BESSEMER, AL 35022
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ZIP Code Database - Facts & Stats

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ZIP Code 35022 Income Tax Stats

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

ZIP Code 35022 Data

Zip Code:35022
City:Bessemer
State:AL [Alabama]
Counties: JEFFERSON, AL
City Alias(es):Bessemer
Area Code:205
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




35022 Income Tax Overview

Total Number of Tax Returns for ZIP Code 35022 [1] 9,490
Total Number of Single Tax Returns for ZIP Code 35022 3,450
Total Number of Joint Tax Returns for ZIP Code 35022 3,590
Total Number of Dependents for ZIP Code 35022 6,350
Total Adjusted Gross Income for ZIP Code 35022 $516,329,000
Average Income per Person for ZIP Code 35022 $27,336
Average Income per Household for ZIP Code 35022 $54,408

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] 3,280
Number of single returns 1,970
Number of joint returns 430
Number of head of household returns 830
Number of returns with paid preparer's signature 1,900
Number of exemptions 5,080
Number of dependents 1,860
Adjust gross income (AGI) [2] $41,781,000
Number of returns with total income 3,280
Salaries and wages amount $42,500,000
Number of returns with salaries and wages 2,570
Salaries and wages amount $32,293
Number of returns with taxable interest 450
Taxable interest amount $275
Number of returns with ordinary dividends 210
Ordinary dividends amount $348,000
Number of returns with qualified dividends 180
Qualified dividends amount [3] $221
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $39
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $2,160,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount ($61,000)
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $1,256,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $5,000,000
Number of farm returns 20
Number of returns with unemployment compensation 150
Unemployment compensation amount [4] $708,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $388,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $53,000
Number of returns with total statutory adjustments 550
Total statutory adjustments amount $719,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $188,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $62,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $93,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 370
Total itemized deductions amount $5,036,000
Amount of AGI for itemized returns $5,733,000
Number of returns with State and local income taxes 150
State and local income taxes amount $180,000
Number of returns with State and local general sales tax 180
State and local general sales tax amount $168,000
Number of returns with real estate taxes 250
Real estate taxes amount $259,000
Number of returns with taxes paid 360
Taxes paid amount $672,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,356,000
Number of returns with contributions 300
Contributions amount $801,000
Number of returns with taxable income 1,290
Taxable income amount $7,117,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $747,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $144,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 130
Nonrefundable education credit amount $67,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $21,000
Number of returns with child tax credit 110
Child tax credit amount $35,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $569,000
Number of returns with total tax payments 2,990
Total tax payments amount $7,849,000
Number of returns with earned income credit 1,350
Earned income credit amount [5] $3,927,000
Number of returns with excess earned income credit 1,240
Excess earned income credit (refundable) amount [6] $3,593,000
Number of returns with additional child tax credit 840
Additional child tax credit amount $1,064,000
Number of returns with refundable education credit 310
Refundable education credit amount $296,000
Number of returns with income tax 990
Income tax amount [7] $603,000
Number of returns with tax liability 1,400
Total tax liability amount [8] $1,213,000
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] $249,000
Number of returns with overpayments refunded 2,800
Overpayments refunded amount [10] $6,923,000

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

Number of returns [1] 2,290
Number of single returns 970
Number of joint returns 580
Number of head of household returns 630
Number of returns with paid preparer's signature 1,250
Number of exemptions 4,440
Number of dependents 1,570
Adjust gross income (AGI) [2] $84,149,000
Number of returns with total income 2,290
Salaries and wages amount $85,238,000
Number of returns with salaries and wages 1,960
Salaries and wages amount $68,889
Number of returns with taxable interest 450
Taxable interest amount $327
Number of returns with ordinary dividends 200
Ordinary dividends amount $225,000
Number of returns with qualified dividends 160
Qualified dividends amount [3] $146
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $251
Number of returns with business or professional net income (less loss) 340
Business or professional net income (less loss) amount $1,081,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $69,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $2,124,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $8,849,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $293,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $2,886,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $337,000
Number of returns with total statutory adjustments 530
Total statutory adjustments amount $1,089,000
Number of returns with educator expenses 100
Educator expenses amount $25,000
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 $200,000
Number of returns with IRA payments 60
IRA payments amount $184,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $218,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $53,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $13,299,000
Amount of AGI for itemized returns $33,806,000
Number of returns with State and local income taxes 660
State and local income taxes amount $1,210,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $253,000
Number of returns with real estate taxes 640
Real estate taxes amount $704,000
Number of returns with taxes paid 870
Taxes paid amount $2,440,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $3,968,000
Number of returns with contributions 770
Contributions amount $2,961,000
Number of returns with taxable income 2,200
Taxable income amount $41,498,000
Number of returns with income tax before credits 2,190
Income tax before credits amount $5,103,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 950
Total tax credits amount $926,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $290,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $43,000
Number of returns with child tax credit 520
Child tax credit amount $461,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 190
Self-employment tax amount $478,000
Number of returns with total tax payments 2,240
Total tax payments amount $9,330,000
Number of returns with earned income credit 530
Earned income credit amount [5] $964,000
Number of returns with excess earned income credit 450
Excess earned income credit (refundable) amount [6] $807,000
Number of returns with additional child tax credit 410
Additional child tax credit amount $556,000
Number of returns with refundable education credit 190
Refundable education credit amount $192,000
Number of returns with income tax 1,780
Income tax amount [7] $4,177,000
Number of returns with tax liability 1,880
Total tax liability amount [8] $4,731,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [9] $585,000
Number of returns with overpayments refunded 1,930
Overpayments refunded amount [10] $5,185,000

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

Number of returns [1] 1,470
Number of single returns 500
Number of joint returns 630
Number of head of household returns 290
Number of returns with paid preparer's signature 830
Number of exemptions 3,030
Number of dependents 930
Adjust gross income (AGI) [2] $90,659,000
Number of returns with total income 1,470
Salaries and wages amount $91,454,000
Number of returns with salaries and wages 1,290
Salaries and wages amount $70,219
Number of returns with taxable interest 440
Taxable interest amount $366
Number of returns with ordinary dividends 230
Ordinary dividends amount $589,000
Number of returns with qualified dividends 200
Qualified dividends amount [3] $415
Number of returns with state and local income tax refunds 580
State and local income tax refunds amount $422
Number of returns with business or professional net income (less loss) 220
Business or professional net income (less loss) amount $771,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $195,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $2,213,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $10,695,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $233,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $5,053,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $367,000
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $795,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $178,000
Number of returns with IRA payments 30
IRA payments amount $106,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $166,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 890
Total itemized deductions amount $16,104,000
Amount of AGI for itemized returns $55,113,000
Number of returns with State and local income taxes 750
State and local income taxes amount $1,996,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $179,000
Number of returns with real estate taxes 760
Real estate taxes amount $1,249,000
Number of returns with taxes paid 890
Taxes paid amount $3,751,000
Number of returns with mortgage interest paid 730
Mortgage interest paid amount $5,154,000
Number of returns with contributions 810
Contributions amount $3,663,000
Number of returns with taxable income 1,460
Taxable income amount $56,973,000
Number of returns with income tax before credits 1,460
Income tax before credits amount $7,986,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $870,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $68,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $197,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 390
Child tax credit amount $535,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 130
Self-employment tax amount $319,000
Number of returns with total tax payments 1,450
Total tax payments amount $10,113,000
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 60
Additional child tax credit amount $71,000
Number of returns with refundable education credit 110
Refundable education credit amount $106,000
Number of returns with income tax 1,400
Income tax amount [7] $7,117,000
Number of returns with tax liability 1,420
Total tax liability amount [8] $7,533,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 340
Tax due at time of filing amount [9] $780,000
Number of returns with overpayments refunded 1,110
Overpayments refunded amount [10] $3,260,000

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

Number of returns [1] 990
Number of single returns 190
Number of joint returns 670
Number of head of household returns 120
Number of returns with paid preparer's signature 560
Number of exemptions 2,420
Number of dependents 760
Adjust gross income (AGI) [2] $85,678,000
Number of returns with total income 990
Salaries and wages amount $86,327,000
Number of returns with salaries and wages 900
Salaries and wages amount $68,306
Number of returns with taxable interest 370
Taxable interest amount $261
Number of returns with ordinary dividends 200
Ordinary dividends amount $603,000
Number of returns with qualified dividends 170
Qualified dividends amount [3] $372
Number of returns with state and local income tax refunds 520
State and local income tax refunds amount $407
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $913,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $388,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,466,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $7,892,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $147,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,244,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $571,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $649,000
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 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $100,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $158,000
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 710
Total itemized deductions amount $14,908,000
Amount of AGI for itemized returns $61,444,000
Number of returns with State and local income taxes 640
State and local income taxes amount $2,252,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $114,000
Number of returns with real estate taxes 640
Real estate taxes amount $811,000
Number of returns with taxes paid 710
Taxes paid amount $3,447,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $5,033,000
Number of returns with contributions 650
Contributions amount $3,549,000
Number of returns with taxable income 990
Taxable income amount $58,025,000
Number of returns with income tax before credits 990
Income tax before credits amount $8,509,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $729,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $62,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $144,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $473,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $41,000
Number of returns with self-employment tax 110
Self-employment tax amount $258,000
Number of returns with total tax payments 980
Total tax payments amount $9,737,000
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 70
Refundable education credit amount $63,000
Number of returns with income tax 980
Income tax amount [7] $7,780,000
Number of returns with tax liability 980
Total tax liability amount [8] $8,138,000
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 260
Tax due at time of filing amount [9] $725,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [10] $2,313,000

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

Number of returns [1] 1,310
Number of single returns 120
Number of joint returns 1,140
Number of head of household returns 50
Number of returns with paid preparer's signature 750
Number of exemptions 3,560
Number of dependents 1,110
Adjust gross income (AGI) [2] $170,872,000
Number of returns with total income 1,310
Salaries and wages amount $172,554,000
Number of returns with salaries and wages 1,230
Salaries and wages amount $139,642
Number of returns with taxable interest 650
Taxable interest amount $533
Number of returns with ordinary dividends 350
Ordinary dividends amount $944,000
Number of returns with qualified dividends 320
Qualified dividends amount [3] $551
Number of returns with state and local income tax refunds 880
State and local income tax refunds amount $878
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $2,536,000
Number of returns with net capital gain (less loss) 250
Net capital gain (less loss) amount $1,065,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $4,615,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $12,658,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $186,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $4,581,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $3,844,000
Number of returns with total statutory adjustments 480
Total statutory adjustments amount $1,681,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $306,000
Number of returns with IRA payments 30
IRA payments amount $206,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $189,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $61,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,100
Total itemized deductions amount $27,146,000
Amount of AGI for itemized returns $145,820,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $5,586,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $192,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $1,625,000
Number of returns with taxes paid 1,100
Taxes paid amount $7,845,000
Number of returns with mortgage interest paid 1,020
Mortgage interest paid amount $9,200,000
Number of returns with contributions 1,040
Contributions amount $7,000,000
Number of returns with taxable income 1,310
Taxable income amount $127,418,000
Number of returns with income tax before credits 1,310
Income tax before credits amount $21,933,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 570
Total tax credits amount $822,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $134,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $124,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $174,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 320
Child tax credit amount $412,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 180
Self-employment tax amount $643,000
Number of returns with total tax payments 1,300
Total tax payments amount $23,218,000
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 $110,000
Number of returns with income tax 1,310
Income tax amount [7] $21,111,000
Number of returns with tax liability 1,310
Total tax liability amount [8] $21,964,000
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 450
Tax due at time of filing amount [9] $1,953,000
Number of returns with overpayments refunded 840
Overpayments refunded amount [10] $3,118,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 150
Number of single returns 0
Number of joint returns 140
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 410
Number of dependents 120
Adjust gross income (AGI) [2] $43,190,000
Number of returns with total income 150
Salaries and wages amount $43,466,000
Number of returns with salaries and wages 140
Salaries and wages amount $29,422
Number of returns with taxable interest 100
Taxable interest amount $137
Number of returns with ordinary dividends 70
Ordinary dividends amount $375,000
Number of returns with qualified dividends 60
Qualified dividends amount [3] $236
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $238
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $1,371,000
Number of returns with net capital gain (less loss) 70
Net capital gain (less loss) amount $2,404,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $1,813,000
Number of returns with taxable pensions and annuities 50
Taxable pensions and annuities amount $2,687,000
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 40
Taxable Social Security benefits amount $805,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $3,250,000
Number of returns with total statutory adjustments 50
Total statutory adjustments amount $276,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 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 140
Total itemized deductions amount $5,263,000
Amount of AGI for itemized returns $40,062,000
Number of returns with State and local income taxes 130
State and local income taxes amount $1,478,000
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 130
Real estate taxes amount $289,000
Number of returns with taxes paid 140
Taxes paid amount $1,892,000
Number of returns with mortgage interest paid 120
Mortgage interest paid amount $1,422,000
Number of returns with contributions 130
Contributions amount $1,397,000
Number of returns with taxable income 150
Taxable income amount $36,572,000
Number of returns with income tax before credits 150
Income tax before credits amount $8,681,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $92,000
Number of returns with total tax credits 40
Total tax credits amount $285,000
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 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 30
Self-employment tax amount $126,000
Number of returns with total tax payments 150
Total tax payments amount $8,144,000
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 150
Income tax amount [7] $8,396,000
Number of returns with tax liability 150
Total tax liability amount [8] $8,665,000
Number of returns with Additional Medicare tax 50
Additional Medicare tax $45,000
Number of returns with net investment income tax 50
Net investment income tax $45,000
Number of returns with tax due at time of filing 90
Tax due at time of filing amount [9] $1,440,000
Number of returns with overpayments refunded 50
Overpayments refunded amount [10] $232,000

[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.