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ZIP Code Database - Facts & Stats

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ZIP Code 02368 Income Tax Stats

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

ZIP Code 02368 Data

Zip Code:02368
City:Randolph
State:MA [Massachusetts]
Counties: NORFOLK, MA
City Alias(es):Randolph
Area Code:781 / 339
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02368 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02368 [1] 18,310
Total Number of Single Tax Returns for ZIP Code 02368 4,610
Total Number of Joint Tax Returns for ZIP Code 02368 4,810
Total Number of Dependents for ZIP Code 02368 9,670
Total Adjusted Gross Income for ZIP Code 02368 $1,022,981,000
Average Income per Person for ZIP Code 02368 $31,811
Average Income per Household for ZIP Code 02368 $55,870

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 5,850
Number of single returns 4,340
Number of joint returns 510
Number of head of household returns 890
Number of returns with paid preparer's signature 3,290
Number of exemptions 6,800
Number of dependents 1,760
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 150
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 80
Number of refund anticipation check returns [3] 1,010
Number of elderly returns [4] 1,140
Adjust gross income (AGI) [5] $71,269,000
Number of returns with total income 5,850
Salaries and wages amount $72,454,000
Number of returns with salaries and wages 4,670
Salaries and wages amount $56,724
Number of returns with taxable interest 740
Taxable interest amount $323
Number of returns with ordinary dividends 320
Ordinary dividends amount $477,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $289
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $102
Number of returns with business or professional net income (less loss) 930
Business or professional net income (less loss) amount $5,568,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $163,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $1,851,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $5,456,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [7] $1,047,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $508,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $151,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $1,185,000
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 $112,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $267,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 450
Total itemized deductions amount $6,959,000
Amount of AGI for itemized returns $6,706,000
Number of returns with State and local income taxes 270
State and local income taxes amount $278,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $61,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,736,000
Number of returns with taxes paid 450
Taxes paid amount $2,134,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,927,000
Number of returns with contributions 290
Contributions amount $420,000
Number of returns with taxable income 2,720
Taxable income amount $16,824,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $1,808,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $288,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $176,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $37,000
Number of returns with child tax credit 150
Child tax credit amount $52,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 750
Self-employment tax amount $959,000
Number of returns with total tax payments 5,320
Total tax payments amount $11,143,000
Number of returns with earned income credit 1,900
Earned income credit amount [8] $4,007,000
Number of returns with excess earned income credit 1,580
Excess earned income credit (refundable) amount [9] $3,520,000
Number of returns with additional child tax credit 860
Additional child tax credit amount $981,000
Number of returns with refundable education credit 390
Refundable education credit amount $350,000
Number of returns with income tax 2,310
Income tax amount [10] $1,520,000
Number of returns with tax liability 2,930
Total tax liability amount [11] $2,581,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $512,000
Number of returns with overpayments refunded 4,940
Overpayments refunded amount [13] $9,013,000
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 4,760
Number of single returns 2,740
Number of joint returns 710
Number of head of household returns 1,140
Number of returns with paid preparer's signature 2,740
Number of exemptions 7,970
Number of dependents 2,550
Total number of volunteer prepared returns [5] 130
Number of volunteer income tax assistance (VITA) prepared returns [3] 90
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,000
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $175,546,000
Number of returns with total income 4,760
Salaries and wages amount $177,448,000
Number of returns with salaries and wages 4,330
Salaries and wages amount $153,567
Number of returns with taxable interest 810
Taxable interest amount $407
Number of returns with ordinary dividends 320
Ordinary dividends amount $381,000
Number of returns with qualified dividends 280
Qualified dividends amount [6] $230
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $331
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $5,460,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $428,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,208,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $8,800,000
Number of farm returns 0
Number of returns with unemployment compensation 300
Unemployment compensation amount [7] $2,105,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $3,251,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $478,000
Number of returns with total statutory adjustments 1,210
Total statutory adjustments amount $1,902,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $224,000
Number of returns with IRA payments 90
IRA payments amount $318,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $801,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $52,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,210
Total itemized deductions amount $20,096,000
Amount of AGI for itemized returns $46,806,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $1,930,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $78,000
Number of returns with real estate taxes 790
Real estate taxes amount $3,513,000
Number of returns with taxes paid 1,210
Taxes paid amount $5,880,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $5,371,000
Number of returns with contributions 900
Contributions amount $1,941,000
Number of returns with taxable income 4,630
Taxable income amount $95,426,000
Number of returns with income tax before credits 4,630
Income tax before credits amount $12,201,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,920
Total tax credits amount $1,830,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 300
Child and dependent care credit amount $178,000
Number of returns with nonrefundable education credit 560
Nonrefundable education credit amount $605,000
Number of returns with retirement savings contribution credit 660
Retirement savings contribution credit amount $111,000
Number of returns with child tax credit 960
Child tax credit amount $915,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 450
Self-employment tax amount $1,009,000
Number of returns with total tax payments 4,670
Total tax payments amount $21,693,000
Number of returns with earned income credit 1,020
Earned income credit amount [8] $1,861,000
Number of returns with excess earned income credit 790
Excess earned income credit (refundable) amount [9] $1,489,000
Number of returns with additional child tax credit 670
Additional child tax credit amount $810,000
Number of returns with refundable education credit 410
Refundable education credit amount $355,000
Number of returns with income tax 3,940
Income tax amount [10] $10,371,000
Number of returns with tax liability 4,120
Total tax liability amount [11] $11,537,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [12] $1,056,000
Number of returns with overpayments refunded 4,160
Overpayments refunded amount [13] $11,131,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $44,000

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

Number of returns 3,090
Number of single returns 1,550
Number of joint returns 750
Number of head of household returns 650
Number of returns with paid preparer's signature 1,810
Number of exemptions 5,550
Number of dependents 1,720
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 460
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $190,186,000
Number of returns with total income 3,090
Salaries and wages amount $191,802,000
Number of returns with salaries and wages 2,830
Salaries and wages amount $161,720
Number of returns with taxable interest 880
Taxable interest amount $489
Number of returns with ordinary dividends 380
Ordinary dividends amount $704,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $501
Number of returns with state and local income tax refunds 900
State and local income tax refunds amount $477
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $3,877,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $932,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,980,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $12,374,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [7] $1,422,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $6,339,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $685,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $1,616,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 60
IRA payments amount $225,000
Number of returns with student loan interest deduction 550
Student loan interest deduction amount $653,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $109,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,540
Total itemized deductions amount $27,994,000
Amount of AGI for itemized returns $96,111,000
Number of returns with State and local income taxes 1,480
State and local income taxes amount $4,252,000
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 1,250
Real estate taxes amount $5,506,000
Number of returns with taxes paid 1,540
Taxes paid amount $10,316,000
Number of returns with mortgage interest paid 1,160
Mortgage interest paid amount $8,629,000
Number of returns with contributions 1,190
Contributions amount $2,852,000
Number of returns with taxable income 3,070
Taxable income amount $126,414,000
Number of returns with income tax before credits 3,070
Income tax before credits amount $18,611,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $24,000
Number of returns with total tax credits 1,060
Total tax credits amount $1,478,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $397,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 670
Child tax credit amount $895,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $57,000
Number of returns with self-employment tax 300
Self-employment tax amount $652,000
Number of returns with total tax payments 3,060
Total tax payments amount $24,511,000
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 90
Additional child tax credit amount $115,000
Number of returns with refundable education credit 230
Refundable education credit amount $222,000
Number of returns with income tax 2,980
Income tax amount [10] $17,133,000
Number of returns with tax liability 3,000
Total tax liability amount [11] $17,915,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,278,000
Number of returns with overpayments refunded 2,540
Overpayments refunded amount [13] $7,783,000
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: $75,000 under $100,000

Number of returns 1,940
Number of single returns 670
Number of joint returns 910
Number of head of household returns 290
Number of returns with paid preparer's signature 1,250
Number of exemptions 4,120
Number of dependents 1,280
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] 210
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $168,554,000
Number of returns with total income 1,940
Salaries and wages amount $169,556,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $140,299
Number of returns with taxable interest 730
Taxable interest amount $452
Number of returns with ordinary dividends 320
Ordinary dividends amount $666,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $463
Number of returns with state and local income tax refunds 800
State and local income tax refunds amount $451
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,860,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,004,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,615,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $10,981,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $930,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $6,872,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,017,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,002,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $76,000
Number of returns with IRA payments 40
IRA payments amount $195,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $235,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,270
Total itemized deductions amount $26,585,000
Amount of AGI for itemized returns $111,023,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $5,101,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $33,000
Number of returns with real estate taxes 1,120
Real estate taxes amount $5,191,000
Number of returns with taxes paid 1,270
Taxes paid amount $10,720,000
Number of returns with mortgage interest paid 1,050
Mortgage interest paid amount $8,352,000
Number of returns with contributions 1,060
Contributions amount $2,969,000
Number of returns with taxable income 1,940
Taxable income amount $118,240,000
Number of returns with income tax before credits 1,940
Income tax before credits amount $18,669,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $1,060,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $84,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $258,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $644,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $55,000
Number of returns with self-employment tax 210
Self-employment tax amount $504,000
Number of returns with total tax payments 1,940
Total tax payments amount $22,932,000
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 140
Refundable education credit amount $144,000
Number of returns with income tax 1,930
Income tax amount [10] $17,609,000
Number of returns with tax liability 1,930
Total tax liability amount [11] $18,242,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $1,158,000
Number of returns with overpayments refunded 1,520
Overpayments refunded amount [13] $5,756,000
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 2,360
Number of single returns 430
Number of joint returns 1,680
Number of head of household returns 220
Number of returns with paid preparer's signature 1,470
Number of exemptions 6,100
Number of dependents 2,060
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 680
Adjust gross income (AGI) [5] $314,312,000
Number of returns with total income 2,360
Salaries and wages amount $316,336,000
Number of returns with salaries and wages 2,220
Salaries and wages amount $258,814
Number of returns with taxable interest 1,090
Taxable interest amount $941
Number of returns with ordinary dividends 560
Ordinary dividends amount $1,804,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $1,297
Number of returns with state and local income tax refunds 1,300
State and local income tax refunds amount $762
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $5,227,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $4,530,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $6,759,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $22,799,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $1,272,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $8,858,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $3,072,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $2,024,000
Number of returns with educator expenses 90
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $418,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $436,000
Number of returns with IRA payments 50
IRA payments amount $212,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $392,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,990
Total itemized deductions amount $48,978,000
Amount of AGI for itemized returns $268,312,000
Number of returns with State and local income taxes 1,960
State and local income taxes amount $12,371,000
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 1,820
Real estate taxes amount $9,451,000
Number of returns with taxes paid 1,990
Taxes paid amount $22,688,000
Number of returns with mortgage interest paid 1,700
Mortgage interest paid amount $14,668,000
Number of returns with contributions 1,700
Contributions amount $5,994,000
Number of returns with taxable income 2,360
Taxable income amount $236,299,000
Number of returns with income tax before credits 2,360
Income tax before credits amount $41,833,000
Number of returns with alternative minimum tax 100
Alternative minimum tax amount $176,000
Number of returns with total tax credits 870
Total tax credits amount $1,184,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $155,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $362,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $485,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $130,000
Number of returns with self-employment tax 280
Self-employment tax amount $925,000
Number of returns with total tax payments 2,350
Total tax payments amount $45,614,000
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 220
Refundable education credit amount $219,000
Number of returns with income tax 2,350
Income tax amount [10] $40,648,000
Number of returns with tax liability 2,360
Total tax liability amount [11] $41,945,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [12] $3,461,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $6,923,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $459,000

Adjusted Gross Income: $200,000 or more

Number of returns 310
Number of single returns 50
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 210
Number of exemptions 860
Number of dependents 300
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] 100
Adjust gross income (AGI) [5] $103,114,000
Number of returns with total income 310
Salaries and wages amount $103,617,000
Number of returns with salaries and wages 290
Salaries and wages amount $64,647
Number of returns with taxable interest 220
Taxable interest amount $400
Number of returns with ordinary dividends 140
Ordinary dividends amount $2,091,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $1,693
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $198
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $726,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $13,575,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,891,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $3,247,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $260,000
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,239,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $7,225,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $503,000
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 300
Total itemized deductions amount $11,318,000
Amount of AGI for itemized returns $97,050,000
Number of returns with State and local income taxes 290
State and local income taxes amount $4,542,000
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 270
Real estate taxes amount $1,872,000
Number of returns with taxes paid 300
Taxes paid amount $6,620,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $2,146,000
Number of returns with contributions 260
Contributions amount $1,489,000
Number of returns with taxable income 310
Taxable income amount $88,590,000
Number of returns with income tax before credits 310
Income tax before credits amount $20,953,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $710,000
Number of returns with total tax credits 100
Total tax credits amount $64,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $10,000
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 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 40
Self-employment tax amount $218,000
Number of returns with total tax payments 310
Total tax payments amount $20,308,000
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 310
Income tax amount [10] $20,818,000
Number of returns with tax liability 310
Total tax liability amount [11] $21,512,000
Number of returns with net investment income tax 140
Net investment income tax $271,000
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $3,663,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [13] $913,000
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.