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ZIP Code Database - Facts & Stats

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ZIP Code 40223 Income Tax Stats

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

ZIP Code 40223 Data

Zip Code:40223
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]





40223 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40223 [1] 11,800
Total Number of Single Tax Returns for ZIP Code 40223 4,150
Total Number of Joint Tax Returns for ZIP Code 40223 4,870
Total Number of Dependents for ZIP Code 40223 6,640
Total Adjusted Gross Income for ZIP Code 40223 $1,130,373,000
Average Income per Person for ZIP Code 40223 $51,355
Average Income per Household for ZIP Code 40223 $95,794

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] 3,630
Number of single returns 2,920
Number of joint returns 310
Number of head of household returns 360
Number of returns with paid preparer's signature 1,600
Number of exemptions 3,820
Number of dependents 960
Adjust gross income (AGI) [2] $41,067,000
Number of returns with total income 3,630
Salaries and wages amount $42,088,000
Number of returns with salaries and wages 2,810
Salaries and wages amount $30,130
Number of returns with taxable interest 660
Taxable interest amount $500
Number of returns with ordinary dividends 630
Ordinary dividends amount $1,274,000
Number of returns with qualified dividends 590
Qualified dividends amount [3] $819
Number of returns with state and local income tax refunds 100
State and local income tax refunds amount $54
Number of returns with business or professional net income (less loss) 480
Business or professional net income (less loss) amount $2,998,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $399,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $1,899,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $4,236,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $664,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $363,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($198,000)
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,021,000
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 80
Self-employment health insurance deduction amount $321,000
Number of returns with IRA payments 20
IRA payments amount $62,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $163,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $188,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 350
Total itemized deductions amount $5,167,000
Amount of AGI for itemized returns $5,023,000
Number of returns with State and local income taxes 160
State and local income taxes amount $250,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $78,000
Number of returns with real estate taxes 280
Real estate taxes amount $621,000
Number of returns with taxes paid 340
Taxes paid amount $1,001,000
Number of returns with mortgage interest paid 200
Mortgage interest paid amount $1,049,000
Number of returns with contributions 270
Contributions amount $557,000
Number of returns with taxable income 1,700
Taxable income amount $10,195,000
Number of returns with income tax before credits 1,600
Income tax before credits amount $1,042,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 440
Total tax credits amount $153,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $11,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $20,000
Number of returns with child tax credit 60
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 400
Self-employment tax amount $498,000
Number of returns with total tax payments 3,240
Total tax payments amount $5,369,000
Number of returns with earned income credit 760
Earned income credit amount [5] $1,575,000
Number of returns with excess earned income credit 650
Excess earned income credit (refundable) amount [6] $1,330,000
Number of returns with additional child tax credit 400
Additional child tax credit amount $522,000
Number of returns with refundable education credit 270
Refundable education credit amount $290,000
Number of returns with income tax 1,370
Income tax amount [7] $889,000
Number of returns with tax liability 1,690
Total tax liability amount [8] $1,403,000
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 350
Tax due at time of filing amount [9] $235,000
Number of returns with overpayments refunded 2,970
Overpayments refunded amount [10] $4,145,000

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

Number of returns [1] 2,370
Number of single returns 1,440
Number of joint returns 510
Number of head of household returns 360
Number of returns with paid preparer's signature 1,090
Number of exemptions 4,010
Number of dependents 1,150
Adjust gross income (AGI) [2] $86,984,000
Number of returns with total income 2,370
Salaries and wages amount $88,218,000
Number of returns with salaries and wages 1,980
Salaries and wages amount $65,670
Number of returns with taxable interest 670
Taxable interest amount $637
Number of returns with ordinary dividends 470
Ordinary dividends amount $1,539,000
Number of returns with qualified dividends 430
Qualified dividends amount [3] $1,044
Number of returns with state and local income tax refunds 420
State and local income tax refunds amount $227
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $2,410,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $698,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $3,261,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $9,006,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $546,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,462,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $292,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $1,235,000
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 70
Self-employment health insurance deduction amount $268,000
Number of returns with IRA payments 40
IRA payments amount $115,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $364,000
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 $16,000
Number of returns with itemized deductions 720
Total itemized deductions amount $10,729,000
Amount of AGI for itemized returns $27,435,000
Number of returns with State and local income taxes 530
State and local income taxes amount $1,352,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $124,000
Number of returns with real estate taxes 600
Real estate taxes amount $1,331,000
Number of returns with taxes paid 720
Taxes paid amount $2,956,000
Number of returns with mortgage interest paid 510
Mortgage interest paid amount $2,666,000
Number of returns with contributions 580
Contributions amount $1,367,000
Number of returns with taxable income 2,290
Taxable income amount $48,365,000
Number of returns with income tax before credits 2,270
Income tax before credits amount $5,957,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 830
Total tax credits amount $650,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 240
Retirement savings contribution credit amount $39,000
Number of returns with child tax credit 390
Child tax credit amount $335,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 220
Self-employment tax amount $467,000
Number of returns with total tax payments 2,300
Total tax payments amount $9,395,000
Number of returns with earned income credit 290
Earned income credit amount [5] $497,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [6] $388,000
Number of returns with additional child tax credit 300
Additional child tax credit amount $544,000
Number of returns with refundable education credit 110
Refundable education credit amount $94,000
Number of returns with income tax 1,970
Income tax amount [7] $5,307,000
Number of returns with tax liability 2,050
Total tax liability amount [8] $5,821,000
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] $536,000
Number of returns with overpayments refunded 1,890
Overpayments refunded amount [10] $4,052,000

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

Number of returns [1] 1,730
Number of single returns 770
Number of joint returns 760
Number of head of household returns 140
Number of returns with paid preparer's signature 910
Number of exemptions 3,290
Number of dependents 810
Adjust gross income (AGI) [2] $106,472,000
Number of returns with total income 1,730
Salaries and wages amount $107,835,000
Number of returns with salaries and wages 1,430
Salaries and wages amount $74,280
Number of returns with taxable interest 690
Taxable interest amount $801
Number of returns with ordinary dividends 520
Ordinary dividends amount $2,370,000
Number of returns with qualified dividends 490
Qualified dividends amount [3] $1,736
Number of returns with state and local income tax refunds 570
State and local income tax refunds amount $377
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,196,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $1,171,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,304,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $13,360,000
Number of farm returns 0
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $463,000
Number of returns with taxable Social Security benefits 450
Taxable Social Security benefits amount $6,871,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $943,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $1,364,000
Number of returns with educator expenses 80
Educator expenses amount $19,000
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 $283,000
Number of returns with IRA payments 50
IRA payments amount $254,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $243,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 870
Total itemized deductions amount $14,089,000
Amount of AGI for itemized returns $53,665,000
Number of returns with State and local income taxes 730
State and local income taxes amount $2,933,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $111,000
Number of returns with real estate taxes 730
Real estate taxes amount $1,733,000
Number of returns with taxes paid 860
Taxes paid amount $4,984,000
Number of returns with mortgage interest paid 610
Mortgage interest paid amount $3,396,000
Number of returns with contributions 720
Contributions amount $2,127,000
Number of returns with taxable income 1,720
Taxable income amount $71,264,000
Number of returns with income tax before credits 1,710
Income tax before credits amount $10,110,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $784,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $187,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 350
Child tax credit amount $497,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 200
Self-employment tax amount $524,000
Number of returns with total tax payments 1,700
Total tax payments amount $12,156,000
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 50
Additional child tax credit amount $87,000
Number of returns with refundable education credit 90
Refundable education credit amount $93,000
Number of returns with income tax 1,660
Income tax amount [7] $9,326,000
Number of returns with tax liability 1,680
Total tax liability amount [8] $9,902,000
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 460
Tax due at time of filing amount [9] $933,000
Number of returns with overpayments refunded 1,210
Overpayments refunded amount [10] $2,998,000

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

Number of returns [1] 1,160
Number of single returns 280
Number of joint returns 780
Number of head of household returns 80
Number of returns with paid preparer's signature 640
Number of exemptions 2,690
Number of dependents 750
Adjust gross income (AGI) [2] $100,677,000
Number of returns with total income 1,160
Salaries and wages amount $101,963,000
Number of returns with salaries and wages 970
Salaries and wages amount $68,809
Number of returns with taxable interest 580
Taxable interest amount $560
Number of returns with ordinary dividends 440
Ordinary dividends amount $2,302,000
Number of returns with qualified dividends 410
Qualified dividends amount [3] $1,824
Number of returns with state and local income tax refunds 560
State and local income tax refunds amount $416
Number of returns with business or professional net income (less loss) 200
Business or professional net income (less loss) amount $2,415,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $1,707,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $4,781,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $12,278,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $289,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $6,457,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,397,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $1,286,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
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 $254,000
Number of returns with IRA payments 40
IRA payments amount $282,000
Number of returns with student loan interest deduction 140
Student loan interest deduction amount $166,000
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 790
Total itemized deductions amount $16,005,000
Amount of AGI for itemized returns $69,248,000
Number of returns with State and local income taxes 690
State and local income taxes amount $4,590,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $95,000
Number of returns with real estate taxes 700
Real estate taxes amount $1,911,000
Number of returns with taxes paid 790
Taxes paid amount $6,884,000
Number of returns with mortgage interest paid 600
Mortgage interest paid amount $3,974,000
Number of returns with contributions 700
Contributions amount $2,421,000
Number of returns with taxable income 1,150
Taxable income amount $70,606,000
Number of returns with income tax before credits 1,150
Income tax before credits amount $10,440,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 540
Total tax credits amount $750,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $49,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $137,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 310
Child tax credit amount $507,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 160
Self-employment tax amount $479,000
Number of returns with total tax payments 1,150
Total tax payments amount $12,232,000
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 $69,000
Number of returns with income tax 1,140
Income tax amount [7] $9,689,000
Number of returns with tax liability 1,150
Total tax liability amount [8] $10,245,000
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 310
Tax due at time of filing amount [9] $792,000
Number of returns with overpayments refunded 790
Overpayments refunded amount [10] $2,631,000

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

Number of returns [1] 2,030
Number of single returns 230
Number of joint returns 1,720
Number of head of household returns 60
Number of returns with paid preparer's signature 1,170
Number of exemptions 5,700
Number of dependents 1,950
Adjust gross income (AGI) [2] $278,710,000
Number of returns with total income 2,030
Salaries and wages amount $282,642,000
Number of returns with salaries and wages 1,800
Salaries and wages amount $199,315
Number of returns with taxable interest 1,300
Taxable interest amount $2,092
Number of returns with ordinary dividends 1,090
Ordinary dividends amount $7,803,000
Number of returns with qualified dividends 1,040
Qualified dividends amount [3] $6,206
Number of returns with state and local income tax refunds 1,300
State and local income tax refunds amount $1,375
Number of returns with business or professional net income (less loss) 430
Business or professional net income (less loss) amount $9,745,000
Number of returns with net capital gain (less loss) 930
Net capital gain (less loss) amount $6,988,000
Number of returns with taxable individual retirement arrangements distributions 420
Taxable individual retirement arrangements distributions amount $11,723,000
Number of returns with taxable pensions and annuities 610
Taxable pensions and annuities amount $21,449,000
Number of farm returns 50
Number of returns with unemployment compensation 80
Unemployment compensation amount [4] $529,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $10,324,000
Number of returns with partnership/S-corp net income (less loss) 390
Partnership/S-corp net income (less loss) amount $9,713,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $3,933,000
Number of returns with educator expenses 140
Educator expenses amount $35,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $799,000
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $989,000
Number of returns with IRA payments 80
IRA payments amount $438,000
Number of returns with student loan interest deduction 200
Student loan interest deduction amount $199,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $166,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $57,000
Number of returns with itemized deductions 1,790
Total itemized deductions amount $47,871,000
Amount of AGI for itemized returns $250,206,000
Number of returns with State and local income taxes 1,710
State and local income taxes amount $16,560,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $117,000
Number of returns with real estate taxes 1,730
Real estate taxes amount $6,216,000
Number of returns with taxes paid 1,790
Taxes paid amount $23,734,000
Number of returns with mortgage interest paid 1,470
Mortgage interest paid amount $11,027,000
Number of returns with contributions 1,700
Contributions amount $8,681,000
Number of returns with taxable income 2,020
Taxable income amount $206,693,000
Number of returns with income tax before credits 2,020
Income tax before credits amount $35,488,000
Number of returns with alternative minimum tax 80
Alternative minimum tax amount $165,000
Number of returns with total tax credits 1,080
Total tax credits amount $1,256,000
Number of returns with foreign tax credit 400
Foreign tax credit amount $64,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $115,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $332,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 420
Child tax credit amount $553,000
Number of returns with residential energy tax credit 140
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,544,000
Number of returns with total tax payments 2,010
Total tax payments amount $39,292,000
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 200
Refundable education credit amount $210,000
Number of returns with income tax 2,020
Income tax amount [7] $34,233,000
Number of returns with tax liability 2,020
Total tax liability amount [8] $36,025,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 720
Tax due at time of filing amount [9] $3,106,000
Number of returns with overpayments refunded 1,160
Overpayments refunded amount [10] $5,332,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 880
Number of single returns 70
Number of joint returns 790
Number of head of household returns 20
Number of returns with paid preparer's signature 680
Number of exemptions 2,700
Number of dependents 1,020
Adjust gross income (AGI) [2] $516,463,000
Number of returns with total income 880
Salaries and wages amount $526,132,000
Number of returns with salaries and wages 780
Salaries and wages amount $248,936
Number of returns with taxable interest 750
Taxable interest amount $7,993
Number of returns with ordinary dividends 660
Ordinary dividends amount $17,167,000
Number of returns with qualified dividends 640
Qualified dividends amount [3] $12,378
Number of returns with state and local income tax refunds 410
State and local income tax refunds amount $2,075
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $19,639,000
Number of returns with net capital gain (less loss) 640
Net capital gain (less loss) amount $62,770,000
Number of returns with taxable individual retirement arrangements distributions 170
Taxable individual retirement arrangements distributions amount $6,664,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $8,475,000
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 160
Taxable Social Security benefits amount $4,195,000
Number of returns with partnership/S-corp net income (less loss) 420
Partnership/S-corp net income (less loss) amount $97,291,000
Number of returns with total statutory adjustments 410
Total statutory adjustments amount $9,670,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,928,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,619,000
Number of returns with IRA payments 30
IRA payments amount $235,000
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 60
Domestic production activities deduction amount $1,065,000
Number of returns with itemized deductions 870
Total itemized deductions amount $73,833,000
Amount of AGI for itemized returns $508,300,000
Number of returns with State and local income taxes 860
State and local income taxes amount $34,765,000
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 840
Real estate taxes amount $7,842,000
Number of returns with taxes paid 870
Taxes paid amount $43,284,000
Number of returns with mortgage interest paid 640
Mortgage interest paid amount $7,637,000
Number of returns with contributions 840
Contributions amount $13,229,000
Number of returns with taxable income 880
Taxable income amount $436,276,000
Number of returns with income tax before credits 880
Income tax before credits amount $122,520,000
Number of returns with alternative minimum tax 590
Alternative minimum tax amount $4,596,000
Number of returns with total tax credits 480
Total tax credits amount $1,713,000
Number of returns with foreign tax credit 350
Foreign tax credit amount $354,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $37,000
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 50
Residential energy tax credit amount $81,000
Number of returns with self-employment tax 270
Self-employment tax amount $2,718,000
Number of returns with total tax payments 880
Total tax payments amount $131,613,000
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 880
Income tax amount [7] $123,246,000
Number of returns with tax liability 880
Total tax liability amount [8] $129,283,000
Number of returns with Additional Medicare tax 430
Additional Medicare tax $1,177,000
Number of returns with net investment income tax 520
Net investment income tax $1,177,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [9] $11,125,000
Number of returns with overpayments refunded 290
Overpayments refunded amount [10] $7,081,000

[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.