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ZIP Code Database - Facts & Stats

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ZIP Code 40515 Income Tax Stats

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

ZIP Code 40515 Data

Zip Code:40515
City:Lexington
State:KY [Kentucky]
Counties: FAYETTE, KY
City Alias(es):Lexington
Area Code:859
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





40515 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40515 [1] 16,670
Total Number of Single Tax Returns for ZIP Code 40515 6,090
Total Number of Joint Tax Returns for ZIP Code 40515 6,820
Total Number of Dependents for ZIP Code 40515 10,040
Total Adjusted Gross Income for ZIP Code 40515 $1,192,299,000
Average Income per Person for ZIP Code 40515 $35,490
Average Income per Household for ZIP Code 40515 $71,524

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] 5,540
Number of single returns 4,240
Number of joint returns 520
Number of head of household returns 670
Number of returns with paid preparer's signature 2,490
Number of exemptions 6,380
Number of dependents 1,690
Adjust gross income (AGI) [2] $67,702,000
Number of returns with total income 5,540
Salaries and wages amount $69,277,000
Number of returns with salaries and wages 4,580
Salaries and wages amount $54,533
Number of returns with taxable interest 810
Taxable interest amount $474
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,060,000
Number of returns with qualified dividends 560
Qualified dividends amount [3] $723
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $94
Number of returns with business or professional net income (less loss) 710
Business or professional net income (less loss) amount $4,464,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $710,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $1,492,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $4,830,000
Number of farm returns 30
Number of returns with unemployment compensation 230
Unemployment compensation amount [4] $1,310,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $364,000
Number of returns with partnership/S-corp net income (less loss) 120
Partnership/S-corp net income (less loss) amount $92,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $1,575,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $313,000
Number of returns with IRA payments 30
IRA payments amount $89,000
Number of returns with student loan interest deduction 370
Student loan interest deduction amount $333,000
Number of returns with tuition and fees deduction 90
Tuition and fees deduction amount $262,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $22,000
Number of returns with itemized deductions 430
Total itemized deductions amount $6,105,000
Amount of AGI for itemized returns $6,741,000
Number of returns with State and local income taxes 230
State and local income taxes amount $337,000
Number of returns with State and local general sales tax 150
State and local general sales tax amount $78,000
Number of returns with real estate taxes 310
Real estate taxes amount $582,000
Number of returns with taxes paid 430
Taxes paid amount $1,101,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,435,000
Number of returns with contributions 290
Contributions amount $600,000
Number of returns with taxable income 2,800
Taxable income amount $17,845,000
Number of returns with income tax before credits 2,720
Income tax before credits amount $1,870,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 780
Total tax credits amount $284,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $189,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $35,000
Number of returns with child tax credit 120
Child tax credit amount $38,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 630
Self-employment tax amount $814,000
Number of returns with total tax payments 5,080
Total tax payments amount $9,573,000
Number of returns with earned income credit 1,480
Earned income credit amount [5] $3,288,000
Number of returns with excess earned income credit 1,290
Excess earned income credit (refundable) amount [6] $2,870,000
Number of returns with additional child tax credit 790
Additional child tax credit amount $966,000
Number of returns with refundable education credit 410
Refundable education credit amount $349,000
Number of returns with income tax 2,290
Income tax amount [7] $1,586,000
Number of returns with tax liability 2,810
Total tax liability amount [8] $2,452,000
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 560
Tax due at time of filing amount [9] $421,000
Number of returns with overpayments refunded 4,690
Overpayments refunded amount [10] $7,439,000

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

Number of returns [1] 3,710
Number of single returns 2,120
Number of joint returns 870
Number of head of household returns 580
Number of returns with paid preparer's signature 1,720
Number of exemptions 6,420
Number of dependents 1,840
Adjust gross income (AGI) [2] $135,148,000
Number of returns with total income 3,710
Salaries and wages amount $137,301,000
Number of returns with salaries and wages 3,330
Salaries and wages amount $113,386
Number of returns with taxable interest 760
Taxable interest amount $496
Number of returns with ordinary dividends 480
Ordinary dividends amount $1,177,000
Number of returns with qualified dividends 430
Qualified dividends amount [3] $734
Number of returns with state and local income tax refunds 680
State and local income tax refunds amount $340
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $4,484,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $573,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,224,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $8,951,000
Number of farm returns 20
Number of returns with unemployment compensation 170
Unemployment compensation amount [4] $964,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $2,735,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,536,000
Number of returns with total statutory adjustments 1,110
Total statutory adjustments amount $2,153,000
Number of returns with educator expenses 90
Educator expenses amount $20,000
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 $497,000
Number of returns with IRA payments 70
IRA payments amount $239,000
Number of returns with student loan interest deduction 630
Student loan interest deduction amount $641,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $73,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,050
Total itemized deductions amount $14,043,000
Amount of AGI for itemized returns $40,314,000
Number of returns with State and local income taxes 910
State and local income taxes amount $2,490,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $112,000
Number of returns with real estate taxes 850
Real estate taxes amount $1,453,000
Number of returns with taxes paid 1,050
Taxes paid amount $4,278,000
Number of returns with mortgage interest paid 780
Mortgage interest paid amount $4,037,000
Number of returns with contributions 800
Contributions amount $1,761,000
Number of returns with taxable income 3,600
Taxable income amount $75,142,000
Number of returns with income tax before credits 3,590
Income tax before credits amount $9,340,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,380
Total tax credits amount $1,191,000
Number of returns with foreign tax credit 100
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $96,000
Number of returns with nonrefundable education credit 370
Nonrefundable education credit amount $379,000
Number of returns with retirement savings contribution credit 420
Retirement savings contribution credit amount $68,000
Number of returns with child tax credit 660
Child tax credit amount $608,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $16,000
Number of returns with self-employment tax 370
Self-employment tax amount $857,000
Number of returns with total tax payments 3,630
Total tax payments amount $15,175,000
Number of returns with earned income credit 640
Earned income credit amount [5] $1,168,000
Number of returns with excess earned income credit 500
Excess earned income credit (refundable) amount [6] $946,000
Number of returns with additional child tax credit 490
Additional child tax credit amount $727,000
Number of returns with refundable education credit 220
Refundable education credit amount $190,000
Number of returns with income tax 3,110
Income tax amount [7] $8,149,000
Number of returns with tax liability 3,240
Total tax liability amount [8] $9,096,000
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 540
Tax due at time of filing amount [9] $918,000
Number of returns with overpayments refunded 3,130
Overpayments refunded amount [10] $6,892,000

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

Number of returns [1] 2,370
Number of single returns 910
Number of joint returns 1,150
Number of head of household returns 250
Number of returns with paid preparer's signature 1,260
Number of exemptions 4,950
Number of dependents 1,430
Adjust gross income (AGI) [2] $146,457,000
Number of returns with total income 2,370
Salaries and wages amount $148,493,000
Number of returns with salaries and wages 2,150
Salaries and wages amount $117,374
Number of returns with taxable interest 790
Taxable interest amount $666
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,699,000
Number of returns with qualified dividends 490
Qualified dividends amount [3] $1,178
Number of returns with state and local income tax refunds 960
State and local income tax refunds amount $579
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $3,558,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $1,419,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,978,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $12,090,000
Number of farm returns 30
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $750,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $5,144,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,075,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $2,036,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $178,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $389,000
Number of returns with IRA payments 70
IRA payments amount $364,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $476,000
Number of returns with tuition and fees deduction 30
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 1,290
Total itemized deductions amount $20,994,000
Amount of AGI for itemized returns $80,685,000
Number of returns with State and local income taxes 1,160
State and local income taxes amount $5,224,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $162,000
Number of returns with real estate taxes 1,140
Real estate taxes amount $2,376,000
Number of returns with taxes paid 1,290
Taxes paid amount $8,201,000
Number of returns with mortgage interest paid 1,050
Mortgage interest paid amount $6,047,000
Number of returns with contributions 1,060
Contributions amount $2,838,000
Number of returns with taxable income 2,360
Taxable income amount $95,661,000
Number of returns with income tax before credits 2,350
Income tax before credits amount $13,438,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,030
Total tax credits amount $1,446,000
Number of returns with foreign tax credit 130
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 190
Child and dependent care credit amount $106,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $307,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $15,000
Number of returns with child tax credit 630
Child tax credit amount $942,000
Number of returns with residential energy tax credit 120
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 300
Self-employment tax amount $719,000
Number of returns with total tax payments 2,350
Total tax payments amount $16,822,000
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 110
Additional child tax credit amount $141,000
Number of returns with refundable education credit 160
Refundable education credit amount $149,000
Number of returns with income tax 2,240
Income tax amount [7] $11,992,000
Number of returns with tax liability 2,280
Total tax liability amount [8] $12,832,000
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] $979,000
Number of returns with overpayments refunded 1,800
Overpayments refunded amount [10] $4,876,000

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

Number of returns [1] 1,660
Number of single returns 290
Number of joint returns 1,250
Number of head of household returns 80
Number of returns with paid preparer's signature 890
Number of exemptions 4,290
Number of dependents 1,380
Adjust gross income (AGI) [2] $144,094,000
Number of returns with total income 1,660
Salaries and wages amount $146,106,000
Number of returns with salaries and wages 1,490
Salaries and wages amount $111,738
Number of returns with taxable interest 740
Taxable interest amount $512
Number of returns with ordinary dividends 490
Ordinary dividends amount $1,697,000
Number of returns with qualified dividends 450
Qualified dividends amount [3] $1,230
Number of returns with state and local income tax refunds 940
State and local income tax refunds amount $751
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $3,434,000
Number of returns with net capital gain (less loss) 430
Net capital gain (less loss) amount $2,032,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $4,639,000
Number of returns with taxable pensions and annuities 440
Taxable pensions and annuities amount $12,274,000
Number of farm returns 20
Number of returns with unemployment compensation 60
Unemployment compensation amount [4] $372,000
Number of returns with taxable Social Security benefits 300
Taxable Social Security benefits amount $5,614,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $3,032,000
Number of returns with total statutory adjustments 650
Total statutory adjustments amount $2,013,000
Number of returns with educator expenses 90
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 80
Self-employment health insurance deduction amount $458,000
Number of returns with IRA payments 60
IRA payments amount $330,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $349,000
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 1,230
Total itemized deductions amount $23,964,000
Amount of AGI for itemized returns $107,120,000
Number of returns with State and local income taxes 1,140
State and local income taxes amount $7,099,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $106,000
Number of returns with real estate taxes 1,150
Real estate taxes amount $2,611,000
Number of returns with taxes paid 1,230
Taxes paid amount $10,219,000
Number of returns with mortgage interest paid 1,070
Mortgage interest paid amount $7,001,000
Number of returns with contributions 1,050
Contributions amount $3,654,000
Number of returns with taxable income 1,650
Taxable income amount $98,476,000
Number of returns with income tax before credits 1,640
Income tax before credits amount $14,193,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 870
Total tax credits amount $1,413,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 180
Child and dependent care credit amount $100,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $259,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 580
Child tax credit amount $981,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $21,000
Number of returns with self-employment tax 250
Self-employment tax amount $699,000
Number of returns with total tax payments 1,640
Total tax payments amount $16,466,000
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 20
Additional child tax credit amount $33,000
Number of returns with refundable education credit 130
Refundable education credit amount $128,000
Number of returns with income tax 1,620
Income tax amount [7] $12,780,000
Number of returns with tax liability 1,640
Total tax liability amount [8] $13,625,000
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] $1,233,000
Number of returns with overpayments refunded 1,200
Overpayments refunded amount [10] $3,877,000

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

Number of returns [1] 2,540
Number of single returns 220
Number of joint returns 2,250
Number of head of household returns 60
Number of returns with paid preparer's signature 1,350
Number of exemptions 7,480
Number of dependents 2,700
Adjust gross income (AGI) [2] $344,357,000
Number of returns with total income 2,540
Salaries and wages amount $348,626,000
Number of returns with salaries and wages 2,370
Salaries and wages amount $272,329
Number of returns with taxable interest 1,460
Taxable interest amount $1,481
Number of returns with ordinary dividends 1,100
Ordinary dividends amount $4,678,000
Number of returns with qualified dividends 1,030
Qualified dividends amount [3] $3,586
Number of returns with state and local income tax refunds 1,760
State and local income tax refunds amount $1,726
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $9,615,000
Number of returns with net capital gain (less loss) 940
Net capital gain (less loss) amount $5,496,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $8,676,000
Number of returns with taxable pensions and annuities 640
Taxable pensions and annuities amount $23,706,000
Number of farm returns 50
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $683,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $7,462,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $11,156,000
Number of returns with total statutory adjustments 1,130
Total statutory adjustments amount $4,270,000
Number of returns with educator expenses 210
Educator expenses amount $53,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $378,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $998,000
Number of returns with IRA payments 90
IRA payments amount $464,000
Number of returns with student loan interest deduction 350
Student loan interest deduction amount $326,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $163,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $95,000
Number of returns with itemized deductions 2,320
Total itemized deductions amount $57,155,000
Amount of AGI for itemized returns $317,694,000
Number of returns with State and local income taxes 2,240
State and local income taxes amount $21,579,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $161,000
Number of returns with real estate taxes 2,210
Real estate taxes amount $6,324,000
Number of returns with taxes paid 2,320
Taxes paid amount $29,090,000
Number of returns with mortgage interest paid 2,010
Mortgage interest paid amount $14,213,000
Number of returns with contributions 2,130
Contributions amount $9,398,000
Number of returns with taxable income 2,540
Taxable income amount $255,258,000
Number of returns with income tax before credits 2,540
Income tax before credits amount $43,890,000
Number of returns with alternative minimum tax 90
Alternative minimum tax amount $173,000
Number of returns with total tax credits 1,390
Total tax credits amount $1,891,000
Number of returns with foreign tax credit 340
Foreign tax credit amount $56,000
Number of returns with child and dependent care credit 370
Child and dependent care credit amount $191,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $467,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 670
Child tax credit amount $932,000
Number of returns with residential energy tax credit 160
Residential energy tax credit amount $58,000
Number of returns with self-employment tax 490
Self-employment tax amount $1,654,000
Number of returns with total tax payments 2,530
Total tax payments amount $46,653,000
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 280
Refundable education credit amount $292,000
Number of returns with income tax 2,540
Income tax amount [7] $41,999,000
Number of returns with tax liability 2,540
Total tax liability amount [8] $43,982,000
Number of returns with Additional Medicare tax 20
Additional Medicare tax $5,000
Number of returns with net investment income tax 0
Net investment income tax $5,000
Number of returns with tax due at time of filing 950
Tax due at time of filing amount [9] $4,136,000
Number of returns with overpayments refunded 1,510
Overpayments refunded amount [10] $6,221,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 850
Number of single returns 50
Number of joint returns 780
Number of head of household returns 20
Number of returns with paid preparer's signature 640
Number of exemptions 2,630
Number of dependents 1,000
Adjust gross income (AGI) [2] $354,541,000
Number of returns with total income 850
Salaries and wages amount $361,073,000
Number of returns with salaries and wages 790
Salaries and wages amount $202,553
Number of returns with taxable interest 670
Taxable interest amount $2,836
Number of returns with ordinary dividends 570
Ordinary dividends amount $8,041,000
Number of returns with qualified dividends 560
Qualified dividends amount [3] $6,072
Number of returns with state and local income tax refunds 390
State and local income tax refunds amount $1,292
Number of returns with business or professional net income (less loss) 270
Business or professional net income (less loss) amount $14,997,000
Number of returns with net capital gain (less loss) 540
Net capital gain (less loss) amount $35,528,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $5,205,000
Number of returns with taxable pensions and annuities 190
Taxable pensions and annuities amount $8,720,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,734,000
Number of returns with partnership/S-corp net income (less loss) 350
Partnership/S-corp net income (less loss) amount $74,963,000
Number of returns with total statutory adjustments 390
Total statutory adjustments amount $6,531,000
Number of returns with educator expenses 20
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,923,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,660,000
Number of returns with IRA payments 30
IRA payments amount $249,000
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 30
Domestic production activities deduction amount $515,000
Number of returns with itemized deductions 840
Total itemized deductions amount $44,469,000
Amount of AGI for itemized returns $348,892,000
Number of returns with State and local income taxes 830
State and local income taxes amount $24,264,000
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 800
Real estate taxes amount $4,463,000
Number of returns with taxes paid 840
Taxes paid amount $29,258,000
Number of returns with mortgage interest paid 660
Mortgage interest paid amount $8,007,000
Number of returns with contributions 790
Contributions amount $8,264,000
Number of returns with taxable income 850
Taxable income amount $302,852,000
Number of returns with income tax before credits 850
Income tax before credits amount $82,654,000
Number of returns with alternative minimum tax 570
Alternative minimum tax amount $3,155,000
Number of returns with total tax credits 400
Total tax credits amount $951,000
Number of returns with foreign tax credit 290
Foreign tax credit amount $178,000
Number of returns with child and dependent care credit 60
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $38,000
Number of returns with self-employment tax 260
Self-employment tax amount $2,147,000
Number of returns with total tax payments 840
Total tax payments amount $83,539,000
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 850
Income tax amount [7] $82,133,000
Number of returns with tax liability 850
Total tax liability amount [8] $86,211,000
Number of returns with Additional Medicare tax 410
Additional Medicare tax $678,000
Number of returns with net investment income tax 430
Net investment income tax $678,000
Number of returns with tax due at time of filing 440
Tax due at time of filing amount [9] $11,303,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [10] $4,090,000

[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.