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ZIP Code Database - Facts & Stats

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ZIP Code 02130 Income Tax Stats

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

ZIP Code 02130 Data

Zip Code:02130
City:Jamaica Plain
State:MA [Massachusetts]
Counties: SUFFOLK, MA
City Alias(es):Jamaica Plain
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02130 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02130 [1] 20,490
Total Number of Single Tax Returns for ZIP Code 02130 3,590
Total Number of Joint Tax Returns for ZIP Code 02130 4,780
Total Number of Dependents for ZIP Code 02130 6,310
Total Adjusted Gross Income for ZIP Code 02130 $1,828,702,000
Average Income per Person for ZIP Code 02130 $51,657
Average Income per Household for ZIP Code 02130 $89,249

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 5,110
Number of single returns 4,150
Number of joint returns 260
Number of head of household returns 620
Number of returns with paid preparer's signature 2,160
Number of exemptions 5,790
Number of dependents 1,300
Total number of volunteer prepared returns [5] 300
Number of volunteer income tax assistance (VITA) prepared returns [3] 270
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 110
Number of refund anticipation check returns [3] 700
Number of elderly returns [4] 700
Adjust gross income (AGI) [5] $64,315,000
Number of returns with total income 5,110
Salaries and wages amount $66,469,000
Number of returns with salaries and wages 4,080
Salaries and wages amount $52,134
Number of returns with taxable interest 700
Taxable interest amount $330
Number of returns with ordinary dividends 540
Ordinary dividends amount $906,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $577
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $72
Number of returns with business or professional net income (less loss) 1,120
Business or professional net income (less loss) amount $7,150,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,009,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,041,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $2,763,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $843,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $275,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $152,000
Number of returns with total statutory adjustments 1,490
Total statutory adjustments amount $2,154,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $325,000
Number of returns with IRA payments 40
IRA payments amount $121,000
Number of returns with student loan interest deduction 450
Student loan interest deduction amount $432,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $450,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $4,353,000
Amount of AGI for itemized returns $4,105,000
Number of returns with State and local income taxes 170
State and local income taxes amount $258,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $35,000
Number of returns with real estate taxes 180
Real estate taxes amount $578,000
Number of returns with taxes paid 270
Taxes paid amount $928,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $942,000
Number of returns with contributions 180
Contributions amount $280,000
Number of returns with taxable income 2,660
Taxable income amount $17,735,000
Number of returns with income tax before credits 2,620
Income tax before credits amount $1,893,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $323,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $237,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 110
Child tax credit amount $33,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 990
Self-employment tax amount $1,150,000
Number of returns with total tax payments 4,570
Total tax payments amount $9,266,000
Number of returns with earned income credit 1,630
Earned income credit amount [8] $2,986,000
Number of returns with excess earned income credit 1,270
Excess earned income credit (refundable) amount [9] $2,610,000
Number of returns with additional child tax credit 610
Additional child tax credit amount $696,000
Number of returns with refundable education credit 230
Refundable education credit amount $199,000
Number of returns with income tax 2,190
Income tax amount [10] $1,571,000
Number of returns with tax liability 2,850
Total tax liability amount [11] $2,823,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $743,000
Number of returns with overpayments refunded 4,020
Overpayments refunded amount [13] $7,053,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $126,000

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

Number of returns 5,100
Number of single returns 4,060
Number of joint returns 340
Number of head of household returns 580
Number of returns with paid preparer's signature 1,840
Number of exemptions 6,630
Number of dependents 1,230
Total number of volunteer prepared returns [5] 160
Number of volunteer income tax assistance (VITA) prepared returns [3] 160
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 760
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $190,523,000
Number of returns with total income 5,100
Salaries and wages amount $194,434,000
Number of returns with salaries and wages 4,710
Salaries and wages amount $169,339
Number of returns with taxable interest 990
Taxable interest amount $434
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,828,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $1,190
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $164
Number of returns with business or professional net income (less loss) 730
Business or professional net income (less loss) amount $7,467,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $1,616,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,738,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $6,402,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [7] $1,101,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $2,372,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $400,000
Number of returns with total statutory adjustments 1,990
Total statutory adjustments amount $3,911,000
Number of returns with educator expenses 110
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $411,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $543,000
Number of returns with IRA payments 130
IRA payments amount $427,000
Number of returns with student loan interest deduction 1,350
Student loan interest deduction amount $1,758,000
Number of returns with tuition and fees deduction 30
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 590
Total itemized deductions amount $8,520,000
Amount of AGI for itemized returns $22,666,000
Number of returns with State and local income taxes 530
State and local income taxes amount $1,062,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $36,000
Number of returns with real estate taxes 330
Real estate taxes amount $976,000
Number of returns with taxes paid 590
Taxes paid amount $2,210,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,647,000
Number of returns with contributions 430
Contributions amount $970,000
Number of returns with taxable income 5,040
Taxable income amount $123,333,000
Number of returns with income tax before credits 5,010
Income tax before credits amount $16,023,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,500
Total tax credits amount $1,272,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 550
Nonrefundable education credit amount $634,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $68,000
Number of returns with child tax credit 490
Child tax credit amount $466,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 610
Self-employment tax amount $1,232,000
Number of returns with total tax payments 5,000
Total tax payments amount $22,883,000
Number of returns with earned income credit 480
Earned income credit amount [8] $934,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [9] $761,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $378,000
Number of returns with refundable education credit 160
Refundable education credit amount $134,000
Number of returns with income tax 4,690
Income tax amount [10] $14,750,000
Number of returns with tax liability 4,760
Total tax liability amount [11] $16,130,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 910
Tax due at time of filing amount [12] $1,365,000
Number of returns with overpayments refunded 4,120
Overpayments refunded amount [13] $7,920,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $178,000

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

Number of returns 3,370
Number of single returns 2,580
Number of joint returns 380
Number of head of household returns 240
Number of returns with paid preparer's signature 1,210
Number of exemptions 4,390
Number of dependents 650
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 410
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $205,625,000
Number of returns with total income 3,370
Salaries and wages amount $208,894,000
Number of returns with salaries and wages 3,110
Salaries and wages amount $180,972
Number of returns with taxable interest 1,100
Taxable interest amount $548
Number of returns with ordinary dividends 750
Ordinary dividends amount $2,638,000
Number of returns with qualified dividends 700
Qualified dividends amount [6] $1,818
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $238
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $5,780,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $2,238,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $2,813,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $7,052,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $871,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $3,975,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $461,000
Number of returns with total statutory adjustments 1,500
Total statutory adjustments amount $3,269,000
Number of returns with educator expenses 150
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $368,000
Number of returns with IRA payments 100
IRA payments amount $369,000
Number of returns with student loan interest deduction 990
Student loan interest deduction amount $1,318,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $151,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 860
Total itemized deductions amount $13,843,000
Amount of AGI for itemized returns $54,317,000
Number of returns with State and local income taxes 810
State and local income taxes amount $2,596,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $25,000
Number of returns with real estate taxes 610
Real estate taxes amount $1,686,000
Number of returns with taxes paid 860
Taxes paid amount $4,475,000
Number of returns with mortgage interest paid 530
Mortgage interest paid amount $3,916,000
Number of returns with contributions 660
Contributions amount $1,571,000
Number of returns with taxable income 3,360
Taxable income amount $156,021,000
Number of returns with income tax before credits 3,350
Income tax before credits amount $24,292,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $729,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $49,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $211,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 300
Child tax credit amount $373,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 420
Self-employment tax amount $974,000
Number of returns with total tax payments 3,340
Total tax payments amount $28,846,000
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 $34,000
Number of returns with refundable education credit 60
Refundable education credit amount $61,000
Number of returns with income tax 3,310
Income tax amount [10] $23,563,000
Number of returns with tax liability 3,330
Total tax liability amount [11] $24,652,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [12] $1,464,000
Number of returns with overpayments refunded 2,500
Overpayments refunded amount [13] $5,441,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $172,000

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

Number of returns 1,890
Number of single returns 1,190
Number of joint returns 500
Number of head of household returns 110
Number of returns with paid preparer's signature 810
Number of exemptions 2,870
Number of dependents 490
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] 150
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $163,077,000
Number of returns with total income 1,890
Salaries and wages amount $165,397,000
Number of returns with salaries and wages 1,700
Salaries and wages amount $133,326
Number of returns with taxable interest 890
Taxable interest amount $644
Number of returns with ordinary dividends 620
Ordinary dividends amount $2,409,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $1,696
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $202
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $6,771,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $3,745,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,996,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $8,189,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $553,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,292,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $345,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $2,320,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $381,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $605,000
Number of returns with IRA payments 40
IRA payments amount $194,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $212,000
Number of returns with tuition and fees deduction 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 860
Total itemized deductions amount $15,614,000
Amount of AGI for itemized returns $74,527,000
Number of returns with State and local income taxes 820
State and local income taxes amount $3,539,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 720
Real estate taxes amount $2,162,000
Number of returns with taxes paid 850
Taxes paid amount $5,887,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $4,879,000
Number of returns with contributions 700
Contributions amount $1,728,000
Number of returns with taxable income 1,880
Taxable income amount $127,135,000
Number of returns with income tax before credits 1,870
Income tax before credits amount $21,841,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 520
Total tax credits amount $542,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $56,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $136,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $274,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,111,000
Number of returns with total tax payments 1,870
Total tax payments amount $24,872,000
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 1,860
Income tax amount [10] $21,300,000
Number of returns with tax liability 1,870
Total tax liability amount [11] $22,472,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $1,484,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $3,589,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $266,000

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

Number of returns 3,160
Number of single returns 1,140
Number of joint returns 1,810
Number of head of household returns 120
Number of returns with paid preparer's signature 1,570
Number of exemptions 6,290
Number of dependents 1,330
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] 180
Number of elderly returns [4] 730
Adjust gross income (AGI) [5] $438,983,000
Number of returns with total income 3,160
Salaries and wages amount $445,458,000
Number of returns with salaries and wages 2,870
Salaries and wages amount $346,980
Number of returns with taxable interest 1,920
Taxable interest amount $1,963
Number of returns with ordinary dividends 1,570
Ordinary dividends amount $9,595,000
Number of returns with qualified dividends 1,490
Qualified dividends amount [6] $7,167
Number of returns with state and local income tax refunds 1,120
State and local income tax refunds amount $842
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $19,499,000
Number of returns with net capital gain (less loss) 1,400
Net capital gain (less loss) amount $14,370,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $10,472,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $19,225,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $1,053,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $10,367,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $5,131,000
Number of returns with total statutory adjustments 1,260
Total statutory adjustments amount $6,475,000
Number of returns with educator expenses 160
Educator expenses amount $47,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $1,925,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,148,000
Number of returns with IRA payments 90
IRA payments amount $511,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $547,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $174,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,250
Total itemized deductions amount $54,204,000
Amount of AGI for itemized returns $322,488,000
Number of returns with State and local income taxes 2,200
State and local income taxes amount $15,720,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $88,000
Number of returns with real estate taxes 1,920
Real estate taxes amount $7,823,000
Number of returns with taxes paid 2,250
Taxes paid amount $24,059,000
Number of returns with mortgage interest paid 1,660
Mortgage interest paid amount $16,769,000
Number of returns with contributions 1,880
Contributions amount $6,429,000
Number of returns with taxable income 3,150
Taxable income amount $350,101,000
Number of returns with income tax before credits 3,140
Income tax before credits amount $65,306,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $247,000
Number of returns with total tax credits 1,220
Total tax credits amount $979,000
Number of returns with foreign tax credit 710
Foreign tax credit amount $146,000
Number of returns with child and dependent care credit 310
Child and dependent care credit amount $170,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $146,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $307,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $120,000
Number of returns with self-employment tax 690
Self-employment tax amount $2,978,000
Number of returns with total tax payments 3,140
Total tax payments amount $70,371,000
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 $68,000
Number of returns with income tax 3,140
Income tax amount [10] $64,327,000
Number of returns with tax liability 3,140
Total tax liability amount [11] $67,579,000
Number of returns with net investment income tax 30
Net investment income tax $10,000
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [12] $5,607,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $7,376,000
Number of returns with credit to next year’s estimated tax 210
Credited to next year’s estimated tax amount $955,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,860
Number of single returns 300
Number of joint returns 1,490
Number of head of household returns 40
Number of returns with paid preparer's signature 1,200
Number of exemptions 4,660
Number of dependents 1,310
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] 30
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $766,179,000
Number of returns with total income 1,860
Salaries and wages amount $777,259,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $504,921
Number of returns with taxable interest 1,530
Taxable interest amount $4,602
Number of returns with ordinary dividends 1,340
Ordinary dividends amount $21,361,000
Number of returns with qualified dividends 1,290
Qualified dividends amount [6] $16,149
Number of returns with state and local income tax refunds 690
State and local income tax refunds amount $1,502
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $37,049,000
Number of returns with net capital gain (less loss) 1,270
Net capital gain (less loss) amount $102,627,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $12,162,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $18,641,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $424,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $7,548,000
Number of returns with partnership/S-corp net income (less loss) 400
Partnership/S-corp net income (less loss) amount $54,013,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $11,080,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 190
Self-employment retirement plans amount $4,946,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,682,000
Number of returns with IRA payments 20
IRA payments amount $197,000
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 $234,000
Number of returns with itemized deductions 1,770
Total itemized deductions amount $86,829,000
Amount of AGI for itemized returns $739,173,000
Number of returns with State and local income taxes 1,750
State and local income taxes amount $38,235,000
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 1,600
Real estate taxes amount $11,581,000
Number of returns with taxes paid 1,770
Taxes paid amount $50,430,000
Number of returns with mortgage interest paid 1,370
Mortgage interest paid amount $19,334,000
Number of returns with contributions 1,610
Contributions amount $16,971,000
Number of returns with taxable income 1,850
Taxable income amount $666,262,000
Number of returns with income tax before credits 1,850
Income tax before credits amount $174,901,000
Number of returns with alternative minimum tax 1,040
Alternative minimum tax amount $5,155,000
Number of returns with total tax credits 990
Total tax credits amount $2,664,000
Number of returns with foreign tax credit 780
Foreign tax credit amount $1,517,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $154,000
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 60
Residential energy tax credit amount $139,000
Number of returns with self-employment tax 620
Self-employment tax amount $4,666,000
Number of returns with total tax payments 1,850
Total tax payments amount $177,135,000
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 1,850
Income tax amount [10] $172,237,000
Number of returns with tax liability 1,850
Total tax liability amount [11] $182,170,000
Number of returns with net investment income tax 1,190
Net investment income tax $2,698,000
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [12] $18,193,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $6,192,000
Number of returns with credit to next year’s estimated tax 290
Credited to next year’s estimated tax amount $6,789,000

[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.