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ZIP Code Database - Facts & Stats

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ZIP Code 54981 Income Tax Stats

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

ZIP Code 54981 Data

Zip Code:54981
City:Waupaca
State:WI [Wisconsin]
Counties: WAUPACA, WI
City Alias(es):Waupaca
Area Code:715 / 534
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]


54981 Income Tax Overview

Total Number of Tax Returns for ZIP Code 54981 [1] 7,460
Total Number of Single Tax Returns for ZIP Code 54981 2,970
Total Number of Joint Tax Returns for ZIP Code 54981 3,110
Total Number of Dependents for ZIP Code 54981 3,400
Total Adjusted Gross Income for ZIP Code 54981 $438,846,000
Average Income per Person for ZIP Code 54981 $28,448
Average Income per Household for ZIP Code 54981 $58,827

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 2,600
Number of single returns 1,970
Number of joint returns 350
Number of head of household returns 260
Number of returns with paid preparer's signature 1,460
Number of exemptions 2,990
Number of dependents 600
Total number of volunteer prepared returns [5] 90
Number of volunteer income tax assistance (VITA) prepared returns [3] 40
Number of tax counseling for the elderly (TCE) prepared returns [3] 50
Number of volunteer prepared returns with Earned Income Credit 20
Number of refund anticipation check returns [3] 250
Number of elderly returns [4] 810
Adjust gross income (AGI) [5] $30,119,000
Number of returns with total income 2,600
Salaries and wages amount $30,544,000
Number of returns with salaries and wages 1,890
Salaries and wages amount $21,629
Number of returns with taxable interest 640
Taxable interest amount $370
Number of returns with ordinary dividends 360
Ordinary dividends amount $611,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $353
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $33
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $1,422,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $461,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $2,070,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $3,734,000
Number of farm returns 20
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $149,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $303,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $28,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $425,000
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 80
Student loan interest deduction amount $61,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $41,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $49,000
Number of returns with itemized deductions 190
Total itemized deductions amount $3,022,000
Amount of AGI for itemized returns $2,606,000
Number of returns with State and local income taxes 50
State and local income taxes amount $46,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $73,000
Number of returns with real estate taxes 150
Real estate taxes amount $556,000
Number of returns with taxes paid 180
Taxes paid amount $711,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $334,000
Number of returns with contributions 120
Contributions amount $252,000
Number of returns with taxable income 1,140
Taxable income amount $6,708,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $710,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 250
Total tax credits amount $82,000
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 60
Nonrefundable education credit amount $38,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 50
Child tax credit amount $19,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $237,000
Number of returns with total tax payments 2,200
Total tax payments amount $4,031,000
Number of returns with earned income credit 650
Earned income credit amount [8] $1,401,000
Number of returns with excess earned income credit 560
Excess earned income credit (refundable) amount [9] $1,285,000
Number of returns with additional child tax credit 320
Additional child tax credit amount $361,000
Number of returns with refundable education credit 70
Refundable education credit amount $54,000
Number of returns with income tax 990
Income tax amount [10] $628,000
Number of returns with tax liability 1,200
Total tax liability amount [11] $918,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $142,000
Number of returns with overpayments refunded 2,050
Overpayments refunded amount [13] $3,207,000
Number of returns with credit to next year’s estimated tax 20
Credited to next year’s estimated tax amount $36,000

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

Number of returns 1,780
Number of single returns 1,040
Number of joint returns 520
Number of head of household returns 190
Number of returns with paid preparer's signature 1,130
Number of exemptions 3,000
Number of dependents 720
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] 220
Number of elderly returns [4] 530
Adjust gross income (AGI) [5] $65,021,000
Number of returns with total income 1,780
Salaries and wages amount $66,162,000
Number of returns with salaries and wages 1,450
Salaries and wages amount $49,536
Number of returns with taxable interest 500
Taxable interest amount $397
Number of returns with ordinary dividends 300
Ordinary dividends amount $778,000
Number of returns with qualified dividends 290
Qualified dividends amount [6] $545
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $181
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $1,361,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,081,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $3,180,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $6,437,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [7] $197,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $2,952,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount ($239,000)
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,141,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
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 $203,000
Number of returns with IRA payments 70
IRA payments amount $236,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $173,000
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 380
Total itemized deductions amount $6,075,000
Amount of AGI for itemized returns $14,414,000
Number of returns with State and local income taxes 280
State and local income taxes amount $577,000
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 330
Real estate taxes amount $1,230,000
Number of returns with taxes paid 380
Taxes paid amount $1,938,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $959,000
Number of returns with contributions 260
Contributions amount $653,000
Number of returns with taxable income 1,720
Taxable income amount $35,020,000
Number of returns with income tax before credits 1,700
Income tax before credits amount $4,320,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $454,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $29,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $81,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $62,000
Number of returns with child tax credit 280
Child tax credit amount $275,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $397,000
Number of returns with total tax payments 1,730
Total tax payments amount $7,468,000
Number of returns with earned income credit 300
Earned income credit amount [8] $581,000
Number of returns with excess earned income credit 230
Excess earned income credit (refundable) amount [9] $464,000
Number of returns with additional child tax credit 200
Additional child tax credit amount $267,000
Number of returns with refundable education credit 50
Refundable education credit amount $46,000
Number of returns with income tax 1,500
Income tax amount [10] $3,866,000
Number of returns with tax liability 1,570
Total tax liability amount [11] $4,359,000
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] $405,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [13] $3,407,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $56,000

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

Number of returns 1,200
Number of single returns 440
Number of joint returns 670
Number of head of household returns 80
Number of returns with paid preparer's signature 780
Number of exemptions 2,560
Number of dependents 690
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] 110
Number of elderly returns [4] 410
Adjust gross income (AGI) [5] $73,794,000
Number of returns with total income 1,200
Salaries and wages amount $74,766,000
Number of returns with salaries and wages 1,000
Salaries and wages amount $53,290
Number of returns with taxable interest 450
Taxable interest amount $326
Number of returns with ordinary dividends 290
Ordinary dividends amount $774,000
Number of returns with qualified dividends 260
Qualified dividends amount [6] $562
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $235
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,357,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $1,392,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,437,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $8,214,000
Number of farm returns 30
Number of returns with unemployment compensation 50
Unemployment compensation amount [7] $165,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $5,258,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($106,000)
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $972,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $168,000
Number of returns with IRA payments 40
IRA payments amount $195,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $136,000
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 450
Total itemized deductions amount $7,409,000
Amount of AGI for itemized returns $28,051,000
Number of returns with State and local income taxes 400
State and local income taxes amount $1,249,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $63,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,590,000
Number of returns with taxes paid 450
Taxes paid amount $2,976,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $1,552,000
Number of returns with contributions 320
Contributions amount $863,000
Number of returns with taxable income 1,190
Taxable income amount $47,892,000
Number of returns with income tax before credits 1,180
Income tax before credits amount $6,555,000
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 $623,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $77,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 290
Child tax credit amount $471,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 130
Self-employment tax amount $361,000
Number of returns with total tax payments 1,190
Total tax payments amount $8,104,000
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 $60,000
Number of returns with refundable education credit 40
Refundable education credit amount $41,000
Number of returns with income tax 1,140
Income tax amount [10] $5,932,000
Number of returns with tax liability 1,150
Total tax liability amount [11] $6,361,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [12] $576,000
Number of returns with overpayments refunded 850
Overpayments refunded amount [13] $2,227,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $87,000

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

Number of returns 820
Number of single returns 140
Number of joint returns 630
Number of head of household returns 30
Number of returns with paid preparer's signature 580
Number of exemptions 2,040
Number of dependents 590
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] 290
Adjust gross income (AGI) [5] $70,318,000
Number of returns with total income 820
Salaries and wages amount $71,223,000
Number of returns with salaries and wages 670
Salaries and wages amount $48,816
Number of returns with taxable interest 390
Taxable interest amount $351
Number of returns with ordinary dividends 220
Ordinary dividends amount $1,028,000
Number of returns with qualified dividends 210
Qualified dividends amount [6] $766
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $222
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $1,906,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $1,599,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,468,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $8,071,000
Number of farm returns 30
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $90,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $4,811,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $592,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $905,000
Number of returns with educator expenses 40
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 30
Self-employment health insurance deduction amount $168,000
Number of returns with IRA payments 30
IRA payments amount $133,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $148,000
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 410
Total itemized deductions amount $7,846,000
Amount of AGI for itemized returns $35,338,000
Number of returns with State and local income taxes 390
State and local income taxes amount $1,604,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $55,000
Number of returns with real estate taxes 390
Real estate taxes amount $1,775,000
Number of returns with taxes paid 410
Taxes paid amount $3,501,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $1,601,000
Number of returns with contributions 320
Contributions amount $1,085,000
Number of returns with taxable income 810
Taxable income amount $49,183,000
Number of returns with income tax before credits 810
Income tax before credits amount $6,898,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $599,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $27,000
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 240
Child tax credit amount $427,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 110
Self-employment tax amount $319,000
Number of returns with total tax payments 810
Total tax payments amount $7,953,000
Number of returns with earned income credit 0
Earned income credit amount [8] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [9] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 50
Refundable education credit amount $53,000
Number of returns with income tax 800
Income tax amount [10] $6,298,000
Number of returns with tax liability 800
Total tax liability amount [11] $6,656,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 230
Tax due at time of filing amount [12] $505,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [13] $1,723,000
Number of returns with credit to next year’s estimated tax 40
Credited to next year’s estimated tax amount $73,000

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

Number of returns 880
Number of single returns 80
Number of joint returns 780
Number of head of household returns 30
Number of returns with paid preparer's signature 630
Number of exemptions 2,360
Number of dependents 700
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] 300
Adjust gross income (AGI) [5] $112,799,000
Number of returns with total income 880
Salaries and wages amount $114,625,000
Number of returns with salaries and wages 750
Salaries and wages amount $77,562
Number of returns with taxable interest 510
Taxable interest amount $794
Number of returns with ordinary dividends 360
Ordinary dividends amount $2,156,000
Number of returns with qualified dividends 340
Qualified dividends amount [6] $1,659
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $463
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,845,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $3,857,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $6,128,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $11,217,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [7] $90,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $5,552,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,941,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,826,000
Number of returns with educator expenses 70
Educator expenses amount $20,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $661,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $350,000
Number of returns with IRA payments 50
IRA payments amount $224,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $113,000
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 $544,000
Number of returns with itemized deductions 680
Total itemized deductions amount $15,941,000
Amount of AGI for itemized returns $89,169,000
Number of returns with State and local income taxes 670
State and local income taxes amount $4,616,000
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 660
Real estate taxes amount $3,588,000
Number of returns with taxes paid 680
Taxes paid amount $8,561,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $3,116,000
Number of returns with contributions 560
Contributions amount $2,163,000
Number of returns with taxable income 880
Taxable income amount $84,847,000
Number of returns with income tax before credits 870
Income tax before credits amount $13,825,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $574,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $32,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $171,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $296,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 110
Self-employment tax amount $493,000
Number of returns with total tax payments 870
Total tax payments amount $14,966,000
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 100
Refundable education credit amount $103,000
Number of returns with income tax 870
Income tax amount [10] $13,251,000
Number of returns with tax liability 870
Total tax liability amount [11] $13,860,000
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 310
Tax due at time of filing amount [12] $1,278,000
Number of returns with overpayments refunded 530
Overpayments refunded amount [13] $2,098,000
Number of returns with credit to next year’s estimated tax 50
Credited to next year’s estimated tax amount $267,000

Adjusted Gross Income: $200,000 or more

Number of returns 180
Number of single returns 20
Number of joint returns 160
Number of head of household returns 0
Number of returns with paid preparer's signature 150
Number of exemptions 440
Number of dependents 100
Total number of volunteer prepared returns [5] 0
Number of volunteer income tax assistance (VITA) prepared returns [3] 0
Number of tax counseling for the elderly (TCE) prepared returns [3] 0
Number of volunteer prepared returns with Earned Income Credit 0
Number of refund anticipation check returns [3] 0
Number of elderly returns [4] 90
Adjust gross income (AGI) [5] $86,795,000
Number of returns with total income 180
Salaries and wages amount $88,488,000
Number of returns with salaries and wages 140
Salaries and wages amount $36,413
Number of returns with taxable interest 160
Taxable interest amount $837
Number of returns with ordinary dividends 140
Ordinary dividends amount $5,434,000
Number of returns with qualified dividends 130
Qualified dividends amount [6] $4,689
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $296
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $2,329,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $23,961,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $4,886,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $2,857,000
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 60
Taxable Social Security benefits amount $1,713,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $8,188,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,693,000
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 $442,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $10,599,000
Amount of AGI for itemized returns $83,977,000
Number of returns with State and local income taxes 170
State and local income taxes amount $4,931,000
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 160
Real estate taxes amount $1,778,000
Number of returns with taxes paid 170
Taxes paid amount $7,083,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $986,000
Number of returns with contributions 160
Contributions amount $2,784,000
Number of returns with taxable income 180
Taxable income amount $74,894,000
Number of returns with income tax before credits 180
Income tax before credits amount $19,466,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $887,000
Number of returns with total tax credits 90
Total tax credits amount $93,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $40,000
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 40
Self-employment tax amount $317,000
Number of returns with total tax payments 180
Total tax payments amount $18,719,000
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 180
Income tax amount [10] $19,326,000
Number of returns with tax liability 180
Total tax liability amount [11] $20,409,000
Number of returns with net investment income tax 110
Net investment income tax $448,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [12] $3,424,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [13] $748,000
Number of returns with credit to next year’s estimated tax 30
Credited to next year’s estimated tax amount $972,000

[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.