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ZIP Code Database - Facts & Stats

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ZIP Code 40205 Income Tax Stats

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

ZIP Code 40205 Data

Zip Code:40205
City:Louisville
State:KY [Kentucky]
Counties: JEFFERSON, KY
City Alias(es):Louisville
Area Code:502
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





40205 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40205 [1] 12,180
Total Number of Single Tax Returns for ZIP Code 40205 3,920
Total Number of Joint Tax Returns for ZIP Code 40205 4,570
Total Number of Dependents for ZIP Code 40205 4,850
Total Adjusted Gross Income for ZIP Code 40205 $1,057,825,000
Average Income per Person for ZIP Code 40205 $44,675
Average Income per Household for ZIP Code 40205 $86,849

The following tables break down the Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 3,470
Number of single returns 2,990
Number of joint returns 240
Number of head of household returns 190
Number of returns with paid preparer's signature 1,440
Number of exemptions 3,220
Number of dependents 370
Adjust gross income (AGI) [2] $39,595,000
Number of returns with total income 3,470
Salaries and wages amount $41,031,000
Number of returns with salaries and wages 2,620
Salaries and wages amount $28,966
Number of returns with taxable interest 740
Taxable interest amount $648
Number of returns with ordinary dividends 760
Ordinary dividends amount $1,721,000
Number of returns with qualified dividends 700
Qualified dividends amount [3] $1,147
Number of returns with state and local income tax refunds 140
State and local income tax refunds amount $77
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $3,477,000
Number of returns with net capital gain (less loss) 630
Net capital gain (less loss) amount $455,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $1,975,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $3,688,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $667,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $342,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount ($257,000)
Number of returns with total statutory adjustments 750
Total statutory adjustments amount $1,436,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $473,000
Number of returns with IRA payments 30
IRA payments amount $106,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $240,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $247,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 360
Total itemized deductions amount $5,505,000
Amount of AGI for itemized returns $5,248,000
Number of returns with State and local income taxes 160
State and local income taxes amount $226,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $80,000
Number of returns with real estate taxes 290
Real estate taxes amount $678,000
Number of returns with taxes paid 350
Taxes paid amount $1,105,000
Number of returns with mortgage interest paid 180
Mortgage interest paid amount $933,000
Number of returns with contributions 270
Contributions amount $438,000
Number of returns with taxable income 1,780
Taxable income amount $11,034,000
Number of returns with income tax before credits 1,670
Income tax before credits amount $1,136,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $177,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $129,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 30
Child tax credit amount $14,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 410
Self-employment tax amount $541,000
Number of returns with total tax payments 3,020
Total tax payments amount $4,356,000
Number of returns with earned income credit 720
Earned income credit amount [5] $832,000
Number of returns with excess earned income credit 560
Excess earned income credit (refundable) amount [6] $706,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $188,000
Number of returns with refundable education credit 200
Refundable education credit amount $171,000
Number of returns with income tax 1,430
Income tax amount [7] $959,000
Number of returns with tax liability 1,760
Total tax liability amount [8] $1,529,000
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 440
Tax due at time of filing amount [9] $374,000
Number of returns with overpayments refunded 2,700
Overpayments refunded amount [10] $3,133,000

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

Number of returns [1] 2,490
Number of single returns 1,780
Number of joint returns 430
Number of head of household returns 210
Number of returns with paid preparer's signature 1,090
Number of exemptions 3,490
Number of dependents 580
Adjust gross income (AGI) [2] $91,621,000
Number of returns with total income 2,490
Salaries and wages amount $93,709,000
Number of returns with salaries and wages 2,050
Salaries and wages amount $68,717
Number of returns with taxable interest 760
Taxable interest amount $726
Number of returns with ordinary dividends 630
Ordinary dividends amount $1,952,000
Number of returns with qualified dividends 590
Qualified dividends amount [3] $1,356
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $237
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,140,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $940,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $2,981,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $9,043,000
Number of farm returns 20
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $676,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $2,972,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $656,000
Number of returns with total statutory adjustments 890
Total statutory adjustments amount $2,088,000
Number of returns with educator expenses 110
Educator expenses amount $23,000
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 $508,000
Number of returns with IRA payments 70
IRA payments amount $257,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $556,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $65,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 740
Total itemized deductions amount $10,379,000
Amount of AGI for itemized returns $28,675,000
Number of returns with State and local income taxes 570
State and local income taxes amount $1,514,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $99,000
Number of returns with real estate taxes 630
Real estate taxes amount $1,419,000
Number of returns with taxes paid 730
Taxes paid amount $3,260,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $2,549,000
Number of returns with contributions 600
Contributions amount $1,201,000
Number of returns with taxable income 2,440
Taxable income amount $55,043,000
Number of returns with income tax before credits 2,400
Income tax before credits amount $6,859,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 730
Total tax credits amount $520,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 220
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 230
Child tax credit amount $212,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 280
Self-employment tax amount $697,000
Number of returns with total tax payments 2,410
Total tax payments amount $10,011,000
Number of returns with earned income credit 180
Earned income credit amount [5] $318,000
Number of returns with excess earned income credit 140
Excess earned income credit (refundable) amount [6] $249,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $204,000
Number of returns with refundable education credit 80
Refundable education credit amount $65,000
Number of returns with income tax 2,240
Income tax amount [7] $6,339,000
Number of returns with tax liability 2,310
Total tax liability amount [8] $7,082,000
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 440
Tax due at time of filing amount [9] $739,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [10] $3,549,000

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

Number of returns [1] 1,800
Number of single returns 980
Number of joint returns 620
Number of head of household returns 150
Number of returns with paid preparer's signature 950
Number of exemptions 3,070
Number of dependents 650
Adjust gross income (AGI) [2] $111,098,000
Number of returns with total income 1,800
Salaries and wages amount $112,909,000
Number of returns with salaries and wages 1,450
Salaries and wages amount $75,534
Number of returns with taxable interest 850
Taxable interest amount $902
Number of returns with ordinary dividends 690
Ordinary dividends amount $3,332,000
Number of returns with qualified dividends 660
Qualified dividends amount [3] $2,518
Number of returns with state and local income tax refunds 690
State and local income tax refunds amount $460
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $5,093,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,912,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,922,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $13,811,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $225,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $6,219,000
Number of returns with partnership/S-corp net income (less loss) 170
Partnership/S-corp net income (less loss) amount $1,208,000
Number of returns with total statutory adjustments 680
Total statutory adjustments amount $1,811,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $418,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $369,000
Number of returns with IRA payments 60
IRA payments amount $266,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $286,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $125,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,040
Total itemized deductions amount $16,840,000
Amount of AGI for itemized returns $64,496,000
Number of returns with State and local income taxes 880
State and local income taxes amount $3,707,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $102,000
Number of returns with real estate taxes 950
Real estate taxes amount $2,430,000
Number of returns with taxes paid 1,040
Taxes paid amount $6,492,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $4,562,000
Number of returns with contributions 880
Contributions amount $1,952,000
Number of returns with taxable income 1,780
Taxable income amount $75,395,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $10,771,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 690
Total tax credits amount $735,000
Number of returns with foreign tax credit 210
Foreign tax credit amount $22,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $42,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $200,000
Number of returns with retirement savings contribution credit 50
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 290
Child tax credit amount $408,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $33,000
Number of returns with self-employment tax 290
Self-employment tax amount $866,000
Number of returns with total tax payments 1,760
Total tax payments amount $13,450,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 60
Additional child tax credit amount $80,000
Number of returns with refundable education credit 90
Refundable education credit amount $90,000
Number of returns with income tax 1,710
Income tax amount [7] $10,036,000
Number of returns with tax liability 1,740
Total tax liability amount [8] $10,971,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [9] $1,082,000
Number of returns with overpayments refunded 1,270
Overpayments refunded amount [10] $3,346,000

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

Number of returns [1] 1,280
Number of single returns 410
Number of joint returns 780
Number of head of household returns 70
Number of returns with paid preparer's signature 710
Number of exemptions 2,700
Number of dependents 640
Adjust gross income (AGI) [2] $111,378,000
Number of returns with total income 1,280
Salaries and wages amount $113,203,000
Number of returns with salaries and wages 1,060
Salaries and wages amount $75,051
Number of returns with taxable interest 720
Taxable interest amount $872
Number of returns with ordinary dividends 590
Ordinary dividends amount $3,265,000
Number of returns with qualified dividends 540
Qualified dividends amount [3] $2,555
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $503
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $5,145,000
Number of returns with net capital gain (less loss) 470
Net capital gain (less loss) amount $1,873,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $4,421,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $12,384,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $355,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $6,374,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $2,053,000
Number of returns with total statutory adjustments 490
Total statutory adjustments amount $1,825,000
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 80
Self-employment health insurance deduction amount $493,000
Number of returns with IRA payments 50
IRA payments amount $210,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $216,000
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 930
Total itemized deductions amount $17,597,000
Amount of AGI for itemized returns $81,040,000
Number of returns with State and local income taxes 840
State and local income taxes amount $4,869,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $70,000
Number of returns with real estate taxes 870
Real estate taxes amount $2,471,000
Number of returns with taxes paid 930
Taxes paid amount $7,684,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $4,663,000
Number of returns with contributions 840
Contributions amount $2,330,000
Number of returns with taxable income 1,270
Taxable income amount $79,216,000
Number of returns with income tax before credits 1,270
Income tax before credits amount $11,901,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 560
Total tax credits amount $728,000
Number of returns with foreign tax credit 190
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $45,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $154,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $417,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $42,000
Number of returns with self-employment tax 230
Self-employment tax amount $844,000
Number of returns with total tax payments 1,270
Total tax payments amount $14,018,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 70
Refundable education credit amount $62,000
Number of returns with income tax 1,250
Income tax amount [7] $11,173,000
Number of returns with tax liability 1,260
Total tax liability amount [8] $12,103,000
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 370
Tax due at time of filing amount [9] $1,150,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [10] $2,770,000

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

Number of returns [1] 2,220
Number of single returns 400
Number of joint returns 1,730
Number of head of household returns 70
Number of returns with paid preparer's signature 1,330
Number of exemptions 5,570
Number of dependents 1,630
Adjust gross income (AGI) [2] $303,548,000
Number of returns with total income 2,220
Salaries and wages amount $308,899,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $214,693
Number of returns with taxable interest 1,450
Taxable interest amount $2,210
Number of returns with ordinary dividends 1,210
Ordinary dividends amount $9,094,000
Number of returns with qualified dividends 1,150
Qualified dividends amount [3] $7,430
Number of returns with state and local income tax refunds 1,430
State and local income tax refunds amount $1,403
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $13,579,000
Number of returns with net capital gain (less loss) 1,020
Net capital gain (less loss) amount $7,775,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $10,263,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $23,779,000
Number of farm returns 30
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $474,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $10,033,000
Number of returns with partnership/S-corp net income (less loss) 450
Partnership/S-corp net income (less loss) amount $12,171,000
Number of returns with total statutory adjustments 960
Total statutory adjustments amount $5,351,000
Number of returns with educator expenses 150
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $1,270,000
Number of returns with self-employment health insurance deduction 190
Self-employment health insurance deduction amount $1,197,000
Number of returns with IRA payments 100
IRA payments amount $543,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $260,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $120,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $102,000
Number of returns with itemized deductions 1,960
Total itemized deductions amount $47,953,000
Amount of AGI for itemized returns $271,385,000
Number of returns with State and local income taxes 1,870
State and local income taxes amount $17,376,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $128,000
Number of returns with real estate taxes 1,870
Real estate taxes amount $6,438,000
Number of returns with taxes paid 1,960
Taxes paid amount $24,628,000
Number of returns with mortgage interest paid 1,590
Mortgage interest paid amount $11,205,000
Number of returns with contributions 1,830
Contributions amount $6,947,000
Number of returns with taxable income 2,210
Taxable income amount $230,949,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $40,686,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $155,000
Number of returns with total tax credits 1,090
Total tax credits amount $1,210,000
Number of returns with foreign tax credit 440
Foreign tax credit amount $171,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $128,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $248,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 380
Child tax credit amount $451,000
Number of returns with residential energy tax credit 160
Residential energy tax credit amount $64,000
Number of returns with self-employment tax 450
Self-employment tax amount $2,419,000
Number of returns with total tax payments 2,200
Total tax payments amount $44,685,000
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 $152,000
Number of returns with income tax 2,200
Income tax amount [7] $39,476,000
Number of returns with tax liability 2,200
Total tax liability amount [8] $42,128,000
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 840
Tax due at time of filing amount [9] $4,140,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [10] $5,343,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 920
Number of single returns 120
Number of joint returns 770
Number of head of household returns 20
Number of returns with paid preparer's signature 700
Number of exemptions 2,670
Number of dependents 980
Adjust gross income (AGI) [2] $400,585,000
Number of returns with total income 920
Salaries and wages amount $409,919,000
Number of returns with salaries and wages 820
Salaries and wages amount $211,359
Number of returns with taxable interest 790
Taxable interest amount $7,459
Number of returns with ordinary dividends 680
Ordinary dividends amount $24,393,000
Number of returns with qualified dividends 670
Qualified dividends amount [3] $12,743
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $1,600
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $17,937,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $26,286,000
Number of returns with taxable individual retirement arrangements distributions 140
Taxable individual retirement arrangements distributions amount $5,990,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $7,750,000
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 130
Taxable Social Security benefits amount $3,608,000
Number of returns with partnership/S-corp net income (less loss) 450
Partnership/S-corp net income (less loss) amount $88,894,000
Number of returns with total statutory adjustments 460
Total statutory adjustments amount $9,334,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 110
Self-employment retirement plans amount $3,435,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $1,637,000
Number of returns with IRA payments 20
IRA payments amount $218,000
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 $1,253,000
Number of returns with itemized deductions 910
Total itemized deductions amount $53,785,000
Amount of AGI for itemized returns $396,354,000
Number of returns with State and local income taxes 900
State and local income taxes amount $29,354,000
Number of returns with State and local general sales tax 0
State and local general sales tax amount $0
Number of returns with real estate taxes 880
Real estate taxes amount $5,383,000
Number of returns with taxes paid 910
Taxes paid amount $35,205,000
Number of returns with mortgage interest paid 690
Mortgage interest paid amount $7,259,000
Number of returns with contributions 870
Contributions amount $10,736,000
Number of returns with taxable income 920
Taxable income amount $340,053,000
Number of returns with income tax before credits 920
Income tax before credits amount $95,575,000
Number of returns with alternative minimum tax 610
Alternative minimum tax amount $4,138,000
Number of returns with total tax credits 480
Total tax credits amount $1,979,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $565,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
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 40
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 310
Self-employment tax amount $3,102,000
Number of returns with total tax payments 910
Total tax payments amount $98,257,000
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 920
Income tax amount [7] $90,248,000
Number of returns with tax liability 920
Total tax liability amount [8] $96,000,000
Number of returns with Additional Medicare tax 480
Additional Medicare tax $751,000
Number of returns with net investment income tax 550
Net investment income tax $751,000
Number of returns with tax due at time of filing 450
Tax due at time of filing amount [9] $9,748,000
Number of returns with overpayments refunded 280
Overpayments refunded amount [10] $4,572,000

[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.