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ZIP Code Database - Facts & Stats

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ZIP Code 53037 Income Tax Stats

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

ZIP Code 53037 Data

Zip Code:53037
City:Jackson
State:WI [Wisconsin]
Counties: WASHINGTON, WI
City Alias(es):Jackson
Area Code:262
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


53037 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53037 [1] 5,200
Total Number of Single Tax Returns for ZIP Code 53037 2,210
Total Number of Joint Tax Returns for ZIP Code 53037 2,390
Total Number of Dependents for ZIP Code 53037 2,740
Total Adjusted Gross Income for ZIP Code 53037 $365,782,000
Average Income per Person for ZIP Code 53037 $39,501
Average Income per Household for ZIP Code 53037 $70,343

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


Adjusted Gross Income: 1 under $25,000

Number of returns 1,420
Number of single returns 1,180
Number of joint returns 140
Number of head of household returns 90
Number of returns with paid preparer's signature 590
Number of exemptions 1,260
Number of dependents 180
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] 130
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $16,066,000
Number of returns with total income 1,420
Salaries and wages amount $16,359,000
Number of returns with salaries and wages 1,070
Salaries and wages amount $11,683
Number of returns with taxable interest 340
Taxable interest amount $162
Number of returns with ordinary dividends 200
Ordinary dividends amount $286,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $168
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $17
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $762,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $164,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,056,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $1,845,000
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 110
Taxable Social Security benefits amount $187,000
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 170
Total statutory adjustments amount $293,000
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 $60,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $56,000
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 $1,890,000
Amount of AGI for itemized returns $1,605,000
Number of returns with State and local income taxes 40
State and local income taxes amount $34,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $35,000
Number of returns with real estate taxes 90
Real estate taxes amount $331,000
Number of returns with taxes paid 110
Taxes paid amount $421,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $322,000
Number of returns with contributions 90
Contributions amount $160,000
Number of returns with taxable income 690
Taxable income amount $4,373,000
Number of returns with income tax before credits 680
Income tax before credits amount $453,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $50,000
Number of returns with foreign tax credit 30
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 40
Nonrefundable education credit amount $23,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 20
Child tax credit amount $12,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $137,000
Number of returns with total tax payments 1,230
Total tax payments amount $1,821,000
Number of returns with earned income credit 230
Earned income credit amount [8] $437,000
Number of returns with excess earned income credit 200
Excess earned income credit (refundable) amount [9] $382,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $99,000
Number of returns with refundable education credit 40
Refundable education credit amount $35,000
Number of returns with income tax 620
Income tax amount [10] $402,000
Number of returns with tax liability 700
Total tax liability amount [11] $563,000
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] $76,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $1,312,000
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 1,070
Number of single returns 680
Number of joint returns 260
Number of head of household returns 120
Number of returns with paid preparer's signature 520
Number of exemptions 1,630
Number of dependents 320
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 150
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $39,705,000
Number of returns with total income 1,070
Salaries and wages amount $40,253,000
Number of returns with salaries and wages 880
Salaries and wages amount $30,153
Number of returns with taxable interest 340
Taxable interest amount $210
Number of returns with ordinary dividends 190
Ordinary dividends amount $417,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $278
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $108
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $898,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $531,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,937,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $3,593,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $202,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $1,825,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $262,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $548,000
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 $382,000
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $77,000
Number of returns with IRA payments 30
IRA payments amount $112,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $119,000
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 240
Total itemized deductions amount $3,777,000
Amount of AGI for itemized returns $9,708,000
Number of returns with State and local income taxes 180
State and local income taxes amount $353,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $43,000
Number of returns with real estate taxes 210
Real estate taxes amount $696,000
Number of returns with taxes paid 240
Taxes paid amount $1,116,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $737,000
Number of returns with contributions 180
Contributions amount $513,000
Number of returns with taxable income 1,040
Taxable income amount $22,584,000
Number of returns with income tax before credits 1,030
Income tax before credits amount $2,840,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $242,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $65,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 140
Child tax credit amount $129,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 90
Self-employment tax amount $216,000
Number of returns with total tax payments 1,030
Total tax payments amount $4,379,000
Number of returns with earned income credit 120
Earned income credit amount [8] $227,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [9] $173,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $115,000
Number of returns with refundable education credit 40
Refundable education credit amount $30,000
Number of returns with income tax 950
Income tax amount [10] $2,598,000
Number of returns with tax liability 970
Total tax liability amount [11] $2,858,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $238,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [13] $1,716,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $46,000

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

Number of returns 850
Number of single returns 380
Number of joint returns 370
Number of head of household returns 80
Number of returns with paid preparer's signature 450
Number of exemptions 1,610
Number of dependents 400
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] 250
Adjust gross income (AGI) [5] $52,220,000
Number of returns with total income 850
Salaries and wages amount $53,031,000
Number of returns with salaries and wages 740
Salaries and wages amount $41,259
Number of returns with taxable interest 350
Taxable interest amount $258
Number of returns with ordinary dividends 230
Ordinary dividends amount $404,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $268
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $200
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $869,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $664,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,830,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $4,079,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $89,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,115,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $158,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $811,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $207,000
Number of returns with IRA payments 30
IRA payments amount $104,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $112,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $6,441,000
Amount of AGI for itemized returns $25,357,000
Number of returns with State and local income taxes 380
State and local income taxes amount $1,157,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $41,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,260,000
Number of returns with taxes paid 400
Taxes paid amount $2,496,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,705,000
Number of returns with contributions 310
Contributions amount $775,000
Number of returns with taxable income 840
Taxable income amount $34,927,000
Number of returns with income tax before credits 840
Income tax before credits amount $4,967,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $367,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 170
Child tax credit amount $259,000
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 $274,000
Number of returns with total tax payments 840
Total tax payments amount $6,293,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $51,000
Number of returns with refundable education credit 30
Refundable education credit amount $31,000
Number of returns with income tax 810
Income tax amount [10] $4,600,000
Number of returns with tax liability 830
Total tax liability amount [11] $4,891,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $281,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $1,641,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $16,000

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

Number of returns 660
Number of single returns 130
Number of joint returns 500
Number of head of household returns 50
Number of returns with paid preparer's signature 370
Number of exemptions 1,660
Number of dependents 500
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] 190
Adjust gross income (AGI) [5] $57,263,000
Number of returns with total income 660
Salaries and wages amount $57,818,000
Number of returns with salaries and wages 600
Salaries and wages amount $45,548
Number of returns with taxable interest 350
Taxable interest amount $137
Number of returns with ordinary dividends 200
Ordinary dividends amount $447,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $308
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $240
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,095,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $655,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,786,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $4,041,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $51,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,167,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $405,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $555,000
Number of returns with educator expenses 30
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $113,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $124,000
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 420
Total itemized deductions amount $7,854,000
Amount of AGI for itemized returns $36,652,000
Number of returns with State and local income taxes 410
State and local income taxes amount $1,775,000
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 410
Real estate taxes amount $1,607,000
Number of returns with taxes paid 420
Taxes paid amount $3,438,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $2,331,000
Number of returns with contributions 350
Contributions amount $1,021,000
Number of returns with taxable income 660
Taxable income amount $39,786,000
Number of returns with income tax before credits 660
Income tax before credits amount $5,729,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $516,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $377,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 90
Self-employment tax amount $252,000
Number of returns with total tax payments 660
Total tax payments amount $6,585,000
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 $41,000
Number of returns with income tax 650
Income tax amount [10] $5,213,000
Number of returns with tax liability 650
Total tax liability amount [11] $5,514,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $368,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [13] $1,401,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $31,000

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

Number of returns 1,010
Number of single returns 70
Number of joint returns 940
Number of head of household returns 0
Number of returns with paid preparer's signature 520
Number of exemptions 3,040
Number of dependents 1,100
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] $134,394,000
Number of returns with total income 1,010
Salaries and wages amount $136,038,000
Number of returns with salaries and wages 950
Salaries and wages amount $113,469
Number of returns with taxable interest 570
Taxable interest amount $307
Number of returns with ordinary dividends 340
Ordinary dividends amount $877,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $676
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $715
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,662,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $2,342,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,732,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $5,370,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $112,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,701,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,374,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,644,000
Number of returns with educator expenses 60
Educator expenses amount $16,000
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 $677,000
Number of returns with IRA payments 40
IRA payments amount $194,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $207,000
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 $218,000
Number of returns with itemized deductions 880
Total itemized deductions amount $20,185,000
Amount of AGI for itemized returns $119,445,000
Number of returns with State and local income taxes 870
State and local income taxes amount $6,459,000
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 860
Real estate taxes amount $3,719,000
Number of returns with taxes paid 880
Taxes paid amount $10,329,000
Number of returns with mortgage interest paid 810
Mortgage interest paid amount $5,725,000
Number of returns with contributions 780
Contributions amount $2,418,000
Number of returns with taxable income 1,010
Taxable income amount $100,254,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $16,633,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $686,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $158,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $396,000
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 $412,000
Number of returns with total tax payments 1,000
Total tax payments amount $17,619,000
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 $94,000
Number of returns with income tax 1,000
Income tax amount [10] $15,946,000
Number of returns with tax liability 1,000
Total tax liability amount [11] $16,456,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,321,000
Number of returns with overpayments refunded 630
Overpayments refunded amount [13] $2,335,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $135,000

Adjusted Gross Income: $200,000 or more

Number of returns 190
Number of single returns 0
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 610
Number of dependents 240
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] $66,134,000
Number of returns with total income 190
Salaries and wages amount $67,300,000
Number of returns with salaries and wages 180
Salaries and wages amount $44,812
Number of returns with taxable interest 150
Taxable interest amount $830
Number of returns with ordinary dividends 120
Ordinary dividends amount $970,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $662
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $244
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,972,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $3,160,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $1,080,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,250,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $10,443,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,166,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 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 190
Total itemized deductions amount $9,236,000
Amount of AGI for itemized returns $64,481,000
Number of returns with State and local income taxes 190
State and local income taxes amount $3,899,000
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 180
Real estate taxes amount $1,155,000
Number of returns with taxes paid 190
Taxes paid amount $5,197,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,578,000
Number of returns with contributions 180
Contributions amount $1,915,000
Number of returns with taxable income 190
Taxable income amount $54,899,000
Number of returns with income tax before credits 190
Income tax before credits amount $14,026,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $409,000
Number of returns with total tax credits 80
Total tax credits amount $29,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 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 30
Self-employment tax amount $310,000
Number of returns with total tax payments 190
Total tax payments amount $14,136,000
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 190
Income tax amount [10] $13,976,000
Number of returns with tax liability 190
Total tax liability amount [11] $14,554,000
Number of returns with net investment income tax 90
Net investment income tax $105,000
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $1,538,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [13] $603,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $499,000

[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.