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ZIP Code Database - Facts & Stats

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ZIP Code 53146 Income Tax Stats

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

ZIP Code 53146 Data

Zip Code:53146
City:New Berlin
State:WI [Wisconsin]
Counties: WAUKESHA, WI
City Alias(es):New Berlin
Area Code:262 / 414
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


53146 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53146 [1] 3,920
Total Number of Single Tax Returns for ZIP Code 53146 1,720
Total Number of Joint Tax Returns for ZIP Code 53146 1,980
Total Number of Dependents for ZIP Code 53146 1,960
Total Adjusted Gross Income for ZIP Code 53146 $456,353,000
Average Income per Person for ZIP Code 53146 $61,190
Average Income per Household for ZIP Code 53146 $116,417

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 1,020
Number of single returns 880
Number of joint returns 110
Number of head of household returns 30
Number of returns with paid preparer's signature 430
Number of exemptions 810
Number of dependents 70
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] 60
Number of elderly returns [4] 280
Adjust gross income (AGI) [5] $10,963,000
Number of returns with total income 1,020
Salaries and wages amount $11,202,000
Number of returns with salaries and wages 730
Salaries and wages amount $7,559
Number of returns with taxable interest 260
Taxable interest amount $145
Number of returns with ordinary dividends 210
Ordinary dividends amount $307,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $201
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $21
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $494,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $155,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $921,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $1,367,000
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 80
Taxable Social Security benefits amount $163,000
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 140
Total statutory adjustments amount $239,000
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 $109,000
Number of returns with IRA payments 30
IRA payments amount $140,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $28,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 130
Total itemized deductions amount $2,055,000
Amount of AGI for itemized returns $1,705,000
Number of returns with State and local income taxes 40
State and local income taxes amount $27,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $42,000
Number of returns with real estate taxes 110
Real estate taxes amount $457,000
Number of returns with taxes paid 130
Taxes paid amount $556,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $330,000
Number of returns with contributions 100
Contributions amount $175,000
Number of returns with taxable income 480
Taxable income amount $2,849,000
Number of returns with income tax before credits 450
Income tax before credits amount $296,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $42,000
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 40
Nonrefundable education credit amount $30,000
Number of returns with retirement savings contribution credit 40
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 80
Self-employment tax amount $90,000
Number of returns with total tax payments 870
Total tax payments amount $1,068,000
Number of returns with earned income credit 130
Earned income credit amount [8] $181,000
Number of returns with excess earned income credit 90
Excess earned income credit (refundable) amount [9] $152,000
Number of returns with additional child tax credit 40
Additional child tax credit amount $42,000
Number of returns with refundable education credit 30
Refundable education credit amount $25,000
Number of returns with income tax 410
Income tax amount [10] $254,000
Number of returns with tax liability 470
Total tax liability amount [11] $355,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $59,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [13] $768,000
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 700
Number of single returns 440
Number of joint returns 190
Number of head of household returns 60
Number of returns with paid preparer's signature 340
Number of exemptions 1,050
Number of dependents 180
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 260
Adjust gross income (AGI) [5] $25,594,000
Number of returns with total income 700
Salaries and wages amount $25,979,000
Number of returns with salaries and wages 530
Salaries and wages amount $17,518
Number of returns with taxable interest 280
Taxable interest amount $186
Number of returns with ordinary dividends 190
Ordinary dividends amount $375,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $259
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $84
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $778,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $280,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,730,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $3,190,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $147,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $1,633,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $61,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $385,000
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 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $80,000
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 220
Total itemized deductions amount $3,664,000
Amount of AGI for itemized returns $8,585,000
Number of returns with State and local income taxes 170
State and local income taxes amount $349,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $37,000
Number of returns with real estate taxes 200
Real estate taxes amount $875,000
Number of returns with taxes paid 220
Taxes paid amount $1,305,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $801,000
Number of returns with contributions 170
Contributions amount $353,000
Number of returns with taxable income 660
Taxable income amount $13,865,000
Number of returns with income tax before credits 660
Income tax before credits amount $1,750,000
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 $147,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $44,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 80
Child tax credit amount $75,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $4,000
Number of returns with self-employment tax 60
Self-employment tax amount $146,000
Number of returns with total tax payments 670
Total tax payments amount $2,796,000
Number of returns with earned income credit 70
Earned income credit amount [8] $137,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [9] $100,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $80,000
Number of returns with refundable education credit 20
Refundable education credit amount $21,000
Number of returns with income tax 620
Income tax amount [10] $1,603,000
Number of returns with tax liability 640
Total tax liability amount [11] $1,782,000
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] $159,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $1,146,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 570
Number of single returns 230
Number of joint returns 280
Number of head of household returns 60
Number of returns with paid preparer's signature 320
Number of exemptions 1,080
Number of dependents 230
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] 230
Adjust gross income (AGI) [5] $35,744,000
Number of returns with total income 570
Salaries and wages amount $36,315,000
Number of returns with salaries and wages 450
Salaries and wages amount $24,099
Number of returns with taxable interest 310
Taxable interest amount $181
Number of returns with ordinary dividends 190
Ordinary dividends amount $547,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $427
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $175
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $860,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $302,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $2,209,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $4,339,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $149,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,185,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $162,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $571,000
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 $222,000
Number of returns with IRA payments 20
IRA payments amount $120,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $74,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,717,000
Amount of AGI for itemized returns $18,010,000
Number of returns with State and local income taxes 270
State and local income taxes amount $860,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,021,000
Number of returns with taxes paid 290
Taxes paid amount $1,926,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,275,000
Number of returns with contributions 230
Contributions amount $512,000
Number of returns with taxable income 570
Taxable income amount $23,520,000
Number of returns with income tax before credits 570
Income tax before credits amount $3,268,000
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 $220,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $49,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 100
Child tax credit amount $143,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $157,000
Number of returns with total tax payments 570
Total tax payments amount $4,031,000
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 $25,000
Number of returns with income tax 550
Income tax amount [10] $3,048,000
Number of returns with tax liability 560
Total tax liability amount [11] $3,233,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $265,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [13] $1,042,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $70,000

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

Number of returns 510
Number of single returns 110
Number of joint returns 380
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 1,210
Number of dependents 320
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 20
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $44,559,000
Number of returns with total income 510
Salaries and wages amount $45,150,000
Number of returns with salaries and wages 430
Salaries and wages amount $30,552
Number of returns with taxable interest 280
Taxable interest amount $215
Number of returns with ordinary dividends 170
Ordinary dividends amount $613,000
Number of returns with qualified dividends 160
Qualified dividends amount [6] $413
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $204
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $889,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $844,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,240,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $5,591,000
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 150
Taxable Social Security benefits amount $3,413,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $453,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $591,000
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 20
IRA payments amount $175,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $73,000
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 330
Total itemized deductions amount $6,183,000
Amount of AGI for itemized returns $28,745,000
Number of returns with State and local income taxes 310
State and local income taxes amount $1,398,000
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 320
Real estate taxes amount $1,433,000
Number of returns with taxes paid 330
Taxes paid amount $2,900,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,745,000
Number of returns with contributions 270
Contributions amount $666,000
Number of returns with taxable income 510
Taxable income amount $31,225,000
Number of returns with income tax before credits 510
Income tax before credits amount $4,526,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $309,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $69,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $215,000
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 $165,000
Number of returns with total tax payments 510
Total tax payments amount $5,189,000
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 $36,000
Number of returns with income tax 510
Income tax amount [10] $4,217,000
Number of returns with tax liability 510
Total tax liability amount [11] $4,415,000
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] $345,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $1,094,000
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 850
Number of single returns 80
Number of joint returns 760
Number of head of household returns 20
Number of returns with paid preparer's signature 440
Number of exemptions 2,440
Number of dependents 830
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] 240
Adjust gross income (AGI) [5] $114,617,000
Number of returns with total income 850
Salaries and wages amount $116,100,000
Number of returns with salaries and wages 780
Salaries and wages amount $90,202
Number of returns with taxable interest 510
Taxable interest amount $491
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,147,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $834
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $541
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,447,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $2,243,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,718,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $7,281,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $190,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,741,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,772,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,483,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $712,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $435,000
Number of returns with IRA payments 40
IRA payments amount $258,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $141,000
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 740
Total itemized deductions amount $17,378,000
Amount of AGI for itemized returns $100,978,000
Number of returns with State and local income taxes 720
State and local income taxes amount $5,430,000
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 710
Real estate taxes amount $3,711,000
Number of returns with taxes paid 740
Taxes paid amount $9,302,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $4,457,000
Number of returns with contributions 660
Contributions amount $1,984,000
Number of returns with taxable income 850
Taxable income amount $85,872,000
Number of returns with income tax before credits 850
Income tax before credits amount $14,411,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $537,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $145,000
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 $278,000
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 $415,000
Number of returns with total tax payments 840
Total tax payments amount $15,220,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $88,000
Number of returns with income tax 850
Income tax amount [10] $13,874,000
Number of returns with tax liability 850
Total tax liability amount [11] $14,382,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $1,073,000
Number of returns with overpayments refunded 510
Overpayments refunded amount [13] $1,758,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $158,000

Adjusted Gross Income: $200,000 or more

Number of returns 270
Number of single returns 0
Number of joint returns 260
Number of head of household returns 0
Number of returns with paid preparer's signature 200
Number of exemptions 860
Number of dependents 330
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] 60
Adjust gross income (AGI) [5] $224,876,000
Number of returns with total income 270
Salaries and wages amount $227,754,000
Number of returns with salaries and wages 250
Salaries and wages amount $71,238
Number of returns with taxable interest 220
Taxable interest amount $1,552
Number of returns with ordinary dividends 190
Ordinary dividends amount $3,986,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $3,136
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $474
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $3,279,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $59,209,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,301,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,610,000
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 $1,085,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $30,155,000
Number of returns with total statutory adjustments 100
Total statutory adjustments amount $2,878,000
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 $606,000
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 40
Domestic production activities deduction amount $834,000
Number of returns with itemized deductions 270
Total itemized deductions amount $25,252,000
Amount of AGI for itemized returns $224,457,000
Number of returns with State and local income taxes 270
State and local income taxes amount $12,028,000
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 270
Real estate taxes amount $2,727,000
Number of returns with taxes paid 270
Taxes paid amount $14,913,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $2,650,000
Number of returns with contributions 260
Contributions amount $5,081,000
Number of returns with taxable income 270
Taxable income amount $197,416,000
Number of returns with income tax before credits 270
Income tax before credits amount $48,368,000
Number of returns with alternative minimum tax 180
Alternative minimum tax amount $1,572,000
Number of returns with total tax credits 130
Total tax credits amount $540,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $102,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
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 50
Self-employment tax amount $485,000
Number of returns with total tax payments 270
Total tax payments amount $45,755,000
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 270
Income tax amount [10] $47,828,000
Number of returns with tax liability 270
Total tax liability amount [11] $49,143,000
Number of returns with net investment income tax 150
Net investment income tax $530,000
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [12] $3,267,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $1,636,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,960,000

[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.