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ZIP Code Database - Facts & Stats

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ZIP Code 27587 Income Tax Stats

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

ZIP Code 27587 Data

Zip Code:27587
City:Wake Forest
State:NC [North Carolina]
Counties: WAKE, NC
City Alias(es):Wake Forest
Area Code:919
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




27587 Income Tax Overview

Total Number of Tax Returns for ZIP Code 27587 [1] 25,290
Total Number of Single Tax Returns for ZIP Code 27587 11,790
Total Number of Joint Tax Returns for ZIP Code 27587 13,420
Total Number of Dependents for ZIP Code 27587 21,270
Total Adjusted Gross Income for ZIP Code 27587 $2,098,857,000
Average Income per Person for ZIP Code 27587 $39,543
Average Income per Household for ZIP Code 27587 $82,992

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] 7,390
Number of single returns 5,360
Number of joint returns 930
Number of head of household returns 960
Number of returns with paid preparer's signature 3,040
Number of exemptions 8,680
Number of dependents 2,580
Adjust gross income (AGI) [2] $81,370,000
Number of returns with total income 7,390
Salaries and wages amount $83,559,000
Number of returns with salaries and wages 5,760
Salaries and wages amount $62,142
Number of returns with taxable interest 1,500
Taxable interest amount $929
Number of returns with ordinary dividends 850
Ordinary dividends amount $1,473,000
Number of returns with qualified dividends 790
Qualified dividends amount [3] $959
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $173
Number of returns with business or professional net income (less loss) 1,110
Business or professional net income (less loss) amount $6,697,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $499,000
Number of returns with taxable individual retirement arrangements distributions 440
Taxable individual retirement arrangements distributions amount $2,726,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $7,773,000
Number of farm returns 30
Number of returns with unemployment compensation 310
Unemployment compensation amount [4] $1,683,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $525,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount ($139,000)
Number of returns with total statutory adjustments 1,430
Total statutory adjustments amount $2,190,000
Number of returns with educator expenses 60
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 $554,000
Number of returns with IRA payments 50
IRA payments amount $106,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $290,000
Number of returns with tuition and fees deduction 140
Tuition and fees deduction amount $358,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 700
Total itemized deductions amount $11,966,000
Amount of AGI for itemized returns $10,271,000
Number of returns with State and local income taxes 320
State and local income taxes amount $517,000
Number of returns with State and local general sales tax 290
State and local general sales tax amount $184,000
Number of returns with real estate taxes 520
Real estate taxes amount $1,419,000
Number of returns with taxes paid 680
Taxes paid amount $2,164,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $3,181,000
Number of returns with contributions 490
Contributions amount $994,000
Number of returns with taxable income 3,060
Taxable income amount $16,801,000
Number of returns with income tax before credits 2,930
Income tax before credits amount $1,753,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 810
Total tax credits amount $257,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $141,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 170
Child tax credit amount $49,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 930
Self-employment tax amount $1,249,000
Number of returns with total tax payments 6,490
Total tax payments amount $11,603,000
Number of returns with earned income credit 1,940
Earned income credit amount [5] $4,612,000
Number of returns with excess earned income credit 1,690
Excess earned income credit (refundable) amount [6] $3,956,000
Number of returns with additional child tax credit 1,110
Additional child tax credit amount $1,400,000
Number of returns with refundable education credit 420
Refundable education credit amount $362,000
Number of returns with income tax 2,450
Income tax amount [7] $1,496,000
Number of returns with tax liability 3,300
Total tax liability amount [8] $2,814,000
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 800
Tax due at time of filing amount [9] $585,000
Number of returns with overpayments refunded 5,970
Overpayments refunded amount [10] $9,358,000

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

Number of returns [1] 4,420
Number of single returns 1,890
Number of joint returns 1,530
Number of head of household returns 800
Number of returns with paid preparer's signature 1,860
Number of exemptions 9,080
Number of dependents 3,160
Adjust gross income (AGI) [2] $162,178,000
Number of returns with total income 4,420
Salaries and wages amount $165,739,000
Number of returns with salaries and wages 3,700
Salaries and wages amount $125,475
Number of returns with taxable interest 1,380
Taxable interest amount $964
Number of returns with ordinary dividends 670
Ordinary dividends amount $1,806,000
Number of returns with qualified dividends 610
Qualified dividends amount [3] $1,188
Number of returns with state and local income tax refunds 830
State and local income tax refunds amount $708
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $8,116,000
Number of returns with net capital gain (less loss) 600
Net capital gain (less loss) amount $1,142,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $4,303,000
Number of returns with taxable pensions and annuities 870
Taxable pensions and annuities amount $14,420,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [4] $1,714,000
Number of returns with taxable Social Security benefits 730
Taxable Social Security benefits amount $5,027,000
Number of returns with partnership/S-corp net income (less loss) 220
Partnership/S-corp net income (less loss) amount $1,752,000
Number of returns with total statutory adjustments 1,450
Total statutory adjustments amount $3,561,000
Number of returns with educator expenses 210
Educator expenses amount $48,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $1,060,000
Number of returns with IRA payments 100
IRA payments amount $402,000
Number of returns with student loan interest deduction 570
Student loan interest deduction amount $583,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $154,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,430
Total itemized deductions amount $22,872,000
Amount of AGI for itemized returns $55,252,000
Number of returns with State and local income taxes 1,110
State and local income taxes amount $2,291,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $206,000
Number of returns with real estate taxes 1,210
Real estate taxes amount $2,855,000
Number of returns with taxes paid 1,420
Taxes paid amount $5,650,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $7,445,000
Number of returns with contributions 1,130
Contributions amount $3,124,000
Number of returns with taxable income 4,160
Taxable income amount $79,251,000
Number of returns with income tax before credits 4,120
Income tax before credits amount $9,603,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,970
Total tax credits amount $1,735,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $134,000
Number of returns with nonrefundable education credit 510
Nonrefundable education credit amount $432,000
Number of returns with retirement savings contribution credit 580
Retirement savings contribution credit amount $104,000
Number of returns with child tax credit 1,050
Child tax credit amount $968,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $32,000
Number of returns with self-employment tax 610
Self-employment tax amount $1,631,000
Number of returns with total tax payments 4,270
Total tax payments amount $17,148,000
Number of returns with earned income credit 1,050
Earned income credit amount [5] $1,967,000
Number of returns with excess earned income credit 830
Excess earned income credit (refundable) amount [6] $1,555,000
Number of returns with additional child tax credit 880
Additional child tax credit amount $1,354,000
Number of returns with refundable education credit 290
Refundable education credit amount $237,000
Number of returns with income tax 3,310
Income tax amount [7] $7,889,000
Number of returns with tax liability 3,620
Total tax liability amount [8] $9,651,000
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] $1,361,000
Number of returns with overpayments refunded 3,520
Overpayments refunded amount [10] $8,717,000

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

Number of returns [1] 3,200
Number of single returns 830
Number of joint returns 1,910
Number of head of household returns 360
Number of returns with paid preparer's signature 1,530
Number of exemptions 8,000
Number of dependents 2,900
Adjust gross income (AGI) [2] $198,506,000
Number of returns with total income 3,200
Salaries and wages amount $201,686,000
Number of returns with salaries and wages 2,760
Salaries and wages amount $150,665
Number of returns with taxable interest 1,420
Taxable interest amount $1,033
Number of returns with ordinary dividends 780
Ordinary dividends amount $2,289,000
Number of returns with qualified dividends 730
Qualified dividends amount [3] $1,454
Number of returns with state and local income tax refunds 1,260
State and local income tax refunds amount $1,297
Number of returns with business or professional net income (less loss) 640
Business or professional net income (less loss) amount $6,105,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $2,053,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $7,061,000
Number of returns with taxable pensions and annuities 790
Taxable pensions and annuities amount $17,388,000
Number of farm returns 30
Number of returns with unemployment compensation 180
Unemployment compensation amount [4] $1,057,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $9,495,000
Number of returns with partnership/S-corp net income (less loss) 270
Partnership/S-corp net income (less loss) amount $2,914,000
Number of returns with total statutory adjustments 1,200
Total statutory adjustments amount $3,179,000
Number of returns with educator expenses 190
Educator expenses amount $47,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $276,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $845,000
Number of returns with IRA payments 90
IRA payments amount $362,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $456,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $144,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $115,000
Number of returns with itemized deductions 1,820
Total itemized deductions amount $34,693,000
Amount of AGI for itemized returns $114,250,000
Number of returns with State and local income taxes 1,620
State and local income taxes amount $5,494,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $192,000
Number of returns with real estate taxes 1,650
Real estate taxes amount $4,055,000
Number of returns with taxes paid 1,820
Taxes paid amount $10,169,000
Number of returns with mortgage interest paid 1,550
Mortgage interest paid amount $11,772,000
Number of returns with contributions 1,530
Contributions amount $4,560,000
Number of returns with taxable income 3,170
Taxable income amount $119,162,000
Number of returns with income tax before credits 3,150
Income tax before credits amount $16,081,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,650
Total tax credits amount $2,511,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $15,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $127,000
Number of returns with nonrefundable education credit 380
Nonrefundable education credit amount $419,000
Number of returns with retirement savings contribution credit 160
Retirement savings contribution credit amount $23,000
Number of returns with child tax credit 1,140
Child tax credit amount $1,821,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $53,000
Number of returns with self-employment tax 480
Self-employment tax amount $1,345,000
Number of returns with total tax payments 3,140
Total tax payments amount $19,797,000
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 250
Additional child tax credit amount $350,000
Number of returns with refundable education credit 260
Refundable education credit amount $220,000
Number of returns with income tax 2,900
Income tax amount [7] $13,570,000
Number of returns with tax liability 3,000
Total tax liability amount [8] $15,167,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 820
Tax due at time of filing amount [9] $1,840,000
Number of returns with overpayments refunded 2,320
Overpayments refunded amount [10] $6,345,000

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

Number of returns [1] 2,760
Number of single returns 380
Number of joint returns 2,160
Number of head of household returns 160
Number of returns with paid preparer's signature 1,270
Number of exemptions 7,760
Number of dependents 2,840
Adjust gross income (AGI) [2] $241,099,000
Number of returns with total income 2,760
Salaries and wages amount $244,692,000
Number of returns with salaries and wages 2,460
Salaries and wages amount $186,743
Number of returns with taxable interest 1,410
Taxable interest amount $1,026
Number of returns with ordinary dividends 850
Ordinary dividends amount $2,872,000
Number of returns with qualified dividends 780
Qualified dividends amount [3] $1,902
Number of returns with state and local income tax refunds 1,570
State and local income tax refunds amount $1,795
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $5,772,000
Number of returns with net capital gain (less loss) 710
Net capital gain (less loss) amount $2,151,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $7,116,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $21,217,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [4] $1,008,000
Number of returns with taxable Social Security benefits 530
Taxable Social Security benefits amount $10,494,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $4,362,000
Number of returns with total statutory adjustments 1,080
Total statutory adjustments amount $3,593,000
Number of returns with educator expenses 150
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $877,000
Number of returns with IRA payments 110
IRA payments amount $510,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $456,000
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 2,090
Total itemized deductions amount $43,595,000
Amount of AGI for itemized returns $183,506,000
Number of returns with State and local income taxes 1,970
State and local income taxes amount $9,460,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $118,000
Number of returns with real estate taxes 1,980
Real estate taxes amount $5,380,000
Number of returns with taxes paid 2,090
Taxes paid amount $15,542,000
Number of returns with mortgage interest paid 1,890
Mortgage interest paid amount $16,116,000
Number of returns with contributions 1,800
Contributions amount $5,550,000
Number of returns with taxable income 2,750
Taxable income amount $159,571,000
Number of returns with income tax before credits 2,750
Income tax before credits amount $22,706,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,590
Total tax credits amount $2,761,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $23,000
Number of returns with child and dependent care credit 340
Child and dependent care credit amount $157,000
Number of returns with nonrefundable education credit 340
Nonrefundable education credit amount $407,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,180
Child tax credit amount $2,053,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $72,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,215,000
Number of returns with total tax payments 2,730
Total tax payments amount $25,346,000
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 $58,000
Number of returns with refundable education credit 240
Refundable education credit amount $215,000
Number of returns with income tax 2,700
Income tax amount [7] $19,945,000
Number of returns with tax liability 2,720
Total tax liability amount [8] $21,425,000
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] $2,338,000
Number of returns with overpayments refunded 1,890
Overpayments refunded amount [10] $6,095,000

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

Number of returns [1] 5,680
Number of single returns 320
Number of joint returns 5,170
Number of head of household returns 150
Number of returns with paid preparer's signature 2,670
Number of exemptions 18,000
Number of dependents 7,150
Adjust gross income (AGI) [2] $781,723,000
Number of returns with total income 5,680
Salaries and wages amount $790,231,000
Number of returns with salaries and wages 5,350
Salaries and wages amount $650,720
Number of returns with taxable interest 3,490
Taxable interest amount $2,607
Number of returns with ordinary dividends 2,340
Ordinary dividends amount $7,760,000
Number of returns with qualified dividends 2,200
Qualified dividends amount [3] $5,734
Number of returns with state and local income tax refunds 4,010
State and local income tax refunds amount $5,305
Number of returns with business or professional net income (less loss) 1,120
Business or professional net income (less loss) amount $15,685,000
Number of returns with net capital gain (less loss) 2,030
Net capital gain (less loss) amount $9,970,000
Number of returns with taxable individual retirement arrangements distributions 780
Taxable individual retirement arrangements distributions amount $16,786,000
Number of returns with taxable pensions and annuities 1,290
Taxable pensions and annuities amount $43,789,000
Number of farm returns 40
Number of returns with unemployment compensation 230
Unemployment compensation amount [4] $1,501,000
Number of returns with taxable Social Security benefits 690
Taxable Social Security benefits amount $16,132,000
Number of returns with partnership/S-corp net income (less loss) 750
Partnership/S-corp net income (less loss) amount $18,427,000
Number of returns with total statutory adjustments 2,170
Total statutory adjustments amount $8,508,000
Number of returns with educator expenses 350
Educator expenses amount $90,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $724,000
Number of returns with self-employment health insurance deduction 270
Self-employment health insurance deduction amount $2,098,000
Number of returns with IRA payments 210
IRA payments amount $994,000
Number of returns with student loan interest deduction 700
Student loan interest deduction amount $600,000
Number of returns with tuition and fees deduction 180
Tuition and fees deduction amount $374,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $175,000
Number of returns with itemized deductions 5,300
Total itemized deductions amount $139,713,000
Amount of AGI for itemized returns $735,752,000
Number of returns with State and local income taxes 5,150
State and local income taxes amount $42,416,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $199,000
Number of returns with real estate taxes 5,130
Real estate taxes amount $17,001,000
Number of returns with taxes paid 5,290
Taxes paid amount $61,552,000
Number of returns with mortgage interest paid 4,920
Mortgage interest paid amount $49,620,000
Number of returns with contributions 4,810
Contributions amount $18,032,000
Number of returns with taxable income 5,670
Taxable income amount $567,478,000
Number of returns with income tax before credits 5,670
Income tax before credits amount $97,142,000
Number of returns with alternative minimum tax 140
Alternative minimum tax amount $403,000
Number of returns with total tax credits 3,280
Total tax credits amount $4,332,000
Number of returns with foreign tax credit 690
Foreign tax credit amount $168,000
Number of returns with child and dependent care credit 950
Child and dependent care credit amount $482,000
Number of returns with nonrefundable education credit 690
Nonrefundable education credit amount $954,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,710
Child tax credit amount $2,326,000
Number of returns with residential energy tax credit 330
Residential energy tax credit amount $154,000
Number of returns with self-employment tax 770
Self-employment tax amount $2,857,000
Number of returns with total tax payments 5,650
Total tax payments amount $103,334,000
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 640
Refundable education credit amount $605,000
Number of returns with income tax 5,650
Income tax amount [7] $92,810,000
Number of returns with tax liability 5,660
Total tax liability amount [8] $96,507,000
Number of returns with Additional Medicare tax 20
Additional Medicare tax $4,000
Number of returns with net investment income tax 0
Net investment income tax $4,000
Number of returns with tax due at time of filing 2,040
Tax due at time of filing amount [9] $8,087,000
Number of returns with overpayments refunded 3,510
Overpayments refunded amount [10] $14,203,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 1,840
Number of single returns 90
Number of joint returns 1,720
Number of head of household returns 30
Number of returns with paid preparer's signature 1,250
Number of exemptions 6,200
Number of dependents 2,640
Adjust gross income (AGI) [2] $633,981,000
Number of returns with total income 1,840
Salaries and wages amount $643,680,000
Number of returns with salaries and wages 1,780
Salaries and wages amount $456,964
Number of returns with taxable interest 1,390
Taxable interest amount $4,229
Number of returns with ordinary dividends 1,150
Ordinary dividends amount $9,251,000
Number of returns with qualified dividends 1,110
Qualified dividends amount [3] $6,876
Number of returns with state and local income tax refunds 900
State and local income tax refunds amount $2,207
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $18,311,000
Number of returns with net capital gain (less loss) 1,190
Net capital gain (less loss) amount $30,330,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $9,140,000
Number of returns with taxable pensions and annuities 350
Taxable pensions and annuities amount $11,972,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $330,000
Number of returns with taxable Social Security benefits 140
Taxable Social Security benefits amount $3,085,000
Number of returns with partnership/S-corp net income (less loss) 520
Partnership/S-corp net income (less loss) amount $88,735,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $9,699,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,853,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,210,000
Number of returns with IRA payments 30
IRA payments amount $267,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 60
Domestic production activities deduction amount $1,961,000
Number of returns with itemized deductions 1,830
Total itemized deductions amount $91,950,000
Amount of AGI for itemized returns $628,363,000
Number of returns with State and local income taxes 1,800
State and local income taxes amount $41,602,000
Number of returns with State and local general sales tax 20
State and local general sales tax amount $68,000
Number of returns with real estate taxes 1,780
Real estate taxes amount $9,005,000
Number of returns with taxes paid 1,820
Taxes paid amount $51,246,000
Number of returns with mortgage interest paid 1,650
Mortgage interest paid amount $23,246,000
Number of returns with contributions 1,670
Contributions amount $15,713,000
Number of returns with taxable income 1,840
Taxable income amount $523,041,000
Number of returns with income tax before credits 1,840
Income tax before credits amount $137,818,000
Number of returns with alternative minimum tax 1,180
Alternative minimum tax amount $5,807,000
Number of returns with total tax credits 800
Total tax credits amount $1,876,000
Number of returns with foreign tax credit 480
Foreign tax credit amount $983,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $135,000
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 90
Residential energy tax credit amount $110,000
Number of returns with self-employment tax 340
Self-employment tax amount $2,214,000
Number of returns with total tax payments 1,830
Total tax payments amount $133,312,000
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 1,840
Income tax amount [7] $135,942,000
Number of returns with tax liability 1,840
Total tax liability amount [8] $141,147,000
Number of returns with Additional Medicare tax 840
Additional Medicare tax $1,076,000
Number of returns with net investment income tax 810
Net investment income tax $1,076,000
Number of returns with tax due at time of filing 980
Tax due at time of filing amount [9] $18,884,000
Number of returns with overpayments refunded 740
Overpayments refunded amount [10] $7,013,000

[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.