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ZIP Code Database - Facts & Stats

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ZIP Code 53151 Income Tax Stats

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

ZIP Code 53151 Data

Zip Code:53151
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]


53151 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53151 [1] 17,490
Total Number of Single Tax Returns for ZIP Code 53151 7,020
Total Number of Joint Tax Returns for ZIP Code 53151 7,920
Total Number of Dependents for ZIP Code 53151 8,100
Total Adjusted Gross Income for ZIP Code 53151 $1,439,006,000
Average Income per Person for ZIP Code 53151 $44,987
Average Income per Household for ZIP Code 53151 $82,276

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 4,410
Number of single returns 3,820
Number of joint returns 410
Number of head of household returns 170
Number of returns with paid preparer's signature 1,760
Number of exemptions 3,540
Number of dependents 380
Total number of volunteer prepared returns [5] 200
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 150
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 240
Number of elderly returns [4] 1,260
Adjust gross income (AGI) [5] $47,708,000
Number of returns with total income 4,410
Salaries and wages amount $48,562,000
Number of returns with salaries and wages 3,180
Salaries and wages amount $31,868
Number of returns with taxable interest 1,320
Taxable interest amount $737
Number of returns with ordinary dividends 900
Ordinary dividends amount $1,460,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $938
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $67
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $2,141,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $860,000
Number of returns with taxable individual retirement arrangements distributions 610
Taxable individual retirement arrangements distributions amount $3,910,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $7,035,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $701,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($12,000)
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $854,000
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 70
Self-employment health insurance deduction amount $180,000
Number of returns with IRA payments 30
IRA payments amount $94,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $164,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $145,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $6,579,000
Amount of AGI for itemized returns $5,924,000
Number of returns with State and local income taxes 130
State and local income taxes amount $152,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $105,000
Number of returns with real estate taxes 310
Real estate taxes amount $1,270,000
Number of returns with taxes paid 390
Taxes paid amount $1,578,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $838,000
Number of returns with contributions 300
Contributions amount $499,000
Number of returns with taxable income 2,100
Taxable income amount $12,019,000
Number of returns with income tax before credits 2,010
Income tax before credits amount $1,231,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $173,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $118,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 50
Child tax credit amount $21,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $4,000
Number of returns with self-employment tax 290
Self-employment tax amount $369,000
Number of returns with total tax payments 3,760
Total tax payments amount $4,764,000
Number of returns with earned income credit 560
Earned income credit amount [8] $903,000
Number of returns with excess earned income credit 460
Excess earned income credit (refundable) amount [9] $777,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $211,000
Number of returns with refundable education credit 150
Refundable education credit amount $137,000
Number of returns with income tax 1,780
Income tax amount [10] $1,058,000
Number of returns with tax liability 2,000
Total tax liability amount [11] $1,474,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $253,000
Number of returns with overpayments refunded 3,440
Overpayments refunded amount [13] $3,511,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $24,000

Adjusted Gross Income: $25,000 under $50,000

Number of returns 3,290
Number of single returns 2,230
Number of joint returns 680
Number of head of household returns 320
Number of returns with paid preparer's signature 1,440
Number of exemptions 4,760
Number of dependents 820
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 310
Number of elderly returns [4] 1,090
Adjust gross income (AGI) [5] $122,354,000
Number of returns with total income 3,290
Salaries and wages amount $124,361,000
Number of returns with salaries and wages 2,530
Salaries and wages amount $86,615
Number of returns with taxable interest 1,260
Taxable interest amount $928
Number of returns with ordinary dividends 840
Ordinary dividends amount $2,357,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $1,658
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $277
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,694,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $1,742,000
Number of returns with taxable individual retirement arrangements distributions 650
Taxable individual retirement arrangements distributions amount $7,027,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $13,385,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $386,000
Number of returns with taxable Social Security benefits 900
Taxable Social Security benefits amount $6,857,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $381,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $2,007,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $437,000
Number of returns with IRA payments 80
IRA payments amount $358,000
Number of returns with student loan interest deduction 500
Student loan interest deduction amount $559,000
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 770
Total itemized deductions amount $12,181,000
Amount of AGI for itemized returns $29,317,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,014,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $144,000
Number of returns with real estate taxes 640
Real estate taxes amount $2,818,000
Number of returns with taxes paid 760
Taxes paid amount $4,057,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $2,083,000
Number of returns with contributions 600
Contributions amount $1,351,000
Number of returns with taxable income 3,220
Taxable income amount $71,035,000
Number of returns with income tax before credits 3,170
Income tax before credits amount $8,782,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $739,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $234,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $72,000
Number of returns with child tax credit 360
Child tax credit amount $361,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $687,000
Number of returns with total tax payments 3,180
Total tax payments amount $12,987,000
Number of returns with earned income credit 320
Earned income credit amount [8] $565,000
Number of returns with excess earned income credit 240
Excess earned income credit (refundable) amount [9] $412,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $238,000
Number of returns with refundable education credit 120
Refundable education credit amount $103,000
Number of returns with income tax 2,970
Income tax amount [10] $8,043,000
Number of returns with tax liability 3,050
Total tax liability amount [11] $8,858,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 650
Tax due at time of filing amount [12] $840,000
Number of returns with overpayments refunded 2,580
Overpayments refunded amount [13] $4,865,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $78,000

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

Number of returns 2,620
Number of single returns 1,360
Number of joint returns 1,000
Number of head of household returns 210
Number of returns with paid preparer's signature 1,290
Number of exemptions 4,570
Number of dependents 950
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] 190
Number of elderly returns [4] 1,010
Adjust gross income (AGI) [5] $162,282,000
Number of returns with total income 2,620
Salaries and wages amount $164,682,000
Number of returns with salaries and wages 2,080
Salaries and wages amount $110,879
Number of returns with taxable interest 1,280
Taxable interest amount $1,135
Number of returns with ordinary dividends 890
Ordinary dividends amount $2,811,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $2,060
Number of returns with state and local income tax refunds 700
State and local income tax refunds amount $525
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $4,000,000
Number of returns with net capital gain (less loss) 740
Net capital gain (less loss) amount $2,669,000
Number of returns with taxable individual retirement arrangements distributions 610
Taxable individual retirement arrangements distributions amount $8,819,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $18,430,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $373,000
Number of returns with taxable Social Security benefits 810
Taxable Social Security benefits amount $13,317,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $783,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $2,400,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $256,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $351,000
Number of returns with IRA payments 80
IRA payments amount $426,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $505,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,130
Total itemized deductions amount $18,519,000
Amount of AGI for itemized returns $71,095,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $3,112,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $99,000
Number of returns with real estate taxes 1,010
Real estate taxes amount $4,041,000
Number of returns with taxes paid 1,130
Taxes paid amount $7,400,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $4,098,000
Number of returns with contributions 920
Contributions amount $2,402,000
Number of returns with taxable income 2,610
Taxable income amount $110,906,000
Number of returns with income tax before credits 2,600
Income tax before credits amount $15,842,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 910
Total tax credits amount $904,000
Number of returns with foreign tax credit 300
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $164,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $30,000
Number of returns with child tax credit 430
Child tax credit amount $637,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 240
Self-employment tax amount $715,000
Number of returns with total tax payments 2,580
Total tax payments amount $18,938,000
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 $74,000
Number of returns with refundable education credit 80
Refundable education credit amount $81,000
Number of returns with income tax 2,550
Income tax amount [10] $14,938,000
Number of returns with tax liability 2,560
Total tax liability amount [11] $15,753,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 690
Tax due at time of filing amount [12] $1,367,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [13] $4,381,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $138,000

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

Number of returns 2,170
Number of single returns 580
Number of joint returns 1,470
Number of head of household returns 110
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,870
Number of dependents 1,230
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] 90
Number of elderly returns [4] 890
Adjust gross income (AGI) [5] $189,266,000
Number of returns with total income 2,170
Salaries and wages amount $191,318,000
Number of returns with salaries and wages 1,750
Salaries and wages amount $128,983
Number of returns with taxable interest 1,240
Taxable interest amount $1,200
Number of returns with ordinary dividends 890
Ordinary dividends amount $3,866,000
Number of returns with qualified dividends 830
Qualified dividends amount [6] $2,881
Number of returns with state and local income tax refunds 920
State and local income tax refunds amount $802
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $3,903,000
Number of returns with net capital gain (less loss) 760
Net capital gain (less loss) amount $3,577,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $10,160,000
Number of returns with taxable pensions and annuities 760
Taxable pensions and annuities amount $21,693,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $246,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $14,359,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $1,527,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $2,052,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $389,000
Number of returns with IRA payments 80
IRA payments amount $408,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $328,000
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 1,300
Total itemized deductions amount $25,417,000
Amount of AGI for itemized returns $113,965,000
Number of returns with State and local income taxes 1,250
State and local income taxes amount $5,562,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $39,000
Number of returns with real estate taxes 1,220
Real estate taxes amount $5,531,000
Number of returns with taxes paid 1,300
Taxes paid amount $11,336,000
Number of returns with mortgage interest paid 980
Mortgage interest paid amount $5,937,000
Number of returns with contributions 1,110
Contributions amount $3,393,000
Number of returns with taxable income 2,160
Taxable income amount $134,194,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $19,609,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 960
Total tax credits amount $1,247,000
Number of returns with foreign tax credit 350
Foreign tax credit amount $43,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $225,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 520
Child tax credit amount $874,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 210
Self-employment tax amount $650,000
Number of returns with total tax payments 2,150
Total tax payments amount $22,448,000
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 110
Refundable education credit amount $109,000
Number of returns with income tax 2,140
Income tax amount [10] $18,362,000
Number of returns with tax liability 2,140
Total tax liability amount [11] $19,107,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 630
Tax due at time of filing amount [12] $1,355,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [13] $4,504,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $172,000

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

Number of returns 3,940
Number of single returns 420
Number of joint returns 3,390
Number of head of household returns 120
Number of returns with paid preparer's signature 1,980
Number of exemptions 10,860
Number of dependents 3,530
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] 130
Number of elderly returns [4] 1,260
Adjust gross income (AGI) [5] $536,603,000
Number of returns with total income 3,940
Salaries and wages amount $541,981,000
Number of returns with salaries and wages 3,530
Salaries and wages amount $412,988
Number of returns with taxable interest 2,520
Taxable interest amount $2,314
Number of returns with ordinary dividends 1,870
Ordinary dividends amount $8,980,000
Number of returns with qualified dividends 1,780
Qualified dividends amount [6] $6,854
Number of returns with state and local income tax refunds 2,380
State and local income tax refunds amount $2,479
Number of returns with business or professional net income (less loss) 600
Business or professional net income (less loss) amount $10,145,000
Number of returns with net capital gain (less loss) 1,570
Net capital gain (less loss) amount $12,939,000
Number of returns with taxable individual retirement arrangements distributions 830
Taxable individual retirement arrangements distributions amount $22,158,000
Number of returns with taxable pensions and annuities 1,090
Taxable pensions and annuities amount $37,112,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $524,000
Number of returns with taxable Social Security benefits 800
Taxable Social Security benefits amount $19,715,000
Number of returns with partnership/S-corp net income (less loss) 300
Partnership/S-corp net income (less loss) amount $7,190,000
Number of returns with total statutory adjustments 1,380
Total statutory adjustments amount $5,378,000
Number of returns with educator expenses 180
Educator expenses amount $45,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $592,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $1,043,000
Number of returns with IRA payments 140
IRA payments amount $873,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $633,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $154,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $115,000
Number of returns with itemized deductions 3,330
Total itemized deductions amount $76,143,000
Amount of AGI for itemized returns $461,848,000
Number of returns with State and local income taxes 3,290
State and local income taxes amount $24,836,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $64,000
Number of returns with real estate taxes 3,160
Real estate taxes amount $16,146,000
Number of returns with taxes paid 3,330
Taxes paid amount $41,577,000
Number of returns with mortgage interest paid 2,680
Mortgage interest paid amount $17,109,000
Number of returns with contributions 2,970
Contributions amount $10,623,000
Number of returns with taxable income 3,940
Taxable income amount $408,617,000
Number of returns with income tax before credits 3,930
Income tax before credits amount $69,371,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $152,000
Number of returns with total tax credits 1,970
Total tax credits amount $2,116,000
Number of returns with foreign tax credit 720
Foreign tax credit amount $71,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $208,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $639,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 820
Child tax credit amount $1,066,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 470
Self-employment tax amount $1,681,000
Number of returns with total tax payments 3,920
Total tax payments amount $73,375,000
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 380
Refundable education credit amount $388,000
Number of returns with income tax 3,930
Income tax amount [10] $67,255,000
Number of returns with tax liability 3,930
Total tax liability amount [11] $69,163,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,490
Tax due at time of filing amount [12] $5,251,000
Number of returns with overpayments refunded 2,350
Overpayments refunded amount [13] $8,770,000
Number of returns with credit to next year’s estimated tax 160
Credited to next year’s estimated tax amount $586,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,060
Number of single returns 70
Number of joint returns 970
Number of head of household returns 20
Number of returns with paid preparer's signature 670
Number of exemptions 3,220
Number of dependents 1,190
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 310
Adjust gross income (AGI) [5] $380,793,000
Number of returns with total income 1,060
Salaries and wages amount $387,292,000
Number of returns with salaries and wages 980
Salaries and wages amount $250,797
Number of returns with taxable interest 880
Taxable interest amount $2,663
Number of returns with ordinary dividends 740
Ordinary dividends amount $13,226,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $9,670
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $1,478
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $9,858,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $30,218,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $7,219,000
Number of returns with taxable pensions and annuities 230
Taxable pensions and annuities amount $8,847,000
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 $4,076,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $48,928,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $6,499,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,833,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $1,626,000
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 $1,187,000
Number of returns with itemized deductions 1,050
Total itemized deductions amount $46,809,000
Amount of AGI for itemized returns $373,610,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $23,087,000
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 1,010
Real estate taxes amount $7,204,000
Number of returns with taxes paid 1,050
Taxes paid amount $30,830,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $5,678,000
Number of returns with contributions 1,000
Contributions amount $9,571,000
Number of returns with taxable income 1,060
Taxable income amount $323,929,000
Number of returns with income tax before credits 1,060
Income tax before credits amount $82,579,000
Number of returns with alternative minimum tax 660
Alternative minimum tax amount $3,160,000
Number of returns with total tax credits 480
Total tax credits amount $917,000
Number of returns with foreign tax credit 380
Foreign tax credit amount $587,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $42,000
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 210
Self-employment tax amount $1,590,000
Number of returns with total tax payments 1,060
Total tax payments amount $82,206,000
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 1,060
Income tax amount [10] $81,662,000
Number of returns with tax liability 1,060
Total tax liability amount [11] $85,270,000
Number of returns with net investment income tax 570
Net investment income tax $1,243,000
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $9,208,000
Number of returns with overpayments refunded 400
Overpayments refunded amount [13] $3,082,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $3,013,000

[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.