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 02633 Income Tax Stats

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

ZIP Code 02633 Data

Zip Code:02633
City:Chatham
State:MA [Massachusetts]
Counties: BARNSTABLE, MA
City Alias(es):Chatham
Area Code:508 / 774
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


02633 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02633 [1] 2,280
Total Number of Single Tax Returns for ZIP Code 02633 790
Total Number of Joint Tax Returns for ZIP Code 02633 940
Total Number of Dependents for ZIP Code 02633 600
Total Adjusted Gross Income for ZIP Code 02633 $268,744,000
Average Income per Person for ZIP Code 02633 $69,193
Average Income per Household for ZIP Code 02633 $117,870

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


Adjusted Gross Income: 1 under $25,000

Number of returns 620
Number of single returns 490
Number of joint returns 70
Number of head of household returns 50
Number of returns with paid preparer's signature 360
Number of exemptions 660
Number of dependents 100
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] 210
Adjust gross income (AGI) [5] $7,664,000
Number of returns with total income 620
Salaries and wages amount $7,966,000
Number of returns with salaries and wages 400
Salaries and wages amount $4,895
Number of returns with taxable interest 160
Taxable interest amount $142
Number of returns with ordinary dividends 150
Ordinary dividends amount $456,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $360
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $9
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $970,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $131,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $451,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $669,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $99,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $112,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $302,000
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 $120,000
Number of returns with IRA payments 20
IRA payments amount $86,000
Number of returns with student loan interest deduction 20
Student loan interest deduction amount $22,000
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 90
Total itemized deductions amount $1,575,000
Amount of AGI for itemized returns $1,242,000
Number of returns with State and local income taxes 50
State and local income taxes amount $50,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $13,000
Number of returns with real estate taxes 60
Real estate taxes amount $228,000
Number of returns with taxes paid 80
Taxes paid amount $304,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $352,000
Number of returns with contributions 60
Contributions amount $81,000
Number of returns with taxable income 300
Taxable income amount $1,825,000
Number of returns with income tax before credits 280
Income tax before credits amount $183,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 50
Total tax credits amount $17,000
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 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $161,000
Number of returns with total tax payments 480
Total tax payments amount $906,000
Number of returns with earned income credit 120
Earned income credit amount [8] $213,000
Number of returns with excess earned income credit 80
Excess earned income credit (refundable) amount [9] $170,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $58,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 260
Income tax amount [10] $166,000
Number of returns with tax liability 350
Total tax liability amount [11] $336,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $95,000
Number of returns with overpayments refunded 410
Overpayments refunded amount [13] $647,000
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 430
Number of single returns 280
Number of joint returns 90
Number of head of household returns 50
Number of returns with paid preparer's signature 280
Number of exemptions 630
Number of dependents 110
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 150
Adjust gross income (AGI) [5] $15,540,000
Number of returns with total income 430
Salaries and wages amount $15,992,000
Number of returns with salaries and wages 310
Salaries and wages amount $9,901
Number of returns with taxable interest 140
Taxable interest amount $228
Number of returns with ordinary dividends 120
Ordinary dividends amount $671,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $504
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $28
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,412,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $362,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $673,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $1,419,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $220,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $779,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $203,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $452,000
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 $139,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $47,000
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 140
Total itemized deductions amount $2,965,000
Amount of AGI for itemized returns $4,989,000
Number of returns with State and local income taxes 110
State and local income taxes amount $259,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $28,000
Number of returns with real estate taxes 90
Real estate taxes amount $346,000
Number of returns with taxes paid 140
Taxes paid amount $645,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $589,000
Number of returns with contributions 100
Contributions amount $239,000
Number of returns with taxable income 410
Taxable income amount $8,122,000
Number of returns with income tax before credits 390
Income tax before credits amount $976,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $93,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 50
Child tax credit amount $48,000
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 $242,000
Number of returns with total tax payments 410
Total tax payments amount $1,619,000
Number of returns with earned income credit 50
Earned income credit amount [8] $88,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [9] $64,000
Number of returns with additional child tax credit 40
Additional child tax credit amount $38,000
Number of returns with refundable education credit 30
Refundable education credit amount $33,000
Number of returns with income tax 350
Income tax amount [10] $883,000
Number of returns with tax liability 380
Total tax liability amount [11] $1,153,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $206,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $632,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $55,000

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

Number of returns 310
Number of single returns 160
Number of joint returns 110
Number of head of household returns 20
Number of returns with paid preparer's signature 200
Number of exemptions 510
Number of dependents 100
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] 40
Number of elderly returns [4] 170
Adjust gross income (AGI) [5] $18,671,000
Number of returns with total income 310
Salaries and wages amount $19,150,000
Number of returns with salaries and wages 200
Salaries and wages amount $9,156
Number of returns with taxable interest 150
Taxable interest amount $144
Number of returns with ordinary dividends 140
Ordinary dividends amount $949,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $748
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $1,202,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $638,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,331,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,287,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $179,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $1,857,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $187,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $479,000
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 $207,000
Number of returns with IRA payments 20
IRA payments amount $143,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $25,000
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 120
Total itemized deductions amount $2,431,000
Amount of AGI for itemized returns $7,482,000
Number of returns with State and local income taxes 110
State and local income taxes amount $271,000
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 110
Real estate taxes amount $416,000
Number of returns with taxes paid 120
Taxes paid amount $727,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $583,000
Number of returns with contributions 100
Contributions amount $202,000
Number of returns with taxable income 300
Taxable income amount $12,557,000
Number of returns with income tax before credits 300
Income tax before credits amount $1,716,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $102,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 40
Child tax credit amount $51,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $211,000
Number of returns with total tax payments 290
Total tax payments amount $1,975,000
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 290
Income tax amount [10] $1,614,000
Number of returns with tax liability 290
Total tax liability amount [11] $1,840,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $337,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $388,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $82,000

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

Number of returns 220
Number of single returns 80
Number of joint returns 130
Number of head of household returns 20
Number of returns with paid preparer's signature 160
Number of exemptions 430
Number of dependents 80
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] 150
Adjust gross income (AGI) [5] $19,218,000
Number of returns with total income 220
Salaries and wages amount $19,686,000
Number of returns with salaries and wages 120
Salaries and wages amount $6,872
Number of returns with taxable interest 150
Taxable interest amount $185
Number of returns with ordinary dividends 120
Ordinary dividends amount $1,159,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $879
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $47
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $1,324,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $890,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,921,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,988,000
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 120
Taxable Social Security benefits amount $2,518,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $354,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $468,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $354,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $212,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $34,000
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 $94,000
Number of returns with itemized deductions 130
Total itemized deductions amount $3,348,000
Amount of AGI for itemized returns $11,704,000
Number of returns with State and local income taxes 120
State and local income taxes amount $635,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $39,000
Number of returns with real estate taxes 120
Real estate taxes amount $498,000
Number of returns with taxes paid 130
Taxes paid amount $1,192,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $715,000
Number of returns with contributions 110
Contributions amount $302,000
Number of returns with taxable income 220
Taxable income amount $13,301,000
Number of returns with income tax before credits 210
Income tax before credits amount $1,896,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $100,000
Number of returns with foreign tax credit 50
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 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 20
Child tax credit amount $42,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $204,000
Number of returns with total tax payments 210
Total tax payments amount $2,231,000
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 20
Refundable education credit amount $24,000
Number of returns with income tax 210
Income tax amount [10] $1,796,000
Number of returns with tax liability 210
Total tax liability amount [11] $2,010,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $255,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $320,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $154,000

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

Number of returns 430
Number of single returns 90
Number of joint returns 330
Number of head of household returns 0
Number of returns with paid preparer's signature 310
Number of exemptions 880
Number of dependents 130
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] 300
Adjust gross income (AGI) [5] $59,667,000
Number of returns with total income 430
Salaries and wages amount $61,273,000
Number of returns with salaries and wages 240
Salaries and wages amount $20,264
Number of returns with taxable interest 320
Taxable interest amount $912
Number of returns with ordinary dividends 280
Ordinary dividends amount $4,492,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $3,634
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $228
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $4,932,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $3,477,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $6,373,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $10,635,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $250,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $5,975,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $2,079,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $1,606,000
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 60
Self-employment health insurance deduction amount $574,000
Number of returns with IRA payments 30
IRA payments amount $184,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $10,420,000
Amount of AGI for itemized returns $47,285,000
Number of returns with State and local income taxes 320
State and local income taxes amount $2,258,000
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 310
Real estate taxes amount $1,665,000
Number of returns with taxes paid 340
Taxes paid amount $4,096,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $2,208,000
Number of returns with contributions 310
Contributions amount $1,219,000
Number of returns with taxable income 430
Taxable income amount $44,504,000
Number of returns with income tax before credits 420
Income tax before credits amount $7,365,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $54,000
Number of returns with total tax credits 190
Total tax credits amount $234,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $43,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $27,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 30
Child tax credit amount $37,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 100
Self-employment tax amount $801,000
Number of returns with total tax payments 420
Total tax payments amount $8,255,000
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 420
Income tax amount [10] $7,131,000
Number of returns with tax liability 420
Total tax liability amount [11] $7,962,000
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] $1,238,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [13] $1,020,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $497,000

Adjusted Gross Income: $200,000 or more

Number of returns 270
Number of single returns 60
Number of joint returns 210
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 560
Number of dependents 80
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] $147,984,000
Number of returns with total income 270
Salaries and wages amount $150,588,000
Number of returns with salaries and wages 180
Salaries and wages amount $51,713
Number of returns with taxable interest 240
Taxable interest amount $2,747
Number of returns with ordinary dividends 220
Ordinary dividends amount $11,578,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $9,300
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $773
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $9,678,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $30,730,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $8,411,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $6,868,000
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 140
Taxable Social Security benefits amount $4,112,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $21,693,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $2,604,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $897,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $538,000
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 260
Total itemized deductions amount $22,202,000
Amount of AGI for itemized returns $145,132,000
Number of returns with State and local income taxes 260
State and local income taxes amount $9,099,000
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 250
Real estate taxes amount $3,322,000
Number of returns with taxes paid 260
Taxes paid amount $12,580,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $2,605,000
Number of returns with contributions 250
Contributions amount $4,180,000
Number of returns with taxable income 270
Taxable income amount $124,456,000
Number of returns with income tax before credits 270
Income tax before credits amount $33,589,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $1,440,000
Number of returns with total tax credits 150
Total tax credits amount $601,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $369,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $971,000
Number of returns with total tax payments 270
Total tax payments amount $36,856,000
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 270
Income tax amount [10] $32,988,000
Number of returns with tax liability 270
Total tax liability amount [11] $35,454,000
Number of returns with net investment income tax 190
Net investment income tax $1,203,000
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $3,904,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $1,062,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $4,178,000

[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.