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ZIP Code Database - Facts & Stats

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ZIP Code 77358 Income Tax Stats

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

ZIP Code 77358 Data

Zip Code:77358
City:New Waverly
State:TX [Texas]
Counties: WALKER, TX
City Alias(es):New Waverly
Area Code:936
Time Zone: Central (GMT -06:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




77358 Income Tax Overview

Total Number of Tax Returns for ZIP Code 77358 [1] 2,200
Total Number of Single Tax Returns for ZIP Code 77358 830
Total Number of Joint Tax Returns for ZIP Code 77358 890
Total Number of Dependents for ZIP Code 77358 1,490
Total Adjusted Gross Income for ZIP Code 77358 $115,416,000
Average Income per Person for ZIP Code 77358 $23,116
Average Income per Household for ZIP Code 77358 $52,462

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] 910
Number of single returns 540
Number of joint returns 140
Number of head of household returns 220
Number of returns with paid preparer's signature 410
Number of exemptions 1,440
Number of dependents 530
Adjust gross income (AGI) [2] $11,446,000
Number of returns with total income 910
Salaries and wages amount $11,629,000
Number of returns with salaries and wages 690
Salaries and wages amount $8,952
Number of returns with taxable interest 130
Taxable interest amount $117
Number of returns with ordinary dividends 50
Ordinary dividends amount $121,000
Number of returns with qualified dividends 50
Qualified dividends amount [3] $35
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $978,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $58,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $346,000
Number of returns with taxable pensions and annuities 110
Taxable pensions and annuities amount $1,065,000
Number of farm returns 50
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $123,000
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $66,000
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 180
Total statutory adjustments amount $183,000
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 30
Self-employment health insurance deduction amount $116,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 20
Student loan interest deduction amount $10,000
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 50
Total itemized deductions amount $791,000
Amount of AGI for itemized returns $703,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 30
State and local general sales tax amount $22,000
Number of returns with real estate taxes 40
Real estate taxes amount $70,000
Number of returns with taxes paid 40
Taxes paid amount $104,000
Number of returns with mortgage interest paid 0
Mortgage interest paid amount $0
Number of returns with contributions 0
Contributions amount $0
Number of returns with taxable income 360
Taxable income amount $1,988,000
Number of returns with income tax before credits 340
Income tax before credits amount $207,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 110
Total tax credits amount $33,000
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 20
Nonrefundable education credit amount $9,000
Number of returns with retirement savings contribution credit 40
Retirement savings contribution credit amount $8,000
Number of returns with child tax credit 50
Child tax credit amount $13,000
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 $200,000
Number of returns with total tax payments 820
Total tax payments amount $2,218,000
Number of returns with earned income credit 380
Earned income credit amount [5] $1,039,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [6] $916,000
Number of returns with additional child tax credit 240
Additional child tax credit amount $311,000
Number of returns with refundable education credit 50
Refundable education credit amount $40,000
Number of returns with income tax 270
Income tax amount [7] $174,000
Number of returns with tax liability 400
Total tax liability amount [8] $381,000
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 80
Tax due at time of filing amount [9] $59,000
Number of returns with overpayments refunded 760
Overpayments refunded amount [10] $1,893,000

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

Number of returns [1] 520
Number of single returns 250
Number of joint returns 170
Number of head of household returns 100
Number of returns with paid preparer's signature 250
Number of exemptions 1,020
Number of dependents 330
Adjust gross income (AGI) [2] $18,844,000
Number of returns with total income 520
Salaries and wages amount $18,992,000
Number of returns with salaries and wages 450
Salaries and wages amount $15,651
Number of returns with taxable interest 100
Taxable interest amount $55
Number of returns with ordinary dividends 40
Ordinary dividends amount $124,000
Number of returns with qualified dividends 40
Qualified dividends amount [3] $91
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 80
Business or professional net income (less loss) amount $534,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $77,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $511,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $1,822,000
Number of farm returns 40
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $205,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $590,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $23,000
Number of returns with total statutory adjustments 110
Total statutory adjustments amount $147,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
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 30
Student loan interest deduction amount $27,000
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 90
Total itemized deductions amount $1,741,000
Amount of AGI for itemized returns $3,287,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 70
State and local general sales tax amount $71,000
Number of returns with real estate taxes 60
Real estate taxes amount $186,000
Number of returns with taxes paid 80
Taxes paid amount $282,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $393,000
Number of returns with contributions 70
Contributions amount $246,000
Number of returns with taxable income 500
Taxable income amount $9,560,000
Number of returns with income tax before credits 490
Income tax before credits amount $1,170,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 190
Total tax credits amount $160,000
Number of returns with foreign tax credit 20
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $28,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 120
Child tax credit amount $100,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $6,000
Number of returns with self-employment tax 60
Self-employment tax amount $119,000
Number of returns with total tax payments 500
Total tax payments amount $2,341,000
Number of returns with earned income credit 130
Earned income credit amount [5] $230,000
Number of returns with excess earned income credit 100
Excess earned income credit (refundable) amount [6] $186,000
Number of returns with additional child tax credit 120
Additional child tax credit amount $158,000
Number of returns with refundable education credit 20
Refundable education credit amount $21,000
Number of returns with income tax 400
Income tax amount [7] $1,009,000
Number of returns with tax liability 430
Total tax liability amount [8] $1,141,000
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 80
Tax due at time of filing amount [9] $135,000
Number of returns with overpayments refunded 440
Overpayments refunded amount [10] $1,256,000

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

Number of returns [1] 300
Number of single returns 80
Number of joint returns 180
Number of head of household returns 30
Number of returns with paid preparer's signature 150
Number of exemptions 710
Number of dependents 230
Adjust gross income (AGI) [2] $18,128,000
Number of returns with total income 300
Salaries and wages amount $18,279,000
Number of returns with salaries and wages 260
Salaries and wages amount $14,543
Number of returns with taxable interest 90
Taxable interest amount $190
Number of returns with ordinary dividends 40
Ordinary dividends amount $150,000
Number of returns with qualified dividends 40
Qualified dividends amount [3] $115
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $428,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $208,000
Number of returns with taxable individual retirement arrangements distributions 30
Taxable individual retirement arrangements distributions amount $335,000
Number of returns with taxable pensions and annuities 70
Taxable pensions and annuities amount $1,881,000
Number of farm returns 30
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $793,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $175,000
Number of returns with total statutory adjustments 80
Total statutory adjustments amount $152,000
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 40
Student loan interest deduction amount $32,000
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 100
Total itemized deductions amount $2,333,000
Amount of AGI for itemized returns $6,003,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 80
State and local general sales tax amount $109,000
Number of returns with real estate taxes 80
Real estate taxes amount $286,000
Number of returns with taxes paid 90
Taxes paid amount $411,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $438,000
Number of returns with contributions 70
Contributions amount $337,000
Number of returns with taxable income 290
Taxable income amount $11,059,000
Number of returns with income tax before credits 290
Income tax before credits amount $1,506,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 120
Total tax credits amount $178,000
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 30
Nonrefundable education credit amount $30,000
Number of returns with retirement savings contribution credit 20
Retirement savings contribution credit amount $3,000
Number of returns with child tax credit 90
Child tax credit amount $137,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 60
Self-employment tax amount $159,000
Number of returns with total tax payments 290
Total tax payments amount $2,085,000
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 30
Refundable education credit amount $19,000
Number of returns with income tax 280
Income tax amount [7] $1,328,000
Number of returns with tax liability 280
Total tax liability amount [8] $1,478,000
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 60
Tax due at time of filing amount [9] $136,000
Number of returns with overpayments refunded 230
Overpayments refunded amount [10] $741,000

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

Number of returns [1] 200
Number of single returns 20
Number of joint returns 160
Number of head of household returns 20
Number of returns with paid preparer's signature 110
Number of exemptions 530
Number of dependents 160
Adjust gross income (AGI) [2] $17,270,000
Number of returns with total income 200
Salaries and wages amount $17,437,000
Number of returns with salaries and wages 180
Salaries and wages amount $14,233
Number of returns with taxable interest 70
Taxable interest amount $57
Number of returns with ordinary dividends 30
Ordinary dividends amount $75,000
Number of returns with qualified dividends 30
Qualified dividends amount [3] $32
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 40
Business or professional net income (less loss) amount $284,000
Number of returns with net capital gain (less loss) 40
Net capital gain (less loss) amount $154,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $605,000
Number of returns with taxable pensions and annuities 60
Taxable pensions and annuities amount $1,314,000
Number of farm returns 40
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 30
Taxable Social Security benefits amount $533,000
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 50
Total statutory adjustments amount $167,000
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 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 90
Total itemized deductions amount $1,991,000
Amount of AGI for itemized returns $7,701,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 80
State and local general sales tax amount $126,000
Number of returns with real estate taxes 70
Real estate taxes amount $247,000
Number of returns with taxes paid 90
Taxes paid amount $401,000
Number of returns with mortgage interest paid 60
Mortgage interest paid amount $424,000
Number of returns with contributions 70
Contributions amount $403,000
Number of returns with taxable income 200
Taxable income amount $12,008,000
Number of returns with income tax before credits 200
Income tax before credits amount $1,730,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 90
Total tax credits amount $164,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $21,000
Number of returns with nonrefundable education credit 30
Nonrefundable education credit amount $38,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 70
Child tax credit amount $113,000
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 200
Total tax payments amount $2,120,000
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 20
Refundable education credit amount $22,000
Number of returns with income tax 200
Income tax amount [7] $1,566,000
Number of returns with tax liability 200
Total tax liability amount [8] $1,646,000
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 50
Tax due at time of filing amount [9] $145,000
Number of returns with overpayments refunded 150
Overpayments refunded amount [10] $601,000

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

Number of returns [1] 210
Number of single returns 30
Number of joint returns 180
Number of head of household returns 0
Number of returns with paid preparer's signature 130
Number of exemptions 540
Number of dependents 160
Adjust gross income (AGI) [2] $27,375,000
Number of returns with total income 210
Salaries and wages amount $27,696,000
Number of returns with salaries and wages 190
Salaries and wages amount $20,996
Number of returns with taxable interest 90
Taxable interest amount $125
Number of returns with ordinary dividends 60
Ordinary dividends amount $218,000
Number of returns with qualified dividends 50
Qualified dividends amount [3] $159
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
Number of returns with business or professional net income (less loss) 60
Business or professional net income (less loss) amount $1,321,000
Number of returns with net capital gain (less loss) 50
Net capital gain (less loss) amount $604,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $1,108,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $3,166,000
Number of farm returns 50
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 50
Taxable Social Security benefits amount $981,000
Number of returns with partnership/S-corp net income (less loss) 20
Partnership/S-corp net income (less loss) amount $703,000
Number of returns with total statutory adjustments 70
Total statutory adjustments amount $321,000
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 20
Self-employment health insurance deduction amount $167,000
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 110
Total itemized deductions amount $2,827,000
Amount of AGI for itemized returns $14,711,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 100
State and local general sales tax amount $204,000
Number of returns with real estate taxes 100
Real estate taxes amount $501,000
Number of returns with taxes paid 110
Taxes paid amount $722,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $782,000
Number of returns with contributions 100
Contributions amount $479,000
Number of returns with taxable income 210
Taxable income amount $21,305,000
Number of returns with income tax before credits 210
Income tax before credits amount $3,747,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $101,000
Number of returns with total tax credits 70
Total tax credits amount $115,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $89,000
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 40
Child tax credit amount $55,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 30
Self-employment tax amount $174,000
Number of returns with total tax payments 200
Total tax payments amount $3,923,000
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 210
Income tax amount [7] $3,632,000
Number of returns with tax liability 210
Total tax liability amount [8] $3,847,000
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 80
Tax due at time of filing amount [9] $500,000
Number of returns with overpayments refunded 120
Overpayments refunded amount [10] $561,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 60
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 50
Number of exemptions 200
Number of dependents 80
Adjust gross income (AGI) [2] $22,353,000
Number of returns with total income 60
Salaries and wages amount $22,707,000
Number of returns with salaries and wages 50
Salaries and wages amount $12,269
Number of returns with taxable interest 50
Taxable interest amount $278
Number of returns with ordinary dividends 30
Ordinary dividends amount $383,000
Number of returns with qualified dividends 30
Qualified dividends amount [3] $262
Number of returns with state and local income tax refunds 0
State and local income tax refunds amount $0
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) 40
Net capital gain (less loss) amount $3,575,000
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 30
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) 20
Partnership/S-corp net income (less loss) amount $3,471,000
Number of returns with total statutory adjustments 30
Total statutory adjustments amount $354,000
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 50
Total itemized deductions amount $2,482,000
Amount of AGI for itemized returns $17,666,000
Number of returns with State and local income taxes 0
State and local income taxes amount $0
Number of returns with State and local general sales tax 50
State and local general sales tax amount $158,000
Number of returns with real estate taxes 50
Real estate taxes amount $385,000
Number of returns with taxes paid 50
Taxes paid amount $568,000
Number of returns with mortgage interest paid 40
Mortgage interest paid amount $576,000
Number of returns with contributions 50
Contributions amount $590,000
Number of returns with taxable income 60
Taxable income amount $19,123,000
Number of returns with income tax before credits 60
Income tax before credits amount $4,695,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 20
Total tax credits amount $85,000
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 20
Self-employment tax amount $78,000
Number of returns with total tax payments 60
Total tax payments amount $4,009,000
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 60
Income tax amount [7] $4,321,000
Number of returns with tax liability 60
Total tax liability amount [8] $4,553,000
Number of returns with Additional Medicare tax 20
Additional Medicare tax $25,000
Number of returns with net investment income tax 30
Net investment income tax $25,000
Number of returns with tax due at time of filing 40
Tax due at time of filing amount [9] $853,000
Number of returns with overpayments refunded 20
Overpayments refunded amount [10] $153,000

[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.