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ZIP Code Database - Facts & Stats

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ZIP Code 02465 Income Tax Stats

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

ZIP Code 02465 Data

Zip Code:02465
City:West Newton
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):West Newton
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





02465 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02465 [1] 5,890
Total Number of Single Tax Returns for ZIP Code 02465 1,480
Total Number of Joint Tax Returns for ZIP Code 02465 2,740
Total Number of Dependents for ZIP Code 02465 3,790
Total Adjusted Gross Income for ZIP Code 02465 $1,908,989,000
Average Income per Person for ZIP Code 02465 $163,022
Average Income per Household for ZIP Code 02465 $324,107

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 1,300
Number of single returns 1,120
Number of joint returns 110
Number of head of household returns 60
Number of returns with paid preparer's signature 740
Number of exemptions 970
Number of dependents 150
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 60
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $12,642,000
Number of returns with total income 1,300
Salaries and wages amount $13,049,000
Number of returns with salaries and wages 910
Salaries and wages amount $8,647
Number of returns with taxable interest 400
Taxable interest amount $263
Number of returns with ordinary dividends 370
Ordinary dividends amount $865,000
Number of returns with qualified dividends 350
Qualified dividends amount [6] $636
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,356,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $449,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $474,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $1,156,000
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 50
Taxable Social Security benefits amount $99,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $28,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $407,000
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 $109,000
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 $43,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 150
Total itemized deductions amount $2,538,000
Amount of AGI for itemized returns $1,793,000
Number of returns with State and local income taxes 80
State and local income taxes amount $157,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $29,000
Number of returns with real estate taxes 100
Real estate taxes amount $627,000
Number of returns with taxes paid 140
Taxes paid amount $849,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $413,000
Number of returns with contributions 90
Contributions amount $111,000
Number of returns with taxable income 600
Taxable income amount $3,423,000
Number of returns with income tax before credits 550
Income tax before credits amount $379,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $64,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $49,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
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 180
Self-employment tax amount $244,000
Number of returns with total tax payments 1,050
Total tax payments amount $1,560,000
Number of returns with earned income credit 190
Earned income credit amount [8] $281,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $225,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $67,000
Number of returns with refundable education credit 50
Refundable education credit amount $46,000
Number of returns with income tax 470
Income tax amount [10] $315,000
Number of returns with tax liability 600
Total tax liability amount [11] $585,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $155,000
Number of returns with overpayments refunded 910
Overpayments refunded amount [13] $1,009,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $63,000

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

Number of returns 790
Number of single returns 580
Number of joint returns 100
Number of head of household returns 80
Number of returns with paid preparer's signature 430
Number of exemptions 1,070
Number of dependents 200
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] 200
Adjust gross income (AGI) [5] $29,266,000
Number of returns with total income 790
Salaries and wages amount $30,081,000
Number of returns with salaries and wages 630
Salaries and wages amount $20,746
Number of returns with taxable interest 250
Taxable interest amount $241
Number of returns with ordinary dividends 210
Ordinary dividends amount $878,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $607
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $68
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,005,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $839,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $985,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $2,148,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $478,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $945,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $373,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $815,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
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 $234,000
Number of returns with IRA payments 30
IRA payments amount $149,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $144,000
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 190
Total itemized deductions amount $4,091,000
Amount of AGI for itemized returns $7,165,000
Number of returns with State and local income taxes 140
State and local income taxes amount $337,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $24,000
Number of returns with real estate taxes 130
Real estate taxes amount $1,092,000
Number of returns with taxes paid 190
Taxes paid amount $1,514,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $641,000
Number of returns with contributions 140
Contributions amount $235,000
Number of returns with taxable income 750
Taxable income amount $17,042,000
Number of returns with income tax before credits 730
Income tax before credits amount $2,123,000
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 $231,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 90
Child tax credit amount $80,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $348,000
Number of returns with total tax payments 750
Total tax payments amount $3,185,000
Number of returns with earned income credit 70
Earned income credit amount [8] $123,000
Number of returns with excess earned income credit 40
Excess earned income credit (refundable) amount [9] $85,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $64,000
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 670
Income tax amount [10] $1,892,000
Number of returns with tax liability 710
Total tax liability amount [11] $2,269,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [12] $331,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $1,163,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $74,000

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

Number of returns 630
Number of single returns 400
Number of joint returns 150
Number of head of household returns 60
Number of returns with paid preparer's signature 360
Number of exemptions 1,000
Number of dependents 220
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] 200
Adjust gross income (AGI) [5] $39,060,000
Number of returns with total income 630
Salaries and wages amount $39,984,000
Number of returns with salaries and wages 510
Salaries and wages amount $28,130
Number of returns with taxable interest 280
Taxable interest amount $406
Number of returns with ordinary dividends 210
Ordinary dividends amount $880,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $601
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $60
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,226,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $836,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,412,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $2,945,000
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 150
Taxable Social Security benefits amount $2,230,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $347,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $924,000
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 $267,000
Number of returns with IRA payments 30
IRA payments amount $161,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $163,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $58,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $4,956,000
Amount of AGI for itemized returns $15,018,000
Number of returns with State and local income taxes 220
State and local income taxes amount $650,000
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 200
Real estate taxes amount $1,472,000
Number of returns with taxes paid 240
Taxes paid amount $2,183,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,044,000
Number of returns with contributions 200
Contributions amount $372,000
Number of returns with taxable income 630
Taxable income amount $27,014,000
Number of returns with income tax before credits 620
Income tax before credits amount $3,999,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $237,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $14,000
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 50
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $116,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $346,000
Number of returns with total tax payments 620
Total tax payments amount $4,853,000
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 $24,000
Number of returns with refundable education credit 50
Refundable education credit amount $49,000
Number of returns with income tax 600
Income tax amount [10] $3,762,000
Number of returns with tax liability 610
Total tax liability amount [11] $4,143,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $462,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [13] $1,093,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $74,000

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

Number of returns 460
Number of single returns 220
Number of joint returns 200
Number of head of household returns 40
Number of returns with paid preparer's signature 240
Number of exemptions 870
Number of dependents 210
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $40,271,000
Number of returns with total income 460
Salaries and wages amount $41,282,000
Number of returns with salaries and wages 360
Salaries and wages amount $27,133
Number of returns with taxable interest 280
Taxable interest amount $519
Number of returns with ordinary dividends 190
Ordinary dividends amount $1,238,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $897
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $111
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $2,317,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,318,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,181,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $4,592,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $197,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,348,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $288,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $1,011,000
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 30
Self-employment health insurance deduction amount $251,000
Number of returns with IRA payments 20
IRA payments amount $138,000
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $59,000
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 230
Total itemized deductions amount $5,925,000
Amount of AGI for itemized returns $20,356,000
Number of returns with State and local income taxes 210
State and local income taxes amount $991,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $19,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,765,000
Number of returns with taxes paid 230
Taxes paid amount $2,833,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,425,000
Number of returns with contributions 200
Contributions amount $502,000
Number of returns with taxable income 460
Taxable income amount $28,600,000
Number of returns with income tax before credits 460
Income tax before credits amount $4,487,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $232,000
Number of returns with foreign tax credit 90
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 30
Nonrefundable education credit amount $40,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $134,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $347,000
Number of returns with total tax payments 460
Total tax payments amount $5,523,000
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 450
Income tax amount [10] $4,254,000
Number of returns with tax liability 460
Total tax liability amount [11] $4,626,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $415,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [13] $1,215,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $97,000

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

Number of returns 1,130
Number of single returns 240
Number of joint returns 790
Number of head of household returns 80
Number of returns with paid preparer's signature 670
Number of exemptions 2,890
Number of dependents 970
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] 390
Adjust gross income (AGI) [5] $164,088,000
Number of returns with total income 1,130
Salaries and wages amount $167,074,000
Number of returns with salaries and wages 980
Salaries and wages amount $115,968
Number of returns with taxable interest 780
Taxable interest amount $1,256
Number of returns with ordinary dividends 620
Ordinary dividends amount $5,039,000
Number of returns with qualified dividends 580
Qualified dividends amount [6] $3,440
Number of returns with state and local income tax refunds 500
State and local income tax refunds amount $418
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $9,439,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $5,932,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $5,953,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $9,658,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $563,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $6,190,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $3,776,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $2,986,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $950,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $870,000
Number of returns with IRA payments 40
IRA payments amount $264,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $96,000
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 890
Total itemized deductions amount $27,556,000
Amount of AGI for itemized returns $131,215,000
Number of returns with State and local income taxes 870
State and local income taxes amount $6,317,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $28,000
Number of returns with real estate taxes 810
Real estate taxes amount $7,476,000
Number of returns with taxes paid 890
Taxes paid amount $14,234,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $7,111,000
Number of returns with contributions 800
Contributions amount $2,671,000
Number of returns with taxable income 1,120
Taxable income amount $122,847,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $22,063,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $193,000
Number of returns with total tax credits 540
Total tax credits amount $551,000
Number of returns with foreign tax credit 270
Foreign tax credit amount $47,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $77,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $121,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $175,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $63,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,589,000
Number of returns with total tax payments 1,120
Total tax payments amount $25,560,000
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 80
Refundable education credit amount $75,000
Number of returns with income tax 1,110
Income tax amount [10] $21,512,000
Number of returns with tax liability 1,120
Total tax liability amount [11] $23,428,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $2,181,000
Number of returns with overpayments refunded 620
Overpayments refunded amount [13] $3,399,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $881,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,580
Number of single returns 130
Number of joint returns 1,390
Number of head of household returns 40
Number of returns with paid preparer's signature 1,100
Number of exemptions 5,000
Number of dependents 2,040
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] 450
Adjust gross income (AGI) [5] $1,623,662,000
Number of returns with total income 1,580
Salaries and wages amount $1,644,530,000
Number of returns with salaries and wages 1,380
Salaries and wages amount $614,599
Number of returns with taxable interest 1,350
Taxable interest amount $29,296
Number of returns with ordinary dividends 1,240
Ordinary dividends amount $89,229,000
Number of returns with qualified dividends 1,200
Qualified dividends amount [6] $70,489
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $5,535
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $42,182,000
Number of returns with net capital gain (less loss) 1,210
Net capital gain (less loss) amount $621,370,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $15,009,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $12,727,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $390,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $7,763,000
Number of returns with partnership/S-corp net income (less loss) 540
Partnership/S-corp net income (less loss) amount $182,142,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $20,868,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 240
Self-employment retirement plans amount $8,124,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $3,737,000
Number of returns with IRA payments 20
IRA payments amount $196,000
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 70
Domestic production activities deduction amount $1,267,000
Number of returns with itemized deductions 1,550
Total itemized deductions amount $190,641,000
Amount of AGI for itemized returns $1,611,468,000
Number of returns with State and local income taxes 1,540
State and local income taxes amount $94,172,000
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 1,470
Real estate taxes amount $29,942,000
Number of returns with taxes paid 1,550
Taxes paid amount $125,221,000
Number of returns with mortgage interest paid 1,150
Mortgage interest paid amount $20,609,000
Number of returns with contributions 1,440
Contributions amount $54,174,000
Number of returns with taxable income 1,570
Taxable income amount $1,423,197,000
Number of returns with income tax before credits 1,570
Income tax before credits amount $384,758,000
Number of returns with alternative minimum tax 1,060
Alternative minimum tax amount $12,545,000
Number of returns with total tax credits 1,050
Total tax credits amount $6,868,000
Number of returns with foreign tax credit 780
Foreign tax credit amount $5,414,000
Number of returns with child and dependent care credit 340
Child and dependent care credit amount $191,000
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 60
Residential energy tax credit amount $108,000
Number of returns with self-employment tax 580
Self-employment tax amount $7,647,000
Number of returns with total tax payments 1,570
Total tax payments amount $445,403,000
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 1,570
Income tax amount [10] $377,890,000
Number of returns with tax liability 1,580
Total tax liability amount [11] $413,564,000
Number of returns with net investment income tax 1,130
Net investment income tax $23,155,000
Number of returns with tax due at time of filing 750
Tax due at time of filing amount [12] $22,565,000
Number of returns with overpayments refunded 490
Overpayments refunded amount [13] $10,601,000
Number of returns with credit to next year’s estimated tax 390
Credited to next year’s estimated tax amount $43,559,000

[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.