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ZIP Code Database - Facts & Stats

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ZIP Code 20816 Income Tax Stats

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

ZIP Code 20816 Data

Zip Code:20816
City:Bethesda
State:MD [Maryland]
Counties: MONTGOMERY, MD
City Alias(es):Bethesda
Area Code:240 / 301
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




20816 Income Tax Overview

Total Number of Tax Returns for ZIP Code 20816 [1] 7,470
Total Number of Single Tax Returns for ZIP Code 20816 1,650
Total Number of Joint Tax Returns for ZIP Code 20816 3,710
Total Number of Dependents for ZIP Code 20816 4,950
Total Adjusted Gross Income for ZIP Code 20816 $1,700,902,000
Average Income per Person for ZIP Code 20816 $104,942
Average Income per Household for ZIP Code 20816 $227,698

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


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

Number of returns [1] 1,490
Number of single returns 1,350
Number of joint returns 70
Number of head of household returns 40
Number of returns with paid preparer's signature 820
Number of exemptions 990
Number of dependents 110
Adjust gross income (AGI) [2] $13,722,000
Number of returns with total income 1,490
Salaries and wages amount $14,318,000
Number of returns with salaries and wages 950
Salaries and wages amount $8,769
Number of returns with taxable interest 530
Taxable interest amount $412
Number of returns with ordinary dividends 640
Ordinary dividends amount $1,622,000
Number of returns with qualified dividends 610
Qualified dividends amount [3] $1,126
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,413,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $864,000
Number of returns with taxable individual retirement arrangements distributions 70
Taxable individual retirement arrangements distributions amount $417,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $982,000
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 50
Taxable Social Security benefits amount $109,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($59,000)
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $596,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $169,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $53,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $127,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 210
Total itemized deductions amount $3,441,000
Amount of AGI for itemized returns $2,760,000
Number of returns with State and local income taxes 100
State and local income taxes amount $225,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $29,000
Number of returns with real estate taxes 110
Real estate taxes amount $628,000
Number of returns with taxes paid 190
Taxes paid amount $890,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $494,000
Number of returns with contributions 110
Contributions amount $176,000
Number of returns with taxable income 770
Taxable income amount $4,393,000
Number of returns with income tax before credits 650
Income tax before credits amount $501,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 240
Total tax credits amount $79,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $60,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 230
Self-employment tax amount $240,000
Number of returns with total tax payments 1,030
Total tax payments amount $1,464,000
Number of returns with earned income credit 150
Earned income credit amount [5] $170,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [6] $121,000
Number of returns with additional child tax credit 40
Additional child tax credit amount $52,000
Number of returns with refundable education credit 50
Refundable education credit amount $42,000
Number of returns with income tax 570
Income tax amount [7] $421,000
Number of returns with tax liability 750
Total tax liability amount [8] $698,000
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 340
Tax due at time of filing amount [9] $253,000
Number of returns with overpayments refunded 810
Overpayments refunded amount [10] $925,000

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

Number of returns [1] 730
Number of single returns 540
Number of joint returns 110
Number of head of household returns 50
Number of returns with paid preparer's signature 400
Number of exemptions 990
Number of dependents 180
Adjust gross income (AGI) [2] $26,834,000
Number of returns with total income 730
Salaries and wages amount $27,747,000
Number of returns with salaries and wages 470
Salaries and wages amount $15,922
Number of returns with taxable interest 330
Taxable interest amount $352
Number of returns with ordinary dividends 320
Ordinary dividends amount $1,943,000
Number of returns with qualified dividends 300
Qualified dividends amount [3] $1,318
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $125
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $2,273,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $1,069,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,330,000
Number of returns with taxable pensions and annuities 150
Taxable pensions and annuities amount $3,059,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $420,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $1,410,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $24,000
Number of returns with total statutory adjustments 250
Total statutory adjustments amount $913,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $273,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $213,000
Number of returns with IRA payments 40
IRA payments amount $185,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $138,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 280
Total itemized deductions amount $6,431,000
Amount of AGI for itemized returns $10,448,000
Number of returns with State and local income taxes 180
State and local income taxes amount $570,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $49,000
Number of returns with real estate taxes 190
Real estate taxes amount $1,177,000
Number of returns with taxes paid 270
Taxes paid amount $1,824,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $1,045,000
Number of returns with contributions 210
Contributions amount $492,000
Number of returns with taxable income 670
Taxable income amount $14,745,000
Number of returns with income tax before credits 630
Income tax before credits amount $1,766,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $140,000
Number of returns with foreign tax credit 90
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 60
Nonrefundable education credit amount $64,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 60
Child tax credit amount $55,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 120
Self-employment tax amount $394,000
Number of returns with total tax payments 650
Total tax payments amount $2,674,000
Number of returns with earned income credit 50
Earned income credit amount [5] $80,000
Number of returns with excess earned income credit 30
Excess earned income credit (refundable) amount [6] $45,000
Number of returns with additional child tax credit 50
Additional child tax credit amount $51,000
Number of returns with refundable education credit 30
Refundable education credit amount $28,000
Number of returns with income tax 580
Income tax amount [7] $1,625,000
Number of returns with tax liability 630
Total tax liability amount [8] $2,063,000
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 200
Tax due at time of filing amount [9] $415,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [10] $964,000

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

Number of returns [1] 570
Number of single returns 380
Number of joint returns 120
Number of head of household returns 50
Number of returns with paid preparer's signature 350
Number of exemptions 880
Number of dependents 190
Adjust gross income (AGI) [2] $35,533,000
Number of returns with total income 570
Salaries and wages amount $36,347,000
Number of returns with salaries and wages 340
Salaries and wages amount $19,004
Number of returns with taxable interest 350
Taxable interest amount $630
Number of returns with ordinary dividends 300
Ordinary dividends amount $2,430,000
Number of returns with qualified dividends 290
Qualified dividends amount [3] $1,725
Number of returns with state and local income tax refunds 180
State and local income tax refunds amount $206
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $1,841,000
Number of returns with net capital gain (less loss) 270
Net capital gain (less loss) amount $1,267,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,663,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $6,450,000
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 190
Taxable Social Security benefits amount $2,672,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $46,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $814,000
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 30
Self-employment health insurance deduction amount $200,000
Number of returns with IRA payments 20
IRA payments amount $115,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $55,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $62,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $8,090,000
Amount of AGI for itemized returns $20,780,000
Number of returns with State and local income taxes 280
State and local income taxes amount $1,064,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $40,000
Number of returns with real estate taxes 270
Real estate taxes amount $1,662,000
Number of returns with taxes paid 330
Taxes paid amount $2,803,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,579,000
Number of returns with contributions 270
Contributions amount $728,000
Number of returns with taxable income 550
Taxable income amount $22,849,000
Number of returns with income tax before credits 530
Income tax before credits amount $3,288,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 210
Total tax credits amount $177,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $25,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $36,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $91,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 90
Self-employment tax amount $326,000
Number of returns with total tax payments 550
Total tax payments amount $4,157,000
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 40
Additional child tax credit amount $52,000
Number of returns with refundable education credit 20
Refundable education credit amount $22,000
Number of returns with income tax 510
Income tax amount [7] $3,111,000
Number of returns with tax liability 530
Total tax liability amount [8] $3,499,000
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 180
Tax due at time of filing amount [9] $475,000
Number of returns with overpayments refunded 320
Overpayments refunded amount [10] $949,000

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

Number of returns [1] 510
Number of single returns 270
Number of joint returns 170
Number of head of household returns 50
Number of returns with paid preparer's signature 310
Number of exemptions 900
Number of dependents 230
Adjust gross income (AGI) [2] $44,728,000
Number of returns with total income 510
Salaries and wages amount $46,190,000
Number of returns with salaries and wages 320
Salaries and wages amount $24,483
Number of returns with taxable interest 360
Taxable interest amount $588
Number of returns with ordinary dividends 300
Ordinary dividends amount $2,639,000
Number of returns with qualified dividends 290
Qualified dividends amount [3] $1,931
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $423
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $2,392,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $1,351,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,191,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $8,174,000
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 170
Taxable Social Security benefits amount $2,734,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $649,000
Number of returns with total statutory adjustments 150
Total statutory adjustments amount $1,462,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $485,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $343,000
Number of returns with IRA payments 20
IRA payments amount $106,000
Number of returns with student loan interest deduction 20
Student loan interest deduction amount $21,000
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 410
Total itemized deductions amount $10,734,000
Amount of AGI for itemized returns $35,906,000
Number of returns with State and local income taxes 380
State and local income taxes amount $2,240,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $27,000
Number of returns with real estate taxes 320
Real estate taxes amount $2,246,000
Number of returns with taxes paid 410
Taxes paid amount $4,558,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $2,469,000
Number of returns with contributions 340
Contributions amount $1,048,000
Number of returns with taxable income 500
Taxable income amount $29,653,000
Number of returns with income tax before credits 490
Income tax before credits amount $4,683,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 220
Total tax credits amount $197,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $33,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 80
Child tax credit amount $102,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $552,000
Number of returns with total tax payments 500
Total tax payments amount $6,277,000
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 20
Refundable education credit amount $19,000
Number of returns with income tax 480
Income tax amount [7] $4,485,000
Number of returns with tax liability 490
Total tax liability amount [8] $5,111,000
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 150
Tax due at time of filing amount [9] $488,000
Number of returns with overpayments refunded 300
Overpayments refunded amount [10] $1,283,000

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

Number of returns [1] 1,640
Number of single returns 500
Number of joint returns 990
Number of head of household returns 110
Number of returns with paid preparer's signature 1,000
Number of exemptions 3,720
Number of dependents 1,090
Adjust gross income (AGI) [2] $237,009,000
Number of returns with total income 1,640
Salaries and wages amount $242,258,000
Number of returns with salaries and wages 1,140
Salaries and wages amount $133,311
Number of returns with taxable interest 1,360
Taxable interest amount $2,807
Number of returns with ordinary dividends 1,120
Ordinary dividends amount $12,539,000
Number of returns with qualified dividends 1,080
Qualified dividends amount [3] $9,260
Number of returns with state and local income tax refunds 890
State and local income tax refunds amount $1,680
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $14,237,000
Number of returns with net capital gain (less loss) 1,040
Net capital gain (less loss) amount $8,330,000
Number of returns with taxable individual retirement arrangements distributions 470
Taxable individual retirement arrangements distributions amount $12,572,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $37,459,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $278,000
Number of returns with taxable Social Security benefits 550
Taxable Social Security benefits amount $11,617,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $4,354,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $5,249,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $1,809,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,176,000
Number of returns with IRA payments 70
IRA payments amount $404,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $63,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $63,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,520
Total itemized deductions amount $53,785,000
Amount of AGI for itemized returns $220,662,000
Number of returns with State and local income taxes 1,450
State and local income taxes amount $14,740,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $46,000
Number of returns with real estate taxes 1,350
Real estate taxes amount $10,486,000
Number of returns with taxes paid 1,510
Taxes paid amount $25,506,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $13,542,000
Number of returns with contributions 1,370
Contributions amount $5,012,000
Number of returns with taxable income 1,630
Taxable income amount $167,934,000
Number of returns with income tax before credits 1,620
Income tax before credits amount $30,513,000
Number of returns with alternative minimum tax 220
Alternative minimum tax amount $541,000
Number of returns with total tax credits 890
Total tax credits amount $719,000
Number of returns with foreign tax credit 580
Foreign tax credit amount $220,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $85,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $118,000
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 $178,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 400
Self-employment tax amount $2,448,000
Number of returns with total tax payments 1,630
Total tax payments amount $36,645,000
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 $77,000
Number of returns with income tax 1,610
Income tax amount [7] $29,794,000
Number of returns with tax liability 1,630
Total tax liability amount [8] $32,684,000
Number of returns with Additional Medicare tax 40
Additional Medicare tax $11,000
Number of returns with net investment income tax 20
Net investment income tax $11,000
Number of returns with tax due at time of filing 550
Tax due at time of filing amount [9] $2,680,000
Number of returns with overpayments refunded 860
Overpayments refunded amount [10] $5,028,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 2,530
Number of single returns 190
Number of joint returns 2,250
Number of head of household returns 60
Number of returns with paid preparer's signature 1,840
Number of exemptions 7,930
Number of dependents 3,150
Adjust gross income (AGI) [2] $1,343,076,000
Number of returns with total income 2,530
Salaries and wages amount $1,384,816,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $717,167
Number of returns with taxable interest 2,310
Taxable interest amount $17,217
Number of returns with ordinary dividends 2,040
Ordinary dividends amount $57,153,000
Number of returns with qualified dividends 1,970
Qualified dividends amount [3] $45,478
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $4,548
Number of returns with business or professional net income (less loss) 770
Business or professional net income (less loss) amount $66,997,000
Number of returns with net capital gain (less loss) 1,960
Net capital gain (less loss) amount $104,993,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $20,276,000
Number of returns with taxable pensions and annuities 620
Taxable pensions and annuities amount $48,404,000
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 480
Taxable Social Security benefits amount $12,786,000
Number of returns with partnership/S-corp net income (less loss) 970
Partnership/S-corp net income (less loss) amount $321,028,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $41,740,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 540
Self-employment retirement plans amount $24,212,000
Number of returns with self-employment health insurance deduction 470
Self-employment health insurance deduction amount $6,429,000
Number of returns with IRA payments 30
IRA payments amount $281,000
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 $243,000
Number of returns with itemized deductions 2,520
Total itemized deductions amount $224,607,000
Amount of AGI for itemized returns $1,330,345,000
Number of returns with State and local income taxes 2,470
State and local income taxes amount $116,154,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $55,000
Number of returns with real estate taxes 2,400
Real estate taxes amount $26,803,000
Number of returns with taxes paid 2,510
Taxes paid amount $143,794,000
Number of returns with mortgage interest paid 1,970
Mortgage interest paid amount $41,133,000
Number of returns with contributions 2,380
Contributions amount $42,196,000
Number of returns with taxable income 2,520
Taxable income amount $1,103,111,000
Number of returns with income tax before credits 2,530
Income tax before credits amount $325,675,000
Number of returns with alternative minimum tax 1,940
Alternative minimum tax amount $16,739,000
Number of returns with total tax credits 1,640
Total tax credits amount $4,950,000
Number of returns with foreign tax credit 1,290
Foreign tax credit amount $4,127,000
Number of returns with child and dependent care credit 450
Child and dependent care credit amount $250,000
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 $200,000
Number of returns with self-employment tax 1,060
Self-employment tax amount $17,041,000
Number of returns with total tax payments 2,520
Total tax payments amount $353,284,000
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 2,530
Income tax amount [7] $321,150,000
Number of returns with tax liability 2,530
Total tax liability amount [8] $349,720,000
Number of returns with Additional Medicare tax 1,540
Additional Medicare tax $4,619,000
Number of returns with net investment income tax 1,780
Net investment income tax $4,619,000
Number of returns with tax due at time of filing 1,220
Tax due at time of filing amount [9] $29,440,000
Number of returns with overpayments refunded 710
Overpayments refunded amount [10] $9,862,000

[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.