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ZIP Code Database - Facts & Stats

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ZIP Code 53562 Income Tax Stats

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

ZIP Code 53562 Data

Zip Code:53562
City:Middleton
State:WI [Wisconsin]
Counties: DANE, WI
City Alias(es):Middleton
Area Code:608
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





53562 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53562 [1] 14,640
Total Number of Single Tax Returns for ZIP Code 53562 4,580
Total Number of Joint Tax Returns for ZIP Code 53562 6,050
Total Number of Dependents for ZIP Code 53562 7,770
Total Adjusted Gross Income for ZIP Code 53562 $1,679,561,000
Average Income per Person for ZIP Code 53562 $71,087
Average Income per Household for ZIP Code 53562 $114,724

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 3,380
Number of single returns 2,930
Number of joint returns 210
Number of head of household returns 220
Number of returns with paid preparer's signature 1,120
Number of exemptions 3,010
Number of dependents 510
Total number of volunteer prepared returns [5] 190
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 130
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 290
Number of elderly returns [4] 690
Adjust gross income (AGI) [5] $38,272,000
Number of returns with total income 3,380
Salaries and wages amount $39,395,000
Number of returns with salaries and wages 2,620
Salaries and wages amount $29,974
Number of returns with taxable interest 790
Taxable interest amount $362
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,294,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $846
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $41
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $1,830,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $790,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $1,863,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,395,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $140,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $288,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($95,000)
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,123,000
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 70
Self-employment health insurance deduction amount $218,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $177,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $158,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $16,000
Number of returns with itemized deductions 250
Total itemized deductions amount $4,358,000
Amount of AGI for itemized returns $3,832,000
Number of returns with State and local income taxes 90
State and local income taxes amount $146,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $59,000
Number of returns with real estate taxes 170
Real estate taxes amount $1,046,000
Number of returns with taxes paid 240
Taxes paid amount $1,355,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $610,000
Number of returns with contributions 160
Contributions amount $291,000
Number of returns with taxable income 1,720
Taxable income amount $10,697,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $1,139,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $175,000
Number of returns with foreign tax credit 90
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 190
Nonrefundable education credit amount $120,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 50
Child tax credit amount $17,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 300
Self-employment tax amount $342,000
Number of returns with total tax payments 2,900
Total tax payments amount $4,355,000
Number of returns with earned income credit 600
Earned income credit amount [8] $1,025,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [9] $906,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $290,000
Number of returns with refundable education credit 160
Refundable education credit amount $141,000
Number of returns with income tax 1,430
Income tax amount [10] $964,000
Number of returns with tax liability 1,670
Total tax liability amount [11] $1,359,000
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] $290,000
Number of returns with overpayments refunded 2,620
Overpayments refunded amount [13] $3,229,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $45,000

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

Number of returns 2,940
Number of single returns 2,180
Number of joint returns 390
Number of head of household returns 330
Number of returns with paid preparer's signature 970
Number of exemptions 4,170
Number of dependents 880
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 350
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $108,749,000
Number of returns with total income 2,940
Salaries and wages amount $110,487,000
Number of returns with salaries and wages 2,550
Salaries and wages amount $89,759
Number of returns with taxable interest 860
Taxable interest amount $454
Number of returns with ordinary dividends 600
Ordinary dividends amount $1,578,000
Number of returns with qualified dividends 560
Qualified dividends amount [6] $1,152
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $200
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $2,825,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $1,554,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,138,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $7,088,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $246,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $3,056,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $242,000
Number of returns with total statutory adjustments 950
Total statutory adjustments amount $1,738,000
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 50
Self-employment health insurance deduction amount $224,000
Number of returns with IRA payments 90
IRA payments amount $277,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $724,000
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 510
Total itemized deductions amount $8,409,000
Amount of AGI for itemized returns $19,557,000
Number of returns with State and local income taxes 390
State and local income taxes amount $801,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $84,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,988,000
Number of returns with taxes paid 500
Taxes paid amount $2,926,000
Number of returns with mortgage interest paid 300
Mortgage interest paid amount $1,541,000
Number of returns with contributions 350
Contributions amount $719,000
Number of returns with taxable income 2,860
Taxable income amount $65,878,000
Number of returns with income tax before credits 2,820
Income tax before credits amount $8,337,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $683,000
Number of returns with foreign tax credit 160
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 230
Nonrefundable education credit amount $227,000
Number of returns with retirement savings contribution credit 360
Retirement savings contribution credit amount $61,000
Number of returns with child tax credit 340
Child tax credit amount $328,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 240
Self-employment tax amount $524,000
Number of returns with total tax payments 2,860
Total tax payments amount $12,080,000
Number of returns with earned income credit 290
Earned income credit amount [8] $525,000
Number of returns with excess earned income credit 210
Excess earned income credit (refundable) amount [9] $404,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $300,000
Number of returns with refundable education credit 100
Refundable education credit amount $80,000
Number of returns with income tax 2,630
Income tax amount [10] $7,654,000
Number of returns with tax liability 2,680
Total tax liability amount [11] $8,277,000
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] $622,000
Number of returns with overpayments refunded 2,360
Overpayments refunded amount [13] $4,314,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $88,000

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

Number of returns 2,070
Number of single returns 1,200
Number of joint returns 640
Number of head of household returns 210
Number of returns with paid preparer's signature 880
Number of exemptions 3,510
Number of dependents 810
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] 140
Number of elderly returns [4] 600
Adjust gross income (AGI) [5] $126,536,000
Number of returns with total income 2,070
Salaries and wages amount $128,517,000
Number of returns with salaries and wages 1,730
Salaries and wages amount $93,480
Number of returns with taxable interest 950
Taxable interest amount $645
Number of returns with ordinary dividends 650
Ordinary dividends amount $2,230,000
Number of returns with qualified dividends 600
Qualified dividends amount [6] $1,602
Number of returns with state and local income tax refunds 480
State and local income tax refunds amount $397
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $3,460,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $2,080,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $5,046,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $12,314,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $182,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $6,967,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $873,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $1,981,000
Number of returns with educator expenses 60
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $247,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $332,000
Number of returns with IRA payments 90
IRA payments amount $435,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $518,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $40,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 790
Total itemized deductions amount $13,587,000
Amount of AGI for itemized returns $49,116,000
Number of returns with State and local income taxes 710
State and local income taxes amount $2,185,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $66,000
Number of returns with real estate taxes 670
Real estate taxes amount $3,581,000
Number of returns with taxes paid 780
Taxes paid amount $5,948,000
Number of returns with mortgage interest paid 540
Mortgage interest paid amount $2,891,000
Number of returns with contributions 620
Contributions amount $1,551,000
Number of returns with taxable income 2,060
Taxable income amount $87,607,000
Number of returns with income tax before credits 2,050
Income tax before credits amount $12,662,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $807,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $147,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 380
Child tax credit amount $543,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $585,000
Number of returns with total tax payments 2,040
Total tax payments amount $14,853,000
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 60
Additional child tax credit amount $69,000
Number of returns with refundable education credit 70
Refundable education credit amount $69,000
Number of returns with income tax 1,990
Income tax amount [10] $11,855,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $12,552,000
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] $1,000,000
Number of returns with overpayments refunded 1,420
Overpayments refunded amount [13] $3,068,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $212,000

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

Number of returns 1,430
Number of single returns 530
Number of joint returns 790
Number of head of household returns 100
Number of returns with paid preparer's signature 710
Number of exemptions 3,000
Number of dependents 780
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $123,858,000
Number of returns with total income 1,430
Salaries and wages amount $125,376,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $84,181
Number of returns with taxable interest 810
Taxable interest amount $790
Number of returns with ordinary dividends 600
Ordinary dividends amount $3,328,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $2,449
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $531
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,936,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $3,267,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $5,461,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $14,451,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $103,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $8,475,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $693,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,518,000
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 50
Self-employment health insurance deduction amount $256,000
Number of returns with IRA payments 40
IRA payments amount $252,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $193,000
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 $17,262,000
Amount of AGI for itemized returns $71,843,000
Number of returns with State and local income taxes 780
State and local income taxes amount $3,419,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $44,000
Number of returns with real estate taxes 730
Real estate taxes amount $4,673,000
Number of returns with taxes paid 820
Taxes paid amount $8,276,000
Number of returns with mortgage interest paid 560
Mortgage interest paid amount $3,595,000
Number of returns with contributions 690
Contributions amount $2,060,000
Number of returns with taxable income 1,420
Taxable income amount $88,274,000
Number of returns with income tax before credits 1,420
Income tax before credits amount $13,326,000
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 $852,000
Number of returns with foreign tax credit 240
Foreign tax credit amount $55,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $50,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $142,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $543,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 160
Self-employment tax amount $590,000
Number of returns with total tax payments 1,420
Total tax payments amount $15,354,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 70
Refundable education credit amount $69,000
Number of returns with income tax 1,410
Income tax amount [10] $12,474,000
Number of returns with tax liability 1,410
Total tax liability amount [11] $13,157,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [12] $1,071,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [13] $2,991,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $267,000

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

Number of returns 3,010
Number of single returns 490
Number of joint returns 2,400
Number of head of household returns 110
Number of returns with paid preparer's signature 1,530
Number of exemptions 8,050
Number of dependents 2,650
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] 100
Number of elderly returns [4] 1,080
Adjust gross income (AGI) [5] $420,867,000
Number of returns with total income 3,010
Salaries and wages amount $426,547,000
Number of returns with salaries and wages 2,520
Salaries and wages amount $285,134
Number of returns with taxable interest 2,100
Taxable interest amount $2,356
Number of returns with ordinary dividends 1,630
Ordinary dividends amount $11,743,000
Number of returns with qualified dividends 1,540
Qualified dividends amount [6] $8,874
Number of returns with state and local income tax refunds 1,700
State and local income tax refunds amount $1,809
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $11,914,000
Number of returns with net capital gain (less loss) 1,520
Net capital gain (less loss) amount $16,901,000
Number of returns with taxable individual retirement arrangements distributions 710
Taxable individual retirement arrangements distributions amount $19,238,000
Number of returns with taxable pensions and annuities 920
Taxable pensions and annuities amount $41,736,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $308,000
Number of returns with taxable Social Security benefits 780
Taxable Social Security benefits amount $20,320,000
Number of returns with partnership/S-corp net income (less loss) 370
Partnership/S-corp net income (less loss) amount $10,863,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $5,680,000
Number of returns with educator expenses 120
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $915,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $1,298,000
Number of returns with IRA payments 120
IRA payments amount $722,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $328,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $121,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $229,000
Number of returns with itemized deductions 2,610
Total itemized deductions amount $70,243,000
Amount of AGI for itemized returns $371,845,000
Number of returns with State and local income taxes 2,540
State and local income taxes amount $19,672,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $109,000
Number of returns with real estate taxes 2,410
Real estate taxes amount $18,633,000
Number of returns with taxes paid 2,610
Taxes paid amount $38,998,000
Number of returns with mortgage interest paid 1,970
Mortgage interest paid amount $15,063,000
Number of returns with contributions 2,290
Contributions amount $8,205,000
Number of returns with taxable income 3,000
Taxable income amount $313,475,000
Number of returns with income tax before credits 3,000
Income tax before credits amount $53,413,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $223,000
Number of returns with total tax credits 1,600
Total tax credits amount $1,752,000
Number of returns with foreign tax credit 750
Foreign tax credit amount $204,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $177,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $359,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 560
Child tax credit amount $711,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $73,000
Number of returns with self-employment tax 510
Self-employment tax amount $2,058,000
Number of returns with total tax payments 2,990
Total tax payments amount $57,826,000
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 210
Refundable education credit amount $220,000
Number of returns with income tax 2,980
Income tax amount [10] $51,660,000
Number of returns with tax liability 2,990
Total tax liability amount [11] $53,890,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 1,180
Tax due at time of filing amount [12] $4,597,000
Number of returns with overpayments refunded 1,670
Overpayments refunded amount [13] $7,362,000
Number of returns with credit to next year’s estimated tax 230
Credited to next year’s estimated tax amount $1,109,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,810
Number of single returns 150
Number of joint returns 1,620
Number of head of household returns 40
Number of returns with paid preparer's signature 1,260
Number of exemptions 5,570
Number of dependents 2,140
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] 560
Adjust gross income (AGI) [5] $861,279,000
Number of returns with total income 1,810
Salaries and wages amount $875,513,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $500,834
Number of returns with taxable interest 1,570
Taxable interest amount $11,518
Number of returns with ordinary dividends 1,370
Ordinary dividends amount $34,223,000
Number of returns with qualified dividends 1,320
Qualified dividends amount [6] $27,829
Number of returns with state and local income tax refunds 830
State and local income tax refunds amount $3,850
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $18,401,000
Number of returns with net capital gain (less loss) 1,310
Net capital gain (less loss) amount $108,545,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $17,649,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $22,924,000
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 350
Taxable Social Security benefits amount $9,919,000
Number of returns with partnership/S-corp net income (less loss) 570
Partnership/S-corp net income (less loss) amount $127,194,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $14,234,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 150
Self-employment retirement plans amount $3,883,000
Number of returns with self-employment health insurance deduction 230
Self-employment health insurance deduction amount $2,909,000
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 100
Domestic production activities deduction amount $3,744,000
Number of returns with itemized deductions 1,790
Total itemized deductions amount $117,663,000
Amount of AGI for itemized returns $849,721,000
Number of returns with State and local income taxes 1,760
State and local income taxes amount $53,067,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,680
Real estate taxes amount $21,183,000
Number of returns with taxes paid 1,790
Taxes paid amount $75,770,000
Number of returns with mortgage interest paid 1,320
Mortgage interest paid amount $15,888,000
Number of returns with contributions 1,670
Contributions amount $26,221,000
Number of returns with taxable income 1,810
Taxable income amount $728,869,000
Number of returns with income tax before credits 1,810
Income tax before credits amount $203,828,000
Number of returns with alternative minimum tax 1,290
Alternative minimum tax amount $9,281,000
Number of returns with total tax credits 1,060
Total tax credits amount $4,009,000
Number of returns with foreign tax credit 830
Foreign tax credit amount $1,709,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $137,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 480
Self-employment tax amount $3,387,000
Number of returns with total tax payments 1,810
Total tax payments amount $208,868,000
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 1,810
Income tax amount [10] $199,819,000
Number of returns with tax liability 1,810
Total tax liability amount [11] $209,608,000
Number of returns with net investment income tax 1,150
Net investment income tax $4,074,000
Number of returns with tax due at time of filing 900
Tax due at time of filing amount [12] $22,317,000
Number of returns with overpayments refunded 640
Overpayments refunded amount [13] $8,808,000
Number of returns with credit to next year’s estimated tax 330
Credited to next year’s estimated tax amount $12,579,000

[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.