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ZIP Code Database - Facts & Stats

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ZIP Code 53227 Income Tax Stats

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

ZIP Code 53227 Data

Zip Code:53227
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]





53227 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53227 [1] 12,430
Total Number of Single Tax Returns for ZIP Code 53227 3,820
Total Number of Joint Tax Returns for ZIP Code 53227 3,890
Total Number of Dependents for ZIP Code 53227 5,270
Total Adjusted Gross Income for ZIP Code 53227 $555,588,000
Average Income per Person for ZIP Code 53227 $23,787
Average Income per Household for ZIP Code 53227 $44,697

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


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

Number of returns [1] 4,610
Number of single returns 3,690
Number of joint returns 400
Number of head of household returns 470
Number of returns with paid preparer's signature 1,910
Number of exemptions 5,320
Number of dependents 1,080
Adjust gross income (AGI) [2] $57,368,000
Number of returns with total income 4,610
Salaries and wages amount $58,156,000
Number of returns with salaries and wages 3,430
Salaries and wages amount $41,329
Number of returns with taxable interest 1,130
Taxable interest amount $685
Number of returns with ordinary dividends 670
Ordinary dividends amount $956,000
Number of returns with qualified dividends 580
Qualified dividends amount [3] $633
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $66
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $1,916,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $112,000
Number of returns with taxable individual retirement arrangements distributions 510
Taxable individual retirement arrangements distributions amount $2,739,000
Number of returns with taxable pensions and annuities 960
Taxable pensions and annuities amount $7,704,000
Number of farm returns 0
Number of returns with unemployment compensation 420
Unemployment compensation amount [4] $2,029,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $432,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $215,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $788,000
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 $85,000
Number of returns with IRA payments 30
IRA payments amount $103,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $211,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $153,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $6,050,000
Amount of AGI for itemized returns $6,173,000
Number of returns with State and local income taxes 150
State and local income taxes amount $144,000
Number of returns with State and local general sales tax 220
State and local general sales tax amount $130,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,193,000
Number of returns with taxes paid 390
Taxes paid amount $1,520,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $849,000
Number of returns with contributions 280
Contributions amount $447,000
Number of returns with taxable income 2,310
Taxable income amount $14,848,000
Number of returns with income tax before credits 2,240
Income tax before credits amount $1,546,000
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 $222,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $5,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $129,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $40,000
Number of returns with child tax credit 120
Child tax credit amount $45,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 280
Self-employment tax amount $334,000
Number of returns with total tax payments 4,030
Total tax payments amount $6,842,000
Number of returns with earned income credit 1,100
Earned income credit amount [5] $2,130,000
Number of returns with excess earned income credit 970
Excess earned income credit (refundable) amount [6] $1,945,000
Number of returns with additional child tax credit 540
Additional child tax credit amount $577,000
Number of returns with refundable education credit 260
Refundable education credit amount $215,000
Number of returns with income tax 1,930
Income tax amount [7] $1,324,000
Number of returns with tax liability 2,180
Total tax liability amount [8] $1,681,000
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 360
Tax due at time of filing amount [9] $206,000
Number of returns with overpayments refunded 3,770
Overpayments refunded amount [10] $5,350,000

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

Number of returns [1] 3,500
Number of single returns 2,250
Number of joint returns 720
Number of head of household returns 490
Number of returns with paid preparer's signature 1,540
Number of exemptions 5,620
Number of dependents 1,410
Adjust gross income (AGI) [2] $127,738,000
Number of returns with total income 3,500
Salaries and wages amount $128,968,000
Number of returns with salaries and wages 3,060
Salaries and wages amount $103,878
Number of returns with taxable interest 1,010
Taxable interest amount $645
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,198,000
Number of returns with qualified dividends 530
Qualified dividends amount [3] $824
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $390
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,865,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $514,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,903,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $11,313,000
Number of farm returns 0
Number of returns with unemployment compensation 300
Unemployment compensation amount [4] $1,430,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $3,813,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $467,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $1,230,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
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 $113,000
Number of returns with IRA payments 50
IRA payments amount $168,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $525,000
Number of returns with tuition and fees deduction 20
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 $11,078,000
Amount of AGI for itemized returns $31,640,000
Number of returns with State and local income taxes 690
State and local income taxes amount $1,517,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $77,000
Number of returns with real estate taxes 700
Real estate taxes amount $2,818,000
Number of returns with taxes paid 810
Taxes paid amount $4,532,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $2,413,000
Number of returns with contributions 600
Contributions amount $907,000
Number of returns with taxable income 3,430
Taxable income amount $73,923,000
Number of returns with income tax before credits 3,410
Income tax before credits amount $9,224,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,210
Total tax credits amount $970,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $314,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $72,000
Number of returns with child tax credit 550
Child tax credit amount $526,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 170
Self-employment tax amount $401,000
Number of returns with total tax payments 3,450
Total tax payments amount $14,317,000
Number of returns with earned income credit 510
Earned income credit amount [5] $903,000
Number of returns with excess earned income credit 410
Excess earned income credit (refundable) amount [6] $756,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $502,000
Number of returns with refundable education credit 190
Refundable education credit amount $165,000
Number of returns with income tax 3,050
Income tax amount [7] $8,254,000
Number of returns with tax liability 3,120
Total tax liability amount [8] $8,767,000
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 450
Tax due at time of filing amount [9] $550,000
Number of returns with overpayments refunded 3,010
Overpayments refunded amount [10] $6,071,000

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

Number of returns [1] 2,180
Number of single returns 970
Number of joint returns 1,030
Number of head of household returns 160
Number of returns with paid preparer's signature 1,080
Number of exemptions 4,310
Number of dependents 1,110
Adjust gross income (AGI) [2] $132,752,000
Number of returns with total income 2,180
Salaries and wages amount $133,861,000
Number of returns with salaries and wages 1,910
Salaries and wages amount $104,227
Number of returns with taxable interest 900
Taxable interest amount $733
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,138,000
Number of returns with qualified dividends 470
Qualified dividends amount [3] $744
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $742
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,657,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $914,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,141,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $13,029,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $807,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $6,574,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $462,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $1,110,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $167,000
Number of returns with IRA payments 40
IRA payments amount $114,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $359,000
Number of returns with tuition and fees deduction 30
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 1,080
Total itemized deductions amount $16,365,000
Amount of AGI for itemized returns $66,806,000
Number of returns with State and local income taxes 1,010
State and local income taxes amount $3,485,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $36,000
Number of returns with real estate taxes 970
Real estate taxes amount $3,993,000
Number of returns with taxes paid 1,070
Taxes paid amount $7,685,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $4,420,000
Number of returns with contributions 820
Contributions amount $1,539,000
Number of returns with taxable income 2,170
Taxable income amount $88,804,000
Number of returns with income tax before credits 2,170
Income tax before credits amount $12,601,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $1,091,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $251,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 500
Child tax credit amount $744,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 130
Self-employment tax amount $315,000
Number of returns with total tax payments 2,170
Total tax payments amount $15,483,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 70
Additional child tax credit amount $88,000
Number of returns with refundable education credit 130
Refundable education credit amount $126,000
Number of returns with income tax 2,110
Income tax amount [7] $11,510,000
Number of returns with tax liability 2,120
Total tax liability amount [8] $11,922,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [9] $720,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [10] $4,228,000

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

Number of returns [1] 1,150
Number of single returns 250
Number of joint returns 860
Number of head of household returns 40
Number of returns with paid preparer's signature 580
Number of exemptions 2,780
Number of dependents 770
Adjust gross income (AGI) [2] $99,170,000
Number of returns with total income 1,150
Salaries and wages amount $99,966,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $77,846
Number of returns with taxable interest 580
Taxable interest amount $461
Number of returns with ordinary dividends 350
Ordinary dividends amount $992,000
Number of returns with qualified dividends 330
Qualified dividends amount [3] $700
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $620
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,297,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,065,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $2,910,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,567,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $519,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,402,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $564,000
Number of returns with total statutory adjustments 350
Total statutory adjustments amount $797,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $226,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $229,000
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 820
Total itemized deductions amount $15,003,000
Amount of AGI for itemized returns $70,726,000
Number of returns with State and local income taxes 790
State and local income taxes amount $3,775,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $25,000
Number of returns with real estate taxes 750
Real estate taxes amount $3,367,000
Number of returns with taxes paid 820
Taxes paid amount $7,280,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $3,933,000
Number of returns with contributions 690
Contributions amount $1,526,000
Number of returns with taxable income 1,150
Taxable income amount $69,556,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $10,150,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $803,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $184,000
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 $559,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 100
Self-employment tax amount $280,000
Number of returns with total tax payments 1,150
Total tax payments amount $11,803,000
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 90
Refundable education credit amount $85,000
Number of returns with income tax 1,140
Income tax amount [7] $9,347,000
Number of returns with tax liability 1,140
Total tax liability amount [8] $9,737,000
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 270
Tax due at time of filing amount [9] $509,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [10] $2,516,000

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

Number of returns [1] 910
Number of single returns 90
Number of joint returns 810
Number of head of household returns 20
Number of returns with paid preparer's signature 460
Number of exemptions 2,570
Number of dependents 850
Adjust gross income (AGI) [2] $114,770,000
Number of returns with total income 910
Salaries and wages amount $115,884,000
Number of returns with salaries and wages 850
Salaries and wages amount $91,714
Number of returns with taxable interest 520
Taxable interest amount $592
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,215,000
Number of returns with qualified dividends 350
Qualified dividends amount [3] $947
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $682
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,704,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,690,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $4,475,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $9,322,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $314,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,807,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $980,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $1,115,000
Number of returns with educator expenses 70
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $269,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $145,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 810
Total itemized deductions amount $17,721,000
Amount of AGI for itemized returns $102,529,000
Number of returns with State and local income taxes 790
State and local income taxes amount $5,781,000
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 780
Real estate taxes amount $3,929,000
Number of returns with taxes paid 810
Taxes paid amount $9,872,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $4,270,000
Number of returns with contributions 730
Contributions amount $1,905,000
Number of returns with taxable income 910
Taxable income amount $86,781,000
Number of returns with income tax before credits 910
Income tax before credits amount $14,247,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 490
Total tax credits amount $653,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $224,000
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 $338,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 90
Self-employment tax amount $358,000
Number of returns with total tax payments 910
Total tax payments amount $15,296,000
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 130
Refundable education credit amount $140,000
Number of returns with income tax 910
Income tax amount [7] $13,595,000
Number of returns with tax liability 910
Total tax liability amount [8] $14,114,000
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] $981,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [10] $2,075,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 80
Number of single returns 0
Number of joint returns 70
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 200
Number of dependents 50
Adjust gross income (AGI) [2] $23,790,000
Number of returns with total income 80
Salaries and wages amount $24,127,000
Number of returns with salaries and wages 70
Salaries and wages amount $11,125
Number of returns with taxable interest 60
Taxable interest amount $276
Number of returns with ordinary dividends 50
Ordinary dividends amount $903,000
Number of returns with qualified dividends 50
Qualified dividends amount [3] $797
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $65
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) 50
Net capital gain (less loss) amount $2,724,000
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 40
Taxable pensions and annuities amount $2,349,000
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 30
Taxable Social Security benefits amount $902,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $3,233,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $337,000
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 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 80
Total itemized deductions amount $3,314,000
Amount of AGI for itemized returns $23,347,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,422,000
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 70
Real estate taxes amount $483,000
Number of returns with taxes paid 80
Taxes paid amount $1,920,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $428,000
Number of returns with contributions 70
Contributions amount $523,000
Number of returns with taxable income 80
Taxable income amount $19,831,000
Number of returns with income tax before credits 80
Income tax before credits amount $4,795,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $302,000
Number of returns with total tax credits 40
Total tax credits amount $19,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 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 20
Self-employment tax amount $106,000
Number of returns with total tax payments 80
Total tax payments amount $4,649,000
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 80
Income tax amount [7] $4,776,000
Number of returns with tax liability 80
Total tax liability amount [8] $4,997,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 40
Net investment income tax $0
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [9] $767,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [10] $243,000

[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.