Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 02343 Income Tax Stats

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

ZIP Code 02343 Data

Zip Code:02343
City:Holbrook
State:MA [Massachusetts]
Counties: NORFOLK, MA
City Alias(es):Holbrook
Area Code:781 / 339
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02343 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02343 [1] 5,860
Total Number of Single Tax Returns for ZIP Code 02343 1,760
Total Number of Joint Tax Returns for ZIP Code 02343 1,890
Total Number of Dependents for ZIP Code 02343 2,910
Total Adjusted Gross Income for ZIP Code 02343 $365,754,000
Average Income per Person for ZIP Code 02343 $34,039
Average Income per Household for ZIP Code 02343 $62,415

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 1,690
Number of single returns 1,370
Number of joint returns 140
Number of head of household returns 160
Number of returns with paid preparer's signature 790
Number of exemptions 1,730
Number of dependents 350
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 200
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $20,013,000
Number of returns with total income 1,690
Salaries and wages amount $20,252,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $15,007
Number of returns with taxable interest 290
Taxable interest amount $141
Number of returns with ordinary dividends 140
Ordinary dividends amount $191,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $131
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $32
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,431,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $85,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $658,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $2,283,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $381,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $156,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $134,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $239,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 $63,000
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 170
Total itemized deductions amount $2,808,000
Amount of AGI for itemized returns $2,389,000
Number of returns with State and local income taxes 100
State and local income taxes amount $86,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $27,000
Number of returns with real estate taxes 150
Real estate taxes amount $913,000
Number of returns with taxes paid 170
Taxes paid amount $1,047,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $738,000
Number of returns with contributions 120
Contributions amount $174,000
Number of returns with taxable income 820
Taxable income amount $4,923,000
Number of returns with income tax before credits 830
Income tax before credits amount $525,000
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 $68,000
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 60
Nonrefundable education credit amount $38,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $210,000
Number of returns with total tax payments 1,510
Total tax payments amount $2,694,000
Number of returns with earned income credit 430
Earned income credit amount [8] $790,000
Number of returns with excess earned income credit 350
Excess earned income credit (refundable) amount [9] $713,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $185,000
Number of returns with refundable education credit 70
Refundable education credit amount $65,000
Number of returns with income tax 720
Income tax amount [10] $456,000
Number of returns with tax liability 850
Total tax liability amount [11] $700,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $139,000
Number of returns with overpayments refunded 1,410
Overpayments refunded amount [13] $2,109,000
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 1,370
Number of single returns 890
Number of joint returns 200
Number of head of household returns 240
Number of returns with paid preparer's signature 740
Number of exemptions 2,090
Number of dependents 550
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] 220
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $50,733,000
Number of returns with total income 1,370
Salaries and wages amount $51,393,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $41,136
Number of returns with taxable interest 290
Taxable interest amount $136
Number of returns with ordinary dividends 130
Ordinary dividends amount $256,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $162
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $88
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,807,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $108,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,231,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $4,222,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $610,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,581,000
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 340
Total statutory adjustments amount $660,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $240,000
Number of returns with IRA payments 40
IRA payments amount $114,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $243,000
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 350
Total itemized deductions amount $5,660,000
Amount of AGI for itemized returns $13,525,000
Number of returns with State and local income taxes 300
State and local income taxes amount $522,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $35,000
Number of returns with real estate taxes 280
Real estate taxes amount $1,523,000
Number of returns with taxes paid 350
Taxes paid amount $2,157,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,587,000
Number of returns with contributions 240
Contributions amount $380,000
Number of returns with taxable income 1,330
Taxable income amount $28,966,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $3,709,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $400,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $39,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $116,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 220
Child tax credit amount $223,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $308,000
Number of returns with total tax payments 1,340
Total tax payments amount $6,159,000
Number of returns with earned income credit 210
Earned income credit amount [8] $359,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $263,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $145,000
Number of returns with refundable education credit 70
Refundable education credit amount $62,000
Number of returns with income tax 1,210
Income tax amount [10] $3,309,000
Number of returns with tax liability 1,240
Total tax liability amount [11] $3,669,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $334,000
Number of returns with overpayments refunded 1,190
Overpayments refunded amount [13] $2,782,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $39,000

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

Number of returns 950
Number of single returns 490
Number of joint returns 270
Number of head of household returns 160
Number of returns with paid preparer's signature 530
Number of exemptions 1,690
Number of dependents 470
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] 120
Number of elderly returns [4] 250
Adjust gross income (AGI) [5] $58,459,000
Number of returns with total income 950
Salaries and wages amount $58,954,000
Number of returns with salaries and wages 850
Salaries and wages amount $47,491
Number of returns with taxable interest 300
Taxable interest amount $117
Number of returns with ordinary dividends 130
Ordinary dividends amount $290,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $212
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $126
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,398,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $181,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,102,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $4,655,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $500,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,699,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $679,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $495,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 170
Student loan interest deduction amount $199,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 490
Total itemized deductions amount $8,987,000
Amount of AGI for itemized returns $30,671,000
Number of returns with State and local income taxes 470
State and local income taxes amount $1,376,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $24,000
Number of returns with real estate taxes 430
Real estate taxes amount $2,398,000
Number of returns with taxes paid 490
Taxes paid amount $3,890,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,808,000
Number of returns with contributions 360
Contributions amount $720,000
Number of returns with taxable income 940
Taxable income amount $38,659,000
Number of returns with income tax before credits 940
Income tax before credits amount $5,661,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $406,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $74,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 200
Child tax credit amount $286,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 90
Self-employment tax amount $211,000
Number of returns with total tax payments 940
Total tax payments amount $7,495,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $31,000
Number of returns with refundable education credit 40
Refundable education credit amount $37,000
Number of returns with income tax 920
Income tax amount [10] $5,255,000
Number of returns with tax liability 930
Total tax liability amount [11] $5,505,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $399,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [13] $2,354,000
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 690
Number of single returns 250
Number of joint returns 350
Number of head of household returns 70
Number of returns with paid preparer's signature 410
Number of exemptions 1,490
Number of dependents 450
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] 70
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $59,183,000
Number of returns with total income 690
Salaries and wages amount $59,597,000
Number of returns with salaries and wages 640
Salaries and wages amount $48,535
Number of returns with taxable interest 280
Taxable interest amount $160
Number of returns with ordinary dividends 130
Ordinary dividends amount $225,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $172
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $138
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,279,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $369,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,184,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $4,543,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $396,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,281,000
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 190
Total statutory adjustments amount $414,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $138,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $97,000
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 470
Total itemized deductions amount $9,625,000
Amount of AGI for itemized returns $40,886,000
Number of returns with State and local income taxes 460
State and local income taxes amount $1,824,000
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 430
Real estate taxes amount $2,511,000
Number of returns with taxes paid 470
Taxes paid amount $4,473,000
Number of returns with mortgage interest paid 400
Mortgage interest paid amount $2,936,000
Number of returns with contributions 380
Contributions amount $700,000
Number of returns with taxable income 680
Taxable income amount $41,396,000
Number of returns with income tax before credits 680
Income tax before credits amount $6,519,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $409,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $68,000
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 $278,000
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 $221,000
Number of returns with total tax payments 680
Total tax payments amount $8,053,000
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 680
Income tax amount [10] $6,110,000
Number of returns with tax liability 680
Total tax liability amount [11] $6,398,000
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] $390,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [13] $2,015,000
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 1,020
Number of single returns 170
Number of joint returns 800
Number of head of household returns 50
Number of returns with paid preparer's signature 640
Number of exemptions 2,750
Number of dependents 930
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] 70
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $135,672,000
Number of returns with total income 1,020
Salaries and wages amount $136,386,000
Number of returns with salaries and wages 970
Salaries and wages amount $115,089
Number of returns with taxable interest 500
Taxable interest amount $462
Number of returns with ordinary dividends 270
Ordinary dividends amount $637,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $460
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $364
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,598,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $1,829,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,701,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $7,530,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $812,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,446,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,522,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $714,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $227,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $201,000
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 900
Total itemized deductions amount $21,772,000
Amount of AGI for itemized returns $121,208,000
Number of returns with State and local income taxes 890
State and local income taxes amount $5,699,000
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 860
Real estate taxes amount $5,495,000
Number of returns with taxes paid 900
Taxes paid amount $11,561,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $6,495,000
Number of returns with contributions 770
Contributions amount $1,584,000
Number of returns with taxable income 1,020
Taxable income amount $101,281,000
Number of returns with income tax before credits 1,020
Income tax before credits amount $17,517,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $88,000
Number of returns with total tax credits 430
Total tax credits amount $629,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $155,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $274,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $54,000
Number of returns with self-employment tax 120
Self-employment tax amount $280,000
Number of returns with total tax payments 1,020
Total tax payments amount $19,967,000
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 90
Refundable education credit amount $96,000
Number of returns with income tax 1,020
Income tax amount [10] $16,889,000
Number of returns with tax liability 1,020
Total tax liability amount [11] $17,324,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $962,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [13] $3,497,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $200,000

Adjusted Gross Income: $200,000 or more

Number of returns 140
Number of single returns 0
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 100
Number of exemptions 430
Number of dependents 160
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] $41,694,000
Number of returns with total income 140
Salaries and wages amount $42,201,000
Number of returns with salaries and wages 130
Salaries and wages amount $29,023
Number of returns with taxable interest 90
Taxable interest amount $112
Number of returns with ordinary dividends 70
Ordinary dividends amount $307,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $252
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $92
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,462,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $2,401,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,374,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,842,000
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 20
Taxable Social Security benefits amount $577,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $3,028,000
Number of returns with total statutory adjustments 40
Total statutory adjustments amount $507,000
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 140
Total itemized deductions amount $5,741,000
Amount of AGI for itemized returns $40,727,000
Number of returns with State and local income taxes 140
State and local income taxes amount $1,921,000
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 130
Real estate taxes amount $1,250,000
Number of returns with taxes paid 140
Taxes paid amount $3,248,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,315,000
Number of returns with contributions 130
Contributions amount $663,000
Number of returns with taxable income 140
Taxable income amount $34,375,000
Number of returns with income tax before credits 140
Income tax before credits amount $8,363,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $301,000
Number of returns with total tax credits 50
Total tax credits amount $45,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 $159,000
Number of returns with total tax payments 140
Total tax payments amount $8,064,000
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 140
Income tax amount [10] $8,259,000
Number of returns with tax liability 140
Total tax liability amount [11] $8,584,000
Number of returns with net investment income tax 50
Net investment income tax $42,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $1,211,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $504,000
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.