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ZIP Code Database - Facts & Stats

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ZIP Code 38401 Income Tax Stats

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

ZIP Code 38401 Data

Zip Code:38401
City:Columbia
State:TN [Tennessee]
Counties: MAURY, TN
City Alias(es):Columbia
Area Code:931 / 615
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




38401 Income Tax Overview

Total Number of Tax Returns for ZIP Code 38401 [1] 24,960
Total Number of Single Tax Returns for ZIP Code 38401 9,390
Total Number of Joint Tax Returns for ZIP Code 38401 9,710
Total Number of Dependents for ZIP Code 38401 16,570
Total Adjusted Gross Income for ZIP Code 38401 $1,175,761,000
Average Income per Person for ZIP Code 38401 $21,586
Average Income per Household for ZIP Code 38401 $47,106

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] 10,730
Number of single returns 6,570
Number of joint returns 1,470
Number of head of household returns 2,510
Number of returns with paid preparer's signature 4,890
Number of exemptions 16,590
Number of dependents 5,780
Adjust gross income (AGI) [2] $137,338,000
Number of returns with total income 10,730
Salaries and wages amount $139,410,000
Number of returns with salaries and wages 8,890
Salaries and wages amount $108,510
Number of returns with taxable interest 1,290
Taxable interest amount $1,161
Number of returns with ordinary dividends 700
Ordinary dividends amount $1,129,000
Number of returns with qualified dividends 630
Qualified dividends amount [3] $727
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 1,350
Business or professional net income (less loss) amount $9,361,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $484,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $3,133,000
Number of returns with taxable pensions and annuities 1,470
Taxable pensions and annuities amount $13,271,000
Number of farm returns 130
Number of returns with unemployment compensation 490
Unemployment compensation amount [4] $1,937,000
Number of returns with taxable Social Security benefits 490
Taxable Social Security benefits amount $923,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $249,000
Number of returns with total statutory adjustments 1,670
Total statutory adjustments amount $2,072,000
Number of returns with educator expenses 40
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $450,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $269,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $225,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 470
Total itemized deductions amount $7,259,000
Amount of AGI for itemized returns $7,223,000
Number of returns with State and local income taxes 20
State and local income taxes amount $23,000
Number of returns with State and local general sales tax 360
State and local general sales tax amount $354,000
Number of returns with real estate taxes 340
Real estate taxes amount $547,000
Number of returns with taxes paid 450
Taxes paid amount $957,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $1,529,000
Number of returns with contributions 320
Contributions amount $804,000
Number of returns with taxable income 4,570
Taxable income amount $26,815,000
Number of returns with income tax before credits 4,460
Income tax before credits amount $2,810,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,240
Total tax credits amount $401,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $137,000
Number of returns with retirement savings contribution credit 430
Retirement savings contribution credit amount $62,000
Number of returns with child tax credit 460
Child tax credit amount $151,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 1,170
Self-employment tax amount $1,551,000
Number of returns with total tax payments 9,980
Total tax payments amount $24,643,000
Number of returns with earned income credit 4,270
Earned income credit amount [5] $10,857,000
Number of returns with excess earned income credit 3,910
Excess earned income credit (refundable) amount [6] $9,882,000
Number of returns with additional child tax credit 2,750
Additional child tax credit amount $3,389,000
Number of returns with refundable education credit 480
Refundable education credit amount $412,000
Number of returns with income tax 3,640
Income tax amount [7] $2,410,000
Number of returns with tax liability 4,790
Total tax liability amount [8] $4,019,000
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 730
Tax due at time of filing amount [9] $575,000
Number of returns with overpayments refunded 9,500
Overpayments refunded amount [10] $21,127,000

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

Number of returns [1] 6,520
Number of single returns 2,730
Number of joint returns 2,210
Number of head of household returns 1,350
Number of returns with paid preparer's signature 3,150
Number of exemptions 13,320
Number of dependents 4,590
Adjust gross income (AGI) [2] $233,669,000
Number of returns with total income 6,520
Salaries and wages amount $236,049,000
Number of returns with salaries and wages 5,830
Salaries and wages amount $186,345
Number of returns with taxable interest 1,200
Taxable interest amount $1,064
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,474,000
Number of returns with qualified dividends 590
Qualified dividends amount [3] $978
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $26
Number of returns with business or professional net income (less loss) 800
Business or professional net income (less loss) amount $7,277,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $1,117,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $5,038,000
Number of returns with taxable pensions and annuities 1,420
Taxable pensions and annuities amount $24,206,000
Number of farm returns 130
Number of returns with unemployment compensation 280
Unemployment compensation amount [4] $954,000
Number of returns with taxable Social Security benefits 1,160
Taxable Social Security benefits amount $7,288,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $741,000
Number of returns with total statutory adjustments 1,320
Total statutory adjustments amount $2,380,000
Number of returns with educator expenses 130
Educator expenses amount $31,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $113,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $467,000
Number of returns with IRA payments 100
IRA payments amount $331,000
Number of returns with student loan interest deduction 460
Student loan interest deduction amount $399,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $77,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 890
Total itemized deductions amount $13,589,000
Amount of AGI for itemized returns $33,891,000
Number of returns with State and local income taxes 40
State and local income taxes amount $66,000
Number of returns with State and local general sales tax 690
State and local general sales tax amount $917,000
Number of returns with real estate taxes 730
Real estate taxes amount $1,042,000
Number of returns with taxes paid 850
Taxes paid amount $2,079,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $3,693,000
Number of returns with contributions 610
Contributions amount $2,126,000
Number of returns with taxable income 6,300
Taxable income amount $118,795,000
Number of returns with income tax before credits 6,260
Income tax before credits amount $14,340,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,620
Total tax credits amount $2,169,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $138,000
Number of returns with nonrefundable education credit 310
Nonrefundable education credit amount $276,000
Number of returns with retirement savings contribution credit 860
Retirement savings contribution credit amount $145,000
Number of returns with child tax credit 1,670
Child tax credit amount $1,560,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $35,000
Number of returns with self-employment tax 660
Self-employment tax amount $1,489,000
Number of returns with total tax payments 6,400
Total tax payments amount $27,596,000
Number of returns with earned income credit 1,650
Earned income credit amount [5] $3,162,000
Number of returns with excess earned income credit 1,350
Excess earned income credit (refundable) amount [6] $2,662,000
Number of returns with additional child tax credit 1,250
Additional child tax credit amount $1,870,000
Number of returns with refundable education credit 220
Refundable education credit amount $184,000
Number of returns with income tax 5,100
Income tax amount [7] $12,172,000
Number of returns with tax liability 5,410
Total tax liability amount [8] $13,839,000
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 830
Tax due at time of filing amount [9] $1,306,000
Number of returns with overpayments refunded 5,620
Overpayments refunded amount [10] $14,994,000

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

Number of returns [1] 3,290
Number of single returns 780
Number of joint returns 2,190
Number of head of household returns 280
Number of returns with paid preparer's signature 1,750
Number of exemptions 7,920
Number of dependents 2,460
Adjust gross income (AGI) [2] $202,554,000
Number of returns with total income 3,290
Salaries and wages amount $204,528,000
Number of returns with salaries and wages 2,920
Salaries and wages amount $154,559
Number of returns with taxable interest 1,040
Taxable interest amount $966
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,537,000
Number of returns with qualified dividends 520
Qualified dividends amount [3] $1,121
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $18
Number of returns with business or professional net income (less loss) 540
Business or professional net income (less loss) amount $5,406,000
Number of returns with net capital gain (less loss) 480
Net capital gain (less loss) amount $1,432,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $5,555,000
Number of returns with taxable pensions and annuities 990
Taxable pensions and annuities amount $22,181,000
Number of farm returns 120
Number of returns with unemployment compensation 150
Unemployment compensation amount [4] $540,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $11,032,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $890,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $1,974,000
Number of returns with educator expenses 130
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $377,000
Number of returns with IRA payments 70
IRA payments amount $270,000
Number of returns with student loan interest deduction 330
Student loan interest deduction amount $300,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $101,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 860
Total itemized deductions amount $14,217,000
Amount of AGI for itemized returns $53,469,000
Number of returns with State and local income taxes 40
State and local income taxes amount $91,000
Number of returns with State and local general sales tax 710
State and local general sales tax amount $1,314,000
Number of returns with real estate taxes 770
Real estate taxes amount $1,192,000
Number of returns with taxes paid 840
Taxes paid amount $2,655,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $4,581,000
Number of returns with contributions 670
Contributions amount $3,004,000
Number of returns with taxable income 3,280
Taxable income amount $130,960,000
Number of returns with income tax before credits 3,270
Income tax before credits amount $17,792,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,470
Total tax credits amount $2,171,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 230
Child and dependent care credit amount $121,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $320,000
Number of returns with retirement savings contribution credit 200
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 1,030
Child tax credit amount $1,644,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 400
Self-employment tax amount $1,065,000
Number of returns with total tax payments 3,250
Total tax payments amount $22,414,000
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 130
Additional child tax credit amount $183,000
Number of returns with refundable education credit 190
Refundable education credit amount $163,000
Number of returns with income tax 3,150
Income tax amount [7] $15,622,000
Number of returns with tax liability 3,180
Total tax liability amount [8] $16,846,000
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 720
Tax due at time of filing amount [9] $1,474,000
Number of returns with overpayments refunded 2,520
Overpayments refunded amount [10] $6,898,000

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

Number of returns [1] 2,030
Number of single returns 230
Number of joint returns 1,680
Number of head of household returns 100
Number of returns with paid preparer's signature 1,120
Number of exemptions 5,280
Number of dependents 1,570
Adjust gross income (AGI) [2] $175,154,000
Number of returns with total income 2,030
Salaries and wages amount $176,790,000
Number of returns with salaries and wages 1,830
Salaries and wages amount $134,627
Number of returns with taxable interest 810
Taxable interest amount $747
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,430,000
Number of returns with qualified dividends 440
Qualified dividends amount [3] $1,046
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $24
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $4,595,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $1,460,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $5,215,000
Number of returns with taxable pensions and annuities 680
Taxable pensions and annuities amount $17,630,000
Number of farm returns 90
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $402,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $9,091,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $1,297,000
Number of returns with total statutory adjustments 630
Total statutory adjustments amount $1,637,000
Number of returns with educator expenses 120
Educator expenses amount $33,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $295,000
Number of returns with IRA payments 50
IRA payments amount $226,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $230,000
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 730
Total itemized deductions amount $13,550,000
Amount of AGI for itemized returns $63,119,000
Number of returns with State and local income taxes 50
State and local income taxes amount $186,000
Number of returns with State and local general sales tax 610
State and local general sales tax amount $1,269,000
Number of returns with real estate taxes 680
Real estate taxes amount $1,242,000
Number of returns with taxes paid 720
Taxes paid amount $2,757,000
Number of returns with mortgage interest paid 620
Mortgage interest paid amount $4,512,000
Number of returns with contributions 620
Contributions amount $3,247,000
Number of returns with taxable income 2,030
Taxable income amount $125,598,000
Number of returns with income tax before credits 2,030
Income tax before credits amount $17,904,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $64,000
Number of returns with total tax credits 910
Total tax credits amount $1,475,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $97,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $283,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 630
Child tax credit amount $1,055,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $26,000
Number of returns with self-employment tax 280
Self-employment tax amount $969,000
Number of returns with total tax payments 2,010
Total tax payments amount $21,276,000
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 150
Refundable education credit amount $139,000
Number of returns with income tax 2,020
Income tax amount [7] $16,429,000
Number of returns with tax liability 2,020
Total tax liability amount [8] $17,583,000
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 470
Tax due at time of filing amount [9] $1,380,000
Number of returns with overpayments refunded 1,530
Overpayments refunded amount [10] $4,944,000

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

Number of returns [1] 2,000
Number of single returns 140
Number of joint returns 1,810
Number of head of household returns 50
Number of returns with paid preparer's signature 1,200
Number of exemptions 5,560
Number of dependents 1,750
Adjust gross income (AGI) [2] $258,409,000
Number of returns with total income 2,000
Salaries and wages amount $261,706,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $191,200
Number of returns with taxable interest 1,050
Taxable interest amount $1,535
Number of returns with ordinary dividends 660
Ordinary dividends amount $3,845,000
Number of returns with qualified dividends 610
Qualified dividends amount [3] $2,948
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $76
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $11,689,000
Number of returns with net capital gain (less loss) 570
Net capital gain (less loss) amount $4,607,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $9,687,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $20,837,000
Number of farm returns 120
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $272,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $10,038,000
Number of returns with partnership/S-corp net income (less loss) 200
Partnership/S-corp net income (less loss) amount $5,218,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $3,297,000
Number of returns with educator expenses 140
Educator expenses amount $38,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $262,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $743,000
Number of returns with IRA payments 70
IRA payments amount $417,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $208,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $99,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $840,000
Number of returns with itemized deductions 1,080
Total itemized deductions amount $23,814,000
Amount of AGI for itemized returns $143,914,000
Number of returns with State and local income taxes 110
State and local income taxes amount $531,000
Number of returns with State and local general sales tax 910
State and local general sales tax amount $2,570,000
Number of returns with real estate taxes 1,040
Real estate taxes amount $2,233,000
Number of returns with taxes paid 1,080
Taxes paid amount $5,402,000
Number of returns with mortgage interest paid 910
Mortgage interest paid amount $7,621,000
Number of returns with contributions 980
Contributions amount $7,027,000
Number of returns with taxable income 2,000
Taxable income amount $201,846,000
Number of returns with income tax before credits 2,000
Income tax before credits amount $34,310,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 900
Total tax credits amount $1,255,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $77,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $83,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $330,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 460
Child tax credit amount $654,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 370
Self-employment tax amount $2,079,000
Number of returns with total tax payments 1,990
Total tax payments amount $36,873,000
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 220
Refundable education credit amount $206,000
Number of returns with income tax 2,000
Income tax amount [7] $33,055,000
Number of returns with tax liability 2,000
Total tax liability amount [8] $35,477,000
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 740
Tax due at time of filing amount [9] $3,790,000
Number of returns with overpayments refunded 1,180
Overpayments refunded amount [10] $4,766,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 390
Number of single returns 30
Number of joint returns 350
Number of head of household returns 0
Number of returns with paid preparer's signature 310
Number of exemptions 1,150
Number of dependents 420
Adjust gross income (AGI) [2] $168,637,000
Number of returns with total income 390
Salaries and wages amount $173,554,000
Number of returns with salaries and wages 310
Salaries and wages amount $82,158
Number of returns with taxable interest 300
Taxable interest amount $1,690
Number of returns with ordinary dividends 250
Ordinary dividends amount $4,827,000
Number of returns with qualified dividends 230
Qualified dividends amount [3] $3,872
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $16,886,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $21,439,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $4,405,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $5,239,000
Number of farm returns 60
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $2,217,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $28,779,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $4,917,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,674,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $833,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 310
Total itemized deductions amount $13,529,000
Amount of AGI for itemized returns $136,320,000
Number of returns with State and local income taxes 40
State and local income taxes amount $474,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $1,123,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,265,000
Number of returns with taxes paid 310
Taxes paid amount $2,901,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $3,221,000
Number of returns with contributions 300
Contributions amount $6,792,000
Number of returns with taxable income 390
Taxable income amount $151,422,000
Number of returns with income tax before credits 390
Income tax before credits amount $40,086,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $288,000
Number of returns with total tax credits 150
Total tax credits amount $273,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $29,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 150
Self-employment tax amount $2,103,000
Number of returns with total tax payments 380
Total tax payments amount $41,674,000
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 390
Income tax amount [7] $39,813,000
Number of returns with tax liability 390
Total tax liability amount [8] $42,957,000
Number of returns with Additional Medicare tax 210
Additional Medicare tax $370,000
Number of returns with net investment income tax 220
Net investment income tax $370,000
Number of returns with tax due at time of filing 200
Tax due at time of filing amount [9] $5,988,000
Number of returns with overpayments refunded 140
Overpayments refunded amount [10] $3,500,000

[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.