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ZIP Code Database - Facts & Stats

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ZIP Code 01520 Income Tax Stats

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

ZIP Code 01520 Data

Zip Code:01520
City:Holden
State:MA [Massachusetts]
Counties: WORCESTER, MA
City Alias(es):Holden
Area Code:774 / 508
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




01520 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01520 [1] 7,420
Total Number of Single Tax Returns for ZIP Code 01520 3,120
Total Number of Joint Tax Returns for ZIP Code 01520 3,580
Total Number of Dependents for ZIP Code 01520 4,690
Total Adjusted Gross Income for ZIP Code 01520 $620,672,000
Average Income per Person for ZIP Code 01520 $44,343
Average Income per Household for ZIP Code 01520 $83,649

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] 2,020
Number of single returns 1,720
Number of joint returns 180
Number of head of household returns 90
Number of returns with paid preparer's signature 940
Number of exemptions 1,670
Number of dependents 240
Adjust gross income (AGI) [2] $21,238,000
Number of returns with total income 2,020
Salaries and wages amount $21,904,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $14,836
Number of returns with taxable interest 560
Taxable interest amount $319
Number of returns with ordinary dividends 340
Ordinary dividends amount $554,000
Number of returns with qualified dividends 310
Qualified dividends amount [3] $285
Number of returns with state and local income tax refunds 60
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,293,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $221,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,224,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $2,643,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $638,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $222,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $49,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $667,000
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 $157,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $141,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $89,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $3,425,000
Amount of AGI for itemized returns $2,796,000
Number of returns with State and local income taxes 110
State and local income taxes amount $131,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $30,000
Number of returns with real estate taxes 160
Real estate taxes amount $740,000
Number of returns with taxes paid 200
Taxes paid amount $947,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $628,000
Number of returns with contributions 140
Contributions amount $162,000
Number of returns with taxable income 940
Taxable income amount $5,673,000
Number of returns with income tax before credits 890
Income tax before credits amount $593,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $87,000
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 100
Nonrefundable education credit amount $61,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 30
Child tax credit amount $8,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 170
Self-employment tax amount $215,000
Number of returns with total tax payments 1,750
Total tax payments amount $2,343,000
Number of returns with earned income credit 300
Earned income credit amount [5] $527,000
Number of returns with excess earned income credit 260
Excess earned income credit (refundable) amount [6] $455,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $123,000
Number of returns with refundable education credit 80
Refundable education credit amount $69,000
Number of returns with income tax 790
Income tax amount [7] $505,000
Number of returns with tax liability 920
Total tax liability amount [8] $733,000
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] $141,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [10] $1,733,000

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

Number of returns [1] 1,160
Number of single returns 740
Number of joint returns 250
Number of head of household returns 140
Number of returns with paid preparer's signature 620
Number of exemptions 1,790
Number of dependents 400
Adjust gross income (AGI) [2] $42,915,000
Number of returns with total income 1,160
Salaries and wages amount $43,815,000
Number of returns with salaries and wages 930
Salaries and wages amount $31,191
Number of returns with taxable interest 460
Taxable interest amount $388
Number of returns with ordinary dividends 270
Ordinary dividends amount $641,000
Number of returns with qualified dividends 250
Qualified dividends amount [3] $403
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $82
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,761,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $298,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,626,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $4,854,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $969,000
Number of returns with taxable Social Security benefits 270
Taxable Social Security benefits amount $1,964,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount ($240,000)
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $900,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
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 $220,000
Number of returns with IRA payments 40
IRA payments amount $130,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $244,000
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 370
Total itemized deductions amount $5,823,000
Amount of AGI for itemized returns $14,157,000
Number of returns with State and local income taxes 310
State and local income taxes amount $563,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $38,000
Number of returns with real estate taxes 330
Real estate taxes amount $1,319,000
Number of returns with taxes paid 370
Taxes paid amount $1,989,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,687,000
Number of returns with contributions 270
Contributions amount $513,000
Number of returns with taxable income 1,120
Taxable income amount $24,270,000
Number of returns with income tax before credits 1,110
Income tax before credits amount $3,013,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $316,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $4,000
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 120
Nonrefundable education credit amount $115,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 150
Child tax credit amount $149,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 120
Self-employment tax amount $312,000
Number of returns with total tax payments 1,120
Total tax payments amount $4,830,000
Number of returns with earned income credit 140
Earned income credit amount [5] $218,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [6] $161,000
Number of returns with additional child tax credit 100
Additional child tax credit amount $132,000
Number of returns with refundable education credit 60
Refundable education credit amount $54,000
Number of returns with income tax 1,000
Income tax amount [7] $2,697,000
Number of returns with tax liability 1,050
Total tax liability amount [8] $3,018,000
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 180
Tax due at time of filing amount [9] $271,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [10] $2,031,000

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

Number of returns [1] 1,020
Number of single returns 400
Number of joint returns 460
Number of head of household returns 130
Number of returns with paid preparer's signature 620
Number of exemptions 2,080
Number of dependents 610
Adjust gross income (AGI) [2] $63,254,000
Number of returns with total income 1,020
Salaries and wages amount $64,162,000
Number of returns with salaries and wages 870
Salaries and wages amount $46,688
Number of returns with taxable interest 560
Taxable interest amount $438
Number of returns with ordinary dividends 300
Ordinary dividends amount $746,000
Number of returns with qualified dividends 280
Qualified dividends amount [3] $527
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $198
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $1,909,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $514,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $2,398,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $6,677,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $686,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $3,440,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $194,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $908,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $200,000
Number of returns with IRA payments 40
IRA payments amount $161,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $157,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 580
Total itemized deductions amount $9,827,000
Amount of AGI for itemized returns $36,568,000
Number of returns with State and local income taxes 540
State and local income taxes amount $1,660,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $33,000
Number of returns with real estate taxes 550
Real estate taxes amount $2,345,000
Number of returns with taxes paid 580
Taxes paid amount $4,159,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $3,267,000
Number of returns with contributions 470
Contributions amount $769,000
Number of returns with taxable income 1,010
Taxable income amount $41,023,000
Number of returns with income tax before credits 1,010
Income tax before credits amount $5,760,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $620,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $152,000
Number of returns with retirement savings contribution credit 20
Retirement savings contribution credit amount $5,000
Number of returns with child tax credit 260
Child tax credit amount $400,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 120
Self-employment tax amount $306,000
Number of returns with total tax payments 1,000
Total tax payments amount $7,679,000
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 40
Additional child tax credit amount $45,000
Number of returns with refundable education credit 80
Refundable education credit amount $81,000
Number of returns with income tax 970
Income tax amount [7] $5,141,000
Number of returns with tax liability 980
Total tax liability amount [8] $5,500,000
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 190
Tax due at time of filing amount [9] $390,000
Number of returns with overpayments refunded 800
Overpayments refunded amount [10] $2,507,000

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

Number of returns [1] 820
Number of single returns 190
Number of joint returns 570
Number of head of household returns 50
Number of returns with paid preparer's signature 490
Number of exemptions 2,040
Number of dependents 650
Adjust gross income (AGI) [2] $71,078,000
Number of returns with total income 820
Salaries and wages amount $72,053,000
Number of returns with salaries and wages 710
Salaries and wages amount $52,209
Number of returns with taxable interest 490
Taxable interest amount $568
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,010,000
Number of returns with qualified dividends 250
Qualified dividends amount [3] $648
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $250
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,453,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $430,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,686,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $7,432,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $476,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $3,664,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $401,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $975,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
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 $243,000
Number of returns with IRA payments 30
IRA payments amount $154,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $135,000
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 580
Total itemized deductions amount $12,021,000
Amount of AGI for itemized returns $50,553,000
Number of returns with State and local income taxes 560
State and local income taxes amount $2,340,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $45,000
Number of returns with real estate taxes 560
Real estate taxes amount $2,905,000
Number of returns with taxes paid 580
Taxes paid amount $5,457,000
Number of returns with mortgage interest paid 490
Mortgage interest paid amount $3,922,000
Number of returns with contributions 480
Contributions amount $861,000
Number of returns with taxable income 820
Taxable income amount $48,587,000
Number of returns with income tax before credits 820
Income tax before credits amount $7,157,000
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 $659,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $136,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $452,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 120
Self-employment tax amount $409,000
Number of returns with total tax payments 820
Total tax payments amount $8,922,000
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 70
Refundable education credit amount $72,000
Number of returns with income tax 810
Income tax amount [7] $6,498,000
Number of returns with tax liability 810
Total tax liability amount [8] $6,983,000
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 170
Tax due at time of filing amount [9] $498,000
Number of returns with overpayments refunded 620
Overpayments refunded amount [10] $2,347,000

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

Number of returns [1] 1,870
Number of single returns 170
Number of joint returns 1,630
Number of head of household returns 70
Number of returns with paid preparer's signature 1,090
Number of exemptions 5,620
Number of dependents 2,120
Adjust gross income (AGI) [2] $256,282,000
Number of returns with total income 1,870
Salaries and wages amount $258,974,000
Number of returns with salaries and wages 1,720
Salaries and wages amount $207,537
Number of returns with taxable interest 1,270
Taxable interest amount $1,291
Number of returns with ordinary dividends 790
Ordinary dividends amount $3,135,000
Number of returns with qualified dividends 740
Qualified dividends amount [3] $2,222
Number of returns with state and local income tax refunds 1,170
State and local income tax refunds amount $755
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $7,323,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $3,060,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $6,813,000
Number of returns with taxable pensions and annuities 470
Taxable pensions and annuities amount $16,224,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [4] $1,427,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $6,371,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $3,715,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $2,692,000
Number of returns with educator expenses 230
Educator expenses amount $63,000
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 50
Self-employment health insurance deduction amount $526,000
Number of returns with IRA payments 60
IRA payments amount $343,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $271,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $173,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,680
Total itemized deductions amount $40,491,000
Amount of AGI for itemized returns $233,797,000
Number of returns with State and local income taxes 1,640
State and local income taxes amount $11,197,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 1,650
Real estate taxes amount $8,724,000
Number of returns with taxes paid 1,680
Taxes paid amount $20,579,000
Number of returns with mortgage interest paid 1,500
Mortgage interest paid amount $12,972,000
Number of returns with contributions 1,520
Contributions amount $3,754,000
Number of returns with taxable income 1,860
Taxable income amount $191,620,000
Number of returns with income tax before credits 1,860
Income tax before credits amount $33,331,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $86,000
Number of returns with total tax credits 990
Total tax credits amount $1,229,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $35,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $137,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $332,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 490
Child tax credit amount $658,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 270
Self-employment tax amount $1,046,000
Number of returns with total tax payments 1,850
Total tax payments amount $36,365,000
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 210
Refundable education credit amount $209,000
Number of returns with income tax 1,860
Income tax amount [7] $32,102,000
Number of returns with tax liability 1,860
Total tax liability amount [8] $33,354,000
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 600
Tax due at time of filing amount [9] $2,533,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [10] $5,297,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 530
Number of single returns 30
Number of joint returns 490
Number of head of household returns 0
Number of returns with paid preparer's signature 370
Number of exemptions 1,690
Number of dependents 670
Adjust gross income (AGI) [2] $165,905,000
Number of returns with total income 530
Salaries and wages amount $168,828,000
Number of returns with salaries and wages 490
Salaries and wages amount $119,912
Number of returns with taxable interest 440
Taxable interest amount $1,131
Number of returns with ordinary dividends 330
Ordinary dividends amount $2,448,000
Number of returns with qualified dividends 320
Qualified dividends amount [3] $1,759
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $332
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $8,059,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $11,669,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $3,205,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,698,000
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 70
Taxable Social Security benefits amount $1,655,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $13,589,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $2,923,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,342,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $670,000
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 520
Total itemized deductions amount $19,799,000
Amount of AGI for itemized returns $161,717,000
Number of returns with State and local income taxes 510
State and local income taxes amount $8,603,000
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 510
Real estate taxes amount $3,903,000
Number of returns with taxes paid 520
Taxes paid amount $12,789,000
Number of returns with mortgage interest paid 420
Mortgage interest paid amount $4,309,000
Number of returns with contributions 490
Contributions amount $2,203,000
Number of returns with taxable income 530
Taxable income amount $140,798,000
Number of returns with income tax before credits 530
Income tax before credits amount $35,300,000
Number of returns with alternative minimum tax 340
Alternative minimum tax amount $1,622,000
Number of returns with total tax credits 240
Total tax credits amount $195,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $37,000
Number of returns with self-employment tax 130
Self-employment tax amount $1,112,000
Number of returns with total tax payments 530
Total tax payments amount $34,761,000
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 530
Income tax amount [7] $35,106,000
Number of returns with tax liability 530
Total tax liability amount [8] $36,764,000
Number of returns with Additional Medicare tax 270
Additional Medicare tax $289,000
Number of returns with net investment income tax 240
Net investment income tax $289,000
Number of returns with tax due at time of filing 270
Tax due at time of filing amount [9] $4,478,000
Number of returns with overpayments refunded 200
Overpayments refunded amount [10] $1,638,000

[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.