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ZIP Code Database - Facts & Stats

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ZIP Code 53185 Income Tax Stats

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

ZIP Code 53185 Data

Zip Code:53185
City:Waterford
State:WI [Wisconsin]
Counties: RACINE, WI
City Alias(es):Waterford
Area Code:262
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





53185 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53185 [1] 9,490
Total Number of Single Tax Returns for ZIP Code 53185 4,170
Total Number of Joint Tax Returns for ZIP Code 53185 4,560
Total Number of Dependents for ZIP Code 53185 5,000
Total Adjusted Gross Income for ZIP Code 53185 $734,220,000
Average Income per Person for ZIP Code 53185 $39,578
Average Income per Household for ZIP Code 53185 $77,368

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 2,610
Number of single returns 2,210
Number of joint returns 250
Number of head of household returns 130
Number of returns with paid preparer's signature 1,120
Number of exemptions 2,190
Number of dependents 330
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] 200
Number of elderly returns [4] 630
Adjust gross income (AGI) [5] $28,624,000
Number of returns with total income 2,610
Salaries and wages amount $29,008,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $20,107
Number of returns with taxable interest 630
Taxable interest amount $296
Number of returns with ordinary dividends 430
Ordinary dividends amount $496,000
Number of returns with qualified dividends 400
Qualified dividends amount [6] $324
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $1,218,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $325,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $1,997,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $3,983,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $150,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $414,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $75,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $384,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $98,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $74,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 260
Total itemized deductions amount $4,113,000
Amount of AGI for itemized returns $3,867,000
Number of returns with State and local income taxes 90
State and local income taxes amount $97,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $70,000
Number of returns with real estate taxes 220
Real estate taxes amount $907,000
Number of returns with taxes paid 260
Taxes paid amount $1,113,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $752,000
Number of returns with contributions 180
Contributions amount $286,000
Number of returns with taxable income 1,230
Taxable income amount $6,885,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $728,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $87,000
Number of returns with foreign tax credit 30
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 80
Nonrefundable education credit amount $50,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 30
Child tax credit amount $14,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $220,000
Number of returns with total tax payments 2,290
Total tax payments amount $3,172,000
Number of returns with earned income credit 400
Earned income credit amount [8] $730,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [9] $652,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $185,000
Number of returns with refundable education credit 100
Refundable education credit amount $80,000
Number of returns with income tax 1,080
Income tax amount [10] $641,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $891,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [12] $169,000
Number of returns with overpayments refunded 2,150
Overpayments refunded amount [13] $2,414,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,600
Number of single returns 980
Number of joint returns 410
Number of head of household returns 190
Number of returns with paid preparer's signature 810
Number of exemptions 2,520
Number of dependents 520
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] 500
Adjust gross income (AGI) [5] $59,735,000
Number of returns with total income 1,600
Salaries and wages amount $60,548,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $43,306
Number of returns with taxable interest 560
Taxable interest amount $266
Number of returns with ordinary dividends 320
Ordinary dividends amount $605,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $444
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $171
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,547,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $577,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,058,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $7,275,000
Number of farm returns 40
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $346,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $3,162,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($3,000)
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $813,000
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 $197,000
Number of returns with IRA payments 40
IRA payments amount $148,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $212,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $6,177,000
Amount of AGI for itemized returns $15,159,000
Number of returns with State and local income taxes 310
State and local income taxes amount $617,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $52,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,451,000
Number of returns with taxes paid 390
Taxes paid amount $2,180,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,526,000
Number of returns with contributions 300
Contributions amount $611,000
Number of returns with taxable income 1,560
Taxable income amount $33,272,000
Number of returns with income tax before credits 1,540
Income tax before credits amount $4,137,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $366,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 210
Retirement savings contribution credit amount $42,000
Number of returns with child tax credit 240
Child tax credit amount $233,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $302,000
Number of returns with total tax payments 1,560
Total tax payments amount $6,607,000
Number of returns with earned income credit 200
Earned income credit amount [8] $360,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $278,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $159,000
Number of returns with refundable education credit 40
Refundable education credit amount $33,000
Number of returns with income tax 1,420
Income tax amount [10] $3,772,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $4,157,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 290
Tax due at time of filing amount [12] $401,000
Number of returns with overpayments refunded 1,290
Overpayments refunded amount [13] $2,795,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $76,000

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

Number of returns 1,440
Number of single returns 650
Number of joint returns 620
Number of head of household returns 160
Number of returns with paid preparer's signature 790
Number of exemptions 2,700
Number of dependents 650
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] 120
Number of elderly returns [4] 500
Adjust gross income (AGI) [5] $89,210,000
Number of returns with total income 1,440
Salaries and wages amount $90,302,000
Number of returns with salaries and wages 1,180
Salaries and wages amount $63,274
Number of returns with taxable interest 630
Taxable interest amount $395
Number of returns with ordinary dividends 350
Ordinary dividends amount $852,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $582
Number of returns with state and local income tax refunds 470
State and local income tax refunds amount $374
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,860,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $935,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $4,328,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $10,028,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $277,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $6,775,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $783,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,092,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $216,000
Number of returns with IRA payments 50
IRA payments amount $258,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $156,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $77,000
Number of returns with itemized deductions 690
Total itemized deductions amount $11,412,000
Amount of AGI for itemized returns $43,140,000
Number of returns with State and local income taxes 640
State and local income taxes amount $2,005,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $45,000
Number of returns with real estate taxes 640
Real estate taxes amount $2,647,000
Number of returns with taxes paid 690
Taxes paid amount $4,798,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $3,040,000
Number of returns with contributions 500
Contributions amount $996,000
Number of returns with taxable income 1,430
Taxable income amount $59,284,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $8,346,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $598,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 290
Child tax credit amount $427,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 120
Self-employment tax amount $347,000
Number of returns with total tax payments 1,420
Total tax payments amount $10,349,000
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 40
Additional child tax credit amount $51,000
Number of returns with refundable education credit 70
Refundable education credit amount $69,000
Number of returns with income tax 1,400
Income tax amount [10] $7,748,000
Number of returns with tax liability 1,410
Total tax liability amount [11] $8,162,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [12] $724,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [13] $2,836,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $64,000

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

Number of returns 1,200
Number of single returns 220
Number of joint returns 900
Number of head of household returns 70
Number of returns with paid preparer's signature 670
Number of exemptions 2,920
Number of dependents 820
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] 70
Number of elderly returns [4] 420
Adjust gross income (AGI) [5] $104,768,000
Number of returns with total income 1,200
Salaries and wages amount $106,124,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $75,742
Number of returns with taxable interest 640
Taxable interest amount $318
Number of returns with ordinary dividends 350
Ordinary dividends amount $876,000
Number of returns with qualified dividends 330
Qualified dividends amount [6] $614
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $481
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $2,406,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $1,008,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $4,655,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $10,809,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $310,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $7,446,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,394,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,356,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
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 $285,000
Number of returns with IRA payments 40
IRA payments amount $166,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $145,000
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 800
Total itemized deductions amount $14,813,000
Amount of AGI for itemized returns $69,430,000
Number of returns with State and local income taxes 760
State and local income taxes amount $3,346,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $68,000
Number of returns with real estate taxes 760
Real estate taxes amount $3,395,000
Number of returns with taxes paid 790
Taxes paid amount $6,893,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,415,000
Number of returns with contributions 640
Contributions amount $1,422,000
Number of returns with taxable income 1,200
Taxable income amount $73,197,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $10,577,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $781,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $140,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $579,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 130
Self-employment tax amount $492,000
Number of returns with total tax payments 1,190
Total tax payments amount $12,246,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 80
Refundable education credit amount $72,000
Number of returns with income tax 1,190
Income tax amount [10] $9,797,000
Number of returns with tax liability 1,190
Total tax liability amount [11] $10,353,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $824,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $2,628,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $71,000

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

Number of returns 2,200
Number of single returns 150
Number of joint returns 1,970
Number of head of household returns 80
Number of returns with paid preparer's signature 1,200
Number of exemptions 6,380
Number of dependents 2,210
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] 510
Adjust gross income (AGI) [5] $297,277,000
Number of returns with total income 2,200
Salaries and wages amount $300,768,000
Number of returns with salaries and wages 2,050
Salaries and wages amount $240,954
Number of returns with taxable interest 1,240
Taxable interest amount $985
Number of returns with ordinary dividends 760
Ordinary dividends amount $2,733,000
Number of returns with qualified dividends 710
Qualified dividends amount [6] $1,989
Number of returns with state and local income tax refunds 1,450
State and local income tax refunds amount $1,500
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $6,241,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $4,865,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $7,757,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $17,816,000
Number of farm returns 20
Number of returns with unemployment compensation 110
Unemployment compensation amount [7] $497,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $8,207,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $7,070,000
Number of returns with total statutory adjustments 830
Total statutory adjustments amount $3,491,000
Number of returns with educator expenses 140
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $692,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $872,000
Number of returns with IRA payments 70
IRA payments amount $391,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $324,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $94,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $173,000
Number of returns with itemized deductions 1,950
Total itemized deductions amount $46,002,000
Amount of AGI for itemized returns $266,983,000
Number of returns with State and local income taxes 1,920
State and local income taxes amount $14,246,000
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 1,900
Real estate taxes amount $10,047,000
Number of returns with taxes paid 1,950
Taxes paid amount $24,760,000
Number of returns with mortgage interest paid 1,710
Mortgage interest paid amount $12,283,000
Number of returns with contributions 1,700
Contributions amount $4,596,000
Number of returns with taxable income 2,200
Taxable income amount $222,608,000
Number of returns with income tax before credits 2,200
Income tax before credits amount $37,575,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $102,000
Number of returns with total tax credits 1,040
Total tax credits amount $1,386,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $105,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $401,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 510
Child tax credit amount $673,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 260
Self-employment tax amount $1,059,000
Number of returns with total tax payments 2,190
Total tax payments amount $40,282,000
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 250
Refundable education credit amount $247,000
Number of returns with income tax 2,190
Income tax amount [10] $36,189,000
Number of returns with tax liability 2,200
Total tax liability amount [11] $37,464,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 770
Tax due at time of filing amount [12] $2,904,000
Number of returns with overpayments refunded 1,380
Overpayments refunded amount [13] $5,410,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $320,000

Adjusted Gross Income: $200,000 or more

Number of returns 440
Number of single returns 20
Number of joint returns 410
Number of head of household returns 0
Number of returns with paid preparer's signature 300
Number of exemptions 1,320
Number of dependents 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] 0
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $154,606,000
Number of returns with total income 440
Salaries and wages amount $157,434,000
Number of returns with salaries and wages 420
Salaries and wages amount $99,278
Number of returns with taxable interest 350
Taxable interest amount $883
Number of returns with ordinary dividends 260
Ordinary dividends amount $3,105,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $2,326
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $517
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $3,882,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $13,636,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $2,277,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $4,279,000
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 $1,126,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $23,867,000
Number of returns with total statutory adjustments 170
Total statutory adjustments amount $2,828,000
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 50
Self-employment health insurance deduction amount $698,000
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 30
Domestic production activities deduction amount $764,000
Number of returns with itemized deductions 430
Total itemized deductions amount $18,961,000
Amount of AGI for itemized returns $152,324,000
Number of returns with State and local income taxes 430
State and local income taxes amount $8,905,000
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 420
Real estate taxes amount $2,986,000
Number of returns with taxes paid 430
Taxes paid amount $12,049,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $3,220,000
Number of returns with contributions 410
Contributions amount $3,457,000
Number of returns with taxable income 440
Taxable income amount $131,271,000
Number of returns with income tax before credits 440
Income tax before credits amount $33,474,000
Number of returns with alternative minimum tax 260
Alternative minimum tax amount $1,397,000
Number of returns with total tax credits 170
Total tax credits amount $200,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $43,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
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 80
Self-employment tax amount $436,000
Number of returns with total tax payments 440
Total tax payments amount $32,119,000
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 440
Income tax amount [10] $33,274,000
Number of returns with tax liability 440
Total tax liability amount [11] $34,414,000
Number of returns with net investment income tax 210
Net investment income tax $388,000
Number of returns with tax due at time of filing 240
Tax due at time of filing amount [12] $4,697,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [13] $1,190,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,190,000

[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.