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ZIP Code Database - Facts & Stats

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ZIP Code 02171 Income Tax Stats

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

ZIP Code 02171 Data

Zip Code:02171
City:Quincy
State:MA [Massachusetts]
Counties: NORFOLK, MA
City Alias(es):Quincy
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02171 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02171 [1] 10,500
Total Number of Single Tax Returns for ZIP Code 02171 3,100
Total Number of Joint Tax Returns for ZIP Code 02171 3,390
Total Number of Dependents for ZIP Code 02171 3,580
Total Adjusted Gross Income for ZIP Code 02171 $801,150,000
Average Income per Person for ZIP Code 02171 $45,235
Average Income per Household for ZIP Code 02171 $76,300

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 2,910
Number of single returns 2,140
Number of joint returns 510
Number of head of household returns 220
Number of returns with paid preparer's signature 1,570
Number of exemptions 3,460
Number of dependents 600
Total number of volunteer prepared returns [5] 120
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 160
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $36,824,000
Number of returns with total income 2,910
Salaries and wages amount $37,618,000
Number of returns with salaries and wages 2,220
Salaries and wages amount $28,094
Number of returns with taxable interest 510
Taxable interest amount $333
Number of returns with ordinary dividends 290
Ordinary dividends amount $401,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $253
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $3,424,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $98,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,341,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $3,255,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $462,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $242,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $122,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $794,000
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 30
Self-employment health insurance deduction amount $83,000
Number of returns with IRA payments 20
IRA payments amount $84,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $162,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $3,910,000
Amount of AGI for itemized returns $3,444,000
Number of returns with State and local income taxes 140
State and local income taxes amount $174,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $38,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,229,000
Number of returns with taxes paid 240
Taxes paid amount $1,479,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $737,000
Number of returns with contributions 160
Contributions amount $193,000
Number of returns with taxable income 1,360
Taxable income amount $8,094,000
Number of returns with income tax before credits 1,410
Income tax before credits amount $885,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $121,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 60
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 410
Self-employment tax amount $517,000
Number of returns with total tax payments 2,590
Total tax payments amount $4,654,000
Number of returns with earned income credit 940
Earned income credit amount [8] $1,554,000
Number of returns with excess earned income credit 740
Excess earned income credit (refundable) amount [9] $1,363,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $336,000
Number of returns with refundable education credit 150
Refundable education credit amount $123,000
Number of returns with income tax 1,210
Income tax amount [10] $764,000
Number of returns with tax liability 1,500
Total tax liability amount [11] $1,344,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $375,000
Number of returns with overpayments refunded 2,290
Overpayments refunded amount [13] $3,649,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $60,000

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

Number of returns 2,370
Number of single returns 1,520
Number of joint returns 630
Number of head of household returns 180
Number of returns with paid preparer's signature 1,230
Number of exemptions 3,850
Number of dependents 880
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 200
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $88,346,000
Number of returns with total income 2,370
Salaries and wages amount $89,926,000
Number of returns with salaries and wages 2,080
Salaries and wages amount $73,551
Number of returns with taxable interest 580
Taxable interest amount $458
Number of returns with ordinary dividends 310
Ordinary dividends amount $711,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $476
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $97
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $4,045,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $650,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,535,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $5,613,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $550,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $1,876,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $646,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $1,580,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $221,000
Number of returns with IRA payments 60
IRA payments amount $299,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $506,000
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 420
Total itemized deductions amount $6,808,000
Amount of AGI for itemized returns $16,032,000
Number of returns with State and local income taxes 350
State and local income taxes amount $608,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $55,000
Number of returns with real estate taxes 360
Real estate taxes amount $2,044,000
Number of returns with taxes paid 410
Taxes paid amount $2,798,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,785,000
Number of returns with contributions 290
Contributions amount $442,000
Number of returns with taxable income 2,290
Taxable income amount $50,178,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $6,486,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $614,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $260,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $62,000
Number of returns with child tax credit 290
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 280
Self-employment tax amount $666,000
Number of returns with total tax payments 2,310
Total tax payments amount $10,151,000
Number of returns with earned income credit 390
Earned income credit amount [8] $904,000
Number of returns with excess earned income credit 310
Excess earned income credit (refundable) amount [9] $741,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $366,000
Number of returns with refundable education credit 150
Refundable education credit amount $137,000
Number of returns with income tax 2,010
Income tax amount [10] $5,872,000
Number of returns with tax liability 2,100
Total tax liability amount [11] $6,631,000
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] $824,000
Number of returns with overpayments refunded 1,860
Overpayments refunded amount [13] $4,250,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,820
Number of single returns 1,210
Number of joint returns 460
Number of head of household returns 120
Number of returns with paid preparer's signature 800
Number of exemptions 2,800
Number of dependents 520
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] 190
Number of elderly returns [4] 480
Adjust gross income (AGI) [5] $111,792,000
Number of returns with total income 1,820
Salaries and wages amount $113,264,000
Number of returns with salaries and wages 1,600
Salaries and wages amount $90,540
Number of returns with taxable interest 640
Taxable interest amount $445
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,064,000
Number of returns with qualified dividends 360
Qualified dividends amount [6] $778
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $162
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $3,033,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $1,103,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,386,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $8,511,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $548,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,170,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $779,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,472,000
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 $289,000
Number of returns with IRA payments 80
IRA payments amount $392,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $483,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 580
Total itemized deductions amount $9,712,000
Amount of AGI for itemized returns $36,367,000
Number of returns with State and local income taxes 520
State and local income taxes amount $1,541,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $34,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,653,000
Number of returns with taxes paid 580
Taxes paid amount $4,353,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,398,000
Number of returns with contributions 450
Contributions amount $780,000
Number of returns with taxable income 1,810
Taxable income amount $80,516,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $12,270,000
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 $579,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $168,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 210
Child tax credit amount $299,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 190
Self-employment tax amount $499,000
Number of returns with total tax payments 1,800
Total tax payments amount $14,754,000
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 40
Additional child tax credit amount $36,000
Number of returns with refundable education credit 80
Refundable education credit amount $80,000
Number of returns with income tax 1,770
Income tax amount [10] $11,691,000
Number of returns with tax liability 1,790
Total tax liability amount [11] $12,267,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $952,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $3,345,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $69,000

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

Number of returns 1,140
Number of single returns 650
Number of joint returns 400
Number of head of household returns 70
Number of returns with paid preparer's signature 630
Number of exemptions 1,890
Number of dependents 360
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] 330
Adjust gross income (AGI) [5] $98,282,000
Number of returns with total income 1,140
Salaries and wages amount $98,978,000
Number of returns with salaries and wages 1,000
Salaries and wages amount $78,098
Number of returns with taxable interest 530
Taxable interest amount $411
Number of returns with ordinary dividends 300
Ordinary dividends amount $1,122,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $864
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,466,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,248,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,665,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $7,915,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $374,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $3,726,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,039,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $696,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $485,000
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $74,000
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 560
Total itemized deductions amount $10,989,000
Amount of AGI for itemized returns $48,053,000
Number of returns with State and local income taxes 520
State and local income taxes amount $2,214,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $37,000
Number of returns with real estate taxes 460
Real estate taxes amount $2,696,000
Number of returns with taxes paid 550
Taxes paid amount $5,097,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,823,000
Number of returns with contributions 430
Contributions amount $902,000
Number of returns with taxable income 1,130
Taxable income amount $74,340,000
Number of returns with income tax before credits 1,130
Income tax before credits amount $12,438,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $366,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
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 $97,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $209,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $251,000
Number of returns with total tax payments 1,130
Total tax payments amount $14,377,000
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 40
Refundable education credit amount $39,000
Number of returns with income tax 1,130
Income tax amount [10] $12,072,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $12,382,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $710,000
Number of returns with overpayments refunded 840
Overpayments refunded amount [13] $2,581,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $112,000

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

Number of returns 1,670
Number of single returns 620
Number of joint returns 960
Number of head of household returns 80
Number of returns with paid preparer's signature 960
Number of exemptions 3,490
Number of dependents 860
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] 450
Adjust gross income (AGI) [5] $228,749,000
Number of returns with total income 1,670
Salaries and wages amount $230,919,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $181,360
Number of returns with taxable interest 970
Taxable interest amount $863
Number of returns with ordinary dividends 630
Ordinary dividends amount $2,750,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $2,093
Number of returns with state and local income tax refunds 690
State and local income tax refunds amount $405
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $5,263,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $4,333,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $7,324,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $15,741,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $472,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $6,302,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $4,677,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $2,170,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $293,000
Number of returns with IRA payments 50
IRA payments amount $356,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $170,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $54,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $333,000
Number of returns with itemized deductions 1,220
Total itemized deductions amount $28,421,000
Amount of AGI for itemized returns $172,002,000
Number of returns with State and local income taxes 1,200
State and local income taxes amount $8,075,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,050
Real estate taxes amount $6,729,000
Number of returns with taxes paid 1,220
Taxes paid amount $15,234,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $7,923,000
Number of returns with contributions 990
Contributions amount $2,271,000
Number of returns with taxable income 1,670
Taxable income amount $181,314,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $34,007,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $77,000
Number of returns with total tax credits 540
Total tax credits amount $609,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $59,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $135,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $188,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 220
Self-employment tax amount $849,000
Number of returns with total tax payments 1,660
Total tax payments amount $36,948,000
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 80
Refundable education credit amount $73,000
Number of returns with income tax 1,660
Income tax amount [10] $33,398,000
Number of returns with tax liability 1,660
Total tax liability amount [11] $34,434,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $2,576,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $4,713,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $343,000

Adjusted Gross Income: $200,000 or more

Number of returns 590
Number of single returns 140
Number of joint returns 430
Number of head of household returns 0
Number of returns with paid preparer's signature 430
Number of exemptions 1,390
Number of dependents 360
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] 180
Adjust gross income (AGI) [5] $237,157,000
Number of returns with total income 590
Salaries and wages amount $240,942,000
Number of returns with salaries and wages 530
Salaries and wages amount $147,908
Number of returns with taxable interest 450
Taxable interest amount $2,238
Number of returns with ordinary dividends 380
Ordinary dividends amount $7,801,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $6,318
Number of returns with state and local income tax refunds 250
State and local income tax refunds amount $445
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $7,126,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $29,345,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $4,868,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $5,276,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $235,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,763,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $26,241,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $3,785,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $706,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $581,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $25,391,000
Amount of AGI for itemized returns $228,763,000
Number of returns with State and local income taxes 560
State and local income taxes amount $12,240,000
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 490
Real estate taxes amount $5,212,000
Number of returns with taxes paid 560
Taxes paid amount $17,759,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $4,937,000
Number of returns with contributions 490
Contributions amount $2,478,000
Number of returns with taxable income 590
Taxable income amount $207,351,000
Number of returns with income tax before credits 590
Income tax before credits amount $55,246,000
Number of returns with alternative minimum tax 330
Alternative minimum tax amount $1,950,000
Number of returns with total tax credits 240
Total tax credits amount $691,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $196,000
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 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $927,000
Number of returns with total tax payments 590
Total tax payments amount $53,914,000
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 590
Income tax amount [10] $54,203,000
Number of returns with tax liability 590
Total tax liability amount [11] $56,656,000
Number of returns with net investment income tax 340
Net investment income tax $885,000
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $7,260,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $2,021,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,416,000

[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.