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ZIP Code Database - Facts & Stats

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ZIP Code 02860 Income Tax Stats

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

ZIP Code 02860 Data

Zip Code:02860
City:Pawtucket
State:RI [Rhode Island]
Counties: PROVIDENCE, RI
City Alias(es):Pawtucket
Area Code:401
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





02860 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02860 [1] 22,050
Total Number of Single Tax Returns for ZIP Code 02860 4,210
Total Number of Joint Tax Returns for ZIP Code 02860 4,330
Total Number of Dependents for ZIP Code 02860 13,270
Total Adjusted Gross Income for ZIP Code 02860 $855,915,000
Average Income per Person for ZIP Code 02860 $18,937
Average Income per Household for ZIP Code 02860 $38,817

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 9,660
Number of single returns 6,500
Number of joint returns 760
Number of head of household returns 2,290
Number of returns with paid preparer's signature 5,830
Number of exemptions 14,090
Number of dependents 4,970
Total number of volunteer prepared returns [5] 580
Number of volunteer income tax assistance (VITA) prepared returns [3] 480
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 230
Number of refund anticipation check returns [3] 2,230
Number of elderly returns [4] 1,340
Adjust gross income (AGI) [5] $126,288,000
Number of returns with total income 9,660
Salaries and wages amount $127,557,000
Number of returns with salaries and wages 8,240
Salaries and wages amount $109,823
Number of returns with taxable interest 790
Taxable interest amount $346
Number of returns with ordinary dividends 250
Ordinary dividends amount $360,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $213
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $66
Number of returns with business or professional net income (less loss) 1,300
Business or professional net income (less loss) amount $8,779,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $114,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $1,951,000
Number of returns with taxable pensions and annuities 750
Taxable pensions and annuities amount $4,842,000
Number of farm returns 0
Number of returns with unemployment compensation 590
Unemployment compensation amount [7] $1,916,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $342,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $197,000
Number of returns with total statutory adjustments 1,390
Total statutory adjustments amount $1,269,000
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 $65,000
Number of returns with IRA payments 30
IRA payments amount $71,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $242,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $103,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 300
Total itemized deductions amount $3,752,000
Amount of AGI for itemized returns $4,760,000
Number of returns with State and local income taxes 210
State and local income taxes amount $304,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $40,000
Number of returns with real estate taxes 190
Real estate taxes amount $621,000
Number of returns with taxes paid 290
Taxes paid amount $1,125,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $779,000
Number of returns with contributions 170
Contributions amount $280,000
Number of returns with taxable income 4,490
Taxable income amount $27,832,000
Number of returns with income tax before credits 4,520
Income tax before credits amount $2,997,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,430
Total tax credits amount $492,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $193,000
Number of returns with retirement savings contribution credit 550
Retirement savings contribution credit amount $87,000
Number of returns with child tax credit 530
Child tax credit amount $179,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,050
Self-employment tax amount $1,367,000
Number of returns with total tax payments 9,030
Total tax payments amount $24,783,000
Number of returns with earned income credit 4,230
Earned income credit amount [8] $11,271,000
Number of returns with excess earned income credit 3,800
Excess earned income credit (refundable) amount [9] $10,305,000
Number of returns with additional child tax credit 2,540
Additional child tax credit amount $3,026,000
Number of returns with refundable education credit 470
Refundable education credit amount $393,000
Number of returns with income tax 3,550
Income tax amount [10] $2,504,000
Number of returns with tax liability 4,550
Total tax liability amount [11] $4,066,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 610
Tax due at time of filing amount [12] $544,000
Number of returns with overpayments refunded 8,580
Overpayments refunded amount [13] $21,209,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $36,000

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

Number of returns 7,340
Number of single returns 3,860
Number of joint returns 1,070
Number of head of household returns 2,210
Number of returns with paid preparer's signature 4,460
Number of exemptions 13,250
Number of dependents 4,860
Total number of volunteer prepared returns [5] 250
Number of volunteer income tax assistance (VITA) prepared returns [3] 210
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 40
Number of refund anticipation check returns [3] 1,770
Number of elderly returns [4] 800
Adjust gross income (AGI) [5] $261,270,000
Number of returns with total income 7,340
Salaries and wages amount $263,086,000
Number of returns with salaries and wages 7,080
Salaries and wages amount $245,103
Number of returns with taxable interest 760
Taxable interest amount $316
Number of returns with ordinary dividends 260
Ordinary dividends amount $365,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $270
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $277
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $5,114,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $660,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,708,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $6,193,000
Number of farm returns 0
Number of returns with unemployment compensation 510
Unemployment compensation amount [7] $2,563,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $2,546,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $366,000
Number of returns with total statutory adjustments 1,380
Total statutory adjustments amount $1,816,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $137,000
Number of returns with IRA payments 60
IRA payments amount $178,000
Number of returns with student loan interest deduction 820
Student loan interest deduction amount $832,000
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 $12,291,000
Amount of AGI for itemized returns $34,070,000
Number of returns with State and local income taxes 840
State and local income taxes amount $1,567,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $38,000
Number of returns with real estate taxes 590
Real estate taxes amount $1,956,000
Number of returns with taxes paid 890
Taxes paid amount $3,985,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $2,815,000
Number of returns with contributions 590
Contributions amount $1,232,000
Number of returns with taxable income 7,200
Taxable income amount $142,231,000
Number of returns with income tax before credits 7,190
Income tax before credits amount $17,915,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 3,330
Total tax credits amount $3,002,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 380
Child and dependent care credit amount $199,000
Number of returns with nonrefundable education credit 640
Nonrefundable education credit amount $665,000
Number of returns with retirement savings contribution credit 1,330
Retirement savings contribution credit amount $221,000
Number of returns with child tax credit 2,020
Child tax credit amount $1,849,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 470
Self-employment tax amount $829,000
Number of returns with total tax payments 7,280
Total tax payments amount $33,974,000
Number of returns with earned income credit 2,110
Earned income credit amount [8] $4,389,000
Number of returns with excess earned income credit 1,780
Excess earned income credit (refundable) amount [9] $3,782,000
Number of returns with additional child tax credit 1,370
Additional child tax credit amount $1,669,000
Number of returns with refundable education credit 470
Refundable education credit amount $412,000
Number of returns with income tax 5,840
Income tax amount [10] $14,913,000
Number of returns with tax liability 6,070
Total tax liability amount [11] $16,068,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 760
Tax due at time of filing amount [12] $1,102,000
Number of returns with overpayments refunded 6,550
Overpayments refunded amount [13] $18,896,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $35,000

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

Number of returns 2,700
Number of single returns 1,170
Number of joint returns 960
Number of head of household returns 500
Number of returns with paid preparer's signature 1,750
Number of exemptions 5,450
Number of dependents 1,790
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
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] 470
Number of elderly returns [4] 470
Adjust gross income (AGI) [5] $163,425,000
Number of returns with total income 2,700
Salaries and wages amount $164,639,000
Number of returns with salaries and wages 2,560
Salaries and wages amount $147,005
Number of returns with taxable interest 590
Taxable interest amount $402
Number of returns with ordinary dividends 250
Ordinary dividends amount $451,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $323
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $361
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $2,951,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $936,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,542,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $6,137,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $1,021,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $4,224,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $737,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $1,214,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $245,000
Number of returns with IRA payments 40
IRA payments amount $149,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $463,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $86,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 890
Total itemized deductions amount $14,666,000
Amount of AGI for itemized returns $54,974,000
Number of returns with State and local income taxes 870
State and local income taxes amount $2,404,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $63,000
Number of returns with real estate taxes 680
Real estate taxes amount $2,298,000
Number of returns with taxes paid 890
Taxes paid amount $5,309,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,439,000
Number of returns with contributions 660
Contributions amount $1,654,000
Number of returns with taxable income 2,690
Taxable income amount $109,659,000
Number of returns with income tax before credits 2,690
Income tax before credits amount $15,799,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,120
Total tax credits amount $1,580,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $72,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $315,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $31,000
Number of returns with child tax credit 760
Child tax credit amount $1,086,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 220
Self-employment tax amount $516,000
Number of returns with total tax payments 2,670
Total tax payments amount $20,648,000
Number of returns with earned income credit 20
Earned income credit amount [8] $8,000
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 110
Additional child tax credit amount $113,000
Number of returns with refundable education credit 190
Refundable education credit amount $169,000
Number of returns with income tax 2,580
Income tax amount [10] $14,219,000
Number of returns with tax liability 2,610
Total tax liability amount [11] $14,885,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [12] $994,000
Number of returns with overpayments refunded 2,240
Overpayments refunded amount [13] $6,653,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $47,000

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

Number of returns 1,130
Number of single returns 360
Number of joint returns 650
Number of head of household returns 110
Number of returns with paid preparer's signature 750
Number of exemptions 2,550
Number of dependents 770
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] 150
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $97,045,000
Number of returns with total income 1,130
Salaries and wages amount $97,829,000
Number of returns with salaries and wages 1,040
Salaries and wages amount $81,734
Number of returns with taxable interest 370
Taxable interest amount $334
Number of returns with ordinary dividends 190
Ordinary dividends amount $690,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $483
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $295
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,920,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $1,135,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,068,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $5,199,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $554,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,419,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $598,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $784,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $379,000
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $105,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $174,000
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 560
Total itemized deductions amount $10,507,000
Amount of AGI for itemized returns $48,173,000
Number of returns with State and local income taxes 550
State and local income taxes amount $2,140,000
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 470
Real estate taxes amount $1,810,000
Number of returns with taxes paid 560
Taxes paid amount $4,372,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,509,000
Number of returns with contributions 440
Contributions amount $1,138,000
Number of returns with taxable income 1,130
Taxable income amount $70,027,000
Number of returns with income tax before credits 1,130
Income tax before credits amount $10,831,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $715,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $464,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $18,000
Number of returns with self-employment tax 100
Self-employment tax amount $347,000
Number of returns with total tax payments 1,120
Total tax payments amount $12,708,000
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 $68,000
Number of returns with income tax 1,120
Income tax amount [10] $10,115,000
Number of returns with tax liability 1,130
Total tax liability amount [11] $10,565,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $804,000
Number of returns with overpayments refunded 850
Overpayments refunded amount [13] $2,877,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $50,000

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

Number of returns 990
Number of single returns 200
Number of joint returns 720
Number of head of household returns 60
Number of returns with paid preparer's signature 670
Number of exemptions 2,410
Number of dependents 710
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] 70
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $129,815,000
Number of returns with total income 990
Salaries and wages amount $131,229,000
Number of returns with salaries and wages 910
Salaries and wages amount $104,243
Number of returns with taxable interest 460
Taxable interest amount $520
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,880,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $1,395
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $414
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $3,895,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $3,080,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,557,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $8,042,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $417,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $4,185,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,562,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $1,414,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $308,000
Number of returns with IRA payments 30
IRA payments amount $196,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $164,000
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 730
Total itemized deductions amount $16,332,000
Amount of AGI for itemized returns $97,493,000
Number of returns with State and local income taxes 720
State and local income taxes amount $4,517,000
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 660
Real estate taxes amount $3,196,000
Number of returns with taxes paid 730
Taxes paid amount $8,347,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,905,000
Number of returns with contributions 610
Contributions amount $1,782,000
Number of returns with taxable income 990
Taxable income amount $100,554,000
Number of returns with income tax before credits 990
Income tax before credits amount $17,646,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $68,000
Number of returns with total tax credits 400
Total tax credits amount $617,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $54,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $233,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 150
Self-employment tax amount $573,000
Number of returns with total tax payments 980
Total tax payments amount $19,333,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 90
Refundable education credit amount $99,000
Number of returns with income tax 990
Income tax amount [10] $17,028,000
Number of returns with tax liability 990
Total tax liability amount [11] $17,791,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $1,386,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $2,742,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $173,000

Adjusted Gross Income: $200,000 or more

Number of returns 230
Number of single returns 50
Number of joint returns 170
Number of head of household returns 0
Number of returns with paid preparer's signature 180
Number of exemptions 570
Number of dependents 170
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] 90
Adjust gross income (AGI) [5] $78,072,000
Number of returns with total income 230
Salaries and wages amount $79,662,000
Number of returns with salaries and wages 210
Salaries and wages amount $49,221
Number of returns with taxable interest 180
Taxable interest amount $594
Number of returns with ordinary dividends 140
Ordinary dividends amount $2,222,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $1,682
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $218
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $2,735,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $8,671,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,659,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $3,198,000
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 $1,368,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $9,976,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $1,590,000
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 $469,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $419,000
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 220
Total itemized deductions amount $10,173,000
Amount of AGI for itemized returns $76,189,000
Number of returns with State and local income taxes 220
State and local income taxes amount $4,195,000
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 210
Real estate taxes amount $1,711,000
Number of returns with taxes paid 220
Taxes paid amount $6,164,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,679,000
Number of returns with contributions 190
Contributions amount $1,585,000
Number of returns with taxable income 230
Taxable income amount $66,084,000
Number of returns with income tax before credits 230
Income tax before credits amount $16,703,000
Number of returns with alternative minimum tax 140
Alternative minimum tax amount $813,000
Number of returns with total tax credits 120
Total tax credits amount $200,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $60,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $464,000
Number of returns with total tax payments 230
Total tax payments amount $16,857,000
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 230
Income tax amount [10] $16,314,000
Number of returns with tax liability 230
Total tax liability amount [11] $17,225,000
Number of returns with net investment income tax 140
Net investment income tax $286,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [12] $2,213,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $1,131,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $648,000

[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.