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ZIP Code Database - Facts & Stats

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ZIP Code 02140 Income Tax Stats

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

ZIP Code 02140 Data

Zip Code:02140
City:Cambridge
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Cambridge
Area Code:617
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





02140 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02140 [1] 10,830
Total Number of Single Tax Returns for ZIP Code 02140 2,240
Total Number of Joint Tax Returns for ZIP Code 02140 3,010
Total Number of Dependents for ZIP Code 02140 3,980
Total Adjusted Gross Income for ZIP Code 02140 $1,199,502,000
Average Income per Person for ZIP Code 02140 $68,126
Average Income per Household for ZIP Code 02140 $110,757

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 2,360
Number of single returns 1,870
Number of joint returns 240
Number of head of household returns 220
Number of returns with paid preparer's signature 1,090
Number of exemptions 2,750
Number of dependents 660
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 210
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 90
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $28,667,000
Number of returns with total income 2,360
Salaries and wages amount $29,643,000
Number of returns with salaries and wages 1,760
Salaries and wages amount $22,396
Number of returns with taxable interest 430
Taxable interest amount $168
Number of returns with ordinary dividends 360
Ordinary dividends amount $825,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $569
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 520
Business or professional net income (less loss) amount $3,957,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $432,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $693,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $1,708,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $283,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $114,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $143,000
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $976,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $135,000
Number of returns with IRA payments 20
IRA payments amount $81,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $154,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $225,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 130
Total itemized deductions amount $2,193,000
Amount of AGI for itemized returns $1,802,000
Number of returns with State and local income taxes 70
State and local income taxes amount $131,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $21,000
Number of returns with real estate taxes 80
Real estate taxes amount $219,000
Number of returns with taxes paid 130
Taxes paid amount $376,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $388,000
Number of returns with contributions 90
Contributions amount $126,000
Number of returns with taxable income 1,130
Taxable income amount $7,556,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $810,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $143,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $95,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 50
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 460
Self-employment tax amount $633,000
Number of returns with total tax payments 2,080
Total tax payments amount $4,263,000
Number of returns with earned income credit 740
Earned income credit amount [8] $1,383,000
Number of returns with excess earned income credit 580
Excess earned income credit (refundable) amount [9] $1,099,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $348,000
Number of returns with refundable education credit 110
Refundable education credit amount $93,000
Number of returns with income tax 930
Income tax amount [10] $667,000
Number of returns with tax liability 1,250
Total tax liability amount [11] $1,343,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $356,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $3,231,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $22,000

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

Number of returns 2,300
Number of single returns 1,720
Number of joint returns 290
Number of head of household returns 240
Number of returns with paid preparer's signature 950
Number of exemptions 3,280
Number of dependents 740
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 110
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $85,987,000
Number of returns with total income 2,300
Salaries and wages amount $87,689,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $74,147
Number of returns with taxable interest 540
Taxable interest amount $334
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,283,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $932
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $60
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,374,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,194,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $927,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $2,882,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $503,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $1,030,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $219,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $1,702,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $285,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $256,000
Number of returns with IRA payments 70
IRA payments amount $263,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $536,000
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 260
Total itemized deductions amount $4,073,000
Amount of AGI for itemized returns $9,891,000
Number of returns with State and local income taxes 230
State and local income taxes amount $472,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $17,000
Number of returns with real estate taxes 130
Real estate taxes amount $406,000
Number of returns with taxes paid 260
Taxes paid amount $933,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $755,000
Number of returns with contributions 200
Contributions amount $418,000
Number of returns with taxable income 2,250
Taxable income amount $53,674,000
Number of returns with income tax before credits 2,230
Income tax before credits amount $6,875,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $687,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $349,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 260
Child tax credit amount $240,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $701,000
Number of returns with total tax payments 2,240
Total tax payments amount $10,568,000
Number of returns with earned income credit 290
Earned income credit amount [8] $636,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $488,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $280,000
Number of returns with refundable education credit 110
Refundable education credit amount $95,000
Number of returns with income tax 2,030
Income tax amount [10] $6,188,000
Number of returns with tax liability 2,110
Total tax liability amount [11] $6,924,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $734,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [13] $4,226,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $122,000

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

Number of returns 1,760
Number of single returns 1,340
Number of joint returns 260
Number of head of household returns 110
Number of returns with paid preparer's signature 630
Number of exemptions 2,510
Number of dependents 500
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
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] 160
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $107,738,000
Number of returns with total income 1,760
Salaries and wages amount $109,334,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $94,368
Number of returns with taxable interest 650
Taxable interest amount $328
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,259,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $907
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,852,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,473,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,169,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $3,966,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $503,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,096,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $167,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,596,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $255,000
Number of returns with IRA payments 70
IRA payments amount $285,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $582,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $86,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,472,000
Amount of AGI for itemized returns $20,476,000
Number of returns with State and local income taxes 310
State and local income taxes amount $1,000,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $31,000
Number of returns with real estate taxes 220
Real estate taxes amount $655,000
Number of returns with taxes paid 330
Taxes paid amount $1,731,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,402,000
Number of returns with contributions 270
Contributions amount $770,000
Number of returns with taxable income 1,750
Taxable income amount $81,559,000
Number of returns with income tax before credits 1,740
Income tax before credits amount $12,756,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $536,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 200
Child tax credit amount $278,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $56,000
Number of returns with self-employment tax 210
Self-employment tax amount $476,000
Number of returns with total tax payments 1,740
Total tax payments amount $15,066,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $40,000
Number of returns with refundable education credit 50
Refundable education credit amount $56,000
Number of returns with income tax 1,700
Income tax amount [10] $12,221,000
Number of returns with tax liability 1,720
Total tax liability amount [11] $12,762,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 390
Tax due at time of filing amount [12] $671,000
Number of returns with overpayments refunded 1,320
Overpayments refunded amount [13] $2,832,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $135,000

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

Number of returns 1,170
Number of single returns 760
Number of joint returns 300
Number of head of household returns 70
Number of returns with paid preparer's signature 440
Number of exemptions 1,780
Number of dependents 320
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] 80
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $100,858,000
Number of returns with total income 1,170
Salaries and wages amount $102,224,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $82,656
Number of returns with taxable interest 570
Taxable interest amount $424
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,651,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,205
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $144
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $3,727,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $2,029,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,228,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,669,000
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 160
Taxable Social Security benefits amount $2,920,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $457,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $1,366,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $206,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $316,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $115,000
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 340
Total itemized deductions amount $6,540,000
Amount of AGI for itemized returns $29,950,000
Number of returns with State and local income taxes 330
State and local income taxes amount $1,403,000
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 260
Real estate taxes amount $869,000
Number of returns with taxes paid 340
Taxes paid amount $2,355,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,665,000
Number of returns with contributions 290
Contributions amount $842,000
Number of returns with taxable income 1,160
Taxable income amount $80,308,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $13,907,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $340,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $26,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $87,000
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 $159,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $573,000
Number of returns with total tax payments 1,160
Total tax payments amount $15,428,000
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 $37,000
Number of returns with income tax 1,160
Income tax amount [10] $13,567,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $14,177,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 380
Tax due at time of filing amount [12] $891,000
Number of returns with overpayments refunded 750
Overpayments refunded amount [13] $1,924,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $210,000

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

Number of returns 1,920
Number of single returns 910
Number of joint returns 900
Number of head of household returns 70
Number of returns with paid preparer's signature 890
Number of exemptions 3,590
Number of dependents 770
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] 440
Adjust gross income (AGI) [5] $269,987,000
Number of returns with total income 1,920
Salaries and wages amount $273,906,000
Number of returns with salaries and wages 1,710
Salaries and wages amount $212,724
Number of returns with taxable interest 1,260
Taxable interest amount $1,435
Number of returns with ordinary dividends 1,020
Ordinary dividends amount $8,077,000
Number of returns with qualified dividends 970
Qualified dividends amount [6] $6,170
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $476
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $11,437,000
Number of returns with net capital gain (less loss) 930
Net capital gain (less loss) amount $10,101,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $6,469,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $10,983,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $449,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $5,930,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,949,000
Number of returns with total statutory adjustments 620
Total statutory adjustments amount $3,919,000
Number of returns with educator expenses 50
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,238,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $782,000
Number of returns with IRA payments 70
IRA payments amount $404,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $161,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,170
Total itemized deductions amount $27,387,000
Amount of AGI for itemized returns $173,108,000
Number of returns with State and local income taxes 1,150
State and local income taxes amount $8,575,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $60,000
Number of returns with real estate taxes 830
Real estate taxes amount $3,508,000
Number of returns with taxes paid 1,170
Taxes paid amount $12,345,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $6,946,000
Number of returns with contributions 930
Contributions amount $3,326,000
Number of returns with taxable income 1,910
Taxable income amount $220,752,000
Number of returns with income tax before credits 1,910
Income tax before credits amount $42,556,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $238,000
Number of returns with total tax credits 720
Total tax credits amount $675,000
Number of returns with foreign tax credit 500
Foreign tax credit amount $291,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $70,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $94,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $115,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $48,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,700,000
Number of returns with total tax payments 1,900
Total tax payments amount $45,701,000
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 50
Refundable education credit amount $57,000
Number of returns with income tax 1,900
Income tax amount [10] $41,882,000
Number of returns with tax liability 1,910
Total tax liability amount [11] $43,728,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 730
Tax due at time of filing amount [12] $3,192,000
Number of returns with overpayments refunded 1,050
Overpayments refunded amount [13] $4,098,000
Number of returns with credit to next year’s estimated tax 170
Credited to next year’s estimated tax amount $1,015,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,320
Number of single returns 250
Number of joint returns 1,020
Number of head of household returns 40
Number of returns with paid preparer's signature 830
Number of exemptions 3,320
Number of dependents 990
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] 360
Adjust gross income (AGI) [5] $606,265,000
Number of returns with total income 1,320
Salaries and wages amount $615,592,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $350,188
Number of returns with taxable interest 1,110
Taxable interest amount $4,940
Number of returns with ordinary dividends 990
Ordinary dividends amount $32,171,000
Number of returns with qualified dividends 950
Qualified dividends amount [6] $25,773
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $1,694
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $26,347,000
Number of returns with net capital gain (less loss) 970
Net capital gain (less loss) amount $99,390,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $8,039,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $11,213,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $319,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $6,154,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $33,005,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $9,327,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $4,145,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,251,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $335,000
Number of returns with itemized deductions 1,220
Total itemized deductions amount $69,983,000
Amount of AGI for itemized returns $575,307,000
Number of returns with State and local income taxes 1,210
State and local income taxes amount $31,451,000
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 960
Real estate taxes amount $7,358,000
Number of returns with taxes paid 1,220
Taxes paid amount $39,368,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $11,000,000
Number of returns with contributions 1,050
Contributions amount $19,292,000
Number of returns with taxable income 1,320
Taxable income amount $526,229,000
Number of returns with income tax before credits 1,320
Income tax before credits amount $140,822,000
Number of returns with alternative minimum tax 730
Alternative minimum tax amount $5,045,000
Number of returns with total tax credits 770
Total tax credits amount $3,374,000
Number of returns with foreign tax credit 630
Foreign tax credit amount $2,589,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $86,000
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 40
Residential energy tax credit amount $96,000
Number of returns with self-employment tax 390
Self-employment tax amount $3,212,000
Number of returns with total tax payments 1,320
Total tax payments amount $149,112,000
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 1,320
Income tax amount [10] $137,448,000
Number of returns with tax liability 1,320
Total tax liability amount [11] $146,426,000
Number of returns with net investment income tax 870
Net investment income tax $4,087,000
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $13,518,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $4,102,000
Number of returns with credit to next year’s estimated tax 260
Credited to next year’s estimated tax amount $11,939,000

[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.