Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 53226 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2013

ZIP Code 53226 Data

Zip Code:53226
City:Milwaukee
State:WI [Wisconsin]
Counties: MILWAUKEE, WI
City Alias(es):Milwaukee
Area Code:262
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





53226 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53226 [1] 9,650
Total Number of Single Tax Returns for ZIP Code 53226 3,400
Total Number of Joint Tax Returns for ZIP Code 53226 3,750
Total Number of Dependents for ZIP Code 53226 4,600
Total Adjusted Gross Income for ZIP Code 53226 $719,208,000
Average Income per Person for ZIP Code 53226 $39,151
Average Income per Household for ZIP Code 53226 $74,529

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


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

Number of returns [1] 2,650
Number of single returns 2,250
Number of joint returns 230
Number of head of household returns 170
Number of returns with paid preparer's signature 1,100
Number of exemptions 2,660
Number of dependents 440
Adjust gross income (AGI) [2] $31,503,000
Number of returns with total income 2,650
Salaries and wages amount $32,195,000
Number of returns with salaries and wages 1,820
Salaries and wages amount $19,901
Number of returns with taxable interest 820
Taxable interest amount $542
Number of returns with ordinary dividends 620
Ordinary dividends amount $1,073,000
Number of returns with qualified dividends 570
Qualified dividends amount [3] $692
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $66
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $1,738,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $391,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $2,173,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $4,863,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [4] $777,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $367,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $74,000
Number of returns with total statutory adjustments 430
Total statutory adjustments amount $692,000
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 $140,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $155,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $130,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $5,073,000
Amount of AGI for itemized returns $4,538,000
Number of returns with State and local income taxes 110
State and local income taxes amount $165,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $72,000
Number of returns with real estate taxes 250
Real estate taxes amount $1,204,000
Number of returns with taxes paid 300
Taxes paid amount $1,470,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $636,000
Number of returns with contributions 230
Contributions amount $348,000
Number of returns with taxable income 1,330
Taxable income amount $8,246,000
Number of returns with income tax before credits 1,240
Income tax before credits amount $850,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $137,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $95,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 40
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 200
Self-employment tax amount $287,000
Number of returns with total tax payments 2,230
Total tax payments amount $3,403,000
Number of returns with earned income credit 470
Earned income credit amount [5] $852,000
Number of returns with excess earned income credit 390
Excess earned income credit (refundable) amount [6] $739,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $239,000
Number of returns with refundable education credit 150
Refundable education credit amount $127,000
Number of returns with income tax 1,060
Income tax amount [7] $713,000
Number of returns with tax liability 1,230
Total tax liability amount [8] $1,013,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [9] $187,000
Number of returns with overpayments refunded 2,030
Overpayments refunded amount [10] $2,515,000

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

Number of returns [1] 2,130
Number of single returns 1,420
Number of joint returns 440
Number of head of household returns 240
Number of returns with paid preparer's signature 920
Number of exemptions 3,270
Number of dependents 710
Adjust gross income (AGI) [2] $78,832,000
Number of returns with total income 2,130
Salaries and wages amount $80,104,000
Number of returns with salaries and wages 1,740
Salaries and wages amount $60,043
Number of returns with taxable interest 740
Taxable interest amount $659
Number of returns with ordinary dividends 530
Ordinary dividends amount $1,545,000
Number of returns with qualified dividends 480
Qualified dividends amount [3] $989
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $254
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,328,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $637,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $3,408,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $7,391,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $1,008,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,366,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $187,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,272,000
Number of returns with educator expenses 80
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 $157,000
Number of returns with IRA payments 70
IRA payments amount $274,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $441,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 540
Total itemized deductions amount $8,424,000
Amount of AGI for itemized returns $21,251,000
Number of returns with State and local income taxes 430
State and local income taxes amount $919,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $64,000
Number of returns with real estate taxes 460
Real estate taxes amount $2,212,000
Number of returns with taxes paid 540
Taxes paid amount $3,289,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,458,000
Number of returns with contributions 420
Contributions amount $864,000
Number of returns with taxable income 2,070
Taxable income amount $45,763,000
Number of returns with income tax before credits 2,040
Income tax before credits amount $5,646,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $565,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $224,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 250
Child tax credit amount $254,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 130
Self-employment tax amount $288,000
Number of returns with total tax payments 2,070
Total tax payments amount $8,428,000
Number of returns with earned income credit 230
Earned income credit amount [5] $375,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [6] $301,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $227,000
Number of returns with refundable education credit 90
Refundable education credit amount $87,000
Number of returns with income tax 1,860
Income tax amount [7] $5,080,000
Number of returns with tax liability 1,900
Total tax liability amount [8] $5,411,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [9] $352,000
Number of returns with overpayments refunded 1,740
Overpayments refunded amount [10] $3,285,000

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

Number of returns [1] 1,610
Number of single returns 910
Number of joint returns 570
Number of head of household returns 110
Number of returns with paid preparer's signature 850
Number of exemptions 2,790
Number of dependents 610
Adjust gross income (AGI) [2] $98,874,000
Number of returns with total income 1,610
Salaries and wages amount $100,141,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $71,205
Number of returns with taxable interest 800
Taxable interest amount $772
Number of returns with ordinary dividends 610
Ordinary dividends amount $2,330,000
Number of returns with qualified dividends 580
Qualified dividends amount [3] $1,589
Number of returns with state and local income tax refunds 600
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 $1,815,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,644,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $4,080,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $10,087,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $450,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $6,370,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $476,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $1,267,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $326,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $150,000
Number of returns with IRA payments 40
IRA payments amount $171,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $313,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 820
Total itemized deductions amount $13,090,000
Amount of AGI for itemized returns $50,901,000
Number of returns with State and local income taxes 750
State and local income taxes amount $2,513,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $42,000
Number of returns with real estate taxes 710
Real estate taxes amount $3,262,000
Number of returns with taxes paid 810
Taxes paid amount $5,915,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $2,936,000
Number of returns with contributions 630
Contributions amount $1,549,000
Number of returns with taxable income 1,600
Taxable income amount $67,757,000
Number of returns with income tax before credits 1,590
Income tax before credits amount $9,742,000
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 $665,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $24,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 290
Child tax credit amount $438,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 140
Self-employment tax amount $411,000
Number of returns with total tax payments 1,580
Total tax payments amount $11,468,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $36,000
Number of returns with refundable education credit 70
Refundable education credit amount $63,000
Number of returns with income tax 1,550
Income tax amount [7] $9,077,000
Number of returns with tax liability 1,560
Total tax liability amount [8] $9,558,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 400
Tax due at time of filing amount [9] $825,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [10] $2,616,000

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

Number of returns [1] 1,130
Number of single returns 320
Number of joint returns 750
Number of head of household returns 60
Number of returns with paid preparer's signature 600
Number of exemptions 2,620
Number of dependents 750
Adjust gross income (AGI) [2] $98,141,000
Number of returns with total income 1,130
Salaries and wages amount $99,408,000
Number of returns with salaries and wages 960
Salaries and wages amount $71,993
Number of returns with taxable interest 620
Taxable interest amount $680
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,011,000
Number of returns with qualified dividends 440
Qualified dividends amount [3] $1,546
Number of returns with state and local income tax refunds 600
State and local income tax refunds amount $554
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $3,112,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,402,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,047,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $8,677,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $294,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $5,476,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $877,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $1,267,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $149,000
Number of returns with IRA payments 30
IRA payments amount $132,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $266,000
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 $14,820,000
Amount of AGI for itemized returns $69,381,000
Number of returns with State and local income taxes 770
State and local income taxes amount $3,669,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $43,000
Number of returns with real estate taxes 720
Real estate taxes amount $3,555,000
Number of returns with taxes paid 790
Taxes paid amount $7,373,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,691,000
Number of returns with contributions 690
Contributions amount $1,806,000
Number of returns with taxable income 1,130
Taxable income amount $69,341,000
Number of returns with income tax before credits 1,130
Income tax before credits amount $10,284,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $811,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $150,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 340
Child tax credit amount $571,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 160
Self-employment tax amount $543,000
Number of returns with total tax payments 1,120
Total tax payments amount $11,581,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 60
Refundable education credit amount $66,000
Number of returns with income tax 1,120
Income tax amount [7] $9,473,000
Number of returns with tax liability 1,130
Total tax liability amount [8] $10,085,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [9] $889,000
Number of returns with overpayments refunded 780
Overpayments refunded amount [10] $2,310,000

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

Number of returns [1] 1,660
Number of single returns 250
Number of joint returns 1,360
Number of head of household returns 60
Number of returns with paid preparer's signature 810
Number of exemptions 4,560
Number of dependents 1,550
Adjust gross income (AGI) [2] $224,298,000
Number of returns with total income 1,660
Salaries and wages amount $226,981,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $173,726
Number of returns with taxable interest 1,110
Taxable interest amount $1,167
Number of returns with ordinary dividends 880
Ordinary dividends amount $5,040,000
Number of returns with qualified dividends 820
Qualified dividends amount [3] $3,697
Number of returns with state and local income tax refunds 1,130
State and local income tax refunds amount $1,254
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $6,469,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $4,898,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $7,616,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $14,783,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $429,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $7,259,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,782,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $2,684,000
Number of returns with educator expenses 120
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $549,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $426,000
Number of returns with IRA payments 40
IRA payments amount $206,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $308,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $163,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $334,000
Number of returns with itemized deductions 1,510
Total itemized deductions amount $37,188,000
Amount of AGI for itemized returns $206,006,000
Number of returns with State and local income taxes 1,480
State and local income taxes amount $11,621,000
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 1,400
Real estate taxes amount $8,298,000
Number of returns with taxes paid 1,510
Taxes paid amount $20,305,000
Number of returns with mortgage interest paid 1,190
Mortgage interest paid amount $8,049,000
Number of returns with contributions 1,380
Contributions amount $4,669,000
Number of returns with taxable income 1,650
Taxable income amount $167,724,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $29,163,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $107,000
Number of returns with total tax credits 920
Total tax credits amount $1,082,000
Number of returns with foreign tax credit 320
Foreign tax credit amount $141,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $97,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $255,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 410
Child tax credit amount $526,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 230
Self-employment tax amount $887,000
Number of returns with total tax payments 1,640
Total tax payments amount $31,262,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 150
Refundable education credit amount $155,000
Number of returns with income tax 1,650
Income tax amount [7] $28,081,000
Number of returns with tax liability 1,650
Total tax liability amount [8] $29,107,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [9] $2,191,000
Number of returns with overpayments refunded 1,000
Overpayments refunded amount [10] $4,034,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 470
Number of single returns 50
Number of joint returns 400
Number of head of household returns 0
Number of returns with paid preparer's signature 320
Number of exemptions 1,400
Number of dependents 540
Adjust gross income (AGI) [2] $187,560,000
Number of returns with total income 470
Salaries and wages amount $190,690,000
Number of returns with salaries and wages 420
Salaries and wages amount $110,233
Number of returns with taxable interest 390
Taxable interest amount $1,726
Number of returns with ordinary dividends 360
Ordinary dividends amount $7,896,000
Number of returns with qualified dividends 350
Qualified dividends amount [3] $6,062
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $646
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $3,460,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $28,337,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,370,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $3,484,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,979,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $25,029,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $3,131,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $1,064,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $552,000
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 $24,385,000
Amount of AGI for itemized returns $179,005,000
Number of returns with State and local income taxes 460
State and local income taxes amount $11,377,000
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 $3,645,000
Number of returns with taxes paid 460
Taxes paid amount $15,168,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,640,000
Number of returns with contributions 430
Contributions amount $6,235,000
Number of returns with taxable income 470
Taxable income amount $159,237,000
Number of returns with income tax before credits 470
Income tax before credits amount $41,126,000
Number of returns with alternative minimum tax 340
Alternative minimum tax amount $1,791,000
Number of returns with total tax credits 270
Total tax credits amount $696,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $567,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $18,000
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 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 100
Self-employment tax amount $752,000
Number of returns with total tax payments 460
Total tax payments amount $38,788,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 470
Income tax amount [7] $39,908,000
Number of returns with tax liability 470
Total tax liability amount [8] $41,498,000
Number of returns with Additional Medicare tax 230
Additional Medicare tax $293,000
Number of returns with net investment income tax 260
Net investment income tax $293,000
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [9] $5,442,000
Number of returns with overpayments refunded 190
Overpayments refunded amount [10] $1,543,000

[1] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-

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

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

[4] Includes the Alaskan permanent fund, reported by residents of Alaska on Forms 1040A and 1040EZ's.
This fund only applies to statistics in the totals, and the state of Alaska.

[5] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 6 below for explanation of the refundable portion of the earned income credit.

[6] The refundable portion of the earned income credit equals total income tax minus the earned income credit. If the result is negative, this amount is considered the refundable portion. No other refundable credits were taken into account for this calculation.

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

[8] “Total tax liability” differs from “Income tax”, in that “Total tax liability” includes the taxes from recapture of certain prior-year credits, tax applicable to individual retirement arrangements (IRA's), social security taxes on self-employment income and on certain tip income, advanced earned income payments, household employment taxes, and certain other taxes listed in the Form 1040 instructions.

[9] Reflects payments to or withholdings made to "Total tax liability". This is the amount the tax filer owes when the income tax return is filed.

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