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ZIP Code Database - Facts & Stats

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ZIP Code 20837 Income Tax Stats

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

ZIP Code 20837 Data

Zip Code:20837
City:Poolesville
State:MD [Maryland]
Counties: MONTGOMERY, MD
City Alias(es):Poolesville
Area Code:240 / 301
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




20837 Income Tax Overview

Total Number of Tax Returns for ZIP Code 20837 [1] 3,020
Total Number of Single Tax Returns for ZIP Code 20837 1,090
Total Number of Joint Tax Returns for ZIP Code 20837 1,470
Total Number of Dependents for ZIP Code 20837 2,180
Total Adjusted Gross Income for ZIP Code 20837 $303,791,000
Average Income per Person for ZIP Code 20837 $52,477
Average Income per Household for ZIP Code 20837 $100,593

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] 850
Number of single returns 720
Number of joint returns 50
Number of head of household returns 70
Number of returns with paid preparer's signature 320
Number of exemptions 770
Number of dependents 180
Adjust gross income (AGI) [2] $8,542,000
Number of returns with total income 850
Salaries and wages amount $8,852,000
Number of returns with salaries and wages 660
Salaries and wages amount $6,820
Number of returns with taxable interest 130
Taxable interest amount $64
Number of returns with ordinary dividends 110
Ordinary dividends amount $135,000
Number of returns with qualified dividends 100
Qualified dividends amount [3] $108
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $971,000
Number of returns with net capital gain (less loss) 90
Net capital gain (less loss) amount $135,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $177,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $598,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [4] $146,000
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $310,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $51,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $43,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 70
Total itemized deductions amount $1,203,000
Amount of AGI for itemized returns $992,000
Number of returns with State and local income taxes 40
State and local income taxes amount $61,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $12,000
Number of returns with real estate taxes 50
Real estate taxes amount $169,000
Number of returns with taxes paid 70
Taxes paid amount $255,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $378,000
Number of returns with contributions 40
Contributions amount $78,000
Number of returns with taxable income 390
Taxable income amount $2,109,000
Number of returns with income tax before credits 360
Income tax before credits amount $214,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $26,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 $14,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $4,000
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 130
Self-employment tax amount $172,000
Number of returns with total tax payments 720
Total tax payments amount $1,127,000
Number of returns with earned income credit 180
Earned income credit amount [5] $340,000
Number of returns with excess earned income credit 150
Excess earned income credit (refundable) amount [6] $283,000
Number of returns with additional child tax credit 80
Additional child tax credit amount $95,000
Number of returns with refundable education credit 40
Refundable education credit amount $35,000
Number of returns with income tax 320
Income tax amount [7] $188,000
Number of returns with tax liability 430
Total tax liability amount [8] $363,000
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 130
Tax due at time of filing amount [9] $95,000
Number of returns with overpayments refunded 650
Overpayments refunded amount [10] $862,000

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

Number of returns [1] 430
Number of single returns 260
Number of joint returns 80
Number of head of household returns 80
Number of returns with paid preparer's signature 190
Number of exemptions 700
Number of dependents 200
Adjust gross income (AGI) [2] $15,717,000
Number of returns with total income 430
Salaries and wages amount $16,031,000
Number of returns with salaries and wages 350
Salaries and wages amount $12,248
Number of returns with taxable interest 130
Taxable interest amount $94
Number of returns with ordinary dividends 80
Ordinary dividends amount $232,000
Number of returns with qualified dividends 70
Qualified dividends amount [3] $163
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $82
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $530,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $152,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $344,000
Number of returns with taxable pensions and annuities 80
Taxable pensions and annuities amount $1,659,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $129,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $498,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $439,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $314,000
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 50
Self-employment health insurance deduction amount $213,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $78,000
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 130
Total itemized deductions amount $2,250,000
Amount of AGI for itemized returns $4,941,000
Number of returns with State and local income taxes 100
State and local income taxes amount $226,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $32,000
Number of returns with real estate taxes 100
Real estate taxes amount $289,000
Number of returns with taxes paid 130
Taxes paid amount $546,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $712,000
Number of returns with contributions 90
Contributions amount $200,000
Number of returns with taxable income 410
Taxable income amount $8,683,000
Number of returns with income tax before credits 400
Income tax before credits amount $1,075,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 140
Total tax credits amount $121,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $38,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 90
Child tax credit amount $73,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $109,000
Number of returns with total tax payments 410
Total tax payments amount $1,743,000
Number of returns with earned income credit 70
Earned income credit amount [5] $116,000
Number of returns with excess earned income credit 50
Excess earned income credit (refundable) amount [6] $99,000
Number of returns with additional child tax credit 70
Additional child tax credit amount $92,000
Number of returns with refundable education credit 30
Refundable education credit amount $27,000
Number of returns with income tax 340
Income tax amount [7] $954,000
Number of returns with tax liability 360
Total tax liability amount [8] $1,071,000
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 60
Tax due at time of filing amount [9] $102,000
Number of returns with overpayments refunded 350
Overpayments refunded amount [10] $759,000

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

Number of returns [1] 320
Number of single returns 130
Number of joint returns 140
Number of head of household returns 40
Number of returns with paid preparer's signature 150
Number of exemptions 660
Number of dependents 200
Adjust gross income (AGI) [2] $19,936,000
Number of returns with total income 320
Salaries and wages amount $20,247,000
Number of returns with salaries and wages 270
Salaries and wages amount $14,304
Number of returns with taxable interest 170
Taxable interest amount $108
Number of returns with ordinary dividends 90
Ordinary dividends amount $384,000
Number of returns with qualified dividends 80
Qualified dividends amount [3] $286
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $144
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $642,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $223,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $457,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $2,805,000
Number of farm returns 0
Number of returns with unemployment compensation 20
Unemployment compensation amount [4] $140,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,041,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $311,000
Number of returns with educator expenses 40
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $127,000
Number of returns with student loan interest deduction 50
Student loan interest deduction amount $44,000
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 200
Total itemized deductions amount $4,153,000
Amount of AGI for itemized returns $12,415,000
Number of returns with State and local income taxes 180
State and local income taxes amount $741,000
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 170
Real estate taxes amount $628,000
Number of returns with taxes paid 200
Taxes paid amount $1,418,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,426,000
Number of returns with contributions 160
Contributions amount $377,000
Number of returns with taxable income 310
Taxable income amount $12,326,000
Number of returns with income tax before credits 310
Income tax before credits amount $1,750,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 130
Total tax credits amount $164,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 40
Nonrefundable education credit amount $63,000
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 $113,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 40
Self-employment tax amount $110,000
Number of returns with total tax payments 320
Total tax payments amount $2,257,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 30
Refundable education credit amount $32,000
Number of returns with income tax 300
Income tax amount [7] $1,586,000
Number of returns with tax liability 310
Total tax liability amount [8] $1,723,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [9] $145,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [10] $632,000

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

Number of returns [1] 250
Number of single returns 50
Number of joint returns 160
Number of head of household returns 30
Number of returns with paid preparer's signature 110
Number of exemptions 580
Number of dependents 170
Adjust gross income (AGI) [2] $21,779,000
Number of returns with total income 250
Salaries and wages amount $22,107,000
Number of returns with salaries and wages 220
Salaries and wages amount $15,913
Number of returns with taxable interest 160
Taxable interest amount $118
Number of returns with ordinary dividends 90
Ordinary dividends amount $221,000
Number of returns with qualified dividends 80
Qualified dividends amount [3] $161
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $203
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $541,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $309,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $537,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $3,258,000
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 $1,020,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $281,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $328,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 20
Student loan interest deduction amount $33,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 200
Total itemized deductions amount $4,493,000
Amount of AGI for itemized returns $17,446,000
Number of returns with State and local income taxes 190
State and local income taxes amount $1,092,000
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 190
Real estate taxes amount $666,000
Number of returns with taxes paid 200
Taxes paid amount $1,768,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,676,000
Number of returns with contributions 160
Contributions amount $444,000
Number of returns with taxable income 250
Taxable income amount $14,445,000
Number of returns with income tax before credits 250
Income tax before credits amount $2,132,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $150,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $105,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 40
Self-employment tax amount $126,000
Number of returns with total tax payments 250
Total tax payments amount $2,705,000
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 240
Income tax amount [7] $1,982,000
Number of returns with tax liability 250
Total tax liability amount [8] $2,143,000
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 70
Tax due at time of filing amount [9] $186,000
Number of returns with overpayments refunded 180
Overpayments refunded amount [10] $726,000

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

Number of returns [1] 770
Number of single returns 90
Number of joint returns 660
Number of head of household returns 30
Number of returns with paid preparer's signature 350
Number of exemptions 2,320
Number of dependents 890
Adjust gross income (AGI) [2] $110,202,000
Number of returns with total income 770
Salaries and wages amount $111,908,000
Number of returns with salaries and wages 710
Salaries and wages amount $89,053
Number of returns with taxable interest 570
Taxable interest amount $368
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,270,000
Number of returns with qualified dividends 320
Qualified dividends amount [3] $983
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $784
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $4,029,000
Number of returns with net capital gain (less loss) 280
Net capital gain (less loss) amount $981,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,294,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $8,180,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $176,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,353,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $2,112,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $1,706,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $529,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $270,000
Number of returns with IRA payments 40
IRA payments amount $209,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $64,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $42,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 730
Total itemized deductions amount $21,333,000
Amount of AGI for itemized returns $105,002,000
Number of returns with State and local income taxes 720
State and local income taxes amount $7,144,000
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 690
Real estate taxes amount $3,114,000
Number of returns with taxes paid 730
Taxes paid amount $10,341,000
Number of returns with mortgage interest paid 650
Mortgage interest paid amount $7,804,000
Number of returns with contributions 650
Contributions amount $1,935,000
Number of returns with taxable income 770
Taxable income amount $79,285,000
Number of returns with income tax before credits 770
Income tax before credits amount $13,959,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $64,000
Number of returns with total tax credits 390
Total tax credits amount $449,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $195,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 120
Self-employment tax amount $648,000
Number of returns with total tax payments 760
Total tax payments amount $15,282,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 100
Refundable education credit amount $97,000
Number of returns with income tax 770
Income tax amount [7] $13,510,000
Number of returns with tax liability 770
Total tax liability amount [8] $14,279,000
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 270
Tax due at time of filing amount [9] $1,160,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [10] $1,984,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 400
Number of single returns 0
Number of joint returns 380
Number of head of household returns 0
Number of returns with paid preparer's signature 210
Number of exemptions 1,320
Number of dependents 540
Adjust gross income (AGI) [2] $127,615,000
Number of returns with total income 400
Salaries and wages amount $131,823,000
Number of returns with salaries and wages 380
Salaries and wages amount $90,982
Number of returns with taxable interest 340
Taxable interest amount $862
Number of returns with ordinary dividends 250
Ordinary dividends amount $2,559,000
Number of returns with qualified dividends 240
Qualified dividends amount [3] $1,229
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $706
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $4,186,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $6,324,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $1,588,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $5,110,000
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 30
Taxable Social Security benefits amount $710,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $17,175,000
Number of returns with total statutory adjustments 130
Total statutory adjustments amount $2,160,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $729,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $496,000
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 390
Total itemized deductions amount $21,525,000
Amount of AGI for itemized returns $125,938,000
Number of returns with State and local income taxes 380
State and local income taxes amount $10,764,000
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 $2,349,000
Number of returns with taxes paid 390
Taxes paid amount $13,233,000
Number of returns with mortgage interest paid 350
Mortgage interest paid amount $5,981,000
Number of returns with contributions 360
Contributions amount $2,101,000
Number of returns with taxable income 400
Taxable income amount $101,891,000
Number of returns with income tax before credits 400
Income tax before credits amount $26,255,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $1,673,000
Number of returns with total tax credits 170
Total tax credits amount $120,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $43,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
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 20
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 90
Self-employment tax amount $845,000
Number of returns with total tax payments 400
Total tax payments amount $27,115,000
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 400
Income tax amount [7] $26,064,000
Number of returns with tax liability 400
Total tax liability amount [8] $27,546,000
Number of returns with Additional Medicare tax 200
Additional Medicare tax $206,000
Number of returns with net investment income tax 180
Net investment income tax $206,000
Number of returns with tax due at time of filing 190
Tax due at time of filing amount [9] $2,980,000
Number of returns with overpayments refunded 170
Overpayments refunded amount [10] $1,112,000

[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.