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ZIP Code Database - Facts & Stats

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ZIP Code 54971 Income Tax Stats

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

ZIP Code 54971 Data

Zip Code:54971
City:Ripon
State:WI [Wisconsin]
Counties: FOND DU LAC, WI
City Alias(es):Ripon
Area Code:920
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





54971 Income Tax Overview

Total Number of Tax Returns for ZIP Code 54971 [1] 5,230
Total Number of Single Tax Returns for ZIP Code 54971 2,010
Total Number of Joint Tax Returns for ZIP Code 54971 2,100
Total Number of Dependents for ZIP Code 54971 2,490
Total Adjusted Gross Income for ZIP Code 54971 $288,010,000
Average Income per Person for ZIP Code 54971 $26,601
Average Income per Household for ZIP Code 54971 $55,069

The following tables break down the 2017 Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: 1 under $25,000

Number of returns 1,810
Number of single returns 1,440
Number of joint returns 210
Number of head of household returns 150
Number of returns with paid preparer's signature 870
Number of exemptions 1,920
Number of dependents 360
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 90
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 170
Number of elderly returns [4] 550
Adjust gross income (AGI) [5] $20,887,000
Number of returns with total income 1,810
Salaries and wages amount $21,246,000
Number of returns with salaries and wages 1,350
Salaries and wages amount $14,859
Number of returns with taxable interest 420
Taxable interest amount $256
Number of returns with ordinary dividends 270
Ordinary dividends amount $354,000
Number of returns with qualified dividends 240
Qualified dividends amount [6] $208
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $16
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $883,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $239,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $1,520,000
Number of returns with taxable pensions and annuities 360
Taxable pensions and annuities amount $2,540,000
Number of farm returns 30
Number of returns with unemployment compensation 60
Unemployment compensation amount [7] $189,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $185,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $359,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
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 $121,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $31,000
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 120
Total itemized deductions amount $1,762,000
Amount of AGI for itemized returns $1,776,000
Number of returns with State and local income taxes 40
State and local income taxes amount $29,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $36,000
Number of returns with real estate taxes 90
Real estate taxes amount $261,000
Number of returns with taxes paid 120
Taxes paid amount $347,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $133,000
Number of returns with contributions 70
Contributions amount $126,000
Number of returns with taxable income 800
Taxable income amount $4,635,000
Number of returns with income tax before credits 790
Income tax before credits amount $487,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $51,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $18,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 40
Child tax credit amount $15,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $182,000
Number of returns with total tax payments 1,570
Total tax payments amount $2,541,000
Number of returns with earned income credit 400
Earned income credit amount [8] $817,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [9] $737,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $204,000
Number of returns with refundable education credit 30
Refundable education credit amount $26,000
Number of returns with income tax 700
Income tax amount [10] $436,000
Number of returns with tax liability 830
Total tax liability amount [11] $669,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [12] $117,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [13] $1,971,000
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 1,320
Number of single returns 790
Number of joint returns 320
Number of head of household returns 200
Number of returns with paid preparer's signature 700
Number of exemptions 2,180
Number of dependents 550
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] 170
Number of elderly returns [4] 330
Adjust gross income (AGI) [5] $48,993,000
Number of returns with total income 1,320
Salaries and wages amount $49,727,000
Number of returns with salaries and wages 1,150
Salaries and wages amount $39,809
Number of returns with taxable interest 350
Taxable interest amount $215
Number of returns with ordinary dividends 220
Ordinary dividends amount $556,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $373
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,017,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $605,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,414,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $3,611,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $195,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $1,773,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $183,000
Number of returns with total statutory adjustments 300
Total statutory adjustments amount $734,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $167,000
Number of returns with IRA payments 50
IRA payments amount $168,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $168,000
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 210
Total itemized deductions amount $3,096,000
Amount of AGI for itemized returns $8,500,000
Number of returns with State and local income taxes 170
State and local income taxes amount $366,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $28,000
Number of returns with real estate taxes 180
Real estate taxes amount $559,000
Number of returns with taxes paid 210
Taxes paid amount $978,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $493,000
Number of returns with contributions 130
Contributions amount $286,000
Number of returns with taxable income 1,290
Taxable income amount $27,731,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $3,431,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $348,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $56,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $51,000
Number of returns with child tax credit 220
Child tax credit amount $204,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $273,000
Number of returns with total tax payments 1,290
Total tax payments amount $5,541,000
Number of returns with earned income credit 230
Earned income credit amount [8] $442,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [9] $354,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $198,000
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 1,130
Income tax amount [10] $3,083,000
Number of returns with tax liability 1,180
Total tax liability amount [11] $3,413,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $286,000
Number of returns with overpayments refunded 1,090
Overpayments refunded amount [13] $2,382,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $30,000

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

Number of returns 820
Number of single returns 300
Number of joint returns 450
Number of head of household returns 70
Number of returns with paid preparer's signature 520
Number of exemptions 1,780
Number of dependents 510
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] 270
Adjust gross income (AGI) [5] $50,829,000
Number of returns with total income 820
Salaries and wages amount $51,426,000
Number of returns with salaries and wages 700
Salaries and wages amount $38,365
Number of returns with taxable interest 320
Taxable interest amount $234
Number of returns with ordinary dividends 220
Ordinary dividends amount $535,000
Number of returns with qualified dividends 200
Qualified dividends amount [6] $372
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $133
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $975,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $848,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,681,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $4,738,000
Number of farm returns 40
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $124,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $3,362,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $386,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $597,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 20
Self-employment health insurance deduction amount $112,000
Number of returns with IRA payments 40
IRA payments amount $194,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $106,000
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 $58,000
Number of returns with itemized deductions 290
Total itemized deductions amount $4,558,000
Amount of AGI for itemized returns $18,019,000
Number of returns with State and local income taxes 260
State and local income taxes amount $875,000
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 250
Real estate taxes amount $777,000
Number of returns with taxes paid 290
Taxes paid amount $1,730,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $815,000
Number of returns with contributions 210
Contributions amount $593,000
Number of returns with taxable income 820
Taxable income amount $33,258,000
Number of returns with income tax before credits 820
Income tax before credits amount $4,554,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 360
Total tax credits amount $468,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $55,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 220
Child tax credit amount $358,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 90
Self-employment tax amount $237,000
Number of returns with total tax payments 810
Total tax payments amount $5,594,000
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 40
Additional child tax credit amount $43,000
Number of returns with refundable education credit 30
Refundable education credit amount $27,000
Number of returns with income tax 780
Income tax amount [10] $4,085,000
Number of returns with tax liability 790
Total tax liability amount [11] $4,349,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [12] $373,000
Number of returns with overpayments refunded 610
Overpayments refunded amount [13] $1,574,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $36,000

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

Number of returns 610
Number of single returns 70
Number of joint returns 520
Number of head of household returns 30
Number of returns with paid preparer's signature 410
Number of exemptions 1,600
Number of dependents 470
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 20
Number of elderly returns [4] 200
Adjust gross income (AGI) [5] $52,496,000
Number of returns with total income 610
Salaries and wages amount $53,205,000
Number of returns with salaries and wages 530
Salaries and wages amount $39,150
Number of returns with taxable interest 270
Taxable interest amount $249
Number of returns with ordinary dividends 200
Ordinary dividends amount $645,000
Number of returns with qualified dividends 190
Qualified dividends amount [6] $453
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $116
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,486,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $1,013,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,018,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,246,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [7] $140,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,975,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $530,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $709,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $191,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $92,000
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 250
Total itemized deductions amount $4,659,000
Amount of AGI for itemized returns $21,478,000
Number of returns with State and local income taxes 230
State and local income taxes amount $960,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $29,000
Number of returns with real estate taxes 230
Real estate taxes amount $883,000
Number of returns with taxes paid 250
Taxes paid amount $1,909,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,071,000
Number of returns with contributions 190
Contributions amount $694,000
Number of returns with taxable income 610
Taxable income amount $36,769,000
Number of returns with income tax before credits 610
Income tax before credits amount $5,040,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 300
Total tax credits amount $458,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $18,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $100,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $328,000
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 $337,000
Number of returns with total tax payments 600
Total tax payments amount $5,813,000
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 60
Refundable education credit amount $56,000
Number of returns with income tax 600
Income tax amount [10] $4,582,000
Number of returns with tax liability 600
Total tax liability amount [11] $4,965,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 170
Tax due at time of filing amount [12] $411,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [13] $1,215,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $44,000

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

Number of returns 570
Number of single returns 60
Number of joint returns 510
Number of head of household returns 0
Number of returns with paid preparer's signature 360
Number of exemptions 1,600
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] 30
Number of elderly returns [4] 190
Adjust gross income (AGI) [5] $72,310,000
Number of returns with total income 570
Salaries and wages amount $73,096,000
Number of returns with salaries and wages 500
Salaries and wages amount $53,709
Number of returns with taxable interest 340
Taxable interest amount $366
Number of returns with ordinary dividends 230
Ordinary dividends amount $1,296,000
Number of returns with qualified dividends 220
Qualified dividends amount [6] $988
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $286
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $722,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $2,021,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,637,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $6,404,000
Number of farm returns 50
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 $3,065,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $1,352,000
Number of returns with total statutory adjustments 220
Total statutory adjustments amount $786,000
Number of returns with educator expenses 30
Educator expenses amount $9,000
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 $497,000
Number of returns with IRA payments 20
IRA payments amount $100,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $81,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $385,000
Number of returns with itemized deductions 410
Total itemized deductions amount $8,904,000
Amount of AGI for itemized returns $53,799,000
Number of returns with State and local income taxes 410
State and local income taxes amount $2,846,000
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 380
Real estate taxes amount $1,647,000
Number of returns with taxes paid 410
Taxes paid amount $4,594,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,669,000
Number of returns with contributions 350
Contributions amount $1,550,000
Number of returns with taxable income 570
Taxable income amount $54,932,000
Number of returns with income tax before credits 570
Income tax before credits amount $8,928,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 310
Total tax credits amount $397,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $101,000
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 $217,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 80
Self-employment tax amount $252,000
Number of returns with total tax payments 560
Total tax payments amount $9,507,000
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 60
Refundable education credit amount $62,000
Number of returns with income tax 560
Income tax amount [10] $8,531,000
Number of returns with tax liability 570
Total tax liability amount [11] $8,823,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [12] $722,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [13] $1,233,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $414,000

Adjusted Gross Income: $200,000 or more

Number of returns 100
Number of single returns 0
Number of joint returns 90
Number of head of household returns 0
Number of returns with paid preparer's signature 90
Number of exemptions 280
Number of dependents 80
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] 40
Adjust gross income (AGI) [5] $42,495,000
Number of returns with total income 100
Salaries and wages amount $43,486,000
Number of returns with salaries and wages 90
Salaries and wages amount $20,498
Number of returns with taxable interest 90
Taxable interest amount $459
Number of returns with ordinary dividends 70
Ordinary dividends amount $3,278,000
Number of returns with qualified dividends 70
Qualified dividends amount [6] $2,967
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $171
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $2,000,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $3,903,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $978,000
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 20
Taxable Social Security benefits amount $535,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $7,570,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $991,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 100
Total itemized deductions amount $4,723,000
Amount of AGI for itemized returns $40,981,000
Number of returns with State and local income taxes 90
State and local income taxes amount $2,308,000
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 90
Real estate taxes amount $718,000
Number of returns with taxes paid 100
Taxes paid amount $3,137,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $508,000
Number of returns with contributions 90
Contributions amount $1,116,000
Number of returns with taxable income 100
Taxable income amount $37,005,000
Number of returns with income tax before credits 100
Income tax before credits amount $9,646,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $355,000
Number of returns with total tax credits 40
Total tax credits amount $36,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $24,000
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 30
Self-employment tax amount $242,000
Number of returns with total tax payments 100
Total tax payments amount $9,872,000
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 100
Income tax amount [10] $9,578,000
Number of returns with tax liability 100
Total tax liability amount [11] $10,134,000
Number of returns with net investment income tax 60
Net investment income tax $252,000
Number of returns with tax due at time of filing 60
Tax due at time of filing amount [12] $1,654,000
Number of returns with overpayments refunded 30
Overpayments refunded amount [13] $375,000
Number of returns with credit to next year’s estimated tax 0
Credited to next year’s estimated tax amount $0

[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.