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ZIP Code Database - Facts & Stats

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ZIP Code 02138 Income Tax Stats

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

ZIP Code 02138 Data

Zip Code:02138
City:Cambridge
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Cambridge
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




02138 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02138 [1] 14,550
Total Number of Single Tax Returns for ZIP Code 02138 2,980
Total Number of Joint Tax Returns for ZIP Code 02138 4,010
Total Number of Dependents for ZIP Code 02138 4,010
Total Adjusted Gross Income for ZIP Code 02138 $2,506,726,000
Average Income per Person for ZIP Code 02138 $69,029
Average Income per Household for ZIP Code 02138 $172,284

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] 3,550
Number of single returns 3,110
Number of joint returns 200
Number of head of household returns 150
Number of returns with paid preparer's signature 1,380
Number of exemptions 3,320
Number of dependents 390
Adjust gross income (AGI) [2] $40,622,000
Number of returns with total income 3,550
Salaries and wages amount $43,156,000
Number of returns with salaries and wages 2,720
Salaries and wages amount $31,745
Number of returns with taxable interest 950
Taxable interest amount $652
Number of returns with ordinary dividends 860
Ordinary dividends amount $2,161,000
Number of returns with qualified dividends 800
Qualified dividends amount [3] $1,489
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $70
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $4,032,000
Number of returns with net capital gain (less loss) 700
Net capital gain (less loss) amount $961,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $840,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $2,689,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $594,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $211,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $75,000
Number of returns with total statutory adjustments 1,050
Total statutory adjustments amount $2,533,000
Number of returns with educator expenses 40
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $339,000
Number of returns with IRA payments 40
IRA payments amount $172,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $302,000
Number of returns with tuition and fees deduction 280
Tuition and fees deduction amount $935,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $40,000
Number of returns with itemized deductions 260
Total itemized deductions amount $4,502,000
Amount of AGI for itemized returns $3,435,000
Number of returns with State and local income taxes 160
State and local income taxes amount $355,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $26,000
Number of returns with real estate taxes 130
Real estate taxes amount $516,000
Number of returns with taxes paid 240
Taxes paid amount $897,000
Number of returns with mortgage interest paid 70
Mortgage interest paid amount $574,000
Number of returns with contributions 150
Contributions amount $245,000
Number of returns with taxable income 1,890
Taxable income amount $12,797,000
Number of returns with income tax before credits 1,760
Income tax before credits amount $1,352,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 610
Total tax credits amount $277,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $219,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $24,000
Number of returns with child tax credit 30
Child tax credit amount $11,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 550
Self-employment tax amount $643,000
Number of returns with total tax payments 2,970
Total tax payments amount $4,671,000
Number of returns with earned income credit 750
Earned income credit amount [5] $810,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [6] $680,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $196,000
Number of returns with refundable education credit 190
Refundable education credit amount $165,000
Number of returns with income tax 1,460
Income tax amount [7] $1,076,000
Number of returns with tax liability 1,810
Total tax liability amount [8] $1,758,000
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 550
Tax due at time of filing amount [9] $507,000
Number of returns with overpayments refunded 2,540
Overpayments refunded amount [10] $3,258,000

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

Number of returns [1] 3,020
Number of single returns 2,510
Number of joint returns 280
Number of head of household returns 150
Number of returns with paid preparer's signature 990
Number of exemptions 3,700
Number of dependents 450
Adjust gross income (AGI) [2] $112,131,000
Number of returns with total income 3,020
Salaries and wages amount $114,674,000
Number of returns with salaries and wages 2,610
Salaries and wages amount $90,650
Number of returns with taxable interest 1,050
Taxable interest amount $718
Number of returns with ordinary dividends 770
Ordinary dividends amount $3,371,000
Number of returns with qualified dividends 720
Qualified dividends amount [3] $2,347
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $119
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $5,403,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $2,182,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $1,817,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $4,833,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $1,130,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $2,149,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $31,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $2,543,000
Number of returns with educator expenses 110
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $237,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $499,000
Number of returns with IRA payments 60
IRA payments amount $247,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $749,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $132,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 410
Total itemized deductions amount $7,902,000
Amount of AGI for itemized returns $15,803,000
Number of returns with State and local income taxes 350
State and local income taxes amount $1,122,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $24,000
Number of returns with real estate taxes 260
Real estate taxes amount $1,061,000
Number of returns with taxes paid 410
Taxes paid amount $2,269,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,223,000
Number of returns with contributions 310
Contributions amount $680,000
Number of returns with taxable income 2,960
Taxable income amount $73,456,000
Number of returns with income tax before credits 2,910
Income tax before credits amount $9,320,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,010
Total tax credits amount $951,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $45,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 520
Nonrefundable education credit amount $674,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $26,000
Number of returns with child tax credit 170
Child tax credit amount $172,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 390
Self-employment tax amount $913,000
Number of returns with total tax payments 2,870
Total tax payments amount $13,028,000
Number of returns with earned income credit 130
Earned income credit amount [5] $232,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [6] $168,000
Number of returns with additional child tax credit 110
Additional child tax credit amount $127,000
Number of returns with refundable education credit 90
Refundable education credit amount $83,000
Number of returns with income tax 2,750
Income tax amount [7] $8,369,000
Number of returns with tax liability 2,830
Total tax liability amount [8] $9,417,000
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 690
Tax due at time of filing amount [9] $1,181,000
Number of returns with overpayments refunded 2,190
Overpayments refunded amount [10] $4,456,000

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

Number of returns [1] 2,100
Number of single returns 1,580
Number of joint returns 370
Number of head of household returns 100
Number of returns with paid preparer's signature 820
Number of exemptions 2,850
Number of dependents 390
Adjust gross income (AGI) [2] $128,893,000
Number of returns with total income 2,100
Salaries and wages amount $131,253,000
Number of returns with salaries and wages 1,780
Salaries and wages amount $100,684
Number of returns with taxable interest 990
Taxable interest amount $979
Number of returns with ordinary dividends 790
Ordinary dividends amount $4,048,000
Number of returns with qualified dividends 740
Qualified dividends amount [3] $2,856
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $155
Number of returns with business or professional net income (less loss) 400
Business or professional net income (less loss) amount $5,335,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $2,736,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,896,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $7,490,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $653,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $4,175,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $91,000
Number of returns with total statutory adjustments 880
Total statutory adjustments amount $2,360,000
Number of returns with educator expenses 90
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $239,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $475,000
Number of returns with IRA payments 70
IRA payments amount $262,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $490,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $239,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $9,898,000
Amount of AGI for itemized returns $35,341,000
Number of returns with State and local income taxes 510
State and local income taxes amount $1,775,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $23,000
Number of returns with real estate taxes 380
Real estate taxes amount $1,283,000
Number of returns with taxes paid 560
Taxes paid amount $3,228,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,010,000
Number of returns with contributions 460
Contributions amount $1,265,000
Number of returns with taxable income 2,080
Taxable income amount $96,777,000
Number of returns with income tax before credits 2,060
Income tax before credits amount $14,964,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 650
Total tax credits amount $614,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $73,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $27,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $219,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 180
Child tax credit amount $251,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 320
Self-employment tax amount $889,000
Number of returns with total tax payments 2,060
Total tax payments amount $17,606,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $34,000
Number of returns with refundable education credit 60
Refundable education credit amount $49,000
Number of returns with income tax 2,030
Income tax amount [7] $14,351,000
Number of returns with tax liability 2,060
Total tax liability amount [8] $15,297,000
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] $1,283,000
Number of returns with overpayments refunded 1,400
Overpayments refunded amount [10] $3,265,000

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

Number of returns [1] 1,350
Number of single returns 850
Number of joint returns 410
Number of head of household returns 60
Number of returns with paid preparer's signature 670
Number of exemptions 2,090
Number of dependents 340
Adjust gross income (AGI) [2] $116,933,000
Number of returns with total income 1,350
Salaries and wages amount $118,883,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $87,686
Number of returns with taxable interest 830
Taxable interest amount $1,073
Number of returns with ordinary dividends 630
Ordinary dividends amount $4,507,000
Number of returns with qualified dividends 600
Qualified dividends amount [3] $3,189
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $209
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $4,772,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $2,909,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $3,371,000
Number of returns with taxable pensions and annuities 240
Taxable pensions and annuities amount $7,084,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [4] $386,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $4,430,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $653,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,950,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $359,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $561,000
Number of returns with IRA payments 40
IRA payments amount $187,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $133,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $32,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 570
Total itemized deductions amount $12,471,000
Amount of AGI for itemized returns $49,885,000
Number of returns with State and local income taxes 540
State and local income taxes amount $2,668,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $15,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,680,000
Number of returns with taxes paid 570
Taxes paid amount $4,461,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $2,687,000
Number of returns with contributions 490
Contributions amount $1,416,000
Number of returns with taxable income 1,340
Taxable income amount $91,172,000
Number of returns with income tax before credits 1,330
Income tax before credits amount $15,564,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 480
Total tax credits amount $523,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $109,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $33,000
Number of returns with nonrefundable education credit 100
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 160
Child tax credit amount $210,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 220
Self-employment tax amount $807,000
Number of returns with total tax payments 1,330
Total tax payments amount $17,622,000
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 $39,000
Number of returns with income tax 1,320
Income tax amount [7] $15,041,000
Number of returns with tax liability 1,330
Total tax liability amount [8] $15,904,000
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 410
Tax due at time of filing amount [9] $1,096,000
Number of returns with overpayments refunded 850
Overpayments refunded amount [10] $2,447,000

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

Number of returns [1] 2,380
Number of single returns 1,020
Number of joint returns 1,220
Number of head of household returns 90
Number of returns with paid preparer's signature 1,360
Number of exemptions 4,590
Number of dependents 990
Adjust gross income (AGI) [2] $331,724,000
Number of returns with total income 2,380
Salaries and wages amount $337,743,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $229,236
Number of returns with taxable interest 1,690
Taxable interest amount $3,345
Number of returns with ordinary dividends 1,370
Ordinary dividends amount $15,527,000
Number of returns with qualified dividends 1,300
Qualified dividends amount [3] $11,818
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $832
Number of returns with business or professional net income (less loss) 680
Business or professional net income (less loss) amount $18,020,000
Number of returns with net capital gain (less loss) 1,240
Net capital gain (less loss) amount $14,920,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $11,966,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $21,587,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $748,000
Number of returns with taxable Social Security benefits 540
Taxable Social Security benefits amount $11,402,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $4,803,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $6,019,000
Number of returns with educator expenses 80
Educator expenses amount $21,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $1,916,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,119,000
Number of returns with IRA payments 80
IRA payments amount $480,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $225,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $144,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,690
Total itemized deductions amount $46,789,000
Amount of AGI for itemized returns $242,405,000
Number of returns with State and local income taxes 1,650
State and local income taxes amount $13,168,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $48,000
Number of returns with real estate taxes 1,290
Real estate taxes amount $6,624,000
Number of returns with taxes paid 1,690
Taxes paid amount $20,297,000
Number of returns with mortgage interest paid 970
Mortgage interest paid amount $10,185,000
Number of returns with contributions 1,450
Contributions amount $6,470,000
Number of returns with taxable income 2,370
Taxable income amount $260,500,000
Number of returns with income tax before credits 2,350
Income tax before credits amount $49,554,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $554,000
Number of returns with total tax credits 1,040
Total tax credits amount $947,000
Number of returns with foreign tax credit 680
Foreign tax credit amount $331,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $91,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $139,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 210
Child tax credit amount $196,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 540
Self-employment tax amount $2,511,000
Number of returns with total tax payments 2,350
Total tax payments amount $54,967,000
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 $70,000
Number of returns with income tax 2,350
Income tax amount [7] $48,606,000
Number of returns with tax liability 2,360
Total tax liability amount [8] $51,448,000
Number of returns with Additional Medicare tax 50
Additional Medicare tax $13,000
Number of returns with net investment income tax 30
Net investment income tax $13,000
Number of returns with tax due at time of filing 910
Tax due at time of filing amount [9] $4,448,000
Number of returns with overpayments refunded 1,230
Overpayments refunded amount [10] $5,842,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 2,150
Number of single returns 500
Number of joint returns 1,530
Number of head of household returns 80
Number of returns with paid preparer's signature 1,680
Number of exemptions 5,130
Number of dependents 1,450
Adjust gross income (AGI) [2] $1,776,423,000
Number of returns with total income 2,150
Salaries and wages amount $1,805,417,000
Number of returns with salaries and wages 1,740
Salaries and wages amount $554,200
Number of returns with taxable interest 1,910
Taxable interest amount $42,197
Number of returns with ordinary dividends 1,750
Ordinary dividends amount $140,340,000
Number of returns with qualified dividends 1,700
Qualified dividends amount [3] $112,742
Number of returns with state and local income tax refunds 750
State and local income tax refunds amount $6,653
Number of returns with business or professional net income (less loss) 910
Business or professional net income (less loss) amount $86,325,000
Number of returns with net capital gain (less loss) 1,710
Net capital gain (less loss) amount $546,164,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $30,580,000
Number of returns with taxable pensions and annuities 540
Taxable pensions and annuities amount $32,122,000
Number of farm returns 0
Number of returns with unemployment compensation 40
Unemployment compensation amount [4] $275,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $17,883,000
Number of returns with partnership/S-corp net income (less loss) 760
Partnership/S-corp net income (less loss) amount $302,464,000
Number of returns with total statutory adjustments 1,040
Total statutory adjustments amount $28,994,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 280
Self-employment retirement plans amount $11,227,000
Number of returns with self-employment health insurance deduction 310
Self-employment health insurance deduction amount $3,527,000
Number of returns with IRA payments 30
IRA payments amount $248,000
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 100
Domestic production activities deduction amount $1,729,000
Number of returns with itemized deductions 2,090
Total itemized deductions amount $294,592,000
Amount of AGI for itemized returns $1,758,006,000
Number of returns with State and local income taxes 2,070
State and local income taxes amount $130,296,000
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 1,800
Real estate taxes amount $24,940,000
Number of returns with taxes paid 2,090
Taxes paid amount $156,369,000
Number of returns with mortgage interest paid 1,240
Mortgage interest paid amount $20,950,000
Number of returns with contributions 1,930
Contributions amount $104,477,000
Number of returns with taxable income 2,140
Taxable income amount $1,471,821,000
Number of returns with income tax before credits 2,140
Income tax before credits amount $414,703,000
Number of returns with alternative minimum tax 1,420
Alternative minimum tax amount $23,181,000
Number of returns with total tax credits 1,420
Total tax credits amount $12,277,000
Number of returns with foreign tax credit 1,240
Foreign tax credit amount $10,991,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $97,000
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 80
Residential energy tax credit amount $117,000
Number of returns with self-employment tax 880
Self-employment tax amount $9,096,000
Number of returns with total tax payments 2,140
Total tax payments amount $491,721,000
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 2,150
Income tax amount [7] $415,222,000
Number of returns with tax liability 2,150
Total tax liability amount [8] $439,510,000
Number of returns with Additional Medicare tax 1,120
Additional Medicare tax $2,997,000
Number of returns with net investment income tax 1,580
Net investment income tax $2,997,000
Number of returns with tax due at time of filing 930
Tax due at time of filing amount [9] $30,422,000
Number of returns with overpayments refunded 620
Overpayments refunded amount [10] $51,018,000

[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.