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ZIP Code Database - Facts & Stats

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ZIP Code 53074 Income Tax Stats

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

ZIP Code 53074 Data

Zip Code:53074
City:Port Washington
State:WI [Wisconsin]
Counties: OZAUKEE, WI
City Alias(es):Port Washington
Area Code:262
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


53074 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53074 [1] 6,780
Total Number of Single Tax Returns for ZIP Code 53074 2,580
Total Number of Joint Tax Returns for ZIP Code 53074 2,780
Total Number of Dependents for ZIP Code 53074 3,290
Total Adjusted Gross Income for ZIP Code 53074 $459,282,000
Average Income per Person for ZIP Code 53074 $35,659
Average Income per Household for ZIP Code 53074 $67,741

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 2,020
Number of single returns 1,680
Number of joint returns 170
Number of head of household returns 150
Number of returns with paid preparer's signature 800
Number of exemptions 1,900
Number of dependents 310
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 100
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 570
Adjust gross income (AGI) [5] $22,798,000
Number of returns with total income 2,020
Salaries and wages amount $23,265,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $17,062
Number of returns with taxable interest 450
Taxable interest amount $224
Number of returns with ordinary dividends 310
Ordinary dividends amount $451,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $269
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $752,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $245,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $1,587,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $2,371,000
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 130
Taxable Social Security benefits amount $244,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $82,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $467,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $76,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $109,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 140
Total itemized deductions amount $2,310,000
Amount of AGI for itemized returns $2,061,000
Number of returns with State and local income taxes 40
State and local income taxes amount $56,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $44,000
Number of returns with real estate taxes 120
Real estate taxes amount $377,000
Number of returns with taxes paid 140
Taxes paid amount $485,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $317,000
Number of returns with contributions 100
Contributions amount $157,000
Number of returns with taxable income 970
Taxable income amount $5,825,000
Number of returns with income tax before credits 950
Income tax before credits amount $619,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 260
Total tax credits amount $83,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $50,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 40
Child tax credit amount $13,000
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 $159,000
Number of returns with total tax payments 1,730
Total tax payments amount $2,708,000
Number of returns with earned income credit 390
Earned income credit amount [8] $752,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [9] $688,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $183,000
Number of returns with refundable education credit 70
Refundable education credit amount $58,000
Number of returns with income tax 830
Income tax amount [10] $536,000
Number of returns with tax liability 940
Total tax liability amount [11] $724,000
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] $113,000
Number of returns with overpayments refunded 1,620
Overpayments refunded amount [13] $2,084,000
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 1,520
Number of single returns 970
Number of joint returns 300
Number of head of household returns 210
Number of returns with paid preparer's signature 730
Number of exemptions 2,350
Number of dependents 540
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] 200
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $55,986,000
Number of returns with total income 1,520
Salaries and wages amount $56,809,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $44,181
Number of returns with taxable interest 430
Taxable interest amount $354
Number of returns with ordinary dividends 270
Ordinary dividends amount $734,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $526
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $110
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,561,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $436,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,429,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $3,877,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $106,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $2,184,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $272,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $823,000
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 40
Self-employment health insurance deduction amount $168,000
Number of returns with IRA payments 50
IRA payments amount $207,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $223,000
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 300
Total itemized deductions amount $4,284,000
Amount of AGI for itemized returns $11,553,000
Number of returns with State and local income taxes 220
State and local income taxes amount $437,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $57,000
Number of returns with real estate taxes 260
Real estate taxes amount $780,000
Number of returns with taxes paid 300
Taxes paid amount $1,304,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $917,000
Number of returns with contributions 220
Contributions amount $449,000
Number of returns with taxable income 1,490
Taxable income amount $32,388,000
Number of returns with income tax before credits 1,470
Income tax before credits amount $4,036,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $404,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 240
Child tax credit amount $246,000
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 $330,000
Number of returns with total tax payments 1,480
Total tax payments amount $6,189,000
Number of returns with earned income credit 210
Earned income credit amount [8] $370,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $280,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $162,000
Number of returns with refundable education credit 50
Refundable education credit amount $45,000
Number of returns with income tax 1,340
Income tax amount [10] $3,633,000
Number of returns with tax liability 1,390
Total tax liability amount [11] $4,038,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $306,000
Number of returns with overpayments refunded 1,250
Overpayments refunded amount [13] $2,408,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $49,000

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

Number of returns 1,080
Number of single returns 470
Number of joint returns 480
Number of head of household returns 120
Number of returns with paid preparer's signature 580
Number of exemptions 2,150
Number of dependents 590
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] 100
Number of elderly returns [4] 360
Adjust gross income (AGI) [5] $66,273,000
Number of returns with total income 1,080
Salaries and wages amount $67,208,000
Number of returns with salaries and wages 900
Salaries and wages amount $48,678
Number of returns with taxable interest 440
Taxable interest amount $368
Number of returns with ordinary dividends 280
Ordinary dividends amount $1,022,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $728
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $212
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,621,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $824,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,646,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $6,375,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $122,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $4,549,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $312,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $935,000
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 30
Self-employment health insurance deduction amount $161,000
Number of returns with IRA payments 30
IRA payments amount $145,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $230,000
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 440
Total itemized deductions amount $7,029,000
Amount of AGI for itemized returns $27,734,000
Number of returns with State and local income taxes 400
State and local income taxes amount $1,222,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $51,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,377,000
Number of returns with taxes paid 440
Taxes paid amount $2,721,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,674,000
Number of returns with contributions 340
Contributions amount $807,000
Number of returns with taxable income 1,080
Taxable income amount $44,090,000
Number of returns with income tax before credits 1,070
Income tax before credits amount $6,194,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $548,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $91,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 250
Child tax credit amount $379,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 110
Self-employment tax amount $296,000
Number of returns with total tax payments 1,060
Total tax payments amount $7,303,000
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 40
Additional child tax credit amount $65,000
Number of returns with refundable education credit 50
Refundable education credit amount $46,000
Number of returns with income tax 1,030
Income tax amount [10] $5,645,000
Number of returns with tax liability 1,040
Total tax liability amount [11] $6,006,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $549,000
Number of returns with overpayments refunded 770
Overpayments refunded amount [13] $1,793,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $51,000

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

Number of returns 820
Number of single returns 160
Number of joint returns 610
Number of head of household returns 40
Number of returns with paid preparer's signature 430
Number of exemptions 1,980
Number of dependents 550
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] 250
Adjust gross income (AGI) [5] $71,076,000
Number of returns with total income 820
Salaries and wages amount $72,288,000
Number of returns with salaries and wages 710
Salaries and wages amount $54,679
Number of returns with taxable interest 380
Taxable interest amount $305
Number of returns with ordinary dividends 270
Ordinary dividends amount $815,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $595
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $274
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,825,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $875,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,927,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $5,365,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $95,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $4,196,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $457,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $1,212,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
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 $222,000
Number of returns with IRA payments 30
IRA payments amount $173,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $198,000
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 450
Total itemized deductions amount $8,169,000
Amount of AGI for itemized returns $39,118,000
Number of returns with State and local income taxes 430
State and local income taxes amount $1,872,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $56,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,576,000
Number of returns with taxes paid 450
Taxes paid amount $3,544,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $2,194,000
Number of returns with contributions 340
Contributions amount $971,000
Number of returns with taxable income 820
Taxable income amount $50,389,000
Number of returns with income tax before credits 810
Income tax before credits amount $7,277,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 370
Total tax credits amount $567,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $102,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $404,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $369,000
Number of returns with total tax payments 810
Total tax payments amount $8,242,000
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 50
Refundable education credit amount $51,000
Number of returns with income tax 810
Income tax amount [10] $6,710,000
Number of returns with tax liability 810
Total tax liability amount [11] $7,126,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $577,000
Number of returns with overpayments refunded 570
Overpayments refunded amount [13] $1,598,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $88,000

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

Number of returns 1,120
Number of single returns 100
Number of joint returns 1,020
Number of head of household returns 20
Number of returns with paid preparer's signature 590
Number of exemptions 3,240
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] 50
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $148,186,000
Number of returns with total income 1,120
Salaries and wages amount $150,094,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $113,864
Number of returns with taxable interest 660
Taxable interest amount $595
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,408,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $1,938
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $707
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,231,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $3,888,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $5,206,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $10,488,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $132,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $5,512,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,526,000
Number of returns with total statutory adjustments 470
Total statutory adjustments amount $1,908,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $439,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $466,000
Number of returns with IRA payments 40
IRA payments amount $227,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $259,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $38,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $400,000
Number of returns with itemized deductions 950
Total itemized deductions amount $20,942,000
Amount of AGI for itemized returns $126,780,000
Number of returns with State and local income taxes 930
State and local income taxes amount $6,775,000
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 920
Real estate taxes amount $4,080,000
Number of returns with taxes paid 950
Taxes paid amount $11,006,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $5,261,000
Number of returns with contributions 810
Contributions amount $2,827,000
Number of returns with taxable income 1,120
Taxable income amount $111,764,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $18,337,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $771,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $86,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $204,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $420,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 150
Self-employment tax amount $601,000
Number of returns with total tax payments 1,120
Total tax payments amount $19,340,000
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 100
Refundable education credit amount $119,000
Number of returns with income tax 1,120
Income tax amount [10] $17,566,000
Number of returns with tax liability 1,120
Total tax liability amount [11] $18,263,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $1,530,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [13] $2,376,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $214,000

Adjusted Gross Income: $200,000 or more

Number of returns 220
Number of single returns 0
Number of joint returns 200
Number of head of household returns 0
Number of returns with paid preparer's signature 140
Number of exemptions 620
Number of dependents 200
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] $94,963,000
Number of returns with total income 220
Salaries and wages amount $96,418,000
Number of returns with salaries and wages 200
Salaries and wages amount $50,169
Number of returns with taxable interest 170
Taxable interest amount $737
Number of returns with ordinary dividends 130
Ordinary dividends amount $3,646,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $3,099
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $439
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $680,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $5,350,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $3,147,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,571,000
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 $1,219,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $7,041,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,455,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $396,000
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 210
Total itemized deductions amount $9,935,000
Amount of AGI for itemized returns $93,636,000
Number of returns with State and local income taxes 210
State and local income taxes amount $4,738,000
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 210
Real estate taxes amount $1,481,000
Number of returns with taxes paid 210
Taxes paid amount $6,310,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,529,000
Number of returns with contributions 200
Contributions amount $2,393,000
Number of returns with taxable income 220
Taxable income amount $83,076,000
Number of returns with income tax before credits 220
Income tax before credits amount $20,133,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $553,000
Number of returns with total tax credits 90
Total tax credits amount $176,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $46,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $185,000
Number of returns with total tax payments 220
Total tax payments amount $17,333,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 220
Income tax amount [10] $19,958,000
Number of returns with tax liability 220
Total tax liability amount [11] $20,560,000
Number of returns with net investment income tax 100
Net investment income tax $213,000
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $2,142,000
Number of returns with overpayments refunded 90
Overpayments refunded amount [13] $806,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $551,000

[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.