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ZIP Code Database - Facts & Stats

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ZIP Code 02452 Income Tax Stats

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

ZIP Code 02452 Data

Zip Code:02452
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]


02452 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02452 [1] 6,480
Total Number of Single Tax Returns for ZIP Code 02452 1,860
Total Number of Joint Tax Returns for ZIP Code 02452 2,250
Total Number of Dependents for ZIP Code 02452 2,440
Total Adjusted Gross Income for ZIP Code 02452 $580,188,000
Average Income per Person for ZIP Code 02452 $40,749
Average Income per Household for ZIP Code 02452 $89,535

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


Adjusted Gross Income: 1 under $25,000

Number of returns 1,620
Number of single returns 1,280
Number of joint returns 160
Number of head of household returns 150
Number of returns with paid preparer's signature 900
Number of exemptions 1,710
Number of dependents 320
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $18,699,000
Number of returns with total income 1,620
Salaries and wages amount $19,199,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $12,710
Number of returns with taxable interest 350
Taxable interest amount $221
Number of returns with ordinary dividends 210
Ordinary dividends amount $382,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $208
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $2,415,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $220,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $921,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $1,956,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $266,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $198,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $92,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $500,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $86,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $66,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $3,264,000
Amount of AGI for itemized returns $2,444,000
Number of returns with State and local income taxes 100
State and local income taxes amount $128,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $27,000
Number of returns with real estate taxes 130
Real estate taxes amount $651,000
Number of returns with taxes paid 170
Taxes paid amount $853,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $531,000
Number of returns with contributions 130
Contributions amount $233,000
Number of returns with taxable income 720
Taxable income amount $4,236,000
Number of returns with income tax before credits 700
Income tax before credits amount $450,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $70,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $48,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 40
Child tax credit amount $10,000
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 $353,000
Number of returns with total tax payments 1,360
Total tax payments amount $2,446,000
Number of returns with earned income credit 390
Earned income credit amount [8] $707,000
Number of returns with excess earned income credit 290
Excess earned income credit (refundable) amount [9] $586,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $194,000
Number of returns with refundable education credit 80
Refundable education credit amount $72,000
Number of returns with income tax 590
Income tax amount [10] $380,000
Number of returns with tax liability 780
Total tax liability amount [11] $763,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $233,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [13] $1,897,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $68,000

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

Number of returns 1,250
Number of single returns 850
Number of joint returns 190
Number of head of household returns 180
Number of returns with paid preparer's signature 720
Number of exemptions 1,860
Number of dependents 440
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 160
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $46,924,000
Number of returns with total income 1,250
Salaries and wages amount $47,621,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $36,233
Number of returns with taxable interest 330
Taxable interest amount $355
Number of returns with ordinary dividends 190
Ordinary dividends amount $571,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $395
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $70
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,243,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $483,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,738,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $3,249,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $338,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $1,745,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $223,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $697,000
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 30
Self-employment health insurance deduction amount $137,000
Number of returns with IRA payments 30
IRA payments amount $73,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $231,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $115,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $4,317,000
Amount of AGI for itemized returns $10,006,000
Number of returns with State and local income taxes 210
State and local income taxes amount $359,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $33,000
Number of returns with real estate taxes 150
Real estate taxes amount $674,000
Number of returns with taxes paid 260
Taxes paid amount $1,151,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $668,000
Number of returns with contributions 210
Contributions amount $510,000
Number of returns with taxable income 1,220
Taxable income amount $27,454,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $3,466,000
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 $356,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $137,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 170
Child tax credit amount $165,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $385,000
Number of returns with total tax payments 1,210
Total tax payments amount $5,437,000
Number of returns with earned income credit 150
Earned income credit amount [8] $287,000
Number of returns with excess earned income credit 120
Excess earned income credit (refundable) amount [9] $223,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $154,000
Number of returns with refundable education credit 60
Refundable education credit amount $54,000
Number of returns with income tax 1,090
Income tax amount [10] $3,110,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $3,519,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $387,000
Number of returns with overpayments refunded 1,010
Overpayments refunded amount [13] $2,224,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,030
Number of single returns 660
Number of joint returns 260
Number of head of household returns 80
Number of returns with paid preparer's signature 590
Number of exemptions 1,590
Number of dependents 310
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] 90
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $63,563,000
Number of returns with total income 1,030
Salaries and wages amount $64,459,000
Number of returns with salaries and wages 870
Salaries and wages amount $48,423
Number of returns with taxable interest 410
Taxable interest amount $427
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,204,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $825
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $89
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,960,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,089,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,833,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $5,030,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $335,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,295,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $392,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $896,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $350,000
Number of returns with IRA payments 60
IRA payments amount $290,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $187,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $146,000
Number of returns with itemized deductions 370
Total itemized deductions amount $6,592,000
Amount of AGI for itemized returns $22,932,000
Number of returns with State and local income taxes 340
State and local income taxes amount $966,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $24,000
Number of returns with real estate taxes 260
Real estate taxes amount $1,130,000
Number of returns with taxes paid 370
Taxes paid amount $2,196,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,274,000
Number of returns with contributions 300
Contributions amount $675,000
Number of returns with taxable income 1,020
Taxable income amount $45,100,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $6,740,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $325,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $82,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 140
Child tax credit amount $199,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $3,000
Number of returns with self-employment tax 120
Self-employment tax amount $301,000
Number of returns with total tax payments 1,010
Total tax payments amount $7,923,000
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 1,000
Income tax amount [10] $6,415,000
Number of returns with tax liability 1,010
Total tax liability amount [11] $6,749,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $590,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [13] $1,670,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $76,000

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

Number of returns 700
Number of single returns 340
Number of joint returns 290
Number of head of household returns 50
Number of returns with paid preparer's signature 420
Number of exemptions 1,240
Number of dependents 250
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] 50
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $60,351,000
Number of returns with total income 700
Salaries and wages amount $60,994,000
Number of returns with salaries and wages 570
Salaries and wages amount $43,608
Number of returns with taxable interest 360
Taxable interest amount $295
Number of returns with ordinary dividends 240
Ordinary dividends amount $1,170,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $911
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $107
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $2,101,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $945,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $2,964,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $4,581,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $219,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,479,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $389,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $643,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $47,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $7,129,000
Amount of AGI for itemized returns $31,264,000
Number of returns with State and local income taxes 340
State and local income taxes amount $1,373,000
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 290
Real estate taxes amount $1,391,000
Number of returns with taxes paid 360
Taxes paid amount $2,889,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $1,897,000
Number of returns with contributions 300
Contributions amount $622,000
Number of returns with taxable income 690
Taxable income amount $44,951,000
Number of returns with income tax before credits 690
Income tax before credits amount $7,314,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $223,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $139,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $345,000
Number of returns with total tax payments 690
Total tax payments amount $8,415,000
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 $24,000
Number of returns with income tax 690
Income tax amount [10] $7,091,000
Number of returns with tax liability 700
Total tax liability amount [11] $7,462,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $532,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $1,409,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $65,000

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

Number of returns 1,290
Number of single returns 360
Number of joint returns 860
Number of head of household returns 60
Number of returns with paid preparer's signature 770
Number of exemptions 2,840
Number of dependents 700
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] 60
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $180,579,000
Number of returns with total income 1,290
Salaries and wages amount $182,952,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $131,422
Number of returns with taxable interest 860
Taxable interest amount $1,043
Number of returns with ordinary dividends 610
Ordinary dividends amount $3,793,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $2,886
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $411
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $6,142,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $5,561,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $7,009,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $12,078,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $774,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,689,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $4,267,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $2,373,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $620,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $603,000
Number of returns with IRA payments 60
IRA payments amount $389,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $116,000
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 970
Total itemized deductions amount $24,629,000
Amount of AGI for itemized returns $139,579,000
Number of returns with State and local income taxes 940
State and local income taxes amount $6,439,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $29,000
Number of returns with real estate taxes 850
Real estate taxes amount $4,749,000
Number of returns with taxes paid 970
Taxes paid amount $11,569,000
Number of returns with mortgage interest paid 720
Mortgage interest paid amount $7,222,000
Number of returns with contributions 820
Contributions amount $2,227,000
Number of returns with taxable income 1,290
Taxable income amount $140,854,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $25,600,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $68,000
Number of returns with total tax credits 530
Total tax credits amount $483,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $40,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $98,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $151,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $66,000
Number of returns with self-employment tax 210
Self-employment tax amount $1,064,000
Number of returns with total tax payments 1,280
Total tax payments amount $27,354,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 60
Refundable education credit amount $60,000
Number of returns with income tax 1,280
Income tax amount [10] $25,117,000
Number of returns with tax liability 1,280
Total tax liability amount [11] $26,276,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 490
Tax due at time of filing amount [12] $2,337,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [13] $2,972,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $414,000

Adjusted Gross Income: $200,000 or more

Number of returns 590
Number of single returns 100
Number of joint returns 490
Number of head of household returns 0
Number of returns with paid preparer's signature 400
Number of exemptions 1,500
Number of dependents 420
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] 200
Adjust gross income (AGI) [5] $210,072,000
Number of returns with total income 590
Salaries and wages amount $214,150,000
Number of returns with salaries and wages 530
Salaries and wages amount $133,559
Number of returns with taxable interest 500
Taxable interest amount $2,703
Number of returns with ordinary dividends 400
Ordinary dividends amount $5,963,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $4,693
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $446
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $10,723,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $22,164,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $4,154,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $4,769,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,877,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $21,284,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $4,078,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,300,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $930,000
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 570
Total itemized deductions amount $22,966,000
Amount of AGI for itemized returns $202,641,000
Number of returns with State and local income taxes 570
State and local income taxes amount $10,484,000
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 530
Real estate taxes amount $3,886,000
Number of returns with taxes paid 570
Taxes paid amount $14,630,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $5,213,000
Number of returns with contributions 510
Contributions amount $2,932,000
Number of returns with taxable income 590
Taxable income amount $182,285,000
Number of returns with income tax before credits 590
Income tax before credits amount $45,982,000
Number of returns with alternative minimum tax 330
Alternative minimum tax amount $1,443,000
Number of returns with total tax credits 280
Total tax credits amount $816,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $381,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
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 20
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 150
Self-employment tax amount $1,408,000
Number of returns with total tax payments 590
Total tax payments amount $45,053,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 590
Income tax amount [10] $45,166,000
Number of returns with tax liability 590
Total tax liability amount [11] $47,804,000
Number of returns with net investment income tax 350
Net investment income tax $819,000
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $6,230,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $1,627,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $1,797,000

[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.