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ZIP Code Database - Facts & Stats

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ZIP Code 63021 Income Tax Stats

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

ZIP Code 63021 Data

Zip Code:63021
City:Ballwin
State:MO [Missouri]
Counties: SAINT LOUIS, MO
City Alias(es):Ballwin
Area Code:636
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




63021 Income Tax Overview

Total Number of Tax Returns for ZIP Code 63021 [1] 28,070
Total Number of Single Tax Returns for ZIP Code 63021 11,270
Total Number of Joint Tax Returns for ZIP Code 63021 12,960
Total Number of Dependents for ZIP Code 63021 17,870
Total Adjusted Gross Income for ZIP Code 63021 $2,252,064,000
Average Income per Person for ZIP Code 63021 $40,029
Average Income per Household for ZIP Code 63021 $80,230

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] 8,370
Number of single returns 6,880
Number of joint returns 800
Number of head of household returns 600
Number of returns with paid preparer's signature 3,270
Number of exemptions 7,890
Number of dependents 1,690
Adjust gross income (AGI) [2] $88,871,000
Number of returns with total income 8,370
Salaries and wages amount $91,195,000
Number of returns with salaries and wages 6,580
Salaries and wages amount $65,692
Number of returns with taxable interest 1,960
Taxable interest amount $1,160
Number of returns with ordinary dividends 1,570
Ordinary dividends amount $2,632,000
Number of returns with qualified dividends 1,460
Qualified dividends amount [3] $1,602
Number of returns with state and local income tax refunds 190
State and local income tax refunds amount $81
Number of returns with business or professional net income (less loss) 880
Business or professional net income (less loss) amount $5,885,000
Number of returns with net capital gain (less loss) 1,330
Net capital gain (less loss) amount $567,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $4,149,000
Number of returns with taxable pensions and annuities 1,120
Taxable pensions and annuities amount $8,774,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [4] $1,005,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $864,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $341,000
Number of returns with total statutory adjustments 1,350
Total statutory adjustments amount $2,324,000
Number of returns with educator expenses 50
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 150
Self-employment health insurance deduction amount $602,000
Number of returns with IRA payments 50
IRA payments amount $146,000
Number of returns with student loan interest deduction 410
Student loan interest deduction amount $429,000
Number of returns with tuition and fees deduction 140
Tuition and fees deduction amount $368,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 810
Total itemized deductions amount $12,960,000
Amount of AGI for itemized returns $11,349,000
Number of returns with State and local income taxes 270
State and local income taxes amount $249,000
Number of returns with State and local general sales tax 460
State and local general sales tax amount $274,000
Number of returns with real estate taxes 620
Real estate taxes amount $1,701,000
Number of returns with taxes paid 790
Taxes paid amount $2,509,000
Number of returns with mortgage interest paid 440
Mortgage interest paid amount $2,355,000
Number of returns with contributions 570
Contributions amount $902,000
Number of returns with taxable income 3,770
Taxable income amount $21,338,000
Number of returns with income tax before credits 3,540
Income tax before credits amount $2,175,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 880
Total tax credits amount $282,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $16,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $175,000
Number of returns with retirement savings contribution credit 290
Retirement savings contribution credit amount $45,000
Number of returns with child tax credit 110
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 770
Self-employment tax amount $1,006,000
Number of returns with total tax payments 7,280
Total tax payments amount $10,405,000
Number of returns with earned income credit 1,520
Earned income credit amount [5] $2,975,000
Number of returns with excess earned income credit 1,290
Excess earned income credit (refundable) amount [6] $2,536,000
Number of returns with additional child tax credit 750
Additional child tax credit amount $944,000
Number of returns with refundable education credit 410
Refundable education credit amount $348,000
Number of returns with income tax 3,120
Income tax amount [7] $1,893,000
Number of returns with tax liability 3,760
Total tax liability amount [8] $2,943,000
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 790
Tax due at time of filing amount [9] $515,000
Number of returns with overpayments refunded 6,740
Overpayments refunded amount [10] $7,926,000

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

Number of returns [1] 5,040
Number of single returns 2,950
Number of joint returns 1,270
Number of head of household returns 680
Number of returns with paid preparer's signature 2,200
Number of exemptions 8,560
Number of dependents 2,270
Adjust gross income (AGI) [2] $186,496,000
Number of returns with total income 5,040
Salaries and wages amount $189,810,000
Number of returns with salaries and wages 4,210
Salaries and wages amount $142,637
Number of returns with taxable interest 1,620
Taxable interest amount $1,493
Number of returns with ordinary dividends 1,250
Ordinary dividends amount $3,194,000
Number of returns with qualified dividends 1,160
Qualified dividends amount [3] $2,123
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $468
Number of returns with business or professional net income (less loss) 650
Business or professional net income (less loss) amount $6,637,000
Number of returns with net capital gain (less loss) 1,010
Net capital gain (less loss) amount $1,988,000
Number of returns with taxable individual retirement arrangements distributions 720
Taxable individual retirement arrangements distributions amount $7,601,000
Number of returns with taxable pensions and annuities 1,000
Taxable pensions and annuities amount $15,124,000
Number of farm returns 0
Number of returns with unemployment compensation 250
Unemployment compensation amount [4] $1,138,000
Number of returns with taxable Social Security benefits 1,020
Taxable Social Security benefits amount $7,433,000
Number of returns with partnership/S-corp net income (less loss) 210
Partnership/S-corp net income (less loss) amount $398,000
Number of returns with total statutory adjustments 1,550
Total statutory adjustments amount $3,314,000
Number of returns with educator expenses 160
Educator expenses amount $37,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $258,000
Number of returns with self-employment health insurance deduction 170
Self-employment health insurance deduction amount $777,000
Number of returns with IRA payments 130
IRA payments amount $562,000
Number of returns with student loan interest deduction 800
Student loan interest deduction amount $872,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $124,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,610
Total itemized deductions amount $25,071,000
Amount of AGI for itemized returns $62,765,000
Number of returns with State and local income taxes 1,190
State and local income taxes amount $1,896,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $413,000
Number of returns with real estate taxes 1,410
Real estate taxes amount $3,915,000
Number of returns with taxes paid 1,600
Taxes paid amount $6,705,000
Number of returns with mortgage interest paid 1,200
Mortgage interest paid amount $6,821,000
Number of returns with contributions 1,220
Contributions amount $2,378,000
Number of returns with taxable income 4,850
Taxable income amount $102,068,000
Number of returns with income tax before credits 4,780
Income tax before credits amount $12,492,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,820
Total tax credits amount $1,442,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $19,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 460
Nonrefundable education credit amount $465,000
Number of returns with retirement savings contribution credit 540
Retirement savings contribution credit amount $109,000
Number of returns with child tax credit 790
Child tax credit amount $732,000
Number of returns with residential energy tax credit 110
Residential energy tax credit amount $31,000
Number of returns with self-employment tax 540
Self-employment tax amount $1,278,000
Number of returns with total tax payments 4,880
Total tax payments amount $20,384,000
Number of returns with earned income credit 720
Earned income credit amount [5] $1,256,000
Number of returns with excess earned income credit 520
Excess earned income credit (refundable) amount [6] $915,000
Number of returns with additional child tax credit 570
Additional child tax credit amount $869,000
Number of returns with refundable education credit 290
Refundable education credit amount $263,000
Number of returns with income tax 4,200
Income tax amount [7] $11,050,000
Number of returns with tax liability 4,420
Total tax liability amount [8] $12,464,000
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 780
Tax due at time of filing amount [9] $1,110,000
Number of returns with overpayments refunded 4,110
Overpayments refunded amount [10] $8,661,000

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

Number of returns [1] 3,820
Number of single returns 1,530
Number of joint returns 1,760
Number of head of household returns 460
Number of returns with paid preparer's signature 1,910
Number of exemptions 7,940
Number of dependents 2,350
Adjust gross income (AGI) [2] $236,993,000
Number of returns with total income 3,820
Salaries and wages amount $240,792,000
Number of returns with salaries and wages 3,210
Salaries and wages amount $172,538
Number of returns with taxable interest 1,700
Taxable interest amount $1,682
Number of returns with ordinary dividends 1,380
Ordinary dividends amount $5,052,000
Number of returns with qualified dividends 1,300
Qualified dividends amount [3] $3,534
Number of returns with state and local income tax refunds 1,380
State and local income tax refunds amount $792
Number of returns with business or professional net income (less loss) 590
Business or professional net income (less loss) amount $6,685,000
Number of returns with net capital gain (less loss) 1,090
Net capital gain (less loss) amount $2,809,000
Number of returns with taxable individual retirement arrangements distributions 680
Taxable individual retirement arrangements distributions amount $9,879,000
Number of returns with taxable pensions and annuities 1,020
Taxable pensions and annuities amount $22,728,000
Number of farm returns 40
Number of returns with unemployment compensation 180
Unemployment compensation amount [4] $776,000
Number of returns with taxable Social Security benefits 920
Taxable Social Security benefits amount $13,963,000
Number of returns with partnership/S-corp net income (less loss) 250
Partnership/S-corp net income (less loss) amount $2,527,000
Number of returns with total statutory adjustments 1,300
Total statutory adjustments amount $3,799,000
Number of returns with educator expenses 210
Educator expenses amount $49,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $805,000
Number of returns with IRA payments 130
IRA payments amount $646,000
Number of returns with student loan interest deduction 590
Student loan interest deduction amount $601,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $127,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $35,000
Number of returns with itemized deductions 2,130
Total itemized deductions amount $35,215,000
Amount of AGI for itemized returns $133,393,000
Number of returns with State and local income taxes 1,890
State and local income taxes amount $4,771,000
Number of returns with State and local general sales tax 210
State and local general sales tax amount $305,000
Number of returns with real estate taxes 1,970
Real estate taxes amount $5,804,000
Number of returns with taxes paid 2,130
Taxes paid amount $11,661,000
Number of returns with mortgage interest paid 1,740
Mortgage interest paid amount $10,656,000
Number of returns with contributions 1,780
Contributions amount $4,099,000
Number of returns with taxable income 3,790
Taxable income amount $154,269,000
Number of returns with income tax before credits 3,770
Income tax before credits amount $21,489,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,730
Total tax credits amount $2,252,000
Number of returns with foreign tax credit 420
Foreign tax credit amount $28,000
Number of returns with child and dependent care credit 220
Child and dependent care credit amount $105,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $523,000
Number of returns with retirement savings contribution credit 150
Retirement savings contribution credit amount $29,000
Number of returns with child tax credit 980
Child tax credit amount $1,473,000
Number of returns with residential energy tax credit 150
Residential energy tax credit amount $45,000
Number of returns with self-employment tax 460
Self-employment tax amount $1,468,000
Number of returns with total tax payments 3,770
Total tax payments amount $26,614,000
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 160
Additional child tax credit amount $204,000
Number of returns with refundable education credit 280
Refundable education credit amount $266,000
Number of returns with income tax 3,620
Income tax amount [7] $19,238,000
Number of returns with tax liability 3,680
Total tax liability amount [8] $20,834,000
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 910
Tax due at time of filing amount [9] $1,920,000
Number of returns with overpayments refunded 2,790
Overpayments refunded amount [10] $7,461,000

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

Number of returns [1] 3,150
Number of single returns 640
Number of joint returns 2,270
Number of head of household returns 200
Number of returns with paid preparer's signature 1,480
Number of exemptions 7,930
Number of dependents 2,510
Adjust gross income (AGI) [2] $274,314,000
Number of returns with total income 3,150
Salaries and wages amount $278,058,000
Number of returns with salaries and wages 2,800
Salaries and wages amount $207,394
Number of returns with taxable interest 1,600
Taxable interest amount $1,494
Number of returns with ordinary dividends 1,270
Ordinary dividends amount $4,497,000
Number of returns with qualified dividends 1,180
Qualified dividends amount [3] $3,097
Number of returns with state and local income tax refunds 1,460
State and local income tax refunds amount $1,005
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $8,008,000
Number of returns with net capital gain (less loss) 1,070
Net capital gain (less loss) amount $3,131,000
Number of returns with taxable individual retirement arrangements distributions 590
Taxable individual retirement arrangements distributions amount $10,673,000
Number of returns with taxable pensions and annuities 860
Taxable pensions and annuities amount $23,911,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [4] $618,000
Number of returns with taxable Social Security benefits 710
Taxable Social Security benefits amount $13,646,000
Number of returns with partnership/S-corp net income (less loss) 240
Partnership/S-corp net income (less loss) amount $2,251,000
Number of returns with total statutory adjustments 1,160
Total statutory adjustments amount $3,744,000
Number of returns with educator expenses 200
Educator expenses amount $51,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $194,000
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $912,000
Number of returns with IRA payments 120
IRA payments amount $562,000
Number of returns with student loan interest deduction 490
Student loan interest deduction amount $562,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $82,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 2,130
Total itemized deductions amount $40,055,000
Amount of AGI for itemized returns $186,322,000
Number of returns with State and local income taxes 1,990
State and local income taxes amount $7,251,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $193,000
Number of returns with real estate taxes 2,010
Real estate taxes amount $6,402,000
Number of returns with taxes paid 2,120
Taxes paid amount $14,879,000
Number of returns with mortgage interest paid 1,820
Mortgage interest paid amount $12,290,000
Number of returns with contributions 1,870
Contributions amount $5,232,000
Number of returns with taxable income 3,140
Taxable income amount $191,577,000
Number of returns with income tax before credits 3,130
Income tax before credits amount $27,986,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,650
Total tax credits amount $2,582,000
Number of returns with foreign tax credit 370
Foreign tax credit amount $32,000
Number of returns with child and dependent care credit 260
Child and dependent care credit amount $138,000
Number of returns with nonrefundable education credit 430
Nonrefundable education credit amount $578,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,030
Child tax credit amount $1,732,000
Number of returns with residential energy tax credit 160
Residential energy tax credit amount $44,000
Number of returns with self-employment tax 440
Self-employment tax amount $1,460,000
Number of returns with total tax payments 3,110
Total tax payments amount $32,597,000
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 270
Refundable education credit amount $269,000
Number of returns with income tax 3,110
Income tax amount [7] $25,404,000
Number of returns with tax liability 3,120
Total tax liability amount [8] $27,064,000
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 770
Tax due at time of filing amount [9] $2,043,000
Number of returns with overpayments refunded 2,280
Overpayments refunded amount [10] $7,264,000

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

Number of returns [1] 5,770
Number of single returns 460
Number of joint returns 5,070
Number of head of household returns 210
Number of returns with paid preparer's signature 2,760
Number of exemptions 17,210
Number of dependents 6,370
Adjust gross income (AGI) [2] $792,188,000
Number of returns with total income 5,770
Salaries and wages amount $802,188,000
Number of returns with salaries and wages 5,370
Salaries and wages amount $638,708
Number of returns with taxable interest 3,570
Taxable interest amount $3,300
Number of returns with ordinary dividends 3,040
Ordinary dividends amount $12,709,000
Number of returns with qualified dividends 2,890
Qualified dividends amount [3] $9,364
Number of returns with state and local income tax refunds 3,450
State and local income tax refunds amount $3,066
Number of returns with business or professional net income (less loss) 1,030
Business or professional net income (less loss) amount $21,085,000
Number of returns with net capital gain (less loss) 2,480
Net capital gain (less loss) amount $11,497,000
Number of returns with taxable individual retirement arrangements distributions 950
Taxable individual retirement arrangements distributions amount $25,258,000
Number of returns with taxable pensions and annuities 1,330
Taxable pensions and annuities amount $44,752,000
Number of farm returns 30
Number of returns with unemployment compensation 240
Unemployment compensation amount [4] $925,000
Number of returns with taxable Social Security benefits 960
Taxable Social Security benefits amount $19,341,000
Number of returns with partnership/S-corp net income (less loss) 730
Partnership/S-corp net income (less loss) amount $16,663,000
Number of returns with total statutory adjustments 2,280
Total statutory adjustments amount $10,000,000
Number of returns with educator expenses 350
Educator expenses amount $90,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $1,585,000
Number of returns with self-employment health insurance deduction 260
Self-employment health insurance deduction amount $2,104,000
Number of returns with IRA payments 230
IRA payments amount $1,299,000
Number of returns with student loan interest deduction 790
Student loan interest deduction amount $789,000
Number of returns with tuition and fees deduction 260
Tuition and fees deduction amount $448,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $120,000
Number of returns with itemized deductions 5,070
Total itemized deductions amount $117,047,000
Amount of AGI for itemized returns $706,879,000
Number of returns with State and local income taxes 4,930
State and local income taxes amount $32,038,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $216,000
Number of returns with real estate taxes 4,890
Real estate taxes amount $19,312,000
Number of returns with taxes paid 5,060
Taxes paid amount $54,903,000
Number of returns with mortgage interest paid 4,450
Mortgage interest paid amount $33,641,000
Number of returns with contributions 4,640
Contributions amount $16,182,000
Number of returns with taxable income 5,760
Taxable income amount $599,537,000
Number of returns with income tax before credits 5,760
Income tax before credits amount $104,267,000
Number of returns with alternative minimum tax 160
Alternative minimum tax amount $330,000
Number of returns with total tax credits 3,190
Total tax credits amount $3,852,000
Number of returns with foreign tax credit 1,030
Foreign tax credit amount $207,000
Number of returns with child and dependent care credit 750
Child and dependent care credit amount $385,000
Number of returns with nonrefundable education credit 750
Nonrefundable education credit amount $1,108,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 1,370
Child tax credit amount $1,844,000
Number of returns with residential energy tax credit 330
Residential energy tax credit amount $134,000
Number of returns with self-employment tax 840
Self-employment tax amount $3,667,000
Number of returns with total tax payments 5,750
Total tax payments amount $112,127,000
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 700
Refundable education credit amount $698,000
Number of returns with income tax 5,750
Income tax amount [7] $100,416,000
Number of returns with tax liability 5,750
Total tax liability amount [8] $104,672,000
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 2,010
Tax due at time of filing amount [9] $7,842,000
Number of returns with overpayments refunded 3,560
Overpayments refunded amount [10] $14,130,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 1,920
Number of single returns 100
Number of joint returns 1,790
Number of head of household returns 20
Number of returns with paid preparer's signature 1,230
Number of exemptions 6,380
Number of dependents 2,680
Adjust gross income (AGI) [2] $673,202,000
Number of returns with total income 1,920
Salaries and wages amount $684,634,000
Number of returns with salaries and wages 1,790
Salaries and wages amount $461,589
Number of returns with taxable interest 1,500
Taxable interest amount $4,502
Number of returns with ordinary dividends 1,400
Ordinary dividends amount $16,113,000
Number of returns with qualified dividends 1,360
Qualified dividends amount [3] $12,606
Number of returns with state and local income tax refunds 1,000
State and local income tax refunds amount $2,564
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $19,621,000
Number of returns with net capital gain (less loss) 1,310
Net capital gain (less loss) amount $29,477,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $9,970,000
Number of returns with taxable pensions and annuities 380
Taxable pensions and annuities amount $16,058,000
Number of farm returns 30
Number of returns with unemployment compensation 40
Unemployment compensation amount [4] $174,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $5,009,000
Number of returns with partnership/S-corp net income (less loss) 580
Partnership/S-corp net income (less loss) amount $108,107,000
Number of returns with total statutory adjustments 660
Total statutory adjustments amount $11,432,000
Number of returns with educator expenses 60
Educator expenses amount $14,000
Number of returns with self-employment retirement plans 150
Self-employment retirement plans amount $4,085,000
Number of returns with self-employment health insurance deduction 220
Self-employment health insurance deduction amount $2,345,000
Number of returns with IRA payments 30
IRA payments amount $259,000
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 70
Domestic production activities deduction amount $1,112,000
Number of returns with itemized deductions 1,890
Total itemized deductions amount $79,834,000
Amount of AGI for itemized returns $663,421,000
Number of returns with State and local income taxes 1,860
State and local income taxes amount $35,805,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $101,000
Number of returns with real estate taxes 1,850
Real estate taxes amount $10,436,000
Number of returns with taxes paid 1,890
Taxes paid amount $48,176,000
Number of returns with mortgage interest paid 1,590
Mortgage interest paid amount $15,499,000
Number of returns with contributions 1,820
Contributions amount $15,097,000
Number of returns with taxable income 1,920
Taxable income amount $574,967,000
Number of returns with income tax before credits 1,920
Income tax before credits amount $151,925,000
Number of returns with alternative minimum tax 1,190
Alternative minimum tax amount $5,029,000
Number of returns with total tax credits 930
Total tax credits amount $1,391,000
Number of returns with foreign tax credit 680
Foreign tax credit amount $668,000
Number of returns with child and dependent care credit 200
Child and dependent care credit amount $102,000
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 110
Residential energy tax credit amount $52,000
Number of returns with self-employment tax 420
Self-employment tax amount $4,175,000
Number of returns with total tax payments 1,920
Total tax payments amount $149,800,000
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 1,920
Income tax amount [7] $150,570,000
Number of returns with tax liability 1,920
Total tax liability amount [8] $157,771,000
Number of returns with Additional Medicare tax 970
Additional Medicare tax $1,315,000
Number of returns with net investment income tax 910
Net investment income tax $1,315,000
Number of returns with tax due at time of filing 1,030
Tax due at time of filing amount [9] $18,848,000
Number of returns with overpayments refunded 720
Overpayments refunded amount [10] $6,165,000

[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.