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ZIP Code Database - Facts & Stats

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ZIP Code 01057 Income Tax Stats

IRS Tax Statistics by ZIP Code -- Statistics of Income: 2013

ZIP Code 01057 Data

Zip Code:01057
City:Monson
State:MA [Massachusetts]
Counties: HAMPDEN, MA
City Alias(es):Monson
Area Code:413
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




01057 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01057 [1] 4,170
Total Number of Single Tax Returns for ZIP Code 01057 1,680
Total Number of Joint Tax Returns for ZIP Code 01057 1,760
Total Number of Dependents for ZIP Code 01057 2,130
Total Adjusted Gross Income for ZIP Code 01057 $246,000,000
Average Income per Person for ZIP Code 01057 $28,826
Average Income per Household for ZIP Code 01057 $58,993

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


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 1,360
Number of single returns 1,080
Number of joint returns 150
Number of head of household returns 120
Number of returns with paid preparer's signature 710
Number of exemptions 1,420
Number of dependents 260
Adjust gross income (AGI) [2] $15,566,000
Number of returns with total income 1,360
Salaries and wages amount $15,916,000
Number of returns with salaries and wages 1,010
Salaries and wages amount $10,981
Number of returns with taxable interest 430
Taxable interest amount $185
Number of returns with ordinary dividends 170
Ordinary dividends amount $256,000
Number of returns with qualified dividends 160
Qualified dividends amount [3] $157
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $15
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,002,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $24,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $660,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $1,935,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $563,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $104,000
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 230
Total statutory adjustments amount $350,000
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 $126,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $65,000
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 100
Total itemized deductions amount $1,402,000
Amount of AGI for itemized returns $1,420,000
Number of returns with State and local income taxes 60
State and local income taxes amount $59,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $12,000
Number of returns with real estate taxes 90
Real estate taxes amount $292,000
Number of returns with taxes paid 100
Taxes paid amount $385,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $347,000
Number of returns with contributions 70
Contributions amount $90,000
Number of returns with taxable income 650
Taxable income amount $3,966,000
Number of returns with income tax before credits 630
Income tax before credits amount $413,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $56,000
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 50
Nonrefundable education credit amount $32,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 30
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $172,000
Number of returns with total tax payments 1,210
Total tax payments amount $1,920,000
Number of returns with earned income credit 290
Earned income credit amount [5] $561,000
Number of returns with excess earned income credit 250
Excess earned income credit (refundable) amount [6] $507,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $133,000
Number of returns with refundable education credit 60
Refundable education credit amount $49,000
Number of returns with income tax 550
Income tax amount [7] $357,000
Number of returns with tax liability 670
Total tax liability amount [8] $541,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [9] $113,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [10] $1,475,000

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

Number of returns [1] 910
Number of single returns 530
Number of joint returns 230
Number of head of household returns 130
Number of returns with paid preparer's signature 540
Number of exemptions 1,490
Number of dependents 360
Adjust gross income (AGI) [2] $33,383,000
Number of returns with total income 910
Salaries and wages amount $33,975,000
Number of returns with salaries and wages 750
Salaries and wages amount $24,627
Number of returns with taxable interest 370
Taxable interest amount $215
Number of returns with ordinary dividends 170
Ordinary dividends amount $251,000
Number of returns with qualified dividends 160
Qualified dividends amount [3] $167
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $76
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,488,000
Number of returns with net capital gain (less loss) 110
Net capital gain (less loss) amount $248,000
Number of returns with taxable individual retirement arrangements distributions 90
Taxable individual retirement arrangements distributions amount $928,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $3,780,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $934,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $940,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $251,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $591,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $215,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $182,000
Number of returns with IRA payments 40
IRA payments amount $177,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $121,000
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 230
Total itemized deductions amount $3,176,000
Amount of AGI for itemized returns $9,153,000
Number of returns with State and local income taxes 200
State and local income taxes amount $394,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $29,000
Number of returns with real estate taxes 210
Real estate taxes amount $751,000
Number of returns with taxes paid 230
Taxes paid amount $1,205,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,074,000
Number of returns with contributions 140
Contributions amount $185,000
Number of returns with taxable income 890
Taxable income amount $18,943,000
Number of returns with income tax before credits 880
Income tax before credits amount $2,345,000
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 $236,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
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 $58,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 130
Child tax credit amount $131,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 100
Self-employment tax amount $259,000
Number of returns with total tax payments 880
Total tax payments amount $3,792,000
Number of returns with earned income credit 130
Earned income credit amount [5] $199,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [6] $156,000
Number of returns with additional child tax credit 90
Additional child tax credit amount $105,000
Number of returns with refundable education credit 40
Refundable education credit amount $39,000
Number of returns with income tax 790
Income tax amount [7] $2,109,000
Number of returns with tax liability 820
Total tax liability amount [8] $2,391,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 130
Tax due at time of filing amount [9] $218,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [10] $1,597,000

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

Number of returns [1] 670
Number of single returns 230
Number of joint returns 350
Number of head of household returns 70
Number of returns with paid preparer's signature 440
Number of exemptions 1,440
Number of dependents 420
Adjust gross income (AGI) [2] $41,275,000
Number of returns with total income 670
Salaries and wages amount $41,829,000
Number of returns with salaries and wages 600
Salaries and wages amount $31,590
Number of returns with taxable interest 350
Taxable interest amount $184
Number of returns with ordinary dividends 150
Ordinary dividends amount $240,000
Number of returns with qualified dividends 140
Qualified dividends amount [3] $164
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $118
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $1,925,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $351,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $821,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $3,882,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $651,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $1,891,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $282,000
Number of returns with total statutory adjustments 210
Total statutory adjustments amount $555,000
Number of returns with educator expenses 30
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 40
Self-employment health insurance deduction amount $269,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $78,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $71,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,149,000
Amount of AGI for itemized returns $20,477,000
Number of returns with State and local income taxes 320
State and local income taxes amount $984,000
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 300
Real estate taxes amount $1,087,000
Number of returns with taxes paid 330
Taxes paid amount $2,135,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,762,000
Number of returns with contributions 210
Contributions amount $344,000
Number of returns with taxable income 670
Taxable income amount $26,933,000
Number of returns with income tax before credits 670
Income tax before credits amount $3,763,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $370,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $74,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 170
Child tax credit amount $256,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 90
Self-employment tax amount $298,000
Number of returns with total tax payments 660
Total tax payments amount $4,920,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $38,000
Number of returns with refundable education credit 50
Refundable education credit amount $46,000
Number of returns with income tax 640
Income tax amount [7] $3,393,000
Number of returns with tax liability 650
Total tax liability amount [8] $3,726,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [9] $324,000
Number of returns with overpayments refunded 520
Overpayments refunded amount [10] $1,484,000

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

Number of returns [1] 480
Number of single returns 80
Number of joint returns 370
Number of head of household returns 30
Number of returns with paid preparer's signature 320
Number of exemptions 1,210
Number of dependents 360
Adjust gross income (AGI) [2] $41,849,000
Number of returns with total income 480
Salaries and wages amount $42,467,000
Number of returns with salaries and wages 430
Salaries and wages amount $31,746
Number of returns with taxable interest 310
Taxable interest amount $248
Number of returns with ordinary dividends 140
Ordinary dividends amount $427,000
Number of returns with qualified dividends 130
Qualified dividends amount [3] $316
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $135
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,447,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $298,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $1,047,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $4,561,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $364,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $1,750,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $73,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $618,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $112,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $63,000
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 280
Total itemized deductions amount $5,300,000
Amount of AGI for itemized returns $24,699,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,192,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 280
Real estate taxes amount $1,034,000
Number of returns with taxes paid 280
Taxes paid amount $2,294,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,813,000
Number of returns with contributions 210
Contributions amount $306,000
Number of returns with taxable income 480
Taxable income amount $29,481,000
Number of returns with income tax before credits 480
Income tax before credits amount $4,261,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $363,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $106,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 140
Child tax credit amount $211,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 70
Self-employment tax amount $257,000
Number of returns with total tax payments 480
Total tax payments amount $5,198,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $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 $55,000
Number of returns with income tax 480
Income tax amount [7] $3,898,000
Number of returns with tax liability 480
Total tax liability amount [8] $4,188,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 100
Tax due at time of filing amount [9] $299,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [10] $1,272,000

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

Number of returns [1] 670
Number of single returns 60
Number of joint returns 580
Number of head of household returns 30
Number of returns with paid preparer's signature 450
Number of exemptions 1,890
Number of dependents 640
Adjust gross income (AGI) [2] $88,165,000
Number of returns with total income 670
Salaries and wages amount $89,245,000
Number of returns with salaries and wages 630
Salaries and wages amount $70,855
Number of returns with taxable interest 500
Taxable interest amount $239
Number of returns with ordinary dividends 230
Ordinary dividends amount $690,000
Number of returns with qualified dividends 220
Qualified dividends amount [3] $462
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $299
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,654,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $922,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $2,287,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $7,136,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $683,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,164,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $1,832,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $1,080,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
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 $352,000
Number of returns with IRA payments 30
IRA payments amount $137,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $114,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 570
Total itemized deductions amount $12,556,000
Amount of AGI for itemized returns $76,086,000
Number of returns with State and local income taxes 560
State and local income taxes amount $3,768,000
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 560
Real estate taxes amount $2,484,000
Number of returns with taxes paid 570
Taxes paid amount $6,454,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $3,984,000
Number of returns with contributions 490
Contributions amount $899,000
Number of returns with taxable income 670
Taxable income amount $66,980,000
Number of returns with income tax before credits 670
Income tax before credits amount $11,574,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 350
Total tax credits amount $467,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $148,000
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 $216,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 100
Self-employment tax amount $445,000
Number of returns with total tax payments 670
Total tax payments amount $12,828,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $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 $95,000
Number of returns with income tax 670
Income tax amount [7] $11,107,000
Number of returns with tax liability 670
Total tax liability amount [8] $11,563,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 210
Tax due at time of filing amount [9] $714,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [10] $1,837,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 80
Number of single returns 0
Number of joint returns 80
Number of head of household returns 0
Number of returns with paid preparer's signature 70
Number of exemptions 250
Number of dependents 90
Adjust gross income (AGI) [2] $25,762,000
Number of returns with total income 80
Salaries and wages amount $26,151,000
Number of returns with salaries and wages 80
Salaries and wages amount $17,476
Number of returns with taxable interest 70
Taxable interest amount $82
Number of returns with ordinary dividends 40
Ordinary dividends amount $247,000
Number of returns with qualified dividends 40
Qualified dividends amount [3] $148
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $34
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $616,000
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 0
Taxable pensions and annuities amount $0
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $3,926,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $234,000
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 80
Total itemized deductions amount $2,951,000
Amount of AGI for itemized returns $25,547,000
Number of returns with State and local income taxes 80
State and local income taxes amount $1,496,000
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 80
Real estate taxes amount $520,000
Number of returns with taxes paid 80
Taxes paid amount $2,049,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $621,000
Number of returns with contributions 80
Contributions amount $225,000
Number of returns with taxable income 80
Taxable income amount $22,013,000
Number of returns with income tax before credits 80
Income tax before credits amount $5,323,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $249,000
Number of returns with total tax credits 30
Total tax credits amount $15,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $3,000
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 0
Self-employment tax amount $0
Number of returns with total tax payments 80
Total tax payments amount $5,840,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $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 80
Income tax amount [7] $5,295,000
Number of returns with tax liability 80
Total tax liability amount [8] $5,449,000
Number of returns with Additional Medicare tax 30
Additional Medicare tax $25,000
Number of returns with net investment income tax 30
Net investment income tax $25,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [9] $450,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [10] $449,000

[1] 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] Does not include returns with adjusted gross deficit.

[3] “Qualified dividends” are ordinary dividends received in tax years beginning after 2002 that meet certain conditions and receive preferential tax rates. The maximum qualified dividends tax rate is 15%.

[4] 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.

[5] 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 6 below for explanation of the refundable portion of the earned income credit.

[6] 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.

[7] Income tax reflects the amount reported on Form 1040 line 55. It also includes data from Form 1040A and 1040EZ filers.

[8] “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.

[9] 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.

[10] The amount of overpayments the tax filer requested to have refunded.