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ZIP Code Database - Facts & Stats

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ZIP Code 95136 Income Tax Stats

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

ZIP Code 95136 Data

Zip Code:95136
City:San Jose
State:CA [California]
Counties: SANTA CLARA, CA
City Alias(es):San Jose
Area Code:408 / 669
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]




95136 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95136 [1] 20,880
Total Number of Single Tax Returns for ZIP Code 95136 7,050
Total Number of Joint Tax Returns for ZIP Code 95136 8,100
Total Number of Dependents for ZIP Code 95136 14,050
Total Adjusted Gross Income for ZIP Code 95136 $1,577,673,000
Average Income per Person for ZIP Code 95136 $36,699
Average Income per Household for ZIP Code 95136 $75,559

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] 5,860
Number of single returns 4,350
Number of joint returns 750
Number of head of household returns 690
Number of returns with paid preparer's signature 3,190
Number of exemptions 7,730
Number of dependents 2,170
Adjust gross income (AGI) [2] $73,513,000
Number of returns with total income 5,860
Salaries and wages amount $75,285,000
Number of returns with salaries and wages 4,560
Salaries and wages amount $56,804
Number of returns with taxable interest 850
Taxable interest amount $671
Number of returns with ordinary dividends 480
Ordinary dividends amount $847,000
Number of returns with qualified dividends 420
Qualified dividends amount [3] $462
Number of returns with state and local income tax refunds 90
State and local income tax refunds amount $90
Number of returns with business or professional net income (less loss) 940
Business or professional net income (less loss) amount $7,360,000
Number of returns with net capital gain (less loss) 460
Net capital gain (less loss) amount $32,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $1,693,000
Number of returns with taxable pensions and annuities 560
Taxable pensions and annuities amount $4,662,000
Number of farm returns 0
Number of returns with unemployment compensation 510
Unemployment compensation amount [4] $3,349,000
Number of returns with taxable Social Security benefits 190
Taxable Social Security benefits amount $324,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount ($86,000)
Number of returns with total statutory adjustments 1,170
Total statutory adjustments amount $1,773,000
Number of returns with educator expenses 20
Educator expenses amount $4,000
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 $555,000
Number of returns with IRA payments 30
IRA payments amount $88,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $209,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $165,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 420
Total itemized deductions amount $7,312,000
Amount of AGI for itemized returns $5,963,000
Number of returns with State and local income taxes 130
State and local income taxes amount $173,000
Number of returns with State and local general sales tax 240
State and local general sales tax amount $148,000
Number of returns with real estate taxes 290
Real estate taxes amount $1,159,000
Number of returns with taxes paid 410
Taxes paid amount $1,667,000
Number of returns with mortgage interest paid 240
Mortgage interest paid amount $2,518,000
Number of returns with contributions 270
Contributions amount $470,000
Number of returns with taxable income 2,800
Taxable income amount $17,520,000
Number of returns with income tax before credits 2,750
Income tax before credits amount $1,846,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 770
Total tax credits amount $298,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $6,000
Number of returns with nonrefundable education credit 390
Nonrefundable education credit amount $196,000
Number of returns with retirement savings contribution credit 180
Retirement savings contribution credit amount $32,000
Number of returns with child tax credit 170
Child tax credit amount $60,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 870
Self-employment tax amount $1,222,000
Number of returns with total tax payments 5,170
Total tax payments amount $9,813,000
Number of returns with earned income credit 1,700
Earned income credit amount [5] $3,506,000
Number of returns with excess earned income credit 1,420
Excess earned income credit (refundable) amount [6] $2,974,000
Number of returns with additional child tax credit 870
Additional child tax credit amount $1,056,000
Number of returns with refundable education credit 510
Refundable education credit amount $372,000
Number of returns with income tax 2,290
Income tax amount [7] $1,548,000
Number of returns with tax liability 3,030
Total tax liability amount [8] $2,809,000
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 760
Tax due at time of filing amount [9] $696,000
Number of returns with overpayments refunded 4,660
Overpayments refunded amount [10] $7,670,000

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

Number of returns [1] 4,350
Number of single returns 2,380
Number of joint returns 1,020
Number of head of household returns 860
Number of returns with paid preparer's signature 2,470
Number of exemptions 8,420
Number of dependents 3,070
Adjust gross income (AGI) [2] $159,516,000
Number of returns with total income 4,350
Salaries and wages amount $162,012,000
Number of returns with salaries and wages 3,860
Salaries and wages amount $134,469
Number of returns with taxable interest 910
Taxable interest amount $610
Number of returns with ordinary dividends 450
Ordinary dividends amount $968,000
Number of returns with qualified dividends 400
Qualified dividends amount [3] $594
Number of returns with state and local income tax refunds 330
State and local income tax refunds amount $285
Number of returns with business or professional net income (less loss) 570
Business or professional net income (less loss) amount $7,823,000
Number of returns with net capital gain (less loss) 410
Net capital gain (less loss) amount $259,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $2,637,000
Number of returns with taxable pensions and annuities 480
Taxable pensions and annuities amount $7,987,000
Number of farm returns 0
Number of returns with unemployment compensation 450
Unemployment compensation amount [4] $2,874,000
Number of returns with taxable Social Security benefits 470
Taxable Social Security benefits amount $3,048,000
Number of returns with partnership/S-corp net income (less loss) 70
Partnership/S-corp net income (less loss) amount $237,000
Number of returns with total statutory adjustments 980
Total statutory adjustments amount $2,496,000
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 110
Self-employment health insurance deduction amount $678,000
Number of returns with IRA payments 90
IRA payments amount $310,000
Number of returns with student loan interest deduction 360
Student loan interest deduction amount $333,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $55,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 740
Total itemized deductions amount $13,999,000
Amount of AGI for itemized returns $28,231,000
Number of returns with State and local income taxes 440
State and local income taxes amount $887,000
Number of returns with State and local general sales tax 270
State and local general sales tax amount $282,000
Number of returns with real estate taxes 530
Real estate taxes amount $2,349,000
Number of returns with taxes paid 740
Taxes paid amount $3,763,000
Number of returns with mortgage interest paid 460
Mortgage interest paid amount $5,115,000
Number of returns with contributions 560
Contributions amount $1,205,000
Number of returns with taxable income 4,150
Taxable income amount $84,721,000
Number of returns with income tax before credits 4,130
Income tax before credits amount $10,629,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,690
Total tax credits amount $1,570,000
Number of returns with foreign tax credit 60
Foreign tax credit amount $12,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $99,000
Number of returns with nonrefundable education credit 490
Nonrefundable education credit amount $444,000
Number of returns with retirement savings contribution credit 400
Retirement savings contribution credit amount $71,000
Number of returns with child tax credit 960
Child tax credit amount $920,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $14,000
Number of returns with self-employment tax 460
Self-employment tax amount $1,342,000
Number of returns with total tax payments 4,200
Total tax payments amount $17,449,000
Number of returns with earned income credit 800
Earned income credit amount [5] $1,401,000
Number of returns with excess earned income credit 620
Excess earned income credit (refundable) amount [6] $1,118,000
Number of returns with additional child tax credit 700
Additional child tax credit amount $1,001,000
Number of returns with refundable education credit 350
Refundable education credit amount $251,000
Number of returns with income tax 3,490
Income tax amount [7] $9,059,000
Number of returns with tax liability 3,650
Total tax liability amount [8] $10,473,000
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 760
Tax due at time of filing amount [9] $1,439,000
Number of returns with overpayments refunded 3,540
Overpayments refunded amount [10] $8,337,000

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

Number of returns [1] 3,030
Number of single returns 1,350
Number of joint returns 1,120
Number of head of household returns 490
Number of returns with paid preparer's signature 1,790
Number of exemptions 6,460
Number of dependents 2,320
Adjust gross income (AGI) [2] $186,297,000
Number of returns with total income 3,030
Salaries and wages amount $188,684,000
Number of returns with salaries and wages 2,690
Salaries and wages amount $154,414
Number of returns with taxable interest 1,050
Taxable interest amount $755
Number of returns with ordinary dividends 540
Ordinary dividends amount $1,285,000
Number of returns with qualified dividends 480
Qualified dividends amount [3] $786
Number of returns with state and local income tax refunds 670
State and local income tax refunds amount $736
Number of returns with business or professional net income (less loss) 390
Business or professional net income (less loss) amount $6,611,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $703,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $3,400,000
Number of returns with taxable pensions and annuities 500
Taxable pensions and annuities amount $11,327,000
Number of farm returns 0
Number of returns with unemployment compensation 260
Unemployment compensation amount [4] $1,611,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $6,742,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $995,000
Number of returns with total statutory adjustments 840
Total statutory adjustments amount $2,387,000
Number of returns with educator expenses 110
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $465,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $398,000
Number of returns with IRA payments 90
IRA payments amount $468,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $281,000
Number of returns with tuition and fees deduction 70
Tuition and fees deduction amount $123,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,120
Total itemized deductions amount $23,706,000
Amount of AGI for itemized returns $70,509,000
Number of returns with State and local income taxes 870
State and local income taxes amount $3,325,000
Number of returns with State and local general sales tax 230
State and local general sales tax amount $362,000
Number of returns with real estate taxes 870
Real estate taxes amount $3,921,000
Number of returns with taxes paid 1,120
Taxes paid amount $7,965,000
Number of returns with mortgage interest paid 800
Mortgage interest paid amount $9,149,000
Number of returns with contributions 920
Contributions amount $2,008,000
Number of returns with taxable income 3,010
Taxable income amount $120,852,000
Number of returns with income tax before credits 3,010
Income tax before credits amount $17,646,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,170
Total tax credits amount $1,690,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $13,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $76,000
Number of returns with nonrefundable education credit 280
Nonrefundable education credit amount $299,000
Number of returns with retirement savings contribution credit 90
Retirement savings contribution credit amount $16,000
Number of returns with child tax credit 820
Child tax credit amount $1,227,000
Number of returns with residential energy tax credit 20
Residential energy tax credit amount $10,000
Number of returns with self-employment tax 310
Self-employment tax amount $1,113,000
Number of returns with total tax payments 2,960
Total tax payments amount $21,328,000
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 130
Additional child tax credit amount $174,000
Number of returns with refundable education credit 210
Refundable education credit amount $158,000
Number of returns with income tax 2,870
Income tax amount [7] $15,956,000
Number of returns with tax liability 2,910
Total tax liability amount [8] $17,202,000
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 760
Tax due at time of filing amount [9] $2,018,000
Number of returns with overpayments refunded 2,220
Overpayments refunded amount [10] $6,062,000

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

Number of returns [1] 2,220
Number of single returns 790
Number of joint returns 1,130
Number of head of household returns 270
Number of returns with paid preparer's signature 1,250
Number of exemptions 4,890
Number of dependents 1,540
Adjust gross income (AGI) [2] $193,020,000
Number of returns with total income 2,220
Salaries and wages amount $195,266,000
Number of returns with salaries and wages 2,000
Salaries and wages amount $156,999
Number of returns with taxable interest 1,100
Taxable interest amount $567
Number of returns with ordinary dividends 610
Ordinary dividends amount $1,944,000
Number of returns with qualified dividends 550
Qualified dividends amount [3] $1,300
Number of returns with state and local income tax refunds 930
State and local income tax refunds amount $1,337
Number of returns with business or professional net income (less loss) 330
Business or professional net income (less loss) amount $5,027,000
Number of returns with net capital gain (less loss) 550
Net capital gain (less loss) amount $1,282,000
Number of returns with taxable individual retirement arrangements distributions 220
Taxable individual retirement arrangements distributions amount $3,968,000
Number of returns with taxable pensions and annuities 460
Taxable pensions and annuities amount $14,036,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [4] $1,301,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $6,882,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $1,111,000
Number of returns with total statutory adjustments 580
Total statutory adjustments amount $2,245,000
Number of returns with educator expenses 100
Educator expenses amount $26,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 70
Self-employment health insurance deduction amount $398,000
Number of returns with IRA payments 90
IRA payments amount $482,000
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 $42,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $48,000
Number of returns with itemized deductions 1,360
Total itemized deductions amount $30,763,000
Amount of AGI for itemized returns $120,099,000
Number of returns with State and local income taxes 1,240
State and local income taxes amount $5,990,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $194,000
Number of returns with real estate taxes 1,030
Real estate taxes amount $5,191,000
Number of returns with taxes paid 1,360
Taxes paid amount $11,817,000
Number of returns with mortgage interest paid 950
Mortgage interest paid amount $11,908,000
Number of returns with contributions 1,090
Contributions amount $2,771,000
Number of returns with taxable income 2,220
Taxable income amount $134,292,000
Number of returns with income tax before credits 2,210
Income tax before credits amount $21,206,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 860
Total tax credits amount $1,251,000
Number of returns with foreign tax credit 140
Foreign tax credit amount $34,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $78,000
Number of returns with nonrefundable education credit 180
Nonrefundable education credit amount $205,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 570
Child tax credit amount $845,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $29,000
Number of returns with self-employment tax 250
Self-employment tax amount $946,000
Number of returns with total tax payments 2,200
Total tax payments amount $24,392,000
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 20
Additional child tax credit amount $27,000
Number of returns with refundable education credit 130
Refundable education credit amount $111,000
Number of returns with income tax 2,200
Income tax amount [7] $19,956,000
Number of returns with tax liability 2,210
Total tax liability amount [8] $21,005,000
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 620
Tax due at time of filing amount [9] $1,930,000
Number of returns with overpayments refunded 1,570
Overpayments refunded amount [10] $5,155,000

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

Number of returns [1] 4,040
Number of single returns 860
Number of joint returns 2,890
Number of head of household returns 250
Number of returns with paid preparer's signature 2,310
Number of exemptions 10,450
Number of dependents 3,530
Adjust gross income (AGI) [2] $560,706,000
Number of returns with total income 4,040
Salaries and wages amount $565,726,000
Number of returns with salaries and wages 3,760
Salaries and wages amount $474,888
Number of returns with taxable interest 2,550
Taxable interest amount $1,640
Number of returns with ordinary dividends 1,570
Ordinary dividends amount $4,767,000
Number of returns with qualified dividends 1,460
Qualified dividends amount [3] $3,421
Number of returns with state and local income tax refunds 2,280
State and local income tax refunds amount $4,683
Number of returns with business or professional net income (less loss) 660
Business or professional net income (less loss) amount $13,404,000
Number of returns with net capital gain (less loss) 1,590
Net capital gain (less loss) amount $7,463,000
Number of returns with taxable individual retirement arrangements distributions 390
Taxable individual retirement arrangements distributions amount $9,873,000
Number of returns with taxable pensions and annuities 720
Taxable pensions and annuities amount $28,436,000
Number of farm returns 0
Number of returns with unemployment compensation 390
Unemployment compensation amount [4] $2,652,000
Number of returns with taxable Social Security benefits 480
Taxable Social Security benefits amount $10,745,000
Number of returns with partnership/S-corp net income (less loss) 230
Partnership/S-corp net income (less loss) amount $5,145,000
Number of returns with total statutory adjustments 1,180
Total statutory adjustments amount $5,020,000
Number of returns with educator expenses 190
Educator expenses amount $51,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $885,000
Number of returns with self-employment health insurance deduction 100
Self-employment health insurance deduction amount $756,000
Number of returns with IRA payments 160
IRA payments amount $922,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $207,000
Number of returns with tuition and fees deduction 120
Tuition and fees deduction amount $219,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 3,360
Total itemized deductions amount $99,164,000
Amount of AGI for itemized returns $475,500,000
Number of returns with State and local income taxes 3,260
State and local income taxes amount $28,560,000
Number of returns with State and local general sales tax 80
State and local general sales tax amount $227,000
Number of returns with real estate taxes 2,760
Real estate taxes amount $15,718,000
Number of returns with taxes paid 3,360
Taxes paid amount $45,775,000
Number of returns with mortgage interest paid 2,580
Mortgage interest paid amount $37,263,000
Number of returns with contributions 2,840
Contributions amount $8,185,000
Number of returns with taxable income 4,030
Taxable income amount $412,878,000
Number of returns with income tax before credits 4,030
Income tax before credits amount $75,109,000
Number of returns with alternative minimum tax 240
Alternative minimum tax amount $492,000
Number of returns with total tax credits 1,540
Total tax credits amount $1,957,000
Number of returns with foreign tax credit 360
Foreign tax credit amount $143,000
Number of returns with child and dependent care credit 410
Child and dependent care credit amount $236,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $410,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 680
Child tax credit amount $828,000
Number of returns with residential energy tax credit 130
Residential energy tax credit amount $172,000
Number of returns with self-employment tax 480
Self-employment tax amount $1,939,000
Number of returns with total tax payments 4,020
Total tax payments amount $81,215,000
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 300
Refundable education credit amount $257,000
Number of returns with income tax 4,020
Income tax amount [7] $73,152,000
Number of returns with tax liability 4,030
Total tax liability amount [8] $75,526,000
Number of returns with Additional Medicare tax 50
Additional Medicare tax $10,000
Number of returns with net investment income tax 0
Net investment income tax $10,000
Number of returns with tax due at time of filing 1,380
Tax due at time of filing amount [9] $6,153,000
Number of returns with overpayments refunded 2,570
Overpayments refunded amount [10] $11,308,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 1,380
Number of single returns 140
Number of joint returns 1,190
Number of head of household returns 40
Number of returns with paid preparer's signature 790
Number of exemptions 3,990
Number of dependents 1,420
Adjust gross income (AGI) [2] $404,621,000
Number of returns with total income 1,380
Salaries and wages amount $407,627,000
Number of returns with salaries and wages 1,340
Salaries and wages amount $346,062
Number of returns with taxable interest 1,110
Taxable interest amount $1,167
Number of returns with ordinary dividends 880
Ordinary dividends amount $4,428,000
Number of returns with qualified dividends 840
Qualified dividends amount [3] $3,379
Number of returns with state and local income tax refunds 730
State and local income tax refunds amount $2,116
Number of returns with business or professional net income (less loss) 210
Business or professional net income (less loss) amount $10,420,000
Number of returns with net capital gain (less loss) 950
Net capital gain (less loss) amount $18,829,000
Number of returns with taxable individual retirement arrangements distributions 100
Taxable individual retirement arrangements distributions amount $2,160,000
Number of returns with taxable pensions and annuities 170
Taxable pensions and annuities amount $7,993,000
Number of farm returns 0
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $731,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $2,011,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $8,099,000
Number of returns with total statutory adjustments 280
Total statutory adjustments amount $3,006,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $994,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $435,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,350
Total itemized deductions amount $64,496,000
Amount of AGI for itemized returns $397,635,000
Number of returns with State and local income taxes 1,340
State and local income taxes amount $30,340,000
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 1,190
Real estate taxes amount $8,294,000
Number of returns with taxes paid 1,350
Taxes paid amount $39,445,000
Number of returns with mortgage interest paid 1,130
Mortgage interest paid amount $18,819,000
Number of returns with contributions 1,160
Contributions amount $5,228,000
Number of returns with taxable income 1,380
Taxable income amount $326,867,000
Number of returns with income tax before credits 1,380
Income tax before credits amount $81,485,000
Number of returns with alternative minimum tax 970
Alternative minimum tax amount $4,597,000
Number of returns with total tax credits 520
Total tax credits amount $961,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $586,000
Number of returns with child and dependent care credit 210
Child and dependent care credit amount $105,000
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 50
Residential energy tax credit amount $72,000
Number of returns with self-employment tax 170
Self-employment tax amount $1,223,000
Number of returns with total tax payments 1,370
Total tax payments amount $77,259,000
Number of returns with earned income credit 0
Earned income credit amount [5] $0
Number of returns with excess earned income credit 0
Excess earned income credit (refundable) amount [6] $0
Number of returns with additional child tax credit 0
Additional child tax credit amount $0
Number of returns with refundable education credit 0
Refundable education credit amount $0
Number of returns with income tax 1,380
Income tax amount [7] $80,523,000
Number of returns with tax liability 1,380
Total tax liability amount [8] $83,222,000
Number of returns with Additional Medicare tax 700
Additional Medicare tax $655,000
Number of returns with net investment income tax 590
Net investment income tax $655,000
Number of returns with tax due at time of filing 790
Tax due at time of filing amount [9] $9,875,000
Number of returns with overpayments refunded 550
Overpayments refunded amount [10] $3,393,000

[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.