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 02359 Income Tax Stats

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

ZIP Code 02359 Data

Zip Code:02359
City:Pembroke
State:MA [Massachusetts]
Counties: PLYMOUTH, MA
City Alias(es):Pembroke
Area Code:781
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02359 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02359 [1] 9,200
Total Number of Single Tax Returns for ZIP Code 02359 3,180
Total Number of Joint Tax Returns for ZIP Code 02359 3,790
Total Number of Dependents for ZIP Code 02359 5,100
Total Adjusted Gross Income for ZIP Code 02359 $791,715,000
Average Income per Person for ZIP Code 02359 $44,409
Average Income per Household for ZIP Code 02359 $86,056

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 2,560
Number of single returns 2,200
Number of joint returns 190
Number of head of household returns 140
Number of returns with paid preparer's signature 1,190
Number of exemptions 2,010
Number of dependents 310
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 220
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $27,825,000
Number of returns with total income 2,560
Salaries and wages amount $28,454,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $20,808
Number of returns with taxable interest 460
Taxable interest amount $218
Number of returns with ordinary dividends 280
Ordinary dividends amount $378,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $230
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $1,978,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $151,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,301,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,908,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $274,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $264,000
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 370
Total statutory adjustments amount $629,000
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 40
Self-employment health insurance deduction amount $184,000
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 $172,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $48,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $4,701,000
Amount of AGI for itemized returns $3,385,000
Number of returns with State and local income taxes 130
State and local income taxes amount $137,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $48,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,084,000
Number of returns with taxes paid 250
Taxes paid amount $1,319,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,040,000
Number of returns with contributions 160
Contributions amount $191,000
Number of returns with taxable income 1,220
Taxable income amount $7,565,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $804,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $82,000
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 90
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 20
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $308,000
Number of returns with total tax payments 2,270
Total tax payments amount $3,210,000
Number of returns with earned income credit 380
Earned income credit amount [8] $637,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $534,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $138,000
Number of returns with refundable education credit 100
Refundable education credit amount $86,000
Number of returns with income tax 1,090
Income tax amount [10] $722,000
Number of returns with tax liability 1,250
Total tax liability amount [11] $1,066,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $189,000
Number of returns with overpayments refunded 2,120
Overpayments refunded amount [13] $2,263,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $61,000

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

Number of returns 1,570
Number of single returns 1,110
Number of joint returns 250
Number of head of household returns 170
Number of returns with paid preparer's signature 760
Number of exemptions 2,250
Number of dependents 460
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] 220
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $58,291,000
Number of returns with total income 1,570
Salaries and wages amount $59,474,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $45,002
Number of returns with taxable interest 400
Taxable interest amount $244
Number of returns with ordinary dividends 220
Ordinary dividends amount $534,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $343
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $119
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,829,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $502,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,600,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $5,044,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $659,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $2,335,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $511,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $1,183,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $273,000
Number of returns with IRA payments 50
IRA payments amount $164,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $375,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 420
Total itemized deductions amount $7,100,000
Amount of AGI for itemized returns $16,338,000
Number of returns with State and local income taxes 350
State and local income taxes amount $618,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $49,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,984,000
Number of returns with taxes paid 420
Taxes paid amount $2,739,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $2,036,000
Number of returns with contributions 320
Contributions amount $389,000
Number of returns with taxable income 1,520
Taxable income amount $33,917,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $4,309,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $375,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 180
Child tax credit amount $170,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $457,000
Number of returns with total tax payments 1,520
Total tax payments amount $6,809,000
Number of returns with earned income credit 180
Earned income credit amount [8] $335,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [9] $249,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $139,000
Number of returns with refundable education credit 70
Refundable education credit amount $66,000
Number of returns with income tax 1,400
Income tax amount [10] $3,934,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $4,440,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $492,000
Number of returns with overpayments refunded 1,310
Overpayments refunded amount [13] $2,804,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,220
Number of single returns 700
Number of joint returns 340
Number of head of household returns 140
Number of returns with paid preparer's signature 710
Number of exemptions 2,020
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] 130
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $75,558,000
Number of returns with total income 1,220
Salaries and wages amount $76,634,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $56,619
Number of returns with taxable interest 450
Taxable interest amount $342
Number of returns with ordinary dividends 250
Ordinary dividends amount $561,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $340
Number of returns with state and local income tax refunds 350
State and local income tax refunds amount $160
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,779,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $604,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,223,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $7,819,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $607,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $3,929,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $266,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,076,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $220,000
Number of returns with IRA payments 30
IRA payments amount $144,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $273,000
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 630
Total itemized deductions amount $11,380,000
Amount of AGI for itemized returns $39,683,000
Number of returns with State and local income taxes 580
State and local income taxes amount $1,692,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $30,000
Number of returns with real estate taxes 580
Real estate taxes amount $2,831,000
Number of returns with taxes paid 630
Taxes paid amount $4,708,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,736,000
Number of returns with contributions 490
Contributions amount $672,000
Number of returns with taxable income 1,210
Taxable income amount $51,314,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $7,535,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $432,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $85,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 200
Child tax credit amount $284,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 130
Self-employment tax amount $432,000
Number of returns with total tax payments 1,200
Total tax payments amount $9,781,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 40
Additional child tax credit amount $44,000
Number of returns with refundable education credit 50
Refundable education credit amount $49,000
Number of returns with income tax 1,170
Income tax amount [10] $7,103,000
Number of returns with tax liability 1,190
Total tax liability amount [11] $7,595,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $598,000
Number of returns with overpayments refunded 960
Overpayments refunded amount [13] $2,723,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $50,000

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

Number of returns 960
Number of single returns 310
Number of joint returns 540
Number of head of household returns 90
Number of returns with paid preparer's signature 610
Number of exemptions 2,110
Number of dependents 610
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $83,380,000
Number of returns with total income 960
Salaries and wages amount $84,098,000
Number of returns with salaries and wages 840
Salaries and wages amount $62,035
Number of returns with taxable interest 450
Taxable interest amount $300
Number of returns with ordinary dividends 250
Ordinary dividends amount $779,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $556
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $199
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,281,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $780,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,747,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $8,144,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $571,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,406,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $747,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $718,000
Number of returns with educator expenses 70
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 20
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 20
IRA payments amount $106,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $129,000
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 670
Total itemized deductions amount $13,780,000
Amount of AGI for itemized returns $58,466,000
Number of returns with State and local income taxes 640
State and local income taxes amount $2,555,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $26,000
Number of returns with real estate taxes 630
Real estate taxes amount $3,267,000
Number of returns with taxes paid 670
Taxes paid amount $6,055,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $4,582,000
Number of returns with contributions 550
Contributions amount $792,000
Number of returns with taxable income 950
Taxable income amount $57,991,000
Number of returns with income tax before credits 950
Income tax before credits amount $8,912,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $523,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $108,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 230
Child tax credit amount $360,000
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 $390,000
Number of returns with total tax payments 950
Total tax payments amount $10,889,000
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 60
Refundable education credit amount $57,000
Number of returns with income tax 950
Income tax amount [10] $8,389,000
Number of returns with tax liability 950
Total tax liability amount [11] $8,828,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $610,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $2,559,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $92,000

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

Number of returns 2,170
Number of single returns 260
Number of joint returns 1,810
Number of head of household returns 100
Number of returns with paid preparer's signature 1,360
Number of exemptions 6,230
Number of dependents 2,260
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] 570
Adjust gross income (AGI) [5] $305,283,000
Number of returns with total income 2,170
Salaries and wages amount $308,191,000
Number of returns with salaries and wages 2,050
Salaries and wages amount $252,651
Number of returns with taxable interest 1,160
Taxable interest amount $1,015
Number of returns with ordinary dividends 730
Ordinary dividends amount $1,939,000
Number of returns with qualified dividends 680
Qualified dividends amount [6] $1,446
Number of returns with state and local income tax refunds 1,260
State and local income tax refunds amount $758
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $8,472,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $3,943,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $6,949,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $18,494,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [7] $1,181,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $7,221,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $3,199,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $2,908,000
Number of returns with educator expenses 160
Educator expenses amount $44,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $596,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $598,000
Number of returns with IRA payments 70
IRA payments amount $369,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $334,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $42,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,900
Total itemized deductions amount $49,064,000
Amount of AGI for itemized returns $271,829,000
Number of returns with State and local income taxes 1,870
State and local income taxes amount $12,875,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $40,000
Number of returns with real estate taxes 1,830
Real estate taxes amount $11,238,000
Number of returns with taxes paid 1,900
Taxes paid amount $24,916,000
Number of returns with mortgage interest paid 1,710
Mortgage interest paid amount $16,309,000
Number of returns with contributions 1,670
Contributions amount $3,179,000
Number of returns with taxable income 2,170
Taxable income amount $227,670,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $39,805,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $102,000
Number of returns with total tax credits 960
Total tax credits amount $1,141,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $156,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $350,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $528,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $62,000
Number of returns with self-employment tax 330
Self-employment tax amount $1,314,000
Number of returns with total tax payments 2,160
Total tax payments amount $44,995,000
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 230
Refundable education credit amount $224,000
Number of returns with income tax 2,160
Income tax amount [10] $38,664,000
Number of returns with tax liability 2,160
Total tax liability amount [11] $40,210,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $2,528,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $6,962,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $216,000

Adjusted Gross Income: $200,000 or more

Number of returns 720
Number of single returns 50
Number of joint returns 660
Number of head of household returns 0
Number of returns with paid preparer's signature 490
Number of exemptions 2,370
Number of dependents 990
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] 30
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $241,378,000
Number of returns with total income 720
Salaries and wages amount $245,511,000
Number of returns with salaries and wages 680
Salaries and wages amount $178,340
Number of returns with taxable interest 500
Taxable interest amount $953
Number of returns with ordinary dividends 390
Ordinary dividends amount $5,069,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $4,257
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $480
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $6,760,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $11,116,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $3,222,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $6,245,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $413,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,794,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $26,942,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $4,133,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $821,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $889,000
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 50
Domestic production activities deduction amount $1,336,000
Number of returns with itemized deductions 710
Total itemized deductions amount $29,614,000
Amount of AGI for itemized returns $236,729,000
Number of returns with State and local income taxes 710
State and local income taxes amount $12,129,000
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 700
Real estate taxes amount $6,135,000
Number of returns with taxes paid 710
Taxes paid amount $18,680,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $7,637,000
Number of returns with contributions 650
Contributions amount $2,917,000
Number of returns with taxable income 720
Taxable income amount $204,198,000
Number of returns with income tax before credits 720
Income tax before credits amount $52,397,000
Number of returns with alternative minimum tax 460
Alternative minimum tax amount $1,941,000
Number of returns with total tax credits 280
Total tax credits amount $339,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $63,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 130
Self-employment tax amount $966,000
Number of returns with total tax payments 720
Total tax payments amount $52,084,000
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 720
Income tax amount [10] $52,058,000
Number of returns with tax liability 720
Total tax liability amount [11] $54,034,000
Number of returns with net investment income tax 320
Net investment income tax $418,000
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $5,530,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [13] $2,253,000
Number of returns with credit to next year’s estimated tax 70
Credited to next year’s estimated tax amount $1,292,000

[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.