BIRMINGHAM, AL 35242
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1-800-425-1169
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ZIP Code Database - Facts & Stats

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ZIP Code 35242 Income Tax Stats

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

ZIP Code 35242 Data

Zip Code:35242
City:Birmingham
State:AL [Alabama]
Counties: SHELBY, AL
City Alias(es):Birmingham
Area Code:205
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




35242 Income Tax Overview

Total Number of Tax Returns for ZIP Code 35242 [1] 24,670
Total Number of Single Tax Returns for ZIP Code 35242 8,740
Total Number of Joint Tax Returns for ZIP Code 35242 11,690
Total Number of Dependents for ZIP Code 35242 17,150
Total Adjusted Gross Income for ZIP Code 35242 $2,944,244,000
Average Income per Person for ZIP Code 35242 $59,426
Average Income per Household for ZIP Code 35242 $119,345

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] 6,550
Number of single returns 5,160
Number of joint returns 610
Number of head of household returns 670
Number of returns with paid preparer's signature 3,040
Number of exemptions 6,820
Number of dependents 1,880
Adjust gross income (AGI) [2] $71,574,000
Number of returns with total income 6,550
Salaries and wages amount $73,767,000
Number of returns with salaries and wages 5,050
Salaries and wages amount $55,633
Number of returns with taxable interest 1,300
Taxable interest amount $1,133
Number of returns with ordinary dividends 1,140
Ordinary dividends amount $2,396,000
Number of returns with qualified dividends 1,040
Qualified dividends amount [3] $1,610
Number of returns with state and local income tax refunds 170
State and local income tax refunds amount $79
Number of returns with business or professional net income (less loss) 940
Business or professional net income (less loss) amount $5,013,000
Number of returns with net capital gain (less loss) 980
Net capital gain (less loss) amount $897,000
Number of returns with taxable individual retirement arrangements distributions 410
Taxable individual retirement arrangements distributions amount $2,947,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $5,894,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [4] $551,000
Number of returns with taxable Social Security benefits 290
Taxable Social Security benefits amount $618,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $12,000
Number of returns with total statutory adjustments 1,230
Total statutory adjustments amount $2,193,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $704,000
Number of returns with IRA payments 30
IRA payments amount $98,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $244,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $346,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 690
Total itemized deductions amount $11,243,000
Amount of AGI for itemized returns $9,478,000
Number of returns with State and local income taxes 250
State and local income taxes amount $452,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $306,000
Number of returns with real estate taxes 350
Real estate taxes amount $672,000
Number of returns with taxes paid 660
Taxes paid amount $1,564,000
Number of returns with mortgage interest paid 330
Mortgage interest paid amount $2,624,000
Number of returns with contributions 530
Contributions amount $1,349,000
Number of returns with taxable income 2,950
Taxable income amount $17,323,000
Number of returns with income tax before credits 2,770
Income tax before credits amount $1,847,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $300,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $19,000
Number of returns with nonrefundable education credit 350
Nonrefundable education credit amount $208,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 120
Child tax credit amount $39,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 790
Self-employment tax amount $1,043,000
Number of returns with total tax payments 5,590
Total tax payments amount $9,402,000
Number of returns with earned income credit 1,330
Earned income credit amount [5] $2,738,000
Number of returns with excess earned income credit 920
Excess earned income credit (refundable) amount [6] $1,424,000
Number of returns with additional child tax credit 790
Additional child tax credit amount $1,080,000
Number of returns with refundable education credit 500
Refundable education credit amount $446,000
Number of returns with income tax 2,320
Income tax amount [7] $1,546,000
Number of returns with tax liability 2,980
Total tax liability amount [8] $2,645,000
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 850
Tax due at time of filing amount [9] $655,000
Number of returns with overpayments refunded 5,040
Overpayments refunded amount [10] $7,132,000

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

Number of returns [1] 4,340
Number of single returns 2,560
Number of joint returns 950
Number of head of household returns 710
Number of returns with paid preparer's signature 1,990
Number of exemptions 7,660
Number of dependents 2,400
Adjust gross income (AGI) [2] $159,251,000
Number of returns with total income 4,340
Salaries and wages amount $162,016,000
Number of returns with salaries and wages 3,640
Salaries and wages amount $127,703
Number of returns with taxable interest 1,090
Taxable interest amount $1,321
Number of returns with ordinary dividends 820
Ordinary dividends amount $2,547,000
Number of returns with qualified dividends 750
Qualified dividends amount [3] $1,593
Number of returns with state and local income tax refunds 530
State and local income tax refunds amount $316
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $5,495,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $833,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $5,706,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $12,320,000
Number of farm returns 0
Number of returns with unemployment compensation 140
Unemployment compensation amount [4] $653,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $5,552,000
Number of returns with partnership/S-corp net income (less loss) 190
Partnership/S-corp net income (less loss) amount $319,000
Number of returns with total statutory adjustments 1,220
Total statutory adjustments amount $2,765,000
Number of returns with educator expenses 110
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 130
Self-employment health insurance deduction amount $654,000
Number of returns with IRA payments 90
IRA payments amount $353,000
Number of returns with student loan interest deduction 620
Student loan interest deduction amount $686,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $49,000
Number of returns with itemized deductions 1,170
Total itemized deductions amount $19,208,000
Amount of AGI for itemized returns $45,472,000
Number of returns with State and local income taxes 750
State and local income taxes amount $1,462,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $468,000
Number of returns with real estate taxes 780
Real estate taxes amount $1,220,000
Number of returns with taxes paid 1,160
Taxes paid amount $3,402,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $4,977,000
Number of returns with contributions 980
Contributions amount $3,366,000
Number of returns with taxable income 4,130
Taxable income amount $86,788,000
Number of returns with income tax before credits 4,100
Income tax before credits amount $10,779,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,610
Total tax credits amount $1,429,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $122,000
Number of returns with nonrefundable education credit 500
Nonrefundable education credit amount $557,000
Number of returns with retirement savings contribution credit 380
Retirement savings contribution credit amount $64,000
Number of returns with child tax credit 730
Child tax credit amount $646,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,063,000
Number of returns with total tax payments 4,190
Total tax payments amount $17,765,000
Number of returns with earned income credit 600
Earned income credit amount [5] $1,052,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [6] $861,000
Number of returns with additional child tax credit 650
Additional child tax credit amount $1,088,000
Number of returns with refundable education credit 320
Refundable education credit amount $303,000
Number of returns with income tax 3,480
Income tax amount [7] $9,350,000
Number of returns with tax liability 3,650
Total tax liability amount [8] $10,583,000
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] $1,320,000
Number of returns with overpayments refunded 3,400
Overpayments refunded amount [10] $8,086,000

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

Number of returns [1] 2,850
Number of single returns 1,260
Number of joint returns 1,170
Number of head of household returns 320
Number of returns with paid preparer's signature 1,500
Number of exemptions 5,600
Number of dependents 1,580
Adjust gross income (AGI) [2] $176,701,000
Number of returns with total income 2,850
Salaries and wages amount $179,931,000
Number of returns with salaries and wages 2,320
Salaries and wages amount $127,374
Number of returns with taxable interest 1,150
Taxable interest amount $1,523
Number of returns with ordinary dividends 810
Ordinary dividends amount $4,166,000
Number of returns with qualified dividends 750
Qualified dividends amount [3] $2,744
Number of returns with state and local income tax refunds 860
State and local income tax refunds amount $606
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $5,686,000
Number of returns with net capital gain (less loss) 720
Net capital gain (less loss) amount $1,787,000
Number of returns with taxable individual retirement arrangements distributions 490
Taxable individual retirement arrangements distributions amount $8,137,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $15,788,000
Number of farm returns 40
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $380,000
Number of returns with taxable Social Security benefits 670
Taxable Social Security benefits amount $10,739,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $2,966,000
Number of returns with total statutory adjustments 1,000
Total statutory adjustments amount $3,230,000
Number of returns with educator expenses 90
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 150
Self-employment health insurance deduction amount $893,000
Number of returns with IRA payments 80
IRA payments amount $403,000
Number of returns with student loan interest deduction 400
Student loan interest deduction amount $430,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $139,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,510
Total itemized deductions amount $28,020,000
Amount of AGI for itemized returns $94,511,000
Number of returns with State and local income taxes 1,170
State and local income taxes amount $3,174,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $441,000
Number of returns with real estate taxes 1,200
Real estate taxes amount $1,996,000
Number of returns with taxes paid 1,500
Taxes paid amount $6,015,000
Number of returns with mortgage interest paid 1,080
Mortgage interest paid amount $8,660,000
Number of returns with contributions 1,300
Contributions amount $5,598,000
Number of returns with taxable income 2,820
Taxable income amount $114,729,000
Number of returns with income tax before credits 2,790
Income tax before credits amount $16,398,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $31,000
Number of returns with total tax credits 1,090
Total tax credits amount $1,422,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $16,000
Number of returns with child and dependent care credit 130
Child and dependent care credit amount $63,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $324,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $12,000
Number of returns with child tax credit 650
Child tax credit amount $931,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 390
Self-employment tax amount $1,273,000
Number of returns with total tax payments 2,780
Total tax payments amount $20,027,000
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 100
Additional child tax credit amount $155,000
Number of returns with refundable education credit 160
Refundable education credit amount $159,000
Number of returns with income tax 2,670
Income tax amount [7] $14,976,000
Number of returns with tax liability 2,730
Total tax liability amount [8] $16,434,000
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] $2,056,000
Number of returns with overpayments refunded 1,910
Overpayments refunded amount [10] $5,263,000

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

Number of returns [1] 2,290
Number of single returns 610
Number of joint returns 1,460
Number of head of household returns 170
Number of returns with paid preparer's signature 1,200
Number of exemptions 5,340
Number of dependents 1,590
Adjust gross income (AGI) [2] $199,438,000
Number of returns with total income 2,290
Salaries and wages amount $202,460,000
Number of returns with salaries and wages 1,900
Salaries and wages amount $138,416
Number of returns with taxable interest 1,160
Taxable interest amount $1,517
Number of returns with ordinary dividends 870
Ordinary dividends amount $4,139,000
Number of returns with qualified dividends 810
Qualified dividends amount [3] $2,866
Number of returns with state and local income tax refunds 1,000
State and local income tax refunds amount $848
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $6,883,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $2,979,000
Number of returns with taxable individual retirement arrangements distributions 460
Taxable individual retirement arrangements distributions amount $10,253,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $19,192,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $285,000
Number of returns with taxable Social Security benefits 610
Taxable Social Security benefits amount $13,199,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $3,366,000
Number of returns with total statutory adjustments 760
Total statutory adjustments amount $3,022,000
Number of returns with educator expenses 90
Educator expenses amount $22,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $293,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $660,000
Number of returns with IRA payments 70
IRA payments amount $405,000
Number of returns with student loan interest deduction 240
Student loan interest deduction amount $290,000
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 1,580
Total itemized deductions amount $33,132,000
Amount of AGI for itemized returns $138,034,000
Number of returns with State and local income taxes 1,310
State and local income taxes amount $4,731,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $413,000
Number of returns with real estate taxes 1,400
Real estate taxes amount $2,567,000
Number of returns with taxes paid 1,580
Taxes paid amount $8,193,000
Number of returns with mortgage interest paid 1,280
Mortgage interest paid amount $11,317,000
Number of returns with contributions 1,440
Contributions amount $7,081,000
Number of returns with taxable income 2,280
Taxable income amount $137,804,000
Number of returns with income tax before credits 2,280
Income tax before credits amount $20,621,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $1,590,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $55,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $95,000
Number of returns with nonrefundable education credit 230
Nonrefundable education credit amount $308,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 640
Child tax credit amount $1,056,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,355,000
Number of returns with total tax payments 2,240
Total tax payments amount $23,347,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 30
Additional child tax credit amount $52,000
Number of returns with refundable education credit 170
Refundable education credit amount $167,000
Number of returns with income tax 2,250
Income tax amount [7] $19,032,000
Number of returns with tax liability 2,270
Total tax liability amount [8] $20,596,000
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 750
Tax due at time of filing amount [9] $2,411,000
Number of returns with overpayments refunded 1,420
Overpayments refunded amount [10] $4,711,000

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

Number of returns [1] 5,200
Number of single returns 590
Number of joint returns 4,350
Number of head of household returns 190
Number of returns with paid preparer's signature 2,830
Number of exemptions 14,840
Number of dependents 5,290
Adjust gross income (AGI) [2] $731,377,000
Number of returns with total income 5,200
Salaries and wages amount $740,791,000
Number of returns with salaries and wages 4,660
Salaries and wages amount $549,652
Number of returns with taxable interest 3,190
Taxable interest amount $5,054
Number of returns with ordinary dividends 2,480
Ordinary dividends amount $13,322,000
Number of returns with qualified dividends 2,300
Qualified dividends amount [3] $9,880
Number of returns with state and local income tax refunds 3,250
State and local income tax refunds amount $3,647
Number of returns with business or professional net income (less loss) 1,110
Business or professional net income (less loss) amount $24,478,000
Number of returns with net capital gain (less loss) 2,140
Net capital gain (less loss) amount $12,213,000
Number of returns with taxable individual retirement arrangements distributions 1,010
Taxable individual retirement arrangements distributions amount $30,250,000
Number of returns with taxable pensions and annuities 1,410
Taxable pensions and annuities amount $46,971,000
Number of farm returns 40
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $554,000
Number of returns with taxable Social Security benefits 1,090
Taxable Social Security benefits amount $25,902,000
Number of returns with partnership/S-corp net income (less loss) 840
Partnership/S-corp net income (less loss) amount $23,895,000
Number of returns with total statutory adjustments 1,960
Total statutory adjustments amount $9,414,000
Number of returns with educator expenses 250
Educator expenses amount $62,000
Number of returns with self-employment retirement plans 80
Self-employment retirement plans amount $1,071,000
Number of returns with self-employment health insurance deduction 320
Self-employment health insurance deduction amount $2,398,000
Number of returns with IRA payments 190
IRA payments amount $1,151,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $459,000
Number of returns with tuition and fees deduction 160
Tuition and fees deduction amount $332,000
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $209,000
Number of returns with itemized deductions 4,480
Total itemized deductions amount $114,921,000
Amount of AGI for itemized returns $637,560,000
Number of returns with State and local income taxes 4,120
State and local income taxes amount $24,436,000
Number of returns with State and local general sales tax 310
State and local general sales tax amount $656,000
Number of returns with real estate taxes 4,250
Real estate taxes amount $9,139,000
Number of returns with taxes paid 4,480
Taxes paid amount $36,070,000
Number of returns with mortgage interest paid 3,870
Mortgage interest paid amount $39,070,000
Number of returns with contributions 4,200
Contributions amount $27,710,000
Number of returns with taxable income 5,200
Taxable income amount $549,823,000
Number of returns with income tax before credits 5,190
Income tax before credits amount $97,339,000
Number of returns with alternative minimum tax 130
Alternative minimum tax amount $249,000
Number of returns with total tax credits 2,560
Total tax credits amount $3,069,000
Number of returns with foreign tax credit 780
Foreign tax credit amount $178,000
Number of returns with child and dependent care credit 590
Child and dependent care credit amount $299,000
Number of returns with nonrefundable education credit 560
Nonrefundable education credit amount $793,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,090
Child tax credit amount $1,425,000
Number of returns with residential energy tax credit 240
Residential energy tax credit amount $74,000
Number of returns with self-employment tax 950
Self-employment tax amount $4,284,000
Number of returns with total tax payments 5,160
Total tax payments amount $103,273,000
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 530
Refundable education credit amount $497,000
Number of returns with income tax 5,170
Income tax amount [7] $94,270,000
Number of returns with tax liability 5,180
Total tax liability amount [8] $99,256,000
Number of returns with Additional Medicare tax 50
Additional Medicare tax $20,000
Number of returns with net investment income tax 30
Net investment income tax $20,000
Number of returns with tax due at time of filing 2,090
Tax due at time of filing amount [9] $10,387,000
Number of returns with overpayments refunded 2,840
Overpayments refunded amount [10] $12,680,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 3,440
Number of single returns 200
Number of joint returns 3,150
Number of head of household returns 70
Number of returns with paid preparer's signature 2,490
Number of exemptions 11,000
Number of dependents 4,410
Adjust gross income (AGI) [2] $1,605,903,000
Number of returns with total income 3,440
Salaries and wages amount $1,636,387,000
Number of returns with salaries and wages 3,140
Salaries and wages amount $909,273
Number of returns with taxable interest 2,790
Taxable interest amount $18,375
Number of returns with ordinary dividends 2,400
Ordinary dividends amount $37,800,000
Number of returns with qualified dividends 2,270
Qualified dividends amount [3] $28,035
Number of returns with state and local income tax refunds 1,960
State and local income tax refunds amount $7,469
Number of returns with business or professional net income (less loss) 920
Business or professional net income (less loss) amount $71,519,000
Number of returns with net capital gain (less loss) 2,270
Net capital gain (less loss) amount $139,566,000
Number of returns with taxable individual retirement arrangements distributions 500
Taxable individual retirement arrangements distributions amount $26,865,000
Number of returns with taxable pensions and annuities 700
Taxable pensions and annuities amount $31,320,000
Number of farm returns 50
Number of returns with unemployment compensation 40
Unemployment compensation amount [4] $151,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $12,848,000
Number of returns with partnership/S-corp net income (less loss) 1,410
Partnership/S-corp net income (less loss) amount $355,681,000
Number of returns with total statutory adjustments 1,460
Total statutory adjustments amount $30,483,000
Number of returns with educator expenses 70
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 270
Self-employment retirement plans amount $9,074,000
Number of returns with self-employment health insurance deduction 560
Self-employment health insurance deduction amount $6,203,000
Number of returns with IRA payments 70
IRA payments amount $655,000
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 150
Domestic production activities deduction amount $6,356,000
Number of returns with itemized deductions 3,360
Total itemized deductions amount $186,855,000
Amount of AGI for itemized returns $1,570,956,000
Number of returns with State and local income taxes 3,260
State and local income taxes amount $65,553,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $303,000
Number of returns with real estate taxes 3,250
Real estate taxes amount $14,444,000
Number of returns with taxes paid 3,360
Taxes paid amount $82,459,000
Number of returns with mortgage interest paid 2,770
Mortgage interest paid amount $43,031,000
Number of returns with contributions 3,260
Contributions amount $64,807,000
Number of returns with taxable income 3,440
Taxable income amount $1,391,068,000
Number of returns with income tax before credits 3,440
Income tax before credits amount $390,062,000
Number of returns with alternative minimum tax 1,400
Alternative minimum tax amount $6,630,000
Number of returns with total tax credits 1,540
Total tax credits amount $6,348,000
Number of returns with foreign tax credit 1,030
Foreign tax credit amount $1,749,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $157,000
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 160
Residential energy tax credit amount $71,000
Number of returns with self-employment tax 980
Self-employment tax amount $8,830,000
Number of returns with total tax payments 3,420
Total tax payments amount $382,081,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 3,440
Income tax amount [7] $380,585,000
Number of returns with tax liability 3,440
Total tax liability amount [8] $397,781,000
Number of returns with Additional Medicare tax 1,830
Additional Medicare tax $3,360,000
Number of returns with net investment income tax 1,890
Net investment income tax $3,360,000
Number of returns with tax due at time of filing 1,880
Tax due at time of filing amount [9] $53,408,000
Number of returns with overpayments refunded 1,150
Overpayments refunded amount [10] $18,636,000

[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.