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 02451 Income Tax Stats

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

ZIP Code 02451 Data

Zip Code:02451
City:Waltham
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Waltham
Area Code:781 / 617 / 339 / 978
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





02451 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02451 [1] 9,540
Total Number of Single Tax Returns for ZIP Code 02451 2,820
Total Number of Joint Tax Returns for ZIP Code 02451 3,320
Total Number of Dependents for ZIP Code 02451 3,780
Total Adjusted Gross Income for ZIP Code 02451 $845,080,000
Average Income per Person for ZIP Code 02451 $48,495
Average Income per Household for ZIP Code 02451 $88,583

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 2,230
Number of single returns 1,800
Number of joint returns 230
Number of head of household returns 170
Number of returns with paid preparer's signature 1,150
Number of exemptions 2,340
Number of dependents 430
Total number of volunteer prepared returns [5] 140
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 80
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 190
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $26,401,000
Number of returns with total income 2,230
Salaries and wages amount $27,080,000
Number of returns with salaries and wages 1,640
Salaries and wages amount $19,740
Number of returns with taxable interest 480
Taxable interest amount $268
Number of returns with ordinary dividends 270
Ordinary dividends amount $461,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $295
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $42
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $2,840,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $123,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $1,116,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $2,382,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $289,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $224,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $29,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $679,000
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 $103,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $152,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,580,000
Amount of AGI for itemized returns $2,671,000
Number of returns with State and local income taxes 110
State and local income taxes amount $112,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $28,000
Number of returns with real estate taxes 150
Real estate taxes amount $716,000
Number of returns with taxes paid 190
Taxes paid amount $903,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $800,000
Number of returns with contributions 130
Contributions amount $165,000
Number of returns with taxable income 1,060
Taxable income amount $6,774,000
Number of returns with income tax before credits 1,060
Income tax before credits amount $734,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $100,000
Number of returns with foreign tax credit 20
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 $62,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 40
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 320
Self-employment tax amount $435,000
Number of returns with total tax payments 1,930
Total tax payments amount $3,409,000
Number of returns with earned income credit 490
Earned income credit amount [8] $866,000
Number of returns with excess earned income credit 400
Excess earned income credit (refundable) amount [9] $743,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $235,000
Number of returns with refundable education credit 90
Refundable education credit amount $74,000
Number of returns with income tax 920
Income tax amount [10] $633,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $1,098,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $283,000
Number of returns with overpayments refunded 1,750
Overpayments refunded amount [13] $2,559,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,870
Number of single returns 1,330
Number of joint returns 280
Number of head of household returns 220
Number of returns with paid preparer's signature 990
Number of exemptions 2,720
Number of dependents 610
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 220
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $69,975,000
Number of returns with total income 1,870
Salaries and wages amount $71,087,000
Number of returns with salaries and wages 1,600
Salaries and wages amount $57,764
Number of returns with taxable interest 480
Taxable interest amount $287
Number of returns with ordinary dividends 270
Ordinary dividends amount $537,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $345
Number of returns with state and local income tax refunds 160
State and local income tax refunds amount $80
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,380,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $542,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,147,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $4,136,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $677,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $2,008,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $409,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,112,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $192,000
Number of returns with IRA payments 50
IRA payments amount $159,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $435,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $5,656,000
Amount of AGI for itemized returns $13,415,000
Number of returns with State and local income taxes 310
State and local income taxes amount $584,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $32,000
Number of returns with real estate taxes 230
Real estate taxes amount $917,000
Number of returns with taxes paid 350
Taxes paid amount $1,606,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,238,000
Number of returns with contributions 260
Contributions amount $563,000
Number of returns with taxable income 1,820
Taxable income amount $41,964,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $5,408,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $479,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $175,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 220
Child tax credit amount $223,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 220
Self-employment tax amount $465,000
Number of returns with total tax payments 1,810
Total tax payments amount $8,455,000
Number of returns with earned income credit 210
Earned income credit amount [8] $414,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $292,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $213,000
Number of returns with refundable education credit 80
Refundable education credit amount $74,000
Number of returns with income tax 1,660
Income tax amount [10] $4,929,000
Number of returns with tax liability 1,710
Total tax liability amount [11] $5,456,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $411,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [13] $3,345,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $70,000

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

Number of returns 1,570
Number of single returns 1,040
Number of joint returns 380
Number of head of household returns 100
Number of returns with paid preparer's signature 790
Number of exemptions 2,360
Number of dependents 410
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] 140
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $97,469,000
Number of returns with total income 1,570
Salaries and wages amount $99,066,000
Number of returns with salaries and wages 1,370
Salaries and wages amount $78,476
Number of returns with taxable interest 620
Taxable interest amount $478
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,025,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $752
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $129
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $3,480,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $1,006,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,406,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $6,044,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $570,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $3,711,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $812,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,597,000
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 $361,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $346,000
Number of returns with IRA payments 50
IRA payments amount $229,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $381,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $30,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 490
Total itemized deductions amount $8,544,000
Amount of AGI for itemized returns $30,624,000
Number of returns with State and local income taxes 460
State and local income taxes amount $1,400,000
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 380
Real estate taxes amount $1,411,000
Number of returns with taxes paid 490
Taxes paid amount $2,947,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,480,000
Number of returns with contributions 380
Contributions amount $793,000
Number of returns with taxable income 1,570
Taxable income amount $70,657,000
Number of returns with income tax before credits 1,560
Income tax before credits amount $10,778,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $426,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $12,000
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 90
Nonrefundable education credit amount $122,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 170
Child tax credit amount $245,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $601,000
Number of returns with total tax payments 1,550
Total tax payments amount $13,063,000
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 $64,000
Number of returns with income tax 1,540
Income tax amount [10] $10,352,000
Number of returns with tax liability 1,550
Total tax liability amount [11] $11,000,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $892,000
Number of returns with overpayments refunded 1,170
Overpayments refunded amount [13] $2,806,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $118,000

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

Number of returns 1,070
Number of single returns 540
Number of joint returns 430
Number of head of household returns 70
Number of returns with paid preparer's signature 570
Number of exemptions 1,910
Number of dependents 410
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] 300
Adjust gross income (AGI) [5] $93,220,000
Number of returns with total income 1,070
Salaries and wages amount $94,335,000
Number of returns with salaries and wages 960
Salaries and wages amount $73,792
Number of returns with taxable interest 500
Taxable interest amount $360
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,369,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $903
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $162
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $3,352,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,357,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,945,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,334,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $346,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $4,087,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,183,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,115,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $304,000
Number of returns with IRA payments 30
IRA payments amount $197,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $101,000
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 520
Total itemized deductions amount $10,168,000
Amount of AGI for itemized returns $45,090,000
Number of returns with State and local income taxes 500
State and local income taxes amount $2,118,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $36,000
Number of returns with real estate taxes 440
Real estate taxes amount $1,661,000
Number of returns with taxes paid 520
Taxes paid amount $3,975,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $3,468,000
Number of returns with contributions 410
Contributions amount $778,000
Number of returns with taxable income 1,070
Taxable income amount $70,170,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $11,606,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $431,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $72,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 170
Child tax credit amount $232,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 160
Self-employment tax amount $595,000
Number of returns with total tax payments 1,060
Total tax payments amount $13,220,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $39,000
Number of returns with income tax 1,060
Income tax amount [10] $11,175,000
Number of returns with tax liability 1,060
Total tax liability amount [11] $11,833,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $1,024,000
Number of returns with overpayments refunded 750
Overpayments refunded amount [13] $2,321,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $71,000

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

Number of returns 2,010
Number of single returns 550
Number of joint returns 1,370
Number of head of household returns 70
Number of returns with paid preparer's signature 1,070
Number of exemptions 4,660
Number of dependents 1,290
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $280,814,000
Number of returns with total income 2,010
Salaries and wages amount $283,583,000
Number of returns with salaries and wages 1,860
Salaries and wages amount $230,607
Number of returns with taxable interest 1,210
Taxable interest amount $1,421
Number of returns with ordinary dividends 820
Ordinary dividends amount $3,740,000
Number of returns with qualified dividends 770
Qualified dividends amount [6] $2,693
Number of returns with state and local income tax refunds 860
State and local income tax refunds amount $555
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $6,336,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $5,470,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $6,428,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $12,996,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $859,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $7,057,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $4,568,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $2,769,000
Number of returns with educator expenses 100
Educator expenses amount $29,000
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 50
Self-employment health insurance deduction amount $485,000
Number of returns with IRA payments 80
IRA payments amount $495,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $249,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,480
Total itemized deductions amount $35,519,000
Amount of AGI for itemized returns $212,296,000
Number of returns with State and local income taxes 1,460
State and local income taxes amount $10,225,000
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 1,280
Real estate taxes amount $5,816,000
Number of returns with taxes paid 1,480
Taxes paid amount $16,640,000
Number of returns with mortgage interest paid 1,140
Mortgage interest paid amount $11,828,000
Number of returns with contributions 1,220
Contributions amount $2,990,000
Number of returns with taxable income 2,010
Taxable income amount $220,551,000
Number of returns with income tax before credits 2,000
Income tax before credits amount $40,513,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $85,000
Number of returns with total tax credits 780
Total tax credits amount $852,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $46,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $132,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $160,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $303,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $112,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,061,000
Number of returns with total tax payments 2,000
Total tax payments amount $44,204,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 90
Refundable education credit amount $87,000
Number of returns with income tax 2,000
Income tax amount [10] $39,661,000
Number of returns with tax liability 2,000
Total tax liability amount [11] $40,899,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 670
Tax due at time of filing amount [12] $2,907,000
Number of returns with overpayments refunded 1,260
Overpayments refunded amount [13] $5,569,000
Number of returns with credit to next year’s estimated tax 90
Credited to next year’s estimated tax amount $595,000

Adjusted Gross Income: $200,000 or more

Number of returns 790
Number of single returns 130
Number of joint returns 630
Number of head of household returns 20
Number of returns with paid preparer's signature 500
Number of exemptions 2,050
Number of dependents 630
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] 190
Adjust gross income (AGI) [5] $277,201,000
Number of returns with total income 790
Salaries and wages amount $280,377,000
Number of returns with salaries and wages 720
Salaries and wages amount $191,665
Number of returns with taxable interest 620
Taxable interest amount $4,975
Number of returns with ordinary dividends 510
Ordinary dividends amount $8,196,000
Number of returns with qualified dividends 490
Qualified dividends amount [6] $6,644
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $781
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $10,291,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $30,125,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $4,073,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,985,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $270,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,899,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $19,385,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $3,176,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $795,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $804,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 740
Total itemized deductions amount $32,772,000
Amount of AGI for itemized returns $263,534,000
Number of returns with State and local income taxes 740
State and local income taxes amount $14,462,000
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 640
Real estate taxes amount $5,111,000
Number of returns with taxes paid 740
Taxes paid amount $19,926,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $6,972,000
Number of returns with contributions 630
Contributions amount $3,400,000
Number of returns with taxable income 790
Taxable income amount $237,789,000
Number of returns with income tax before credits 790
Income tax before credits amount $59,935,000
Number of returns with alternative minimum tax 430
Alternative minimum tax amount $2,207,000
Number of returns with total tax credits 380
Total tax credits amount $784,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $580,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $56,000
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 $57,000
Number of returns with self-employment tax 150
Self-employment tax amount $1,041,000
Number of returns with total tax payments 780
Total tax payments amount $59,679,000
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 790
Income tax amount [10] $59,151,000
Number of returns with tax liability 790
Total tax liability amount [11] $61,695,000
Number of returns with net investment income tax 440
Net investment income tax $903,000
Number of returns with tax due at time of filing 410
Tax due at time of filing amount [12] $7,621,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [13] $3,477,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,063,000

[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.