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ZIP Code Database - Facts & Stats

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ZIP Code 40214 Income Tax Stats

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

ZIP Code 40214 Data

Zip Code:40214
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]




40214 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40214 [1] 21,880
Total Number of Single Tax Returns for ZIP Code 40214 5,850
Total Number of Joint Tax Returns for ZIP Code 40214 5,980
Total Number of Dependents for ZIP Code 40214 15,090
Total Adjusted Gross Income for ZIP Code 40214 $814,382,000
Average Income per Person for ZIP Code 40214 $17,981
Average Income per Household for ZIP Code 40214 $37,220

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] 10,830
Number of single returns 6,900
Number of joint returns 1,110
Number of head of household returns 2,700
Number of returns with paid preparer's signature 5,730
Number of exemptions 17,250
Number of dependents 6,560
Adjust gross income (AGI) [2] $140,079,000
Number of returns with total income 10,830
Salaries and wages amount $141,941,000
Number of returns with salaries and wages 8,940
Salaries and wages amount $111,618
Number of returns with taxable interest 940
Taxable interest amount $577
Number of returns with ordinary dividends 460
Ordinary dividends amount $606,000
Number of returns with qualified dividends 410
Qualified dividends amount [3] $370
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $97
Number of returns with business or professional net income (less loss) 1,530
Business or professional net income (less loss) amount $11,660,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $192,000
Number of returns with taxable individual retirement arrangements distributions 430
Taxable individual retirement arrangements distributions amount $2,296,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $9,936,000
Number of farm returns 0
Number of returns with unemployment compensation 730
Unemployment compensation amount [4] $3,841,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $500,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $325,000
Number of returns with total statutory adjustments 1,790
Total statutory adjustments amount $1,861,000
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 60
Self-employment health insurance deduction amount $192,000
Number of returns with IRA payments 20
IRA payments amount $50,000
Number of returns with student loan interest deduction 300
Student loan interest deduction amount $232,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $203,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 510
Total itemized deductions amount $6,533,000
Amount of AGI for itemized returns $8,433,000
Number of returns with State and local income taxes 320
State and local income taxes amount $481,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $64,000
Number of returns with real estate taxes 340
Real estate taxes amount $524,000
Number of returns with taxes paid 500
Taxes paid amount $1,526,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,254,000
Number of returns with contributions 340
Contributions amount $701,000
Number of returns with taxable income 4,730
Taxable income amount $27,387,000
Number of returns with income tax before credits 4,700
Income tax before credits amount $2,876,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,570
Total tax credits amount $587,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 440
Nonrefundable education credit amount $271,000
Number of returns with retirement savings contribution credit 460
Retirement savings contribution credit amount $69,000
Number of returns with child tax credit 590
Child tax credit amount $198,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 1,340
Self-employment tax amount $1,839,000
Number of returns with total tax payments 10,310
Total tax payments amount $26,459,000
Number of returns with earned income credit 4,870
Earned income credit amount [5] $12,255,000
Number of returns with excess earned income credit 4,370
Excess earned income credit (refundable) amount [6] $10,941,000
Number of returns with additional child tax credit 3,260
Additional child tax credit amount $3,966,000
Number of returns with refundable education credit 760
Refundable education credit amount $667,000
Number of returns with income tax 3,580
Income tax amount [7] $2,289,000
Number of returns with tax liability 4,830
Total tax liability amount [8] $4,189,000
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 770
Tax due at time of filing amount [9] $636,000
Number of returns with overpayments refunded 9,770
Overpayments refunded amount [10] $22,895,000

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

Number of returns [1] 6,140
Number of single returns 2,980
Number of joint returns 1,420
Number of head of household returns 1,600
Number of returns with paid preparer's signature 3,190
Number of exemptions 12,330
Number of dependents 4,790
Adjust gross income (AGI) [2] $214,827,000
Number of returns with total income 6,140
Salaries and wages amount $216,573,000
Number of returns with salaries and wages 5,540
Salaries and wages amount $180,855
Number of returns with taxable interest 930
Taxable interest amount $667
Number of returns with ordinary dividends 520
Ordinary dividends amount $633,000
Number of returns with qualified dividends 460
Qualified dividends amount [3] $395
Number of returns with state and local income tax refunds 830
State and local income tax refunds amount $382
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $4,974,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $520,000
Number of returns with taxable individual retirement arrangements distributions 400
Taxable individual retirement arrangements distributions amount $3,191,000
Number of returns with taxable pensions and annuities 1,030
Taxable pensions and annuities amount $16,911,000
Number of farm returns 0
Number of returns with unemployment compensation 460
Unemployment compensation amount [4] $2,190,000
Number of returns with taxable Social Security benefits 830
Taxable Social Security benefits amount $4,999,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $460,000
Number of returns with total statutory adjustments 1,100
Total statutory adjustments amount $1,746,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 60
Self-employment health insurance deduction amount $238,000
Number of returns with IRA payments 60
IRA payments amount $190,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $511,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,290
Total itemized deductions amount $15,602,000
Amount of AGI for itemized returns $47,996,000
Number of returns with State and local income taxes 1,130
State and local income taxes amount $2,944,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $105,000
Number of returns with real estate taxes 980
Real estate taxes amount $1,392,000
Number of returns with taxes paid 1,280
Taxes paid amount $4,767,000
Number of returns with mortgage interest paid 900
Mortgage interest paid amount $3,929,000
Number of returns with contributions 920
Contributions amount $1,981,000
Number of returns with taxable income 5,910
Taxable income amount $110,573,000
Number of returns with income tax before credits 5,900
Income tax before credits amount $13,553,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 2,650
Total tax credits amount $2,267,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $160,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $517,000
Number of returns with retirement savings contribution credit 820
Retirement savings contribution credit amount $128,000
Number of returns with child tax credit 1,620
Child tax credit amount $1,410,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $40,000
Number of returns with self-employment tax 410
Self-employment tax amount $893,000
Number of returns with total tax payments 6,060
Total tax payments amount $26,200,000
Number of returns with earned income credit 1,640
Earned income credit amount [5] $3,225,000
Number of returns with excess earned income credit 1,360
Excess earned income credit (refundable) amount [6] $2,748,000
Number of returns with additional child tax credit 1,310
Additional child tax credit amount $2,161,000
Number of returns with refundable education credit 390
Refundable education credit amount $355,000
Number of returns with income tax 4,710
Income tax amount [7] $11,286,000
Number of returns with tax liability 4,930
Total tax liability amount [8] $12,319,000
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 690
Tax due at time of filing amount [9] $947,000
Number of returns with overpayments refunded 5,400
Overpayments refunded amount [10] $14,810,000

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

Number of returns [1] 2,310
Number of single returns 710
Number of joint returns 1,280
Number of head of household returns 280
Number of returns with paid preparer's signature 1,280
Number of exemptions 5,170
Number of dependents 1,580
Adjust gross income (AGI) [2] $141,696,000
Number of returns with total income 2,310
Salaries and wages amount $143,064,000
Number of returns with salaries and wages 2,030
Salaries and wages amount $107,457
Number of returns with taxable interest 690
Taxable interest amount $555
Number of returns with ordinary dividends 410
Ordinary dividends amount $910,000
Number of returns with qualified dividends 370
Qualified dividends amount [3] $637
Number of returns with state and local income tax refunds 770
State and local income tax refunds amount $456
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,289,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $853,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $3,815,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $15,546,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $1,064,000
Number of returns with taxable Social Security benefits 500
Taxable Social Security benefits amount $7,002,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,381,000
Number of returns with total statutory adjustments 600
Total statutory adjustments amount $1,367,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $278,000
Number of returns with IRA payments 50
IRA payments amount $220,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $250,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 970
Total itemized deductions amount $14,493,000
Amount of AGI for itemized returns $60,874,000
Number of returns with State and local income taxes 890
State and local income taxes amount $3,677,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $66,000
Number of returns with real estate taxes 870
Real estate taxes amount $1,422,000
Number of returns with taxes paid 970
Taxes paid amount $5,492,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $4,011,000
Number of returns with contributions 800
Contributions amount $2,177,000
Number of returns with taxable income 2,310
Taxable income amount $92,635,000
Number of returns with income tax before credits 2,300
Income tax before credits amount $12,827,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 980
Total tax credits amount $1,373,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $278,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 650
Child tax credit amount $960,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $20,000
Number of returns with self-employment tax 230
Self-employment tax amount $673,000
Number of returns with total tax payments 2,290
Total tax payments amount $16,092,000
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 90
Additional child tax credit amount $145,000
Number of returns with refundable education credit 160
Refundable education credit amount $144,000
Number of returns with income tax 2,210
Income tax amount [7] $11,454,000
Number of returns with tax liability 2,240
Total tax liability amount [8] $12,259,000
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 510
Tax due at time of filing amount [9] $1,089,000
Number of returns with overpayments refunded 1,760
Overpayments refunded amount [10] $4,832,000

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

Number of returns [1] 1,250
Number of single returns 190
Number of joint returns 970
Number of head of household returns 80
Number of returns with paid preparer's signature 690
Number of exemptions 3,140
Number of dependents 910
Adjust gross income (AGI) [2] $108,235,000
Number of returns with total income 1,250
Salaries and wages amount $109,143,000
Number of returns with salaries and wages 1,130
Salaries and wages amount $81,332
Number of returns with taxable interest 520
Taxable interest amount $514
Number of returns with ordinary dividends 330
Ordinary dividends amount $845,000
Number of returns with qualified dividends 300
Qualified dividends amount [3] $629
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $477
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $1,827,000
Number of returns with net capital gain (less loss) 240
Net capital gain (less loss) amount $1,095,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,788,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $12,975,000
Number of farm returns 40
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $580,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $4,923,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,129,000
Number of returns with total statutory adjustments 380
Total statutory adjustments amount $908,000
Number of returns with educator expenses 60
Educator expenses amount $15,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $144,000
Number of returns with IRA payments 40
IRA payments amount $179,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $181,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $362,000
Number of returns with itemized deductions 790
Total itemized deductions amount $13,913,000
Amount of AGI for itemized returns $68,848,000
Number of returns with State and local income taxes 740
State and local income taxes amount $4,297,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $59,000
Number of returns with real estate taxes 740
Real estate taxes amount $1,337,000
Number of returns with taxes paid 790
Taxes paid amount $5,996,000
Number of returns with mortgage interest paid 670
Mortgage interest paid amount $3,678,000
Number of returns with contributions 700
Contributions amount $2,176,000
Number of returns with taxable income 1,250
Taxable income amount $76,540,000
Number of returns with income tax before credits 1,250
Income tax before credits amount $11,057,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 550
Total tax credits amount $835,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $53,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $202,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 360
Child tax credit amount $546,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $25,000
Number of returns with self-employment tax 130
Self-employment tax amount $326,000
Number of returns with total tax payments 1,250
Total tax payments amount $13,051,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 120
Refundable education credit amount $108,000
Number of returns with income tax 1,250
Income tax amount [7] $10,221,000
Number of returns with tax liability 1,250
Total tax liability amount [8] $10,675,000
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 290
Tax due at time of filing amount [9] $695,000
Number of returns with overpayments refunded 940
Overpayments refunded amount [10] $2,979,000

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

Number of returns [1] 1,200
Number of single returns 100
Number of joint returns 1,070
Number of head of household returns 40
Number of returns with paid preparer's signature 690
Number of exemptions 3,370
Number of dependents 1,100
Adjust gross income (AGI) [2] $156,317,000
Number of returns with total income 1,200
Salaries and wages amount $157,471,000
Number of returns with salaries and wages 1,120
Salaries and wages amount $119,222
Number of returns with taxable interest 600
Taxable interest amount $789
Number of returns with ordinary dividends 420
Ordinary dividends amount $1,380,000
Number of returns with qualified dividends 390
Qualified dividends amount [3] $1,103
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $713
Number of returns with business or professional net income (less loss) 170
Business or professional net income (less loss) amount $2,854,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $2,297,000
Number of returns with taxable individual retirement arrangements distributions 190
Taxable individual retirement arrangements distributions amount $4,881,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $17,321,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $409,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $4,660,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $3,235,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $1,154,000
Number of returns with educator expenses 110
Educator expenses amount $29,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $657,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $199,000
Number of returns with IRA payments 30
IRA payments amount $152,000
Number of returns with student loan interest deduction 150
Student loan interest deduction amount $147,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $121,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,030
Total itemized deductions amount $23,342,000
Amount of AGI for itemized returns $135,963,000
Number of returns with State and local income taxes 1,000
State and local income taxes amount $8,639,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $38,000
Number of returns with real estate taxes 1,000
Real estate taxes amount $2,328,000
Number of returns with taxes paid 1,030
Taxes paid amount $11,532,000
Number of returns with mortgage interest paid 890
Mortgage interest paid amount $5,783,000
Number of returns with contributions 960
Contributions amount $3,702,000
Number of returns with taxable income 1,200
Taxable income amount $117,973,000
Number of returns with income tax before credits 1,200
Income tax before credits amount $20,058,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $37,000
Number of returns with total tax credits 560
Total tax credits amount $768,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $216,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 290
Child tax credit amount $402,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $23,000
Number of returns with self-employment tax 140
Self-employment tax amount $491,000
Number of returns with total tax payments 1,200
Total tax payments amount $21,312,000
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 140
Refundable education credit amount $132,000
Number of returns with income tax 1,200
Income tax amount [7] $19,290,000
Number of returns with tax liability 1,200
Total tax liability amount [8] $19,994,000
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 410
Tax due at time of filing amount [9] $1,588,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [10] $2,783,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 150
Number of single returns 0
Number of joint returns 130
Number of head of household returns 0
Number of returns with paid preparer's signature 120
Number of exemptions 440
Number of dependents 150
Adjust gross income (AGI) [2] $53,228,000
Number of returns with total income 150
Salaries and wages amount $54,717,000
Number of returns with salaries and wages 140
Salaries and wages amount $24,650
Number of returns with taxable interest 120
Taxable interest amount $166
Number of returns with ordinary dividends 90
Ordinary dividends amount $1,433,000
Number of returns with qualified dividends 90
Qualified dividends amount [3] $544
Number of returns with state and local income tax refunds 70
State and local income tax refunds amount $189
Number of returns with business or professional net income (less loss) 30
Business or professional net income (less loss) amount $2,586,000
Number of returns with net capital gain (less loss) 80
Net capital gain (less loss) amount $3,802,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 40
Taxable pensions and annuities amount $1,664,000
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 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $15,016,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $1,488,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $251,000
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 140
Total itemized deductions amount $6,588,000
Amount of AGI for itemized returns $49,582,000
Number of returns with State and local income taxes 140
State and local income taxes amount $3,100,000
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 140
Real estate taxes amount $540,000
Number of returns with taxes paid 140
Taxes paid amount $3,739,000
Number of returns with mortgage interest paid 110
Mortgage interest paid amount $877,000
Number of returns with contributions 140
Contributions amount $1,576,000
Number of returns with taxable income 150
Taxable income amount $45,282,000
Number of returns with income tax before credits 150
Income tax before credits amount $11,367,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $380,000
Number of returns with total tax credits 60
Total tax credits amount $127,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $454,000
Number of returns with total tax payments 150
Total tax payments amount $9,935,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 150
Income tax amount [7] $11,175,000
Number of returns with tax liability 150
Total tax liability amount [8] $11,894,000
Number of returns with Additional Medicare tax 50
Additional Medicare tax $43,000
Number of returns with net investment income tax 60
Net investment income tax $43,000
Number of returns with tax due at time of filing 80
Tax due at time of filing amount [9] $2,598,000
Number of returns with overpayments refunded 40
Overpayments refunded amount [10] $263,000

[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.