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ZIP Code Database - Facts & Stats

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ZIP Code 53214 Income Tax Stats

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

ZIP Code 53214 Data

Zip Code:53214
City:Milwaukee
State:WI [Wisconsin]
Counties: MILWAUKEE, WI
City Alias(es):Milwaukee
Area Code:414 / 262
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


53214 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53214 [1] 17,460
Total Number of Single Tax Returns for ZIP Code 53214 4,330
Total Number of Joint Tax Returns for ZIP Code 53214 4,350
Total Number of Dependents for ZIP Code 53214 8,800
Total Adjusted Gross Income for ZIP Code 53214 $743,219,000
Average Income per Person for ZIP Code 53214 $21,403
Average Income per Household for ZIP Code 53214 $42,567

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 6,380
Number of single returns 4,870
Number of joint returns 500
Number of head of household returns 940
Number of returns with paid preparer's signature 2,630
Number of exemptions 8,350
Number of dependents 2,290
Total number of volunteer prepared returns [5] 280
Number of volunteer income tax assistance (VITA) prepared returns [3] 70
Number of tax counseling for the elderly (TCE) prepared returns [3] 210
Number of volunteer prepared returns with Earned Income Credit 50
Number of refund anticipation check returns [3] 1,080
Number of elderly returns [4] 1,490
Adjust gross income (AGI) [5] $80,834,000
Number of returns with total income 6,380
Salaries and wages amount $81,766,000
Number of returns with salaries and wages 4,940
Salaries and wages amount $63,433
Number of returns with taxable interest 920
Taxable interest amount $349
Number of returns with ordinary dividends 500
Ordinary dividends amount $688,000
Number of returns with qualified dividends 440
Qualified dividends amount [6] $447
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $50
Number of returns with business or professional net income (less loss) 610
Business or professional net income (less loss) amount $3,984,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $493,000
Number of returns with taxable individual retirement arrangements distributions 480
Taxable individual retirement arrangements distributions amount $2,845,000
Number of returns with taxable pensions and annuities 980
Taxable pensions and annuities amount $8,209,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [7] $667,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $576,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $229,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $932,000
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 50
Self-employment health insurance deduction amount $142,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $202,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 340
Total itemized deductions amount $4,395,000
Amount of AGI for itemized returns $4,993,000
Number of returns with State and local income taxes 150
State and local income taxes amount $177,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $75,000
Number of returns with real estate taxes 250
Real estate taxes amount $879,000
Number of returns with taxes paid 330
Taxes paid amount $1,173,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $656,000
Number of returns with contributions 200
Contributions amount $313,000
Number of returns with taxable income 3,020
Taxable income amount $19,415,000
Number of returns with income tax before credits 3,010
Income tax before credits amount $2,090,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $285,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 350
Retirement savings contribution credit amount $52,000
Number of returns with child tax credit 220
Child tax credit amount $73,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 530
Self-employment tax amount $665,000
Number of returns with total tax payments 5,700
Total tax payments amount $12,012,000
Number of returns with earned income credit 2,120
Earned income credit amount [8] $4,779,000
Number of returns with excess earned income credit 1,870
Excess earned income credit (refundable) amount [9] $4,418,000
Number of returns with additional child tax credit 1,110
Additional child tax credit amount $1,305,000
Number of returns with refundable education credit 280
Refundable education credit amount $240,000
Number of returns with income tax 2,530
Income tax amount [10] $1,804,000
Number of returns with tax liability 3,020
Total tax liability amount [11] $2,597,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [12] $407,000
Number of returns with overpayments refunded 5,320
Overpayments refunded amount [13] $9,778,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $18,000

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

Number of returns 5,700
Number of single returns 3,630
Number of joint returns 880
Number of head of household returns 1,120
Number of returns with paid preparer's signature 2,330
Number of exemptions 9,610
Number of dependents 3,040
Total number of volunteer prepared returns [5] 100
Number of volunteer income tax assistance (VITA) prepared returns [3] 50
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 1,010
Number of elderly returns [4] 910
Adjust gross income (AGI) [5] $208,579,000
Number of returns with total income 5,700
Salaries and wages amount $210,690,000
Number of returns with salaries and wages 5,220
Salaries and wages amount $184,303
Number of returns with taxable interest 1,030
Taxable interest amount $530
Number of returns with ordinary dividends 520
Ordinary dividends amount $951,000
Number of returns with qualified dividends 480
Qualified dividends amount [6] $709
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $345
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $3,646,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $541,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $3,954,000
Number of returns with taxable pensions and annuities 780
Taxable pensions and annuities amount $10,485,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [7] $887,000
Number of returns with taxable Social Security benefits 630
Taxable Social Security benefits amount $4,363,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $513,000
Number of returns with total statutory adjustments 1,270
Total statutory adjustments amount $2,111,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $147,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $196,000
Number of returns with IRA payments 120
IRA payments amount $374,000
Number of returns with student loan interest deduction 850
Student loan interest deduction amount $926,000
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 950
Total itemized deductions amount $11,244,000
Amount of AGI for itemized returns $37,659,000
Number of returns with State and local income taxes 860
State and local income taxes amount $1,722,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $49,000
Number of returns with real estate taxes 840
Real estate taxes amount $2,915,000
Number of returns with taxes paid 950
Taxes paid amount $4,769,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $2,757,000
Number of returns with contributions 600
Contributions amount $958,000
Number of returns with taxable income 5,610
Taxable income amount $120,059,000
Number of returns with income tax before credits 5,600
Income tax before credits amount $15,198,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,130
Total tax credits amount $1,773,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $389,000
Number of returns with retirement savings contribution credit 960
Retirement savings contribution credit amount $180,000
Number of returns with child tax credit 1,150
Child tax credit amount $1,097,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 290
Self-employment tax amount $697,000
Number of returns with total tax payments 5,630
Total tax payments amount $24,140,000
Number of returns with earned income credit 1,110
Earned income credit amount [8] $2,260,000
Number of returns with excess earned income credit 920
Excess earned income credit (refundable) amount [9] $1,922,000
Number of returns with additional child tax credit 810
Additional child tax credit amount $1,146,000
Number of returns with refundable education credit 230
Refundable education credit amount $184,000
Number of returns with income tax 4,800
Income tax amount [10] $13,425,000
Number of returns with tax liability 4,980
Total tax liability amount [11] $14,388,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 870
Tax due at time of filing amount [12] $1,167,000
Number of returns with overpayments refunded 4,790
Overpayments refunded amount [13] $10,802,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $62,000

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

Number of returns 2,880
Number of single returns 1,430
Number of joint returns 1,120
Number of head of household returns 310
Number of returns with paid preparer's signature 1,300
Number of exemptions 5,640
Number of dependents 1,650
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 330
Number of elderly returns [4] 610
Adjust gross income (AGI) [5] $175,625,000
Number of returns with total income 2,880
Salaries and wages amount $177,183,000
Number of returns with salaries and wages 2,620
Salaries and wages amount $148,298
Number of returns with taxable interest 920
Taxable interest amount $308
Number of returns with ordinary dividends 470
Ordinary dividends amount $900,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $666
Number of returns with state and local income tax refunds 720
State and local income tax refunds amount $523
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $3,001,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $987,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $3,851,000
Number of returns with taxable pensions and annuities 570
Taxable pensions and annuities amount $11,281,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $496,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $6,701,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $520,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $1,558,000
Number of returns with educator expenses 60
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 30
Self-employment health insurance deduction amount $133,000
Number of returns with IRA payments 70
IRA payments amount $235,000
Number of returns with student loan interest deduction 560
Student loan interest deduction amount $635,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,090
Total itemized deductions amount $15,197,000
Amount of AGI for itemized returns $67,566,000
Number of returns with State and local income taxes 1,060
State and local income taxes amount $3,388,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $39,000
Number of returns with real estate taxes 980
Real estate taxes amount $3,471,000
Number of returns with taxes paid 1,090
Taxes paid amount $7,000,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $3,641,000
Number of returns with contributions 750
Contributions amount $1,477,000
Number of returns with taxable income 2,880
Taxable income amount $119,903,000
Number of returns with income tax before credits 2,880
Income tax before credits amount $17,263,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,040
Total tax credits amount $1,398,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $213,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 660
Child tax credit amount $1,058,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 200
Self-employment tax amount $502,000
Number of returns with total tax payments 2,860
Total tax payments amount $20,933,000
Number of returns with earned income credit 20
Earned income credit amount [8] $5,000
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 100
Additional child tax credit amount $145,000
Number of returns with refundable education credit 110
Refundable education credit amount $100,000
Number of returns with income tax 2,770
Income tax amount [10] $15,865,000
Number of returns with tax liability 2,800
Total tax liability amount [11] $16,558,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 620
Tax due at time of filing amount [12] $1,092,000
Number of returns with overpayments refunded 2,240
Overpayments refunded amount [13] $5,389,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $83,000

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

Number of returns 1,410
Number of single returns 350
Number of joint returns 960
Number of head of household returns 100
Number of returns with paid preparer's signature 670
Number of exemptions 3,390
Number of dependents 1,030
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] 330
Adjust gross income (AGI) [5] $120,439,000
Number of returns with total income 1,410
Salaries and wages amount $121,377,000
Number of returns with salaries and wages 1,310
Salaries and wages amount $102,226
Number of returns with taxable interest 530
Taxable interest amount $336
Number of returns with ordinary dividends 290
Ordinary dividends amount $766,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $594
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $369
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,770,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $829,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,511,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $7,433,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $219,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,222,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $492,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $938,000
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 20
Self-employment health insurance deduction amount $125,000
Number of returns with IRA payments 30
IRA payments amount $150,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $342,000
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 740
Total itemized deductions amount $11,933,000
Amount of AGI for itemized returns $64,110,000
Number of returns with State and local income taxes 730
State and local income taxes amount $3,299,000
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 690
Real estate taxes amount $2,599,000
Number of returns with taxes paid 740
Taxes paid amount $6,017,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $2,995,000
Number of returns with contributions 560
Contributions amount $1,220,000
Number of returns with taxable income 1,410
Taxable income amount $86,890,000
Number of returns with income tax before credits 1,410
Income tax before credits amount $12,971,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $970,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $138,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $752,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 120
Self-employment tax amount $305,000
Number of returns with total tax payments 1,400
Total tax payments amount $14,715,000
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 70
Refundable education credit amount $67,000
Number of returns with income tax 1,400
Income tax amount [10] $12,001,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $12,419,000
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] $791,000
Number of returns with overpayments refunded 1,060
Overpayments refunded amount [13] $2,997,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,030
Number of single returns 150
Number of joint returns 850
Number of head of household returns 30
Number of returns with paid preparer's signature 520
Number of exemptions 2,650
Number of dependents 760
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] 80
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $129,861,000
Number of returns with total income 1,030
Salaries and wages amount $131,310,000
Number of returns with salaries and wages 980
Salaries and wages amount $106,943
Number of returns with taxable interest 480
Taxable interest amount $379
Number of returns with ordinary dividends 320
Ordinary dividends amount $933,000
Number of returns with qualified dividends 300
Qualified dividends amount [6] $731
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $507
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,859,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $2,512,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $3,237,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $8,584,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $172,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,668,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $2,053,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,449,000
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 $254,000
Number of returns with IRA payments 30
IRA payments amount $113,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $289,000
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 $15,643,000
Amount of AGI for itemized returns $102,202,000
Number of returns with State and local income taxes 780
State and local income taxes amount $5,479,000
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 750
Real estate taxes amount $3,049,000
Number of returns with taxes paid 800
Taxes paid amount $8,672,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $3,387,000
Number of returns with contributions 650
Contributions amount $1,919,000
Number of returns with taxable income 1,030
Taxable income amount $100,540,000
Number of returns with income tax before credits 1,030
Income tax before credits amount $16,924,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $589,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 240
Child tax credit amount $339,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 100
Self-employment tax amount $377,000
Number of returns with total tax payments 1,030
Total tax payments amount $17,682,000
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 70
Refundable education credit amount $77,000
Number of returns with income tax 1,030
Income tax amount [10] $16,335,000
Number of returns with tax liability 1,030
Total tax liability amount [11] $16,776,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $1,322,000
Number of returns with overpayments refunded 670
Overpayments refunded amount [13] $2,247,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $284,000

Adjusted Gross Income: $200,000 or more

Number of returns 60
Number of single returns 20
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 50
Number of exemptions 140
Number of dependents 30
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] 20
Adjust gross income (AGI) [5] $27,881,000
Number of returns with total income 60
Salaries and wages amount $27,881,000
Number of returns with salaries and wages 50
Salaries and wages amount $9,591
Number of returns with taxable interest 40
Taxable interest amount $118
Number of returns with ordinary dividends 30
Ordinary dividends amount $438,000
Number of returns with qualified dividends 30
Qualified dividends amount [6] $340
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $136
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $2,337,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 20
Taxable pensions and annuities amount $1,670,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $4,386,000
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 0
Self-employment health insurance deduction amount $0
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 50
Total itemized deductions amount $2,347,000
Amount of AGI for itemized returns $24,610,000
Number of returns with State and local income taxes 50
State and local income taxes amount $1,298,000
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 50
Real estate taxes amount $269,000
Number of returns with taxes paid 50
Taxes paid amount $1,673,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $206,000
Number of returns with contributions 50
Contributions amount $482,000
Number of returns with taxable income 60
Taxable income amount $25,005,000
Number of returns with income tax before credits 60
Income tax before credits amount $6,037,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $133,000
Number of returns with total tax credits 20
Total tax credits amount $15,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
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 0
Self-employment tax amount $0
Number of returns with total tax payments 60
Total tax payments amount $3,687,000
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 60
Income tax amount [10] $5,804,000
Number of returns with tax liability 60
Total tax liability amount [11] $6,043,000
Number of returns with net investment income tax 40
Net investment income tax $103,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [12] $981,000
Number of returns with overpayments refunded 0
Overpayments refunded amount [13] $0
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.