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ZIP Code Database - Facts & Stats

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ZIP Code 53534 Income Tax Stats

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

ZIP Code 53534 Data

Zip Code:53534
City:Edgerton
State:WI [Wisconsin]
Counties: ROCK, WI
City Alias(es):Edgerton
Area Code:608
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


53534 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53534 [1] 6,310
Total Number of Single Tax Returns for ZIP Code 53534 2,480
Total Number of Joint Tax Returns for ZIP Code 53534 2,610
Total Number of Dependents for ZIP Code 53534 3,180
Total Adjusted Gross Income for ZIP Code 53534 $401,321,000
Average Income per Person for ZIP Code 53534 $34,861
Average Income per Household for ZIP Code 53534 $63,601

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 1,770
Number of single returns 1,380
Number of joint returns 210
Number of head of household returns 170
Number of returns with paid preparer's signature 860
Number of exemptions 1,900
Number of dependents 390
Total number of volunteer prepared returns [5] 70
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 140
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $20,420,000
Number of returns with total income 1,770
Salaries and wages amount $20,764,000
Number of returns with salaries and wages 1,300
Salaries and wages amount $14,425
Number of returns with taxable interest 430
Taxable interest amount $220
Number of returns with ordinary dividends 250
Ordinary dividends amount $311,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $186
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $29
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,244,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $204,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,094,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $3,011,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $99,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $242,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $229,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $344,000
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 $93,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $57,000
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 130
Total itemized deductions amount $1,953,000
Amount of AGI for itemized returns $1,936,000
Number of returns with State and local income taxes 50
State and local income taxes amount $51,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $29,000
Number of returns with real estate taxes 110
Real estate taxes amount $404,000
Number of returns with taxes paid 130
Taxes paid amount $552,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $345,000
Number of returns with contributions 80
Contributions amount $129,000
Number of returns with taxable income 790
Taxable income amount $4,481,000
Number of returns with income tax before credits 760
Income tax before credits amount $469,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $57,000
Number of returns with foreign tax credit 20
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 50
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 30
Child tax credit amount $10,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $212,000
Number of returns with total tax payments 1,540
Total tax payments amount $2,627,000
Number of returns with earned income credit 410
Earned income credit amount [8] $869,000
Number of returns with excess earned income credit 350
Excess earned income credit (refundable) amount [9] $760,000
Number of returns with additional child tax credit 190
Additional child tax credit amount $223,000
Number of returns with refundable education credit 50
Refundable education credit amount $39,000
Number of returns with income tax 680
Income tax amount [10] $411,000
Number of returns with tax liability 800
Total tax liability amount [11] $648,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $123,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [13] $2,083,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,590
Number of single returns 990
Number of joint returns 340
Number of head of household returns 230
Number of returns with paid preparer's signature 850
Number of exemptions 2,550
Number of dependents 620
Total number of volunteer prepared returns [5] 20
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 20
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 380
Adjust gross income (AGI) [5] $58,788,000
Number of returns with total income 1,590
Salaries and wages amount $59,367,000
Number of returns with salaries and wages 1,380
Salaries and wages amount $47,329
Number of returns with taxable interest 450
Taxable interest amount $241
Number of returns with ordinary dividends 220
Ordinary dividends amount $272,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $170
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $129
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $963,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $320,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,645,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $5,556,000
Number of farm returns 30
Number of returns with unemployment compensation 100
Unemployment compensation amount [7] $373,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $2,041,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $347,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $579,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $100,000
Number of returns with IRA payments 50
IRA payments amount $136,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $201,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $61,000
Number of returns with itemized deductions 360
Total itemized deductions amount $4,958,000
Amount of AGI for itemized returns $14,225,000
Number of returns with State and local income taxes 310
State and local income taxes amount $621,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $44,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,110,000
Number of returns with taxes paid 360
Taxes paid amount $1,804,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,217,000
Number of returns with contributions 200
Contributions amount $321,000
Number of returns with taxable income 1,550
Taxable income amount $33,405,000
Number of returns with income tax before credits 1,550
Income tax before credits amount $4,201,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $427,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $71,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 270
Child tax credit amount $274,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $208,000
Number of returns with total tax payments 1,560
Total tax payments amount $6,566,000
Number of returns with earned income credit 240
Earned income credit amount [8] $442,000
Number of returns with excess earned income credit 200
Excess earned income credit (refundable) amount [9] $347,000
Number of returns with additional child tax credit 160
Additional child tax credit amount $219,000
Number of returns with refundable education credit 40
Refundable education credit amount $36,000
Number of returns with income tax 1,400
Income tax amount [10] $3,774,000
Number of returns with tax liability 1,440
Total tax liability amount [11] $4,056,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 250
Tax due at time of filing amount [12] $332,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [13] $2,814,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

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

Number of returns 1,100
Number of single returns 500
Number of joint returns 510
Number of head of household returns 90
Number of returns with paid preparer's signature 640
Number of exemptions 2,180
Number of dependents 570
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] 90
Number of elderly returns [4] 290
Adjust gross income (AGI) [5] $68,216,000
Number of returns with total income 1,100
Salaries and wages amount $69,013,000
Number of returns with salaries and wages 990
Salaries and wages amount $53,483
Number of returns with taxable interest 450
Taxable interest amount $186
Number of returns with ordinary dividends 220
Ordinary dividends amount $514,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $370
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $226
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,008,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $865,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,840,000
Number of returns with taxable pensions and annuities 270
Taxable pensions and annuities amount $5,634,000
Number of farm returns 20
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $370,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $3,646,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $594,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $797,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
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 $158,000
Number of returns with IRA payments 40
IRA payments amount $171,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $201,000
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 480
Total itemized deductions amount $7,412,000
Amount of AGI for itemized returns $29,475,000
Number of returns with State and local income taxes 450
State and local income taxes amount $1,464,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $21,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,653,000
Number of returns with taxes paid 480
Taxes paid amount $3,212,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $1,980,000
Number of returns with contributions 280
Contributions amount $524,000
Number of returns with taxable income 1,100
Taxable income amount $45,365,000
Number of returns with income tax before credits 1,100
Income tax before credits amount $6,349,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $539,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
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 70
Nonrefundable education credit amount $76,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 270
Child tax credit amount $415,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 130
Self-employment tax amount $269,000
Number of returns with total tax payments 1,090
Total tax payments amount $7,816,000
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 30
Additional child tax credit amount $35,000
Number of returns with refundable education credit 40
Refundable education credit amount $37,000
Number of returns with income tax 1,070
Income tax amount [10] $5,810,000
Number of returns with tax liability 1,080
Total tax liability amount [11] $6,137,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [12] $473,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [13] $2,115,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $96,000

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

Number of returns 780
Number of single returns 140
Number of joint returns 600
Number of head of household returns 50
Number of returns with paid preparer's signature 470
Number of exemptions 1,960
Number of dependents 590
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] 50
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $67,242,000
Number of returns with total income 780
Salaries and wages amount $68,061,000
Number of returns with salaries and wages 700
Salaries and wages amount $53,417
Number of returns with taxable interest 380
Taxable interest amount $153
Number of returns with ordinary dividends 180
Ordinary dividends amount $466,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $307
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $263
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,255,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $885,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $1,710,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $5,556,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $247,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,311,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $375,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $819,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
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 $232,000
Number of returns with IRA payments 30
IRA payments amount $118,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $138,000
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 450
Total itemized deductions amount $8,051,000
Amount of AGI for itemized returns $39,073,000
Number of returns with State and local income taxes 430
State and local income taxes amount $1,954,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $29,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,754,000
Number of returns with taxes paid 450
Taxes paid amount $3,788,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,302,000
Number of returns with contributions 310
Contributions amount $626,000
Number of returns with taxable income 780
Taxable income amount $47,210,000
Number of returns with income tax before credits 770
Income tax before credits amount $6,780,000
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 $586,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $79,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $447,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $212,000
Number of returns with total tax payments 770
Total tax payments amount $7,920,000
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 50
Refundable education credit amount $46,000
Number of returns with income tax 770
Income tax amount [10] $6,194,000
Number of returns with tax liability 770
Total tax liability amount [11] $6,448,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $458,000
Number of returns with overpayments refunded 570
Overpayments refunded amount [13] $1,889,000
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 920
Number of single returns 90
Number of joint returns 820
Number of head of household returns 0
Number of returns with paid preparer's signature 570
Number of exemptions 2,630
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] 40
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $118,648,000
Number of returns with total income 920
Salaries and wages amount $119,971,000
Number of returns with salaries and wages 860
Salaries and wages amount $95,668
Number of returns with taxable interest 520
Taxable interest amount $378
Number of returns with ordinary dividends 280
Ordinary dividends amount $1,264,000
Number of returns with qualified dividends 270
Qualified dividends amount [6] $980
Number of returns with state and local income tax refunds 540
State and local income tax refunds amount $531
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,908,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $2,476,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $3,353,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $7,096,000
Number of farm returns 60
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $188,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,462,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $2,813,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,323,000
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 40
Self-employment health insurance deduction amount $335,000
Number of returns with IRA payments 20
IRA payments amount $100,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $232,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $81,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $90,000
Number of returns with itemized deductions 760
Total itemized deductions amount $16,386,000
Amount of AGI for itemized returns $99,632,000
Number of returns with State and local income taxes 750
State and local income taxes amount $5,371,000
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 730
Real estate taxes amount $3,404,000
Number of returns with taxes paid 760
Taxes paid amount $8,929,000
Number of returns with mortgage interest paid 680
Mortgage interest paid amount $4,258,000
Number of returns with contributions 590
Contributions amount $1,417,000
Number of returns with taxable income 920
Taxable income amount $89,558,000
Number of returns with income tax before credits 920
Income tax before credits amount $14,751,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $666,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $80,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $149,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 270
Child tax credit amount $387,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 120
Self-employment tax amount $329,000
Number of returns with total tax payments 910
Total tax payments amount $15,621,000
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 90
Refundable education credit amount $91,000
Number of returns with income tax 910
Income tax amount [10] $14,086,000
Number of returns with tax liability 910
Total tax liability amount [11] $14,513,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $1,349,000
Number of returns with overpayments refunded 580
Overpayments refunded amount [13] $2,307,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $86,000

Adjusted Gross Income: $200,000 or more

Number of returns 150
Number of single returns 0
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 410
Number of dependents 120
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] $68,007,000
Number of returns with total income 150
Salaries and wages amount $69,309,000
Number of returns with salaries and wages 140
Salaries and wages amount $28,008
Number of returns with taxable interest 130
Taxable interest amount $801
Number of returns with ordinary dividends 100
Ordinary dividends amount $1,818,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $1,471
Number of returns with state and local income tax refunds 80
State and local income tax refunds amount $426
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,713,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $7,601,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $587,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,264,000
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 30
Taxable Social Security benefits amount $822,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $16,585,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,302,000
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 $430,000
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 20
Domestic production activities deduction amount $397,000
Number of returns with itemized deductions 140
Total itemized deductions amount $7,924,000
Amount of AGI for itemized returns $63,803,000
Number of returns with State and local income taxes 140
State and local income taxes amount $3,950,000
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 130
Real estate taxes amount $1,076,000
Number of returns with taxes paid 140
Taxes paid amount $5,234,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $858,000
Number of returns with contributions 120
Contributions amount $1,742,000
Number of returns with taxable income 150
Taxable income amount $58,721,000
Number of returns with income tax before credits 150
Income tax before credits amount $15,435,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $560,000
Number of returns with total tax credits 60
Total tax credits amount $53,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $18,000
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 40
Self-employment tax amount $459,000
Number of returns with total tax payments 150
Total tax payments amount $15,077,000
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 150
Income tax amount [10] $15,208,000
Number of returns with tax liability 150
Total tax liability amount [11] $15,994,000
Number of returns with net investment income tax 80
Net investment income tax $193,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $2,791,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [13] $746,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,102,000

[1] The use of prior-year returns as a proxy for returns that are filed beyond the current processing year is consistent with SOI’s national, state, county, and ZIP code tabulations. A description of SOI’s sample, which is used as an input for the geographic data, and the use of prior-year returns, can be found at https://www.irs.gov/statistics/soi-tax-stats-individual-income-tax-returns-publication-1304-complete-report#_sec2.

[2] For complete individual income tax tabulations at the State level, see the historic table posted to Tax Stats at http://www.irs.gov/uac/SOI-Tax-Stats---Historic-Table-2.

[3] The "Number of volunteer prepared returns" shows counts of returns prepared by IRS-certified volunteers for taxpayers with limited income, persons with disabilities, limited English speaking taxpayers, current and former members of the military, and taxpayers who are 60 years of age and older.

[4] Includes primary taxpayers 60 years of age and older.

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

[6] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates.

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

[8] Earned income credit includes both the refundable and non-refundable portions. The non-refundable portion could reduce income tax and certain related taxes to zero. The earned income credit amounts in excess of total tax liability, or amounts when there was no tax liability at all, were refundable. See footnote 9 below for explanation of the refundable portion of the earned income credit.

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

[10] Income tax reflects the amount reported on Form 1040 line 56. It also includes data from Form 1040A and 1040EZ filers.

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

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

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