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ZIP Code Database - Facts & Stats

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ZIP Code 02338 Income Tax Stats

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

ZIP Code 02338 Data

Zip Code:02338
City:Halifax
State:MA [Massachusetts]
Counties: PLYMOUTH, MA
City Alias(es):Halifax
Area Code:781 / 339
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





02338 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02338 [1] 4,170
Total Number of Single Tax Returns for ZIP Code 02338 1,520
Total Number of Joint Tax Returns for ZIP Code 02338 1,660
Total Number of Dependents for ZIP Code 02338 1,980
Total Adjusted Gross Income for ZIP Code 02338 $289,889,000
Average Income per Person for ZIP Code 02338 $38,559
Average Income per Household for ZIP Code 02338 $69,518

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 1,210
Number of single returns 990
Number of joint returns 140
Number of head of household returns 70
Number of returns with paid preparer's signature 600
Number of exemptions 1,150
Number of dependents 160
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $14,097,000
Number of returns with total income 1,210
Salaries and wages amount $14,384,000
Number of returns with salaries and wages 900
Salaries and wages amount $10,094
Number of returns with taxable interest 250
Taxable interest amount $122
Number of returns with ordinary dividends 110
Ordinary dividends amount $117,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $65
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $19
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,044,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $78,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $673,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $1,973,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $168,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $174,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $65,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $287,000
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 $111,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $45,000
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 110
Total itemized deductions amount $1,579,000
Amount of AGI for itemized returns $1,533,000
Number of returns with State and local income taxes 50
State and local income taxes amount $58,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $22,000
Number of returns with real estate taxes 100
Real estate taxes amount $497,000
Number of returns with taxes paid 110
Taxes paid amount $595,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $483,000
Number of returns with contributions 70
Contributions amount $53,000
Number of returns with taxable income 590
Taxable income amount $3,675,000
Number of returns with income tax before credits 590
Income tax before credits amount $394,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $53,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 $29,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 20
Child tax credit amount $8,000
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 $162,000
Number of returns with total tax payments 1,070
Total tax payments amount $1,760,000
Number of returns with earned income credit 210
Earned income credit amount [8] $382,000
Number of returns with excess earned income credit 170
Excess earned income credit (refundable) amount [9] $329,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $83,000
Number of returns with refundable education credit 50
Refundable education credit amount $38,000
Number of returns with income tax 520
Income tax amount [10] $341,000
Number of returns with tax liability 600
Total tax liability amount [11] $518,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $85,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $1,308,000
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 840
Number of single returns 590
Number of joint returns 140
Number of head of household returns 100
Number of returns with paid preparer's signature 460
Number of exemptions 1,220
Number of dependents 250
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] 130
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $31,000,000
Number of returns with total income 840
Salaries and wages amount $31,493,000
Number of returns with salaries and wages 720
Salaries and wages amount $24,570
Number of returns with taxable interest 210
Taxable interest amount $97
Number of returns with ordinary dividends 90
Ordinary dividends amount $128,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $74
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,349,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $98,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $616,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $2,783,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $384,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $1,060,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $493,000
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 $121,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $160,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 210
Total itemized deductions amount $3,339,000
Amount of AGI for itemized returns $8,255,000
Number of returns with State and local income taxes 190
State and local income taxes amount $345,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $16,000
Number of returns with real estate taxes 190
Real estate taxes amount $893,000
Number of returns with taxes paid 210
Taxes paid amount $1,291,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,114,000
Number of returns with contributions 150
Contributions amount $206,000
Number of returns with taxable income 820
Taxable income amount $17,885,000
Number of returns with income tax before credits 820
Income tax before credits amount $2,296,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $186,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $62,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 100
Child tax credit amount $91,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $222,000
Number of returns with total tax payments 820
Total tax payments amount $3,681,000
Number of returns with earned income credit 110
Earned income credit amount [8] $206,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [9] $147,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $82,000
Number of returns with refundable education credit 30
Refundable education credit amount $25,000
Number of returns with income tax 760
Income tax amount [10] $2,110,000
Number of returns with tax liability 790
Total tax liability amount [11] $2,365,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $182,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [13] $1,464,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $122,000

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

Number of returns 630
Number of single returns 330
Number of joint returns 210
Number of head of household returns 70
Number of returns with paid preparer's signature 360
Number of exemptions 1,080
Number of dependents 240
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] 200
Adjust gross income (AGI) [5] $38,587,000
Number of returns with total income 630
Salaries and wages amount $39,115,000
Number of returns with salaries and wages 540
Salaries and wages amount $29,416
Number of returns with taxable interest 210
Taxable interest amount $106
Number of returns with ordinary dividends 120
Ordinary dividends amount $237,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $144
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $91
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,303,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $200,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $929,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $3,986,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $257,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $2,144,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $450,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $528,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $197,000
Number of returns with IRA payments 40
IRA payments amount $182,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $107,000
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 310
Total itemized deductions amount $5,161,000
Amount of AGI for itemized returns $19,560,000
Number of returns with State and local income taxes 290
State and local income taxes amount $840,000
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 290
Real estate taxes amount $1,370,000
Number of returns with taxes paid 310
Taxes paid amount $2,298,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,826,000
Number of returns with contributions 240
Contributions amount $343,000
Number of returns with taxable income 630
Taxable income amount $26,136,000
Number of returns with income tax before credits 630
Income tax before credits amount $3,820,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $225,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $55,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 100
Child tax credit amount $138,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 70
Self-employment tax amount $225,000
Number of returns with total tax payments 620
Total tax payments amount $5,047,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $30,000
Number of returns with income tax 610
Income tax amount [10] $3,595,000
Number of returns with tax liability 620
Total tax liability amount [11] $3,859,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $330,000
Number of returns with overpayments refunded 490
Overpayments refunded amount [13] $1,462,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 480
Number of single returns 140
Number of joint returns 290
Number of head of household returns 40
Number of returns with paid preparer's signature 300
Number of exemptions 1,060
Number of dependents 290
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] 50
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $41,363,000
Number of returns with total income 480
Salaries and wages amount $41,774,000
Number of returns with salaries and wages 440
Salaries and wages amount $33,197
Number of returns with taxable interest 200
Taxable interest amount $100
Number of returns with ordinary dividends 90
Ordinary dividends amount $112,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $80
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $118
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,328,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $264,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $972,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,217,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $236,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,130,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $411,000
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 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 60
Student loan interest deduction amount $58,000
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 330
Total itemized deductions amount $6,238,000
Amount of AGI for itemized returns $28,547,000
Number of returns with State and local income taxes 320
State and local income taxes amount $1,328,000
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 310
Real estate taxes amount $1,628,000
Number of returns with taxes paid 330
Taxes paid amount $3,060,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,063,000
Number of returns with contributions 270
Contributions amount $348,000
Number of returns with taxable income 480
Taxable income amount $29,099,000
Number of returns with income tax before credits 480
Income tax before credits amount $4,431,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $278,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $51,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $194,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $210,000
Number of returns with total tax payments 470
Total tax payments amount $5,486,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $28,000
Number of returns with income tax 470
Income tax amount [10] $4,153,000
Number of returns with tax liability 470
Total tax liability amount [11] $4,388,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $267,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [13] $1,300,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 850
Number of single returns 90
Number of joint returns 740
Number of head of household returns 40
Number of returns with paid preparer's signature 550
Number of exemptions 2,430
Number of dependents 840
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] 50
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $117,325,000
Number of returns with total income 850
Salaries and wages amount $118,541,000
Number of returns with salaries and wages 820
Salaries and wages amount $98,582
Number of returns with taxable interest 420
Taxable interest amount $202
Number of returns with ordinary dividends 230
Ordinary dividends amount $424,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $242
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $301
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $3,354,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $1,057,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,437,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $7,640,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $496,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,904,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,422,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $1,216,000
Number of returns with educator expenses 80
Educator expenses amount $23,000
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 $460,000
Number of returns with IRA payments 30
IRA payments amount $152,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $163,000
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 760
Total itemized deductions amount $19,209,000
Amount of AGI for itemized returns $106,297,000
Number of returns with State and local income taxes 750
State and local income taxes amount $5,023,000
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 750
Real estate taxes amount $4,724,000
Number of returns with taxes paid 760
Taxes paid amount $10,076,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $6,339,000
Number of returns with contributions 660
Contributions amount $1,145,000
Number of returns with taxable income 850
Taxable income amount $87,177,000
Number of returns with income tax before credits 850
Income tax before credits amount $15,019,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $53,000
Number of returns with total tax credits 350
Total tax credits amount $454,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $65,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $119,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $215,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 130
Self-employment tax amount $493,000
Number of returns with total tax payments 850
Total tax payments amount $17,038,000
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 $71,000
Number of returns with income tax 850
Income tax amount [10] $14,565,000
Number of returns with tax liability 850
Total tax liability amount [11] $15,197,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $987,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $2,721,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $235,000

Adjusted Gross Income: $200,000 or more

Number of returns 160
Number of single returns 0
Number of joint returns 140
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 490
Number of dependents 200
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] 30
Adjust gross income (AGI) [5] $47,517,000
Number of returns with total income 160
Salaries and wages amount $48,463,000
Number of returns with salaries and wages 150
Salaries and wages amount $33,018
Number of returns with taxable interest 110
Taxable interest amount $89
Number of returns with ordinary dividends 70
Ordinary dividends amount $187,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $121
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $104
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $2,436,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $1,955,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $974,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $7,070,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $946,000
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 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 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 160
Total itemized deductions amount $6,046,000
Amount of AGI for itemized returns $47,076,000
Number of returns with State and local income taxes 160
State and local income taxes amount $2,295,000
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 150
Real estate taxes amount $1,314,000
Number of returns with taxes paid 160
Taxes paid amount $3,712,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,457,000
Number of returns with contributions 140
Contributions amount $593,000
Number of returns with taxable income 160
Taxable income amount $39,786,000
Number of returns with income tax before credits 160
Income tax before credits amount $9,807,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $352,000
Number of returns with total tax credits 40
Total tax credits amount $55,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 20
Self-employment tax amount $251,000
Number of returns with total tax payments 160
Total tax payments amount $10,054,000
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 160
Income tax amount [10] $9,713,000
Number of returns with tax liability 160
Total tax liability amount [11] $10,122,000
Number of returns with net investment income tax 60
Net investment income tax $57,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $961,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [13] $613,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.