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ZIP Code Database - Facts & Stats

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ZIP Code 40220 Income Tax Stats

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

ZIP Code 40220 Data

Zip Code:40220
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]





40220 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40220 [1] 17,080
Total Number of Single Tax Returns for ZIP Code 40220 5,520
Total Number of Joint Tax Returns for ZIP Code 40220 5,720
Total Number of Dependents for ZIP Code 40220 8,410
Total Adjusted Gross Income for ZIP Code 40220 $867,636,000
Average Income per Person for ZIP Code 40220 $26,205
Average Income per Household for ZIP Code 40220 $50,798

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


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

Number of returns [1] 6,210
Number of single returns 4,670
Number of joint returns 590
Number of head of household returns 870
Number of returns with paid preparer's signature 2,770
Number of exemptions 7,710
Number of dependents 2,070
Adjust gross income (AGI) [2] $76,884,000
Number of returns with total income 6,210
Salaries and wages amount $78,401,000
Number of returns with salaries and wages 4,900
Salaries and wages amount $58,343
Number of returns with taxable interest 1,040
Taxable interest amount $688
Number of returns with ordinary dividends 820
Ordinary dividends amount $1,534,000
Number of returns with qualified dividends 740
Qualified dividends amount [3] $930
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $86
Number of returns with business or professional net income (less loss) 790
Business or professional net income (less loss) amount $4,390,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $215,000
Number of returns with taxable individual retirement arrangements distributions 550
Taxable individual retirement arrangements distributions amount $3,478,000
Number of returns with taxable pensions and annuities 890
Taxable pensions and annuities amount $7,767,000
Number of farm returns 0
Number of returns with unemployment compensation 250
Unemployment compensation amount [4] $1,375,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $582,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $155,000
Number of returns with total statutory adjustments 1,090
Total statutory adjustments amount $1,516,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $140,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $329,000
Number of returns with IRA payments 30
IRA payments amount $96,000
Number of returns with student loan interest deduction 340
Student loan interest deduction amount $307,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $258,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 530
Total itemized deductions amount $7,763,000
Amount of AGI for itemized returns $7,956,000
Number of returns with State and local income taxes 240
State and local income taxes amount $462,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $120,000
Number of returns with real estate taxes 390
Real estate taxes amount $650,000
Number of returns with taxes paid 510
Taxes paid amount $1,777,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $1,241,000
Number of returns with contributions 400
Contributions amount $794,000
Number of returns with taxable income 3,020
Taxable income amount $18,346,000
Number of returns with income tax before credits 2,930
Income tax before credits amount $1,901,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 800
Total tax credits amount $283,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $14,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $162,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 170
Child tax credit amount $63,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $5,000
Number of returns with self-employment tax 640
Self-employment tax amount $768,000
Number of returns with total tax payments 5,670
Total tax payments amount $10,980,000
Number of returns with earned income credit 1,860
Earned income credit amount [5] $3,864,000
Number of returns with excess earned income credit 1,640
Excess earned income credit (refundable) amount [6] $3,499,000
Number of returns with additional child tax credit 1,010
Additional child tax credit amount $1,210,000
Number of returns with refundable education credit 400
Refundable education credit amount $351,000
Number of returns with income tax 2,470
Income tax amount [7] $1,618,000
Number of returns with tax liability 3,040
Total tax liability amount [8] $2,432,000
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 530
Tax due at time of filing amount [9] $370,000
Number of returns with overpayments refunded 5,290
Overpayments refunded amount [10] $8,906,000

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

Number of returns [1] 4,570
Number of single returns 2,650
Number of joint returns 1,000
Number of head of household returns 800
Number of returns with paid preparer's signature 2,160
Number of exemptions 7,800
Number of dependents 2,250
Adjust gross income (AGI) [2] $166,108,000
Number of returns with total income 4,570
Salaries and wages amount $168,220,000
Number of returns with salaries and wages 3,880
Salaries and wages amount $129,827
Number of returns with taxable interest 1,130
Taxable interest amount $919
Number of returns with ordinary dividends 780
Ordinary dividends amount $2,110,000
Number of returns with qualified dividends 710
Qualified dividends amount [3] $1,424
Number of returns with state and local income tax refunds 800
State and local income tax refunds amount $413
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $3,608,000
Number of returns with net capital gain (less loss) 560
Net capital gain (less loss) amount $986,000
Number of returns with taxable individual retirement arrangements distributions 520
Taxable individual retirement arrangements distributions amount $4,744,000
Number of returns with taxable pensions and annuities 990
Taxable pensions and annuities amount $16,659,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [4] $1,355,000
Number of returns with taxable Social Security benefits 880
Taxable Social Security benefits amount $5,663,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $574,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $2,113,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $408,000
Number of returns with IRA payments 90
IRA payments amount $349,000
Number of returns with student loan interest deduction 580
Student loan interest deduction amount $597,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $67,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,240
Total itemized deductions amount $16,616,000
Amount of AGI for itemized returns $47,796,000
Number of returns with State and local income taxes 1,010
State and local income taxes amount $2,671,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $110,000
Number of returns with real estate taxes 990
Real estate taxes amount $1,698,000
Number of returns with taxes paid 1,230
Taxes paid amount $4,788,000
Number of returns with mortgage interest paid 860
Mortgage interest paid amount $4,080,000
Number of returns with contributions 970
Contributions amount $2,136,000
Number of returns with taxable income 4,440
Taxable income amount $92,288,000
Number of returns with income tax before credits 4,400
Income tax before credits amount $11,364,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,690
Total tax credits amount $1,447,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $111,000
Number of returns with nonrefundable education credit 400
Nonrefundable education credit amount $432,000
Number of returns with retirement savings contribution credit 550
Retirement savings contribution credit amount $92,000
Number of returns with child tax credit 830
Child tax credit amount $767,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 350
Self-employment tax amount $707,000
Number of returns with total tax payments 4,480
Total tax payments amount $18,694,000
Number of returns with earned income credit 730
Earned income credit amount [5] $1,265,000
Number of returns with excess earned income credit 590
Excess earned income credit (refundable) amount [6] $1,051,000
Number of returns with additional child tax credit 580
Additional child tax credit amount $899,000
Number of returns with refundable education credit 260
Refundable education credit amount $231,000
Number of returns with income tax 3,820
Income tax amount [7] $9,917,000
Number of returns with tax liability 3,950
Total tax liability amount [8] $10,725,000
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 660
Tax due at time of filing amount [9] $779,000
Number of returns with overpayments refunded 3,820
Overpayments refunded amount [10] $8,641,000

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

Number of returns [1] 2,630
Number of single returns 1,100
Number of joint returns 1,230
Number of head of household returns 260
Number of returns with paid preparer's signature 1,350
Number of exemptions 5,170
Number of dependents 1,310
Adjust gross income (AGI) [2] $161,970,000
Number of returns with total income 2,630
Salaries and wages amount $163,714,000
Number of returns with salaries and wages 2,280
Salaries and wages amount $122,750
Number of returns with taxable interest 960
Taxable interest amount $839
Number of returns with ordinary dividends 680
Ordinary dividends amount $2,091,000
Number of returns with qualified dividends 630
Qualified dividends amount [3] $1,532
Number of returns with state and local income tax refunds 1,030
State and local income tax refunds amount $605
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $2,880,000
Number of returns with net capital gain (less loss) 500
Net capital gain (less loss) amount $1,269,000
Number of returns with taxable individual retirement arrangements distributions 350
Taxable individual retirement arrangements distributions amount $4,111,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $18,001,000
Number of farm returns 40
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $623,000
Number of returns with taxable Social Security benefits 590
Taxable Social Security benefits amount $8,261,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,730,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $1,744,000
Number of returns with educator expenses 120
Educator expenses amount $29,000
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 $326,000
Number of returns with IRA payments 70
IRA payments amount $247,000
Number of returns with student loan interest deduction 420
Student loan interest deduction amount $438,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $90,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,400
Total itemized deductions amount $21,652,000
Amount of AGI for itemized returns $87,142,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $5,345,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $96,000
Number of returns with real estate taxes 1,210
Real estate taxes amount $2,222,000
Number of returns with taxes paid 1,390
Taxes paid amount $7,986,000
Number of returns with mortgage interest paid 1,090
Mortgage interest paid amount $5,773,000
Number of returns with contributions 1,110
Contributions amount $2,917,000
Number of returns with taxable income 2,610
Taxable income amount $107,700,000
Number of returns with income tax before credits 2,610
Income tax before credits amount $15,215,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,060
Total tax credits amount $1,329,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $321,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 570
Child tax credit amount $833,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $34,000
Number of returns with self-employment tax 280
Self-employment tax amount $567,000
Number of returns with total tax payments 2,600
Total tax payments amount $18,775,000
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 80
Additional child tax credit amount $111,000
Number of returns with refundable education credit 160
Refundable education credit amount $151,000
Number of returns with income tax 2,520
Income tax amount [7] $13,886,000
Number of returns with tax liability 2,550
Total tax liability amount [8] $14,587,000
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 610
Tax due at time of filing amount [9] $1,086,000
Number of returns with overpayments refunded 1,950
Overpayments refunded amount [10] $5,118,000

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

Number of returns [1] 1,600
Number of single returns 380
Number of joint returns 1,110
Number of head of household returns 90
Number of returns with paid preparer's signature 830
Number of exemptions 3,720
Number of dependents 1,010
Adjust gross income (AGI) [2] $137,386,000
Number of returns with total income 1,600
Salaries and wages amount $138,754,000
Number of returns with salaries and wages 1,390
Salaries and wages amount $100,256
Number of returns with taxable interest 740
Taxable interest amount $705
Number of returns with ordinary dividends 560
Ordinary dividends amount $1,905,000
Number of returns with qualified dividends 520
Qualified dividends amount [3] $1,430
Number of returns with state and local income tax refunds 800
State and local income tax refunds amount $537
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,842,000
Number of returns with net capital gain (less loss) 420
Net capital gain (less loss) amount $1,682,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,675,000
Number of returns with taxable pensions and annuities 530
Taxable pensions and annuities amount $16,300,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $459,000
Number of returns with taxable Social Security benefits 390
Taxable Social Security benefits amount $6,965,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,584,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $1,368,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $244,000
Number of returns with IRA payments 60
IRA payments amount $250,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $271,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,040
Total itemized deductions amount $18,316,000
Amount of AGI for itemized returns $90,298,000
Number of returns with State and local income taxes 960
State and local income taxes amount $5,562,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $73,000
Number of returns with real estate taxes 960
Real estate taxes amount $1,943,000
Number of returns with taxes paid 1,040
Taxes paid amount $7,908,000
Number of returns with mortgage interest paid 840
Mortgage interest paid amount $4,777,000
Number of returns with contributions 910
Contributions amount $2,726,000
Number of returns with taxable income 1,600
Taxable income amount $98,055,000
Number of returns with income tax before credits 1,590
Income tax before credits amount $14,480,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 720
Total tax credits amount $1,057,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $6,000
Number of returns with child and dependent care credit 160
Child and dependent care credit amount $94,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $240,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 430
Child tax credit amount $678,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $28,000
Number of returns with self-employment tax 210
Self-employment tax amount $541,000
Number of returns with total tax payments 1,590
Total tax payments amount $16,805,000
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 110
Refundable education credit amount $107,000
Number of returns with income tax 1,590
Income tax amount [7] $13,424,000
Number of returns with tax liability 1,590
Total tax liability amount [8] $14,078,000
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 400
Tax due at time of filing amount [9] $956,000
Number of returns with overpayments refunded 1,140
Overpayments refunded amount [10] $3,561,000

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

Number of returns [1] 1,810
Number of single returns 180
Number of joint returns 1,560
Number of head of household returns 60
Number of returns with paid preparer's signature 1,000
Number of exemptions 4,920
Number of dependents 1,550
Adjust gross income (AGI) [2] $234,769,000
Number of returns with total income 1,810
Salaries and wages amount $237,194,000
Number of returns with salaries and wages 1,650
Salaries and wages amount $177,426
Number of returns with taxable interest 1,000
Taxable interest amount $1,221
Number of returns with ordinary dividends 750
Ordinary dividends amount $3,816,000
Number of returns with qualified dividends 700
Qualified dividends amount [3] $2,937
Number of returns with state and local income tax refunds 1,210
State and local income tax refunds amount $951
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $6,423,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $4,532,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $7,260,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $21,383,000
Number of farm returns 0
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $382,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $7,359,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $4,452,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $2,425,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $288,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $483,000
Number of returns with IRA payments 60
IRA payments amount $349,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $280,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $149,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $147,000
Number of returns with itemized deductions 1,530
Total itemized deductions amount $33,496,000
Amount of AGI for itemized returns $201,148,000
Number of returns with State and local income taxes 1,470
State and local income taxes amount $13,003,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $67,000
Number of returns with real estate taxes 1,470
Real estate taxes amount $3,289,000
Number of returns with taxes paid 1,520
Taxes paid amount $16,950,000
Number of returns with mortgage interest paid 1,280
Mortgage interest paid amount $7,176,000
Number of returns with contributions 1,410
Contributions amount $6,087,000
Number of returns with taxable income 1,810
Taxable income amount $178,562,000
Number of returns with income tax before credits 1,800
Income tax before credits amount $30,383,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $48,000
Number of returns with total tax credits 870
Total tax credits amount $1,118,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $33,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $125,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $321,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $519,000
Number of returns with residential energy tax credit 160
Residential energy tax credit amount $43,000
Number of returns with self-employment tax 260
Self-employment tax amount $1,029,000
Number of returns with total tax payments 1,800
Total tax payments amount $32,188,000
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 190
Refundable education credit amount $194,000
Number of returns with income tax 1,800
Income tax amount [7] $29,265,000
Number of returns with tax liability 1,800
Total tax liability amount [8] $30,501,000
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 660
Tax due at time of filing amount [9] $2,635,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [10] $3,916,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 260
Number of single returns 30
Number of joint returns 230
Number of head of household returns 0
Number of returns with paid preparer's signature 190
Number of exemptions 710
Number of dependents 220
Adjust gross income (AGI) [2] $90,519,000
Number of returns with total income 260
Salaries and wages amount $92,503,000
Number of returns with salaries and wages 240
Salaries and wages amount $48,560
Number of returns with taxable interest 210
Taxable interest amount $546
Number of returns with ordinary dividends 180
Ordinary dividends amount $2,037,000
Number of returns with qualified dividends 180
Qualified dividends amount [3] $1,559
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $219
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $6,427,000
Number of returns with net capital gain (less loss) 180
Net capital gain (less loss) amount $7,410,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,383,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $3,200,000
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 40
Taxable Social Security benefits amount $982,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $16,639,000
Number of returns with total statutory adjustments 120
Total statutory adjustments amount $1,984,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $543,000
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $424,000
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 250
Total itemized deductions amount $11,422,000
Amount of AGI for itemized returns $87,031,000
Number of returns with State and local income taxes 250
State and local income taxes amount $5,756,000
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 250
Real estate taxes amount $862,000
Number of returns with taxes paid 250
Taxes paid amount $6,827,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $1,181,000
Number of returns with contributions 250
Contributions amount $2,518,000
Number of returns with taxable income 260
Taxable income amount $76,958,000
Number of returns with income tax before credits 260
Income tax before credits amount $19,598,000
Number of returns with alternative minimum tax 150
Alternative minimum tax amount $735,000
Number of returns with total tax credits 120
Total tax credits amount $94,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $24,000
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 70
Self-employment tax amount $847,000
Number of returns with total tax payments 260
Total tax payments amount $19,239,000
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 260
Income tax amount [7] $19,504,000
Number of returns with tax liability 260
Total tax liability amount [8] $20,750,000
Number of returns with Additional Medicare tax 100
Additional Medicare tax $143,000
Number of returns with net investment income tax 130
Net investment income tax $143,000
Number of returns with tax due at time of filing 140
Tax due at time of filing amount [9] $2,956,000
Number of returns with overpayments refunded 80
Overpayments refunded amount [10] $736,000

[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.