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ZIP Code Database - Facts & Stats

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ZIP Code 40517 Income Tax Stats

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

ZIP Code 40517 Data

Zip Code:40517
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]





40517 Income Tax Overview

Total Number of Tax Returns for ZIP Code 40517 [1] 16,990
Total Number of Single Tax Returns for ZIP Code 40517 4,150
Total Number of Joint Tax Returns for ZIP Code 40517 4,210
Total Number of Dependents for ZIP Code 40517 9,740
Total Adjusted Gross Income for ZIP Code 40517 $622,164,000
Average Income per Person for ZIP Code 40517 $17,662
Average Income per Household for ZIP Code 40517 $36,619

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] 7,900
Number of single returns 5,200
Number of joint returns 680
Number of head of household returns 1,860
Number of returns with paid preparer's signature 3,600
Number of exemptions 11,900
Number of dependents 4,110
Adjust gross income (AGI) [2] $103,452,000
Number of returns with total income 7,900
Salaries and wages amount $105,361,000
Number of returns with salaries and wages 6,900
Salaries and wages amount $87,865
Number of returns with taxable interest 670
Taxable interest amount $226
Number of returns with ordinary dividends 370
Ordinary dividends amount $524,000
Number of returns with qualified dividends 340
Qualified dividends amount [3] $322
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $80
Number of returns with business or professional net income (less loss) 910
Business or professional net income (less loss) amount $6,240,000
Number of returns with net capital gain (less loss) 310
Net capital gain (less loss) amount $108,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,481,000
Number of returns with taxable pensions and annuities 690
Taxable pensions and annuities amount $5,835,000
Number of farm returns 20
Number of returns with unemployment compensation 420
Unemployment compensation amount [4] $2,379,000
Number of returns with taxable Social Security benefits 220
Taxable Social Security benefits amount $347,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $275,000
Number of returns with total statutory adjustments 1,520
Total statutory adjustments amount $1,909,000
Number of returns with educator expenses 50
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 90
Self-employment health insurance deduction amount $278,000
Number of returns with IRA payments 30
IRA payments amount $62,000
Number of returns with student loan interest deduction 540
Student loan interest deduction amount $455,000
Number of returns with tuition and fees deduction 130
Tuition and fees deduction amount $436,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 400
Total itemized deductions amount $4,804,000
Amount of AGI for itemized returns $6,504,000
Number of returns with State and local income taxes 250
State and local income taxes amount $323,000
Number of returns with State and local general sales tax 110
State and local general sales tax amount $64,000
Number of returns with real estate taxes 270
Real estate taxes amount $372,000
Number of returns with taxes paid 390
Taxes paid amount $884,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,143,000
Number of returns with contributions 250
Contributions amount $518,000
Number of returns with taxable income 3,790
Taxable income amount $24,008,000
Number of returns with income tax before credits 3,760
Income tax before credits amount $2,536,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,200
Total tax credits amount $446,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $263,000
Number of returns with retirement savings contribution credit 370
Retirement savings contribution credit amount $46,000
Number of returns with child tax credit 280
Child tax credit amount $93,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 820
Self-employment tax amount $1,023,000
Number of returns with total tax payments 7,570
Total tax payments amount $17,658,000
Number of returns with earned income credit 3,130
Earned income credit amount [5] $7,562,000
Number of returns with excess earned income credit 2,850
Excess earned income credit (refundable) amount [6] $6,891,000
Number of returns with additional child tax credit 1,990
Additional child tax credit amount $2,373,000
Number of returns with refundable education credit 740
Refundable education credit amount $627,000
Number of returns with income tax 3,000
Income tax amount [7] $2,090,000
Number of returns with tax liability 3,730
Total tax liability amount [8] $3,163,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 510
Tax due at time of filing amount [9] $368,000
Number of returns with overpayments refunded 7,150
Overpayments refunded amount [10] $14,863,000

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

Number of returns [1] 5,130
Number of single returns 2,920
Number of joint returns 1,070
Number of head of household returns 970
Number of returns with paid preparer's signature 2,360
Number of exemptions 9,340
Number of dependents 3,150
Adjust gross income (AGI) [2] $182,093,000
Number of returns with total income 5,130
Salaries and wages amount $184,039,000
Number of returns with salaries and wages 4,760
Salaries and wages amount $161,082
Number of returns with taxable interest 700
Taxable interest amount $367
Number of returns with ordinary dividends 430
Ordinary dividends amount $736,000
Number of returns with qualified dividends 400
Qualified dividends amount [3] $518
Number of returns with state and local income tax refunds 780
State and local income tax refunds amount $344
Number of returns with business or professional net income (less loss) 450
Business or professional net income (less loss) amount $3,595,000
Number of returns with net capital gain (less loss) 360
Net capital gain (less loss) amount $478,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $2,189,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $10,488,000
Number of farm returns 0
Number of returns with unemployment compensation 230
Unemployment compensation amount [4] $1,277,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $2,819,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $604,000
Number of returns with total statutory adjustments 1,320
Total statutory adjustments amount $1,946,000
Number of returns with educator expenses 110
Educator expenses amount $27,000
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 $225,000
Number of returns with IRA payments 60
IRA payments amount $179,000
Number of returns with student loan interest deduction 840
Student loan interest deduction amount $871,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,120
Total itemized deductions amount $13,495,000
Amount of AGI for itemized returns $42,390,000
Number of returns with State and local income taxes 970
State and local income taxes amount $2,722,000
Number of returns with State and local general sales tax 130
State and local general sales tax amount $153,000
Number of returns with real estate taxes 890
Real estate taxes amount $1,195,000
Number of returns with taxes paid 1,110
Taxes paid amount $4,347,000
Number of returns with mortgage interest paid 870
Mortgage interest paid amount $4,103,000
Number of returns with contributions 770
Contributions amount $1,387,000
Number of returns with taxable income 4,970
Taxable income amount $100,362,000
Number of returns with income tax before credits 4,950
Income tax before credits amount $12,529,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,990
Total tax credits amount $1,725,000
Number of returns with foreign tax credit 70
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $145,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $512,000
Number of returns with retirement savings contribution credit 580
Retirement savings contribution credit amount $82,000
Number of returns with child tax credit 1,060
Child tax credit amount $951,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $19,000
Number of returns with self-employment tax 340
Self-employment tax amount $650,000
Number of returns with total tax payments 5,060
Total tax payments amount $21,423,000
Number of returns with earned income credit 1,030
Earned income credit amount [5] $2,021,000
Number of returns with excess earned income credit 870
Excess earned income credit (refundable) amount [6] $1,753,000
Number of returns with additional child tax credit 860
Additional child tax credit amount $1,420,000
Number of returns with refundable education credit 300
Refundable education credit amount $263,000
Number of returns with income tax 4,160
Income tax amount [7] $10,804,000
Number of returns with tax liability 4,310
Total tax liability amount [8] $11,585,000
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 580
Tax due at time of filing amount [9] $748,000
Number of returns with overpayments refunded 4,500
Overpayments refunded amount [10] $10,536,000

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

Number of returns [1] 2,180
Number of single returns 890
Number of joint returns 1,070
Number of head of household returns 200
Number of returns with paid preparer's signature 1,090
Number of exemptions 4,570
Number of dependents 1,320
Adjust gross income (AGI) [2] $132,282,000
Number of returns with total income 2,180
Salaries and wages amount $133,669,000
Number of returns with salaries and wages 1,990
Salaries and wages amount $108,564
Number of returns with taxable interest 610
Taxable interest amount $340
Number of returns with ordinary dividends 360
Ordinary dividends amount $871,000
Number of returns with qualified dividends 330
Qualified dividends amount [3] $557
Number of returns with state and local income tax refunds 760
State and local income tax refunds amount $422
Number of returns with business or professional net income (less loss) 250
Business or professional net income (less loss) amount $2,162,000
Number of returns with net capital gain (less loss) 290
Net capital gain (less loss) amount $901,000
Number of returns with taxable individual retirement arrangements distributions 200
Taxable individual retirement arrangements distributions amount $2,705,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $10,782,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $743,000
Number of returns with taxable Social Security benefits 330
Taxable Social Security benefits amount $4,487,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,226,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $1,388,000
Number of returns with educator expenses 100
Educator expenses amount $23,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 50
Self-employment health insurance deduction amount $212,000
Number of returns with IRA payments 60
IRA payments amount $198,000
Number of returns with student loan interest deduction 470
Student loan interest deduction amount $495,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $59,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 970
Total itemized deductions amount $14,022,000
Amount of AGI for itemized returns $59,734,000
Number of returns with State and local income taxes 880
State and local income taxes amount $3,992,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $92,000
Number of returns with real estate taxes 830
Real estate taxes amount $1,213,000
Number of returns with taxes paid 970
Taxes paid amount $5,538,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $3,929,000
Number of returns with contributions 760
Contributions amount $1,954,000
Number of returns with taxable income 2,180
Taxable income amount $88,108,000
Number of returns with income tax before credits 2,180
Income tax before credits amount $12,460,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 910
Total tax credits amount $1,282,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $83,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $283,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 560
Child tax credit amount $837,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $30,000
Number of returns with self-employment tax 220
Self-employment tax amount $459,000
Number of returns with total tax payments 2,170
Total tax payments amount $15,220,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 90
Additional child tax credit amount $139,000
Number of returns with refundable education credit 140
Refundable education credit amount $131,000
Number of returns with income tax 2,090
Income tax amount [7] $11,178,000
Number of returns with tax liability 2,110
Total tax liability amount [8] $11,759,000
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 470
Tax due at time of filing amount [9] $838,000
Number of returns with overpayments refunded 1,680
Overpayments refunded amount [10] $4,231,000

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

Number of returns [1] 940
Number of single returns 180
Number of joint returns 720
Number of head of household returns 30
Number of returns with paid preparer's signature 500
Number of exemptions 2,290
Number of dependents 630
Adjust gross income (AGI) [2] $80,658,000
Number of returns with total income 940
Salaries and wages amount $81,354,000
Number of returns with salaries and wages 860
Salaries and wages amount $63,749
Number of returns with taxable interest 350
Taxable interest amount $235
Number of returns with ordinary dividends 220
Ordinary dividends amount $766,000
Number of returns with qualified dividends 200
Qualified dividends amount [3] $516
Number of returns with state and local income tax refunds 490
State and local income tax refunds amount $303
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $1,410,000
Number of returns with net capital gain (less loss) 170
Net capital gain (less loss) amount $458,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $2,018,000
Number of returns with taxable pensions and annuities 280
Taxable pensions and annuities amount $7,685,000
Number of farm returns 20
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $224,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $3,471,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $805,000
Number of returns with total statutory adjustments 330
Total statutory adjustments amount $696,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $462,000
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $129,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $215,000
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 590
Total itemized deductions amount $9,978,000
Amount of AGI for itemized returns $50,675,000
Number of returns with State and local income taxes 550
State and local income taxes amount $3,383,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $32,000
Number of returns with real estate taxes 530
Real estate taxes amount $863,000
Number of returns with taxes paid 590
Taxes paid amount $4,501,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,523,000
Number of returns with contributions 490
Contributions amount $1,620,000
Number of returns with taxable income 940
Taxable income amount $57,545,000
Number of returns with income tax before credits 940
Income tax before credits amount $8,443,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 420
Total tax credits amount $624,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 90
Child and dependent care credit amount $47,000
Number of returns with nonrefundable education credit 100
Nonrefundable education credit amount $128,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 260
Child tax credit amount $429,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 110
Self-employment tax amount $254,000
Number of returns with total tax payments 940
Total tax payments amount $9,490,000
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 60
Refundable education credit amount $60,000
Number of returns with income tax 940
Income tax amount [7] $7,819,000
Number of returns with tax liability 940
Total tax liability amount [8] $8,218,000
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 260
Tax due at time of filing amount [9] $547,000
Number of returns with overpayments refunded 660
Overpayments refunded amount [10] $1,843,000

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

Number of returns [1] 760
Number of single returns 140
Number of joint returns 610
Number of head of household returns 20
Number of returns with paid preparer's signature 430
Number of exemptions 1,860
Number of dependents 490
Adjust gross income (AGI) [2] $96,313,000
Number of returns with total income 760
Salaries and wages amount $97,409,000
Number of returns with salaries and wages 680
Salaries and wages amount $71,396
Number of returns with taxable interest 380
Taxable interest amount $405
Number of returns with ordinary dividends 270
Ordinary dividends amount $1,646,000
Number of returns with qualified dividends 240
Qualified dividends amount [3] $1,288
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $375
Number of returns with business or professional net income (less loss) 140
Business or professional net income (less loss) amount $2,571,000
Number of returns with net capital gain (less loss) 220
Net capital gain (less loss) amount $2,322,000
Number of returns with taxable individual retirement arrangements distributions 120
Taxable individual retirement arrangements distributions amount $2,691,000
Number of returns with taxable pensions and annuities 250
Taxable pensions and annuities amount $9,782,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $163,000
Number of returns with taxable Social Security benefits 170
Taxable Social Security benefits amount $3,616,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $2,251,000
Number of returns with total statutory adjustments 320
Total statutory adjustments amount $1,096,000
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 50
Self-employment health insurance deduction amount $295,000
Number of returns with IRA payments 30
IRA payments amount $168,000
Number of returns with student loan interest deduction 130
Student loan interest deduction amount $131,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $43,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 600
Total itemized deductions amount $12,533,000
Amount of AGI for itemized returns $76,493,000
Number of returns with State and local income taxes 560
State and local income taxes amount $5,042,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $58,000
Number of returns with real estate taxes 540
Real estate taxes amount $977,000
Number of returns with taxes paid 590
Taxes paid amount $6,318,000
Number of returns with mortgage interest paid 480
Mortgage interest paid amount $2,653,000
Number of returns with contributions 510
Contributions amount $2,251,000
Number of returns with taxable income 760
Taxable income amount $74,595,000
Number of returns with income tax before credits 760
Income tax before credits amount $12,844,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 320
Total tax credits amount $400,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $27,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $46,000
Number of returns with nonrefundable education credit 70
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 150
Child tax credit amount $193,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 110
Self-employment tax amount $451,000
Number of returns with total tax payments 760
Total tax payments amount $13,448,000
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 50
Refundable education credit amount $57,000
Number of returns with income tax 760
Income tax amount [7] $12,443,000
Number of returns with tax liability 760
Total tax liability amount [8] $13,052,000
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 320
Tax due at time of filing amount [9] $1,365,000
Number of returns with overpayments refunded 420
Overpayments refunded amount [10] $1,609,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 80
Number of single returns 0
Number of joint returns 60
Number of head of household returns 0
Number of returns with paid preparer's signature 60
Number of exemptions 180
Number of dependents 40
Adjust gross income (AGI) [2] $27,366,000
Number of returns with total income 80
Salaries and wages amount $28,101,000
Number of returns with salaries and wages 70
Salaries and wages amount $12,417
Number of returns with taxable interest 60
Taxable interest amount $328
Number of returns with ordinary dividends 40
Ordinary dividends amount $941,000
Number of returns with qualified dividends 40
Qualified dividends amount [3] $643
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 20
Business or professional net income (less loss) amount $935,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $4,837,000
Number of returns with taxable individual retirement arrangements distributions 20
Taxable individual retirement arrangements distributions amount $678,000
Number of returns with taxable pensions and annuities 30
Taxable pensions and annuities amount $1,374,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 0
Taxable Social Security benefits amount $0
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $4,158,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $735,000
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 0
Self-employment health insurance deduction amount $0
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 80
Total itemized deductions amount $3,172,000
Amount of AGI for itemized returns $26,018,000
Number of returns with State and local income taxes 70
State and local income taxes amount $1,351,000
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 70
Real estate taxes amount $284,000
Number of returns with taxes paid 80
Taxes paid amount $1,691,000
Number of returns with mortgage interest paid 50
Mortgage interest paid amount $463,000
Number of returns with contributions 70
Contributions amount $573,000
Number of returns with taxable income 80
Taxable income amount $23,625,000
Number of returns with income tax before credits 80
Income tax before credits amount $6,070,000
Number of returns with alternative minimum tax 60
Alternative minimum tax amount $324,000
Number of returns with total tax credits 30
Total tax credits amount $101,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $5,000
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 20
Self-employment tax amount $247,000
Number of returns with total tax payments 80
Total tax payments amount $5,150,000
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 80
Income tax amount [7] $5,907,000
Number of returns with tax liability 80
Total tax liability amount [8] $6,345,000
Number of returns with Additional Medicare tax 30
Additional Medicare tax $31,000
Number of returns with net investment income tax 30
Net investment income tax $31,000
Number of returns with tax due at time of filing 50
Tax due at time of filing amount [9] $1,813,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [10] $162,000

[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.