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ZIP Code Database - Facts & Stats

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ZIP Code 94404 Income Tax Stats

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

ZIP Code 94404 Data

Zip Code:94404
City:San Mateo
State:CA [California]
Counties: SAN MATEO, CA
City Alias(es):San Mateo
Area Code:650
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




94404 Income Tax Overview

Total Number of Tax Returns for ZIP Code 94404 [1] 17,050
Total Number of Single Tax Returns for ZIP Code 94404 5,540
Total Number of Joint Tax Returns for ZIP Code 94404 7,900
Total Number of Dependents for ZIP Code 94404 9,440
Total Adjusted Gross Income for ZIP Code 94404 $2,318,251,000
Average Income per Person for ZIP Code 94404 $68,691
Average Income per Household for ZIP Code 94404 $135,968

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] 3,170
Number of single returns 2,600
Number of joint returns 370
Number of head of household returns 130
Number of returns with paid preparer's signature 1,430
Number of exemptions 3,130
Number of dependents 420
Adjust gross income (AGI) [2] $35,135,000
Number of returns with total income 3,170
Salaries and wages amount $36,688,000
Number of returns with salaries and wages 2,100
Salaries and wages amount $25,749
Number of returns with taxable interest 930
Taxable interest amount $874
Number of returns with ordinary dividends 800
Ordinary dividends amount $1,825,000
Number of returns with qualified dividends 730
Qualified dividends amount [3] $1,108
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $131
Number of returns with business or professional net income (less loss) 500
Business or professional net income (less loss) amount $3,965,000
Number of returns with net capital gain (less loss) 730
Net capital gain (less loss) amount $306,000
Number of returns with taxable individual retirement arrangements distributions 260
Taxable individual retirement arrangements distributions amount $1,783,000
Number of returns with taxable pensions and annuities 430
Taxable pensions and annuities amount $3,193,000
Number of farm returns 0
Number of returns with unemployment compensation 170
Unemployment compensation amount [4] $1,392,000
Number of returns with taxable Social Security benefits 180
Taxable Social Security benefits amount $372,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount ($92,000)
Number of returns with total statutory adjustments 670
Total statutory adjustments amount $1,553,000
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 110
Self-employment health insurance deduction amount $548,000
Number of returns with IRA payments 30
IRA payments amount $126,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $99,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $162,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $32,000
Number of returns with itemized deductions 430
Total itemized deductions amount $8,885,000
Amount of AGI for itemized returns $5,893,000
Number of returns with State and local income taxes 110
State and local income taxes amount $293,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $166,000
Number of returns with real estate taxes 300
Real estate taxes amount $1,432,000
Number of returns with taxes paid 420
Taxes paid amount $2,018,000
Number of returns with mortgage interest paid 210
Mortgage interest paid amount $2,383,000
Number of returns with contributions 260
Contributions amount $356,000
Number of returns with taxable income 1,500
Taxable income amount $9,045,000
Number of returns with income tax before credits 1,390
Income tax before credits amount $917,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 380
Total tax credits amount $139,000
Number of returns with foreign tax credit 70
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 190
Nonrefundable education credit amount $103,000
Number of returns with retirement savings contribution credit 100
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 30
Child tax credit amount $9,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 460
Self-employment tax amount $675,000
Number of returns with total tax payments 2,400
Total tax payments amount $3,707,000
Number of returns with earned income credit 470
Earned income credit amount [5] $650,000
Number of returns with excess earned income credit 340
Excess earned income credit (refundable) amount [6] $483,000
Number of returns with additional child tax credit 140
Additional child tax credit amount $162,000
Number of returns with refundable education credit 170
Refundable education credit amount $127,000
Number of returns with income tax 1,210
Income tax amount [7] $778,000
Number of returns with tax liability 1,580
Total tax liability amount [8] $1,502,000
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 530
Tax due at time of filing amount [9] $501,000
Number of returns with overpayments refunded 2,090
Overpayments refunded amount [10] $2,585,000

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

Number of returns [1] 2,120
Number of single returns 1,410
Number of joint returns 500
Number of head of household returns 160
Number of returns with paid preparer's signature 1,040
Number of exemptions 3,200
Number of dependents 610
Adjust gross income (AGI) [2] $78,913,000
Number of returns with total income 2,120
Salaries and wages amount $81,082,000
Number of returns with salaries and wages 1,590
Salaries and wages amount $55,957
Number of returns with taxable interest 810
Taxable interest amount $1,130
Number of returns with ordinary dividends 570
Ordinary dividends amount $2,125,000
Number of returns with qualified dividends 520
Qualified dividends amount [3] $1,363
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $273
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $5,678,000
Number of returns with net capital gain (less loss) 530
Net capital gain (less loss) amount $1,199,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,517,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $6,643,000
Number of farm returns 0
Number of returns with unemployment compensation 160
Unemployment compensation amount [4] $1,398,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $3,517,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $120,000
Number of returns with total statutory adjustments 610
Total statutory adjustments amount $2,169,000
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 110
Self-employment health insurance deduction amount $627,000
Number of returns with IRA payments 80
IRA payments amount $362,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $247,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 560
Total itemized deductions amount $11,358,000
Amount of AGI for itemized returns $21,394,000
Number of returns with State and local income taxes 280
State and local income taxes amount $809,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $236,000
Number of returns with real estate taxes 420
Real estate taxes amount $1,994,000
Number of returns with taxes paid 550
Taxes paid amount $3,171,000
Number of returns with mortgage interest paid 310
Mortgage interest paid amount $3,338,000
Number of returns with contributions 410
Contributions amount $770,000
Number of returns with taxable income 1,990
Taxable income amount $44,379,000
Number of returns with income tax before credits 1,940
Income tax before credits amount $5,537,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 580
Total tax credits amount $451,000
Number of returns with foreign tax credit 150
Foreign tax credit amount $38,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $17,000
Number of returns with nonrefundable education credit 200
Nonrefundable education credit amount $181,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $28,000
Number of returns with child tax credit 190
Child tax credit amount $172,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $9,000
Number of returns with self-employment tax 300
Self-employment tax amount $941,000
Number of returns with total tax payments 1,940
Total tax payments amount $8,536,000
Number of returns with earned income credit 150
Earned income credit amount [5] $286,000
Number of returns with excess earned income credit 110
Excess earned income credit (refundable) amount [6] $187,000
Number of returns with additional child tax credit 130
Additional child tax credit amount $185,000
Number of returns with refundable education credit 100
Refundable education credit amount $79,000
Number of returns with income tax 1,790
Income tax amount [7] $5,086,000
Number of returns with tax liability 1,890
Total tax liability amount [8] $6,082,000
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 500
Tax due at time of filing amount [9] $992,000
Number of returns with overpayments refunded 1,480
Overpayments refunded amount [10] $3,220,000

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

Number of returns [1] 1,990
Number of single returns 1,170
Number of joint returns 580
Number of head of household returns 160
Number of returns with paid preparer's signature 1,090
Number of exemptions 3,230
Number of dependents 660
Adjust gross income (AGI) [2] $124,032,000
Number of returns with total income 1,990
Salaries and wages amount $126,953,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $85,976
Number of returns with taxable interest 960
Taxable interest amount $1,462
Number of returns with ordinary dividends 680
Ordinary dividends amount $3,526,000
Number of returns with qualified dividends 620
Qualified dividends amount [3] $2,328
Number of returns with state and local income tax refunds 440
State and local income tax refunds amount $569
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $7,059,000
Number of returns with net capital gain (less loss) 610
Net capital gain (less loss) amount $1,076,000
Number of returns with taxable individual retirement arrangements distributions 320
Taxable individual retirement arrangements distributions amount $5,124,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $11,749,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [4] $1,089,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $7,767,000
Number of returns with partnership/S-corp net income (less loss) 130
Partnership/S-corp net income (less loss) amount $1,159,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $2,921,000
Number of returns with educator expenses 40
Educator expenses amount $11,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $499,000
Number of returns with self-employment health insurance deduction 120
Self-employment health insurance deduction amount $823,000
Number of returns with IRA payments 90
IRA payments amount $446,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $162,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $110,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 840
Total itemized deductions amount $18,635,000
Amount of AGI for itemized returns $52,478,000
Number of returns with State and local income taxes 610
State and local income taxes amount $2,381,000
Number of returns with State and local general sales tax 200
State and local general sales tax amount $277,000
Number of returns with real estate taxes 630
Real estate taxes amount $3,160,000
Number of returns with taxes paid 840
Taxes paid amount $6,097,000
Number of returns with mortgage interest paid 500
Mortgage interest paid amount $5,753,000
Number of returns with contributions 670
Contributions amount $1,439,000
Number of returns with taxable income 1,960
Taxable income amount $84,010,000
Number of returns with income tax before credits 1,950
Income tax before credits amount $12,581,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 600
Total tax credits amount $662,000
Number of returns with foreign tax credit 230
Foreign tax credit amount $105,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $28,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $132,000
Number of returns with retirement savings contribution credit 30
Retirement savings contribution credit amount $7,000
Number of returns with child tax credit 270
Child tax credit amount $354,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 260
Self-employment tax amount $1,137,000
Number of returns with total tax payments 1,910
Total tax payments amount $15,429,000
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 50
Additional child tax credit amount $60,000
Number of returns with refundable education credit 80
Refundable education credit amount $67,000
Number of returns with income tax 1,900
Income tax amount [7] $11,919,000
Number of returns with tax liability 1,930
Total tax liability amount [8] $13,103,000
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] $1,514,000
Number of returns with overpayments refunded 1,280
Overpayments refunded amount [10] $3,431,000

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

Number of returns [1] 1,980
Number of single returns 1,010
Number of joint returns 780
Number of head of household returns 150
Number of returns with paid preparer's signature 1,040
Number of exemptions 3,570
Number of dependents 820
Adjust gross income (AGI) [2] $172,583,000
Number of returns with total income 1,980
Salaries and wages amount $175,206,000
Number of returns with salaries and wages 1,650
Salaries and wages amount $129,265
Number of returns with taxable interest 1,050
Taxable interest amount $1,529
Number of returns with ordinary dividends 800
Ordinary dividends amount $3,373,000
Number of returns with qualified dividends 750
Qualified dividends amount [3] $2,144
Number of returns with state and local income tax refunds 690
State and local income tax refunds amount $911
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $6,082,000
Number of returns with net capital gain (less loss) 750
Net capital gain (less loss) amount $1,938,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $6,025,000
Number of returns with taxable pensions and annuities 410
Taxable pensions and annuities amount $14,486,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $920,000
Number of returns with taxable Social Security benefits 440
Taxable Social Security benefits amount $8,485,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $1,332,000
Number of returns with total statutory adjustments 440
Total statutory adjustments amount $2,623,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $309,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $722,000
Number of returns with IRA payments 70
IRA payments amount $396,000
Number of returns with student loan interest deduction 60
Student loan interest deduction amount $84,000
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 1,230
Total itemized deductions amount $24,834,000
Amount of AGI for itemized returns $108,388,000
Number of returns with State and local income taxes 1,100
State and local income taxes amount $5,905,000
Number of returns with State and local general sales tax 120
State and local general sales tax amount $211,000
Number of returns with real estate taxes 770
Real estate taxes amount $3,870,000
Number of returns with taxes paid 1,230
Taxes paid amount $10,266,000
Number of returns with mortgage interest paid 630
Mortgage interest paid amount $7,821,000
Number of returns with contributions 920
Contributions amount $2,062,000
Number of returns with taxable income 1,960
Taxable income amount $126,534,000
Number of returns with income tax before credits 1,960
Income tax before credits amount $21,111,000
Number of returns with alternative minimum tax 30
Alternative minimum tax amount $47,000
Number of returns with total tax credits 700
Total tax credits amount $792,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $103,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $30,000
Number of returns with nonrefundable education credit 120
Nonrefundable education credit amount $136,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 330
Child tax credit amount $451,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $11,000
Number of returns with self-employment tax 210
Self-employment tax amount $979,000
Number of returns with total tax payments 1,940
Total tax payments amount $23,872,000
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 80
Refundable education credit amount $63,000
Number of returns with income tax 1,940
Income tax amount [7] $20,319,000
Number of returns with tax liability 1,950
Total tax liability amount [8] $21,380,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 580
Tax due at time of filing amount [9] $1,890,000
Number of returns with overpayments refunded 1,290
Overpayments refunded amount [10] $3,949,000

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

Number of returns [1] 4,640
Number of single returns 1,330
Number of joint returns 2,970
Number of head of household returns 280
Number of returns with paid preparer's signature 2,400
Number of exemptions 10,930
Number of dependents 3,330
Adjust gross income (AGI) [2] $656,274,000
Number of returns with total income 4,640
Salaries and wages amount $666,453,000
Number of returns with salaries and wages 4,170
Salaries and wages amount $523,473
Number of returns with taxable interest 3,090
Taxable interest amount $3,538
Number of returns with ordinary dividends 2,340
Ordinary dividends amount $12,052,000
Number of returns with qualified dividends 2,200
Qualified dividends amount [3] $8,751
Number of returns with state and local income tax refunds 2,310
State and local income tax refunds amount $4,517
Number of returns with business or professional net income (less loss) 830
Business or professional net income (less loss) amount $22,913,000
Number of returns with net capital gain (less loss) 2,310
Net capital gain (less loss) amount $11,821,000
Number of returns with taxable individual retirement arrangements distributions 580
Taxable individual retirement arrangements distributions amount $16,132,000
Number of returns with taxable pensions and annuities 840
Taxable pensions and annuities amount $34,299,000
Number of farm returns 0
Number of returns with unemployment compensation 320
Unemployment compensation amount [4] $2,197,000
Number of returns with taxable Social Security benefits 770
Taxable Social Security benefits amount $18,074,000
Number of returns with partnership/S-corp net income (less loss) 480
Partnership/S-corp net income (less loss) amount $8,910,000
Number of returns with total statutory adjustments 1,340
Total statutory adjustments amount $10,179,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $2,390,000
Number of returns with self-employment health insurance deduction 240
Self-employment health insurance deduction amount $1,864,000
Number of returns with IRA payments 270
IRA payments amount $1,657,000
Number of returns with student loan interest deduction 180
Student loan interest deduction amount $175,000
Number of returns with tuition and fees deduction 110
Tuition and fees deduction amount $196,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,630
Total itemized deductions amount $102,020,000
Amount of AGI for itemized returns $523,152,000
Number of returns with State and local income taxes 3,450
State and local income taxes amount $33,175,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $379,000
Number of returns with real estate taxes 2,530
Real estate taxes amount $15,997,000
Number of returns with taxes paid 3,630
Taxes paid amount $50,848,000
Number of returns with mortgage interest paid 2,210
Mortgage interest paid amount $32,581,000
Number of returns with contributions 2,890
Contributions amount $7,947,000
Number of returns with taxable income 4,630
Taxable income amount $500,219,000
Number of returns with income tax before credits 4,620
Income tax before credits amount $94,208,000
Number of returns with alternative minimum tax 320
Alternative minimum tax amount $819,000
Number of returns with total tax credits 1,890
Total tax credits amount $1,997,000
Number of returns with foreign tax credit 880
Foreign tax credit amount $572,000
Number of returns with child and dependent care credit 390
Child and dependent care credit amount $208,000
Number of returns with nonrefundable education credit 220
Nonrefundable education credit amount $296,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 590
Child tax credit amount $646,000
Number of returns with residential energy tax credit 100
Residential energy tax credit amount $60,000
Number of returns with self-employment tax 660
Self-employment tax amount $3,390,000
Number of returns with total tax payments 4,600
Total tax payments amount $101,597,000
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 200
Refundable education credit amount $178,000
Number of returns with income tax 4,610
Income tax amount [7] $92,211,000
Number of returns with tax liability 4,620
Total tax liability amount [8] $95,958,000
Number of returns with Additional Medicare tax 90
Additional Medicare tax $29,000
Number of returns with net investment income tax 30
Net investment income tax $29,000
Number of returns with tax due at time of filing 1,690
Tax due at time of filing amount [9] $7,794,000
Number of returns with overpayments refunded 2,700
Overpayments refunded amount [10] $11,728,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 3,150
Number of single returns 340
Number of joint returns 2,700
Number of head of household returns 80
Number of returns with paid preparer's signature 1,750
Number of exemptions 9,440
Number of dependents 3,600
Adjust gross income (AGI) [2] $1,251,314,000
Number of returns with total income 3,150
Salaries and wages amount $1,264,696,000
Number of returns with salaries and wages 2,980
Salaries and wages amount $953,374
Number of returns with taxable interest 2,610
Taxable interest amount $12,744
Number of returns with ordinary dividends 2,260
Ordinary dividends amount $24,372,000
Number of returns with qualified dividends 2,190
Qualified dividends amount [3] $18,400
Number of returns with state and local income tax refunds 1,440
State and local income tax refunds amount $5,248
Number of returns with business or professional net income (less loss) 620
Business or professional net income (less loss) amount $37,193,000
Number of returns with net capital gain (less loss) 2,340
Net capital gain (less loss) amount $121,922,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $8,977,000
Number of returns with taxable pensions and annuities 400
Taxable pensions and annuities amount $14,962,000
Number of farm returns 0
Number of returns with unemployment compensation 240
Unemployment compensation amount [4] $1,535,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $6,600,000
Number of returns with partnership/S-corp net income (less loss) 600
Partnership/S-corp net income (less loss) amount $63,479,000
Number of returns with total statutory adjustments 810
Total statutory adjustments amount $13,382,000
Number of returns with educator expenses 30
Educator expenses amount $8,000
Number of returns with self-employment retirement plans 180
Self-employment retirement plans amount $5,408,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,153,000
Number of returns with IRA payments 60
IRA payments amount $541,000
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 40
Domestic production activities deduction amount $277,000
Number of returns with itemized deductions 3,080
Total itemized deductions amount $186,667,000
Amount of AGI for itemized returns $1,227,295,000
Number of returns with State and local income taxes 3,040
State and local income taxes amount $106,819,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $68,000
Number of returns with real estate taxes 2,410
Real estate taxes amount $21,824,000
Number of returns with taxes paid 3,080
Taxes paid amount $130,051,000
Number of returns with mortgage interest paid 2,210
Mortgage interest paid amount $40,192,000
Number of returns with contributions 2,620
Contributions amount $18,378,000
Number of returns with taxable income 3,150
Taxable income amount $1,038,687,000
Number of returns with income tax before credits 3,150
Income tax before credits amount $288,654,000
Number of returns with alternative minimum tax 2,390
Alternative minimum tax amount $19,136,000
Number of returns with total tax credits 1,580
Total tax credits amount $5,493,000
Number of returns with foreign tax credit 1,070
Foreign tax credit amount $3,922,000
Number of returns with child and dependent care credit 580
Child and dependent care credit amount $259,000
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 120
Residential energy tax credit amount $81,000
Number of returns with self-employment tax 560
Self-employment tax amount $4,256,000
Number of returns with total tax payments 3,130
Total tax payments amount $272,070,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 3,150
Income tax amount [7] $284,307,000
Number of returns with tax liability 3,150
Total tax liability amount [8] $295,155,000
Number of returns with Additional Medicare tax 1,930
Additional Medicare tax $3,109,000
Number of returns with net investment income tax 1,750
Net investment income tax $3,109,000
Number of returns with tax due at time of filing 1,940
Tax due at time of filing amount [9] $40,182,000
Number of returns with overpayments refunded 950
Overpayments refunded amount [10] $11,171,000

[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.