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ZIP Code Database - Facts & Stats

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ZIP Code 54155 Income Tax Stats

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

ZIP Code 54155 Data

Zip Code:54155
City:Oneida
State:WI [Wisconsin]
Counties: BROWN, WI
City Alias(es):Oneida
Area Code:920
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


54155 Income Tax Overview

Total Number of Tax Returns for ZIP Code 54155 [1] 3,550
Total Number of Single Tax Returns for ZIP Code 54155 1,280
Total Number of Joint Tax Returns for ZIP Code 54155 1,500
Total Number of Dependents for ZIP Code 54155 2,050
Total Adjusted Gross Income for ZIP Code 54155 $326,087,000
Average Income per Person for ZIP Code 54155 $59,822
Average Income per Household for ZIP Code 54155 $91,855

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 1,020
Number of single returns 820
Number of joint returns 80
Number of head of household returns 110
Number of returns with paid preparer's signature 530
Number of exemptions 1,130
Number of dependents 320
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] 50
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 100
Number of elderly returns [4] 210
Adjust gross income (AGI) [5] $11,809,000
Number of returns with total income 1,020
Salaries and wages amount $11,944,000
Number of returns with salaries and wages 820
Salaries and wages amount $9,061
Number of returns with taxable interest 200
Taxable interest amount $89
Number of returns with ordinary dividends 140
Ordinary dividends amount $229,000
Number of returns with qualified dividends 120
Qualified dividends amount [6] $135
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $456,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $79,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $528,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $913,000
Number of farm returns 20
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $110,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $46,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $135,000
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 $54,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $33,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $49,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 40
Total itemized deductions amount $936,000
Amount of AGI for itemized returns $559,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 20
State and local general sales tax amount $10,000
Number of returns with real estate taxes 30
Real estate taxes amount $106,000
Number of returns with taxes paid 40
Taxes paid amount $210,000
Number of returns with mortgage interest paid 20
Mortgage interest paid amount $101,000
Number of returns with contributions 20
Contributions amount $43,000
Number of returns with taxable income 490
Taxable income amount $2,780,000
Number of returns with income tax before credits 480
Income tax before credits amount $307,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $43,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $20,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 40
Child tax credit amount $12,000
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 $82,000
Number of returns with total tax payments 920
Total tax payments amount $1,752,000
Number of returns with earned income credit 250
Earned income credit amount [8] $630,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [9] $595,000
Number of returns with additional child tax credit 150
Additional child tax credit amount $169,000
Number of returns with refundable education credit 40
Refundable education credit amount $31,000
Number of returns with income tax 410
Income tax amount [10] $263,000
Number of returns with tax liability 470
Total tax liability amount [11] $361,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [12] $65,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [13] $1,442,000
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 850
Number of single returns 520
Number of joint returns 160
Number of head of household returns 150
Number of returns with paid preparer's signature 440
Number of exemptions 1,440
Number of dependents 440
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] 140
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $31,014,000
Number of returns with total income 850
Salaries and wages amount $31,355,000
Number of returns with salaries and wages 750
Salaries and wages amount $24,771
Number of returns with taxable interest 200
Taxable interest amount $59
Number of returns with ordinary dividends 120
Ordinary dividends amount $255,000
Number of returns with qualified dividends 110
Qualified dividends amount [6] $196
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $37
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $796,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $280,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $1,309,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $1,290,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $183,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $1,015,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $45,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $341,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $108,000
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 100
Total itemized deductions amount $1,683,000
Amount of AGI for itemized returns $4,027,000
Number of returns with State and local income taxes 90
State and local income taxes amount $199,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $16,000
Number of returns with real estate taxes 70
Real estate taxes amount $284,000
Number of returns with taxes paid 100
Taxes paid amount $490,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $362,000
Number of returns with contributions 70
Contributions amount $176,000
Number of returns with taxable income 830
Taxable income amount $17,505,000
Number of returns with income tax before credits 820
Income tax before credits amount $2,189,000
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 $300,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $78,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 180
Child tax credit amount $180,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $145,000
Number of returns with total tax payments 830
Total tax payments amount $3,776,000
Number of returns with earned income credit 170
Earned income credit amount [8] $335,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [9] $295,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $157,000
Number of returns with refundable education credit 40
Refundable education credit amount $34,000
Number of returns with income tax 710
Income tax amount [10] $1,889,000
Number of returns with tax liability 740
Total tax liability amount [11] $2,058,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $127,000
Number of returns with overpayments refunded 730
Overpayments refunded amount [13] $1,827,000
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 470
Number of single returns 190
Number of joint returns 230
Number of head of household returns 40
Number of returns with paid preparer's signature 270
Number of exemptions 1,000
Number of dependents 300
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 60
Number of elderly returns [4] 130
Adjust gross income (AGI) [5] $29,018,000
Number of returns with total income 470
Salaries and wages amount $29,380,000
Number of returns with salaries and wages 410
Salaries and wages amount $22,176
Number of returns with taxable interest 190
Taxable interest amount $90
Number of returns with ordinary dividends 90
Ordinary dividends amount $225,000
Number of returns with qualified dividends 90
Qualified dividends amount [6] $154
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $85
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $395,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $483,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,190,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $2,129,000
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 110
Taxable Social Security benefits amount $1,738,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $109,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $362,000
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 20
Self-employment health insurance deduction amount $143,000
Number of returns with IRA payments 40
IRA payments amount $199,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $78,000
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 160
Total itemized deductions amount $2,483,000
Amount of AGI for itemized returns $10,119,000
Number of returns with State and local income taxes 140
State and local income taxes amount $461,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $27,000
Number of returns with real estate taxes 140
Real estate taxes amount $529,000
Number of returns with taxes paid 160
Taxes paid amount $1,054,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $630,000
Number of returns with contributions 120
Contributions amount $320,000
Number of returns with taxable income 470
Taxable income amount $19,245,000
Number of returns with income tax before credits 470
Income tax before credits amount $2,684,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $255,000
Number of returns with foreign tax credit 30
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 $53,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 120
Child tax credit amount $195,000
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 $100,000
Number of returns with total tax payments 470
Total tax payments amount $3,310,000
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 $33,000
Number of returns with refundable education credit 30
Refundable education credit amount $31,000
Number of returns with income tax 440
Income tax amount [10] $2,428,000
Number of returns with tax liability 450
Total tax liability amount [11] $2,562,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $194,000
Number of returns with overpayments refunded 360
Overpayments refunded amount [13] $903,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $75,000

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

Number of returns 360
Number of single returns 70
Number of joint returns 280
Number of head of household returns 30
Number of returns with paid preparer's signature 230
Number of exemptions 870
Number of dependents 230
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] 120
Adjust gross income (AGI) [5] $31,533,000
Number of returns with total income 360
Salaries and wages amount $31,956,000
Number of returns with salaries and wages 300
Salaries and wages amount $21,356
Number of returns with taxable interest 210
Taxable interest amount $181
Number of returns with ordinary dividends 150
Ordinary dividends amount $495,000
Number of returns with qualified dividends 140
Qualified dividends amount [6] $401
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $120
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $945,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $769,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $2,036,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $2,907,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $155,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,369,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $284,000
Number of returns with total statutory adjustments 140
Total statutory adjustments amount $423,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $63,000
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 190
Total itemized deductions amount $3,705,000
Amount of AGI for itemized returns $16,934,000
Number of returns with State and local income taxes 180
State and local income taxes amount $779,000
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 180
Real estate taxes amount $774,000
Number of returns with taxes paid 190
Taxes paid amount $1,596,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $967,000
Number of returns with contributions 150
Contributions amount $400,000
Number of returns with taxable income 360
Taxable income amount $22,194,000
Number of returns with income tax before credits 360
Income tax before credits amount $3,106,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 160
Total tax credits amount $211,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
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 110
Child tax credit amount $179,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $188,000
Number of returns with total tax payments 350
Total tax payments amount $3,554,000
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 360
Income tax amount [10] $2,895,000
Number of returns with tax liability 360
Total tax liability amount [11] $3,114,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [12] $352,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [13] $768,000
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 590
Number of single returns 60
Number of joint returns 510
Number of head of household returns 0
Number of returns with paid preparer's signature 380
Number of exemptions 1,580
Number of dependents 480
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] 20
Number of elderly returns [4] 180
Adjust gross income (AGI) [5] $79,079,000
Number of returns with total income 590
Salaries and wages amount $80,234,000
Number of returns with salaries and wages 530
Salaries and wages amount $56,721
Number of returns with taxable interest 370
Taxable interest amount $506
Number of returns with ordinary dividends 250
Ordinary dividends amount $1,786,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $1,280
Number of returns with state and local income tax refunds 310
State and local income tax refunds amount $368
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,939,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $2,746,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $3,912,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $5,392,000
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 140
Taxable Social Security benefits amount $3,637,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,639,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $1,155,000
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 $306,000
Number of returns with IRA payments 20
IRA payments amount $173,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $85,000
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 470
Total itemized deductions amount $11,020,000
Amount of AGI for itemized returns $64,029,000
Number of returns with State and local income taxes 450
State and local income taxes amount $3,371,000
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 440
Real estate taxes amount $2,347,000
Number of returns with taxes paid 470
Taxes paid amount $5,913,000
Number of returns with mortgage interest paid 390
Mortgage interest paid amount $2,644,000
Number of returns with contributions 390
Contributions amount $1,098,000
Number of returns with taxable income 590
Taxable income amount $60,078,000
Number of returns with income tax before credits 590
Income tax before credits amount $10,034,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $337,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $76,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 130
Child tax credit amount $178,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $364,000
Number of returns with total tax payments 590
Total tax payments amount $11,013,000
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 $47,000
Number of returns with income tax 590
Income tax amount [10] $9,697,000
Number of returns with tax liability 590
Total tax liability amount [11] $10,136,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 220
Tax due at time of filing amount [12] $807,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [13] $1,481,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $196,000

Adjusted Gross Income: $200,000 or more

Number of returns 260
Number of single returns 20
Number of joint returns 240
Number of head of household returns 0
Number of returns with paid preparer's signature 220
Number of exemptions 790
Number of dependents 280
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] 90
Adjust gross income (AGI) [5] $143,634,000
Number of returns with total income 260
Salaries and wages amount $147,002,000
Number of returns with salaries and wages 240
Salaries and wages amount $83,495
Number of returns with taxable interest 230
Taxable interest amount $1,719
Number of returns with ordinary dividends 180
Ordinary dividends amount $4,756,000
Number of returns with qualified dividends 180
Qualified dividends amount [6] $3,652
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $583
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $4,182,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $11,340,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,188,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $1,844,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [7] $0
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $982,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $32,017,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $3,368,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $1,211,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $841,000
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 30
Domestic production activities deduction amount $597,000
Number of returns with itemized deductions 260
Total itemized deductions amount $16,665,000
Amount of AGI for itemized returns $136,902,000
Number of returns with State and local income taxes 250
State and local income taxes amount $8,875,000
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 240
Real estate taxes amount $2,420,000
Number of returns with taxes paid 260
Taxes paid amount $11,727,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $2,078,000
Number of returns with contributions 240
Contributions amount $2,592,000
Number of returns with taxable income 260
Taxable income amount $125,166,000
Number of returns with income tax before credits 260
Income tax before credits amount $36,893,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $1,086,000
Number of returns with total tax credits 140
Total tax credits amount $246,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $70,000
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 70
Self-employment tax amount $801,000
Number of returns with total tax payments 260
Total tax payments amount $37,199,000
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 260
Income tax amount [10] $36,358,000
Number of returns with tax liability 260
Total tax liability amount [11] $38,135,000
Number of returns with net investment income tax 170
Net investment income tax $501,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $4,285,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $1,351,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $1,975,000

[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.