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ZIP Code Database - Facts & Stats

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ZIP Code 94086 Income Tax Stats

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

ZIP Code 94086 Data

Zip Code:94086
City:Sunnyvale
State:CA [California]
Counties: SANTA CLARA, CA
City Alias(es):Sunnyvale
Area Code:408 / 669 / 650
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




94086 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94086 [1] 22,850
Total Number of Single Tax Returns for ZIP Code 94086 7,940
Total Number of Joint Tax Returns for ZIP Code 94086 9,740
Total Number of Dependents for ZIP Code 94086 14,190
Total Adjusted Gross Income for ZIP Code 94086 $2,356,410,000
Average Income per Person for ZIP Code 94086 $51,566
Average Income per Household for ZIP Code 94086 $103,125

The following tables break down the Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 5,210
Number of single returns 3,780
Number of joint returns 800
Number of head of household returns 550
Number of returns with paid preparer's signature 2,800
Number of exemptions 7,470
Number of dependents 2,180
Adjust gross income (AGI) [2] $65,888,000
Number of returns with total income 5,210
Salaries and wages amount $67,744,000
Number of returns with salaries and wages 3,840
Salaries and wages amount $50,393
Number of returns with taxable interest 960
Taxable interest amount $650
Number of returns with ordinary dividends 590
Ordinary dividends amount $1,288,000
Number of returns with qualified dividends 540
Qualified dividends amount [3] $829
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $97
Number of returns with business or professional net income (less loss) 880
Business or professional net income (less loss) amount $7,544,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $258,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $2,203,000
Number of returns with taxable pensions and annuities 450
Taxable pensions and annuities amount $3,772,000
Number of farm returns 0
Number of returns with unemployment compensation 300
Unemployment compensation amount [4] $2,063,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $294,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $69,000
Number of returns with total statutory adjustments 1,120
Total statutory adjustments amount $1,855,000
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 100
Self-employment health insurance deduction amount $405,000
Number of returns with IRA payments 40
IRA payments amount $158,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $146,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $260,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 330
Total itemized deductions amount $5,485,000
Amount of AGI for itemized returns $4,682,000
Number of returns with State and local income taxes 110
State and local income taxes amount $248,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $106,000
Number of returns with real estate taxes 210
Real estate taxes amount $771,000
Number of returns with taxes paid 320
Taxes paid amount $1,200,000
Number of returns with mortgage interest paid 150
Mortgage interest paid amount $1,493,000
Number of returns with contributions 200
Contributions amount $291,000
Number of returns with taxable income 2,360
Taxable income amount $14,488,000
Number of returns with income tax before credits 2,290
Income tax before credits amount $1,520,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 700
Total tax credits amount $265,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 290
Nonrefundable education credit amount $162,000
Number of returns with retirement savings contribution credit 190
Retirement savings contribution credit amount $36,000
Number of returns with child tax credit 180
Child tax credit amount $59,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 830
Self-employment tax amount $1,210,000
Number of returns with total tax payments 4,430
Total tax payments amount $8,180,000
Number of returns with earned income credit 1,280
Earned income credit amount [5] $2,398,000
Number of returns with excess earned income credit 1,020
Excess earned income credit (refundable) amount [6] $1,965,000
Number of returns with additional child tax credit 890
Additional child tax credit amount $1,177,000
Number of returns with refundable education credit 350
Refundable education credit amount $255,000
Number of returns with income tax 1,860
Income tax amount [7] $1,255,000
Number of returns with tax liability 2,530
Total tax liability amount [8] $2,524,000
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] $710,000
Number of returns with overpayments refunded 3,910
Overpayments refunded amount [10] $6,299,000

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

Number of returns [1] 3,840
Number of single returns 2,070
Number of joint returns 1,010
Number of head of household returns 690
Number of returns with paid preparer's signature 2,190
Number of exemptions 8,040
Number of dependents 3,210
Adjust gross income (AGI) [2] $139,993,000
Number of returns with total income 3,840
Salaries and wages amount $142,698,000
Number of returns with salaries and wages 3,350
Salaries and wages amount $117,616
Number of returns with taxable interest 900
Taxable interest amount $852
Number of returns with ordinary dividends 520
Ordinary dividends amount $1,621,000
Number of returns with qualified dividends 470
Qualified dividends amount [3] $1,100
Number of returns with state and local income tax refunds 230
State and local income tax refunds amount $232
Number of returns with business or professional net income (less loss) 490
Business or professional net income (less loss) amount $6,922,000
Number of returns with net capital gain (less loss) 490
Net capital gain (less loss) amount $1,153,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $3,056,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $5,497,000
Number of farm returns 0
Number of returns with unemployment compensation 290
Unemployment compensation amount [4] $1,949,000
Number of returns with taxable Social Security benefits 400
Taxable Social Security benefits amount $2,868,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $454,000
Number of returns with total statutory adjustments 900
Total statutory adjustments amount $2,706,000
Number of returns with educator expenses 80
Educator expenses amount $17,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $345,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $540,000
Number of returns with IRA payments 90
IRA payments amount $476,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $318,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $74,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 500
Total itemized deductions amount $8,819,000
Amount of AGI for itemized returns $18,962,000
Number of returns with State and local income taxes 310
State and local income taxes amount $762,000
Number of returns with State and local general sales tax 170
State and local general sales tax amount $199,000
Number of returns with real estate taxes 310
Real estate taxes amount $1,308,000
Number of returns with taxes paid 500
Taxes paid amount $2,398,000
Number of returns with mortgage interest paid 250
Mortgage interest paid amount $2,458,000
Number of returns with contributions 370
Contributions amount $780,000
Number of returns with taxable income 3,640
Taxable income amount $73,275,000
Number of returns with income tax before credits 3,600
Income tax before credits amount $9,036,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,490
Total tax credits amount $1,272,000
Number of returns with foreign tax credit 160
Foreign tax credit amount $36,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $56,000
Number of returns with nonrefundable education credit 330
Nonrefundable education credit amount $312,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $65,000
Number of returns with child tax credit 870
Child tax credit amount $790,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 430
Self-employment tax amount $1,199,000
Number of returns with total tax payments 3,670
Total tax payments amount $15,388,000
Number of returns with earned income credit 440
Earned income credit amount [5] $834,000
Number of returns with excess earned income credit 330
Excess earned income credit (refundable) amount [6] $626,000
Number of returns with additional child tax credit 710
Additional child tax credit amount $1,183,000
Number of returns with refundable education credit 200
Refundable education credit amount $148,000
Number of returns with income tax 2,960
Income tax amount [7] $7,764,000
Number of returns with tax liability 3,100
Total tax liability amount [8] $9,044,000
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 670
Tax due at time of filing amount [9] $1,197,000
Number of returns with overpayments refunded 3,070
Overpayments refunded amount [10] $7,455,000

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

Number of returns [1] 2,990
Number of single returns 1,550
Number of joint returns 1,060
Number of head of household returns 310
Number of returns with paid preparer's signature 1,500
Number of exemptions 5,850
Number of dependents 1,800
Adjust gross income (AGI) [2] $185,673,000
Number of returns with total income 2,990
Salaries and wages amount $188,311,000
Number of returns with salaries and wages 2,670
Salaries and wages amount $157,847
Number of returns with taxable interest 1,030
Taxable interest amount $1,029
Number of returns with ordinary dividends 630
Ordinary dividends amount $2,356,000
Number of returns with qualified dividends 570
Qualified dividends amount [3] $1,456
Number of returns with state and local income tax refunds 460
State and local income tax refunds amount $525
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $5,300,000
Number of returns with net capital gain (less loss) 580
Net capital gain (less loss) amount $1,094,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $4,350,000
Number of returns with taxable pensions and annuities 370
Taxable pensions and annuities amount $7,649,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [4] $1,426,000
Number of returns with taxable Social Security benefits 360
Taxable Social Security benefits amount $5,633,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $543,000
Number of returns with total statutory adjustments 790
Total statutory adjustments amount $2,638,000
Number of returns with educator expenses 70
Educator expenses amount $16,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $411,000
Number of returns with IRA payments 120
IRA payments amount $586,000
Number of returns with student loan interest deduction 280
Student loan interest deduction amount $242,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $144,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 760
Total itemized deductions amount $14,773,000
Amount of AGI for itemized returns $48,673,000
Number of returns with State and local income taxes 600
State and local income taxes amount $2,155,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $202,000
Number of returns with real estate taxes 470
Real estate taxes amount $2,075,000
Number of returns with taxes paid 760
Taxes paid amount $4,645,000
Number of returns with mortgage interest paid 380
Mortgage interest paid amount $4,304,000
Number of returns with contributions 560
Contributions amount $1,579,000
Number of returns with taxable income 2,970
Taxable income amount $128,982,000
Number of returns with income tax before credits 2,960
Income tax before credits amount $19,418,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,080
Total tax credits amount $1,429,000
Number of returns with foreign tax credit 250
Foreign tax credit amount $85,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $35,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $223,000
Number of returns with retirement savings contribution credit 70
Retirement savings contribution credit amount $13,000
Number of returns with child tax credit 670
Child tax credit amount $1,011,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $15,000
Number of returns with self-employment tax 250
Self-employment tax amount $857,000
Number of returns with total tax payments 2,940
Total tax payments amount $23,282,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 110
Additional child tax credit amount $130,000
Number of returns with refundable education credit 140
Refundable education credit amount $111,000
Number of returns with income tax 2,860
Income tax amount [7] $17,989,000
Number of returns with tax liability 2,880
Total tax liability amount [8] $18,878,000
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 720
Tax due at time of filing amount [9] $1,449,000
Number of returns with overpayments refunded 2,210
Overpayments refunded amount [10] $5,709,000

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

Number of returns [1] 2,500
Number of single returns 1,120
Number of joint returns 1,200
Number of head of household returns 140
Number of returns with paid preparer's signature 1,250
Number of exemptions 5,010
Number of dependents 1,320
Adjust gross income (AGI) [2] $217,101,000
Number of returns with total income 2,500
Salaries and wages amount $219,537,000
Number of returns with salaries and wages 2,310
Salaries and wages amount $189,666
Number of returns with taxable interest 1,080
Taxable interest amount $689
Number of returns with ordinary dividends 700
Ordinary dividends amount $2,087,000
Number of returns with qualified dividends 650
Qualified dividends amount [3] $1,449
Number of returns with state and local income tax refunds 650
State and local income tax refunds amount $819
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $4,965,000
Number of returns with net capital gain (less loss) 660
Net capital gain (less loss) amount $2,046,000
Number of returns with taxable individual retirement arrangements distributions 180
Taxable individual retirement arrangements distributions amount $3,541,000
Number of returns with taxable pensions and annuities 290
Taxable pensions and annuities amount $8,064,000
Number of farm returns 0
Number of returns with unemployment compensation 150
Unemployment compensation amount [4] $833,000
Number of returns with taxable Social Security benefits 250
Taxable Social Security benefits amount $4,966,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $910,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $2,435,000
Number of returns with educator expenses 50
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $286,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $409,000
Number of returns with IRA payments 80
IRA payments amount $479,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $130,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $69,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,130
Total itemized deductions amount $19,147,000
Amount of AGI for itemized returns $99,200,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $5,979,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $120,000
Number of returns with real estate taxes 510
Real estate taxes amount $2,277,000
Number of returns with taxes paid 1,120
Taxes paid amount $8,751,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $4,764,000
Number of returns with contributions 730
Contributions amount $1,816,000
Number of returns with taxable income 2,500
Taxable income amount $164,241,000
Number of returns with income tax before credits 2,490
Income tax before credits amount $27,034,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 910
Total tax credits amount $1,203,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $67,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $44,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $194,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 600
Child tax credit amount $868,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 210
Self-employment tax amount $789,000
Number of returns with total tax payments 2,470
Total tax payments amount $30,483,000
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 $89,000
Number of returns with income tax 2,480
Income tax amount [7] $25,831,000
Number of returns with tax liability 2,490
Total tax liability amount [8] $26,711,000
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 590
Tax due at time of filing amount [9] $1,617,000
Number of returns with overpayments refunded 1,870
Overpayments refunded amount [10] $5,236,000

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

Number of returns [1] 5,530
Number of single returns 1,840
Number of joint returns 3,430
Number of head of household returns 190
Number of returns with paid preparer's signature 2,520
Number of exemptions 12,190
Number of dependents 3,240
Adjust gross income (AGI) [2] $772,886,000
Number of returns with total income 5,530
Salaries and wages amount $779,919,000
Number of returns with salaries and wages 5,270
Salaries and wages amount $693,497
Number of returns with taxable interest 3,390
Taxable interest amount $2,912
Number of returns with ordinary dividends 2,470
Ordinary dividends amount $8,539,000
Number of returns with qualified dividends 2,330
Qualified dividends amount [3] $6,427
Number of returns with state and local income tax refunds 2,440
State and local income tax refunds amount $4,320
Number of returns with business or professional net income (less loss) 630
Business or professional net income (less loss) amount $13,183,000
Number of returns with net capital gain (less loss) 2,620
Net capital gain (less loss) amount $11,144,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $9,521,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $16,484,000
Number of farm returns 0
Number of returns with unemployment compensation 330
Unemployment compensation amount [4] $2,074,000
Number of returns with taxable Social Security benefits 420
Taxable Social Security benefits amount $9,051,000
Number of returns with partnership/S-corp net income (less loss) 280
Partnership/S-corp net income (less loss) amount $3,778,000
Number of returns with total statutory adjustments 1,350
Total statutory adjustments amount $7,033,000
Number of returns with educator expenses 90
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 70
Self-employment retirement plans amount $1,141,000
Number of returns with self-employment health insurance deduction 110
Self-employment health insurance deduction amount $755,000
Number of returns with IRA payments 300
IRA payments amount $1,745,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $203,000
Number of returns with tuition and fees deduction 170
Tuition and fees deduction amount $363,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,770
Total itemized deductions amount $86,797,000
Amount of AGI for itemized returns $542,051,000
Number of returns with State and local income taxes 3,670
State and local income taxes amount $37,000,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $230,000
Number of returns with real estate taxes 1,960
Real estate taxes amount $11,252,000
Number of returns with taxes paid 3,760
Taxes paid amount $49,478,000
Number of returns with mortgage interest paid 1,710
Mortgage interest paid amount $22,573,000
Number of returns with contributions 2,600
Contributions amount $7,118,000
Number of returns with taxable income 5,530
Taxable income amount $617,880,000
Number of returns with income tax before credits 5,520
Income tax before credits amount $118,791,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $844,000
Number of returns with total tax credits 2,000
Total tax credits amount $2,033,000
Number of returns with foreign tax credit 890
Foreign tax credit amount $527,000
Number of returns with child and dependent care credit 360
Child and dependent care credit amount $200,000
Number of returns with nonrefundable education credit 210
Nonrefundable education credit amount $276,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 750
Child tax credit amount $757,000
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $42,000
Number of returns with self-employment tax 470
Self-employment tax amount $1,879,000
Number of returns with total tax payments 5,500
Total tax payments amount $126,150,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 170
Refundable education credit amount $151,000
Number of returns with income tax 5,510
Income tax amount [7] $116,758,000
Number of returns with tax liability 5,520
Total tax liability amount [8] $118,912,000
Number of returns with Additional Medicare tax 100
Additional Medicare tax $23,000
Number of returns with net investment income tax 20
Net investment income tax $23,000
Number of returns with tax due at time of filing 1,760
Tax due at time of filing amount [9] $7,131,000
Number of returns with overpayments refunded 3,660
Overpayments refunded amount [10] $13,736,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 2,780
Number of single returns 440
Number of joint returns 2,240
Number of head of household returns 60
Number of returns with paid preparer's signature 1,240
Number of exemptions 7,460
Number of dependents 2,440
Adjust gross income (AGI) [2] $974,869,000
Number of returns with total income 2,780
Salaries and wages amount $980,639,000
Number of returns with salaries and wages 2,690
Salaries and wages amount $831,985
Number of returns with taxable interest 2,340
Taxable interest amount $4,071
Number of returns with ordinary dividends 2,020
Ordinary dividends amount $17,755,000
Number of returns with qualified dividends 1,950
Qualified dividends amount [3] $13,452
Number of returns with state and local income tax refunds 1,360
State and local income tax refunds amount $3,588
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $15,542,000
Number of returns with net capital gain (less loss) 2,190
Net capital gain (less loss) amount $60,968,000
Number of returns with taxable individual retirement arrangements distributions 160
Taxable individual retirement arrangements distributions amount $4,111,000
Number of returns with taxable pensions and annuities 210
Taxable pensions and annuities amount $8,221,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [4] $1,157,000
Number of returns with taxable Social Security benefits 130
Taxable Social Security benefits amount $3,220,000
Number of returns with partnership/S-corp net income (less loss) 290
Partnership/S-corp net income (less loss) amount $24,996,000
Number of returns with total statutory adjustments 500
Total statutory adjustments amount $5,770,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 90
Self-employment retirement plans amount $2,153,000
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $665,000
Number of returns with IRA payments 30
IRA payments amount $294,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $232,000
Number of returns with itemized deductions 2,710
Total itemized deductions amount $128,360,000
Amount of AGI for itemized returns $950,702,000
Number of returns with State and local income taxes 2,670
State and local income taxes amount $83,407,000
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 1,720
Real estate taxes amount $13,297,000
Number of returns with taxes paid 2,710
Taxes paid amount $98,233,000
Number of returns with mortgage interest paid 1,510
Mortgage interest paid amount $23,153,000
Number of returns with contributions 2,070
Contributions amount $9,767,000
Number of returns with taxable income 2,780
Taxable income amount $823,822,000
Number of returns with income tax before credits 2,780
Income tax before credits amount $223,284,000
Number of returns with alternative minimum tax 2,020
Alternative minimum tax amount $12,639,000
Number of returns with total tax credits 1,300
Total tax credits amount $3,704,000
Number of returns with foreign tax credit 950
Foreign tax credit amount $2,915,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $207,000
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 80
Residential energy tax credit amount $84,000
Number of returns with self-employment tax 290
Self-employment tax amount $1,903,000
Number of returns with total tax payments 2,770
Total tax payments amount $203,825,000
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 2,780
Income tax amount [7] $219,605,000
Number of returns with tax liability 2,780
Total tax liability amount [8] $226,449,000
Number of returns with Additional Medicare tax 1,720
Additional Medicare tax $2,401,000
Number of returns with net investment income tax 1,600
Net investment income tax $2,401,000
Number of returns with tax due at time of filing 1,790
Tax due at time of filing amount [9] $30,299,000
Number of returns with overpayments refunded 880
Overpayments refunded amount [10] $5,692,000

[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.