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ZIP Code Database - Facts & Stats

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ZIP Code 02138 Income Tax Stats

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

ZIP Code 02138 Data

Zip Code:02138
City:Cambridge
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Cambridge
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02138 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02138 [1] 15,150
Total Number of Single Tax Returns for ZIP Code 02138 2,870
Total Number of Joint Tax Returns for ZIP Code 02138 4,100
Total Number of Dependents for ZIP Code 02138 4,000
Total Adjusted Gross Income for ZIP Code 02138 $3,034,655,000
Average Income per Person for ZIP Code 02138 $83,567
Average Income per Household for ZIP Code 02138 $200,307

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 3,240
Number of single returns 2,890
Number of joint returns 170
Number of head of household returns 120
Number of returns with paid preparer's signature 1,150
Number of exemptions 2,900
Number of dependents 310
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 120
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $36,353,000
Number of returns with total income 3,240
Salaries and wages amount $38,026,000
Number of returns with salaries and wages 2,480
Salaries and wages amount $28,835
Number of returns with taxable interest 760
Taxable interest amount $463
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,808,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $1,337
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $55
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $3,730,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $1,030,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,084,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $2,298,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $297,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $198,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($319,000)
Number of returns with total statutory adjustments 880
Total statutory adjustments amount $1,673,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $185,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $233,000
Number of returns with IRA payments 30
IRA payments amount $95,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $235,000
Number of returns with tuition and fees deduction 170
Tuition and fees deduction amount $611,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $4,409,000
Amount of AGI for itemized returns $3,150,000
Number of returns with State and local income taxes 140
State and local income taxes amount $278,000
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 120
Real estate taxes amount $490,000
Number of returns with taxes paid 230
Taxes paid amount $820,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $495,000
Number of returns with contributions 140
Contributions amount $237,000
Number of returns with taxable income 1,630
Taxable income amount $10,935,000
Number of returns with income tax before credits 1,540
Income tax before credits amount $1,157,000
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 $248,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $196,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 20
Child tax credit amount $5,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 510
Self-employment tax amount $598,000
Number of returns with total tax payments 2,710
Total tax payments amount $4,351,000
Number of returns with earned income credit 680
Earned income credit amount [8] $697,000
Number of returns with excess earned income credit 510
Excess earned income credit (refundable) amount [9] $544,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $146,000
Number of returns with refundable education credit 140
Refundable education credit amount $117,000
Number of returns with income tax 1,240
Income tax amount [10] $909,000
Number of returns with tax liability 1,610
Total tax liability amount [11] $1,584,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $427,000
Number of returns with overpayments refunded 2,310
Overpayments refunded amount [13] $3,020,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $181,000

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

Number of returns 2,800
Number of single returns 2,380
Number of joint returns 200
Number of head of household returns 150
Number of returns with paid preparer's signature 870
Number of exemptions 3,330
Number of dependents 390
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
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] 280
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $105,786,000
Number of returns with total income 2,800
Salaries and wages amount $108,081,000
Number of returns with salaries and wages 2,420
Salaries and wages amount $86,601
Number of returns with taxable interest 860
Taxable interest amount $705
Number of returns with ordinary dividends 710
Ordinary dividends amount $3,196,000
Number of returns with qualified dividends 660
Qualified dividends amount [6] $2,307
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $130
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $4,753,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $2,220,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,773,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $4,377,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $537,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,764,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $240,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $2,295,000
Number of returns with educator expenses 70
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 90
Self-employment health insurance deduction amount $448,000
Number of returns with IRA payments 90
IRA payments amount $345,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $669,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $6,517,000
Amount of AGI for itemized returns $12,468,000
Number of returns with State and local income taxes 260
State and local income taxes amount $599,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $32,000
Number of returns with real estate taxes 190
Real estate taxes amount $816,000
Number of returns with taxes paid 320
Taxes paid amount $1,495,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $957,000
Number of returns with contributions 230
Contributions amount $523,000
Number of returns with taxable income 2,750
Taxable income amount $69,526,000
Number of returns with income tax before credits 2,710
Income tax before credits amount $8,889,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $917,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $677,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 150
Child tax credit amount $135,000
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 $780,000
Number of returns with total tax payments 2,650
Total tax payments amount $12,574,000
Number of returns with earned income credit 140
Earned income credit amount [8] $261,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $207,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $126,000
Number of returns with refundable education credit 90
Refundable education credit amount $88,000
Number of returns with income tax 2,560
Income tax amount [10] $7,972,000
Number of returns with tax liability 2,620
Total tax liability amount [11] $8,827,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $1,083,000
Number of returns with overpayments refunded 2,050
Overpayments refunded amount [13] $4,537,000
Number of returns with credit to next year’s estimated tax 120
Credited to next year’s estimated tax amount $263,000

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

Number of returns 2,250
Number of single returns 1,830
Number of joint returns 270
Number of head of household returns 80
Number of returns with paid preparer's signature 830
Number of exemptions 2,810
Number of dependents 310
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] 190
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $138,741,000
Number of returns with total income 2,250
Salaries and wages amount $141,426,000
Number of returns with salaries and wages 1,950
Salaries and wages amount $111,865
Number of returns with taxable interest 900
Taxable interest amount $1,075
Number of returns with ordinary dividends 740
Ordinary dividends amount $3,651,000
Number of returns with qualified dividends 700
Qualified dividends amount [6] $2,702
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $142
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $5,281,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $3,763,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,749,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $7,090,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $290,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $4,249,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $603,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $2,685,000
Number of returns with educator expenses 80
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $392,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $447,000
Number of returns with IRA payments 80
IRA payments amount $304,000
Number of returns with student loan interest deduction 510
Student loan interest deduction amount $651,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $212,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $9,164,000
Amount of AGI for itemized returns $28,123,000
Number of returns with State and local income taxes 400
State and local income taxes amount $1,437,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $28,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,170,000
Number of returns with taxes paid 440
Taxes paid amount $2,728,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,341,000
Number of returns with contributions 350
Contributions amount $1,020,000
Number of returns with taxable income 2,230
Taxable income amount $105,840,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $16,411,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $481,000
Number of returns with foreign tax credit 310
Foreign tax credit amount $58,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $200,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 140
Child tax credit amount $181,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 310
Self-employment tax amount $853,000
Number of returns with total tax payments 2,190
Total tax payments amount $19,712,000
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 $27,000
Number of returns with refundable education credit 40
Refundable education credit amount $33,000
Number of returns with income tax 2,180
Income tax amount [10] $15,930,000
Number of returns with tax liability 2,200
Total tax liability amount [11] $16,869,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $1,276,000
Number of returns with overpayments refunded 1,560
Overpayments refunded amount [13] $3,670,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $417,000

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

Number of returns 1,530
Number of single returns 1,080
Number of joint returns 350
Number of head of household returns 70
Number of returns with paid preparer's signature 660
Number of exemptions 2,190
Number of dependents 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] 110
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $132,869,000
Number of returns with total income 1,530
Salaries and wages amount $134,660,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $99,331
Number of returns with taxable interest 800
Taxable interest amount $1,013
Number of returns with ordinary dividends 680
Ordinary dividends amount $4,542,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $3,484
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $180
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $4,723,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $4,234,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $4,499,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $8,225,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $233,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $5,020,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $613,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $1,791,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $374,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $421,000
Number of returns with IRA payments 40
IRA payments amount $211,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $139,000
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 540
Total itemized deductions amount $10,779,000
Amount of AGI for itemized returns $46,964,000
Number of returns with State and local income taxes 500
State and local income taxes amount $2,260,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $34,000
Number of returns with real estate taxes 360
Real estate taxes amount $1,583,000
Number of returns with taxes paid 530
Taxes paid amount $4,038,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,880,000
Number of returns with contributions 430
Contributions amount $1,536,000
Number of returns with taxable income 1,520
Taxable income amount $105,547,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $18,124,000
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 $399,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $66,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $92,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $181,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $854,000
Number of returns with total tax payments 1,510
Total tax payments amount $20,034,000
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 30
Refundable education credit amount $27,000
Number of returns with income tax 1,500
Income tax amount [10] $17,725,000
Number of returns with tax liability 1,510
Total tax liability amount [11] $18,729,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [12] $1,537,000
Number of returns with overpayments refunded 900
Overpayments refunded amount [13] $2,439,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $374,000

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

Number of returns 2,670
Number of single returns 1,270
Number of joint returns 1,230
Number of head of household returns 90
Number of returns with paid preparer's signature 1,360
Number of exemptions 4,830
Number of dependents 940
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] 140
Number of elderly returns [4] 850
Adjust gross income (AGI) [5] $373,411,000
Number of returns with total income 2,670
Salaries and wages amount $379,639,000
Number of returns with salaries and wages 2,190
Salaries and wages amount $257,818
Number of returns with taxable interest 1,760
Taxable interest amount $2,792
Number of returns with ordinary dividends 1,500
Ordinary dividends amount $17,620,000
Number of returns with qualified dividends 1,430
Qualified dividends amount [6] $13,666
Number of returns with state and local income tax refunds 800
State and local income tax refunds amount $814
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $16,305,000
Number of returns with net capital gain (less loss) 1,410
Net capital gain (less loss) amount $19,804,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $17,582,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $22,881,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $422,000
Number of returns with taxable Social Security benefits 580
Taxable Social Security benefits amount $13,770,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $3,402,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $6,228,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,731,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,337,000
Number of returns with IRA payments 80
IRA payments amount $440,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $273,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $95,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,670
Total itemized deductions amount $45,743,000
Amount of AGI for itemized returns $242,769,000
Number of returns with State and local income taxes 1,620
State and local income taxes amount $12,193,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $69,000
Number of returns with real estate taxes 1,130
Real estate taxes amount $6,412,000
Number of returns with taxes paid 1,660
Taxes paid amount $19,023,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $8,875,000
Number of returns with contributions 1,350
Contributions amount $6,501,000
Number of returns with taxable income 2,650
Taxable income amount $298,302,000
Number of returns with income tax before credits 2,630
Income tax before credits amount $56,524,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $620,000
Number of returns with total tax credits 1,070
Total tax credits amount $1,029,000
Number of returns with foreign tax credit 750
Foreign tax credit amount $448,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $147,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $198,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 570
Self-employment tax amount $2,677,000
Number of returns with total tax payments 2,630
Total tax payments amount $61,731,000
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 $61,000
Number of returns with income tax 2,620
Income tax amount [10] $55,495,000
Number of returns with tax liability 2,630
Total tax liability amount [11] $58,567,000
Number of returns with net investment income tax 40
Net investment income tax $36,000
Number of returns with tax due at time of filing 1,030
Tax due at time of filing amount [12] $4,904,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [13] $6,093,000
Number of returns with credit to next year’s estimated tax 280
Credited to next year’s estimated tax amount $1,899,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,660
Number of single returns 650
Number of joint returns 1,880
Number of head of household returns 90
Number of returns with paid preparer's signature 2,000
Number of exemptions 6,280
Number of dependents 1,740
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] 1,230
Adjust gross income (AGI) [5] $2,247,495,000
Number of returns with total income 2,660
Salaries and wages amount $2,276,083,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $740,298
Number of returns with taxable interest 2,340
Taxable interest amount $60,328
Number of returns with ordinary dividends 2,160
Ordinary dividends amount $184,395,000
Number of returns with qualified dividends 2,100
Qualified dividends amount [6] $140,882
Number of returns with state and local income tax refunds 1,000
State and local income tax refunds amount $10,742
Number of returns with business or professional net income (less loss) 1,090
Business or professional net income (less loss) amount $97,203,000
Number of returns with net capital gain (less loss) 2,110
Net capital gain (less loss) amount $802,100,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $44,776,000
Number of returns with taxable pensions and annuities 670
Taxable pensions and annuities amount $46,478,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $287,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $25,362,000
Number of returns with partnership/S-corp net income (less loss) 860
Partnership/S-corp net income (less loss) amount $219,409,000
Number of returns with total statutory adjustments 1,230
Total statutory adjustments amount $28,588,000
Number of returns with educator expenses 40
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 340
Self-employment retirement plans amount $12,654,000
Number of returns with self-employment health insurance deduction 340
Self-employment health insurance deduction amount $4,346,000
Number of returns with IRA payments 30
IRA payments amount $264,000
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 110
Domestic production activities deduction amount $976,000
Number of returns with itemized deductions 2,540
Total itemized deductions amount $353,736,000
Amount of AGI for itemized returns $2,213,513,000
Number of returns with State and local income taxes 2,520
State and local income taxes amount $138,939,000
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 2,150
Real estate taxes amount $33,363,000
Number of returns with taxes paid 2,540
Taxes paid amount $173,603,000
Number of returns with mortgage interest paid 1,470
Mortgage interest paid amount $25,283,000
Number of returns with contributions 2,290
Contributions amount $134,249,000
Number of returns with taxable income 2,650
Taxable income amount $1,883,605,000
Number of returns with income tax before credits 2,650
Income tax before credits amount $502,366,000
Number of returns with alternative minimum tax 1,730
Alternative minimum tax amount $25,927,000
Number of returns with total tax credits 1,710
Total tax credits amount $13,149,000
Number of returns with foreign tax credit 1,520
Foreign tax credit amount $11,620,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $148,000
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 70
Residential energy tax credit amount $208,000
Number of returns with self-employment tax 1,040
Self-employment tax amount $10,054,000
Number of returns with total tax payments 2,640
Total tax payments amount $600,377,000
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 2,650
Income tax amount [10] $489,217,000
Number of returns with tax liability 2,660
Total tax liability amount [11] $538,038,000
Number of returns with net investment income tax 2,040
Net investment income tax $33,627,000
Number of returns with tax due at time of filing 1,180
Tax due at time of filing amount [12] $34,374,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $14,540,000
Number of returns with credit to next year’s estimated tax 860
Credited to next year’s estimated tax amount $80,394,000

[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.