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ZIP Code Database - Facts & Stats

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ZIP Code 54235 Income Tax Stats

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

ZIP Code 54235 Data

Zip Code:54235
City:Sturgeon Bay
State:WI [Wisconsin]
Counties: DOOR, WI
City Alias(es):Sturgeon Bay
Area Code:920
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


54235 Income Tax Overview

Total Number of Tax Returns for ZIP Code 54235 [1] 9,280
Total Number of Single Tax Returns for ZIP Code 54235 3,770
Total Number of Joint Tax Returns for ZIP Code 54235 4,010
Total Number of Dependents for ZIP Code 54235 3,580
Total Adjusted Gross Income for ZIP Code 54235 $574,656,000
Average Income per Person for ZIP Code 54235 $33,404
Average Income per Household for ZIP Code 54235 $61,924

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 3,230
Number of single returns 2,490
Number of joint returns 440
Number of head of household returns 280
Number of returns with paid preparer's signature 1,520
Number of exemptions 3,660
Number of dependents 640
Total number of volunteer prepared returns [5] 220
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 220
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 300
Number of elderly returns [4] 1,060
Adjust gross income (AGI) [5] $39,327,000
Number of returns with total income 3,230
Salaries and wages amount $40,126,000
Number of returns with salaries and wages 2,340
Salaries and wages amount $27,955
Number of returns with taxable interest 970
Taxable interest amount $485
Number of returns with ordinary dividends 550
Ordinary dividends amount $959,000
Number of returns with qualified dividends 500
Qualified dividends amount [6] $619
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $2,467,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $774,000
Number of returns with taxable individual retirement arrangements distributions 450
Taxable individual retirement arrangements distributions amount $2,874,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $4,099,000
Number of farm returns 60
Number of returns with unemployment compensation 150
Unemployment compensation amount [7] $452,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $401,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $137,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $799,000
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 80
Self-employment health insurance deduction amount $179,000
Number of returns with IRA payments 30
IRA payments amount $105,000
Number of returns with student loan interest deduction 130
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 260
Total itemized deductions amount $4,160,000
Amount of AGI for itemized returns $3,838,000
Number of returns with State and local income taxes 100
State and local income taxes amount $152,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $74,000
Number of returns with real estate taxes 220
Real estate taxes amount $753,000
Number of returns with taxes paid 250
Taxes paid amount $1,007,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $561,000
Number of returns with contributions 190
Contributions amount $400,000
Number of returns with taxable income 1,530
Taxable income amount $9,383,000
Number of returns with income tax before credits 1,500
Income tax before credits amount $991,000
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 $102,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $37,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 60
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 330
Self-employment tax amount $447,000
Number of returns with total tax payments 2,710
Total tax payments amount $4,771,000
Number of returns with earned income credit 730
Earned income credit amount [8] $1,422,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [9] $1,255,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $357,000
Number of returns with refundable education credit 60
Refundable education credit amount $46,000
Number of returns with income tax 1,360
Income tax amount [10] $889,000
Number of returns with tax liability 1,600
Total tax liability amount [11] $1,407,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 360
Tax due at time of filing amount [12] $278,000
Number of returns with overpayments refunded 2,450
Overpayments refunded amount [13] $3,597,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $32,000

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

Number of returns 2,220
Number of single returns 1,290
Number of joint returns 650
Number of head of household returns 250
Number of returns with paid preparer's signature 1,150
Number of exemptions 3,710
Number of dependents 860
Total number of volunteer prepared returns [5] 50
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
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] 280
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $80,815,000
Number of returns with total income 2,220
Salaries and wages amount $82,307,000
Number of returns with salaries and wages 1,820
Salaries and wages amount $59,331
Number of returns with taxable interest 840
Taxable interest amount $475
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,204,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $843
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $150
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $3,201,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $1,498,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $3,969,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $7,494,000
Number of farm returns 30
Number of returns with unemployment compensation 130
Unemployment compensation amount [7] $533,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $3,774,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $550,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $1,492,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $153,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $238,000
Number of returns with IRA payments 90
IRA payments amount $407,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $202,000
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 $89,000
Number of returns with itemized deductions 450
Total itemized deductions amount $7,152,000
Amount of AGI for itemized returns $17,276,000
Number of returns with State and local income taxes 340
State and local income taxes amount $616,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $79,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,382,000
Number of returns with taxes paid 450
Taxes paid amount $2,099,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,248,000
Number of returns with contributions 330
Contributions amount $734,000
Number of returns with taxable income 2,150
Taxable income amount $43,402,000
Number of returns with income tax before credits 2,120
Income tax before credits amount $5,323,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $549,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $93,000
Number of returns with retirement savings contribution credit 340
Retirement savings contribution credit amount $74,000
Number of returns with child tax credit 350
Child tax credit amount $341,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 250
Self-employment tax amount $650,000
Number of returns with total tax payments 2,150
Total tax payments amount $8,995,000
Number of returns with earned income credit 350
Earned income credit amount [8] $714,000
Number of returns with excess earned income credit 270
Excess earned income credit (refundable) amount [9] $539,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $316,000
Number of returns with refundable education credit 60
Refundable education credit amount $50,000
Number of returns with income tax 1,880
Income tax amount [10] $4,773,000
Number of returns with tax liability 1,980
Total tax liability amount [11] $5,569,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $616,000
Number of returns with overpayments refunded 1,740
Overpayments refunded amount [13] $3,949,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $68,000

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

Number of returns 1,440
Number of single returns 510
Number of joint returns 850
Number of head of household returns 70
Number of returns with paid preparer's signature 850
Number of exemptions 3,040
Number of dependents 760
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] 110
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $88,804,000
Number of returns with total income 1,440
Salaries and wages amount $90,396,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $59,498
Number of returns with taxable interest 740
Taxable interest amount $551
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,795,000
Number of returns with qualified dividends 420
Qualified dividends amount [6] $1,295
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $239
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,657,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $2,170,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $4,325,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $10,308,000
Number of farm returns 40
Number of returns with unemployment compensation 90
Unemployment compensation amount [7] $281,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $7,052,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $908,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $1,592,000
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 70
Self-employment health insurance deduction amount $336,000
Number of returns with IRA payments 80
IRA payments amount $451,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $181,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 470
Total itemized deductions amount $8,434,000
Amount of AGI for itemized returns $29,165,000
Number of returns with State and local income taxes 420
State and local income taxes amount $1,223,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $42,000
Number of returns with real estate taxes 430
Real estate taxes amount $1,692,000
Number of returns with taxes paid 470
Taxes paid amount $3,059,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $1,670,000
Number of returns with contributions 360
Contributions amount $949,000
Number of returns with taxable income 1,430
Taxable income amount $57,264,000
Number of returns with income tax before credits 1,420
Income tax before credits amount $7,695,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $689,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $98,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 330
Child tax credit amount $519,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $582,000
Number of returns with total tax payments 1,410
Total tax payments amount $9,346,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 50
Additional child tax credit amount $55,000
Number of returns with refundable education credit 50
Refundable education credit amount $52,000
Number of returns with income tax 1,370
Income tax amount [10] $7,006,000
Number of returns with tax liability 1,390
Total tax liability amount [11] $7,652,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 430
Tax due at time of filing amount [12] $846,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [13] $2,318,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $192,000

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

Number of returns 990
Number of single returns 150
Number of joint returns 820
Number of head of household returns 40
Number of returns with paid preparer's signature 620
Number of exemptions 2,330
Number of dependents 520
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] 460
Adjust gross income (AGI) [5] $86,022,000
Number of returns with total income 990
Salaries and wages amount $87,180,000
Number of returns with salaries and wages 800
Salaries and wages amount $54,037
Number of returns with taxable interest 620
Taxable interest amount $575
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,826,000
Number of returns with qualified dividends 390
Qualified dividends amount [6] $1,358
Number of returns with state and local income tax refunds 280
State and local income tax refunds amount $253
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $2,346,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $2,459,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $5,173,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $10,640,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $210,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $7,692,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $956,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $1,158,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $231,000
Number of returns with IRA payments 70
IRA payments amount $316,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $137,000
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 440
Total itemized deductions amount $8,671,000
Amount of AGI for itemized returns $38,197,000
Number of returns with State and local income taxes 400
State and local income taxes amount $1,622,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $61,000
Number of returns with real estate taxes 400
Real estate taxes amount $1,816,000
Number of returns with taxes paid 440
Taxes paid amount $3,617,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,760,000
Number of returns with contributions 360
Contributions amount $1,093,000
Number of returns with taxable income 990
Taxable income amount $60,867,000
Number of returns with income tax before credits 990
Income tax before credits amount $8,397,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $511,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $385,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 140
Self-employment tax amount $464,000
Number of returns with total tax payments 980
Total tax payments amount $9,288,000
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 $38,000
Number of returns with income tax 990
Income tax amount [10] $7,886,000
Number of returns with tax liability 990
Total tax liability amount [11] $8,388,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 330
Tax due at time of filing amount [12] $892,000
Number of returns with overpayments refunded 620
Overpayments refunded amount [13] $1,669,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $115,000

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

Number of returns 1,100
Number of single returns 110
Number of joint returns 980
Number of head of household returns 0
Number of returns with paid preparer's signature 740
Number of exemptions 2,700
Number of dependents 620
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] 570
Adjust gross income (AGI) [5] $144,864,000
Number of returns with total income 1,100
Salaries and wages amount $147,204,000
Number of returns with salaries and wages 830
Salaries and wages amount $78,623
Number of returns with taxable interest 820
Taxable interest amount $967
Number of returns with ordinary dividends 610
Ordinary dividends amount $5,426,000
Number of returns with qualified dividends 570
Qualified dividends amount [6] $4,129
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $559
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $4,528,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $8,065,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $11,852,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $19,761,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $10,863,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $4,618,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $2,340,000
Number of returns with educator expenses 70
Educator expenses amount $19,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $277,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $661,000
Number of returns with IRA payments 70
IRA payments amount $450,000
Number of returns with student loan interest deduction 90
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 20
Domestic production activities deduction amount $49,000
Number of returns with itemized deductions 830
Total itemized deductions amount $21,058,000
Amount of AGI for itemized returns $112,409,000
Number of returns with State and local income taxes 790
State and local income taxes amount $5,352,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $82,000
Number of returns with real estate taxes 800
Real estate taxes amount $4,381,000
Number of returns with taxes paid 830
Taxes paid amount $10,149,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $3,990,000
Number of returns with contributions 750
Contributions amount $3,464,000
Number of returns with taxable income 1,100
Taxable income amount $109,339,000
Number of returns with income tax before credits 1,100
Income tax before credits amount $17,518,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 510
Total tax credits amount $522,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $55,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $159,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $225,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 160
Self-employment tax amount $831,000
Number of returns with total tax payments 1,090
Total tax payments amount $18,235,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 90
Refundable education credit amount $94,000
Number of returns with income tax 1,090
Income tax amount [10] $16,995,000
Number of returns with tax liability 1,100
Total tax liability amount [11] $17,880,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 470
Tax due at time of filing amount [12] $2,120,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $2,157,000
Number of returns with credit to next year’s estimated tax 110
Credited to next year’s estimated tax amount $293,000

Adjusted Gross Income: $200,000 or more

Number of returns 300
Number of single returns 30
Number of joint returns 270
Number of head of household returns 0
Number of returns with paid preparer's signature 250
Number of exemptions 760
Number of dependents 180
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] 180
Adjust gross income (AGI) [5] $134,824,000
Number of returns with total income 300
Salaries and wages amount $137,944,000
Number of returns with salaries and wages 230
Salaries and wages amount $52,530
Number of returns with taxable interest 270
Taxable interest amount $2,004
Number of returns with ordinary dividends 230
Ordinary dividends amount $11,423,000
Number of returns with qualified dividends 230
Qualified dividends amount [6] $9,973
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $878
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $4,643,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $24,302,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $5,087,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $4,570,000
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 $2,994,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $24,935,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $3,120,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $458,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $914,000
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 $996,000
Number of returns with itemized deductions 290
Total itemized deductions amount $19,632,000
Amount of AGI for itemized returns $128,784,000
Number of returns with State and local income taxes 280
State and local income taxes amount $8,198,000
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 280
Real estate taxes amount $2,880,000
Number of returns with taxes paid 290
Taxes paid amount $11,601,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,917,000
Number of returns with contributions 280
Contributions amount $5,622,000
Number of returns with taxable income 300
Taxable income amount $113,001,000
Number of returns with income tax before credits 300
Income tax before credits amount $29,171,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $1,833,000
Number of returns with total tax credits 160
Total tax credits amount $193,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $89,000
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 90
Self-employment tax amount $550,000
Number of returns with total tax payments 300
Total tax payments amount $28,939,000
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 300
Income tax amount [10] $28,858,000
Number of returns with tax liability 300
Total tax liability amount [11] $30,410,000
Number of returns with net investment income tax 180
Net investment income tax $792,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [12] $5,083,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $1,547,000
Number of returns with credit to next year’s estimated tax 80
Credited to next year’s estimated tax amount $2,010,000

[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.