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ZIP Code Database - Facts & Stats

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ZIP Code 53154 Income Tax Stats

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

ZIP Code 53154 Data

Zip Code:53154
City:Oak Creek
State:WI [Wisconsin]
Counties: MILWAUKEE, WI
City Alias(es):Oak Creek
Area Code:414
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





53154 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53154 [1] 18,340
Total Number of Single Tax Returns for ZIP Code 53154 7,020
Total Number of Joint Tax Returns for ZIP Code 53154 7,420
Total Number of Dependents for ZIP Code 53154 9,870
Total Adjusted Gross Income for ZIP Code 53154 $1,180,934,000
Average Income per Person for ZIP Code 53154 $34,279
Average Income per Household for ZIP Code 53154 $64,391

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 5,140
Number of single returns 4,210
Number of joint returns 540
Number of head of household returns 360
Number of returns with paid preparer's signature 2,140
Number of exemptions 5,160
Number of dependents 1,010
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 440
Number of elderly returns [4] 1,160
Adjust gross income (AGI) [5] $60,729,000
Number of returns with total income 5,140
Salaries and wages amount $61,571,000
Number of returns with salaries and wages 3,930
Salaries and wages amount $44,756
Number of returns with taxable interest 950
Taxable interest amount $353
Number of returns with ordinary dividends 550
Ordinary dividends amount $610,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $402
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $58
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $3,513,000
Number of returns with net capital gain (less loss) 440
Net capital gain (less loss) amount $517,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $2,734,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $7,712,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $297,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $631,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $155,000
Number of returns with total statutory adjustments 710
Total statutory adjustments amount $842,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $70,000
Number of returns with IRA payments 30
IRA payments amount $72,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $199,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $147,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,461,000
Amount of AGI for itemized returns $5,378,000
Number of returns with State and local income taxes 150
State and local income taxes amount $167,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $90,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,303,000
Number of returns with taxes paid 350
Taxes paid amount $1,594,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $843,000
Number of returns with contributions 230
Contributions amount $347,000
Number of returns with taxable income 2,520
Taxable income amount $15,496,000
Number of returns with income tax before credits 2,490
Income tax before credits amount $1,659,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 640
Total tax credits amount $252,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 110
Child tax credit amount $34,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $4,000
Number of returns with self-employment tax 410
Self-employment tax amount $584,000
Number of returns with total tax payments 4,580
Total tax payments amount $7,512,000
Number of returns with earned income credit 1,070
Earned income credit amount [8] $2,243,000
Number of returns with excess earned income credit 900
Excess earned income credit (refundable) amount [9] $1,922,000
Number of returns with additional child tax credit 500
Additional child tax credit amount $606,000
Number of returns with refundable education credit 250
Refundable education credit amount $209,000
Number of returns with income tax 2,150
Income tax amount [10] $1,407,000
Number of returns with tax liability 2,500
Total tax liability amount [11] $2,075,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 480
Tax due at time of filing amount [12] $376,000
Number of returns with overpayments refunded 4,250
Overpayments refunded amount [13] $5,789,000
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 4,200
Number of single returns 2,730
Number of joint returns 880
Number of head of household returns 530
Number of returns with paid preparer's signature 1,810
Number of exemptions 6,620
Number of dependents 1,570
Total number of volunteer prepared returns [5] 80
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
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] 560
Number of elderly returns [4] 920
Adjust gross income (AGI) [5] $155,284,000
Number of returns with total income 4,200
Salaries and wages amount $157,083,000
Number of returns with salaries and wages 3,610
Salaries and wages amount $125,163
Number of returns with taxable interest 1,050
Taxable interest amount $581
Number of returns with ordinary dividends 560
Ordinary dividends amount $799,000
Number of returns with qualified dividends 520
Qualified dividends amount [6] $543
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $293
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $3,573,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $905,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $4,606,000
Number of returns with taxable pensions and annuities 830
Taxable pensions and annuities amount $13,543,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $573,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $5,487,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $825,000
Number of returns with total statutory adjustments 1,080
Total statutory adjustments amount $1,799,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
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 $190,000
Number of returns with IRA payments 70
IRA payments amount $247,000
Number of returns with student loan interest deduction 720
Student loan interest deduction amount $818,000
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 730
Total itemized deductions amount $11,004,000
Amount of AGI for itemized returns $28,663,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,047,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $103,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,928,000
Number of returns with taxes paid 730
Taxes paid amount $4,162,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,435,000
Number of returns with contributions 510
Contributions amount $1,031,000
Number of returns with taxable income 4,100
Taxable income amount $89,818,000
Number of returns with income tax before credits 4,080
Income tax before credits amount $11,392,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,380
Total tax credits amount $1,076,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $340,000
Number of returns with retirement savings contribution credit 570
Retirement savings contribution credit amount $107,000
Number of returns with child tax credit 580
Child tax credit amount $552,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $641,000
Number of returns with total tax payments 4,110
Total tax payments amount $17,607,000
Number of returns with earned income credit 610
Earned income credit amount [8] $1,231,000
Number of returns with excess earned income credit 460
Excess earned income credit (refundable) amount [9] $948,000
Number of returns with additional child tax credit 400
Additional child tax credit amount $556,000
Number of returns with refundable education credit 190
Refundable education credit amount $171,000
Number of returns with income tax 3,690
Income tax amount [10] $10,316,000
Number of returns with tax liability 3,830
Total tax liability amount [11] $11,146,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [12] $959,000
Number of returns with overpayments refunded 3,500
Overpayments refunded amount [13] $7,333,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $75,000

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

Number of returns 3,070
Number of single returns 1,500
Number of joint returns 1,170
Number of head of household returns 350
Number of returns with paid preparer's signature 1,490
Number of exemptions 5,760
Number of dependents 1,530
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] 300
Number of elderly returns [4] 740
Adjust gross income (AGI) [5] $188,308,000
Number of returns with total income 3,070
Salaries and wages amount $190,103,000
Number of returns with salaries and wages 2,700
Salaries and wages amount $151,674
Number of returns with taxable interest 1,040
Taxable interest amount $549
Number of returns with ordinary dividends 570
Ordinary dividends amount $1,229,000
Number of returns with qualified dividends 540
Qualified dividends amount [6] $925
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $579
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,992,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,188,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $5,173,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $14,653,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $385,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $9,513,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,501,000
Number of returns with total statutory adjustments 880
Total statutory adjustments amount $1,795,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $159,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $184,000
Number of returns with IRA payments 70
IRA payments amount $227,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $624,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,140
Total itemized deductions amount $18,230,000
Amount of AGI for itemized returns $71,548,000
Number of returns with State and local income taxes 1,090
State and local income taxes amount $3,416,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $48,000
Number of returns with real estate taxes 1,000
Real estate taxes amount $4,543,000
Number of returns with taxes paid 1,140
Taxes paid amount $8,138,000
Number of returns with mortgage interest paid 850
Mortgage interest paid amount $4,412,000
Number of returns with contributions 820
Contributions amount $1,807,000
Number of returns with taxable income 3,050
Taxable income amount $128,648,000
Number of returns with income tax before credits 3,050
Income tax before credits amount $18,586,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,080
Total tax credits amount $1,388,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $277,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 680
Child tax credit amount $1,000,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 200
Self-employment tax amount $597,000
Number of returns with total tax payments 3,040
Total tax payments amount $22,780,000
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 90
Additional child tax credit amount $113,000
Number of returns with refundable education credit 130
Refundable education credit amount $127,000
Number of returns with income tax 2,960
Income tax amount [10] $17,197,000
Number of returns with tax liability 2,980
Total tax liability amount [11] $17,942,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 640
Tax due at time of filing amount [12] $1,328,000
Number of returns with overpayments refunded 2,400
Overpayments refunded amount [13] $6,082,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $41,000

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

Number of returns 2,090
Number of single returns 520
Number of joint returns 1,420
Number of head of household returns 150
Number of returns with paid preparer's signature 1,070
Number of exemptions 4,980
Number of dependents 1,470
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] 150
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $181,343,000
Number of returns with total income 2,090
Salaries and wages amount $183,034,000
Number of returns with salaries and wages 1,900
Salaries and wages amount $144,121
Number of returns with taxable interest 930
Taxable interest amount $535
Number of returns with ordinary dividends 550
Ordinary dividends amount $1,207,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $865
Number of returns with state and local income tax refunds 860
State and local income tax refunds amount $710
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,073,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,948,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $5,844,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $13,660,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $306,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $8,659,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,634,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $1,691,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $201,000
Number of returns with IRA payments 60
IRA payments amount $295,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $307,000
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 1,220
Total itemized deductions amount $22,155,000
Amount of AGI for itemized returns $106,158,000
Number of returns with State and local income taxes 1,180
State and local income taxes amount $5,260,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $53,000
Number of returns with real estate taxes 1,110
Real estate taxes amount $5,571,000
Number of returns with taxes paid 1,210
Taxes paid amount $11,032,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $5,873,000
Number of returns with contributions 960
Contributions amount $2,063,000
Number of returns with taxable income 2,090
Taxable income amount $128,988,000
Number of returns with income tax before credits 2,090
Income tax before credits amount $19,240,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 880
Total tax credits amount $1,409,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $60,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $316,000
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 $997,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 180
Self-employment tax amount $547,000
Number of returns with total tax payments 2,080
Total tax payments amount $22,026,000
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 160
Refundable education credit amount $159,000
Number of returns with income tax 2,080
Income tax amount [10] $17,831,000
Number of returns with tax liability 2,080
Total tax liability amount [11] $18,510,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 520
Tax due at time of filing amount [12] $1,239,000
Number of returns with overpayments refunded 1,560
Overpayments refunded amount [13] $4,682,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $49,000

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

Number of returns 3,370
Number of single returns 250
Number of joint returns 2,980
Number of head of household returns 130
Number of returns with paid preparer's signature 1,690
Number of exemptions 10,040
Number of dependents 3,690
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] 180
Number of elderly returns [4] 620
Adjust gross income (AGI) [5] $449,125,000
Number of returns with total income 3,370
Salaries and wages amount $452,720,000
Number of returns with salaries and wages 3,220
Salaries and wages amount $383,142
Number of returns with taxable interest 1,810
Taxable interest amount $1,351
Number of returns with ordinary dividends 1,160
Ordinary dividends amount $2,899,000
Number of returns with qualified dividends 1,100
Qualified dividends amount [6] $2,216
Number of returns with state and local income tax refunds 2,130
State and local income tax refunds amount $2,133
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $6,545,000
Number of returns with net capital gain (less loss) 930
Net capital gain (less loss) amount $5,672,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $9,209,000
Number of returns with taxable pensions and annuities 740
Taxable pensions and annuities amount $23,464,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [7] $458,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $9,226,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $5,690,000
Number of returns with total statutory adjustments 1,270
Total statutory adjustments amount $3,595,000
Number of returns with educator expenses 200
Educator expenses amount $50,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $482,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $592,000
Number of returns with IRA payments 90
IRA payments amount $478,000
Number of returns with student loan interest deduction 630
Student loan interest deduction amount $763,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $153,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $515,000
Number of returns with itemized deductions 2,890
Total itemized deductions amount $65,042,000
Amount of AGI for itemized returns $391,855,000
Number of returns with State and local income taxes 2,870
State and local income taxes amount $21,457,000
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 2,750
Real estate taxes amount $15,665,000
Number of returns with taxes paid 2,890
Taxes paid amount $37,567,000
Number of returns with mortgage interest paid 2,540
Mortgage interest paid amount $16,329,000
Number of returns with contributions 2,500
Contributions amount $6,558,000
Number of returns with taxable income 3,370
Taxable income amount $337,373,000
Number of returns with income tax before credits 3,370
Income tax before credits amount $57,050,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $145,000
Number of returns with total tax credits 1,690
Total tax credits amount $2,314,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 470
Child and dependent care credit amount $214,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $617,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 900
Child tax credit amount $1,262,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 360
Self-employment tax amount $1,231,000
Number of returns with total tax payments 3,350
Total tax payments amount $61,034,000
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 350
Refundable education credit amount $364,000
Number of returns with income tax 3,360
Income tax amount [10] $54,737,000
Number of returns with tax liability 3,360
Total tax liability amount [11] $56,357,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,110
Tax due at time of filing amount [12] $4,221,000
Number of returns with overpayments refunded 2,210
Overpayments refunded amount [13] $8,669,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $179,000

Adjusted Gross Income: $200,000 or more

Number of returns 470
Number of single returns 30
Number of joint returns 430
Number of head of household returns 0
Number of returns with paid preparer's signature 270
Number of exemptions 1,500
Number of dependents 600
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] 90
Adjust gross income (AGI) [5] $146,145,000
Number of returns with total income 470
Salaries and wages amount $148,268,000
Number of returns with salaries and wages 450
Salaries and wages amount $103,386
Number of returns with taxable interest 330
Taxable interest amount $525
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,717,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $1,436
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $528
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $2,847,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $7,497,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,979,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $4,888,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $1,104,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $18,073,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $2,123,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $439,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 460
Total itemized deductions amount $18,825,000
Amount of AGI for itemized returns $141,237,000
Number of returns with State and local income taxes 450
State and local income taxes amount $8,229,000
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 430
Real estate taxes amount $3,220,000
Number of returns with taxes paid 460
Taxes paid amount $11,587,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $2,792,000
Number of returns with contributions 420
Contributions amount $2,099,000
Number of returns with taxable income 470
Taxable income amount $122,062,000
Number of returns with income tax before credits 470
Income tax before credits amount $30,229,000
Number of returns with alternative minimum tax 280
Alternative minimum tax amount $1,174,000
Number of returns with total tax credits 170
Total tax credits amount $272,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $38,000
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 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 60
Self-employment tax amount $494,000
Number of returns with total tax payments 460
Total tax payments amount $28,687,000
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 470
Income tax amount [10] $29,957,000
Number of returns with tax liability 470
Total tax liability amount [11] $30,877,000
Number of returns with net investment income tax 190
Net investment income tax $151,000
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $4,021,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [13] $1,267,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $409,000

[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.