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ZIP Code Database - Facts & Stats

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ZIP Code 54455 Income Tax Stats

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

ZIP Code 54455 Data

Zip Code:54455
City:Mosinee
State:WI [Wisconsin]
Counties: MARATHON, WI
City Alias(es):Mosinee
Area Code:715
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


54455 Income Tax Overview

Total Number of Tax Returns for ZIP Code 54455 [1] 9,290
Total Number of Single Tax Returns for ZIP Code 54455 4,100
Total Number of Joint Tax Returns for ZIP Code 54455 4,300
Total Number of Dependents for ZIP Code 54455 4,720
Total Adjusted Gross Income for ZIP Code 54455 $608,149,000
Average Income per Person for ZIP Code 54455 $35,713
Average Income per Household for ZIP Code 54455 $65,463

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 2,740
Number of single returns 2,210
Number of joint returns 330
Number of head of household returns 180
Number of returns with paid preparer's signature 1,190
Number of exemptions 2,690
Number of dependents 460
Total number of volunteer prepared returns [5] 110
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 110
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 710
Adjust gross income (AGI) [5] $31,321,000
Number of returns with total income 2,740
Salaries and wages amount $31,734,000
Number of returns with salaries and wages 2,130
Salaries and wages amount $23,067
Number of returns with taxable interest 720
Taxable interest amount $372
Number of returns with ordinary dividends 350
Ordinary dividends amount $426,000
Number of returns with qualified dividends 320
Qualified dividends amount [6] $290
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,204,000
Number of returns with net capital gain (less loss) 320
Net capital gain (less loss) amount $324,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $2,516,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $3,114,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $198,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $313,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $128,000
Number of returns with total statutory adjustments 310
Total statutory adjustments amount $413,000
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 40
Self-employment health insurance deduction amount $80,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $89,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $37,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $2,398,000
Amount of AGI for itemized returns $2,461,000
Number of returns with State and local income taxes 50
State and local income taxes amount $59,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $59,000
Number of returns with real estate taxes 160
Real estate taxes amount $594,000
Number of returns with taxes paid 170
Taxes paid amount $740,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $289,000
Number of returns with contributions 120
Contributions amount $192,000
Number of returns with taxable income 1,310
Taxable income amount $7,651,000
Number of returns with income tax before credits 1,300
Income tax before credits amount $813,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $108,000
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 100
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $27,000
Number of returns with child tax credit 50
Child tax credit amount $20,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 160
Self-employment tax amount $216,000
Number of returns with total tax payments 2,400
Total tax payments amount $3,716,000
Number of returns with earned income credit 540
Earned income credit amount [8] $1,016,000
Number of returns with excess earned income credit 460
Excess earned income credit (refundable) amount [9] $938,000
Number of returns with additional child tax credit 210
Additional child tax credit amount $244,000
Number of returns with refundable education credit 90
Refundable education credit amount $71,000
Number of returns with income tax 1,140
Income tax amount [10] $704,000
Number of returns with tax liability 1,270
Total tax liability amount [11] $957,000
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] $161,000
Number of returns with overpayments refunded 2,250
Overpayments refunded amount [13] $2,875,000
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 2,130
Number of single returns 1,290
Number of joint returns 550
Number of head of household returns 270
Number of returns with paid preparer's signature 1,090
Number of exemptions 3,510
Number of dependents 840
Total number of volunteer prepared returns [5] 40
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 40
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 270
Number of elderly returns [4] 510
Adjust gross income (AGI) [5] $78,656,000
Number of returns with total income 2,130
Salaries and wages amount $79,826,000
Number of returns with salaries and wages 1,850
Salaries and wages amount $63,367
Number of returns with taxable interest 660
Taxable interest amount $342
Number of returns with ordinary dividends 330
Ordinary dividends amount $500,000
Number of returns with qualified dividends 310
Qualified dividends amount [6] $331
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $163
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,790,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $895,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $3,426,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $5,565,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $286,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $2,973,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $182,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,170,000
Number of returns with educator expenses 30
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 50
Self-employment health insurance deduction amount $189,000
Number of returns with IRA payments 60
IRA payments amount $244,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $273,000
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 $58,000
Number of returns with itemized deductions 400
Total itemized deductions amount $5,086,000
Amount of AGI for itemized returns $15,627,000
Number of returns with State and local income taxes 330
State and local income taxes amount $638,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $54,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,114,000
Number of returns with taxes paid 400
Taxes paid amount $1,844,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,201,000
Number of returns with contributions 240
Contributions amount $452,000
Number of returns with taxable income 2,100
Taxable income amount $44,479,000
Number of returns with income tax before credits 2,080
Income tax before credits amount $5,563,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $577,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $125,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $81,000
Number of returns with child tax credit 330
Child tax credit amount $326,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 160
Self-employment tax amount $373,000
Number of returns with total tax payments 2,090
Total tax payments amount $9,071,000
Number of returns with earned income credit 340
Earned income credit amount [8] $658,000
Number of returns with excess earned income credit 260
Excess earned income credit (refundable) amount [9] $523,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $336,000
Number of returns with refundable education credit 70
Refundable education credit amount $60,000
Number of returns with income tax 1,870
Income tax amount [10] $4,986,000
Number of returns with tax liability 1,950
Total tax liability amount [11] $5,456,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $417,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [13] $3,972,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $66,000

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

Number of returns 1,440
Number of single returns 530
Number of joint returns 780
Number of head of household returns 120
Number of returns with paid preparer's signature 870
Number of exemptions 3,000
Number of dependents 790
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] 130
Number of elderly returns [4] 400
Adjust gross income (AGI) [5] $88,478,000
Number of returns with total income 1,440
Salaries and wages amount $89,626,000
Number of returns with salaries and wages 1,280
Salaries and wages amount $70,307
Number of returns with taxable interest 630
Taxable interest amount $479
Number of returns with ordinary dividends 270
Ordinary dividends amount $499,000
Number of returns with qualified dividends 250
Qualified dividends amount [6] $328
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $247
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,949,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $895,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,250,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $6,190,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [7] $296,000
Number of returns with taxable Social Security benefits 320
Taxable Social Security benefits amount $4,865,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $335,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,148,000
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 40
Self-employment health insurance deduction amount $254,000
Number of returns with IRA payments 50
IRA payments amount $225,000
Number of returns with student loan interest deduction 210
Student loan interest deduction amount $216,000
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 520
Total itemized deductions amount $8,308,000
Amount of AGI for itemized returns $32,526,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,553,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $35,000
Number of returns with real estate taxes 470
Real estate taxes amount $1,726,000
Number of returns with taxes paid 520
Taxes paid amount $3,401,000
Number of returns with mortgage interest paid 410
Mortgage interest paid amount $1,850,000
Number of returns with contributions 350
Contributions amount $845,000
Number of returns with taxable income 1,430
Taxable income amount $58,085,000
Number of returns with income tax before credits 1,430
Income tax before credits amount $8,055,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $764,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $102,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 370
Child tax credit amount $570,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 130
Self-employment tax amount $393,000
Number of returns with total tax payments 1,420
Total tax payments amount $10,080,000
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 $72,000
Number of returns with refundable education credit 60
Refundable education credit amount $56,000
Number of returns with income tax 1,380
Income tax amount [10] $7,291,000
Number of returns with tax liability 1,400
Total tax liability amount [11] $7,773,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $590,000
Number of returns with overpayments refunded 1,090
Overpayments refunded amount [13] $2,789,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $63,000

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

Number of returns 1,210
Number of single returns 140
Number of joint returns 1,010
Number of head of household returns 50
Number of returns with paid preparer's signature 720
Number of exemptions 3,170
Number of dependents 960
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 80
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $104,687,000
Number of returns with total income 1,210
Salaries and wages amount $105,882,000
Number of returns with salaries and wages 1,110
Salaries and wages amount $83,324
Number of returns with taxable interest 630
Taxable interest amount $383
Number of returns with ordinary dividends 310
Ordinary dividends amount $569,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $432
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $343
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,807,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,037,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $4,223,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $7,361,000
Number of farm returns 40
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $206,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $5,311,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,049,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $1,195,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $264,000
Number of returns with IRA payments 30
IRA payments amount $130,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $216,000
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 570
Total itemized deductions amount $9,866,000
Amount of AGI for itemized returns $49,787,000
Number of returns with State and local income taxes 540
State and local income taxes amount $2,397,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $78,000
Number of returns with real estate taxes 540
Real estate taxes amount $2,057,000
Number of returns with taxes paid 570
Taxes paid amount $4,594,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $2,571,000
Number of returns with contributions 420
Contributions amount $997,000
Number of returns with taxable income 1,210
Taxable income amount $73,912,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $10,436,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 590
Total tax credits amount $998,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $155,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $738,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 120
Self-employment tax amount $382,000
Number of returns with total tax payments 1,200
Total tax payments amount $11,999,000
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 $81,000
Number of returns with income tax 1,200
Income tax amount [10] $9,438,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $9,901,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 300
Tax due at time of filing amount [12] $617,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [13] $2,640,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $70,000

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

Number of returns 1,520
Number of single returns 90
Number of joint returns 1,410
Number of head of household returns 30
Number of returns with paid preparer's signature 940
Number of exemptions 4,350
Number of dependents 1,430
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] 370
Adjust gross income (AGI) [5] $198,015,000
Number of returns with total income 1,520
Salaries and wages amount $200,389,000
Number of returns with salaries and wages 1,400
Salaries and wages amount $157,598
Number of returns with taxable interest 990
Taxable interest amount $690
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,211,000
Number of returns with qualified dividends 530
Qualified dividends amount [6] $1,707
Number of returns with state and local income tax refunds 900
State and local income tax refunds amount $838
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $3,306,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $4,815,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $6,418,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $11,726,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $162,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $5,723,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $4,988,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $2,374,000
Number of returns with educator expenses 110
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $785,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $587,000
Number of returns with IRA payments 30
IRA payments amount $173,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $262,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,240
Total itemized deductions amount $26,111,000
Amount of AGI for itemized returns $165,074,000
Number of returns with State and local income taxes 1,220
State and local income taxes amount $8,959,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,200
Real estate taxes amount $5,194,000
Number of returns with taxes paid 1,240
Taxes paid amount $14,415,000
Number of returns with mortgage interest paid 1,050
Mortgage interest paid amount $6,019,000
Number of returns with contributions 1,040
Contributions amount $2,716,000
Number of returns with taxable income 1,520
Taxable income amount $150,679,000
Number of returns with income tax before credits 1,510
Income tax before credits amount $24,814,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 740
Total tax credits amount $1,050,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $252,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $598,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 160
Self-employment tax amount $736,000
Number of returns with total tax payments 1,510
Total tax payments amount $26,643,000
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 140
Refundable education credit amount $148,000
Number of returns with income tax 1,510
Income tax amount [10] $23,763,000
Number of returns with tax liability 1,510
Total tax liability amount [11] $24,644,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [12] $1,759,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [13] $3,519,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $217,000

Adjusted Gross Income: $200,000 or more

Number of returns 250
Number of single returns 20
Number of joint returns 220
Number of head of household returns 0
Number of returns with paid preparer's signature 200
Number of exemptions 710
Number of dependents 240
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] $106,992,000
Number of returns with total income 250
Salaries and wages amount $109,327,000
Number of returns with salaries and wages 220
Salaries and wages amount $56,098
Number of returns with taxable interest 200
Taxable interest amount $2,118
Number of returns with ordinary dividends 150
Ordinary dividends amount $5,124,000
Number of returns with qualified dividends 150
Qualified dividends amount [6] $4,547
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $518
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $4,861,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $9,965,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,816,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,734,000
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 $1,280,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $23,958,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $2,335,000
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 50
Self-employment health insurance deduction amount $534,000
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 $509,000
Number of returns with itemized deductions 250
Total itemized deductions amount $13,097,000
Amount of AGI for itemized returns $106,143,000
Number of returns with State and local income taxes 250
State and local income taxes amount $7,534,000
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 $1,694,000
Number of returns with taxes paid 250
Taxes paid amount $9,368,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $1,400,000
Number of returns with contributions 220
Contributions amount $1,751,000
Number of returns with taxable income 250
Taxable income amount $92,310,000
Number of returns with income tax before credits 250
Income tax before credits amount $25,259,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $1,034,000
Number of returns with total tax credits 100
Total tax credits amount $160,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $447,000
Number of returns with total tax payments 250
Total tax payments amount $23,645,000
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 250
Income tax amount [10] $24,995,000
Number of returns with tax liability 250
Total tax liability amount [11] $26,111,000
Number of returns with net investment income tax 130
Net investment income tax $419,000
Number of returns with tax due at time of filing 120
Tax due at time of filing amount [12] $2,848,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [13] $1,019,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $1,365,000

[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.