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ZIP Code Database - Facts & Stats

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ZIP Code 95037 Income Tax Stats

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

ZIP Code 95037 Data

Zip Code:95037
City:Morgan Hill
State:CA [California]
Counties: SANTA CLARA, CA
City Alias(es):Morgan Hill
Area Code:408 / 669
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





95037 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95037 [1] 21,190
Total Number of Single Tax Returns for ZIP Code 95037 7,410
Total Number of Joint Tax Returns for ZIP Code 95037 9,690
Total Number of Dependents for ZIP Code 95037 16,940
Total Adjusted Gross Income for ZIP Code 95037 $2,172,795,000
Average Income per Person for ZIP Code 95037 $47,671
Average Income per Household for ZIP Code 95037 $102,539

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] 6,180
Number of single returns 4,660
Number of joint returns 620
Number of head of household returns 830
Number of returns with paid preparer's signature 3,280
Number of exemptions 8,110
Number of dependents 2,750
Adjust gross income (AGI) [2] $74,325,000
Number of returns with total income 6,180
Salaries and wages amount $76,020,000
Number of returns with salaries and wages 4,810
Salaries and wages amount $56,239
Number of returns with taxable interest 990
Taxable interest amount $811
Number of returns with ordinary dividends 660
Ordinary dividends amount $1,155,000
Number of returns with qualified dividends 610
Qualified dividends amount [3] $639
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $101
Number of returns with business or professional net income (less loss) 820
Business or professional net income (less loss) amount $6,279,000
Number of returns with net capital gain (less loss) 590
Net capital gain (less loss) amount $275,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $2,045,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $6,126,000
Number of farm returns 30
Number of returns with unemployment compensation 420
Unemployment compensation amount [4] $2,422,000
Number of returns with taxable Social Security benefits 230
Taxable Social Security benefits amount $422,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $314,000
Number of returns with total statutory adjustments 1,060
Total statutory adjustments amount $1,695,000
Number of returns with educator expenses 30
Educator expenses amount $5,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 130
Self-employment health insurance deduction amount $543,000
Number of returns with IRA payments 30
IRA payments amount $102,000
Number of returns with student loan interest deduction 170
Student loan interest deduction amount $158,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $181,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 470
Total itemized deductions amount $9,326,000
Amount of AGI for itemized returns $6,575,000
Number of returns with State and local income taxes 120
State and local income taxes amount $420,000
Number of returns with State and local general sales tax 300
State and local general sales tax amount $222,000
Number of returns with real estate taxes 350
Real estate taxes amount $1,370,000
Number of returns with taxes paid 460
Taxes paid amount $2,114,000
Number of returns with mortgage interest paid 270
Mortgage interest paid amount $2,824,000
Number of returns with contributions 300
Contributions amount $486,000
Number of returns with taxable income 2,830
Taxable income amount $16,610,000
Number of returns with income tax before credits 2,740
Income tax before credits amount $1,738,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 760
Total tax credits amount $278,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $2,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $7,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $158,000
Number of returns with retirement savings contribution credit 170
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 240
Child tax credit amount $83,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 770
Self-employment tax amount $1,032,000
Number of returns with total tax payments 5,340
Total tax payments amount $9,496,000
Number of returns with earned income credit 1,490
Earned income credit amount [5] $3,222,000
Number of returns with excess earned income credit 1,260
Excess earned income credit (refundable) amount [6] $2,821,000
Number of returns with additional child tax credit 1,080
Additional child tax credit amount $1,398,000
Number of returns with refundable education credit 390
Refundable education credit amount $262,000
Number of returns with income tax 2,280
Income tax amount [7] $1,459,000
Number of returns with tax liability 2,880
Total tax liability amount [8] $2,509,000
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 800
Tax due at time of filing amount [9] $677,000
Number of returns with overpayments refunded 4,830
Overpayments refunded amount [10] $7,653,000

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

Number of returns [1] 3,630
Number of single returns 1,830
Number of joint returns 960
Number of head of household returns 760
Number of returns with paid preparer's signature 2,230
Number of exemptions 7,730
Number of dependents 3,160
Adjust gross income (AGI) [2] $132,045,000
Number of returns with total income 3,630
Salaries and wages amount $134,743,000
Number of returns with salaries and wages 3,000
Salaries and wages amount $101,533
Number of returns with taxable interest 850
Taxable interest amount $704
Number of returns with ordinary dividends 510
Ordinary dividends amount $1,303,000
Number of returns with qualified dividends 450
Qualified dividends amount [3] $796
Number of returns with state and local income tax refunds 270
State and local income tax refunds amount $272
Number of returns with business or professional net income (less loss) 510
Business or professional net income (less loss) amount $8,592,000
Number of returns with net capital gain (less loss) 450
Net capital gain (less loss) amount $963,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $3,067,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $10,359,000
Number of farm returns 0
Number of returns with unemployment compensation 340
Unemployment compensation amount [4] $2,401,000
Number of returns with taxable Social Security benefits 570
Taxable Social Security benefits amount $3,807,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $836,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $2,698,000
Number of returns with educator expenses 50
Educator expenses amount $12,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 140
Self-employment health insurance deduction amount $881,000
Number of returns with IRA payments 60
IRA payments amount $264,000
Number of returns with student loan interest deduction 260
Student loan interest deduction amount $264,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $36,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 790
Total itemized deductions amount $16,325,000
Amount of AGI for itemized returns $30,371,000
Number of returns with State and local income taxes 380
State and local income taxes amount $1,147,000
Number of returns with State and local general sales tax 370
State and local general sales tax amount $382,000
Number of returns with real estate taxes 620
Real estate taxes amount $2,646,000
Number of returns with taxes paid 780
Taxes paid amount $4,385,000
Number of returns with mortgage interest paid 520
Mortgage interest paid amount $5,815,000
Number of returns with contributions 580
Contributions amount $1,259,000
Number of returns with taxable income 3,350
Taxable income amount $64,476,000
Number of returns with income tax before credits 3,310
Income tax before credits amount $7,930,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,420
Total tax credits amount $1,265,000
Number of returns with foreign tax credit 120
Foreign tax credit amount $10,000
Number of returns with child and dependent care credit 120
Child and dependent care credit amount $66,000
Number of returns with nonrefundable education credit 300
Nonrefundable education credit amount $268,000
Number of returns with retirement savings contribution credit 280
Retirement savings contribution credit amount $44,000
Number of returns with child tax credit 900
Child tax credit amount $848,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 430
Self-employment tax amount $1,442,000
Number of returns with total tax payments 3,450
Total tax payments amount $13,799,000
Number of returns with earned income credit 660
Earned income credit amount [5] $1,172,000
Number of returns with excess earned income credit 480
Excess earned income credit (refundable) amount [6] $893,000
Number of returns with additional child tax credit 740
Additional child tax credit amount $1,200,000
Number of returns with refundable education credit 230
Refundable education credit amount $167,000
Number of returns with income tax 2,680
Income tax amount [7] $6,665,000
Number of returns with tax liability 2,880
Total tax liability amount [8] $8,173,000
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] $1,339,000
Number of returns with overpayments refunded 2,810
Overpayments refunded amount [10] $6,834,000

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

Number of returns [1] 2,360
Number of single returns 1,000
Number of joint returns 970
Number of head of household returns 330
Number of returns with paid preparer's signature 1,420
Number of exemptions 5,160
Number of dependents 1,840
Adjust gross income (AGI) [2] $146,359,000
Number of returns with total income 2,360
Salaries and wages amount $148,819,000
Number of returns with salaries and wages 1,930
Salaries and wages amount $108,102
Number of returns with taxable interest 960
Taxable interest amount $912
Number of returns with ordinary dividends 560
Ordinary dividends amount $2,134,000
Number of returns with qualified dividends 510
Qualified dividends amount [3] $1,359
Number of returns with state and local income tax refunds 610
State and local income tax refunds amount $682
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $7,374,000
Number of returns with net capital gain (less loss) 520
Net capital gain (less loss) amount $1,001,000
Number of returns with taxable individual retirement arrangements distributions 290
Taxable individual retirement arrangements distributions amount $4,398,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $13,290,000
Number of farm returns 20
Number of returns with unemployment compensation 260
Unemployment compensation amount [4] $1,719,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $7,312,000
Number of returns with partnership/S-corp net income (less loss) 110
Partnership/S-corp net income (less loss) amount $982,000
Number of returns with total statutory adjustments 640
Total statutory adjustments amount $2,459,000
Number of returns with educator expenses 80
Educator expenses amount $20,000
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 $735,000
Number of returns with IRA payments 50
IRA payments amount $269,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $164,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $56,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,090
Total itemized deductions amount $25,062,000
Amount of AGI for itemized returns $68,597,000
Number of returns with State and local income taxes 810
State and local income taxes amount $2,721,000
Number of returns with State and local general sales tax 260
State and local general sales tax amount $394,000
Number of returns with real estate taxes 910
Real estate taxes amount $4,283,000
Number of returns with taxes paid 1,090
Taxes paid amount $7,721,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $9,622,000
Number of returns with contributions 880
Contributions amount $1,981,000
Number of returns with taxable income 2,320
Taxable income amount $90,248,000
Number of returns with income tax before credits 2,300
Income tax before credits amount $12,925,000
Number of returns with alternative minimum tax 20
Alternative minimum tax amount $21,000
Number of returns with total tax credits 950
Total tax credits amount $1,279,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $58,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $172,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 650
Child tax credit amount $956,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $27,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,238,000
Number of returns with total tax payments 2,290
Total tax payments amount $15,897,000
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 140
Additional child tax credit amount $210,000
Number of returns with refundable education credit 140
Refundable education credit amount $103,000
Number of returns with income tax 2,170
Income tax amount [7] $11,645,000
Number of returns with tax liability 2,220
Total tax liability amount [8] $12,978,000
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 680
Tax due at time of filing amount [9] $1,928,000
Number of returns with overpayments refunded 1,610
Overpayments refunded amount [10] $4,624,000

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

Number of returns [1] 1,900
Number of single returns 550
Number of joint returns 1,140
Number of head of household returns 190
Number of returns with paid preparer's signature 1,160
Number of exemptions 4,530
Number of dependents 1,490
Adjust gross income (AGI) [2] $165,648,000
Number of returns with total income 1,900
Salaries and wages amount $168,211,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $118,920
Number of returns with taxable interest 1,020
Taxable interest amount $1,102
Number of returns with ordinary dividends 590
Ordinary dividends amount $2,168,000
Number of returns with qualified dividends 530
Qualified dividends amount [3] $1,371
Number of returns with state and local income tax refunds 810
State and local income tax refunds amount $1,278
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $6,813,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $2,458,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $5,181,000
Number of returns with taxable pensions and annuities 520
Taxable pensions and annuities amount $17,054,000
Number of farm returns 0
Number of returns with unemployment compensation 200
Unemployment compensation amount [4] $1,386,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $9,265,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,217,000
Number of returns with total statutory adjustments 560
Total statutory adjustments amount $2,563,000
Number of returns with educator expenses 80
Educator expenses amount $18,000
Number of returns with self-employment retirement plans 30
Self-employment retirement plans amount $288,000
Number of returns with self-employment health insurance deduction 90
Self-employment health insurance deduction amount $636,000
Number of returns with IRA payments 70
IRA payments amount $367,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $127,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $26,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,300
Total itemized deductions amount $32,361,000
Amount of AGI for itemized returns $114,478,000
Number of returns with State and local income taxes 1,080
State and local income taxes amount $5,087,000
Number of returns with State and local general sales tax 190
State and local general sales tax amount $397,000
Number of returns with real estate taxes 1,090
Real estate taxes amount $5,455,000
Number of returns with taxes paid 1,300
Taxes paid amount $11,434,000
Number of returns with mortgage interest paid 990
Mortgage interest paid amount $12,900,000
Number of returns with contributions 1,080
Contributions amount $2,895,000
Number of returns with taxable income 1,890
Taxable income amount $109,274,000
Number of returns with income tax before credits 1,880
Income tax before credits amount $16,541,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 820
Total tax credits amount $1,353,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $33,000
Number of returns with child and dependent care credit 110
Child and dependent care credit amount $71,000
Number of returns with nonrefundable education credit 160
Nonrefundable education credit amount $177,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 530
Child tax credit amount $889,000
Number of returns with residential energy tax credit 70
Residential energy tax credit amount $101,000
Number of returns with self-employment tax 300
Self-employment tax amount $1,194,000
Number of returns with total tax payments 1,850
Total tax payments amount $19,147,000
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 40
Additional child tax credit amount $48,000
Number of returns with refundable education credit 120
Refundable education credit amount $87,000
Number of returns with income tax 1,850
Income tax amount [7] $15,188,000
Number of returns with tax liability 1,860
Total tax liability amount [8] $16,492,000
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] $1,913,000
Number of returns with overpayments refunded 1,240
Overpayments refunded amount [10] $4,219,000

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

Number of returns [1] 4,450
Number of single returns 620
Number of joint returns 3,570
Number of head of household returns 230
Number of returns with paid preparer's signature 2,710
Number of exemptions 12,490
Number of dependents 4,480
Adjust gross income (AGI) [2] $637,451,000
Number of returns with total income 4,450
Salaries and wages amount $647,249,000
Number of returns with salaries and wages 3,980
Salaries and wages amount $499,967
Number of returns with taxable interest 2,990
Taxable interest amount $3,165
Number of returns with ordinary dividends 1,800
Ordinary dividends amount $7,133,000
Number of returns with qualified dividends 1,690
Qualified dividends amount [3] $5,008
Number of returns with state and local income tax refunds 2,520
State and local income tax refunds amount $5,637
Number of returns with business or professional net income (less loss) 1,020
Business or professional net income (less loss) amount $27,485,000
Number of returns with net capital gain (less loss) 1,790
Net capital gain (less loss) amount $9,031,000
Number of returns with taxable individual retirement arrangements distributions 620
Taxable individual retirement arrangements distributions amount $14,898,000
Number of returns with taxable pensions and annuities 1,060
Taxable pensions and annuities amount $48,017,000
Number of farm returns 30
Number of returns with unemployment compensation 440
Unemployment compensation amount [4] $3,148,000
Number of returns with taxable Social Security benefits 750
Taxable Social Security benefits amount $16,303,000
Number of returns with partnership/S-corp net income (less loss) 410
Partnership/S-corp net income (less loss) amount $7,660,000
Number of returns with total statutory adjustments 1,510
Total statutory adjustments amount $9,797,000
Number of returns with educator expenses 250
Educator expenses amount $68,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $2,011,000
Number of returns with self-employment health insurance deduction 260
Self-employment health insurance deduction amount $2,256,000
Number of returns with IRA payments 170
IRA payments amount $1,030,000
Number of returns with student loan interest deduction 270
Student loan interest deduction amount $256,000
Number of returns with tuition and fees deduction 100
Tuition and fees deduction amount $174,000
Returns with domestic production activities deduction 40
Domestic production activities deduction amount $156,000
Number of returns with itemized deductions 3,970
Total itemized deductions amount $134,876,000
Amount of AGI for itemized returns $576,762,000
Number of returns with State and local income taxes 3,770
State and local income taxes amount $33,016,000
Number of returns with State and local general sales tax 160
State and local general sales tax amount $486,000
Number of returns with real estate taxes 3,590
Real estate taxes amount $22,035,000
Number of returns with taxes paid 3,970
Taxes paid amount $57,385,000
Number of returns with mortgage interest paid 3,370
Mortgage interest paid amount $54,795,000
Number of returns with contributions 3,470
Contributions amount $11,105,000
Number of returns with taxable income 4,440
Taxable income amount $448,593,000
Number of returns with income tax before credits 4,440
Income tax before credits amount $79,677,000
Number of returns with alternative minimum tax 290
Alternative minimum tax amount $711,000
Number of returns with total tax credits 1,910
Total tax credits amount $2,807,000
Number of returns with foreign tax credit 480
Foreign tax credit amount $148,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $248,000
Number of returns with nonrefundable education credit 420
Nonrefundable education credit amount $539,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 800
Child tax credit amount $992,000
Number of returns with residential energy tax credit 190
Residential energy tax credit amount $411,000
Number of returns with self-employment tax 750
Self-employment tax amount $3,933,000
Number of returns with total tax payments 4,420
Total tax payments amount $87,263,000
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 400
Refundable education credit amount $336,000
Number of returns with income tax 4,420
Income tax amount [7] $76,870,000
Number of returns with tax liability 4,430
Total tax liability amount [8] $81,342,000
Number of returns with Additional Medicare tax 70
Additional Medicare tax $25,000
Number of returns with net investment income tax 20
Net investment income tax $25,000
Number of returns with tax due at time of filing 1,610
Tax due at time of filing amount [9] $8,040,000
Number of returns with overpayments refunded 2,680
Overpayments refunded amount [10] $12,868,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 2,670
Number of single returns 150
Number of joint returns 2,430
Number of head of household returns 70
Number of returns with paid preparer's signature 1,730
Number of exemptions 8,320
Number of dependents 3,220
Adjust gross income (AGI) [2] $1,016,967,000
Number of returns with total income 2,670
Salaries and wages amount $1,030,270,000
Number of returns with salaries and wages 2,510
Salaries and wages amount $745,911
Number of returns with taxable interest 2,160
Taxable interest amount $5,789
Number of returns with ordinary dividends 1,690
Ordinary dividends amount $14,290,000
Number of returns with qualified dividends 1,600
Qualified dividends amount [3] $10,448
Number of returns with state and local income tax refunds 1,200
State and local income tax refunds amount $4,745
Number of returns with business or professional net income (less loss) 550
Business or professional net income (less loss) amount $31,753,000
Number of returns with net capital gain (less loss) 1,830
Net capital gain (less loss) amount $75,614,000
Number of returns with taxable individual retirement arrangements distributions 280
Taxable individual retirement arrangements distributions amount $8,546,000
Number of returns with taxable pensions and annuities 490
Taxable pensions and annuities amount $24,220,000
Number of farm returns 30
Number of returns with unemployment compensation 170
Unemployment compensation amount [4] $1,154,000
Number of returns with taxable Social Security benefits 260
Taxable Social Security benefits amount $6,034,000
Number of returns with partnership/S-corp net income (less loss) 560
Partnership/S-corp net income (less loss) amount $88,534,000
Number of returns with total statutory adjustments 800
Total statutory adjustments amount $13,303,000
Number of returns with educator expenses 90
Educator expenses amount $25,000
Number of returns with self-employment retirement plans 130
Self-employment retirement plans amount $4,156,000
Number of returns with self-employment health insurance deduction 200
Self-employment health insurance deduction amount $2,455,000
Number of returns with IRA payments 60
IRA payments amount $552,000
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 50
Domestic production activities deduction amount $1,880,000
Number of returns with itemized deductions 2,640
Total itemized deductions amount $175,168,000
Amount of AGI for itemized returns $1,007,683,000
Number of returns with State and local income taxes 2,600
State and local income taxes amount $85,086,000
Number of returns with State and local general sales tax 30
State and local general sales tax amount $142,000
Number of returns with real estate taxes 2,520
Real estate taxes amount $22,653,000
Number of returns with taxes paid 2,640
Taxes paid amount $109,490,000
Number of returns with mortgage interest paid 2,310
Mortgage interest paid amount $49,464,000
Number of returns with contributions 2,390
Contributions amount $14,569,000
Number of returns with taxable income 2,670
Taxable income amount $817,522,000
Number of returns with income tax before credits 2,670
Income tax before credits amount $222,392,000
Number of returns with alternative minimum tax 2,010
Alternative minimum tax amount $13,267,000
Number of returns with total tax credits 1,020
Total tax credits amount $2,776,000
Number of returns with foreign tax credit 600
Foreign tax credit amount $1,110,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $154,000
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 130
Residential energy tax credit amount $519,000
Number of returns with self-employment tax 480
Self-employment tax amount $3,966,000
Number of returns with total tax payments 2,650
Total tax payments amount $212,874,000
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 2,670
Income tax amount [7] $220,316,000
Number of returns with tax liability 2,670
Total tax liability amount [8] $229,527,000
Number of returns with Additional Medicare tax 1,530
Additional Medicare tax $2,231,000
Number of returns with net investment income tax 1,370
Net investment income tax $2,231,000
Number of returns with tax due at time of filing 1,480
Tax due at time of filing amount [9] $32,572,000
Number of returns with overpayments refunded 970
Overpayments refunded amount [10] $10,088,000

[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.