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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: 2013

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] 17,190
Total Number of Single Tax Returns for ZIP Code 53151 7,190
Total Number of Joint Tax Returns for ZIP Code 53151 7,930
Total Number of Dependents for ZIP Code 53151 8,330
Total Adjusted Gross Income for ZIP Code 53151 $1,282,760,000
Average Income per Person for ZIP Code 53151 $40,103
Average Income per Household for ZIP Code 53151 $74,622

The following tables break down the Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 4,880
Number of single returns 4,150
Number of joint returns 470
Number of head of household returns 230
Number of returns with paid preparer's signature 1,980
Number of exemptions 4,190
Number of dependents 530
Adjust gross income (AGI) [2] $52,845,000
Number of returns with total income 4,880
Salaries and wages amount $54,003,000
Number of returns with salaries and wages 3,490
Salaries and wages amount $34,896
Number of returns with taxable interest 1,600
Taxable interest amount $1,099
Number of returns with ordinary dividends 1,120
Ordinary dividends amount $1,828,000
Number of returns with qualified dividends 1,020
Qualified dividends amount [3] $1,072
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $112
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $2,213,000
Number of returns with net capital gain (less loss) 870
Net capital gain (less loss) amount $460,000
Number of returns with taxable individual retirement arrangements distributions 700
Taxable individual retirement arrangements distributions amount $4,091,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $7,876,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [4] $1,394,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $614,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount ($64,000)
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,158,000
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 $259,000
Number of returns with IRA payments 30
IRA payments amount $121,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $217,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $250,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 500
Total itemized deductions amount $8,246,000
Amount of AGI for itemized returns $7,283,000
Number of returns with State and local income taxes 180
State and local income taxes amount $234,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $117,000
Number of returns with real estate taxes 370
Real estate taxes amount $1,473,000
Number of returns with taxes paid 480
Taxes paid amount $1,889,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $946,000
Number of returns with contributions 370
Contributions amount $630,000
Number of returns with taxable income 2,330
Taxable income amount $13,278,000
Number of returns with income tax before credits 2,180
Income tax before credits amount $1,348,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $206,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $5,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 60
Child tax credit amount $25,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 300
Self-employment tax amount $395,000
Number of returns with total tax payments 4,100
Total tax payments amount $5,182,000
Number of returns with earned income credit 660
Earned income credit amount [5] $1,063,000
Number of returns with excess earned income credit 550
Excess earned income credit (refundable) amount [6] $924,000
Number of returns with additional child tax credit 270
Additional child tax credit amount $276,000
Number of returns with refundable education credit 240
Refundable education credit amount $201,000
Number of returns with income tax 1,890
Income tax amount [7] $1,142,000
Number of returns with tax liability 2,140
Total tax liability amount [8] $1,573,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [9] $281,000
Number of returns with overpayments refunded 3,790
Overpayments refunded amount [10] $3,837,000

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

Number of returns [1] 3,330
Number of single returns 2,200
Number of joint returns 820
Number of head of household returns 290
Number of returns with paid preparer's signature 1,590
Number of exemptions 5,010
Number of dependents 880
Adjust gross income (AGI) [2] $122,962,000
Number of returns with total income 3,330
Salaries and wages amount $124,976,000
Number of returns with salaries and wages 2,590
Salaries and wages amount $87,602
Number of returns with taxable interest 1,400
Taxable interest amount $1,139
Number of returns with ordinary dividends 890
Ordinary dividends amount $2,401,000
Number of returns with qualified dividends 830
Qualified dividends amount [3] $1,480
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $423
Number of returns with business or professional net income (less loss) 290
Business or professional net income (less loss) amount $3,103,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $1,127,000
Number of returns with taxable individual retirement arrangements distributions 650
Taxable individual retirement arrangements distributions amount $6,545,000
Number of returns with taxable pensions and annuities 910
Taxable pensions and annuities amount $14,357,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [4] $1,279,000
Number of returns with taxable Social Security benefits 910
Taxable Social Security benefits amount $6,358,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $129,000
Number of returns with total statutory adjustments 870
Total statutory adjustments amount $2,014,000
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 $344,000
Number of returns with IRA payments 110
IRA payments amount $424,000
Number of returns with student loan interest deduction 480
Student loan interest deduction amount $542,000
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 900
Total itemized deductions amount $13,855,000
Amount of AGI for itemized returns $34,252,000
Number of returns with State and local income taxes 710
State and local income taxes amount $1,611,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $111,000
Number of returns with real estate taxes 790
Real estate taxes amount $3,055,000
Number of returns with taxes paid 890
Taxes paid amount $4,913,000
Number of returns with mortgage interest paid 570
Mortgage interest paid amount $2,960,000
Number of returns with contributions 700
Contributions amount $1,366,000
Number of returns with taxable income 3,250
Taxable income amount $70,817,000
Number of returns with income tax before credits 3,210
Income tax before credits amount $8,725,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,090
Total tax credits amount $769,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $277,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $71,000
Number of returns with child tax credit 370
Child tax credit amount $363,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 230
Self-employment tax amount $597,000
Number of returns with total tax payments 3,240
Total tax payments amount $13,171,000
Number of returns with earned income credit 310
Earned income credit amount [5] $507,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [6] $358,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $265,000
Number of returns with refundable education credit 150
Refundable education credit amount $138,000
Number of returns with income tax 2,980
Income tax amount [7] $7,955,000
Number of returns with tax liability 3,060
Total tax liability amount [8] $8,632,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [9] $651,000
Number of returns with overpayments refunded 2,690
Overpayments refunded amount [10] $5,065,000

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

Number of returns [1] 2,590
Number of single returns 1,220
Number of joint returns 1,200
Number of head of household returns 160
Number of returns with paid preparer's signature 1,310
Number of exemptions 4,870
Number of dependents 1,090
Adjust gross income (AGI) [2] $160,266,000
Number of returns with total income 2,590
Salaries and wages amount $162,239,000
Number of returns with salaries and wages 2,120
Salaries and wages amount $111,619
Number of returns with taxable interest 1,390
Taxable interest amount $1,198
Number of returns with ordinary dividends 920
Ordinary dividends amount $3,062,000
Number of returns with qualified dividends 860
Qualified dividends amount [3] $2,145
Number of returns with state and local income tax refunds 970
State and local income tax refunds amount $845
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $3,775,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $1,546,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $7,720,000
Number of returns with taxable pensions and annuities 820
Taxable pensions and annuities amount $17,969,000
Number of farm returns 20
Number of returns with unemployment compensation 210
Unemployment compensation amount [4] $1,095,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $11,441,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $766,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $1,973,000
Number of returns with educator expenses 70
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $258,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $290,000
Number of returns with IRA payments 70
IRA payments amount $384,000
Number of returns with student loan interest deduction 380
Student loan interest deduction amount $385,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $93,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,310
Total itemized deductions amount $21,535,000
Amount of AGI for itemized returns $82,090,000
Number of returns with State and local income taxes 1,200
State and local income taxes amount $4,036,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $71,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $4,859,000
Number of returns with taxes paid 1,300
Taxes paid amount $9,107,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $5,445,000
Number of returns with contributions 1,100
Contributions amount $2,603,000
Number of returns with taxable income 2,590
Taxable income amount $107,494,000
Number of returns with income tax before credits 2,580
Income tax before credits amount $15,210,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 990
Total tax credits amount $1,111,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $288,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 460
Child tax credit amount $701,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 260
Self-employment tax amount $697,000
Number of returns with total tax payments 2,560
Total tax payments amount $18,270,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 70
Additional child tax credit amount $94,000
Number of returns with refundable education credit 160
Refundable education credit amount $167,000
Number of returns with income tax 2,500
Income tax amount [7] $14,099,000
Number of returns with tax liability 2,530
Total tax liability amount [8] $14,917,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
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 [9] $1,253,000
Number of returns with overpayments refunded 1,860
Overpayments refunded amount [10] $4,457,000

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

Number of returns [1] 2,170
Number of single returns 440
Number of joint returns 1,640
Number of head of household returns 80
Number of returns with paid preparer's signature 1,070
Number of exemptions 5,210
Number of dependents 1,410
Adjust gross income (AGI) [2] $188,280,000
Number of returns with total income 2,170
Salaries and wages amount $190,367,000
Number of returns with salaries and wages 1,860
Salaries and wages amount $136,022
Number of returns with taxable interest 1,330
Taxable interest amount $1,078
Number of returns with ordinary dividends 910
Ordinary dividends amount $3,518,000
Number of returns with qualified dividends 860
Qualified dividends amount [3] $2,525
Number of returns with state and local income tax refunds 1,190
State and local income tax refunds amount $1,139
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,308,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $3,002,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $8,299,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $18,299,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $928,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $11,880,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,442,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $2,087,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $432,000
Number of returns with IRA payments 80
IRA payments amount $406,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $324,000
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 1,470
Total itemized deductions amount $28,631,000
Amount of AGI for itemized returns $128,314,000
Number of returns with State and local income taxes 1,410
State and local income taxes amount $6,867,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $55,000
Number of returns with real estate taxes 1,380
Real estate taxes amount $6,184,000
Number of returns with taxes paid 1,470
Taxes paid amount $13,343,000
Number of returns with mortgage interest paid 1,170
Mortgage interest paid amount $7,554,000
Number of returns with contributions 1,290
Contributions amount $3,237,000
Number of returns with taxable income 2,160
Taxable income amount $131,377,000
Number of returns with income tax before credits 2,160
Income tax before credits amount $18,897,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,100
Total tax credits amount $1,465,000
Number of returns with foreign tax credit 330
Foreign tax credit amount $30,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $55,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $361,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 580
Child tax credit amount $971,000
Number of returns with residential energy tax credit 150
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 240
Self-employment tax amount $658,000
Number of returns with total tax payments 2,150
Total tax payments amount $21,930,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 170
Refundable education credit amount $188,000
Number of returns with income tax 2,150
Income tax amount [7] $17,432,000
Number of returns with tax liability 2,150
Total tax liability amount [8] $18,241,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 570
Tax due at time of filing amount [9] $1,208,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [10] $4,713,000

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

Number of returns [1] 3,350
Number of single returns 250
Number of joint returns 3,010
Number of head of household returns 100
Number of returns with paid preparer's signature 1,640
Number of exemptions 9,730
Number of dependents 3,370
Adjust gross income (AGI) [2] $450,162,000
Number of returns with total income 3,350
Salaries and wages amount $455,107,000
Number of returns with salaries and wages 3,130
Salaries and wages amount $363,381
Number of returns with taxable interest 2,310
Taxable interest amount $1,897
Number of returns with ordinary dividends 1,660
Ordinary dividends amount $6,243,000
Number of returns with qualified dividends 1,560
Qualified dividends amount [3] $4,494
Number of returns with state and local income tax refunds 2,370
State and local income tax refunds amount $2,623
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $10,749,000
Number of returns with net capital gain (less loss) 1,390
Net capital gain (less loss) amount $7,133,000
Number of returns with taxable individual retirement arrangements distributions 560
Taxable individual retirement arrangements distributions amount $13,092,000
Number of returns with taxable pensions and annuities 850
Taxable pensions and annuities amount $25,954,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [4] $1,058,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $11,479,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $7,162,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $4,946,000
Number of returns with educator expenses 180
Educator expenses amount $44,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $701,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $945,000
Number of returns with IRA payments 110
IRA payments amount $605,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $404,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $223,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $150,000
Number of returns with itemized deductions 3,000
Total itemized deductions amount $70,309,000
Amount of AGI for itemized returns $407,648,000
Number of returns with State and local income taxes 2,960
State and local income taxes amount $23,564,000
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 2,880
Real estate taxes amount $15,019,000
Number of returns with taxes paid 3,000
Taxes paid amount $39,200,000
Number of returns with mortgage interest paid 2,460
Mortgage interest paid amount $16,965,000
Number of returns with contributions 2,800
Contributions amount $8,724,000
Number of returns with taxable income 3,350
Taxable income amount $337,471,000
Number of returns with income tax before credits 3,340
Income tax before credits amount $57,726,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $168,000
Number of returns with total tax credits 1,820
Total tax credits amount $2,260,000
Number of returns with foreign tax credit 560
Foreign tax credit amount $73,000
Number of returns with child and dependent care credit 370
Child and dependent care credit amount $147,000
Number of returns with nonrefundable education credit 470
Nonrefundable education credit amount $747,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 810
Child tax credit amount $1,072,000
Number of returns with residential energy tax credit 270
Residential energy tax credit amount $64,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,651,000
Number of returns with total tax payments 3,330
Total tax payments amount $61,117,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 430
Refundable education credit amount $459,000
Number of returns with income tax 3,340
Income tax amount [7] $55,466,000
Number of returns with tax liability 3,340
Total tax liability amount [8] $57,508,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,240
Tax due at time of filing amount [9] $4,567,000
Number of returns with overpayments refunded 2,020
Overpayments refunded amount [10] $7,515,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 870
Number of single returns 50
Number of joint returns 790
Number of head of household returns 0
Number of returns with paid preparer's signature 530
Number of exemptions 2,710
Number of dependents 1,050
Adjust gross income (AGI) [2] $308,245,000
Number of returns with total income 870
Salaries and wages amount $314,048,000
Number of returns with salaries and wages 810
Salaries and wages amount $207,482
Number of returns with taxable interest 770
Taxable interest amount $2,548
Number of returns with ordinary dividends 630
Ordinary dividends amount $7,706,000
Number of returns with qualified dividends 600
Qualified dividends amount [3] $5,855
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $995
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $9,838,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $18,460,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $3,912,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $5,685,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [4] $112,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $2,047,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $48,495,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $5,803,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,854,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $1,543,000
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 $952,000
Number of returns with itemized deductions 860
Total itemized deductions amount $39,697,000
Amount of AGI for itemized returns $305,745,000
Number of returns with State and local income taxes 850
State and local income taxes amount $19,793,000
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 810
Real estate taxes amount $6,101,000
Number of returns with taxes paid 860
Taxes paid amount $26,479,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $5,380,000
Number of returns with contributions 820
Contributions amount $7,489,000
Number of returns with taxable income 870
Taxable income amount $260,896,000
Number of returns with income tax before credits 870
Income tax before credits amount $68,723,000
Number of returns with alternative minimum tax 590
Alternative minimum tax amount $2,860,000
Number of returns with total tax credits 450
Total tax credits amount $495,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $265,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $33,000
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 70
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 180
Self-employment tax amount $1,465,000
Number of returns with total tax payments 860
Total tax payments amount $68,193,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $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 870
Income tax amount [7] $68,228,000
Number of returns with tax liability 870
Total tax liability amount [8] $70,988,000
Number of returns with Additional Medicare tax 430
Additional Medicare tax $540,000
Number of returns with net investment income tax 450
Net investment income tax $540,000
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [9] $7,749,000
Number of returns with overpayments refunded 330
Overpayments refunded amount [10] $2,753,000

[1] 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] Does not include returns with adjusted gross deficit.

[3] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates. The maximum qualified dividends tax rate is 15%.

[4] 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.

[5] 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 6 below for explanation of the refundable portion of the earned income credit.

[6] 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.

[7] Income tax reflects the amount reported on Form 1040 line 55. It also includes data from Form 1040A and 1040EZ filers.

[8] “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.

[9] 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.

[10] The amount of overpayments the tax filer requested to have refunded.