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ZIP Code Database - Facts & Stats

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ZIP Code 54913 Income Tax Stats

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

ZIP Code 54913 Data

Zip Code:54913
City:Appleton
State:WI [Wisconsin]
Counties: OUTAGAMIE, WI
City Alias(es):Appleton
Area Code:920
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


54913 Income Tax Overview

Total Number of Tax Returns for ZIP Code 54913 [1] 11,210
Total Number of Single Tax Returns for ZIP Code 54913 4,490
Total Number of Joint Tax Returns for ZIP Code 54913 5,510
Total Number of Dependents for ZIP Code 54913 6,600
Total Adjusted Gross Income for ZIP Code 54913 $1,228,469,000
Average Income per Person for ZIP Code 54913 $69,685
Average Income per Household for ZIP Code 54913 $109,587

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 2,760
Number of single returns 2,410
Number of joint returns 230
Number of head of household returns 110
Number of returns with paid preparer's signature 1,130
Number of exemptions 2,050
Number of dependents 250
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 30
Number of tax counseling for the elderly (TCE) prepared returns [3] 60
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 180
Number of elderly returns [4] 580
Adjust gross income (AGI) [5] $29,773,000
Number of returns with total income 2,760
Salaries and wages amount $30,269,000
Number of returns with salaries and wages 2,170
Salaries and wages amount $22,021
Number of returns with taxable interest 850
Taxable interest amount $304
Number of returns with ordinary dividends 550
Ordinary dividends amount $682,000
Number of returns with qualified dividends 510
Qualified dividends amount [6] $445
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) 210
Business or professional net income (less loss) amount $1,024,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $719,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $2,148,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $2,864,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $108,000
Number of returns with taxable Social Security benefits 200
Taxable Social Security benefits amount $339,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $22,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $496,000
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 $106,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $125,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $83,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $2,810,000
Amount of AGI for itemized returns $2,504,000
Number of returns with State and local income taxes 60
State and local income taxes amount $89,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $47,000
Number of returns with real estate taxes 130
Real estate taxes amount $520,000
Number of returns with taxes paid 160
Taxes paid amount $679,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $356,000
Number of returns with contributions 130
Contributions amount $283,000
Number of returns with taxable income 1,400
Taxable income amount $8,198,000
Number of returns with income tax before credits 1,350
Income tax before credits amount $879,000
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 $164,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 20
Child tax credit amount $10,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $214,000
Number of returns with total tax payments 2,360
Total tax payments amount $3,087,000
Number of returns with earned income credit 350
Earned income credit amount [8] $605,000
Number of returns with excess earned income credit 280
Excess earned income credit (refundable) amount [9] $538,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $136,000
Number of returns with refundable education credit 120
Refundable education credit amount $104,000
Number of returns with income tax 1,160
Income tax amount [10] $712,000
Number of returns with tax liability 1,300
Total tax liability amount [11] $958,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [12] $168,000
Number of returns with overpayments refunded 2,170
Overpayments refunded amount [13] $2,257,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $40,000

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

Number of returns 2,180
Number of single returns 1,510
Number of joint returns 480
Number of head of household returns 170
Number of returns with paid preparer's signature 1,000
Number of exemptions 3,170
Number of dependents 540
Total number of volunteer prepared returns [5] 60
Number of volunteer income tax assistance (VITA) prepared returns [3] 20
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] 240
Number of elderly returns [4] 520
Adjust gross income (AGI) [5] $80,394,000
Number of returns with total income 2,180
Salaries and wages amount $82,057,000
Number of returns with salaries and wages 1,830
Salaries and wages amount $63,207
Number of returns with taxable interest 800
Taxable interest amount $539
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,032,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $736
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $169
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $2,201,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,180,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,386,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $6,250,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $260,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $3,140,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $369,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,663,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 $214,000
Number of returns with IRA payments 70
IRA payments amount $264,000
Number of returns with student loan interest deduction 440
Student loan interest deduction amount $470,000
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 390
Total itemized deductions amount $6,356,000
Amount of AGI for itemized returns $15,297,000
Number of returns with State and local income taxes 300
State and local income taxes amount $606,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $69,000
Number of returns with real estate taxes 320
Real estate taxes amount $1,383,000
Number of returns with taxes paid 390
Taxes paid amount $2,148,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $1,056,000
Number of returns with contributions 290
Contributions amount $782,000
Number of returns with taxable income 2,120
Taxable income amount $47,243,000
Number of returns with income tax before credits 2,100
Income tax before credits amount $5,915,000
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 $536,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 330
Retirement savings contribution credit amount $65,000
Number of returns with child tax credit 240
Child tax credit amount $225,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 170
Self-employment tax amount $467,000
Number of returns with total tax payments 2,110
Total tax payments amount $9,072,000
Number of returns with earned income credit 220
Earned income credit amount [8] $397,000
Number of returns with excess earned income credit 150
Excess earned income credit (refundable) amount [9] $297,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $204,000
Number of returns with refundable education credit 90
Refundable education credit amount $84,000
Number of returns with income tax 1,950
Income tax amount [10] $5,378,000
Number of returns with tax liability 2,010
Total tax liability amount [11] $5,915,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 370
Tax due at time of filing amount [12] $477,000
Number of returns with overpayments refunded 1,770
Overpayments refunded amount [13] $3,457,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $96,000

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

Number of returns 1,500
Number of single returns 730
Number of joint returns 640
Number of head of household returns 110
Number of returns with paid preparer's signature 810
Number of exemptions 2,790
Number of dependents 650
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 130
Number of elderly returns [4] 430
Adjust gross income (AGI) [5] $93,122,000
Number of returns with total income 1,500
Salaries and wages amount $94,421,000
Number of returns with salaries and wages 1,270
Salaries and wages amount $69,689
Number of returns with taxable interest 760
Taxable interest amount $565
Number of returns with ordinary dividends 450
Ordinary dividends amount $1,435,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,018
Number of returns with state and local income tax refunds 370
State and local income tax refunds amount $284
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $1,747,000
Number of returns with net capital gain (less loss) 380
Net capital gain (less loss) amount $1,635,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,515,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $7,006,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $265,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $5,729,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $745,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $1,299,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $205,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $222,000
Number of returns with IRA payments 50
IRA payments amount $227,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $275,000
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 $149,000
Number of returns with itemized deductions 530
Total itemized deductions amount $8,918,000
Amount of AGI for itemized returns $33,417,000
Number of returns with State and local income taxes 480
State and local income taxes amount $1,455,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $60,000
Number of returns with real estate taxes 460
Real estate taxes amount $1,865,000
Number of returns with taxes paid 530
Taxes paid amount $3,479,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $1,816,000
Number of returns with contributions 410
Contributions amount $1,247,000
Number of returns with taxable income 1,490
Taxable income amount $63,673,000
Number of returns with income tax before credits 1,480
Income tax before credits amount $9,050,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $657,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $119,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 300
Child tax credit amount $470,000
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 $420,000
Number of returns with total tax payments 1,490
Total tax payments amount $10,941,000
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 $63,000
Number of returns with refundable education credit 60
Refundable education credit amount $62,000
Number of returns with income tax 1,440
Income tax amount [10] $8,394,000
Number of returns with tax liability 1,460
Total tax liability amount [11] $8,893,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 350
Tax due at time of filing amount [12] $651,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [13] $2,610,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $88,000

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

Number of returns 1,200
Number of single returns 250
Number of joint returns 900
Number of head of household returns 50
Number of returns with paid preparer's signature 690
Number of exemptions 2,960
Number of dependents 850
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] 410
Adjust gross income (AGI) [5] $105,312,000
Number of returns with total income 1,200
Salaries and wages amount $106,682,000
Number of returns with salaries and wages 1,020
Salaries and wages amount $75,835
Number of returns with taxable interest 760
Taxable interest amount $635
Number of returns with ordinary dividends 440
Ordinary dividends amount $1,556,000
Number of returns with qualified dividends 410
Qualified dividends amount [6] $1,161
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $407
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,908,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $2,038,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $6,632,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $8,101,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $139,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $6,950,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,376,000
Number of returns with total statutory adjustments 370
Total statutory adjustments amount $1,370,000
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 $282,000
Number of returns with IRA payments 40
IRA payments amount $212,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $151,000
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 680
Total itemized deductions amount $12,967,000
Amount of AGI for itemized returns $59,412,000
Number of returns with State and local income taxes 640
State and local income taxes amount $2,765,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $30,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,969,000
Number of returns with taxes paid 680
Taxes paid amount $5,908,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $2,838,000
Number of returns with contributions 570
Contributions amount $1,822,000
Number of returns with taxable income 1,200
Taxable income amount $74,042,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $10,620,000
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 $926,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $25,000
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 120
Nonrefundable education credit amount $185,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 350
Child tax credit amount $626,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $4,000
Number of returns with self-employment tax 150
Self-employment tax amount $476,000
Number of returns with total tax payments 1,190
Total tax payments amount $12,145,000
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 80
Refundable education credit amount $88,000
Number of returns with income tax 1,190
Income tax amount [10] $9,693,000
Number of returns with tax liability 1,190
Total tax liability amount [11] $10,264,000
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] $757,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [13] $2,513,000
Number of returns with credit to next year’s estimated tax 60
Credited to next year’s estimated tax amount $117,000

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

Number of returns 2,410
Number of single returns 160
Number of joint returns 2,180
Number of head of household returns 70
Number of returns with paid preparer's signature 1,330
Number of exemptions 7,350
Number of dependents 2,750
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] 90
Number of elderly returns [4] 560
Adjust gross income (AGI) [5] $330,927,000
Number of returns with total income 2,410
Salaries and wages amount $335,107,000
Number of returns with salaries and wages 2,180
Salaries and wages amount $258,757
Number of returns with taxable interest 1,720
Taxable interest amount $1,824
Number of returns with ordinary dividends 1,080
Ordinary dividends amount $4,989,000
Number of returns with qualified dividends 1,030
Qualified dividends amount [6] $3,571
Number of returns with state and local income tax refunds 1,500
State and local income tax refunds amount $1,695
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $8,725,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $8,975,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $12,537,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $16,537,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $292,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $9,704,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $7,704,000
Number of returns with total statutory adjustments 920
Total statutory adjustments amount $4,180,000
Number of returns with educator expenses 170
Educator expenses amount $44,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $747,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $862,000
Number of returns with IRA payments 90
IRA payments amount $567,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $305,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $116,000
Number of returns with itemized deductions 2,100
Total itemized deductions amount $50,760,000
Amount of AGI for itemized returns $292,967,000
Number of returns with State and local income taxes 2,070
State and local income taxes amount $16,057,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $71,000
Number of returns with real estate taxes 2,020
Real estate taxes amount $11,448,000
Number of returns with taxes paid 2,100
Taxes paid amount $28,156,000
Number of returns with mortgage interest paid 1,780
Mortgage interest paid amount $11,661,000
Number of returns with contributions 1,900
Contributions amount $6,654,000
Number of returns with taxable income 2,410
Taxable income amount $246,580,000
Number of returns with income tax before credits 2,400
Income tax before credits amount $41,204,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $123,000
Number of returns with total tax credits 1,300
Total tax credits amount $1,589,000
Number of returns with foreign tax credit 430
Foreign tax credit amount $59,000
Number of returns with child and dependent care credit 330
Child and dependent care credit amount $143,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $377,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 660
Child tax credit amount $910,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 320
Self-employment tax amount $1,602,000
Number of returns with total tax payments 2,390
Total tax payments amount $44,517,000
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 230
Refundable education credit amount $230,000
Number of returns with income tax 2,400
Income tax amount [10] $39,615,000
Number of returns with tax liability 2,400
Total tax liability amount [11] $41,418,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 870
Tax due at time of filing amount [12] $3,572,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [13] $6,007,000
Number of returns with credit to next year’s estimated tax 130
Credited to next year’s estimated tax amount $618,000

Adjusted Gross Income: $200,000 or more

Number of returns 1,160
Number of single returns 60
Number of joint returns 1,080
Number of head of household returns 0
Number of returns with paid preparer's signature 850
Number of exemptions 3,800
Number of dependents 1,560
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] 240
Adjust gross income (AGI) [5] $588,941,000
Number of returns with total income 1,160
Salaries and wages amount $601,698,000
Number of returns with salaries and wages 1,080
Salaries and wages amount $382,053
Number of returns with taxable interest 1,020
Taxable interest amount $5,084
Number of returns with ordinary dividends 820
Ordinary dividends amount $18,365,000
Number of returns with qualified dividends 790
Qualified dividends amount [6] $15,003
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $2,064
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $14,927,000
Number of returns with net capital gain (less loss) 820
Net capital gain (less loss) amount $53,174,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $6,126,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $7,908,000
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 130
Taxable Social Security benefits amount $3,372,000
Number of returns with partnership/S-corp net income (less loss) 450
Partnership/S-corp net income (less loss) amount $98,123,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $12,757,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,981,000
Number of returns with self-employment health insurance deduction 210
Self-employment health insurance deduction amount $3,033,000
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 90
Domestic production activities deduction amount $2,732,000
Number of returns with itemized deductions 1,150
Total itemized deductions amount $70,239,000
Amount of AGI for itemized returns $583,681,000
Number of returns with State and local income taxes 1,140
State and local income taxes amount $36,912,000
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 1,110
Real estate taxes amount $10,576,000
Number of returns with taxes paid 1,150
Taxes paid amount $49,298,000
Number of returns with mortgage interest paid 880
Mortgage interest paid amount $8,880,000
Number of returns with contributions 1,080
Contributions amount $15,676,000
Number of returns with taxable income 1,160
Taxable income amount $509,260,000
Number of returns with income tax before credits 1,160
Income tax before credits amount $146,097,000
Number of returns with alternative minimum tax 750
Alternative minimum tax amount $4,644,000
Number of returns with total tax credits 590
Total tax credits amount $930,000
Number of returns with foreign tax credit 470
Foreign tax credit amount $371,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $51,000
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 230
Self-employment tax amount $1,683,000
Number of returns with total tax payments 1,150
Total tax payments amount $150,819,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,160
Income tax amount [10] $144,581,000
Number of returns with tax liability 1,160
Total tax liability amount [11] $150,285,000
Number of returns with net investment income tax 730
Net investment income tax $2,040,000
Number of returns with tax due at time of filing 560
Tax due at time of filing amount [12] $11,545,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [13] $5,909,000
Number of returns with credit to next year’s estimated tax 180
Credited to next year’s estimated tax amount $6,079,000

[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.