Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 01860 Income Tax Stats

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

ZIP Code 01860 Data

Zip Code:01860
City:Merrimac
State:MA [Massachusetts]
Counties: ESSEX, MA
City Alias(es):Merrimac
Area Code:978 / 351
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




01860 Income Tax Overview

Total Number of Tax Returns for ZIP Code 01860 [1] 3,260
Total Number of Single Tax Returns for ZIP Code 01860 1,270
Total Number of Joint Tax Returns for ZIP Code 01860 1,410
Total Number of Dependents for ZIP Code 01860 1,810
Total Adjusted Gross Income for ZIP Code 01860 $232,547,000
Average Income per Person for ZIP Code 01860 $36,691
Average Income per Household for ZIP Code 01860 $71,333

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 890
Number of joint returns 110
Number of head of household returns 80
Number of returns with paid preparer's signature 500
Number of exemptions 1,010
Number of dependents 170
Adjust gross income (AGI) [2] $12,179,000
Number of returns with total income 1,090
Salaries and wages amount $12,467,000
Number of returns with salaries and wages 810
Salaries and wages amount $7,964
Number of returns with taxable interest 250
Taxable interest amount $129
Number of returns with ordinary dividends 170
Ordinary dividends amount $231,000
Number of returns with qualified dividends 150
Qualified dividends amount [3] $148
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $14
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $1,064,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $72,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $471,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $1,999,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $271,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $112,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $123,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $288,000
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 40
Student loan interest deduction amount $33,000
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 90
Total itemized deductions amount $1,328,000
Amount of AGI for itemized returns $1,273,000
Number of returns with State and local income taxes 40
State and local income taxes amount $32,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $22,000
Number of returns with real estate taxes 70
Real estate taxes amount $271,000
Number of returns with taxes paid 80
Taxes paid amount $329,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $308,000
Number of returns with contributions 50
Contributions amount $78,000
Number of returns with taxable income 520
Taxable income amount $3,074,000
Number of returns with income tax before credits 510
Income tax before credits amount $320,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 100
Total tax credits amount $48,000
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 $12,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $30,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $6,000
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 $152,000
Number of returns with total tax payments 980
Total tax payments amount $1,366,000
Number of returns with earned income credit 200
Earned income credit amount [5] $361,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [6] $310,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $81,000
Number of returns with refundable education credit 50
Refundable education credit amount $39,000
Number of returns with income tax 450
Income tax amount [7] $272,000
Number of returns with tax liability 530
Total tax liability amount [8] $432,000
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] $93,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [10] $1,033,000

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

Number of returns [1] 590
Number of single returns 350
Number of joint returns 140
Number of head of household returns 90
Number of returns with paid preparer's signature 320
Number of exemptions 920
Number of dependents 200
Adjust gross income (AGI) [2] $21,649,000
Number of returns with total income 590
Salaries and wages amount $22,121,000
Number of returns with salaries and wages 480
Salaries and wages amount $15,852
Number of returns with taxable interest 180
Taxable interest amount $152
Number of returns with ordinary dividends 110
Ordinary dividends amount $231,000
Number of returns with qualified dividends 110
Qualified dividends amount [3] $166
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $43
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $1,410,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $94,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $698,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $2,237,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $341,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $799,000
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 180
Total statutory adjustments amount $472,000
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 $155,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $97,000
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 160
Total itemized deductions amount $2,564,000
Amount of AGI for itemized returns $6,110,000
Number of returns with State and local income taxes 140
State and local income taxes amount $273,000
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 140
Real estate taxes amount $629,000
Number of returns with taxes paid 160
Taxes paid amount $967,000
Number of returns with mortgage interest paid 130
Mortgage interest paid amount $979,000
Number of returns with contributions 110
Contributions amount $120,000
Number of returns with taxable income 570
Taxable income amount $12,265,000
Number of returns with income tax before credits 570
Income tax before credits amount $1,532,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 170
Total tax credits amount $143,000
Number of returns with foreign tax credit 50
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 50
Nonrefundable education credit amount $50,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 90
Child tax credit amount $79,000
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 $229,000
Number of returns with total tax payments 580
Total tax payments amount $2,503,000
Number of returns with earned income credit 70
Earned income credit amount [5] $108,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [6] $75,000
Number of returns with additional child tax credit 60
Additional child tax credit amount $82,000
Number of returns with refundable education credit 20
Refundable education credit amount $22,000
Number of returns with income tax 520
Income tax amount [7] $1,389,000
Number of returns with tax liability 540
Total tax liability amount [8] $1,643,000
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] $183,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [10] $1,013,000

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

Number of returns [1] 440
Number of single returns 180
Number of joint returns 200
Number of head of household returns 60
Number of returns with paid preparer's signature 250
Number of exemptions 900
Number of dependents 260
Adjust gross income (AGI) [2] $27,522,000
Number of returns with total income 440
Salaries and wages amount $27,968,000
Number of returns with salaries and wages 390
Salaries and wages amount $20,414
Number of returns with taxable interest 190
Taxable interest amount $169
Number of returns with ordinary dividends 100
Ordinary dividends amount $300,000
Number of returns with qualified dividends 100
Qualified dividends amount [3] $213
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $65
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,229,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $237,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $902,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $2,589,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $328,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $1,519,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $215,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $446,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $236,000
Number of returns with IRA payments 40
IRA payments amount $186,000
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $58,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 240
Total itemized deductions amount $4,394,000
Amount of AGI for itemized returns $15,207,000
Number of returns with State and local income taxes 220
State and local income taxes amount $678,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $18,000
Number of returns with real estate taxes 220
Real estate taxes amount $1,017,000
Number of returns with taxes paid 240
Taxes paid amount $1,761,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,581,000
Number of returns with contributions 180
Contributions amount $280,000
Number of returns with taxable income 440
Taxable income amount $17,713,000
Number of returns with income tax before credits 440
Income tax before credits amount $2,498,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 180
Total tax credits amount $237,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 50
Nonrefundable education credit amount $65,000
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 $152,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 60
Self-employment tax amount $189,000
Number of returns with total tax payments 440
Total tax payments amount $3,329,000
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 30
Refundable education credit amount $35,000
Number of returns with income tax 420
Income tax amount [7] $2,260,000
Number of returns with tax liability 430
Total tax liability amount [8] $2,459,000
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] $187,000
Number of returns with overpayments refunded 340
Overpayments refunded amount [10] $1,006,000

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

Number of returns [1] 330
Number of single returns 70
Number of joint returns 230
Number of head of household returns 20
Number of returns with paid preparer's signature 200
Number of exemptions 790
Number of dependents 230
Adjust gross income (AGI) [2] $28,675,000
Number of returns with total income 330
Salaries and wages amount $29,120,000
Number of returns with salaries and wages 300
Salaries and wages amount $21,774
Number of returns with taxable interest 180
Taxable interest amount $118
Number of returns with ordinary dividends 90
Ordinary dividends amount $237,000
Number of returns with qualified dividends 80
Qualified dividends amount [3] $150
Number of returns with state and local income tax refunds 150
State and local income tax refunds amount $96
Number of returns with business or professional net income (less loss) 70
Business or professional net income (less loss) amount $1,633,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $67,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $803,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $2,406,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $269,000
Number of returns with taxable Social Security benefits 70
Taxable Social Security benefits amount $1,249,000
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 120
Total statutory adjustments amount $445,000
Number of returns with educator expenses 20
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $206,000
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 40
Student loan interest deduction amount $46,000
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 220
Total itemized deductions amount $4,564,000
Amount of AGI for itemized returns $19,431,000
Number of returns with State and local income taxes 220
State and local income taxes amount $889,000
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 210
Real estate taxes amount $1,009,000
Number of returns with taxes paid 220
Taxes paid amount $1,959,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,770,000
Number of returns with contributions 180
Contributions amount $311,000
Number of returns with taxable income 330
Taxable income amount $19,795,000
Number of returns with income tax before credits 330
Income tax before credits amount $2,930,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $201,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $50,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $135,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 70
Self-employment tax amount $247,000
Number of returns with total tax payments 330
Total tax payments amount $3,610,000
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 30
Refundable education credit amount $26,000
Number of returns with income tax 330
Income tax amount [7] $2,729,000
Number of returns with tax liability 330
Total tax liability amount [8] $2,997,000
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 80
Tax due at time of filing amount [9] $294,000
Number of returns with overpayments refunded 250
Overpayments refunded amount [10] $899,000

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

Number of returns [1] 660
Number of single returns 50
Number of joint returns 590
Number of head of household returns 30
Number of returns with paid preparer's signature 390
Number of exemptions 2,000
Number of dependents 750
Adjust gross income (AGI) [2] $90,903,000
Number of returns with total income 660
Salaries and wages amount $91,878,000
Number of returns with salaries and wages 630
Salaries and wages amount $76,632
Number of returns with taxable interest 400
Taxable interest amount $310
Number of returns with ordinary dividends 230
Ordinary dividends amount $596,000
Number of returns with qualified dividends 210
Qualified dividends amount [3] $435
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $202
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $2,265,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $825,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $1,886,000
Number of returns with taxable pensions and annuities 160
Taxable pensions and annuities amount $4,872,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $628,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,904,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $1,236,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $975,000
Number of returns with educator expenses 70
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 $432,000
Number of returns with IRA payments 30
IRA payments amount $114,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $81,000
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 590
Total itemized deductions amount $14,454,000
Amount of AGI for itemized returns $81,581,000
Number of returns with State and local income taxes 580
State and local income taxes amount $3,926,000
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 570
Real estate taxes amount $3,138,000
Number of returns with taxes paid 590
Taxes paid amount $7,287,000
Number of returns with mortgage interest paid 550
Mortgage interest paid amount $5,432,000
Number of returns with contributions 510
Contributions amount $810,000
Number of returns with taxable income 660
Taxable income amount $67,743,000
Number of returns with income tax before credits 660
Income tax before credits amount $11,775,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $404,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $43,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $159,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 160
Child tax credit amount $188,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 90
Self-employment tax amount $373,000
Number of returns with total tax payments 660
Total tax payments amount $12,876,000
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 $102,000
Number of returns with income tax 660
Income tax amount [7] $11,372,000
Number of returns with tax liability 660
Total tax liability amount [8] $11,827,000
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] $804,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [10] $1,800,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 150
Number of single returns 0
Number of joint returns 140
Number of head of household returns 0
Number of returns with paid preparer's signature 110
Number of exemptions 500
Number of dependents 200
Adjust gross income (AGI) [2] $51,619,000
Number of returns with total income 150
Salaries and wages amount $52,414,000
Number of returns with salaries and wages 150
Salaries and wages amount $38,389
Number of returns with taxable interest 130
Taxable interest amount $164
Number of returns with ordinary dividends 90
Ordinary dividends amount $1,310,000
Number of returns with qualified dividends 90
Qualified dividends amount [3] $1,102
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $53
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $1,498,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $2,402,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $497,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,084,000
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 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 $2,663,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $795,000
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 150
Total itemized deductions amount $6,064,000
Amount of AGI for itemized returns $48,954,000
Number of returns with State and local income taxes 150
State and local income taxes amount $2,563,000
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 150
Real estate taxes amount $1,112,000
Number of returns with taxes paid 150
Taxes paid amount $3,769,000
Number of returns with mortgage interest paid 140
Mortgage interest paid amount $1,555,000
Number of returns with contributions 140
Contributions amount $484,000
Number of returns with taxable income 150
Taxable income amount $44,018,000
Number of returns with income tax before credits 150
Income tax before credits amount $11,238,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $437,000
Number of returns with total tax credits 60
Total tax credits amount $26,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $157,000
Number of returns with total tax payments 150
Total tax payments amount $10,439,000
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 150
Income tax amount [7] $11,142,000
Number of returns with tax liability 150
Total tax liability amount [8] $11,593,000
Number of returns with Additional Medicare tax 70
Additional Medicare tax $84,000
Number of returns with net investment income tax 70
Net investment income tax $84,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [9] $1,665,000
Number of returns with overpayments refunded 60
Overpayments refunded amount [10] $331,000

[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.