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ZIP Code Database - Facts & Stats

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ZIP Code 48040 Income Tax Stats

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

ZIP Code 48040 Data

Zip Code:48040
City:Marysville
State:MI [Michigan]
Counties: SAINT CLAIR, MI
City Alias(es):Marysville
Area Code:810
Time Zone: Eastern (GMT -05:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





48040 Income Tax Overview

Total Number of Tax Returns for ZIP Code 48040 [1] 5,090
Total Number of Single Tax Returns for ZIP Code 48040 2,120
Total Number of Joint Tax Returns for ZIP Code 48040 2,160
Total Number of Dependents for ZIP Code 48040 2,890
Total Adjusted Gross Income for ZIP Code 48040 $259,934,000
Average Income per Person for ZIP Code 48040 $26,108
Average Income per Household for ZIP Code 48040 $51,068

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] 1,970
Number of single returns 1,500
Number of joint returns 270
Number of head of household returns 190
Number of returns with paid preparer's signature 1,030
Number of exemptions 2,250
Number of dependents 470
Adjust gross income (AGI) [2] $21,816,000
Number of returns with total income 1,970
Salaries and wages amount $22,191,000
Number of returns with salaries and wages 1,370
Salaries and wages amount $14,150
Number of returns with taxable interest 510
Taxable interest amount $260
Number of returns with ordinary dividends 290
Ordinary dividends amount $412,000
Number of returns with qualified dividends 250
Qualified dividends amount [3] $257
Number of returns with state and local income tax refunds 40
State and local income tax refunds amount $20
Number of returns with business or professional net income (less loss) 180
Business or professional net income (less loss) amount $1,047,000
Number of returns with net capital gain (less loss) 230
Net capital gain (less loss) amount $19,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $997,000
Number of returns with taxable pensions and annuities 510
Taxable pensions and annuities amount $4,611,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $529,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $237,000
Number of returns with partnership/S-corp net income (less loss) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 260
Total statutory adjustments amount $375,000
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 40
Self-employment health insurance deduction amount $163,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $92,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $75,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 130
Total itemized deductions amount $1,746,000
Amount of AGI for itemized returns $1,860,000
Number of returns with State and local income taxes 50
State and local income taxes amount $45,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $35,000
Number of returns with real estate taxes 110
Real estate taxes amount $273,000
Number of returns with taxes paid 130
Taxes paid amount $380,000
Number of returns with mortgage interest paid 80
Mortgage interest paid amount $356,000
Number of returns with contributions 100
Contributions amount $145,000
Number of returns with taxable income 820
Taxable income amount $4,673,000
Number of returns with income tax before credits 790
Income tax before credits amount $480,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 200
Total tax credits amount $66,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 60
Nonrefundable education credit amount $34,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $11,000
Number of returns with child tax credit 40
Child tax credit amount $14,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $171,000
Number of returns with total tax payments 1,660
Total tax payments amount $2,893,000
Number of returns with earned income credit 430
Earned income credit amount [5] $971,000
Number of returns with excess earned income credit 380
Excess earned income credit (refundable) amount [6] $863,000
Number of returns with additional child tax credit 220
Additional child tax credit amount $255,000
Number of returns with refundable education credit 100
Refundable education credit amount $88,000
Number of returns with income tax 690
Income tax amount [7] $414,000
Number of returns with tax liability 840
Total tax liability amount [8] $603,000
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 130
Tax due at time of filing amount [9] $61,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [10] $2,342,000

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

Number of returns [1] 1,080
Number of single returns 520
Number of joint returns 370
Number of head of household returns 160
Number of returns with paid preparer's signature 650
Number of exemptions 1,980
Number of dependents 540
Adjust gross income (AGI) [2] $39,535,000
Number of returns with total income 1,080
Salaries and wages amount $40,056,000
Number of returns with salaries and wages 830
Salaries and wages amount $27,108
Number of returns with taxable interest 340
Taxable interest amount $272
Number of returns with ordinary dividends 210
Ordinary dividends amount $418,000
Number of returns with qualified dividends 190
Qualified dividends amount [3] $278
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $44
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $913,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $177,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $1,208,000
Number of returns with taxable pensions and annuities 340
Taxable pensions and annuities amount $7,003,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $407,000
Number of returns with taxable Social Security benefits 310
Taxable Social Security benefits amount $2,146,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $258,000
Number of returns with total statutory adjustments 240
Total statutory adjustments amount $521,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 30
IRA payments amount $130,000
Number of returns with student loan interest deduction 110
Student loan interest deduction amount $102,000
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 250
Total itemized deductions amount $3,306,000
Amount of AGI for itemized returns $9,608,000
Number of returns with State and local income taxes 190
State and local income taxes amount $294,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $51,000
Number of returns with real estate taxes 210
Real estate taxes amount $502,000
Number of returns with taxes paid 250
Taxes paid amount $905,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $804,000
Number of returns with contributions 180
Contributions amount $375,000
Number of returns with taxable income 1,050
Taxable income amount $21,063,000
Number of returns with income tax before credits 1,040
Income tax before credits amount $2,550,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 400
Total tax credits amount $327,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $84,000
Number of returns with retirement savings contribution credit 120
Retirement savings contribution credit amount $22,000
Number of returns with child tax credit 200
Child tax credit amount $191,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $8,000
Number of returns with self-employment tax 80
Self-employment tax amount $182,000
Number of returns with total tax payments 1,060
Total tax payments amount $4,353,000
Number of returns with earned income credit 200
Earned income credit amount [5] $373,000
Number of returns with excess earned income credit 160
Excess earned income credit (refundable) amount [6] $292,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $197,000
Number of returns with refundable education credit 60
Refundable education credit amount $51,000
Number of returns with income tax 910
Income tax amount [7] $2,223,000
Number of returns with tax liability 950
Total tax liability amount [8] $2,421,000
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 140
Tax due at time of filing amount [9] $182,000
Number of returns with overpayments refunded 920
Overpayments refunded amount [10] $2,099,000

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

Number of returns [1] 740
Number of single returns 220
Number of joint returns 430
Number of head of household returns 80
Number of returns with paid preparer's signature 480
Number of exemptions 1,680
Number of dependents 510
Adjust gross income (AGI) [2] $45,922,000
Number of returns with total income 740
Salaries and wages amount $46,305,000
Number of returns with salaries and wages 610
Salaries and wages amount $32,587
Number of returns with taxable interest 290
Taxable interest amount $246
Number of returns with ordinary dividends 150
Ordinary dividends amount $488,000
Number of returns with qualified dividends 140
Qualified dividends amount [3] $276
Number of returns with state and local income tax refunds 200
State and local income tax refunds amount $73
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $667,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $448,000
Number of returns with taxable individual retirement arrangements distributions 130
Taxable individual retirement arrangements distributions amount $1,271,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $6,681,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $306,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $3,237,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $195,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $383,000
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 30
Self-employment health insurance deduction amount $209,000
Number of returns with IRA payments 20
IRA payments amount $103,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $74,000
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 290
Total itemized deductions amount $4,103,000
Amount of AGI for itemized returns $18,022,000
Number of returns with State and local income taxes 250
State and local income taxes amount $640,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $48,000
Number of returns with real estate taxes 270
Real estate taxes amount $708,000
Number of returns with taxes paid 290
Taxes paid amount $1,479,000
Number of returns with mortgage interest paid 230
Mortgage interest paid amount $1,190,000
Number of returns with contributions 240
Contributions amount $457,000
Number of returns with taxable income 740
Taxable income amount $30,366,000
Number of returns with income tax before credits 740
Income tax before credits amount $4,214,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 340
Total tax credits amount $493,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $3,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $105,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $6,000
Number of returns with child tax credit 210
Child tax credit amount $341,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 60
Self-employment tax amount $123,000
Number of returns with total tax payments 730
Total tax payments amount $5,119,000
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 30
Additional child tax credit amount $39,000
Number of returns with refundable education credit 60
Refundable education credit amount $58,000
Number of returns with income tax 710
Income tax amount [7] $3,721,000
Number of returns with tax liability 720
Total tax liability amount [8] $3,878,000
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 160
Tax due at time of filing amount [9] $302,000
Number of returns with overpayments refunded 560
Overpayments refunded amount [10] $1,516,000

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

Number of returns [1] 580
Number of single returns 90
Number of joint returns 440
Number of head of household returns 50
Number of returns with paid preparer's signature 370
Number of exemptions 1,550
Number of dependents 540
Adjust gross income (AGI) [2] $49,633,000
Number of returns with total income 580
Salaries and wages amount $50,010,000
Number of returns with salaries and wages 490
Salaries and wages amount $38,231
Number of returns with taxable interest 240
Taxable interest amount $320
Number of returns with ordinary dividends 160
Ordinary dividends amount $496,000
Number of returns with qualified dividends 140
Qualified dividends amount [3] $330
Number of returns with state and local income tax refunds 210
State and local income tax refunds amount $101
Number of returns with business or professional net income (less loss) 90
Business or professional net income (less loss) amount $479,000
Number of returns with net capital gain (less loss) 140
Net capital gain (less loss) amount $379,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $1,600,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $5,062,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $175,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $2,765,000
Number of returns with partnership/S-corp net income (less loss) 30
Partnership/S-corp net income (less loss) amount $189,000
Number of returns with total statutory adjustments 180
Total statutory adjustments amount $376,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 0
Self-employment health insurance deduction amount $0
Number of returns with IRA payments 40
IRA payments amount $202,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $74,000
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 310
Total itemized deductions amount $5,287,000
Amount of AGI for itemized returns $26,555,000
Number of returns with State and local income taxes 290
State and local income taxes amount $1,041,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $63,000
Number of returns with real estate taxes 290
Real estate taxes amount $818,000
Number of returns with taxes paid 310
Taxes paid amount $1,983,000
Number of returns with mortgage interest paid 260
Mortgage interest paid amount $1,610,000
Number of returns with contributions 270
Contributions amount $739,000
Number of returns with taxable income 580
Taxable income amount $35,109,000
Number of returns with income tax before credits 570
Income tax before credits amount $5,074,000
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 $543,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $37,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $114,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $360,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 60
Self-employment tax amount $103,000
Number of returns with total tax payments 570
Total tax payments amount $5,995,000
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 $62,000
Number of returns with income tax 570
Income tax amount [7] $4,530,000
Number of returns with tax liability 570
Total tax liability amount [8] $4,648,000
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 130
Tax due at time of filing amount [9] $271,000
Number of returns with overpayments refunded 430
Overpayments refunded amount [10] $1,594,000

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

Number of returns [1] 670
Number of single returns 60
Number of joint returns 610
Number of head of household returns 0
Number of returns with paid preparer's signature 390
Number of exemptions 2,050
Number of dependents 770
Adjust gross income (AGI) [2] $86,417,000
Number of returns with total income 670
Salaries and wages amount $87,012,000
Number of returns with salaries and wages 620
Salaries and wages amount $69,848
Number of returns with taxable interest 350
Taxable interest amount $502
Number of returns with ordinary dividends 200
Ordinary dividends amount $707,000
Number of returns with qualified dividends 190
Qualified dividends amount [3] $512
Number of returns with state and local income tax refunds 400
State and local income tax refunds amount $196
Number of returns with business or professional net income (less loss) 100
Business or professional net income (less loss) amount $814,000
Number of returns with net capital gain (less loss) 160
Net capital gain (less loss) amount $516,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,723,000
Number of returns with taxable pensions and annuities 220
Taxable pensions and annuities amount $8,611,000
Number of farm returns 0
Number of returns with unemployment compensation 50
Unemployment compensation amount [4] $224,000
Number of returns with taxable Social Security benefits 120
Taxable Social Security benefits amount $2,727,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $2,444,000
Number of returns with total statutory adjustments 270
Total statutory adjustments amount $783,000
Number of returns with educator expenses 90
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 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 120
Student loan interest deduction amount $105,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $46,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 530
Total itemized deductions amount $10,960,000
Amount of AGI for itemized returns $69,072,000
Number of returns with State and local income taxes 510
State and local income taxes amount $2,703,000
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 520
Real estate taxes amount $1,737,000
Number of returns with taxes paid 530
Taxes paid amount $4,706,000
Number of returns with mortgage interest paid 470
Mortgage interest paid amount $3,119,000
Number of returns with contributions 490
Contributions amount $1,470,000
Number of returns with taxable income 670
Taxable income amount $65,722,000
Number of returns with income tax before credits 670
Income tax before credits amount $11,211,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $621,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $18,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 110
Nonrefundable education credit amount $159,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $308,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 70
Self-employment tax amount $170,000
Number of returns with total tax payments 670
Total tax payments amount $12,070,000
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 100
Refundable education credit amount $96,000
Number of returns with income tax 670
Income tax amount [7] $10,590,000
Number of returns with tax liability 670
Total tax liability amount [8] $10,862,000
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 190
Tax due at time of filing amount [9] $569,000
Number of returns with overpayments refunded 480
Overpayments refunded amount [10] $1,736,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 50
Number of single returns 0
Number of joint returns 40
Number of head of household returns 0
Number of returns with paid preparer's signature 40
Number of exemptions 150
Number of dependents 60
Adjust gross income (AGI) [2] $16,611,000
Number of returns with total income 50
Salaries and wages amount $16,799,000
Number of returns with salaries and wages 40
Salaries and wages amount $9,387
Number of returns with taxable interest 40
Taxable interest amount $140
Number of returns with ordinary dividends 30
Ordinary dividends amount $419,000
Number of returns with qualified dividends 30
Qualified dividends amount [3] $311
Number of returns with state and local income tax refunds 20
State and local income tax refunds amount $38
Number of returns with business or professional net income (less loss) 0
Business or professional net income (less loss) amount $0
Number of returns with net capital gain (less loss) 30
Net capital gain (less loss) amount $496,000
Number of returns with taxable individual retirement arrangements distributions 0
Taxable individual retirement arrangements distributions amount $0
Number of returns with taxable pensions and annuities 0
Taxable pensions and annuities amount $0
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) 0
Partnership/S-corp net income (less loss) amount $0
Number of returns with total statutory adjustments 0
Total statutory adjustments amount $0
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 50
Total itemized deductions amount $1,806,000
Amount of AGI for itemized returns $13,399,000
Number of returns with State and local income taxes 50
State and local income taxes amount $555,000
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 50
Real estate taxes amount $254,000
Number of returns with taxes paid 50
Taxes paid amount $845,000
Number of returns with mortgage interest paid 30
Mortgage interest paid amount $257,000
Number of returns with contributions 40
Contributions amount $473,000
Number of returns with taxable income 50
Taxable income amount $14,251,000
Number of returns with income tax before credits 50
Income tax before credits amount $3,361,000
Number of returns with alternative minimum tax 40
Alternative minimum tax amount $141,000
Number of returns with total tax credits 20
Total tax credits amount $9,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
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 0
Self-employment tax amount $0
Number of returns with total tax payments 50
Total tax payments amount $3,526,000
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 50
Income tax amount [7] $3,342,000
Number of returns with tax liability 50
Total tax liability amount [8] $3,506,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 20
Net investment income tax $0
Number of returns with tax due at time of filing 20
Tax due at time of filing amount [9] $288,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [10] $127,000

[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.