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ZIP Code Database - Facts & Stats

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ZIP Code 20878 Income Tax Stats

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

ZIP Code 20878 Data

Zip Code:20878
City:Gaithersburg
State:MD [Maryland]
Counties: MONTGOMERY, MD
City Alias(es):Gaithersburg
Area Code:301
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




20878 Income Tax Overview

Total Number of Tax Returns for ZIP Code 20878 [1] 30,410
Total Number of Single Tax Returns for ZIP Code 20878 10,110
Total Number of Joint Tax Returns for ZIP Code 20878 13,480
Total Number of Dependents for ZIP Code 20878 20,990
Total Adjusted Gross Income for ZIP Code 20878 $3,125,578,000
Average Income per Person for ZIP Code 20878 $50,052
Average Income per Household for ZIP Code 20878 $102,781

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] 8,380
Number of single returns 6,430
Number of joint returns 840
Number of head of household returns 940
Number of returns with paid preparer's signature 4,130
Number of exemptions 9,620
Number of dependents 2,550
Adjust gross income (AGI) [2] $86,533,000
Number of returns with total income 8,380
Salaries and wages amount $89,237,000
Number of returns with salaries and wages 5,830
Salaries and wages amount $67,253
Number of returns with taxable interest 1,510
Taxable interest amount $763
Number of returns with ordinary dividends 1,210
Ordinary dividends amount $1,806,000
Number of returns with qualified dividends 1,110
Qualified dividends amount [3] $1,150
Number of returns with state and local income tax refunds 290
State and local income tax refunds amount $239
Number of returns with business or professional net income (less loss) 2,420
Business or professional net income (less loss) amount $12,918,000
Number of returns with net capital gain (less loss) 1,090
Net capital gain (less loss) amount $882,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $1,892,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $3,960,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [4] $1,455,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $368,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $88,000
Number of returns with total statutory adjustments 2,470
Total statutory adjustments amount $2,704,000
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 130
Self-employment health insurance deduction amount $479,000
Number of returns with IRA payments 50
IRA payments amount $183,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $304,000
Number of returns with tuition and fees deduction 160
Tuition and fees deduction amount $429,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 830
Total itemized deductions amount $12,312,000
Amount of AGI for itemized returns $12,008,000
Number of returns with State and local income taxes 480
State and local income taxes amount $681,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $103,000
Number of returns with real estate taxes 410
Real estate taxes amount $1,612,000
Number of returns with taxes paid 790
Taxes paid amount $2,641,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $3,098,000
Number of returns with contributions 480
Contributions amount $746,000
Number of returns with taxable income 3,380
Taxable income amount $19,082,000
Number of returns with income tax before credits 3,190
Income tax before credits amount $2,013,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,020
Total tax credits amount $393,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $270,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 150
Child tax credit amount $51,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 1,990
Self-employment tax amount $2,131,000
Number of returns with total tax payments 6,400
Total tax payments amount $11,597,000
Number of returns with earned income credit 1,860
Earned income credit amount [5] $4,122,000
Number of returns with excess earned income credit 1,520
Excess earned income credit (refundable) amount [6] $3,284,000
Number of returns with additional child tax credit 1,120
Additional child tax credit amount $1,398,000
Number of returns with refundable education credit 590
Refundable education credit amount $503,000
Number of returns with income tax 2,610
Income tax amount [7] $1,620,000
Number of returns with tax liability 4,380
Total tax liability amount [8] $3,810,000
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 1,760
Tax due at time of filing amount [9] $1,196,000
Number of returns with overpayments refunded 5,620
Overpayments refunded amount [10] $8,915,000

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

Number of returns [1] 4,810
Number of single returns 2,720
Number of joint returns 1,100
Number of head of household returns 810
Number of returns with paid preparer's signature 2,350
Number of exemptions 8,640
Number of dependents 2,780
Adjust gross income (AGI) [2] $176,883,000
Number of returns with total income 4,810
Salaries and wages amount $180,562,000
Number of returns with salaries and wages 4,270
Salaries and wages amount $150,732
Number of returns with taxable interest 1,300
Taxable interest amount $780
Number of returns with ordinary dividends 710
Ordinary dividends amount $1,830,000
Number of returns with qualified dividends 650
Qualified dividends amount [3] $1,170
Number of returns with state and local income tax refunds 810
State and local income tax refunds amount $825
Number of returns with business or professional net income (less loss) 860
Business or professional net income (less loss) amount $8,523,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $1,291,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $2,452,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $8,541,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [4] $1,575,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $3,266,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $976,000
Number of returns with total statutory adjustments 1,530
Total statutory adjustments amount $3,679,000
Number of returns with educator expenses 130
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $177,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $720,000
Number of returns with IRA payments 160
IRA payments amount $692,000
Number of returns with student loan interest deduction 570
Student loan interest deduction amount $718,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $113,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,600
Total itemized deductions amount $29,084,000
Amount of AGI for itemized returns $60,438,000
Number of returns with State and local income taxes 1,380
State and local income taxes amount $3,278,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $114,000
Number of returns with real estate taxes 880
Real estate taxes amount $3,318,000
Number of returns with taxes paid 1,580
Taxes paid amount $6,831,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $7,139,000
Number of returns with contributions 1,090
Contributions amount $2,465,000
Number of returns with taxable income 4,540
Taxable income amount $91,284,000
Number of returns with income tax before credits 4,500
Income tax before credits amount $11,379,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,870
Total tax credits amount $1,664,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $21,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $116,000
Number of returns with nonrefundable education credit 610
Nonrefundable education credit amount $626,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $83,000
Number of returns with child tax credit 870
Child tax credit amount $793,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 650
Self-employment tax amount $1,611,000
Number of returns with total tax payments 4,650
Total tax payments amount $19,615,000
Number of returns with earned income credit 800
Earned income credit amount [5] $1,510,000
Number of returns with excess earned income credit 630
Excess earned income credit (refundable) amount [6] $1,166,000
Number of returns with additional child tax credit 770
Additional child tax credit amount $1,060,000
Number of returns with refundable education credit 400
Refundable education credit amount $351,000
Number of returns with income tax 3,750
Income tax amount [7] $9,714,000
Number of returns with tax liability 4,010
Total tax liability amount [8] $11,450,000
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 810
Tax due at time of filing amount [9] $1,423,000
Number of returns with overpayments refunded 3,880
Overpayments refunded amount [10] $9,409,000

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

Number of returns [1] 3,350
Number of single returns 1,700
Number of joint returns 1,100
Number of head of household returns 410
Number of returns with paid preparer's signature 1,640
Number of exemptions 6,360
Number of dependents 1,900
Adjust gross income (AGI) [2] $207,672,000
Number of returns with total income 3,350
Salaries and wages amount $211,665,000
Number of returns with salaries and wages 2,920
Salaries and wages amount $168,127
Number of returns with taxable interest 1,520
Taxable interest amount $1,075
Number of returns with ordinary dividends 830
Ordinary dividends amount $2,881,000
Number of returns with qualified dividends 770
Qualified dividends amount [3] $1,851
Number of returns with state and local income tax refunds 1,140
State and local income tax refunds amount $1,274
Number of returns with business or professional net income (less loss) 560
Business or professional net income (less loss) amount $6,816,000
Number of returns with net capital gain (less loss) 770
Net capital gain (less loss) amount $1,228,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,948,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $16,087,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [4] $968,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $6,623,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $2,149,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $3,993,000
Number of returns with educator expenses 130
Educator expenses amount $30,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $379,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $766,000
Number of returns with IRA payments 140
IRA payments amount $749,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $489,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $254,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,770
Total itemized deductions amount $35,664,000
Amount of AGI for itemized returns $110,911,000
Number of returns with State and local income taxes 1,650
State and local income taxes amount $6,648,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $82,000
Number of returns with real estate taxes 1,330
Real estate taxes amount $5,211,000
Number of returns with taxes paid 1,750
Taxes paid amount $12,125,000
Number of returns with mortgage interest paid 1,200
Mortgage interest paid amount $11,163,000
Number of returns with contributions 1,370
Contributions amount $3,383,000
Number of returns with taxable income 3,310
Taxable income amount $134,669,000
Number of returns with income tax before credits 3,300
Income tax before credits amount $19,819,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,290
Total tax credits amount $1,682,000
Number of returns with foreign tax credit 260
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $83,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $426,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 750
Child tax credit amount $1,066,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,269,000
Number of returns with total tax payments 3,290
Total tax payments amount $24,637,000
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 140
Additional child tax credit amount $156,000
Number of returns with refundable education credit 230
Refundable education credit amount $227,000
Number of returns with income tax 3,160
Income tax amount [7] $18,136,000
Number of returns with tax liability 3,200
Total tax liability amount [8] $19,512,000
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 780
Tax due at time of filing amount [9] $1,825,000
Number of returns with overpayments refunded 2,500
Overpayments refunded amount [10] $6,674,000

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

Number of returns [1] 2,880
Number of single returns 1,030
Number of joint returns 1,440
Number of head of household returns 290
Number of returns with paid preparer's signature 1,380
Number of exemptions 6,260
Number of dependents 1,940
Adjust gross income (AGI) [2] $251,241,000
Number of returns with total income 2,880
Salaries and wages amount $254,729,000
Number of returns with salaries and wages 2,540
Salaries and wages amount $202,214
Number of returns with taxable interest 1,700
Taxable interest amount $1,198
Number of returns with ordinary dividends 1,000
Ordinary dividends amount $3,486,000
Number of returns with qualified dividends 920
Qualified dividends amount [3] $2,327
Number of returns with state and local income tax refunds 1,450
State and local income tax refunds amount $1,793
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $6,838,000
Number of returns with net capital gain (less loss) 920
Net capital gain (less loss) amount $2,141,000
Number of returns with taxable individual retirement arrangements distributions 330
Taxable individual retirement arrangements distributions amount $5,413,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $20,157,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $548,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $8,420,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $2,336,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $3,488,000
Number of returns with educator expenses 120
Educator expenses amount $32,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $352,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $544,000
Number of returns with IRA payments 140
IRA payments amount $823,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $239,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $68,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,130
Total itemized deductions amount $46,631,000
Amount of AGI for itemized returns $187,169,000
Number of returns with State and local income taxes 2,040
State and local income taxes amount $12,010,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $61,000
Number of returns with real estate taxes 1,720
Real estate taxes amount $7,394,000
Number of returns with taxes paid 2,130
Taxes paid amount $19,872,000
Number of returns with mortgage interest paid 1,530
Mortgage interest paid amount $15,003,000
Number of returns with contributions 1,690
Contributions amount $4,208,000
Number of returns with taxable income 2,870
Taxable income amount $172,555,000
Number of returns with income tax before credits 2,860
Income tax before credits amount $27,243,000
Number of returns with alternative minimum tax 50
Alternative minimum tax amount $50,000
Number of returns with total tax credits 1,340
Total tax credits amount $1,799,000
Number of returns with foreign tax credit 350
Foreign tax credit amount $54,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $88,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $415,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 780
Child tax credit amount $1,156,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,200,000
Number of returns with total tax payments 2,850
Total tax payments amount $32,269,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $35,000
Number of returns with refundable education credit 220
Refundable education credit amount $199,000
Number of returns with income tax 2,830
Income tax amount [7] $25,444,000
Number of returns with tax liability 2,850
Total tax liability amount [8] $26,754,000
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 720
Tax due at time of filing amount [9] $1,963,000
Number of returns with overpayments refunded 2,090
Overpayments refunded amount [10] $7,127,000

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

Number of returns [1] 7,040
Number of single returns 1,110
Number of joint returns 5,390
Number of head of household returns 410
Number of returns with paid preparer's signature 3,070
Number of exemptions 19,430
Number of dependents 7,000
Adjust gross income (AGI) [2] $1,006,594,000
Number of returns with total income 7,040
Salaries and wages amount $1,021,277,000
Number of returns with salaries and wages 6,450
Salaries and wages amount $811,350
Number of returns with taxable interest 5,390
Taxable interest amount $5,558
Number of returns with ordinary dividends 3,540
Ordinary dividends amount $15,262,000
Number of returns with qualified dividends 3,320
Qualified dividends amount [3] $10,687
Number of returns with state and local income tax refunds 4,250
State and local income tax refunds amount $6,419
Number of returns with business or professional net income (less loss) 1,540
Business or professional net income (less loss) amount $37,043,000
Number of returns with net capital gain (less loss) 3,220
Net capital gain (less loss) amount $15,174,000
Number of returns with taxable individual retirement arrangements distributions 890
Taxable individual retirement arrangements distributions amount $20,738,000
Number of returns with taxable pensions and annuities 1,430
Taxable pensions and annuities amount $62,869,000
Number of farm returns 0
Number of returns with unemployment compensation 280
Unemployment compensation amount [4] $1,604,000
Number of returns with taxable Social Security benefits 1,010
Taxable Social Security benefits amount $22,537,000
Number of returns with partnership/S-corp net income (less loss) 780
Partnership/S-corp net income (less loss) amount $19,564,000
Number of returns with total statutory adjustments 2,440
Total statutory adjustments amount $14,683,000
Number of returns with educator expenses 360
Educator expenses amount $89,000
Number of returns with self-employment retirement plans 230
Self-employment retirement plans amount $3,484,000
Number of returns with self-employment health insurance deduction 330
Self-employment health insurance deduction amount $2,634,000
Number of returns with IRA payments 340
IRA payments amount $1,941,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $462,000
Number of returns with tuition and fees deduction 220
Tuition and fees deduction amount $446,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $128,000
Number of returns with itemized deductions 6,490
Total itemized deductions amount $193,679,000
Amount of AGI for itemized returns $937,872,000
Number of returns with State and local income taxes 6,310
State and local income taxes amount $63,210,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $137,000
Number of returns with real estate taxes 5,870
Real estate taxes amount $31,531,000
Number of returns with taxes paid 6,480
Taxes paid amount $96,138,000
Number of returns with mortgage interest paid 5,300
Mortgage interest paid amount $63,418,000
Number of returns with contributions 5,690
Contributions amount $18,038,000
Number of returns with taxable income 7,030
Taxable income amount $731,196,000
Number of returns with income tax before credits 7,030
Income tax before credits amount $131,715,000
Number of returns with alternative minimum tax 510
Alternative minimum tax amount $1,128,000
Number of returns with total tax credits 3,500
Total tax credits amount $3,496,000
Number of returns with foreign tax credit 1,330
Foreign tax credit amount $325,000
Number of returns with child and dependent care credit 890
Child and dependent care credit amount $457,000
Number of returns with nonrefundable education credit 650
Nonrefundable education credit amount $943,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,190
Child tax credit amount $1,368,000
Number of returns with residential energy tax credit 420
Residential energy tax credit amount $167,000
Number of returns with self-employment tax 1,180
Self-employment tax amount $5,967,000
Number of returns with total tax payments 7,010
Total tax payments amount $144,796,000
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 610
Refundable education credit amount $591,000
Number of returns with income tax 7,010
Income tax amount [7] $128,219,000
Number of returns with tax liability 7,020
Total tax liability amount [8] $134,873,000
Number of returns with Additional Medicare tax 100
Additional Medicare tax $27,000
Number of returns with net investment income tax 50
Net investment income tax $27,000
Number of returns with tax due at time of filing 2,510
Tax due at time of filing amount [9] $10,825,000
Number of returns with overpayments refunded 4,270
Overpayments refunded amount [10] $19,053,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 3,950
Number of single returns 240
Number of joint returns 3,610
Number of head of household returns 80
Number of returns with paid preparer's signature 2,230
Number of exemptions 12,380
Number of dependents 4,820
Adjust gross income (AGI) [2] $1,396,655,000
Number of returns with total income 3,950
Salaries and wages amount $1,423,044,000
Number of returns with salaries and wages 3,710
Salaries and wages amount $1,010,598
Number of returns with taxable interest 3,510
Taxable interest amount $8,589
Number of returns with ordinary dividends 2,860
Ordinary dividends amount $26,399,000
Number of returns with qualified dividends 2,760
Qualified dividends amount [3] $19,131
Number of returns with state and local income tax refunds 1,770
State and local income tax refunds amount $4,873
Number of returns with business or professional net income (less loss) 1,020
Business or professional net income (less loss) amount $63,776,000
Number of returns with net capital gain (less loss) 2,710
Net capital gain (less loss) amount $59,913,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $18,909,000
Number of returns with taxable pensions and annuities 810
Taxable pensions and annuities amount $42,597,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $514,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $10,575,000
Number of returns with partnership/S-corp net income (less loss) 1,040
Partnership/S-corp net income (less loss) amount $164,323,000
Number of returns with total statutory adjustments 1,410
Total statutory adjustments amount $26,389,000
Number of returns with educator expenses 150
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 370
Self-employment retirement plans amount $12,378,000
Number of returns with self-employment health insurance deduction 390
Self-employment health insurance deduction amount $4,432,000
Number of returns with IRA payments 40
IRA payments amount $402,000
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 $810,000
Number of returns with itemized deductions 3,930
Total itemized deductions amount $218,937,000
Amount of AGI for itemized returns $1,386,871,000
Number of returns with State and local income taxes 3,860
State and local income taxes amount $110,264,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $110,000
Number of returns with real estate taxes 3,750
Real estate taxes amount $28,543,000
Number of returns with taxes paid 3,930
Taxes paid amount $139,719,000
Number of returns with mortgage interest paid 3,390
Mortgage interest paid amount $54,268,000
Number of returns with contributions 3,660
Contributions amount $23,063,000
Number of returns with taxable income 3,950
Taxable income amount $1,141,917,000
Number of returns with income tax before credits 3,950
Income tax before credits amount $306,994,000
Number of returns with alternative minimum tax 3,000
Alternative minimum tax amount $16,816,000
Number of returns with total tax credits 2,020
Total tax credits amount $3,450,000
Number of returns with foreign tax credit 1,390
Foreign tax credit amount $2,373,000
Number of returns with child and dependent care credit 580
Child and dependent care credit amount $287,000
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 280
Residential energy tax credit amount $189,000
Number of returns with self-employment tax 1,000
Self-employment tax amount $9,753,000
Number of returns with total tax payments 3,940
Total tax payments amount $312,926,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 3,950
Income tax amount [7] $303,624,000
Number of returns with tax liability 3,950
Total tax liability amount [8] $320,233,000
Number of returns with Additional Medicare tax 2,210
Additional Medicare tax $3,175,000
Number of returns with net investment income tax 2,000
Net investment income tax $3,175,000
Number of returns with tax due at time of filing 2,090
Tax due at time of filing amount [9] $30,733,000
Number of returns with overpayments refunded 1,470
Overpayments refunded amount [10] $12,039,000

[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.