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ZIP Code Database - Facts & Stats

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ZIP Code 52172 Income Tax Stats

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

ZIP Code 52172 Data

Zip Code:52172
City:Waukon
State:IA [Iowa]
Counties: ALLAMAKEE, IA
City Alias(es):Waukon
Area Code:563
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


52172 Income Tax Overview

Total Number of Tax Returns for ZIP Code 52172 [1] 2,770
Total Number of Single Tax Returns for ZIP Code 52172 1,160
Total Number of Joint Tax Returns for ZIP Code 52172 1,210
Total Number of Dependents for ZIP Code 52172 1,660
Total Adjusted Gross Income for ZIP Code 52172 $148,460,000
Average Income per Person for ZIP Code 52172 $23,554
Average Income per Household for ZIP Code 52172 $53,596

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 980
Number of single returns 710
Number of joint returns 150
Number of head of household returns 110
Number of returns with paid preparer's signature 600
Number of exemptions 1,240
Number of dependents 320
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 270
Adjust gross income (AGI) [5] $12,675,000
Number of returns with total income 980
Salaries and wages amount $13,185,000
Number of returns with salaries and wages 760
Salaries and wages amount $9,380
Number of returns with taxable interest 300
Taxable interest amount $283
Number of returns with ordinary dividends 120
Ordinary dividends amount $149,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $97
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $910,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $381,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $461,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $1,066,000
Number of farm returns 90
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $186,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $101,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $202,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $510,000
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 50
Self-employment health insurance deduction amount $192,000
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 $40,000
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 $84,000
Number of returns with itemized deductions 80
Total itemized deductions amount $1,557,000
Amount of AGI for itemized returns $1,112,000
Number of returns with State and local income taxes 20
State and local income taxes amount $22,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $31,000
Number of returns with real estate taxes 50
Real estate taxes amount $101,000
Number of returns with taxes paid 80
Taxes paid amount $195,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 60
Contributions amount $105,000
Number of returns with taxable income 470
Taxable income amount $2,771,000
Number of returns with income tax before credits 460
Income tax before credits amount $287,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $32,000
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 20
Nonrefundable education credit amount $9,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 30
Child tax credit amount $8,000
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 $192,000
Number of returns with total tax payments 850
Total tax payments amount $1,752,000
Number of returns with earned income credit 260
Earned income credit amount [8] $641,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $558,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $185,000
Number of returns with refundable education credit 30
Refundable education credit amount $24,000
Number of returns with income tax 400
Income tax amount [10] $254,000
Number of returns with tax liability 510
Total tax liability amount [11] $470,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $116,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [13] $1,368,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $33,000

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

Number of returns 750
Number of single returns 420
Number of joint returns 240
Number of head of household returns 70
Number of returns with paid preparer's signature 520
Number of exemptions 1,380
Number of dependents 400
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 200
Adjust gross income (AGI) [5] $27,358,000
Number of returns with total income 750
Salaries and wages amount $28,057,000
Number of returns with salaries and wages 630
Salaries and wages amount $21,385
Number of returns with taxable interest 280
Taxable interest amount $277
Number of returns with ordinary dividends 110
Ordinary dividends amount $216,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $139
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $49
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,111,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $713,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $610,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $1,792,000
Number of farm returns 90
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $378,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $826,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $400,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $699,000
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 60
Self-employment health insurance deduction amount $284,000
Number of returns with IRA payments 30
IRA payments amount $112,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $102,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $54,000
Number of returns with itemized deductions 120
Total itemized deductions amount $1,747,000
Amount of AGI for itemized returns $4,506,000
Number of returns with State and local income taxes 80
State and local income taxes amount $150,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $48,000
Number of returns with real estate taxes 100
Real estate taxes amount $187,000
Number of returns with taxes paid 120
Taxes paid amount $384,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $302,000
Number of returns with contributions 80
Contributions amount $176,000
Number of returns with taxable income 720
Taxable income amount $14,571,000
Number of returns with income tax before credits 700
Income tax before credits amount $1,770,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $198,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $31,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 120
Child tax credit amount $125,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $250,000
Number of returns with total tax payments 710
Total tax payments amount $3,084,000
Number of returns with earned income credit 120
Earned income credit amount [8] $260,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $205,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $177,000
Number of returns with refundable education credit 20
Refundable education credit amount $18,000
Number of returns with income tax 610
Income tax amount [10] $1,572,000
Number of returns with tax liability 660
Total tax liability amount [11] $1,861,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $220,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [13] $1,421,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 430
Number of single returns 130
Number of joint returns 270
Number of head of household returns 30
Number of returns with paid preparer's signature 340
Number of exemptions 1,020
Number of dependents 320
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] 140
Adjust gross income (AGI) [5] $26,292,000
Number of returns with total income 430
Salaries and wages amount $27,074,000
Number of returns with salaries and wages 370
Salaries and wages amount $19,432
Number of returns with taxable interest 220
Taxable interest amount $297
Number of returns with ordinary dividends 100
Ordinary dividends amount $259,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $164
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $83
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,135,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $756,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $736,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $1,623,000
Number of farm returns 60
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $267,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $1,600,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($29,000)
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $782,000
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 $290,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $258,000
Number of returns with IRA payments 30
IRA payments amount $134,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $72,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $155,000
Number of returns with itemized deductions 130
Total itemized deductions amount $2,109,000
Amount of AGI for itemized returns $8,073,000
Number of returns with State and local income taxes 120
State and local income taxes amount $377,000
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 $218,000
Number of returns with taxes paid 130
Taxes paid amount $658,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $300,000
Number of returns with contributions 100
Contributions amount $311,000
Number of returns with taxable income 430
Taxable income amount $16,660,000
Number of returns with income tax before credits 430
Income tax before credits amount $2,176,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $301,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $46,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 130
Child tax credit amount $212,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 80
Self-employment tax amount $255,000
Number of returns with total tax payments 420
Total tax payments amount $2,859,000
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 20
Additional child tax credit amount $40,000
Number of returns with refundable education credit 30
Refundable education credit amount $25,000
Number of returns with income tax 400
Income tax amount [10] $1,874,000
Number of returns with tax liability 410
Total tax liability amount [11] $2,162,000
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] $259,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [13] $921,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $45,000

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

Number of returns 290
Number of single returns 40
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 250
Number of exemptions 790
Number of dependents 250
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $25,049,000
Number of returns with total income 290
Salaries and wages amount $25,729,000
Number of returns with salaries and wages 240
Salaries and wages amount $17,152
Number of returns with taxable interest 200
Taxable interest amount $252
Number of returns with ordinary dividends 80
Ordinary dividends amount $396,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $280
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $972,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $1,064,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $609,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $1,816,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $154,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,758,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $654,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $680,000
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 20
Self-employment health insurance deduction amount $197,000
Number of returns with IRA payments 40
IRA payments amount $204,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $74,000
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 110
Total itemized deductions amount $2,149,000
Amount of AGI for itemized returns $9,034,000
Number of returns with State and local income taxes 90
State and local income taxes amount $416,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $42,000
Number of returns with real estate taxes 100
Real estate taxes amount $253,000
Number of returns with taxes paid 110
Taxes paid amount $733,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $380,000
Number of returns with contributions 80
Contributions amount $264,000
Number of returns with taxable income 290
Taxable income amount $17,343,000
Number of returns with income tax before credits 290
Income tax before credits amount $2,313,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $278,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $32,000
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 $193,000
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 $214,000
Number of returns with total tax payments 280
Total tax payments amount $2,723,000
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 $20,000
Number of returns with income tax 280
Income tax amount [10] $2,035,000
Number of returns with tax liability 290
Total tax liability amount [11] $2,256,000
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] $295,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [13] $687,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $71,000

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

Number of returns 270
Number of single returns 30
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 840
Number of dependents 320
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] 80
Adjust gross income (AGI) [5] $35,393,000
Number of returns with total income 270
Salaries and wages amount $36,094,000
Number of returns with salaries and wages 250
Salaries and wages amount $25,907
Number of returns with taxable interest 210
Taxable interest amount $277
Number of returns with ordinary dividends 100
Ordinary dividends amount $449,000
Number of returns with qualified dividends 100
Qualified dividends amount [6] $328
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $152
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $2,966,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $2,235,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,307,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $2,096,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $131,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,780,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,641,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $701,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $180,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $58,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $417,000
Number of returns with itemized deductions 180
Total itemized deductions amount $3,498,000
Amount of AGI for itemized returns $23,730,000
Number of returns with State and local income taxes 170
State and local income taxes amount $1,306,000
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 170
Real estate taxes amount $464,000
Number of returns with taxes paid 180
Taxes paid amount $1,867,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $781,000
Number of returns with contributions 150
Contributions amount $409,000
Number of returns with taxable income 270
Taxable income amount $27,227,000
Number of returns with income tax before credits 270
Income tax before credits amount $4,354,000
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 $256,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $71,000
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 $143,000
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 $512,000
Number of returns with total tax payments 270
Total tax payments amount $4,729,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 40
Refundable education credit amount $43,000
Number of returns with income tax 270
Income tax amount [10] $4,098,000
Number of returns with tax liability 270
Total tax liability amount [11] $4,400,000
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] $492,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $882,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $351,000

Adjusted Gross Income: $200,000 or more

Number of returns 50
Number of single returns 0
Number of joint returns 50
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 150
Number of dependents 50
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] 30
Adjust gross income (AGI) [5] $21,693,000
Number of returns with total income 50
Salaries and wages amount $22,660,000
Number of returns with salaries and wages 40
Salaries and wages amount $5,746
Number of returns with taxable interest 50
Taxable interest amount $585
Number of returns with ordinary dividends 30
Ordinary dividends amount $339,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $246
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $79
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $1,688,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 20
Taxable pensions and annuities amount $1,249,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $7,671,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $967,000
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 20
Self-employment health insurance deduction amount $217,000
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 50
Total itemized deductions amount $2,113,000
Amount of AGI for itemized returns $20,470,000
Number of returns with State and local income taxes 50
State and local income taxes amount $1,182,000
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 50
Real estate taxes amount $209,000
Number of returns with taxes paid 50
Taxes paid amount $1,426,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 50
Contributions amount $418,000
Number of returns with taxable income 50
Taxable income amount $19,163,000
Number of returns with income tax before credits 50
Income tax before credits amount $5,052,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $114,000
Number of returns with total tax credits 30
Total tax credits amount $9,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 50
Total tax payments amount $4,762,000
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 50
Income tax amount [10] $5,033,000
Number of returns with tax liability 50
Total tax liability amount [11] $5,374,000
Number of returns with net investment income tax 40
Net investment income tax $74,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $1,176,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.