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ZIP Code Database - Facts & Stats

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ZIP Code 01564 Income Tax Stats

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

ZIP Code 01564 Data

Zip Code:01564
City:Sterling
State:MA [Massachusetts]
Counties: WORCESTER, MA
City Alias(es):Sterling
Area Code:978
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




01564 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01564 [1] 3,900
Total Number of Single Tax Returns for ZIP Code 01564 1,590
Total Number of Joint Tax Returns for ZIP Code 01564 1,890
Total Number of Dependents for ZIP Code 01564 2,330
Total Adjusted Gross Income for ZIP Code 01564 $343,187,000
Average Income per Person for ZIP Code 01564 $43,953
Average Income per Household for ZIP Code 01564 $87,997

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] 1,090
Number of single returns 910
Number of joint returns 110
Number of head of household returns 60
Number of returns with paid preparer's signature 550
Number of exemptions 920
Number of dependents 120
Adjust gross income (AGI) [2] $11,595,000
Number of returns with total income 1,090
Salaries and wages amount $11,960,000
Number of returns with salaries and wages 820
Salaries and wages amount $8,049
Number of returns with taxable interest 290
Taxable interest amount $160
Number of returns with ordinary dividends 180
Ordinary dividends amount $287,000
Number of returns with qualified dividends 160
Qualified dividends amount [3] $142
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $17
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $954,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $102,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $582,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $1,483,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $367,000
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $93,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $6,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $366,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
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 $124,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $77,000
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 110
Total itemized deductions amount $2,106,000
Amount of AGI for itemized returns $1,448,000
Number of returns with State and local income taxes 50
State and local income taxes amount $55,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $31,000
Number of returns with real estate taxes 90
Real estate taxes amount $422,000
Number of returns with taxes paid 110
Taxes paid amount $529,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $465,000
Number of returns with contributions 60
Contributions amount $72,000
Number of returns with taxable income 510
Taxable income amount $3,103,000
Number of returns with income tax before credits 490
Income tax before credits amount $327,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $34,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $13,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $27,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $4,000
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 110
Self-employment tax amount $160,000
Number of returns with total tax payments 930
Total tax payments amount $1,261,000
Number of returns with earned income credit 170
Earned income credit amount [5] $254,000
Number of returns with excess earned income credit 120
Excess earned income credit (refundable) amount [6] $181,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $60,000
Number of returns with refundable education credit 50
Refundable education credit amount $40,000
Number of returns with income tax 440
Income tax amount [7] $292,000
Number of returns with tax liability 520
Total tax liability amount [8] $458,000
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] $95,000
Number of returns with overpayments refunded 830
Overpayments refunded amount [10] $865,000

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

Number of returns [1] 670
Number of single returns 420
Number of joint returns 150
Number of head of household returns 80
Number of returns with paid preparer's signature 340
Number of exemptions 1,040
Number of dependents 240
Adjust gross income (AGI) [2] $24,446,000
Number of returns with total income 670
Salaries and wages amount $25,044,000
Number of returns with salaries and wages 550
Salaries and wages amount $18,226
Number of returns with taxable interest 230
Taxable interest amount $232
Number of returns with ordinary dividends 110
Ordinary dividends amount $280,000
Number of returns with qualified dividends 110
Qualified dividends amount [3] $130
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $51
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $1,640,000
Number of returns with net capital gain (less loss) 100
Net capital gain (less loss) amount $309,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $874,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $2,054,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $499,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $859,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount ($75,000)
Number of returns with total statutory adjustments 200
Total statutory adjustments amount $597,000
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 $190,000
Number of returns with IRA payments 30
IRA payments amount $170,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $100,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $87,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $2,855,000
Amount of AGI for itemized returns $6,269,000
Number of returns with State and local income taxes 140
State and local income taxes amount $275,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $26,000
Number of returns with real estate taxes 140
Real estate taxes amount $596,000
Number of returns with taxes paid 170
Taxes paid amount $913,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $700,000
Number of returns with contributions 120
Contributions amount $189,000
Number of returns with taxable income 640
Taxable income amount $13,869,000
Number of returns with income tax before credits 630
Income tax before credits amount $1,745,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $189,000
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 50
Nonrefundable education credit amount $53,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 110
Child tax credit amount $107,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 80
Self-employment tax amount $249,000
Number of returns with total tax payments 650
Total tax payments amount $2,932,000
Number of returns with earned income credit 90
Earned income credit amount [5] $165,000
Number of returns with excess earned income credit 70
Excess earned income credit (refundable) amount [6] $124,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $99,000
Number of returns with refundable education credit 30
Refundable education credit amount $29,000
Number of returns with income tax 580
Income tax amount [7] $1,556,000
Number of returns with tax liability 600
Total tax liability amount [8] $1,819,000
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 90
Tax due at time of filing amount [9] $157,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [10] $1,209,000

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

Number of returns [1] 510
Number of single returns 210
Number of joint returns 230
Number of head of household returns 50
Number of returns with paid preparer's signature 310
Number of exemptions 1,010
Number of dependents 280
Adjust gross income (AGI) [2] $31,498,000
Number of returns with total income 510
Salaries and wages amount $32,163,000
Number of returns with salaries and wages 440
Salaries and wages amount $23,275
Number of returns with taxable interest 290
Taxable interest amount $202
Number of returns with ordinary dividends 150
Ordinary dividends amount $490,000
Number of returns with qualified dividends 140
Qualified dividends amount [3] $281
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $94
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,340,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $414,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $985,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $2,591,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $382,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $1,616,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $517,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $665,000
Number of returns with educator expenses 30
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 40
Self-employment health insurance deduction amount $398,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $54,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 250
Total itemized deductions amount $4,600,000
Amount of AGI for itemized returns $15,891,000
Number of returns with State and local income taxes 230
State and local income taxes amount $761,000
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 240
Real estate taxes amount $1,096,000
Number of returns with taxes paid 250
Taxes paid amount $1,940,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,388,000
Number of returns with contributions 200
Contributions amount $394,000
Number of returns with taxable income 500
Taxable income amount $20,661,000
Number of returns with income tax before credits 500
Income tax before credits amount $2,912,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $260,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $70,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 110
Child tax credit amount $166,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 70
Self-employment tax amount $252,000
Number of returns with total tax payments 500
Total tax payments amount $3,810,000
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 40
Refundable education credit amount $34,000
Number of returns with income tax 480
Income tax amount [7] $2,653,000
Number of returns with tax liability 490
Total tax liability amount [8] $2,925,000
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 120
Tax due at time of filing amount [9] $224,000
Number of returns with overpayments refunded 370
Overpayments refunded amount [10] $1,065,000

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

Number of returns [1] 420
Number of single returns 80
Number of joint returns 310
Number of head of household returns 30
Number of returns with paid preparer's signature 250
Number of exemptions 1,100
Number of dependents 370
Adjust gross income (AGI) [2] $36,692,000
Number of returns with total income 420
Salaries and wages amount $37,137,000
Number of returns with salaries and wages 370
Salaries and wages amount $27,486
Number of returns with taxable interest 250
Taxable interest amount $199
Number of returns with ordinary dividends 150
Ordinary dividends amount $446,000
Number of returns with qualified dividends 140
Qualified dividends amount [3] $342
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $126
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $892,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $440,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,275,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $3,298,000
Number of farm returns 20
Number of returns with unemployment compensation 40
Unemployment compensation amount [4] $374,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $1,988,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $364,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $444,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 20
IRA payments amount $96,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $64,000
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 $5,658,000
Amount of AGI for itemized returns $24,520,000
Number of returns with State and local income taxes 270
State and local income taxes amount $1,256,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $26,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,282,000
Number of returns with taxes paid 280
Taxes paid amount $2,619,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,984,000
Number of returns with contributions 240
Contributions amount $428,000
Number of returns with taxable income 420
Taxable income amount $25,133,000
Number of returns with income tax before credits 420
Income tax before credits amount $3,647,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 230
Total tax credits amount $383,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $20,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $75,000
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 $250,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 70
Self-employment tax amount $170,000
Number of returns with total tax payments 420
Total tax payments amount $4,510,000
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 40
Refundable education credit amount $36,000
Number of returns with income tax 410
Income tax amount [7] $3,264,000
Number of returns with tax liability 410
Total tax liability amount [8] $3,474,000
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] $246,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [10] $1,244,000

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

Number of returns [1] 890
Number of single returns 90
Number of joint returns 790
Number of head of household returns 30
Number of returns with paid preparer's signature 530
Number of exemptions 2,590
Number of dependents 910
Adjust gross income (AGI) [2] $123,539,000
Number of returns with total income 890
Salaries and wages amount $125,260,000
Number of returns with salaries and wages 840
Salaries and wages amount $101,397
Number of returns with taxable interest 660
Taxable interest amount $475
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,202,000
Number of returns with qualified dividends 370
Qualified dividends amount [3] $866
Number of returns with state and local income tax refunds 550
State and local income tax refunds amount $333
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $4,047,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $1,862,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $2,416,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $6,904,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $875,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $2,488,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,474,000
Number of returns with total statutory adjustments 360
Total statutory adjustments amount $1,721,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $428,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $360,000
Number of returns with IRA payments 40
IRA payments amount $279,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $74,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $453,000
Number of returns with itemized deductions 800
Total itemized deductions amount $19,339,000
Amount of AGI for itemized returns $112,164,000
Number of returns with State and local income taxes 780
State and local income taxes amount $5,400,000
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 780
Real estate taxes amount $4,235,000
Number of returns with taxes paid 800
Taxes paid amount $9,974,000
Number of returns with mortgage interest paid 700
Mortgage interest paid amount $6,461,000
Number of returns with contributions 720
Contributions amount $1,643,000
Number of returns with taxable income 890
Taxable income amount $92,991,000
Number of returns with income tax before credits 890
Income tax before credits amount $16,276,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $65,000
Number of returns with total tax credits 450
Total tax credits amount $513,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $167,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $255,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 150
Self-employment tax amount $645,000
Number of returns with total tax payments 880
Total tax payments amount $17,646,000
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 100
Refundable education credit amount $105,000
Number of returns with income tax 890
Income tax amount [7] $15,763,000
Number of returns with tax liability 890
Total tax liability amount [8] $16,519,000
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 320
Tax due at time of filing amount [9] $1,333,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [10] $2,335,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 320
Number of single returns 0
Number of joint returns 300
Number of head of household returns 0
Number of returns with paid preparer's signature 230
Number of exemptions 1,020
Number of dependents 410
Adjust gross income (AGI) [2] $115,417,000
Number of returns with total income 320
Salaries and wages amount $117,415,000
Number of returns with salaries and wages 300
Salaries and wages amount $84,803
Number of returns with taxable interest 260
Taxable interest amount $817
Number of returns with ordinary dividends 200
Ordinary dividends amount $2,232,000
Number of returns with qualified dividends 200
Qualified dividends amount [3] $1,552
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $170
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $4,158,000
Number of returns with net capital gain (less loss) 210
Net capital gain (less loss) amount $8,478,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,659,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $2,186,000
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 40
Taxable Social Security benefits amount $918,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $10,474,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $1,998,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $591,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $479,000
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 320
Total itemized deductions amount $12,611,000
Amount of AGI for itemized returns $113,126,000
Number of returns with State and local income taxes 310
State and local income taxes amount $5,738,000
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 310
Real estate taxes amount $2,442,000
Number of returns with taxes paid 320
Taxes paid amount $8,410,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $2,916,000
Number of returns with contributions 300
Contributions amount $1,746,000
Number of returns with taxable income 320
Taxable income amount $99,816,000
Number of returns with income tax before credits 320
Income tax before credits amount $26,339,000
Number of returns with alternative minimum tax 200
Alternative minimum tax amount $890,000
Number of returns with total tax credits 130
Total tax credits amount $122,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $15,000
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 20
Residential energy tax credit amount $24,000
Number of returns with self-employment tax 80
Self-employment tax amount $552,000
Number of returns with total tax payments 310
Total tax payments amount $25,351,000
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 320
Income tax amount [7] $26,219,000
Number of returns with tax liability 320
Total tax liability amount [8] $27,446,000
Number of returns with Additional Medicare tax 160
Additional Medicare tax $264,000
Number of returns with net investment income tax 150
Net investment income tax $264,000
Number of returns with tax due at time of filing 180
Tax due at time of filing amount [9] $3,560,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [10] $733,000

[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.