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ZIP Code Database - Facts & Stats

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ZIP Code 02446 Income Tax Stats

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

ZIP Code 02446 Data

Zip Code:02446
City:Brookline
State:MA [Massachusetts]
Counties: NORFOLK, MA
City Alias(es):Brookline
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02446 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02446 [1] 14,300
Total Number of Single Tax Returns for ZIP Code 02446 2,730
Total Number of Joint Tax Returns for ZIP Code 02446 4,360
Total Number of Dependents for ZIP Code 02446 4,900
Total Adjusted Gross Income for ZIP Code 02446 $2,532,768,000
Average Income per Person for ZIP Code 02446 $86,410
Average Income per Household for ZIP Code 02446 $177,117

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 2,830
Number of single returns 2,470
Number of joint returns 170
Number of head of household returns 120
Number of returns with paid preparer's signature 1,100
Number of exemptions 2,560
Number of dependents 310
Total number of volunteer prepared returns [5] 170
Number of volunteer income tax assistance (VITA) prepared returns [3] 80
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 230
Number of elderly returns [4] 540
Adjust gross income (AGI) [5] $31,973,000
Number of returns with total income 2,830
Salaries and wages amount $33,173,000
Number of returns with salaries and wages 2,060
Salaries and wages amount $24,879
Number of returns with taxable interest 710
Taxable interest amount $757
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,659,000
Number of returns with qualified dividends 590
Qualified dividends amount [6] $1,146
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $2,900,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,219,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,186,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $1,603,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $273,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $254,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $228,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,200,000
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 $182,000
Number of returns with IRA payments 20
IRA payments amount $76,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $217,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $384,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,547,000
Amount of AGI for itemized returns $2,816,000
Number of returns with State and local income taxes 110
State and local income taxes amount $177,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $32,000
Number of returns with real estate taxes 120
Real estate taxes amount $614,000
Number of returns with taxes paid 190
Taxes paid amount $838,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $439,000
Number of returns with contributions 120
Contributions amount $200,000
Number of returns with taxable income 1,450
Taxable income amount $9,856,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $1,022,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $201,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $26,000
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 400
Self-employment tax amount $464,000
Number of returns with total tax payments 2,260
Total tax payments amount $3,486,000
Number of returns with earned income credit 510
Earned income credit amount [8] $586,000
Number of returns with excess earned income credit 400
Excess earned income credit (refundable) amount [9] $481,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $133,000
Number of returns with refundable education credit 120
Refundable education credit amount $105,000
Number of returns with income tax 1,140
Income tax amount [10] $821,000
Number of returns with tax liability 1,420
Total tax liability amount [11] $1,318,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $370,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [13] $2,438,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $95,000

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

Number of returns 2,530
Number of single returns 2,170
Number of joint returns 200
Number of head of household returns 110
Number of returns with paid preparer's signature 890
Number of exemptions 2,990
Number of dependents 330
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] 280
Number of elderly returns [4] 370
Adjust gross income (AGI) [5] $95,439,000
Number of returns with total income 2,530
Salaries and wages amount $97,565,000
Number of returns with salaries and wages 2,200
Salaries and wages amount $80,213
Number of returns with taxable interest 750
Taxable interest amount $701
Number of returns with ordinary dividends 610
Ordinary dividends amount $2,233,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $1,612
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $115
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,392,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $2,001,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,993,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $2,921,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $402,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $2,048,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $299,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $2,126,000
Number of returns with educator expenses 60
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 60
Self-employment health insurance deduction amount $275,000
Number of returns with IRA payments 80
IRA payments amount $239,000
Number of returns with student loan interest deduction 650
Student loan interest deduction amount $886,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $5,428,000
Amount of AGI for itemized returns $11,441,000
Number of returns with State and local income taxes 240
State and local income taxes amount $505,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $35,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,136,000
Number of returns with taxes paid 300
Taxes paid amount $1,714,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $780,000
Number of returns with contributions 210
Contributions amount $436,000
Number of returns with taxable income 2,480
Taxable income amount $62,974,000
Number of returns with income tax before credits 2,440
Income tax before credits amount $8,046,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 710
Total tax credits amount $624,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $425,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 120
Child tax credit amount $112,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 250
Self-employment tax amount $591,000
Number of returns with total tax payments 2,400
Total tax payments amount $10,927,000
Number of returns with earned income credit 90
Earned income credit amount [8] $186,000
Number of returns with excess earned income credit 60
Excess earned income credit (refundable) amount [9] $132,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $101,000
Number of returns with refundable education credit 70
Refundable education credit amount $62,000
Number of returns with income tax 2,340
Income tax amount [10] $7,423,000
Number of returns with tax liability 2,390
Total tax liability amount [11] $8,089,000
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] $790,000
Number of returns with overpayments refunded 1,900
Overpayments refunded amount [13] $3,432,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $183,000

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

Number of returns 2,220
Number of single returns 1,810
Number of joint returns 270
Number of head of household returns 80
Number of returns with paid preparer's signature 810
Number of exemptions 2,810
Number of dependents 330
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] 390
Adjust gross income (AGI) [5] $137,255,000
Number of returns with total income 2,220
Salaries and wages amount $139,899,000
Number of returns with salaries and wages 1,950
Salaries and wages amount $113,185
Number of returns with taxable interest 880
Taxable interest amount $927
Number of returns with ordinary dividends 720
Ordinary dividends amount $3,199,000
Number of returns with qualified dividends 670
Qualified dividends amount [6] $2,251
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $196
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,161,000
Number of returns with net capital gain (less loss) 620
Net capital gain (less loss) amount $2,863,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,914,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $5,628,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $459,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $4,250,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,055,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $2,644,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $394,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $430,000
Number of returns with IRA payments 100
IRA payments amount $443,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $831,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $167,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 470
Total itemized deductions amount $9,303,000
Amount of AGI for itemized returns $29,737,000
Number of returns with State and local income taxes 410
State and local income taxes amount $1,373,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $42,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,901,000
Number of returns with taxes paid 470
Taxes paid amount $3,376,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,480,000
Number of returns with contributions 370
Contributions amount $960,000
Number of returns with taxable income 2,210
Taxable income amount $104,472,000
Number of returns with income tax before credits 2,190
Income tax before credits amount $16,205,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $455,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $90,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 140
Child tax credit amount $181,000
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 $766,000
Number of returns with total tax payments 2,180
Total tax payments amount $19,316,000
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 $40,000
Number of returns with refundable education credit 40
Refundable education credit amount $40,000
Number of returns with income tax 2,160
Income tax amount [10] $15,751,000
Number of returns with tax liability 2,180
Total tax liability amount [11] $16,581,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $943,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [13] $3,322,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $333,000

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

Number of returns 1,400
Number of single returns 1,010
Number of joint returns 280
Number of head of household returns 80
Number of returns with paid preparer's signature 600
Number of exemptions 1,970
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] 80
Number of elderly returns [4] 350
Adjust gross income (AGI) [5] $121,054,000
Number of returns with total income 1,400
Salaries and wages amount $122,626,000
Number of returns with salaries and wages 1,200
Salaries and wages amount $92,712
Number of returns with taxable interest 730
Taxable interest amount $1,024
Number of returns with ordinary dividends 630
Ordinary dividends amount $3,516,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $2,529
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $178
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $4,648,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $3,862,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $3,876,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $6,499,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $266,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,375,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $560,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,572,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $369,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $476,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $73,000
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 490
Total itemized deductions amount $10,165,000
Amount of AGI for itemized returns $42,863,000
Number of returns with State and local income taxes 460
State and local income taxes amount $2,170,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $18,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,856,000
Number of returns with taxes paid 490
Taxes paid amount $4,125,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,730,000
Number of returns with contributions 390
Contributions amount $1,083,000
Number of returns with taxable income 1,390
Taxable income amount $95,902,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $16,601,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $374,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $88,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 120
Child tax credit amount $155,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $750,000
Number of returns with total tax payments 1,380
Total tax payments amount $18,461,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $28,000
Number of returns with income tax 1,370
Income tax amount [10] $16,227,000
Number of returns with tax liability 1,380
Total tax liability amount [11] $17,013,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $1,193,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $2,351,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $256,000

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

Number of returns 2,640
Number of single returns 1,110
Number of joint returns 1,340
Number of head of household returns 130
Number of returns with paid preparer's signature 1,370
Number of exemptions 5,160
Number of dependents 1,190
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $373,678,000
Number of returns with total income 2,640
Salaries and wages amount $379,842,000
Number of returns with salaries and wages 2,220
Salaries and wages amount $268,436
Number of returns with taxable interest 1,760
Taxable interest amount $3,596
Number of returns with ordinary dividends 1,500
Ordinary dividends amount $14,009,000
Number of returns with qualified dividends 1,420
Qualified dividends amount [6] $9,900
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $778
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $16,678,000
Number of returns with net capital gain (less loss) 1,400
Net capital gain (less loss) amount $15,682,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $13,765,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $20,430,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $675,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $13,467,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $6,114,000
Number of returns with total statutory adjustments 910
Total statutory adjustments amount $6,164,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $1,700,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,352,000
Number of returns with IRA payments 90
IRA payments amount $468,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $252,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,710
Total itemized deductions amount $46,524,000
Amount of AGI for itemized returns $251,018,000
Number of returns with State and local income taxes 1,680
State and local income taxes amount $12,518,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $35,000
Number of returns with real estate taxes 1,280
Real estate taxes amount $9,597,000
Number of returns with taxes paid 1,710
Taxes paid amount $22,549,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $9,380,000
Number of returns with contributions 1,410
Contributions amount $5,230,000
Number of returns with taxable income 2,630
Taxable income amount $297,407,000
Number of returns with income tax before credits 2,610
Income tax before credits amount $56,229,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $349,000
Number of returns with total tax credits 1,100
Total tax credits amount $1,142,000
Number of returns with foreign tax credit 760
Foreign tax credit amount $590,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $138,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $114,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $202,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 560
Self-employment tax amount $2,665,000
Number of returns with total tax payments 2,610
Total tax payments amount $60,731,000
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 70
Refundable education credit amount $61,000
Number of returns with income tax 2,600
Income tax amount [10] $55,087,000
Number of returns with tax liability 2,620
Total tax liability amount [11] $57,968,000
Number of returns with net investment income tax 30
Net investment income tax $15,000
Number of returns with tax due at time of filing 1,010
Tax due at time of filing amount [12] $4,800,000
Number of returns with overpayments refunded 1,390
Overpayments refunded amount [13] $5,817,000
Number of returns with credit to next year’s estimated tax 280
Credited to next year’s estimated tax amount $1,692,000

Adjusted Gross Income: $200,000 or more

Number of returns 2,680
Number of single returns 470
Number of joint returns 2,100
Number of head of household returns 100
Number of returns with paid preparer's signature 1,870
Number of exemptions 7,220
Number of dependents 2,440
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] 20
Number of elderly returns [4] 880
Adjust gross income (AGI) [5] $1,773,369,000
Number of returns with total income 2,680
Salaries and wages amount $1,793,833,000
Number of returns with salaries and wages 2,350
Salaries and wages amount $848,949
Number of returns with taxable interest 2,300
Taxable interest amount $16,407
Number of returns with ordinary dividends 2,060
Ordinary dividends amount $79,425,000
Number of returns with qualified dividends 2,000
Qualified dividends amount [6] $62,914
Number of returns with state and local income tax refunds 980
State and local income tax refunds amount $4,186
Number of returns with business or professional net income (less loss) 980
Business or professional net income (less loss) amount $61,669,000
Number of returns with net capital gain (less loss) 2,020
Net capital gain (less loss) amount $239,460,000
Number of returns with taxable individual retirement arrangements distributions 570
Taxable individual retirement arrangements distributions amount $33,430,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $23,133,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $641,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $15,833,000
Number of returns with partnership/S-corp net income (less loss) 710
Partnership/S-corp net income (less loss) amount $120,449,000
Number of returns with total statutory adjustments 1,140
Total statutory adjustments amount $20,464,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 330
Self-employment retirement plans amount $9,784,000
Number of returns with self-employment health insurance deduction 280
Self-employment health insurance deduction amount $3,508,000
Number of returns with IRA payments 30
IRA payments amount $224,000
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 80
Domestic production activities deduction amount $1,170,000
Number of returns with itemized deductions 2,540
Total itemized deductions amount $227,269,000
Amount of AGI for itemized returns $1,729,945,000
Number of returns with State and local income taxes 2,530
State and local income taxes amount $89,895,000
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 2,130
Real estate taxes amount $29,078,000
Number of returns with taxes paid 2,540
Taxes paid amount $120,202,000
Number of returns with mortgage interest paid 1,540
Mortgage interest paid amount $25,848,000
Number of returns with contributions 2,300
Contributions amount $33,780,000
Number of returns with taxable income 2,680
Taxable income amount $1,529,547,000
Number of returns with income tax before credits 2,680
Income tax before credits amount $400,257,000
Number of returns with alternative minimum tax 1,760
Alternative minimum tax amount $13,842,000
Number of returns with total tax credits 1,680
Total tax credits amount $6,713,000
Number of returns with foreign tax credit 1,360
Foreign tax credit amount $5,681,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $257,000
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 50
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 940
Self-employment tax amount $7,425,000
Number of returns with total tax payments 2,670
Total tax payments amount $427,887,000
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 2,680
Income tax amount [10] $393,543,000
Number of returns with tax liability 2,680
Total tax liability amount [11] $426,914,000
Number of returns with net investment income tax 1,910
Net investment income tax $9,217,000
Number of returns with tax due at time of filing 1,330
Tax due at time of filing amount [12] $34,358,000
Number of returns with overpayments refunded 850
Overpayments refunded amount [13] $9,358,000
Number of returns with credit to next year’s estimated tax 580
Credited to next year’s estimated tax amount $25,532,000

[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.