
Amount of AGI for itemized returns $81,365,000
Number of returns with State and local income taxes 900
State and local income taxes amount $3,989,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $26,000
Number of returns with real estate taxes 690
Real estate taxes amount $2,203,000
Number of returns with taxes paid 930
Taxes paid amount $6,400,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $5,552,000
Number of returns with contributions 740
Contributions amount $1,358,000
Number of returns with taxable income 3,070
Taxable income amount $219,267,000
Number of returns with income tax before credits 3,060
Income tax before credits amount $40,640,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $314,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $32,000
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 40
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $171,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $711,000
Number of returns with total tax payments 3,050
Total tax payments amount $45,410,000
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 20
Refundable education credit amount $18,000
Number of returns with income tax 3,060
Income tax amount [10] $40,326,000
Number of returns with tax liability 3,060
Total tax liability amount [11] $41,158,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $1,549,000
Number of returns with overpayments refunded 2,400
Overpayments refunded amount [13] $5,603,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $195,000

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

Number of returns 3,790
Number of single returns 2,570
Number of joint returns 1,100
Number of head of household returns 50
Number of returns with paid preparer's signature 1,790
Number of exemptions 5,680
Number of dependents 790
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] 390
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $519,191,000
Number of returns with total income 3,790
Salaries and wages amount $523,191,000
Number of returns with salaries and wages 3,640
Salaries and wages amount $459,889
Number of returns with taxable interest 1,940
Taxable interest amount $1,388
Number of returns with ordinary dividends 1,580
Ordinary dividends amount $4,101,000
Number of returns with qualified dividends 1,500
Qualified dividends amount [6] $3,103
Number of returns with state and local income tax refunds 1,240
State and local income tax refunds amount $766
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $12,276,000
Number of returns with net capital gain (less loss) 1,410
Net capital gain (less loss) amount $9,714,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,812,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $14,855,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $1,068,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,326,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $6,900,000
Number of returns with total statutory adjustments 780
Total statutory adjustments amount $4,000,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,138,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $609,000
Number of returns with IRA payments 70
IRA payments amount $397,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $218,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $84,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,670
Total itemized deductions amount $55,342,000
Amount of AGI for itemized returns $381,541,000
Number of returns with State and local income taxes 2,650
State and local income taxes amount $19,240,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $54,000
Number of returns with real estate taxes 1,860
Real estate taxes amount $6,883,000
Number of returns with taxes paid 2,670
Taxes paid amount $26,686,000
Number of returns with mortgage interest paid 1,750
Mortgage interest paid amount $19,324,000
Number of returns with contributions 2,090
Contributions amount $3,824,000
Number of returns with taxable income 3,790
Taxable income amount $431,589,000
Number of returns with income tax before credits 3,790
Income tax before credits amount $87,918,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $214,000
Number of returns with total tax credits 880
Total tax credits amount $697,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $202,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $70,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $119,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $138,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,882,000
Number of returns with total tax payments 3,780
Total tax payments amount $95,854,000
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 60
Refundable education credit amount $67,000
Number of returns with income tax 3,790
Income tax amount [10] $87,222,000
Number of returns with tax liability 3,790
Total tax liability amount [11] $89,460,000
Number of returns with net investment income tax 30
Net investment income tax $9,000
Number of returns with tax due at time of filing 1,010
Tax due at time of filing amount [12] $4,490,000
Number of returns with overpayments refunded 2,720
Overpayments refunded amount [13] $10,309,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $545,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,010
Number of single returns 660
Number of joint returns 1,310
Number of head of household returns 30
Number of returns with paid preparer's signature 1,300
Number of exemptions 4,120
Number of dependents 800
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] 160
Adjust gross income (AGI) [5] $861,789,000
Number of returns with total income 2,010
Salaries and wages amount $871,074,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $604,043
Number of returns with taxable interest 1,550
Taxable interest amount $4,678
Number of returns with ordinary dividends 1,320
Ordinary dividends amount $12,948,000
Number of returns with qualified dividends 1,260
Qualified dividends amount [6] $10,087
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $1,593
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $22,430,000
Number of returns with net capital gain (less loss) 1,320
Net capital gain (less loss) amount $69,911,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $3,330,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $7,625,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $588,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,752,000
Number of returns with partnership/S-corp net income (less loss) 370
Partnership/S-corp net income (less loss) amount $73,628,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $9,285,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $3,187,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,121,000
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 40
Domestic production activities deduction amount $259,000
Number of returns with itemized deductions 1,920
Total itemized deductions amount $84,463,000
Amount of AGI for itemized returns $833,043,000
Number of returns with State and local income taxes 1,910
State and local income taxes amount $44,514,000
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 1,590
Real estate taxes amount $10,221,000
Number of returns with taxes paid 1,920
Taxes paid amount $55,450,000
Number of returns with mortgage interest paid 1,520
Mortgage interest paid amount $23,870,000
Number of returns with contributions 1,650
Contributions amount $8,999,000
Number of returns with taxable income 2,010
Taxable income amount $765,345,000
Number of returns with income tax before credits 2,010
Income tax before credits amount $203,191,000
Number of returns with alternative minimum tax 1,110
Alternative minimum tax amount $4,777,000
Number of returns with total tax credits 800
Total tax credits amount $1,934,000
Number of returns with foreign tax credit 660
Foreign tax credit amount $1,176,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $75,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 350
Self-employment tax amount $3,530,000
Number of returns with total tax payments 2,000
Total tax payments amount $202,401,000
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 2,010
Income tax amount [10] $201,256,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $210,260,000
Number of returns with net investment income tax 1,300
Net investment income tax $2,747,000
Number of returns with tax due at time of filing 950
Tax due at time of filing amount [12] $20,584,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $6,520,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $6,017,000

[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.