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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: 2017

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] 12,460
Total Number of Single Tax Returns for ZIP Code 53227 3,570
Total Number of Joint Tax Returns for ZIP Code 53227 3,660
Total Number of Dependents for ZIP Code 53227 5,140
Total Adjusted Gross Income for ZIP Code 53227 $617,525,000
Average Income per Person for ZIP Code 53227 $26,439
Average Income per Household for ZIP Code 53227 $49,561

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 3,900
Number of single returns 3,140
Number of joint returns 310
Number of head of household returns 420
Number of returns with paid preparer's signature 1,510
Number of exemptions 4,450
Number of dependents 910
Total number of volunteer prepared returns [5] 240
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 200
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 490
Number of elderly returns [4] 1,120
Adjust gross income (AGI) [5] $49,036,000
Number of returns with total income 3,900
Salaries and wages amount $49,633,000
Number of returns with salaries and wages 2,850
Salaries and wages amount $36,240
Number of returns with taxable interest 800
Taxable interest amount $397
Number of returns with ordinary dividends 490
Ordinary dividends amount $717,000
Number of returns with qualified dividends 430
Qualified dividends amount [6] $449
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $48
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $2,174,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $149,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $2,735,000
Number of returns with taxable pensions and annuities 790
Taxable pensions and annuities amount $6,408,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $392,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $435,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $38,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $597,000
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 $66,000
Number of returns with IRA payments 20
IRA payments amount $60,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $189,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $85,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 290
Total itemized deductions amount $4,291,000
Amount of AGI for itemized returns $4,273,000
Number of returns with State and local income taxes 120
State and local income taxes amount $88,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $71,000
Number of returns with real estate taxes 220
Real estate taxes amount $947,000
Number of returns with taxes paid 290
Taxes paid amount $1,147,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $569,000
Number of returns with contributions 190
Contributions amount $314,000
Number of returns with taxable income 1,940
Taxable income amount $12,546,000
Number of returns with income tax before credits 1,920
Income tax before credits amount $1,353,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $185,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $97,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 110
Child tax credit amount $43,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 290
Self-employment tax amount $356,000
Number of returns with total tax payments 3,410
Total tax payments amount $6,345,000
Number of returns with earned income credit 990
Earned income credit amount [8] $2,041,000
Number of returns with excess earned income credit 840
Excess earned income credit (refundable) amount [9] $1,868,000
Number of returns with additional child tax credit 450
Additional child tax credit amount $546,000
Number of returns with refundable education credit 170
Refundable education credit amount $137,000
Number of returns with income tax 1,640
Income tax amount [10] $1,167,000
Number of returns with tax liability 1,880
Total tax liability amount [11] $1,608,000
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] $232,000
Number of returns with overpayments refunded 3,150
Overpayments refunded amount [13] $4,955,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 3,830
Number of single returns 2,660
Number of joint returns 560
Number of head of household returns 560
Number of returns with paid preparer's signature 1,560
Number of exemptions 5,800
Number of dependents 1,430
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 550
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $140,724,000
Number of returns with total income 3,830
Salaries and wages amount $142,245,000
Number of returns with salaries and wages 3,370
Salaries and wages amount $118,033
Number of returns with taxable interest 910
Taxable interest amount $627
Number of returns with ordinary dividends 510
Ordinary dividends amount $975,000
Number of returns with qualified dividends 470
Qualified dividends amount [6] $629
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $232
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $2,078,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $691,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $3,162,000
Number of returns with taxable pensions and annuities 710
Taxable pensions and annuities amount $10,971,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [7] $533,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $4,311,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $221,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $1,521,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $133,000
Number of returns with IRA payments 70
IRA payments amount $241,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $653,000
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 690
Total itemized deductions amount $9,851,000
Amount of AGI for itemized returns $26,944,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,065,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $66,000
Number of returns with real estate taxes 570
Real estate taxes amount $2,350,000
Number of returns with taxes paid 690
Taxes paid amount $3,552,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $1,890,000
Number of returns with contributions 470
Contributions amount $898,000
Number of returns with taxable income 3,770
Taxable income amount $83,245,000
Number of returns with income tax before credits 3,750
Income tax before credits amount $10,545,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,250
Total tax credits amount $953,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $234,000
Number of returns with retirement savings contribution credit 540
Retirement savings contribution credit amount $90,000
Number of returns with child tax credit 580
Child tax credit amount $565,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $416,000
Number of returns with total tax payments 3,770
Total tax payments amount $15,841,000
Number of returns with earned income credit 570
Earned income credit amount [8] $1,104,000
Number of returns with excess earned income credit 460
Excess earned income credit (refundable) amount [9] $913,000
Number of returns with additional child tax credit 350
Additional child tax credit amount $480,000
Number of returns with refundable education credit 140
Refundable education credit amount $120,000
Number of returns with income tax 3,400
Income tax amount [10] $9,592,000
Number of returns with tax liability 3,470
Total tax liability amount [11] $10,154,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 590
Tax due at time of filing amount [12] $739,000
Number of returns with overpayments refunded 3,200
Overpayments refunded amount [13] $6,323,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $43,000

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

Number of returns 2,270
Number of single returns 1,140
Number of joint returns 880
Number of head of household returns 220
Number of returns with paid preparer's signature 1,090
Number of exemptions 4,180
Number of dependents 1,020
Total number of volunteer prepared returns [5] 30
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 30
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 210
Number of elderly returns [4] 640
Adjust gross income (AGI) [5] $140,081,000
Number of returns with total income 2,270
Salaries and wages amount $141,452,000
Number of returns with salaries and wages 1,970
Salaries and wages amount $110,475
Number of returns with taxable interest 840
Taxable interest amount $673
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,219,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $865
Number of returns with state and local income tax refunds 640
State and local income tax refunds amount $478
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,865,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $981,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $3,709,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $13,229,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $274,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,669,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $385,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $1,371,000
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 40
Self-employment health insurance deduction amount $246,000
Number of returns with IRA payments 50
IRA payments amount $159,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $466,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $66,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 950
Total itemized deductions amount $14,408,000
Amount of AGI for itemized returns $59,157,000
Number of returns with State and local income taxes 900
State and local income taxes amount $2,776,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $29,000
Number of returns with real estate taxes 840
Real estate taxes amount $3,538,000
Number of returns with taxes paid 940
Taxes paid amount $6,465,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $3,131,000
Number of returns with contributions 690
Contributions amount $1,480,000
Number of returns with taxable income 2,270
Taxable income amount $95,825,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $13,821,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $980,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $175,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 460
Child tax credit amount $704,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 150
Self-employment tax amount $387,000
Number of returns with total tax payments 2,250
Total tax payments amount $16,658,000
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 50
Additional child tax credit amount $54,000
Number of returns with refundable education credit 100
Refundable education credit amount $87,000
Number of returns with income tax 2,220
Income tax amount [10] $12,841,000
Number of returns with tax liability 2,230
Total tax liability amount [11] $13,339,000
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] $926,000
Number of returns with overpayments refunded 1,730
Overpayments refunded amount [13] $4,163,000
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 1,210
Number of single returns 300
Number of joint returns 850
Number of head of household returns 50
Number of returns with paid preparer's signature 600
Number of exemptions 2,880
Number of dependents 820
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 110
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $104,637,000
Number of returns with total income 1,210
Salaries and wages amount $105,368,000
Number of returns with salaries and wages 1,090
Salaries and wages amount $82,406
Number of returns with taxable interest 510
Taxable interest amount $303
Number of returns with ordinary dividends 280
Ordinary dividends amount $1,074,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $774
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $382
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,440,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $1,193,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,894,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $9,339,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $207,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $5,031,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $670,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $731,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $116,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $292,000
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 710
Total itemized deductions amount $12,354,000
Amount of AGI for itemized returns $61,236,000
Number of returns with State and local income taxes 680
State and local income taxes amount $3,030,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $23,000
Number of returns with real estate taxes 640
Real estate taxes amount $2,908,000
Number of returns with taxes paid 710
Taxes paid amount $6,041,000
Number of returns with mortgage interest paid 580
Mortgage interest paid amount $2,932,000
Number of returns with contributions 560
Contributions amount $1,334,000
Number of returns with taxable income 1,210
Taxable income amount $74,729,000
Number of returns with income tax before credits 1,210
Income tax before credits amount $11,034,000
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 $795,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $136,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $601,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $265,000
Number of returns with total tax payments 1,210
Total tax payments amount $12,508,000
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 60
Refundable education credit amount $65,000
Number of returns with income tax 1,210
Income tax amount [10] $10,239,000
Number of returns with tax liability 1,210
Total tax liability amount [11] $10,614,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $645,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $2,492,000
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 1,140
Number of single returns 150
Number of joint returns 970
Number of head of household returns 20
Number of returns with paid preparer's signature 590
Number of exemptions 3,000
Number of dependents 890
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] 60
Number of elderly returns [4] 300
Adjust gross income (AGI) [5] $145,818,000
Number of returns with total income 1,140
Salaries and wages amount $147,122,000
Number of returns with salaries and wages 1,050
Salaries and wages amount $114,172
Number of returns with taxable interest 590
Taxable interest amount $581
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,879,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $1,399
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $620
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,838,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $2,659,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,930,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $13,545,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $141,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $4,291,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $1,227,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $1,304,000
Number of returns with educator expenses 70
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 $288,000
Number of returns with IRA payments 30
IRA payments amount $127,000
Number of returns with student loan interest deduction 220
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 930
Total itemized deductions amount $19,288,000
Amount of AGI for itemized returns $120,644,000
Number of returns with State and local income taxes 910
State and local income taxes amount $6,364,000
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 870
Real estate taxes amount $4,328,000
Number of returns with taxes paid 930
Taxes paid amount $10,836,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $4,190,000
Number of returns with contributions 780
Contributions amount $2,097,000
Number of returns with taxable income 1,140
Taxable income amount $111,878,000
Number of returns with income tax before credits 1,140
Income tax before credits amount $18,664,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 500
Total tax credits amount $627,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $14,000
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 130
Nonrefundable education credit amount $187,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 250
Child tax credit amount $360,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 120
Self-employment tax amount $440,000
Number of returns with total tax payments 1,140
Total tax payments amount $19,484,000
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 110
Refundable education credit amount $106,000
Number of returns with income tax 1,140
Income tax amount [10] $18,037,000
Number of returns with tax liability 1,140
Total tax liability amount [11] $18,630,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 420
Tax due at time of filing amount [12] $1,601,000
Number of returns with overpayments refunded 700
Overpayments refunded amount [13] $2,358,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $172,000

Adjusted Gross Income: $200,000 or more

Number of returns 110
Number of single returns 0
Number of joint returns 90
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 270
Number of dependents 70
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] 50
Adjust gross income (AGI) [5] $37,229,000
Number of returns with total income 110
Salaries and wages amount $37,507,000
Number of returns with salaries and wages 90
Salaries and wages amount $15,064
Number of returns with taxable interest 80
Taxable interest amount $336
Number of returns with ordinary dividends 70
Ordinary dividends amount $1,082,000
Number of returns with qualified dividends 60
Qualified dividends amount [6] $925
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $127
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) 70
Net capital gain (less loss) amount $4,502,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,974,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $2,884,000
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 40
Taxable Social Security benefits amount $1,004,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $4,837,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $278,000
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 100
Total itemized deductions amount $5,201,000
Amount of AGI for itemized returns $35,207,000
Number of returns with State and local income taxes 100
State and local income taxes amount $2,066,000
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 100
Real estate taxes amount $680,000
Number of returns with taxes paid 100
Taxes paid amount $2,776,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $473,000
Number of returns with contributions 90
Contributions amount $857,000
Number of returns with taxable income 110
Taxable income amount $31,119,000
Number of returns with income tax before credits 110
Income tax before credits amount $7,811,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $287,000
Number of returns with total tax credits 40
Total tax credits amount $60,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $49,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 110
Total tax payments amount $6,010,000
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 110
Income tax amount [10] $7,639,000
Number of returns with tax liability 110
Total tax liability amount [11] $7,974,000
Number of returns with net investment income tax 60
Net investment income tax $146,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $1,293,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [13] $224,000
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.