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ZIP Code Database - Facts & Stats

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ZIP Code 53149 Income Tax Stats

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

ZIP Code 53149 Data

Zip Code:53149
City:Mukwonago
State:WI [Wisconsin]
Counties: WAUKESHA, WI
City Alias(es):Mukwonago
Area Code:262
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





53149 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53149 [1] 9,870
Total Number of Single Tax Returns for ZIP Code 53149 4,370
Total Number of Joint Tax Returns for ZIP Code 53149 4,840
Total Number of Dependents for ZIP Code 53149 5,570
Total Adjusted Gross Income for ZIP Code 53149 $810,564,000
Average Income per Person for ZIP Code 53149 $42,534
Average Income per Household for ZIP Code 53149 $82,124

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 2,590
Number of single returns 2,210
Number of joint returns 250
Number of head of household returns 110
Number of returns with paid preparer's signature 960
Number of exemptions 2,080
Number of dependents 260
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] 200
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $29,137,000
Number of returns with total income 2,590
Salaries and wages amount $29,586,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $21,103
Number of returns with taxable interest 650
Taxable interest amount $310
Number of returns with ordinary dividends 460
Ordinary dividends amount $538,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $383
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) 170
Business or professional net income (less loss) amount $1,157,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $479,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $1,950,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $3,830,000
Number of farm returns 20
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $174,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $380,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($21,000)
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $449,000
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 $149,000
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 $65,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 220
Total itemized deductions amount $3,358,000
Amount of AGI for itemized returns $3,088,000
Number of returns with State and local income taxes 80
State and local income taxes amount $130,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $52,000
Number of returns with real estate taxes 170
Real estate taxes amount $666,000
Number of returns with taxes paid 210
Taxes paid amount $888,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $643,000
Number of returns with contributions 140
Contributions amount $254,000
Number of returns with taxable income 1,330
Taxable income amount $8,036,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $854,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $97,000
Number of returns with foreign tax credit 60
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 110
Nonrefundable education credit amount $60,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 30
Child tax credit amount $12,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $199,000
Number of returns with total tax payments 2,260
Total tax payments amount $3,140,000
Number of returns with earned income credit 350
Earned income credit amount [8] $596,000
Number of returns with excess earned income credit 300
Excess earned income credit (refundable) amount [9] $520,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $141,000
Number of returns with refundable education credit 80
Refundable education credit amount $70,000
Number of returns with income tax 1,170
Income tax amount [10] $756,000
Number of returns with tax liability 1,290
Total tax liability amount [11] $993,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $163,000
Number of returns with overpayments refunded 2,090
Overpayments refunded amount [13] $2,268,000
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 1,740
Number of single returns 1,140
Number of joint returns 390
Number of head of household returns 190
Number of returns with paid preparer's signature 750
Number of exemptions 2,620
Number of dependents 510
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] 480
Adjust gross income (AGI) [5] $64,385,000
Number of returns with total income 1,740
Salaries and wages amount $65,318,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $48,942
Number of returns with taxable interest 560
Taxable interest amount $284
Number of returns with ordinary dividends 300
Ordinary dividends amount $650,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $470
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $169
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,652,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $471,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,935,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $6,505,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $302,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $3,011,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $214,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $933,000
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 $208,000
Number of returns with IRA payments 40
IRA payments amount $174,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $256,000
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 390
Total itemized deductions amount $6,126,000
Amount of AGI for itemized returns $15,165,000
Number of returns with State and local income taxes 310
State and local income taxes amount $611,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $52,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,236,000
Number of returns with taxes paid 390
Taxes paid amount $1,958,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $1,540,000
Number of returns with contributions 280
Contributions amount $617,000
Number of returns with taxable income 1,690
Taxable income amount $36,945,000
Number of returns with income tax before credits 1,680
Income tax before credits amount $4,663,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $377,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $97,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $49,000
Number of returns with child tax credit 210
Child tax credit amount $203,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 140
Self-employment tax amount $349,000
Number of returns with total tax payments 1,700
Total tax payments amount $7,439,000
Number of returns with earned income credit 220
Earned income credit amount [8] $392,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [9] $283,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $185,000
Number of returns with refundable education credit 40
Refundable education credit amount $37,000
Number of returns with income tax 1,560
Income tax amount [10] $4,287,000
Number of returns with tax liability 1,620
Total tax liability amount [11] $4,732,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $338,000
Number of returns with overpayments refunded 1,420
Overpayments refunded amount [13] $2,994,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $58,000

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

Number of returns 1,400
Number of single returns 610
Number of joint returns 630
Number of head of household returns 150
Number of returns with paid preparer's signature 710
Number of exemptions 2,780
Number of dependents 750
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] 110
Number of elderly returns [4] 490
Adjust gross income (AGI) [5] $86,428,000
Number of returns with total income 1,400
Salaries and wages amount $87,740,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $60,881
Number of returns with taxable interest 610
Taxable interest amount $522
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,175,000
Number of returns with qualified dividends 370
Qualified dividends amount [6] $860
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $364
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,920,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $948,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $4,018,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $10,290,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $224,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $6,479,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $560,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $1,312,000
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 $334,000
Number of returns with IRA payments 50
IRA payments amount $205,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $193,000
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 640
Total itemized deductions amount $10,452,000
Amount of AGI for itemized returns $40,027,000
Number of returns with State and local income taxes 600
State and local income taxes amount $1,887,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $30,000
Number of returns with real estate taxes 580
Real estate taxes amount $2,196,000
Number of returns with taxes paid 640
Taxes paid amount $4,198,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $3,085,000
Number of returns with contributions 470
Contributions amount $1,126,000
Number of returns with taxable income 1,390
Taxable income amount $56,863,000
Number of returns with income tax before credits 1,390
Income tax before credits amount $7,939,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $680,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $114,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 320
Child tax credit amount $498,000
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 $369,000
Number of returns with total tax payments 1,380
Total tax payments amount $9,880,000
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 60
Additional child tax credit amount $93,000
Number of returns with refundable education credit 60
Refundable education credit amount $65,000
Number of returns with income tax 1,340
Income tax amount [10] $7,260,000
Number of returns with tax liability 1,350
Total tax liability amount [11] $7,729,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $683,000
Number of returns with overpayments refunded 1,030
Overpayments refunded amount [13] $2,761,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $88,000

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

Number of returns 1,200
Number of single returns 220
Number of joint returns 890
Number of head of household returns 80
Number of returns with paid preparer's signature 630
Number of exemptions 3,040
Number of dependents 960
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] 70
Number of elderly returns [4] 390
Adjust gross income (AGI) [5] $104,117,000
Number of returns with total income 1,200
Salaries and wages amount $105,319,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $77,434
Number of returns with taxable interest 600
Taxable interest amount $464
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,135,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $877
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $495
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,964,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,221,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $4,807,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $9,920,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $209,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $6,589,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $722,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,202,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $202,000
Number of returns with IRA payments 40
IRA payments amount $206,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $179,000
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 810
Total itemized deductions amount $15,787,000
Amount of AGI for itemized returns $71,023,000
Number of returns with State and local income taxes 790
State and local income taxes amount $3,499,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $63,000
Number of returns with real estate taxes 780
Real estate taxes amount $3,280,000
Number of returns with taxes paid 810
Taxes paid amount $6,895,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $4,915,000
Number of returns with contributions 640
Contributions amount $1,433,000
Number of returns with taxable income 1,190
Taxable income amount $71,444,000
Number of returns with income tax before credits 1,190
Income tax before credits amount $10,212,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $890,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $143,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $690,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 130
Self-employment tax amount $356,000
Number of returns with total tax payments 1,190
Total tax payments amount $11,985,000
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 $71,000
Number of returns with income tax 1,180
Income tax amount [10] $9,322,000
Number of returns with tax liability 1,180
Total tax liability amount [11] $9,769,000
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] $661,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $2,769,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $104,000

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

Number of returns 2,400
Number of single returns 140
Number of joint returns 2,180
Number of head of household returns 80
Number of returns with paid preparer's signature 1,200
Number of exemptions 7,040
Number of dependents 2,470
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] 650
Adjust gross income (AGI) [5] $321,971,000
Number of returns with total income 2,400
Salaries and wages amount $326,072,000
Number of returns with salaries and wages 2,200
Salaries and wages amount $257,440
Number of returns with taxable interest 1,340
Taxable interest amount $1,131
Number of returns with ordinary dividends 920
Ordinary dividends amount $3,708,000
Number of returns with qualified dividends 860
Qualified dividends amount [6] $2,815
Number of returns with state and local income tax refunds 1,580
State and local income tax refunds amount $1,740
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $7,301,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $5,858,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $11,751,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $20,087,000
Number of farm returns 20
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $401,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $10,298,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $4,687,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $4,101,000
Number of returns with educator expenses 160
Educator expenses amount $42,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $687,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $811,000
Number of returns with IRA payments 90
IRA payments amount $505,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $396,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $100,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $163,000
Number of returns with itemized deductions 2,110
Total itemized deductions amount $49,038,000
Amount of AGI for itemized returns $287,941,000
Number of returns with State and local income taxes 2,080
State and local income taxes amount $15,414,000
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 2,060
Real estate taxes amount $9,397,000
Number of returns with taxes paid 2,110
Taxes paid amount $25,158,000
Number of returns with mortgage interest paid 1,880
Mortgage interest paid amount $14,241,000
Number of returns with contributions 1,840
Contributions amount $5,516,000
Number of returns with taxable income 2,390
Taxable income amount $240,707,000
Number of returns with income tax before credits 2,390
Income tax before credits amount $40,129,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $52,000
Number of returns with total tax credits 1,190
Total tax credits amount $1,523,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $135,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $401,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 620
Child tax credit amount $869,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,301,000
Number of returns with total tax payments 2,390
Total tax payments amount $43,334,000
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 230
Refundable education credit amount $236,000
Number of returns with income tax 2,390
Income tax amount [10] $38,606,000
Number of returns with tax liability 2,390
Total tax liability amount [11] $40,168,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 870
Tax due at time of filing amount [12] $3,031,000
Number of returns with overpayments refunded 1,460
Overpayments refunded amount [13] $5,615,000
Number of returns with credit to next year’s estimated tax 100
Credited to next year’s estimated tax amount $552,000

Adjusted Gross Income: $200,000 or more

Number of returns 540
Number of single returns 30
Number of joint returns 500
Number of head of household returns 0
Number of returns with paid preparer's signature 360
Number of exemptions 1,660
Number of dependents 620
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 120
Adjust gross income (AGI) [5] $204,526,000
Number of returns with total income 540
Salaries and wages amount $209,267,000
Number of returns with salaries and wages 500
Salaries and wages amount $123,780
Number of returns with taxable interest 430
Taxable interest amount $2,144
Number of returns with ordinary dividends 320
Ordinary dividends amount $3,893,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $2,778
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $881
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $5,324,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $18,459,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $3,680,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $4,015,000
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 $1,425,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $39,730,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $4,741,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $656,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $1,049,000
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 $1,592,000
Number of returns with itemized deductions 530
Total itemized deductions amount $25,435,000
Amount of AGI for itemized returns $200,858,000
Number of returns with State and local income taxes 530
State and local income taxes amount $12,450,000
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 520
Real estate taxes amount $3,746,000
Number of returns with taxes paid 530
Taxes paid amount $16,398,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $4,279,000
Number of returns with contributions 500
Contributions amount $4,882,000
Number of returns with taxable income 540
Taxable income amount $173,928,000
Number of returns with income tax before credits 540
Income tax before credits amount $45,623,000
Number of returns with alternative minimum tax 320
Alternative minimum tax amount $1,571,000
Number of returns with total tax credits 230
Total tax credits amount $220,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $59,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $28,000
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 100
Self-employment tax amount $727,000
Number of returns with total tax payments 540
Total tax payments amount $45,527,000
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 540
Income tax amount [10] $45,404,000
Number of returns with tax liability 540
Total tax liability amount [11] $47,078,000
Number of returns with net investment income tax 280
Net investment income tax $532,000
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $5,756,000
Number of returns with overpayments refunded 210
Overpayments refunded amount [13] $1,899,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $2,266,000

[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.