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ZIP Code Database - Facts & Stats

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ZIP Code 53038 Income Tax Stats

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

ZIP Code 53038 Data

Zip Code:53038
City:Johnson Creek
State:WI [Wisconsin]
Counties: JEFFERSON, WI
City Alias(es):Johnson Creek
Area Code:920
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





53038 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53038 [1] 2,100
Total Number of Single Tax Returns for ZIP Code 53038 890
Total Number of Joint Tax Returns for ZIP Code 53038 930
Total Number of Dependents for ZIP Code 53038 1,210
Total Adjusted Gross Income for ZIP Code 53038 $139,031,000
Average Income per Person for ZIP Code 53038 $34,645
Average Income per Household for ZIP Code 53038 $66,205

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 540
Number of single returns 440
Number of joint returns 60
Number of head of household returns 40
Number of returns with paid preparer's signature 230
Number of exemptions 560
Number of dependents 110
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 50
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $6,297,000
Number of returns with total income 540
Salaries and wages amount $6,367,000
Number of returns with salaries and wages 430
Salaries and wages amount $4,875
Number of returns with taxable interest 120
Taxable interest amount $45
Number of returns with ordinary dividends 50
Ordinary dividends amount $72,000
Number of returns with qualified dividends 50
Qualified dividends amount [6] $34
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) 40
Business or professional net income (less loss) amount $154,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $98,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $352,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $674,000
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 40
Taxable Social Security benefits amount $77,000
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 70
Total statutory adjustments amount $70,000
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 20
Domestic production activities deduction amount $94,000
Number of returns with itemized deductions 40
Total itemized deductions amount $600,000
Amount of AGI for itemized returns $615,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 20
State and local general sales tax amount $12,000
Number of returns with real estate taxes 30
Real estate taxes amount $93,000
Number of returns with taxes paid 40
Taxes paid amount $131,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 20
Contributions amount $57,000
Number of returns with taxable income 270
Taxable income amount $1,587,000
Number of returns with income tax before credits 270
Income tax before credits amount $169,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 70
Total tax credits amount $24,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $13,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $43,000
Number of returns with total tax payments 490
Total tax payments amount $739,000
Number of returns with earned income credit 110
Earned income credit amount [8] $194,000
Number of returns with excess earned income credit 90
Excess earned income credit (refundable) amount [9] $171,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $52,000
Number of returns with refundable education credit 30
Refundable education credit amount $25,000
Number of returns with income tax 230
Income tax amount [10] $146,000
Number of returns with tax liability 270
Total tax liability amount [11] $200,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [12] $26,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $550,000
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 520
Number of single returns 310
Number of joint returns 130
Number of head of household returns 80
Number of returns with paid preparer's signature 280
Number of exemptions 900
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] 60
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $19,495,000
Number of returns with total income 520
Salaries and wages amount $19,759,000
Number of returns with salaries and wages 460
Salaries and wages amount $15,512
Number of returns with taxable interest 150
Taxable interest amount $77
Number of returns with ordinary dividends 90
Ordinary dividends amount $201,000
Number of returns with qualified dividends 80
Qualified dividends amount [6] $142
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $591,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $189,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $526,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $1,442,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $241,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $698,000
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 130
Total statutory adjustments amount $264,000
Number of returns with educator expenses 20
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 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 90
Student loan interest deduction amount $96,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 110
Total itemized deductions amount $1,485,000
Amount of AGI for itemized returns $4,259,000
Number of returns with State and local income taxes 90
State and local income taxes amount $164,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $24,000
Number of returns with real estate taxes 90
Real estate taxes amount $304,000
Number of returns with taxes paid 110
Taxes paid amount $491,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $492,000
Number of returns with contributions 70
Contributions amount $156,000
Number of returns with taxable income 510
Taxable income amount $10,886,000
Number of returns with income tax before credits 500
Income tax before credits amount $1,346,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $150,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $10,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $49,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 120
Child tax credit amount $109,000
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 $138,000
Number of returns with total tax payments 510
Total tax payments amount $2,122,000
Number of returns with earned income credit 80
Earned income credit amount [8] $127,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $86,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $99,000
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 450
Income tax amount [10] $1,196,000
Number of returns with tax liability 480
Total tax liability amount [11] $1,373,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $133,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [13] $874,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $108,000

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

Number of returns 330
Number of single returns 140
Number of joint returns 150
Number of head of household returns 30
Number of returns with paid preparer's signature 180
Number of exemptions 670
Number of dependents 190
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 30
Number of elderly returns [4] 70
Adjust gross income (AGI) [5] $19,944,000
Number of returns with total income 330
Salaries and wages amount $20,297,000
Number of returns with salaries and wages 290
Salaries and wages amount $16,242
Number of returns with taxable interest 130
Taxable interest amount $39
Number of returns with ordinary dividends 70
Ordinary dividends amount $78,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $51
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $71
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $732,000
Number of returns with net capital gain (less loss) 60
Net capital gain (less loss) amount $395,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $423,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $1,374,000
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 60
Taxable Social Security benefits amount $879,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $349,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $353,000
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 $227,000
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 $48,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 140
Total itemized deductions amount $2,516,000
Amount of AGI for itemized returns $9,028,000
Number of returns with State and local income taxes 140
State and local income taxes amount $452,000
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 130
Real estate taxes amount $481,000
Number of returns with taxes paid 140
Taxes paid amount $940,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $696,000
Number of returns with contributions 80
Contributions amount $192,000
Number of returns with taxable income 320
Taxable income amount $12,971,000
Number of returns with income tax before credits 320
Income tax before credits amount $1,800,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $162,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 80
Child tax credit amount $121,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $130,000
Number of returns with total tax payments 320
Total tax payments amount $2,294,000
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 $23,000
Number of returns with income tax 310
Income tax amount [10] $1,638,000
Number of returns with tax liability 320
Total tax liability amount [11] $1,793,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $159,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $638,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 290
Number of single returns 50
Number of joint returns 210
Number of head of household returns 20
Number of returns with paid preparer's signature 140
Number of exemptions 720
Number of dependents 220
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 40
Number of elderly returns [4] 60
Adjust gross income (AGI) [5] $24,817,000
Number of returns with total income 290
Salaries and wages amount $25,103,000
Number of returns with salaries and wages 270
Salaries and wages amount $20,973
Number of returns with taxable interest 130
Taxable interest amount $23
Number of returns with ordinary dividends 70
Ordinary dividends amount $103,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $78
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $96
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $490,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $97,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $565,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $1,302,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $107,000
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $873,000
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 100
Total statutory adjustments amount $286,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $115,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $79,000
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 170
Total itemized deductions amount $3,100,000
Amount of AGI for itemized returns $14,669,000
Number of returns with State and local income taxes 160
State and local income taxes amount $738,000
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 160
Real estate taxes amount $673,000
Number of returns with taxes paid 170
Taxes paid amount $1,447,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $976,000
Number of returns with contributions 120
Contributions amount $222,000
Number of returns with taxable income 280
Taxable income amount $17,443,000
Number of returns with income tax before credits 280
Income tax before credits amount $2,542,000
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 $247,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 20
Nonrefundable education credit amount $29,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 100
Child tax credit amount $160,000
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 $105,000
Number of returns with total tax payments 280
Total tax payments amount $2,923,000
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 280
Income tax amount [10] $2,295,000
Number of returns with tax liability 280
Total tax liability amount [11] $2,423,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $212,000
Number of returns with overpayments refunded 220
Overpayments refunded amount [13] $697,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 370
Number of single returns 20
Number of joint returns 340
Number of head of household returns 0
Number of returns with paid preparer's signature 210
Number of exemptions 1,090
Number of dependents 390
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] 70
Adjust gross income (AGI) [5] $47,710,000
Number of returns with total income 370
Salaries and wages amount $48,323,000
Number of returns with salaries and wages 350
Salaries and wages amount $40,620
Number of returns with taxable interest 200
Taxable interest amount $60
Number of returns with ordinary dividends 120
Ordinary dividends amount $153,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $106
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $238
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,338,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $513,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $838,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $2,483,000
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 $1,139,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $4,158,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $613,000
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 80
Student loan interest deduction amount $98,000
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 310
Total itemized deductions amount $6,833,000
Amount of AGI for itemized returns $40,321,000
Number of returns with State and local income taxes 300
State and local income taxes amount $2,163,000
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 290
Real estate taxes amount $1,383,000
Number of returns with taxes paid 310
Taxes paid amount $3,596,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,854,000
Number of returns with contributions 250
Contributions amount $715,000
Number of returns with taxable income 370
Taxable income amount $35,652,000
Number of returns with income tax before credits 370
Income tax before credits amount $5,881,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $234,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $54,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $138,000
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 $412,000
Number of returns with total tax payments 370
Total tax payments amount $6,147,000
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 30
Refundable education credit amount $27,000
Number of returns with income tax 370
Income tax amount [10] $5,647,000
Number of returns with tax liability 370
Total tax liability amount [11] $5,954,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 150
Tax due at time of filing amount [12] $608,000
Number of returns with overpayments refunded 240
Overpayments refunded amount [13] $920,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

Adjusted Gross Income: $200,000 or more

Number of returns 50
Number of single returns 0
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 40
Number of exemptions 140
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] 0
Adjust gross income (AGI) [5] $20,768,000
Number of returns with total income 50
Salaries and wages amount $21,098,000
Number of returns with salaries and wages 40
Salaries and wages amount $9,547
Number of returns with taxable interest 30
Taxable interest amount $56
Number of returns with ordinary dividends 30
Ordinary dividends amount $372,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $205
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $34
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 $3,270,000
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 0
Taxable pensions and annuities amount $0
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) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 20
Total statutory adjustments amount $330,000
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 50
Total itemized deductions amount $1,744,000
Amount of AGI for itemized returns $18,422,000
Number of returns with State and local income taxes 50
State and local income taxes amount $978,000
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 40
Real estate taxes amount $259,000
Number of returns with taxes paid 50
Taxes paid amount $1,272,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $301,000
Number of returns with contributions 40
Contributions amount $159,000
Number of returns with taxable income 50
Taxable income amount $18,519,000
Number of returns with income tax before credits 50
Income tax before credits amount $4,564,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $141,000
Number of returns with total tax credits 20
Total tax credits amount $10,000
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 $4,442,000
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] $4,554,000
Number of returns with tax liability 50
Total tax liability amount [11] $4,850,000
Number of returns with net investment income tax 20
Net investment income tax $52,000
Number of returns with tax due at time of filing 30
Tax due at time of filing amount [12] $874,000
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.