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ZIP Code Database - Facts & Stats

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ZIP Code 27040 Income Tax Stats

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

ZIP Code 27040 Data

Zip Code:27040
City:Pfafftown
State:NC [North Carolina]
Counties: FORSYTH, NC
City Alias(es):Pfafftown
Area Code:336
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




27040 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27040 [1] 5,130
Total Number of Single Tax Returns for ZIP Code 27040 2,360
Total Number of Joint Tax Returns for ZIP Code 27040 2,540
Total Number of Dependents for ZIP Code 27040 3,240
Total Adjusted Gross Income for ZIP Code 27040 $332,499,000
Average Income per Person for ZIP Code 27040 $30,524
Average Income per Household for ZIP Code 27040 $64,815

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] 1,650
Number of single returns 1,170
Number of joint returns 250
Number of head of household returns 190
Number of returns with paid preparer's signature 760
Number of exemptions 2,030
Number of dependents 520
Adjust gross income (AGI) [2] $18,789,000
Number of returns with total income 1,650
Salaries and wages amount $19,162,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $12,837
Number of returns with taxable interest 350
Taxable interest amount $200
Number of returns with ordinary dividends 230
Ordinary dividends amount $365,000
Number of returns with qualified dividends 210
Qualified dividends amount [3] $237
Number of returns with state and local income tax refunds 50
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 230
Business or professional net income (less loss) amount $1,355,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $129,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $905,000
Number of returns with taxable pensions and annuities 300
Taxable pensions and annuities amount $2,781,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $477,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $177,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $56,000
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $373,000
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 30
Self-employment health insurance deduction amount $97,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 40
Student loan interest deduction amount $33,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $60,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 170
Total itemized deductions amount $2,761,000
Amount of AGI for itemized returns $2,475,000
Number of returns with State and local income taxes 70
State and local income taxes amount $71,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $50,000
Number of returns with real estate taxes 140
Real estate taxes amount $282,000
Number of returns with taxes paid 160
Taxes paid amount $430,000
Number of returns with mortgage interest paid 100
Mortgage interest paid amount $556,000
Number of returns with contributions 130
Contributions amount $307,000
Number of returns with taxable income 660
Taxable income amount $3,750,000
Number of returns with income tax before credits 620
Income tax before credits amount $389,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 150
Total tax credits amount $36,000
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 40
Nonrefundable education credit amount $17,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $10,000
Number of returns with child tax credit 30
Child tax credit amount $7,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 190
Self-employment tax amount $247,000
Number of returns with total tax payments 1,440
Total tax payments amount $2,549,000
Number of returns with earned income credit 430
Earned income credit amount [5] $967,000
Number of returns with excess earned income credit 370
Excess earned income credit (refundable) amount [6] $834,000
Number of returns with additional child tax credit 230
Additional child tax credit amount $275,000
Number of returns with refundable education credit 70
Refundable education credit amount $56,000
Number of returns with income tax 550
Income tax amount [7] $354,000
Number of returns with tax liability 730
Total tax liability amount [8] $619,000
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 160
Tax due at time of filing amount [9] $118,000
Number of returns with overpayments refunded 1,330
Overpayments refunded amount [10] $2,042,000

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

Number of returns [1] 1,100
Number of single returns 470
Number of joint returns 400
Number of head of household returns 180
Number of returns with paid preparer's signature 570
Number of exemptions 2,120
Number of dependents 630
Adjust gross income (AGI) [2] $39,955,000
Number of returns with total income 1,100
Salaries and wages amount $40,526,000
Number of returns with salaries and wages 870
Salaries and wages amount $28,599
Number of returns with taxable interest 380
Taxable interest amount $329
Number of returns with ordinary dividends 240
Ordinary dividends amount $734,000
Number of returns with qualified dividends 220
Qualified dividends amount [3] $527
Number of returns with state and local income tax refunds 240
State and local income tax refunds amount $173
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,123,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $139,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $1,597,000
Number of returns with taxable pensions and annuities 320
Taxable pensions and annuities amount $5,312,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $380,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $1,912,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $169,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $571,000
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 40
Self-employment health insurance deduction amount $172,000
Number of returns with IRA payments 30
IRA payments amount $88,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $91,000
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 370
Total itemized deductions amount $5,707,000
Amount of AGI for itemized returns $14,037,000
Number of returns with State and local income taxes 310
State and local income taxes amount $621,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $43,000
Number of returns with real estate taxes 330
Real estate taxes amount $618,000
Number of returns with taxes paid 370
Taxes paid amount $1,350,000
Number of returns with mortgage interest paid 280
Mortgage interest paid amount $1,461,000
Number of returns with contributions 300
Contributions amount $900,000
Number of returns with taxable income 1,050
Taxable income amount $19,704,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $2,328,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 430
Total tax credits amount $338,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $65,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 220
Child tax credit amount $210,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 130
Self-employment tax amount $280,000
Number of returns with total tax payments 1,060
Total tax payments amount $4,183,000
Number of returns with earned income credit 220
Earned income credit amount [5] $396,000
Number of returns with excess earned income credit 180
Excess earned income credit (refundable) amount [6] $327,000
Number of returns with additional child tax credit 170
Additional child tax credit amount $229,000
Number of returns with refundable education credit 50
Refundable education credit amount $40,000
Number of returns with income tax 870
Income tax amount [7] $1,990,000
Number of returns with tax liability 920
Total tax liability amount [8] $2,308,000
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] $270,000
Number of returns with overpayments refunded 890
Overpayments refunded amount [10] $2,092,000

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

Number of returns [1] 840
Number of single returns 230
Number of joint returns 530
Number of head of household returns 70
Number of returns with paid preparer's signature 460
Number of exemptions 1,960
Number of dependents 580
Adjust gross income (AGI) [2] $52,271,000
Number of returns with total income 840
Salaries and wages amount $52,786,000
Number of returns with salaries and wages 710
Salaries and wages amount $37,450
Number of returns with taxable interest 390
Taxable interest amount $445
Number of returns with ordinary dividends 240
Ordinary dividends amount $917,000
Number of returns with qualified dividends 220
Qualified dividends amount [3] $664
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $308
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $823,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $409,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $1,915,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $5,955,000
Number of farm returns 40
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $325,000
Number of returns with taxable Social Security benefits 240
Taxable Social Security benefits amount $3,788,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $357,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $515,000
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 40
Self-employment health insurance deduction amount $194,000
Number of returns with IRA payments 40
IRA payments amount $94,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $71,000
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 450
Total itemized deductions amount $7,161,000
Amount of AGI for itemized returns $27,846,000
Number of returns with State and local income taxes 410
State and local income taxes amount $1,381,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $24,000
Number of returns with real estate taxes 420
Real estate taxes amount $813,000
Number of returns with taxes paid 440
Taxes paid amount $2,319,000
Number of returns with mortgage interest paid 370
Mortgage interest paid amount $2,168,000
Number of returns with contributions 390
Contributions amount $1,279,000
Number of returns with taxable income 840
Taxable income amount $32,944,000
Number of returns with income tax before credits 840
Income tax before credits amount $4,421,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 390
Total tax credits amount $544,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $26,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $110,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 230
Child tax credit amount $365,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 90
Self-employment tax amount $222,000
Number of returns with total tax payments 830
Total tax payments amount $5,326,000
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 50
Additional child tax credit amount $53,000
Number of returns with refundable education credit 70
Refundable education credit amount $64,000
Number of returns with income tax 790
Income tax amount [7] $3,878,000
Number of returns with tax liability 810
Total tax liability amount [8] $4,141,000
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 230
Tax due at time of filing amount [9] $394,000
Number of returns with overpayments refunded 590
Overpayments refunded amount [10] $1,527,000

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

Number of returns [1] 570
Number of single returns 70
Number of joint returns 480
Number of head of household returns 20
Number of returns with paid preparer's signature 320
Number of exemptions 1,490
Number of dependents 450
Adjust gross income (AGI) [2] $49,051,000
Number of returns with total income 570
Salaries and wages amount $49,520,000
Number of returns with salaries and wages 490
Salaries and wages amount $35,281
Number of returns with taxable interest 310
Taxable interest amount $307
Number of returns with ordinary dividends 210
Ordinary dividends amount $692,000
Number of returns with qualified dividends 190
Qualified dividends amount [3] $549
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $303
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $508,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $611,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $1,819,000
Number of returns with taxable pensions and annuities 200
Taxable pensions and annuities amount $5,339,000
Number of farm returns 20
Number of returns with unemployment compensation 20
Unemployment compensation amount [4] $130,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,354,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $694,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $469,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $281,000
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 70
Student loan interest deduction amount $80,000
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 380
Total itemized deductions amount $7,308,000
Amount of AGI for itemized returns $32,970,000
Number of returns with State and local income taxes 360
State and local income taxes amount $1,671,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $49,000
Number of returns with real estate taxes 370
Real estate taxes amount $852,000
Number of returns with taxes paid 380
Taxes paid amount $2,654,000
Number of returns with mortgage interest paid 320
Mortgage interest paid amount $2,386,000
Number of returns with contributions 330
Contributions amount $1,202,000
Number of returns with taxable income 560
Taxable income amount $33,622,000
Number of returns with income tax before credits 560
Income tax before credits amount $4,636,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $450,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $22,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $90,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $305,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $12,000
Number of returns with self-employment tax 70
Self-employment tax amount $163,000
Number of returns with total tax payments 560
Total tax payments amount $5,134,000
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 60
Refundable education credit amount $52,000
Number of returns with income tax 560
Income tax amount [7] $4,186,000
Number of returns with tax liability 560
Total tax liability amount [8] $4,402,000
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 170
Tax due at time of filing amount [9] $362,000
Number of returns with overpayments refunded 380
Overpayments refunded amount [10] $1,065,000

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

Number of returns [1] 770
Number of single returns 50
Number of joint returns 700
Number of head of household returns 30
Number of returns with paid preparer's signature 400
Number of exemptions 2,270
Number of dependents 790
Adjust gross income (AGI) [2] $102,004,000
Number of returns with total income 770
Salaries and wages amount $103,092,000
Number of returns with salaries and wages 690
Salaries and wages amount $76,700
Number of returns with taxable interest 470
Taxable interest amount $518
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,681,000
Number of returns with qualified dividends 310
Qualified dividends amount [3] $1,280
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $621
Number of returns with business or professional net income (less loss) 160
Business or professional net income (less loss) amount $2,806,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $1,408,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $3,263,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $10,327,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $188,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $3,425,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,797,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $1,089,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $326,000
Number of returns with IRA payments 40
IRA payments amount $199,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $78,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 670
Total itemized deductions amount $16,357,000
Amount of AGI for itemized returns $90,379,000
Number of returns with State and local income taxes 650
State and local income taxes amount $5,030,000
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 660
Real estate taxes amount $1,710,000
Number of returns with taxes paid 670
Taxes paid amount $7,046,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $4,545,000
Number of returns with contributions 630
Contributions amount $3,123,000
Number of returns with taxable income 770
Taxable income amount $75,564,000
Number of returns with income tax before credits 770
Income tax before credits amount $12,723,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 410
Total tax credits amount $581,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $51,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $196,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 180
Child tax credit amount $232,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 110
Self-employment tax amount $436,000
Number of returns with total tax payments 770
Total tax payments amount $13,411,000
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 120
Refundable education credit amount $123,000
Number of returns with income tax 760
Income tax amount [7] $12,142,000
Number of returns with tax liability 770
Total tax liability amount [8] $12,746,000
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 300
Tax due at time of filing amount [9] $1,166,000
Number of returns with overpayments refunded 450
Overpayments refunded amount [10] $1,702,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 200
Number of single returns 0
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 650
Number of dependents 270
Adjust gross income (AGI) [2] $70,429,000
Number of returns with total income 200
Salaries and wages amount $71,467,000
Number of returns with salaries and wages 180
Salaries and wages amount $49,315
Number of returns with taxable interest 160
Taxable interest amount $395
Number of returns with ordinary dividends 140
Ordinary dividends amount $2,780,000
Number of returns with qualified dividends 130
Qualified dividends amount [3] $2,265
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $235
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $2,966,000
Number of returns with net capital gain (less loss) 130
Net capital gain (less loss) amount $3,996,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $739,000
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,954,000
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 $669,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $6,071,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $1,038,000
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 30
Self-employment health insurance deduction amount $322,000
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 200
Total itemized deductions amount $9,574,000
Amount of AGI for itemized returns $68,488,000
Number of returns with State and local income taxes 190
State and local income taxes amount $4,767,000
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 $803,000
Number of returns with taxes paid 200
Taxes paid amount $5,666,000
Number of returns with mortgage interest paid 160
Mortgage interest paid amount $1,717,000
Number of returns with contributions 190
Contributions amount $1,812,000
Number of returns with taxable income 200
Taxable income amount $58,995,000
Number of returns with income tax before credits 200
Income tax before credits amount $15,358,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $725,000
Number of returns with total tax credits 80
Total tax credits amount $134,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $25,000
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 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 50
Self-employment tax amount $341,000
Number of returns with total tax payments 200
Total tax payments amount $14,605,000
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 200
Income tax amount [7] $15,224,000
Number of returns with tax liability 200
Total tax liability amount [8] $15,938,000
Number of returns with Additional Medicare tax 90
Additional Medicare tax $135,000
Number of returns with net investment income tax 110
Net investment income tax $135,000
Number of returns with tax due at time of filing 110
Tax due at time of filing amount [9] $2,263,000
Number of returns with overpayments refunded 70
Overpayments refunded amount [10] $508,000

[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.