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ZIP Code Database - Facts & Stats

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ZIP Code 02144 Income Tax Stats

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

ZIP Code 02144 Data

Zip Code:02144
City:Somerville
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Somerville
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





02144 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02144 [1] 14,550
Total Number of Single Tax Returns for ZIP Code 02144 2,120
Total Number of Joint Tax Returns for ZIP Code 02144 2,760
Total Number of Dependents for ZIP Code 02144 2,450
Total Adjusted Gross Income for ZIP Code 02144 $1,283,056,000
Average Income per Person for ZIP Code 02144 $53,705
Average Income per Household for ZIP Code 02144 $88,183

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 2,700
Number of single returns 2,340
Number of joint returns 160
Number of head of household returns 170
Number of returns with paid preparer's signature 1,050
Number of exemptions 2,700
Number of dependents 340
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
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] 310
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $35,291,000
Number of returns with total income 2,700
Salaries and wages amount $36,556,000
Number of returns with salaries and wages 2,040
Salaries and wages amount $27,197
Number of returns with taxable interest 610
Taxable interest amount $517
Number of returns with ordinary dividends 470
Ordinary dividends amount $759,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $525
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $3,455,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $570,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $977,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $2,726,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $401,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $205,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($193,000)
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $1,265,000
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 $133,000
Number of returns with IRA payments 30
IRA payments amount $135,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $311,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $331,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 190
Total itemized deductions amount $3,087,000
Amount of AGI for itemized returns $2,568,000
Number of returns with State and local income taxes 100
State and local income taxes amount $144,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $33,000
Number of returns with real estate taxes 140
Real estate taxes amount $643,000
Number of returns with taxes paid 190
Taxes paid amount $853,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $452,000
Number of returns with contributions 120
Contributions amount $149,000
Number of returns with taxable income 1,530
Taxable income amount $11,082,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $1,160,000
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 $199,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 420
Self-employment tax amount $523,000
Number of returns with total tax payments 2,370
Total tax payments amount $4,273,000
Number of returns with earned income credit 600
Earned income credit amount [8] $824,000
Number of returns with excess earned income credit 470
Excess earned income credit (refundable) amount [9] $681,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $189,000
Number of returns with refundable education credit 110
Refundable education credit amount $95,000
Number of returns with income tax 1,260
Income tax amount [10] $961,000
Number of returns with tax liability 1,530
Total tax liability amount [11] $1,528,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $344,000
Number of returns with overpayments refunded 2,110
Overpayments refunded amount [13] $3,054,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $29,000

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

Number of returns 3,590
Number of single returns 3,180
Number of joint returns 200
Number of head of household returns 150
Number of returns with paid preparer's signature 1,040
Number of exemptions 4,090
Number of dependents 370
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] 470
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $136,847,000
Number of returns with total income 3,590
Salaries and wages amount $139,848,000
Number of returns with salaries and wages 3,290
Salaries and wages amount $122,471
Number of returns with taxable interest 880
Taxable interest amount $440
Number of returns with ordinary dividends 680
Ordinary dividends amount $1,248,000
Number of returns with qualified dividends 640
Qualified dividends amount [6] $931
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $85
Number of returns with business or professional net income (less loss) 440
Business or professional net income (less loss) amount $4,149,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,012,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,234,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $4,279,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $720,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,539,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $120,000
Number of returns with total statutory adjustments 1,570
Total statutory adjustments amount $3,001,000
Number of returns with educator expenses 120
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $291,000
Number of returns with IRA payments 140
IRA payments amount $458,000
Number of returns with student loan interest deduction 1,110
Student loan interest deduction amount $1,476,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $76,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $4,253,000
Amount of AGI for itemized returns $9,767,000
Number of returns with State and local income taxes 200
State and local income taxes amount $502,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $30,000
Number of returns with real estate taxes 170
Real estate taxes amount $861,000
Number of returns with taxes paid 250
Taxes paid amount $1,446,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $657,000
Number of returns with contributions 190
Contributions amount $384,000
Number of returns with taxable income 3,560
Taxable income amount $93,510,000
Number of returns with income tax before credits 3,540
Income tax before credits amount $12,213,000
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 $698,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $497,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 140
Child tax credit amount $128,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 370
Self-employment tax amount $672,000
Number of returns with total tax payments 3,520
Total tax payments amount $16,338,000
Number of returns with earned income credit 130
Earned income credit amount [8] $256,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $217,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $136,000
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 3,420
Income tax amount [10] $11,516,000
Number of returns with tax liability 3,460
Total tax liability amount [11] $12,262,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $906,000
Number of returns with overpayments refunded 2,910
Overpayments refunded amount [13] $4,840,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $107,000

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

Number of returns 3,200
Number of single returns 2,840
Number of joint returns 240
Number of head of household returns 60
Number of returns with paid preparer's signature 840
Number of exemptions 3,660
Number of dependents 240
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 420
Number of elderly returns [4] 320
Adjust gross income (AGI) [5] $196,834,000
Number of returns with total income 3,200
Salaries and wages amount $199,872,000
Number of returns with salaries and wages 3,000
Salaries and wages amount $178,199
Number of returns with taxable interest 1,050
Taxable interest amount $595
Number of returns with ordinary dividends 850
Ordinary dividends amount $1,518,000
Number of returns with qualified dividends 800
Qualified dividends amount [6] $1,127
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $114
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $4,431,000
Number of returns with net capital gain (less loss) 690
Net capital gain (less loss) amount $1,661,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,905,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $5,372,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $526,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $2,917,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $634,000
Number of returns with total statutory adjustments 1,540
Total statutory adjustments amount $3,038,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $426,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $320,000
Number of returns with IRA payments 120
IRA payments amount $409,000
Number of returns with student loan interest deduction 1,160
Student loan interest deduction amount $1,444,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $184,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,960,000
Amount of AGI for itemized returns $23,341,000
Number of returns with State and local income taxes 340
State and local income taxes amount $1,037,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $31,000
Number of returns with real estate taxes 260
Real estate taxes amount $1,203,000
Number of returns with taxes paid 370
Taxes paid amount $2,343,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,156,000
Number of returns with contributions 290
Contributions amount $583,000
Number of returns with taxable income 3,190
Taxable income amount $156,727,000
Number of returns with income tax before credits 3,190
Income tax before credits amount $25,233,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $382,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $170,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 90
Child tax credit amount $128,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 270
Self-employment tax amount $686,000
Number of returns with total tax payments 3,170
Total tax payments amount $28,604,000
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 $39,000
Number of returns with income tax 3,170
Income tax amount [10] $24,851,000
Number of returns with tax liability 3,180
Total tax liability amount [11] $25,618,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $1,348,000
Number of returns with overpayments refunded 2,440
Overpayments refunded amount [13] $4,162,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $152,000

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

Number of returns 1,670
Number of single returns 1,310
Number of joint returns 290
Number of head of household returns 30
Number of returns with paid preparer's signature 540
Number of exemptions 2,150
Number of dependents 190
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] 160
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $143,096,000
Number of returns with total income 1,670
Salaries and wages amount $144,130,000
Number of returns with salaries and wages 1,560
Salaries and wages amount $124,852
Number of returns with taxable interest 780
Taxable interest amount $572
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,795,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,306
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,506,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $2,449,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,778,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $3,856,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $284,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,738,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $671,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $1,034,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
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 $223,000
Number of returns with IRA payments 40
IRA payments amount $147,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $110,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $7,545,000
Amount of AGI for itemized returns $34,007,000
Number of returns with State and local income taxes 370
State and local income taxes amount $1,779,000
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 290
Real estate taxes amount $1,391,000
Number of returns with taxes paid 390
Taxes paid amount $3,255,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,730,000
Number of returns with contributions 300
Contributions amount $700,000
Number of returns with taxable income 1,660
Taxable income amount $117,614,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $21,146,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $260,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $33,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $122,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $594,000
Number of returns with total tax payments 1,650
Total tax payments amount $23,216,000
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 1,650
Income tax amount [10] $20,887,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $21,538,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $1,027,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $2,505,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $187,000

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

Number of returns 2,220
Number of single returns 1,160
Number of joint returns 980
Number of head of household returns 70
Number of returns with paid preparer's signature 900
Number of exemptions 3,820
Number of dependents 610
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] 160
Number of elderly returns [4] 340
Adjust gross income (AGI) [5] $305,710,000
Number of returns with total income 2,220
Salaries and wages amount $309,146,000
Number of returns with salaries and wages 2,100
Salaries and wages amount $260,258
Number of returns with taxable interest 1,430
Taxable interest amount $1,466
Number of returns with ordinary dividends 1,150
Ordinary dividends amount $5,545,000
Number of returns with qualified dividends 1,090
Qualified dividends amount [6] $4,123
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $457
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $9,095,000
Number of returns with net capital gain (less loss) 1,020
Net capital gain (less loss) amount $8,874,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,781,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $8,295,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $492,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $4,343,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,464,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $3,436,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $837,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $610,000
Number of returns with IRA payments 90
IRA payments amount $501,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $259,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $104,000
Number of returns with itemized deductions 1,280
Total itemized deductions amount $27,030,000
Amount of AGI for itemized returns $185,528,000
Number of returns with State and local income taxes 1,260
State and local income taxes amount $9,231,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $37,000
Number of returns with real estate taxes 840
Real estate taxes amount $4,381,000
Number of returns with taxes paid 1,280
Taxes paid amount $13,875,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $6,962,000
Number of returns with contributions 1,010
Contributions amount $2,873,000
Number of returns with taxable income 2,220
Taxable income amount $254,165,000
Number of returns with income tax before credits 2,220
Income tax before credits amount $49,614,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $139,000
Number of returns with total tax credits 790
Total tax credits amount $738,000
Number of returns with foreign tax credit 550
Foreign tax credit amount $194,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $65,000
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 $116,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $156,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,398,000
Number of returns with total tax payments 2,210
Total tax payments amount $52,682,000
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 $36,000
Number of returns with income tax 2,210
Income tax amount [10] $48,876,000
Number of returns with tax liability 2,220
Total tax liability amount [11] $50,431,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 810
Tax due at time of filing amount [12] $3,226,000
Number of returns with overpayments refunded 1,320
Overpayments refunded amount [13] $4,792,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $653,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,170
Number of single returns 250
Number of joint returns 890
Number of head of household returns 0
Number of returns with paid preparer's signature 700
Number of exemptions 2,760
Number of dependents 700
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] 160
Adjust gross income (AGI) [5] $465,278,000
Number of returns with total income 1,170
Salaries and wages amount $471,242,000
Number of returns with salaries and wages 1,110
Salaries and wages amount $330,330
Number of returns with taxable interest 1,000
Taxable interest amount $2,413
Number of returns with ordinary dividends 900
Ordinary dividends amount $14,417,000
Number of returns with qualified dividends 860
Qualified dividends amount [6] $11,111
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $796
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $19,227,000
Number of returns with net capital gain (less loss) 900
Net capital gain (less loss) amount $62,116,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $3,458,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $4,401,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $251,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,659,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $24,702,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $5,964,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,502,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $796,000
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 1,090
Total itemized deductions amount $47,562,000
Amount of AGI for itemized returns $433,901,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $22,600,000
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 890
Real estate taxes amount $6,967,000
Number of returns with taxes paid 1,090
Taxes paid amount $29,920,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $10,540,000
Number of returns with contributions 930
Contributions amount $7,413,000
Number of returns with taxable income 1,170
Taxable income amount $409,327,000
Number of returns with income tax before credits 1,170
Income tax before credits amount $106,795,000
Number of returns with alternative minimum tax 660
Alternative minimum tax amount $3,099,000
Number of returns with total tax credits 660
Total tax credits amount $1,551,000
Number of returns with foreign tax credit 530
Foreign tax credit amount $785,000
Number of returns with child and dependent care credit 160
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 60
Residential energy tax credit amount $265,000
Number of returns with self-employment tax 290
Self-employment tax amount $2,156,000
Number of returns with total tax payments 1,170
Total tax payments amount $102,392,000
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 1,170
Income tax amount [10] $105,243,000
Number of returns with tax liability 1,170
Total tax liability amount [11] $111,227,000
Number of returns with net investment income tax 800
Net investment income tax $2,403,000
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $14,735,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $3,284,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $2,551,000

[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.