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ZIP Code Database - Facts & Stats

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ZIP Code 53713 Income Tax Stats

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

ZIP Code 53713 Data

Zip Code:53713
City:Madison
State:WI [Wisconsin]
Counties: DANE, WI
City Alias(es):Madison
Area Code:608
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


53713 Income Tax Overview

Total Number of Tax Returns for ZIP Code 53713 [1] 11,590
Total Number of Single Tax Returns for ZIP Code 53713 2,310
Total Number of Joint Tax Returns for ZIP Code 53713 2,420
Total Number of Dependents for ZIP Code 53713 7,580
Total Adjusted Gross Income for ZIP Code 53713 $509,707,000
Average Income per Person for ZIP Code 53713 $23,016
Average Income per Household for ZIP Code 53713 $43,978

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 4,430
Number of single returns 3,230
Number of joint returns 230
Number of head of household returns 940
Number of returns with paid preparer's signature 1,470
Number of exemptions 6,450
Number of dependents 2,270
Total number of volunteer prepared returns [5] 460
Number of volunteer income tax assistance (VITA) prepared returns [3] 420
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 130
Number of refund anticipation check returns [3] 890
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $59,064,000
Number of returns with total income 4,430
Salaries and wages amount $59,846,000
Number of returns with salaries and wages 3,870
Salaries and wages amount $53,056
Number of returns with taxable interest 380
Taxable interest amount $77
Number of returns with ordinary dividends 180
Ordinary dividends amount $212,000
Number of returns with qualified dividends 170
Qualified dividends amount [6] $127
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $3,299,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $144,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $612,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $1,924,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $293,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $135,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $86,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $782,000
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 $67,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $231,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $121,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 120
Total itemized deductions amount $1,494,000
Amount of AGI for itemized returns $1,724,000
Number of returns with State and local income taxes 60
State and local income taxes amount $82,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $17,000
Number of returns with real estate taxes 90
Real estate taxes amount $380,000
Number of returns with taxes paid 110
Taxes paid amount $488,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $279,000
Number of returns with contributions 70
Contributions amount $100,000
Number of returns with taxable income 2,210
Taxable income amount $14,735,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $1,585,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $244,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $133,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 200
Child tax credit amount $70,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 410
Self-employment tax amount $534,000
Number of returns with total tax payments 4,080
Total tax payments amount $9,129,000
Number of returns with earned income credit 1,490
Earned income credit amount [8] $3,694,000
Number of returns with excess earned income credit 1,330
Excess earned income credit (refundable) amount [9] $3,395,000
Number of returns with additional child tax credit 1,020
Additional child tax credit amount $1,282,000
Number of returns with refundable education credit 230
Refundable education credit amount $194,000
Number of returns with income tax 1,810
Income tax amount [10] $1,341,000
Number of returns with tax liability 2,170
Total tax liability amount [11] $1,963,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $311,000
Number of returns with overpayments refunded 3,780
Overpayments refunded amount [13] $7,417,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $37,000

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

Number of returns 4,130
Number of single returns 2,600
Number of joint returns 600
Number of head of household returns 870
Number of returns with paid preparer's signature 1,440
Number of exemptions 7,800
Number of dependents 3,100
Total number of volunteer prepared returns [5] 230
Number of volunteer income tax assistance (VITA) prepared returns [3] 190
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 30
Number of refund anticipation check returns [3] 670
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $146,884,000
Number of returns with total income 4,130
Salaries and wages amount $148,260,000
Number of returns with salaries and wages 3,950
Salaries and wages amount $136,467
Number of returns with taxable interest 550
Taxable interest amount $123
Number of returns with ordinary dividends 270
Ordinary dividends amount $368,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $258
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $86
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,454,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $302,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $1,389,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $4,434,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $200,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $1,624,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $241,000
Number of returns with total statutory adjustments 940
Total statutory adjustments amount $1,376,000
Number of returns with educator expenses 40
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 $87,000
Number of returns with IRA payments 70
IRA payments amount $204,000
Number of returns with student loan interest deduction 660
Student loan interest deduction amount $732,000
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 350
Total itemized deductions amount $5,084,000
Amount of AGI for itemized returns $13,850,000
Number of returns with State and local income taxes 310
State and local income taxes amount $740,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $32,000
Number of returns with real estate taxes 270
Real estate taxes amount $952,000
Number of returns with taxes paid 350
Taxes paid amount $1,779,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,010,000
Number of returns with contributions 220
Contributions amount $533,000
Number of returns with taxable income 4,010
Taxable income amount $81,170,000
Number of returns with income tax before credits 4,000
Income tax before credits amount $10,228,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,640
Total tax credits amount $1,358,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $81,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $271,000
Number of returns with retirement savings contribution credit 590
Retirement savings contribution credit amount $95,000
Number of returns with child tax credit 960
Child tax credit amount $898,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 220
Self-employment tax amount $424,000
Number of returns with total tax payments 4,080
Total tax payments amount $15,845,000
Number of returns with earned income credit 730
Earned income credit amount [8] $1,567,000
Number of returns with excess earned income credit 610
Excess earned income credit (refundable) amount [9] $1,354,000
Number of returns with additional child tax credit 750
Additional child tax credit amount $1,131,000
Number of returns with refundable education credit 150
Refundable education credit amount $117,000
Number of returns with income tax 3,330
Income tax amount [10] $8,870,000
Number of returns with tax liability 3,430
Total tax liability amount [11] $9,433,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 680
Tax due at time of filing amount [12] $854,000
Number of returns with overpayments refunded 3,430
Overpayments refunded amount [13] $7,175,000
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 1,610
Number of single returns 820
Number of joint returns 640
Number of head of household returns 140
Number of returns with paid preparer's signature 640
Number of exemptions 3,590
Number of dependents 1,350
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 60
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] 150
Number of elderly returns [4] 240
Adjust gross income (AGI) [5] $97,280,000
Number of returns with total income 1,610
Salaries and wages amount $98,349,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $83,945
Number of returns with taxable interest 440
Taxable interest amount $178
Number of returns with ordinary dividends 220
Ordinary dividends amount $537,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $322
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $158
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,018,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $756,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,082,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $5,409,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $112,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,729,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $732,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $1,069,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $440,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $160,000
Number of returns with IRA payments 30
IRA payments amount $92,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $395,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $51,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 420
Total itemized deductions amount $6,590,000
Amount of AGI for itemized returns $25,797,000
Number of returns with State and local income taxes 390
State and local income taxes amount $1,198,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $38,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,437,000
Number of returns with taxes paid 420
Taxes paid amount $2,716,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,709,000
Number of returns with contributions 290
Contributions amount $631,000
Number of returns with taxable income 1,600
Taxable income amount $65,129,000
Number of returns with income tax before credits 1,600
Income tax before credits amount $9,448,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 620
Total tax credits amount $898,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $17,000
Number of returns with child tax credit 440
Child tax credit amount $704,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $379,000
Number of returns with total tax payments 1,590
Total tax payments amount $10,682,000
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 100
Additional child tax credit amount $124,000
Number of returns with refundable education credit 70
Refundable education credit amount $59,000
Number of returns with income tax 1,500
Income tax amount [10] $8,550,000
Number of returns with tax liability 1,520
Total tax liability amount [11] $9,003,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [12] $796,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [13] $2,369,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $58,000

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

Number of returns 630
Number of single returns 240
Number of joint returns 360
Number of head of household returns 20
Number of returns with paid preparer's signature 240
Number of exemptions 1,390
Number of dependents 410
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] 140
Adjust gross income (AGI) [5] $53,753,000
Number of returns with total income 630
Salaries and wages amount $54,219,000
Number of returns with salaries and wages 570
Salaries and wages amount $43,912
Number of returns with taxable interest 260
Taxable interest amount $127
Number of returns with ordinary dividends 160
Ordinary dividends amount $563,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $445
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $157
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,097,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $698,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $895,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $3,867,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [7] $89,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $1,941,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $317,000
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $466,000
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 30
IRA payments amount $147,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $140,000
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 280
Total itemized deductions amount $5,207,000
Amount of AGI for itemized returns $24,401,000
Number of returns with State and local income taxes 270
State and local income taxes amount $1,197,000
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 250
Real estate taxes amount $1,247,000
Number of returns with taxes paid 280
Taxes paid amount $2,497,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $1,188,000
Number of returns with contributions 210
Contributions amount $523,000
Number of returns with taxable income 620
Taxable income amount $39,404,000
Number of returns with income tax before credits 620
Income tax before credits amount $6,129,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $361,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $260,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $193,000
Number of returns with total tax payments 620
Total tax payments amount $6,487,000
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 30
Refundable education credit amount $34,000
Number of returns with income tax 620
Income tax amount [10] $5,768,000
Number of returns with tax liability 620
Total tax liability amount [11] $5,988,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $503,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $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: $100,000 under $200,000

Number of returns 630
Number of single returns 150
Number of joint returns 460
Number of head of household returns 20
Number of returns with paid preparer's signature 300
Number of exemptions 1,450
Number of dependents 360
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] 30
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $83,588,000
Number of returns with total income 630
Salaries and wages amount $84,505,000
Number of returns with salaries and wages 550
Salaries and wages amount $59,017
Number of returns with taxable interest 380
Taxable interest amount $426
Number of returns with ordinary dividends 260
Ordinary dividends amount $1,777,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $1,281
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $291
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $2,032,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $3,330,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,912,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $8,370,000
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 150
Taxable Social Security benefits amount $3,499,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,928,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $917,000
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 $222,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $140,000
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 490
Total itemized deductions amount $11,588,000
Amount of AGI for itemized returns $66,314,000
Number of returns with State and local income taxes 480
State and local income taxes amount $3,455,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 430
Real estate taxes amount $2,774,000
Number of returns with taxes paid 490
Taxes paid amount $6,352,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,091,000
Number of returns with contributions 410
Contributions amount $1,638,000
Number of returns with taxable income 630
Taxable income amount $64,539,000
Number of returns with income tax before credits 630
Income tax before credits amount $11,198,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $352,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $34,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $72,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 90
Child tax credit amount $118,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 100
Self-employment tax amount $393,000
Number of returns with total tax payments 630
Total tax payments amount $11,832,000
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 40
Refundable education credit amount $42,000
Number of returns with income tax 630
Income tax amount [10] $10,845,000
Number of returns with tax liability 630
Total tax liability amount [11] $11,330,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 260
Tax due at time of filing amount [12] $1,053,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $1,371,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $160,000

Adjusted Gross Income: $200,000 or more

Number of returns 160
Number of single returns 20
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 370
Number of dependents 90
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] 80
Adjust gross income (AGI) [5] $69,138,000
Number of returns with total income 160
Salaries and wages amount $70,738,000
Number of returns with salaries and wages 130
Salaries and wages amount $32,496
Number of returns with taxable interest 130
Taxable interest amount $623
Number of returns with ordinary dividends 120
Ordinary dividends amount $2,736,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $2,119
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $501
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $2,168,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $12,528,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,533,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $4,135,000
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 50
Taxable Social Security benefits amount $1,570,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $13,003,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $1,600,000
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 20
Self-employment health insurance deduction amount $291,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 150
Total itemized deductions amount $11,283,000
Amount of AGI for itemized returns $67,425,000
Number of returns with State and local income taxes 150
State and local income taxes amount $3,748,000
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 140
Real estate taxes amount $1,954,000
Number of returns with taxes paid 150
Taxes paid amount $5,857,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $902,000
Number of returns with contributions 140
Contributions amount $3,845,000
Number of returns with taxable income 160
Taxable income amount $56,827,000
Number of returns with income tax before credits 160
Income tax before credits amount $15,100,000
Number of returns with alternative minimum tax 120
Alternative minimum tax amount $892,000
Number of returns with total tax credits 80
Total tax credits amount $434,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $193,000
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 $234,000
Number of returns with total tax payments 150
Total tax payments amount $16,010,000
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 160
Income tax amount [10] $14,167,000
Number of returns with tax liability 160
Total tax liability amount [11] $15,063,000
Number of returns with net investment income tax 90
Net investment income tax $476,000
Number of returns with tax due at time of filing 70
Tax due at time of filing amount [12] $1,211,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $974,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $1,160,000

[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.