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ZIP Code Database - Facts & Stats

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ZIP Code 35226 Income Tax Stats

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

ZIP Code 35226 Data

Zip Code:35226
City:Birmingham
State:AL [Alabama]
Counties: JEFFERSON, AL
City Alias(es):Birmingham
Area Code:205
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




35226 Income Tax Overview

Total Number of Tax Returns for ZIP Code 35226 [1] 15,860
Total Number of Single Tax Returns for ZIP Code 35226 6,880
Total Number of Joint Tax Returns for ZIP Code 35226 7,980
Total Number of Dependents for ZIP Code 35226 10,550
Total Adjusted Gross Income for ZIP Code 35226 $1,410,952,000
Average Income per Person for ZIP Code 35226 $44,833
Average Income per Household for ZIP Code 35226 $88,963

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] 4,040
Number of single returns 3,100
Number of joint returns 490
Number of head of household returns 390
Number of returns with paid preparer's signature 1,770
Number of exemptions 4,510
Number of dependents 1,070
Adjust gross income (AGI) [2] $45,616,000
Number of returns with total income 4,040
Salaries and wages amount $47,069,000
Number of returns with salaries and wages 2,980
Salaries and wages amount $32,958
Number of returns with taxable interest 930
Taxable interest amount $832
Number of returns with ordinary dividends 720
Ordinary dividends amount $1,444,000
Number of returns with qualified dividends 660
Qualified dividends amount [3] $970
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $45
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $3,801,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $262,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $2,172,000
Number of returns with taxable pensions and annuities 600
Taxable pensions and annuities amount $5,328,000
Number of farm returns 20
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $479,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $481,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $23,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $1,453,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
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 $447,000
Number of returns with IRA payments 30
IRA payments amount $104,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $166,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $250,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 530
Total itemized deductions amount $8,665,000
Amount of AGI for itemized returns $7,774,000
Number of returns with State and local income taxes 160
State and local income taxes amount $175,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $258,000
Number of returns with real estate taxes 300
Real estate taxes amount $532,000
Number of returns with taxes paid 510
Taxes paid amount $1,087,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,763,000
Number of returns with contributions 410
Contributions amount $992,000
Number of returns with taxable income 1,740
Taxable income amount $10,359,000
Number of returns with income tax before credits 1,650
Income tax before credits amount $1,078,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 470
Total tax credits amount $191,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $15,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $132,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 60
Child tax credit amount $23,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 510
Self-employment tax amount $682,000
Number of returns with total tax payments 3,450
Total tax payments amount $5,911,000
Number of returns with earned income credit 990
Earned income credit amount [5] $1,993,000
Number of returns with excess earned income credit 830
Excess earned income credit (refundable) amount [6] $1,704,000
Number of returns with additional child tax credit 460
Additional child tax credit amount $579,000
Number of returns with refundable education credit 270
Refundable education credit amount $246,000
Number of returns with income tax 1,380
Income tax amount [7] $887,000
Number of returns with tax liability 1,810
Total tax liability amount [8] $1,586,000
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 470
Tax due at time of filing amount [9] $350,000
Number of returns with overpayments refunded 3,120
Overpayments refunded amount [10] $4,623,000

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

Number of returns [1] 2,700
Number of single returns 1,420
Number of joint returns 730
Number of head of household returns 440
Number of returns with paid preparer's signature 1,240
Number of exemptions 4,770
Number of dependents 1,350
Adjust gross income (AGI) [2] $100,289,000
Number of returns with total income 2,700
Salaries and wages amount $102,440,000
Number of returns with salaries and wages 2,160
Salaries and wages amount $74,263
Number of returns with taxable interest 860
Taxable interest amount $804
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,913,000
Number of returns with qualified dividends 530
Qualified dividends amount [3] $1,285
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $222
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $4,254,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $510,000
Number of returns with taxable individual retirement arrangements distributions 360
Taxable individual retirement arrangements distributions amount $4,104,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $10,122,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $360,000
Number of returns with taxable Social Security benefits 600
Taxable Social Security benefits amount $4,578,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $461,000
Number of returns with total statutory adjustments 860
Total statutory adjustments amount $2,151,000
Number of returns with educator expenses 100
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $495,000
Number of returns with IRA payments 90
IRA payments amount $345,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $421,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 900
Total itemized deductions amount $13,857,000
Amount of AGI for itemized returns $34,893,000
Number of returns with State and local income taxes 600
State and local income taxes amount $1,140,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $383,000
Number of returns with real estate taxes 650
Real estate taxes amount $1,066,000
Number of returns with taxes paid 900
Taxes paid amount $2,825,000
Number of returns with mortgage interest paid 590
Mortgage interest paid amount $3,863,000
Number of returns with contributions 750
Contributions amount $2,534,000
Number of returns with taxable income 2,570
Taxable income amount $53,506,000
Number of returns with income tax before credits 2,550
Income tax before credits amount $6,539,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 970
Total tax credits amount $931,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $93,000
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $327,000
Number of returns with retirement savings contribution credit 250
Retirement savings contribution credit amount $48,000
Number of returns with child tax credit 470
Child tax credit amount $436,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 320
Self-employment tax amount $854,000
Number of returns with total tax payments 2,600
Total tax payments amount $10,688,000
Number of returns with earned income credit 430
Earned income credit amount [5] $744,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [6] $571,000
Number of returns with additional child tax credit 360
Additional child tax credit amount $526,000
Number of returns with refundable education credit 190
Refundable education credit amount $179,000
Number of returns with income tax 2,190
Income tax amount [7] $5,608,000
Number of returns with tax liability 2,320
Total tax liability amount [8] $6,509,000
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 500
Tax due at time of filing amount [9] $792,000
Number of returns with overpayments refunded 2,080
Overpayments refunded amount [10] $4,745,000

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

Number of returns [1] 2,260
Number of single returns 860
Number of joint returns 1,060
Number of head of household returns 260
Number of returns with paid preparer's signature 1,180
Number of exemptions 4,740
Number of dependents 1,420
Adjust gross income (AGI) [2] $140,336,000
Number of returns with total income 2,260
Salaries and wages amount $142,607,000
Number of returns with salaries and wages 1,850
Salaries and wages amount $100,500
Number of returns with taxable interest 990
Taxable interest amount $1,161
Number of returns with ordinary dividends 690
Ordinary dividends amount $2,789,000
Number of returns with qualified dividends 630
Qualified dividends amount [3] $1,998
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $462
Number of returns with business or professional net income (less loss) 420
Business or professional net income (less loss) amount $4,819,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $1,059,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $5,097,000
Number of returns with taxable pensions and annuities 590
Taxable pensions and annuities amount $14,192,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $278,000
Number of returns with taxable Social Security benefits 560
Taxable Social Security benefits amount $8,978,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,756,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $2,272,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $233,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $534,000
Number of returns with IRA payments 60
IRA payments amount $301,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $359,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $118,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $62,000
Number of returns with itemized deductions 1,230
Total itemized deductions amount $20,483,000
Amount of AGI for itemized returns $76,453,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $2,637,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $318,000
Number of returns with real estate taxes 1,060
Real estate taxes amount $1,933,000
Number of returns with taxes paid 1,230
Taxes paid amount $5,250,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $6,875,000
Number of returns with contributions 1,060
Contributions amount $3,995,000
Number of returns with taxable income 2,260
Taxable income amount $91,004,000
Number of returns with income tax before credits 2,250
Income tax before credits amount $12,749,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 990
Total tax credits amount $1,408,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $20,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $316,000
Number of returns with retirement savings contribution credit 80
Retirement savings contribution credit amount $14,000
Number of returns with child tax credit 590
Child tax credit amount $898,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 340
Self-employment tax amount $1,021,000
Number of returns with total tax payments 2,210
Total tax payments amount $15,289,000
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 110
Additional child tax credit amount $145,000
Number of returns with refundable education credit 130
Refundable education credit amount $133,000
Number of returns with income tax 2,120
Income tax amount [7] $11,341,000
Number of returns with tax liability 2,180
Total tax liability amount [8] $12,454,000
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 650
Tax due at time of filing amount [9] $1,515,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [10] $4,173,000

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

Number of returns [1] 1,900
Number of single returns 400
Number of joint returns 1,350
Number of head of household returns 120
Number of returns with paid preparer's signature 950
Number of exemptions 4,760
Number of dependents 1,510
Adjust gross income (AGI) [2] $165,214,000
Number of returns with total income 1,900
Salaries and wages amount $167,762,000
Number of returns with salaries and wages 1,630
Salaries and wages amount $121,080
Number of returns with taxable interest 970
Taxable interest amount $1,243
Number of returns with ordinary dividends 700
Ordinary dividends amount $3,275,000
Number of returns with qualified dividends 650
Qualified dividends amount [3] $2,455
Number of returns with state and local income tax refunds 890
State and local income tax refunds amount $605
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $5,671,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $2,223,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $6,665,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $14,880,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $185,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $9,241,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $2,234,000
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $2,548,000
Number of returns with educator expenses 110
Educator expenses amount $28,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $556,000
Number of returns with IRA payments 80
IRA payments amount $474,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $347,000
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 1,310
Total itemized deductions amount $25,622,000
Amount of AGI for itemized returns $114,167,000
Number of returns with State and local income taxes 1,120
State and local income taxes amount $4,177,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $305,000
Number of returns with real estate taxes 1,220
Real estate taxes amount $2,322,000
Number of returns with taxes paid 1,300
Taxes paid amount $7,233,000
Number of returns with mortgage interest paid 1,100
Mortgage interest paid amount $8,829,000
Number of returns with contributions 1,190
Contributions amount $5,345,000
Number of returns with taxable income 1,890
Taxable income amount $114,347,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $16,642,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 970
Total tax credits amount $1,623,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $17,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $135,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $293,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 670
Child tax credit amount $1,112,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 350
Self-employment tax amount $1,164,000
Number of returns with total tax payments 1,870
Total tax payments amount $19,132,000
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 20
Additional child tax credit amount $30,000
Number of returns with refundable education credit 140
Refundable education credit amount $123,000
Number of returns with income tax 1,870
Income tax amount [7] $15,019,000
Number of returns with tax liability 1,870
Total tax liability amount [8] $16,305,000
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 560
Tax due at time of filing amount [9] $1,745,000
Number of returns with overpayments refunded 1,270
Overpayments refunded amount [10] $4,081,000

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

Number of returns [1] 3,680
Number of single returns 350
Number of joint returns 3,170
Number of head of household returns 140
Number of returns with paid preparer's signature 1,870
Number of exemptions 10,630
Number of dependents 3,780
Adjust gross income (AGI) [2] $502,100,000
Number of returns with total income 3,680
Salaries and wages amount $507,804,000
Number of returns with salaries and wages 3,360
Salaries and wages amount $389,947
Number of returns with taxable interest 2,220
Taxable interest amount $2,873
Number of returns with ordinary dividends 1,580
Ordinary dividends amount $7,661,000
Number of returns with qualified dividends 1,480
Qualified dividends amount [3] $5,530
Number of returns with state and local income tax refunds 2,330
State and local income tax refunds amount $2,353
Number of returns with business or professional net income (less loss) 810
Business or professional net income (less loss) amount $14,836,000
Number of returns with net capital gain (less loss) 1,310
Net capital gain (less loss) amount $6,015,000
Number of returns with taxable individual retirement arrangements distributions 610
Taxable individual retirement arrangements distributions amount $18,067,000
Number of returns with taxable pensions and annuities 950
Taxable pensions and annuities amount $32,959,000
Number of farm returns 30
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $353,000
Number of returns with taxable Social Security benefits 680
Taxable Social Security benefits amount $16,627,000
Number of returns with partnership/S-corp net income (less loss) 530
Partnership/S-corp net income (less loss) amount $15,307,000
Number of returns with total statutory adjustments 1,500
Total statutory adjustments amount $5,704,000
Number of returns with educator expenses 240
Educator expenses amount $61,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $740,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,228,000
Number of returns with IRA payments 130
IRA payments amount $693,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $510,000
Number of returns with tuition and fees deduction 140
Tuition and fees deduction amount $297,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $93,000
Number of returns with itemized deductions 3,120
Total itemized deductions amount $75,586,000
Amount of AGI for itemized returns $430,444,000
Number of returns with State and local income taxes 2,900
State and local income taxes amount $16,639,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $457,000
Number of returns with real estate taxes 2,990
Real estate taxes amount $6,804,000
Number of returns with taxes paid 3,120
Taxes paid amount $25,255,000
Number of returns with mortgage interest paid 2,750
Mortgage interest paid amount $24,873,000
Number of returns with contributions 2,940
Contributions amount $17,713,000
Number of returns with taxable income 3,670
Taxable income amount $378,151,000
Number of returns with income tax before credits 3,670
Income tax before credits amount $66,052,000
Number of returns with alternative minimum tax 70
Alternative minimum tax amount $132,000
Number of returns with total tax credits 1,890
Total tax credits amount $2,454,000
Number of returns with foreign tax credit 460
Foreign tax credit amount $85,000
Number of returns with child and dependent care credit 600
Child and dependent care credit amount $321,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $516,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 940
Child tax credit amount $1,279,000
Number of returns with residential energy tax credit 180
Residential energy tax credit amount $49,000
Number of returns with self-employment tax 680
Self-employment tax amount $2,684,000
Number of returns with total tax payments 3,650
Total tax payments amount $69,021,000
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 330
Refundable education credit amount $309,000
Number of returns with income tax 3,670
Income tax amount [7] $63,598,000
Number of returns with tax liability 3,670
Total tax liability amount [8] $66,729,000
Number of returns with Additional Medicare tax 20
Additional Medicare tax $6,000
Number of returns with net investment income tax 0
Net investment income tax $6,000
Number of returns with tax due at time of filing 1,470
Tax due at time of filing amount [9] $6,543,000
Number of returns with overpayments refunded 2,040
Overpayments refunded amount [10] $8,073,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 1,280
Number of single returns 80
Number of joint returns 1,180
Number of head of household returns 0
Number of returns with paid preparer's signature 890
Number of exemptions 3,890
Number of dependents 1,420
Adjust gross income (AGI) [2] $457,397,000
Number of returns with total income 1,280
Salaries and wages amount $466,377,000
Number of returns with salaries and wages 1,190
Salaries and wages amount $306,178
Number of returns with taxable interest 1,020
Taxable interest amount $3,940
Number of returns with ordinary dividends 850
Ordinary dividends amount $6,810,000
Number of returns with qualified dividends 820
Qualified dividends amount [3] $5,163
Number of returns with state and local income tax refunds 720
State and local income tax refunds amount $1,842
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $20,583,000
Number of returns with net capital gain (less loss) 780
Net capital gain (less loss) amount $16,330,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $8,651,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $14,110,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $5,519,000
Number of returns with partnership/S-corp net income (less loss) 440
Partnership/S-corp net income (less loss) amount $75,693,000
Number of returns with total statutory adjustments 510
Total statutory adjustments amount $8,979,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 100
Self-employment retirement plans amount $2,775,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,809,000
Number of returns with IRA payments 30
IRA payments amount $302,000
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 40
Domestic production activities deduction amount $1,501,000
Number of returns with itemized deductions 1,230
Total itemized deductions amount $52,557,000
Amount of AGI for itemized returns $440,562,000
Number of returns with State and local income taxes 1,200
State and local income taxes amount $17,491,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $106,000
Number of returns with real estate taxes 1,190
Real estate taxes amount $4,269,000
Number of returns with taxes paid 1,230
Taxes paid amount $22,612,000
Number of returns with mortgage interest paid 1,010
Mortgage interest paid amount $12,462,000
Number of returns with contributions 1,180
Contributions amount $16,822,000
Number of returns with taxable income 1,280
Taxable income amount $393,353,000
Number of returns with income tax before credits 1,280
Income tax before credits amount $104,406,000
Number of returns with alternative minimum tax 470
Alternative minimum tax amount $1,613,000
Number of returns with total tax credits 540
Total tax credits amount $1,223,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $875,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $79,000
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 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 360
Self-employment tax amount $2,888,000
Number of returns with total tax payments 1,270
Total tax payments amount $101,509,000
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 1,280
Income tax amount [7] $103,183,000
Number of returns with tax liability 1,280
Total tax liability amount [8] $108,068,000
Number of returns with Additional Medicare tax 610
Additional Medicare tax $875,000
Number of returns with net investment income tax 640
Net investment income tax $875,000
Number of returns with tax due at time of filing 660
Tax due at time of filing amount [9] $14,350,000
Number of returns with overpayments refunded 470
Overpayments refunded amount [10] $4,717,000

[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.