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ZIP Code Database - Facts & Stats

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ZIP Code 02135 Income Tax Stats

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

ZIP Code 02135 Data

Zip Code:02135
City:Brighton
State:MA [Massachusetts]
Counties: SUFFOLK, MA
City Alias(es):Brighton
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02135 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02135 [1] 23,600
Total Number of Single Tax Returns for ZIP Code 02135 3,350
Total Number of Joint Tax Returns for ZIP Code 02135 3,640
Total Number of Dependents for ZIP Code 02135 4,330
Total Adjusted Gross Income for ZIP Code 02135 $1,426,053,000
Average Income per Person for ZIP Code 02135 $33,335
Average Income per Household for ZIP Code 02135 $60,426

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 6,040
Number of single returns 5,160
Number of joint returns 440
Number of head of household returns 340
Number of returns with paid preparer's signature 2,150
Number of exemptions 6,380
Number of dependents 970
Total number of volunteer prepared returns [5] 370
Number of volunteer income tax assistance (VITA) prepared returns [3] 310
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 100
Number of refund anticipation check returns [3] 730
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $78,362,000
Number of returns with total income 6,040
Salaries and wages amount $81,028,000
Number of returns with salaries and wages 4,820
Salaries and wages amount $64,254
Number of returns with taxable interest 910
Taxable interest amount $521
Number of returns with ordinary dividends 690
Ordinary dividends amount $946,000
Number of returns with qualified dividends 620
Qualified dividends amount [6] $650
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 1,160
Business or professional net income (less loss) amount $8,308,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $709,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,347,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $3,363,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $597,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $297,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $150,000
Number of returns with total statutory adjustments 1,870
Total statutory adjustments amount $2,666,000
Number of returns with educator expenses 60
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 90
Self-employment health insurance deduction amount $245,000
Number of returns with IRA payments 60
IRA payments amount $159,000
Number of returns with student loan interest deduction 760
Student loan interest deduction amount $833,000
Number of returns with tuition and fees deduction 180
Tuition and fees deduction amount $640,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $4,340,000
Amount of AGI for itemized returns $3,760,000
Number of returns with State and local income taxes 140
State and local income taxes amount $223,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $33,000
Number of returns with real estate taxes 150
Real estate taxes amount $569,000
Number of returns with taxes paid 250
Taxes paid amount $845,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $604,000
Number of returns with contributions 160
Contributions amount $208,000
Number of returns with taxable income 3,420
Taxable income amount $24,322,000
Number of returns with income tax before credits 3,380
Income tax before credits amount $2,567,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,040
Total tax credits amount $480,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 560
Nonrefundable education credit amount $388,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $56,000
Number of returns with child tax credit 80
Child tax credit amount $23,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,020
Self-employment tax amount $1,259,000
Number of returns with total tax payments 5,340
Total tax payments amount $9,278,000
Number of returns with earned income credit 1,440
Earned income credit amount [8] $1,993,000
Number of returns with excess earned income credit 1,120
Excess earned income credit (refundable) amount [9] $1,657,000
Number of returns with additional child tax credit 420
Additional child tax credit amount $517,000
Number of returns with refundable education credit 350
Refundable education credit amount $303,000
Number of returns with income tax 2,780
Income tax amount [10] $2,087,000
Number of returns with tax liability 3,480
Total tax liability amount [11] $3,459,000
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] $856,000
Number of returns with overpayments refunded 4,780
Overpayments refunded amount [13] $6,516,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $73,000

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

Number of returns 7,310
Number of single returns 6,340
Number of joint returns 550
Number of head of household returns 280
Number of returns with paid preparer's signature 2,170
Number of exemptions 8,700
Number of dependents 970
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 20
Number of refund anticipation check returns [3] 1,070
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $275,591,000
Number of returns with total income 7,310
Salaries and wages amount $281,361,000
Number of returns with salaries and wages 6,880
Salaries and wages amount $255,061
Number of returns with taxable interest 1,350
Taxable interest amount $600
Number of returns with ordinary dividends 1,010
Ordinary dividends amount $1,584,000
Number of returns with qualified dividends 930
Qualified dividends amount [6] $1,170
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 870
Business or professional net income (less loss) amount $9,407,000
Number of returns with net capital gain (less loss) 840
Net capital gain (less loss) amount $1,586,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,086,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $5,212,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [7] $1,494,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $2,218,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $503,000
Number of returns with total statutory adjustments 3,350
Total statutory adjustments amount $5,770,000
Number of returns with educator expenses 200
Educator expenses amount $44,000
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 $336,000
Number of returns with IRA payments 210
IRA payments amount $625,000
Number of returns with student loan interest deduction 2,520
Student loan interest deduction amount $3,509,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $109,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 490
Total itemized deductions amount $7,491,000
Amount of AGI for itemized returns $18,847,000
Number of returns with State and local income taxes 440
State and local income taxes amount $919,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $33,000
Number of returns with real estate taxes 260
Real estate taxes amount $948,000
Number of returns with taxes paid 490
Taxes paid amount $1,980,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,438,000
Number of returns with contributions 330
Contributions amount $793,000
Number of returns with taxable income 7,240
Taxable income amount $185,998,000
Number of returns with income tax before credits 7,200
Income tax before credits amount $24,367,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,820
Total tax credits amount $1,595,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 980
Nonrefundable education credit amount $1,156,000
Number of returns with retirement savings contribution credit 450
Retirement savings contribution credit amount $77,000
Number of returns with child tax credit 320
Child tax credit amount $291,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 740
Self-employment tax amount $1,474,000
Number of returns with total tax payments 7,160
Total tax payments amount $32,625,000
Number of returns with earned income credit 320
Earned income credit amount [8] $693,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [9] $532,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $353,000
Number of returns with refundable education credit 250
Refundable education credit amount $213,000
Number of returns with income tax 6,900
Income tax amount [10] $22,773,000
Number of returns with tax liability 7,010
Total tax liability amount [11] $24,415,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,240
Tax due at time of filing amount [12] $1,950,000
Number of returns with overpayments refunded 6,000
Overpayments refunded amount [13] $9,913,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $144,000

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

Number of returns 5,040
Number of single returns 4,240
Number of joint returns 560
Number of head of household returns 130
Number of returns with paid preparer's signature 1,560
Number of exemptions 6,200
Number of dependents 610
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 680
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $306,925,000
Number of returns with total income 5,040
Salaries and wages amount $311,712,000
Number of returns with salaries and wages 4,810
Salaries and wages amount $282,444
Number of returns with taxable interest 1,380
Taxable interest amount $692
Number of returns with ordinary dividends 1,060
Ordinary dividends amount $2,195,000
Number of returns with qualified dividends 1,000
Qualified dividends amount [6] $1,650
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $161
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $6,040,000
Number of returns with net capital gain (less loss) 950
Net capital gain (less loss) amount $2,914,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,811,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $6,077,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $1,024,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $4,392,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $964,000
Number of returns with total statutory adjustments 2,590
Total statutory adjustments amount $4,787,000
Number of returns with educator expenses 180
Educator expenses amount $41,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $396,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $319,000
Number of returns with IRA payments 170
IRA payments amount $616,000
Number of returns with student loan interest deduction 1,970
Student loan interest deduction amount $2,666,000
Number of returns with tuition and fees deduction 170
Tuition and fees deduction amount $271,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 670
Total itemized deductions amount $10,385,000
Amount of AGI for itemized returns $41,962,000
Number of returns with State and local income taxes 640
State and local income taxes amount $1,900,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $23,000
Number of returns with real estate taxes 440
Real estate taxes amount $1,387,000
Number of returns with taxes paid 670
Taxes paid amount $3,449,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,741,000
Number of returns with contributions 520
Contributions amount $1,199,000
Number of returns with taxable income 5,040
Taxable income amount $240,297,000
Number of returns with income tax before credits 5,030
Income tax before credits amount $38,063,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 850
Total tax credits amount $816,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $357,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 230
Child tax credit amount $340,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,016,000
Number of returns with total tax payments 5,000
Total tax payments amount $43,986,000
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 $60,000
Number of returns with refundable education credit 100
Refundable education credit amount $94,000
Number of returns with income tax 4,990
Income tax amount [10] $37,248,000
Number of returns with tax liability 5,010
Total tax liability amount [11] $38,437,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,080
Tax due at time of filing amount [12] $1,895,000
Number of returns with overpayments refunded 3,910
Overpayments refunded amount [13] $7,278,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $131,000

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

Number of returns 2,320
Number of single returns 1,670
Number of joint returns 530
Number of head of household returns 60
Number of returns with paid preparer's signature 800
Number of exemptions 3,250
Number of dependents 410
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] 230
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $198,781,000
Number of returns with total income 2,320
Salaries and wages amount $200,262,000
Number of returns with salaries and wages 2,180
Salaries and wages amount $175,779
Number of returns with taxable interest 940
Taxable interest amount $816
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,858,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $1,410
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $136
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $4,210,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $2,642,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,953,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $6,497,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $515,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,626,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $961,000
Number of returns with total statutory adjustments 690
Total statutory adjustments amount $1,481,000
Number of returns with educator expenses 90
Educator expenses amount $23,000
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 $217,000
Number of returns with IRA payments 50
IRA payments amount $278,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $263,000
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 610
Total itemized deductions amount $10,180,000
Amount of AGI for itemized returns $53,447,000
Number of returns with State and local income taxes 590
State and local income taxes amount $2,525,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $35,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,198,000
Number of returns with taxes paid 610
Taxes paid amount $3,859,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,658,000
Number of returns with contributions 470
Contributions amount $1,356,000
Number of returns with taxable income 2,320
Taxable income amount $161,962,000
Number of returns with income tax before credits 2,310
Income tax before credits amount $28,675,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $455,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $160,000
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 $228,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 240
Self-employment tax amount $728,000
Number of returns with total tax payments 2,300
Total tax payments amount $31,291,000
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 $41,000
Number of returns with income tax 2,310
Income tax amount [10] $28,219,000
Number of returns with tax liability 2,310
Total tax liability amount [11] $29,003,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $1,529,000
Number of returns with overpayments refunded 1,640
Overpayments refunded amount [13] $3,634,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $129,000

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

Number of returns 2,260
Number of single returns 1,050
Number of joint returns 1,110
Number of head of household returns 90
Number of returns with paid preparer's signature 1,000
Number of exemptions 4,280
Number of dependents 910
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] 170
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $304,365,000
Number of returns with total income 2,260
Salaries and wages amount $307,174,000
Number of returns with salaries and wages 2,110
Salaries and wages amount $255,394
Number of returns with taxable interest 1,300
Taxable interest amount $1,656
Number of returns with ordinary dividends 1,000
Ordinary dividends amount $4,118,000
Number of returns with qualified dividends 950
Qualified dividends amount [6] $3,189
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $495
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $9,534,000
Number of returns with net capital gain (less loss) 900
Net capital gain (less loss) amount $7,715,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,066,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $10,171,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $822,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,751,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $3,712,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $2,809,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $474,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $465,000
Number of returns with IRA payments 70
IRA payments amount $448,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $364,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $91,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,270
Total itemized deductions amount $26,157,000
Amount of AGI for itemized returns $179,781,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $8,762,000
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 920
Real estate taxes amount $3,115,000
Number of returns with taxes paid 1,270
Taxes paid amount $12,228,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $7,326,000
Number of returns with contributions 1,010
Contributions amount $2,892,000
Number of returns with taxable income 2,260
Taxable income amount $250,953,000
Number of returns with income tax before credits 2,260
Income tax before credits amount $48,133,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $57,000
Number of returns with total tax credits 700
Total tax credits amount $715,000
Number of returns with foreign tax credit 390
Foreign tax credit amount $190,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $128,000
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 $232,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,446,000
Number of returns with total tax payments 2,240
Total tax payments amount $50,139,000
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 2,250
Income tax amount [10] $47,417,000
Number of returns with tax liability 2,250
Total tax liability amount [11] $49,094,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 830
Tax due at time of filing amount [12] $4,151,000
Number of returns with overpayments refunded 1,360
Overpayments refunded amount [13] $4,736,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $438,000

Adjusted Gross Income: $200,000 or more

Number of returns 630
Number of single returns 160
Number of joint returns 450
Number of head of household returns 0
Number of returns with paid preparer's signature 400
Number of exemptions 1,530
Number of dependents 460
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] 150
Adjust gross income (AGI) [5] $262,029,000
Number of returns with total income 630
Salaries and wages amount $266,271,000
Number of returns with salaries and wages 570
Salaries and wages amount $150,808
Number of returns with taxable interest 480
Taxable interest amount $1,886
Number of returns with ordinary dividends 410
Ordinary dividends amount $7,956,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $6,320
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $501
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $7,891,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $26,188,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,898,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $4,359,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $2,177,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $40,213,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $4,242,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $981,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $552,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $26,881,000
Amount of AGI for itemized returns $241,634,000
Number of returns with State and local income taxes 550
State and local income taxes amount $14,034,000
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 440
Real estate taxes amount $2,681,000
Number of returns with taxes paid 560
Taxes paid amount $16,917,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $4,155,000
Number of returns with contributions 470
Contributions amount $4,745,000
Number of returns with taxable income 630
Taxable income amount $229,561,000
Number of returns with income tax before credits 630
Income tax before credits amount $63,241,000
Number of returns with alternative minimum tax 320
Alternative minimum tax amount $1,578,000
Number of returns with total tax credits 280
Total tax credits amount $484,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $270,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
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 140
Self-employment tax amount $922,000
Number of returns with total tax payments 620
Total tax payments amount $67,381,000
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 620
Income tax amount [10] $62,757,000
Number of returns with tax liability 630
Total tax liability amount [11] $65,821,000
Number of returns with net investment income tax 360
Net investment income tax $1,525,000
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $5,826,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $1,734,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $5,614,000

[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.