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ZIP Code Database - Facts & Stats

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ZIP Code 02478 Income Tax Stats

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

ZIP Code 02478 Data

Zip Code:02478
City:Belmont
State:MA [Massachusetts]
Counties: MIDDLESEX, MA
City Alias(es):Belmont
Area Code:617 / 857
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




02478 Income Tax Overview

Total Number of Tax Returns for ZIP Code 02478 [1] 12,190
Total Number of Single Tax Returns for ZIP Code 02478 3,760
Total Number of Joint Tax Returns for ZIP Code 02478 5,640
Total Number of Dependents for ZIP Code 02478 7,810
Total Adjusted Gross Income for ZIP Code 02478 $1,890,192,000
Average Income per Person for ZIP Code 02478 $76,638
Average Income per Household for ZIP Code 02478 $155,061

The following tables break down the Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 2,860
Number of single returns 2,440
Number of joint returns 240
Number of head of household returns 130
Number of returns with paid preparer's signature 1,430
Number of exemptions 2,350
Number of dependents 380
Adjust gross income (AGI) [2] $28,385,000
Number of returns with total income 2,860
Salaries and wages amount $29,620,000
Number of returns with salaries and wages 1,940
Salaries and wages amount $18,346
Number of returns with taxable interest 870
Taxable interest amount $684
Number of returns with ordinary dividends 800
Ordinary dividends amount $1,959,000
Number of returns with qualified dividends 740
Qualified dividends amount [3] $1,404
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $85
Number of returns with business or professional net income (less loss) 410
Business or professional net income (less loss) amount $3,380,000
Number of returns with net capital gain (less loss) 670
Net capital gain (less loss) amount $827,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $1,118,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $2,603,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $569,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $236,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $270,000
Number of returns with total statutory adjustments 590
Total statutory adjustments amount $1,235,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
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 $433,000
Number of returns with IRA payments 30
IRA payments amount $128,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $156,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $184,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 380
Total itemized deductions amount $7,487,000
Amount of AGI for itemized returns $4,858,000
Number of returns with State and local income taxes 180
State and local income taxes amount $324,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $50,000
Number of returns with real estate taxes 260
Real estate taxes amount $2,043,000
Number of returns with taxes paid 360
Taxes paid amount $2,478,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $840,000
Number of returns with contributions 250
Contributions amount $296,000
Number of returns with taxable income 1,310
Taxable income amount $7,771,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $850,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $107,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $75,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 20
Child tax credit amount $6,000
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 $531,000
Number of returns with total tax payments 2,180
Total tax payments amount $3,093,000
Number of returns with earned income credit 390
Earned income credit amount [5] $619,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [6] $486,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $136,000
Number of returns with refundable education credit 90
Refundable education credit amount $81,000
Number of returns with income tax 1,070
Income tax amount [7] $744,000
Number of returns with tax liability 1,330
Total tax liability amount [8] $1,296,000
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 440
Tax due at time of filing amount [9] $406,000
Number of returns with overpayments refunded 1,900
Overpayments refunded amount [10] $2,046,000

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

Number of returns [1] 1,790
Number of single returns 1,230
Number of joint returns 350
Number of head of household returns 170
Number of returns with paid preparer's signature 870
Number of exemptions 2,670
Number of dependents 570
Adjust gross income (AGI) [2] $67,025,000
Number of returns with total income 1,790
Salaries and wages amount $68,913,000
Number of returns with salaries and wages 1,420
Salaries and wages amount $48,129
Number of returns with taxable interest 740
Taxable interest amount $987
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,990,000
Number of returns with qualified dividends 470
Qualified dividends amount [3] $1,477
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $123
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $4,707,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,000,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,098,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $5,884,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $1,107,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $2,477,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $156,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,888,000
Number of returns with educator expenses 70
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $185,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $510,000
Number of returns with IRA payments 50
IRA payments amount $216,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $412,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $47,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 440
Total itemized deductions amount $7,998,000
Amount of AGI for itemized returns $16,744,000
Number of returns with State and local income taxes 360
State and local income taxes amount $735,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $36,000
Number of returns with real estate taxes 350
Real estate taxes amount $2,417,000
Number of returns with taxes paid 440
Taxes paid amount $3,257,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,430,000
Number of returns with contributions 340
Contributions amount $650,000
Number of returns with taxable income 1,720
Taxable income amount $39,362,000
Number of returns with income tax before credits 1,690
Income tax before credits amount $4,884,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $459,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $36,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $194,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 180
Child tax credit amount $176,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 270
Self-employment tax amount $779,000
Number of returns with total tax payments 1,710
Total tax payments amount $7,419,000
Number of returns with earned income credit 170
Earned income credit amount [5] $307,000
Number of returns with excess earned income credit 130
Excess earned income credit (refundable) amount [6] $230,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $174,000
Number of returns with refundable education credit 90
Refundable education credit amount $87,000
Number of returns with income tax 1,530
Income tax amount [7] $4,425,000
Number of returns with tax liability 1,620
Total tax liability amount [8] $5,238,000
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 360
Tax due at time of filing amount [9] $686,000
Number of returns with overpayments refunded 1,370
Overpayments refunded amount [10] $2,734,000

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

Number of returns [1] 1,450
Number of single returns 820
Number of joint returns 460
Number of head of household returns 130
Number of returns with paid preparer's signature 760
Number of exemptions 2,510
Number of dependents 610
Adjust gross income (AGI) [2] $90,004,000
Number of returns with total income 1,450
Salaries and wages amount $91,878,000
Number of returns with salaries and wages 1,170
Salaries and wages amount $63,708
Number of returns with taxable interest 740
Taxable interest amount $872
Number of returns with ordinary dividends 530
Ordinary dividends amount $2,770,000
Number of returns with qualified dividends 500
Qualified dividends amount [3] $1,930
Number of returns with state and local income tax refunds 320
State and local income tax refunds amount $206
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $5,048,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $1,591,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,843,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $8,078,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $758,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $4,702,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $719,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,874,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $459,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $523,000
Number of returns with IRA payments 50
IRA payments amount $184,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $264,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $134,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $27,000
Number of returns with itemized deductions 550
Total itemized deductions amount $11,797,000
Amount of AGI for itemized returns $34,865,000
Number of returns with State and local income taxes 490
State and local income taxes amount $1,763,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $36,000
Number of returns with real estate taxes 470
Real estate taxes amount $3,440,000
Number of returns with taxes paid 550
Taxes paid amount $5,358,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $2,253,000
Number of returns with contributions 460
Contributions amount $1,044,000
Number of returns with taxable income 1,430
Taxable income amount $61,748,000
Number of returns with income tax before credits 1,410
Income tax before credits amount $9,139,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $621,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $169,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 260
Child tax credit amount $346,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 240
Self-employment tax amount $792,000
Number of returns with total tax payments 1,420
Total tax payments amount $11,331,000
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 70
Additional child tax credit amount $80,000
Number of returns with refundable education credit 80
Refundable education credit amount $86,000
Number of returns with income tax 1,360
Income tax amount [7] $8,518,000
Number of returns with tax liability 1,390
Total tax liability amount [8] $9,335,000
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 370
Tax due at time of filing amount [9] $881,000
Number of returns with overpayments refunded 1,020
Overpayments refunded amount [10] $2,680,000

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

Number of returns [1] 1,130
Number of single returns 440
Number of joint returns 560
Number of head of household returns 100
Number of returns with paid preparer's signature 570
Number of exemptions 2,390
Number of dependents 700
Adjust gross income (AGI) [2] $98,181,000
Number of returns with total income 1,130
Salaries and wages amount $99,863,000
Number of returns with salaries and wages 950
Salaries and wages amount $71,749
Number of returns with taxable interest 690
Taxable interest amount $979
Number of returns with ordinary dividends 470
Ordinary dividends amount $2,520,000
Number of returns with qualified dividends 440
Qualified dividends amount [3] $1,756
Number of returns with state and local income tax refunds 360
State and local income tax refunds amount $222
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $4,269,000
Number of returns with net capital gain (less loss) 400
Net capital gain (less loss) amount $1,556,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,369,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $7,426,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $731,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $4,548,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,209,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $1,682,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $461,000
Number of returns with IRA payments 50
IRA payments amount $273,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $147,000
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 600
Total itemized deductions amount $13,736,000
Amount of AGI for itemized returns $52,471,000
Number of returns with State and local income taxes 560
State and local income taxes amount $2,476,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $27,000
Number of returns with real estate taxes 510
Real estate taxes amount $3,613,000
Number of returns with taxes paid 600
Taxes paid amount $6,286,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $3,629,000
Number of returns with contributions 520
Contributions amount $1,284,000
Number of returns with taxable income 1,120
Taxable income amount $70,166,000
Number of returns with income tax before credits 1,120
Income tax before credits amount $11,123,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 530
Total tax credits amount $760,000
Number of returns with foreign tax credit 180
Foreign tax credit amount $73,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $59,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $175,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $433,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 210
Self-employment tax amount $763,000
Number of returns with total tax payments 1,110
Total tax payments amount $13,075,000
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 80
Refundable education credit amount $79,000
Number of returns with income tax 1,110
Income tax amount [7] $10,363,000
Number of returns with tax liability 1,120
Total tax liability amount [8] $11,167,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 320
Tax due at time of filing amount [9] $1,052,000
Number of returns with overpayments refunded 740
Overpayments refunded amount [10] $2,601,000

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

Number of returns [1] 2,620
Number of single returns 490
Number of joint returns 1,950
Number of head of household returns 150
Number of returns with paid preparer's signature 1,410
Number of exemptions 7,060
Number of dependents 2,480
Adjust gross income (AGI) [2] $373,797,000
Number of returns with total income 2,620
Salaries and wages amount $380,957,000
Number of returns with salaries and wages 2,290
Salaries and wages amount $274,258
Number of returns with taxable interest 1,930
Taxable interest amount $3,378
Number of returns with ordinary dividends 1,440
Ordinary dividends amount $11,318,000
Number of returns with qualified dividends 1,360
Qualified dividends amount [3] $8,456
Number of returns with state and local income tax refunds 1,130
State and local income tax refunds amount $879
Number of returns with business or professional net income (less loss) 690
Business or professional net income (less loss) amount $20,568,000
Number of returns with net capital gain (less loss) 1,320
Net capital gain (less loss) amount $10,742,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $11,511,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $19,464,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [4] $1,495,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $11,465,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $9,449,000
Number of returns with total statutory adjustments 1,070
Total statutory adjustments amount $7,161,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $2,094,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,742,000
Number of returns with IRA payments 120
IRA payments amount $659,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $265,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $170,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,090
Total itemized deductions amount $61,463,000
Amount of AGI for itemized returns $305,118,000
Number of returns with State and local income taxes 2,030
State and local income taxes amount $15,673,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $76,000
Number of returns with real estate taxes 1,880
Real estate taxes amount $15,866,000
Number of returns with taxes paid 2,090
Taxes paid amount $32,285,000
Number of returns with mortgage interest paid 1,490
Mortgage interest paid amount $16,291,000
Number of returns with contributions 1,870
Contributions amount $5,670,000
Number of returns with taxable income 2,610
Taxable income amount $279,797,000
Number of returns with income tax before credits 2,600
Income tax before credits amount $50,610,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $668,000
Number of returns with total tax credits 1,370
Total tax credits amount $1,476,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $323,000
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $190,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $298,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 450
Child tax credit amount $511,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 620
Self-employment tax amount $3,152,000
Number of returns with total tax payments 2,590
Total tax payments amount $56,391,000
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 170
Refundable education credit amount $177,000
Number of returns with income tax 2,590
Income tax amount [7] $49,134,000
Number of returns with tax liability 2,600
Total tax liability amount [8] $52,463,000
Number of returns with Additional Medicare tax 30
Additional Medicare tax $9,000
Number of returns with net investment income tax 0
Net investment income tax $9,000
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [9] $4,712,000
Number of returns with overpayments refunded 1,430
Overpayments refunded amount [10] $6,838,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 2,340
Number of single returns 200
Number of joint returns 2,080
Number of head of household returns 40
Number of returns with paid preparer's signature 1,580
Number of exemptions 7,490
Number of dependents 3,070
Adjust gross income (AGI) [2] $1,232,800,000
Number of returns with total income 2,340
Salaries and wages amount $1,256,993,000
Number of returns with salaries and wages 2,060
Salaries and wages amount $665,902
Number of returns with taxable interest 2,050
Taxable interest amount $17,817
Number of returns with ordinary dividends 1,790
Ordinary dividends amount $47,534,000
Number of returns with qualified dividends 1,740
Qualified dividends amount [3] $34,095
Number of returns with state and local income tax refunds 840
State and local income tax refunds amount $3,492
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $62,853,000
Number of returns with net capital gain (less loss) 1,760
Net capital gain (less loss) amount $172,944,000
Number of returns with taxable individual retirement arrangements distributions 380
Taxable individual retirement arrangements distributions amount $16,380,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $20,246,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $688,000
Number of returns with taxable Social Security benefits 370
Taxable Social Security benefits amount $10,318,000
Number of returns with partnership/S-corp net income (less loss) 700
Partnership/S-corp net income (less loss) amount $192,808,000
Number of returns with total statutory adjustments 1,020
Total statutory adjustments amount $24,193,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 330
Self-employment retirement plans amount $10,945,000
Number of returns with self-employment health insurance deduction 300
Self-employment health insurance deduction amount $4,014,000
Number of returns with IRA payments 40
IRA payments amount $339,000
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 60
Domestic production activities deduction amount $1,626,000
Number of returns with itemized deductions 2,290
Total itemized deductions amount $157,807,000
Amount of AGI for itemized returns $1,207,673,000
Number of returns with State and local income taxes 2,270
State and local income taxes amount $75,406,000
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 2,160
Real estate taxes amount $28,304,000
Number of returns with taxes paid 2,290
Taxes paid amount $104,935,000
Number of returns with mortgage interest paid 1,680
Mortgage interest paid amount $26,477,000
Number of returns with contributions 2,130
Contributions amount $28,469,000
Number of returns with taxable income 2,330
Taxable income amount $1,057,661,000
Number of returns with income tax before credits 2,340
Income tax before credits amount $302,260,000
Number of returns with alternative minimum tax 1,710
Alternative minimum tax amount $12,265,000
Number of returns with total tax credits 1,430
Total tax credits amount $6,590,000
Number of returns with foreign tax credit 1,070
Foreign tax credit amount $5,616,000
Number of returns with child and dependent care credit 420
Child and dependent care credit amount $201,000
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 140
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 840
Self-employment tax amount $8,819,000
Number of returns with total tax payments 2,330
Total tax payments amount $325,339,000
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 2,340
Income tax amount [7] $298,035,000
Number of returns with tax liability 2,340
Total tax liability amount [8] $315,937,000
Number of returns with Additional Medicare tax 1,360
Additional Medicare tax $3,037,000
Number of returns with net investment income tax 1,500
Net investment income tax $3,037,000
Number of returns with tax due at time of filing 1,170
Tax due at time of filing amount [9] $30,271,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [10] $16,833,000

[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.