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ZIP Code Database - Facts & Stats

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ZIP Code 02301 Income Tax Stats

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

ZIP Code 02301 Data

Zip Code:02301
City:Brockton
State:MA [Massachusetts]
Counties: PLYMOUTH, MA
City Alias(es):Brockton
Area Code:508 / 774
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02301 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02301 [1] 31,660
Total Number of Single Tax Returns for ZIP Code 02301 6,450
Total Number of Joint Tax Returns for ZIP Code 02301 6,590
Total Number of Dependents for ZIP Code 02301 21,290
Total Adjusted Gross Income for ZIP Code 02301 $1,356,747,000
Average Income per Person for ZIP Code 02301 $22,233
Average Income per Household for ZIP Code 02301 $42,854

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 12,580
Number of single returns 8,530
Number of joint returns 880
Number of head of household returns 2,960
Number of returns with paid preparer's signature 7,710
Number of exemptions 17,210
Number of dependents 6,070
Total number of volunteer prepared returns [5] 390
Number of volunteer income tax assistance (VITA) prepared returns [3] 280
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 120
Number of refund anticipation check returns [3] 3,340
Number of elderly returns [4] 1,700
Adjust gross income (AGI) [5] $163,855,000
Number of returns with total income 12,580
Salaries and wages amount $165,323,000
Number of returns with salaries and wages 10,890
Salaries and wages amount $143,388
Number of returns with taxable interest 960
Taxable interest amount $488
Number of returns with ordinary dividends 360
Ordinary dividends amount $560,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $376
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $173
Number of returns with business or professional net income (less loss) 1,550
Business or professional net income (less loss) amount $9,201,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $229,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,203,000
Number of returns with taxable pensions and annuities 930
Taxable pensions and annuities amount $6,841,000
Number of farm returns 0
Number of returns with unemployment compensation 580
Unemployment compensation amount [7] $2,626,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $624,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $103,000
Number of returns with total statutory adjustments 1,590
Total statutory adjustments amount $1,468,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $105,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $303,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $117,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 720
Total itemized deductions amount $9,439,000
Amount of AGI for itemized returns $11,507,000
Number of returns with State and local income taxes 510
State and local income taxes amount $513,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $75,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,567,000
Number of returns with taxes paid 720
Taxes paid amount $2,320,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $2,125,000
Number of returns with contributions 470
Contributions amount $765,000
Number of returns with taxable income 6,020
Taxable income amount $36,285,000
Number of returns with income tax before credits 6,230
Income tax before credits amount $3,946,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,890
Total tax credits amount $740,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 540
Nonrefundable education credit amount $333,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $64,000
Number of returns with child tax credit 840
Child tax credit amount $287,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,210
Self-employment tax amount $1,594,000
Number of returns with total tax payments 11,780
Total tax payments amount $30,942,000
Number of returns with earned income credit 5,210
Earned income credit amount [8] $13,367,000
Number of returns with excess earned income credit 4,730
Excess earned income credit (refundable) amount [9] $12,395,000
Number of returns with additional child tax credit 3,100
Additional child tax credit amount $3,498,000
Number of returns with refundable education credit 770
Refundable education credit amount $652,000
Number of returns with income tax 4,780
Income tax amount [10] $3,206,000
Number of returns with tax liability 5,850
Total tax liability amount [11] $5,018,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 860
Tax due at time of filing amount [12] $832,000
Number of returns with overpayments refunded 11,250
Overpayments refunded amount [13] $26,713,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 9,820
Number of single returns 4,750
Number of joint returns 1,280
Number of head of household returns 3,500
Number of returns with paid preparer's signature 6,250
Number of exemptions 18,380
Number of dependents 7,330
Total number of volunteer prepared returns [5] 210
Number of volunteer income tax assistance (VITA) prepared returns [3] 160
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 2,840
Number of elderly returns [4] 1,230
Adjust gross income (AGI) [5] $353,482,000
Number of returns with total income 9,820
Salaries and wages amount $355,752,000
Number of returns with salaries and wages 9,300
Salaries and wages amount $327,244
Number of returns with taxable interest 1,200
Taxable interest amount $359
Number of returns with ordinary dividends 350
Ordinary dividends amount $507,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $327
Number of returns with state and local income tax refunds 1,100
State and local income tax refunds amount $670
Number of returns with business or professional net income (less loss) 980
Business or professional net income (less loss) amount $6,571,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $499,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $2,279,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $12,314,000
Number of farm returns 0
Number of returns with unemployment compensation 560
Unemployment compensation amount [7] $3,716,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $4,031,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $925,000
Number of returns with total statutory adjustments 1,660
Total statutory adjustments amount $2,270,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
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 $172,000
Number of returns with IRA payments 90
IRA payments amount $231,000
Number of returns with student loan interest deduction 920
Student loan interest deduction amount $997,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,240
Total itemized deductions amount $34,904,000
Amount of AGI for itemized returns $85,690,000
Number of returns with State and local income taxes 2,120
State and local income taxes amount $3,853,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $74,000
Number of returns with real estate taxes 1,230
Real estate taxes amount $4,356,000
Number of returns with taxes paid 2,230
Taxes paid amount $8,906,000
Number of returns with mortgage interest paid 1,160
Mortgage interest paid amount $7,481,000
Number of returns with contributions 1,600
Contributions amount $3,484,000
Number of returns with taxable income 9,540
Taxable income amount $182,094,000
Number of returns with income tax before credits 9,560
Income tax before credits amount $23,115,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 4,590
Total tax credits amount $4,577,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 740
Child and dependent care credit amount $421,000
Number of returns with nonrefundable education credit 970
Nonrefundable education credit amount $1,045,000
Number of returns with retirement savings contribution credit 1,500
Retirement savings contribution credit amount $249,000
Number of returns with child tax credit 3,030
Child tax credit amount $2,825,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 630
Self-employment tax amount $1,291,000
Number of returns with total tax payments 9,720
Total tax payments amount $46,473,000
Number of returns with earned income credit 3,060
Earned income credit amount [8] $6,087,000
Number of returns with excess earned income credit 2,510
Excess earned income credit (refundable) amount [9] $5,142,000
Number of returns with additional child tax credit 2,010
Additional child tax credit amount $2,381,000
Number of returns with refundable education credit 770
Refundable education credit amount $680,000
Number of returns with income tax 7,600
Income tax amount [10] $18,538,000
Number of returns with tax liability 7,960
Total tax liability amount [11] $20,185,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 960
Tax due at time of filing amount [12] $1,452,000
Number of returns with overpayments refunded 8,820
Overpayments refunded amount [13] $27,437,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $71,000

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

Number of returns 4,550
Number of single returns 1,810
Number of joint returns 1,410
Number of head of household returns 1,140
Number of returns with paid preparer's signature 2,910
Number of exemptions 9,530
Number of dependents 3,570
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 880
Number of elderly returns [4] 900
Adjust gross income (AGI) [5] $278,128,000
Number of returns with total income 4,550
Salaries and wages amount $280,049,000
Number of returns with salaries and wages 4,240
Salaries and wages amount $242,359
Number of returns with taxable interest 1,080
Taxable interest amount $499
Number of returns with ordinary dividends 370
Ordinary dividends amount $869,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $594
Number of returns with state and local income tax refunds 1,210
State and local income tax refunds amount $687
Number of returns with business or professional net income (less loss) 580
Business or professional net income (less loss) amount $4,221,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $810,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,573,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $17,018,000
Number of farm returns 0
Number of returns with unemployment compensation 270
Unemployment compensation amount [7] $2,302,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $7,532,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,460,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $1,921,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $343,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $230,000
Number of returns with IRA payments 60
IRA payments amount $200,000
Number of returns with student loan interest deduction 640
Student loan interest deduction amount $702,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $77,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,080
Total itemized deductions amount $36,690,000
Amount of AGI for itemized returns $128,976,000
Number of returns with State and local income taxes 1,990
State and local income taxes amount $5,826,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $81,000
Number of returns with real estate taxes 1,580
Real estate taxes amount $5,787,000
Number of returns with taxes paid 2,080
Taxes paid amount $12,326,000
Number of returns with mortgage interest paid 1,500
Mortgage interest paid amount $10,252,000
Number of returns with contributions 1,580
Contributions amount $3,893,000
Number of returns with taxable income 4,540
Taxable income amount $179,579,000
Number of returns with income tax before credits 4,540
Income tax before credits amount $25,978,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,950
Total tax credits amount $3,016,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $186,000
Number of returns with nonrefundable education credit 470
Nonrefundable education credit amount $607,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 1,460
Child tax credit amount $2,099,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $62,000
Number of returns with self-employment tax 390
Self-employment tax amount $819,000
Number of returns with total tax payments 4,510
Total tax payments amount $34,892,000
Number of returns with earned income credit 40
Earned income credit amount [8] $14,000
Number of returns with excess earned income credit 20
Excess earned income credit (refundable) amount [9] $10,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $213,000
Number of returns with refundable education credit 390
Refundable education credit amount $363,000
Number of returns with income tax 4,350
Income tax amount [10] $22,962,000
Number of returns with tax liability 4,390
Total tax liability amount [11] $24,021,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 740
Tax due at time of filing amount [12] $1,600,000
Number of returns with overpayments refunded 3,790
Overpayments refunded amount [13] $12,306,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $55,000

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

Number of returns 2,170
Number of single returns 610
Number of joint returns 1,110
Number of head of household returns 390
Number of returns with paid preparer's signature 1,440
Number of exemptions 5,260
Number of dependents 1,980
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] 320
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $186,528,000
Number of returns with total income 2,170
Salaries and wages amount $187,552,000
Number of returns with salaries and wages 2,030
Salaries and wages amount $158,344
Number of returns with taxable interest 710
Taxable interest amount $381
Number of returns with ordinary dividends 260
Ordinary dividends amount $576,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $441
Number of returns with state and local income tax refunds 840
State and local income tax refunds amount $488
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,599,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $719,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,791,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $13,077,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $1,202,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $5,959,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,403,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,024,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $143,000
Number of returns with IRA payments 30
IRA payments amount $156,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $241,000
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 1,370
Total itemized deductions amount $27,688,000
Amount of AGI for itemized returns $119,141,000
Number of returns with State and local income taxes 1,340
State and local income taxes amount $5,490,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $68,000
Number of returns with real estate taxes 1,180
Real estate taxes amount $4,564,000
Number of returns with taxes paid 1,370
Taxes paid amount $10,613,000
Number of returns with mortgage interest paid 1,120
Mortgage interest paid amount $8,488,000
Number of returns with contributions 1,080
Contributions amount $3,021,000
Number of returns with taxable income 2,160
Taxable income amount $128,976,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $20,004,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $29,000
Number of returns with total tax credits 930
Total tax credits amount $1,562,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $310,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 710
Child tax credit amount $1,095,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $59,000
Number of returns with self-employment tax 240
Self-employment tax amount $516,000
Number of returns with total tax payments 2,150
Total tax payments amount $24,733,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 20
Additional child tax credit amount $22,000
Number of returns with refundable education credit 180
Refundable education credit amount $167,000
Number of returns with income tax 2,140
Income tax amount [10] $18,442,000
Number of returns with tax liability 2,150
Total tax liability amount [11] $19,145,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $1,148,000
Number of returns with overpayments refunded 1,700
Overpayments refunded amount [13] $6,632,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $60,000

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

Number of returns 2,290
Number of single returns 370
Number of joint returns 1,720
Number of head of household returns 180
Number of returns with paid preparer's signature 1,480
Number of exemptions 6,150
Number of dependents 2,150
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] 200
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $300,227,000
Number of returns with total income 2,290
Salaries and wages amount $302,062,000
Number of returns with salaries and wages 2,160
Salaries and wages amount $245,943
Number of returns with taxable interest 1,050
Taxable interest amount $947
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,897,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $1,505
Number of returns with state and local income tax refunds 1,310
State and local income tax refunds amount $877
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $5,049,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $3,826,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $6,184,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $23,719,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [7] $1,575,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $8,091,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $2,468,000
Number of returns with total statutory adjustments 730
Total statutory adjustments amount $1,835,000
Number of returns with educator expenses 140
Educator expenses amount $38,000
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 $212,000
Number of returns with IRA payments 40
IRA payments amount $214,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $429,000
Number of returns with tuition and fees deduction 40
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 1,860
Total itemized deductions amount $44,070,000
Amount of AGI for itemized returns $248,216,000
Number of returns with State and local income taxes 1,830
State and local income taxes amount $11,698,000
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 1,720
Real estate taxes amount $7,472,000
Number of returns with taxes paid 1,860
Taxes paid amount $19,934,000
Number of returns with mortgage interest paid 1,620
Mortgage interest paid amount $12,934,000
Number of returns with contributions 1,600
Contributions amount $5,291,000
Number of returns with taxable income 2,290
Taxable income amount $226,040,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $39,325,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $156,000
Number of returns with total tax credits 900
Total tax credits amount $1,337,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $147,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $414,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $611,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $70,000
Number of returns with self-employment tax 270
Self-employment tax amount $878,000
Number of returns with total tax payments 2,280
Total tax payments amount $43,329,000
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 250
Refundable education credit amount $259,000
Number of returns with income tax 2,280
Income tax amount [10] $37,988,000
Number of returns with tax liability 2,280
Total tax liability amount [11] $39,237,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $3,032,000
Number of returns with overpayments refunded 1,590
Overpayments refunded amount [13] $6,842,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $219,000

Adjusted Gross Income: $200,000 or more

Number of returns 250
Number of single returns 50
Number of joint returns 190
Number of head of household returns 0
Number of returns with paid preparer's signature 190
Number of exemptions 630
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] 0
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $74,527,000
Number of returns with total income 250
Salaries and wages amount $75,685,000
Number of returns with salaries and wages 210
Salaries and wages amount $39,179
Number of returns with taxable interest 160
Taxable interest amount $1,275
Number of returns with ordinary dividends 110
Ordinary dividends amount $2,728,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $2,151
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $260
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $5,043,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $8,110,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $2,409,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $5,415,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,260,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $7,272,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,158,000
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 20
Self-employment health insurance deduction amount $223,000
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 240
Total itemized deductions amount $9,495,000
Amount of AGI for itemized returns $69,454,000
Number of returns with State and local income taxes 230
State and local income taxes amount $3,604,000
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 220
Real estate taxes amount $1,476,000
Number of returns with taxes paid 240
Taxes paid amount $5,188,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,999,000
Number of returns with contributions 210
Contributions amount $1,475,000
Number of returns with taxable income 250
Taxable income amount $62,694,000
Number of returns with income tax before credits 250
Income tax before credits amount $14,750,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $522,000
Number of returns with total tax credits 70
Total tax credits amount $76,000
Number of returns with foreign tax credit 40
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 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 50
Self-employment tax amount $432,000
Number of returns with total tax payments 240
Total tax payments amount $14,023,000
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 250
Income tax amount [10] $14,604,000
Number of returns with tax liability 250
Total tax liability amount [11] $15,504,000
Number of returns with net investment income tax 100
Net investment income tax $273,000
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $2,820,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $548,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $508,000

[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.