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ZIP Code Database - Facts & Stats

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ZIP Code 02143 Income Tax Stats

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

ZIP Code 02143 Data

Zip Code:02143
City:Somerville
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Somerville
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





02143 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02143 [1] 14,640
Total Number of Single Tax Returns for ZIP Code 02143 2,720
Total Number of Joint Tax Returns for ZIP Code 02143 2,980
Total Number of Dependents for ZIP Code 02143 2,980
Total Adjusted Gross Income for ZIP Code 02143 $868,511,000
Average Income per Person for ZIP Code 02143 $35,429
Average Income per Household for ZIP Code 02143 $59,325

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] 4,090
Number of single returns 3,480
Number of joint returns 320
Number of head of household returns 230
Number of returns with paid preparer's signature 1,640
Number of exemptions 4,500
Number of dependents 520
Adjust gross income (AGI) [2] $54,231,000
Number of returns with total income 4,090
Salaries and wages amount $56,512,000
Number of returns with salaries and wages 3,220
Salaries and wages amount $43,295
Number of returns with taxable interest 880
Taxable interest amount $435
Number of returns with ordinary dividends 520
Ordinary dividends amount $646,000
Number of returns with qualified dividends 460
Qualified dividends amount [3] $424
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $54
Number of returns with business or professional net income (less loss) 700
Business or professional net income (less loss) amount $5,275,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $202,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,084,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,385,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $1,158,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $177,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $14,000
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $2,282,000
Number of returns with educator expenses 60
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 80
Self-employment health insurance deduction amount $279,000
Number of returns with IRA payments 40
IRA payments amount $153,000
Number of returns with student loan interest deduction 520
Student loan interest deduction amount $566,000
Number of returns with tuition and fees deduction 200
Tuition and fees deduction amount $676,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 230
Total itemized deductions amount $3,178,000
Amount of AGI for itemized returns $3,111,000
Number of returns with State and local income taxes 150
State and local income taxes amount $172,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $22,000
Number of returns with real estate taxes 150
Real estate taxes amount $521,000
Number of returns with taxes paid 220
Taxes paid amount $735,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $634,000
Number of returns with contributions 140
Contributions amount $197,000
Number of returns with taxable income 2,360
Taxable income amount $17,160,000
Number of returns with income tax before credits 2,320
Income tax before credits amount $1,817,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $328,000
Number of returns with foreign tax credit 60
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 380
Nonrefundable education credit amount $260,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 40
Child tax credit amount $13,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 630
Self-employment tax amount $819,000
Number of returns with total tax payments 3,620
Total tax payments amount $5,936,000
Number of returns with earned income credit 1,010
Earned income credit amount [5] $1,121,000
Number of returns with excess earned income credit 750
Excess earned income credit (refundable) amount [6] $967,000
Number of returns with additional child tax credit 260
Additional child tax credit amount $292,000
Number of returns with refundable education credit 210
Refundable education credit amount $185,000
Number of returns with income tax 1,950
Income tax amount [7] $1,489,000
Number of returns with tax liability 2,350
Total tax liability amount [8] $2,325,000
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 620
Tax due at time of filing amount [9] $616,000
Number of returns with overpayments refunded 3,160
Overpayments refunded amount [10] $4,165,000

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

Number of returns [1] 4,520
Number of single returns 3,800
Number of joint returns 420
Number of head of household returns 210
Number of returns with paid preparer's signature 1,430
Number of exemptions 5,600
Number of dependents 680
Adjust gross income (AGI) [2] $167,766,000
Number of returns with total income 4,520
Salaries and wages amount $171,059,000
Number of returns with salaries and wages 4,190
Salaries and wages amount $150,848
Number of returns with taxable interest 1,190
Taxable interest amount $488
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,063,000
Number of returns with qualified dividends 650
Qualified dividends amount [3] $700
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $121
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $5,693,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,024,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,434,000
Number of returns with taxable pensions and annuities 330
Taxable pensions and annuities amount $4,953,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [4] $1,706,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $1,447,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $568,000
Number of returns with total statutory adjustments 1,960
Total statutory adjustments amount $3,293,000
Number of returns with educator expenses 130
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $291,000
Number of returns with IRA payments 120
IRA payments amount $369,000
Number of returns with student loan interest deduction 1,390
Student loan interest deduction amount $1,798,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $149,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $4,881,000
Amount of AGI for itemized returns $13,562,000
Number of returns with State and local income taxes 310
State and local income taxes amount $658,000
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 220
Real estate taxes amount $687,000
Number of returns with taxes paid 350
Taxes paid amount $1,531,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,111,000
Number of returns with contributions 250
Contributions amount $396,000
Number of returns with taxable income 4,490
Taxable income amount $112,974,000
Number of returns with income tax before credits 4,470
Income tax before credits amount $14,725,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,180
Total tax credits amount $991,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 560
Nonrefundable education credit amount $612,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $41,000
Number of returns with child tax credit 290
Child tax credit amount $274,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $2,000
Number of returns with self-employment tax 470
Self-employment tax amount $915,000
Number of returns with total tax payments 4,410
Total tax payments amount $19,145,000
Number of returns with earned income credit 220
Earned income credit amount [5] $391,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [6] $295,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $202,000
Number of returns with refundable education credit 150
Refundable education credit amount $132,000
Number of returns with income tax 4,270
Income tax amount [7] $13,735,000
Number of returns with tax liability 4,330
Total tax liability amount [8] $14,697,000
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 880
Tax due at time of filing amount [9] $1,281,000
Number of returns with overpayments refunded 3,570
Overpayments refunded amount [10] $5,626,000

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

Number of returns [1] 2,590
Number of single returns 1,950
Number of joint returns 470
Number of head of household returns 100
Number of returns with paid preparer's signature 940
Number of exemptions 3,520
Number of dependents 470
Adjust gross income (AGI) [2] $157,271,000
Number of returns with total income 2,590
Salaries and wages amount $159,586,000
Number of returns with salaries and wages 2,430
Salaries and wages amount $140,922
Number of returns with taxable interest 1,020
Taxable interest amount $513
Number of returns with ordinary dividends 580
Ordinary dividends amount $1,303,000
Number of returns with qualified dividends 540
Qualified dividends amount [3] $863
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $133
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $4,493,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,520,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,045,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $4,647,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $757,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $2,373,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $903,000
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $2,314,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $285,000
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $281,000
Number of returns with IRA payments 70
IRA payments amount $249,000
Number of returns with student loan interest deduction 800
Student loan interest deduction amount $819,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $243,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 500
Total itemized deductions amount $7,607,000
Amount of AGI for itemized returns $31,102,000
Number of returns with State and local income taxes 480
State and local income taxes amount $1,500,000
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 380
Real estate taxes amount $1,152,000
Number of returns with taxes paid 500
Taxes paid amount $2,782,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $2,499,000
Number of returns with contributions 380
Contributions amount $576,000
Number of returns with taxable income 2,580
Taxable income amount $120,705,000
Number of returns with income tax before credits 2,580
Income tax before credits amount $19,099,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $599,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $44,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $195,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 220
Child tax credit amount $298,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 280
Self-employment tax amount $791,000
Number of returns with total tax payments 2,560
Total tax payments amount $22,072,000
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 20
Additional child tax credit amount $18,000
Number of returns with refundable education credit 70
Refundable education credit amount $65,000
Number of returns with income tax 2,560
Income tax amount [7] $18,500,000
Number of returns with tax liability 2,570
Total tax liability amount [8] $19,371,000
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 590
Tax due at time of filing amount [9] $1,220,000
Number of returns with overpayments refunded 1,950
Overpayments refunded amount [10] $3,786,000

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

Number of returns [1] 1,370
Number of single returns 820
Number of joint returns 490
Number of head of household returns 30
Number of returns with paid preparer's signature 530
Number of exemptions 2,210
Number of dependents 360
Adjust gross income (AGI) [2] $117,937,000
Number of returns with total income 1,370
Salaries and wages amount $119,004,000
Number of returns with salaries and wages 1,310
Salaries and wages amount $105,111
Number of returns with taxable interest 710
Taxable interest amount $450
Number of returns with ordinary dividends 410
Ordinary dividends amount $1,387,000
Number of returns with qualified dividends 380
Qualified dividends amount [3] $1,092
Number of returns with state and local income tax refunds 260
State and local income tax refunds amount $142
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $2,960,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,229,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $873,000
Number of returns with taxable pensions and annuities 130
Taxable pensions and annuities amount $3,124,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $422,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,689,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $637,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $1,067,000
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 40
Self-employment health insurance deduction amount $202,000
Number of returns with IRA payments 40
IRA payments amount $209,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $209,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $34,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 460
Total itemized deductions amount $7,868,000
Amount of AGI for itemized returns $40,106,000
Number of returns with State and local income taxes 450
State and local income taxes amount $2,037,000
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 380
Real estate taxes amount $1,152,000
Number of returns with taxes paid 460
Taxes paid amount $3,256,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $2,994,000
Number of returns with contributions 350
Contributions amount $589,000
Number of returns with taxable income 1,370
Taxable income amount $93,651,000
Number of returns with income tax before credits 1,370
Income tax before credits amount $16,055,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $432,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $31,000
Number of returns with nonrefundable education credit 90
Nonrefundable education credit amount $98,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 190
Child tax credit amount $253,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 180
Self-employment tax amount $507,000
Number of returns with total tax payments 1,370
Total tax payments amount $17,926,000
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 $28,000
Number of returns with income tax 1,370
Income tax amount [7] $15,623,000
Number of returns with tax liability 1,370
Total tax liability amount [8] $16,203,000
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 380
Tax due at time of filing amount [9] $788,000
Number of returns with overpayments refunded 960
Overpayments refunded amount [10] $2,408,000

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

Number of returns [1] 1,580
Number of single returns 620
Number of joint returns 910
Number of head of household returns 50
Number of returns with paid preparer's signature 730
Number of exemptions 3,130
Number of dependents 650
Adjust gross income (AGI) [2] $211,916,000
Number of returns with total income 1,580
Salaries and wages amount $214,131,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $186,309
Number of returns with taxable interest 1,020
Taxable interest amount $981
Number of returns with ordinary dividends 690
Ordinary dividends amount $2,649,000
Number of returns with qualified dividends 660
Qualified dividends amount [3] $1,719
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $276
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $6,930,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $3,919,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,381,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $4,162,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $758,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,576,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $2,540,000
Number of returns with total statutory adjustments 570
Total statutory adjustments amount $2,215,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $534,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $363,000
Number of returns with IRA payments 50
IRA payments amount $261,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $250,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $136,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,050
Total itemized deductions amount $21,819,000
Amount of AGI for itemized returns $145,940,000
Number of returns with State and local income taxes 1,030
State and local income taxes amount $7,512,000
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 830
Real estate taxes amount $3,102,000
Number of returns with taxes paid 1,050
Taxes paid amount $10,811,000
Number of returns with mortgage interest paid 770
Mortgage interest paid amount $7,663,000
Number of returns with contributions 810
Contributions amount $1,825,000
Number of returns with taxable income 1,580
Taxable income amount $172,452,000
Number of returns with income tax before credits 1,580
Income tax before credits amount $33,104,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $76,000
Number of returns with total tax credits 550
Total tax credits amount $612,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $168,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $84,000
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 $175,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 280
Self-employment tax amount $1,047,000
Number of returns with total tax payments 1,570
Total tax payments amount $35,262,000
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 $38,000
Number of returns with income tax 1,570
Income tax amount [7] $32,492,000
Number of returns with tax liability 1,580
Total tax liability amount [8] $33,668,000
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 560
Tax due at time of filing amount [9] $2,362,000
Number of returns with overpayments refunded 970
Overpayments refunded amount [10] $3,550,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 490
Number of single returns 110
Number of joint returns 370
Number of head of household returns 0
Number of returns with paid preparer's signature 290
Number of exemptions 1,150
Number of dependents 300
Adjust gross income (AGI) [2] $159,390,000
Number of returns with total income 490
Salaries and wages amount $161,961,000
Number of returns with salaries and wages 460
Salaries and wages amount $115,809
Number of returns with taxable interest 410
Taxable interest amount $1,669
Number of returns with ordinary dividends 330
Ordinary dividends amount $3,843,000
Number of returns with qualified dividends 320
Qualified dividends amount [3] $2,639
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $213
Number of returns with business or professional net income (less loss) 120
Business or professional net income (less loss) amount $8,030,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $16,965,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,790,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,874,000
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 20
Taxable Social Security benefits amount $592,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $9,660,000
Number of returns with total statutory adjustments 160
Total statutory adjustments amount $2,571,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $906,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $406,000
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 460
Total itemized deductions amount $15,250,000
Amount of AGI for itemized returns $147,174,000
Number of returns with State and local income taxes 450
State and local income taxes amount $7,720,000
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 370
Real estate taxes amount $1,868,000
Number of returns with taxes paid 460
Taxes paid amount $9,695,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $4,324,000
Number of returns with contributions 380
Contributions amount $1,381,000
Number of returns with taxable income 490
Taxable income amount $140,218,000
Number of returns with income tax before credits 490
Income tax before credits amount $34,965,000
Number of returns with alternative minimum tax 260
Alternative minimum tax amount $994,000
Number of returns with total tax credits 260
Total tax credits amount $777,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $210,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $40,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 130
Self-employment tax amount $975,000
Number of returns with total tax payments 490
Total tax payments amount $34,083,000
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 490
Income tax amount [7] $34,227,000
Number of returns with tax liability 490
Total tax liability amount [8] $36,117,000
Number of returns with Additional Medicare tax 280
Additional Medicare tax $285,000
Number of returns with net investment income tax 280
Net investment income tax $285,000
Number of returns with tax due at time of filing 280
Tax due at time of filing amount [9] $4,446,000
Number of returns with overpayments refunded 160
Overpayments refunded amount [10] $970,000

[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.