Zip Code Database List
1-800-425-1169
Account Login
Find ZIP+4 of Address

Find the ZIP Code, County, and +4 of any U.S. Address

FREE ZIP Code Finder

Find info on any U.S. ZIP Code

Other FREE Lookups

Lookup ZIP Code of any City, State, County or Area Code

FREE Radius Search

Find all ZIP Codes

FREE Distance Calc

Calculate the distance between two U.S. or Canadian ZIP codes.






ZIP Code Database - Facts & Stats

Share |

ZIP Code 95138 Income Tax Stats

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

ZIP Code 95138 Data

Zip Code:95138
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]




95138 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95138 [1] 8,340
Total Number of Single Tax Returns for ZIP Code 95138 2,490
Total Number of Joint Tax Returns for ZIP Code 95138 4,040
Total Number of Dependents for ZIP Code 95138 6,900
Total Adjusted Gross Income for ZIP Code 95138 $1,382,393,000
Average Income per Person for ZIP Code 95138 $73,185
Average Income per Household for ZIP Code 95138 $165,755

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] 2,070
Number of single returns 1,610
Number of joint returns 240
Number of head of household returns 190
Number of returns with paid preparer's signature 1,140
Number of exemptions 2,380
Number of dependents 630
Adjust gross income (AGI) [2] $23,754,000
Number of returns with total income 2,070
Salaries and wages amount $24,362,000
Number of returns with salaries and wages 1,580
Salaries and wages amount $19,241
Number of returns with taxable interest 350
Taxable interest amount $318
Number of returns with ordinary dividends 250
Ordinary dividends amount $392,000
Number of returns with qualified dividends 230
Qualified dividends amount [3] $244
Number of returns with state and local income tax refunds 30
State and local income tax refunds amount $31
Number of returns with business or professional net income (less loss) 310
Business or professional net income (less loss) amount $2,225,000
Number of returns with net capital gain (less loss) 260
Net capital gain (less loss) amount $464,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $428,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $1,232,000
Number of farm returns 0
Number of returns with unemployment compensation 180
Unemployment compensation amount [4] $1,204,000
Number of returns with taxable Social Security benefits 40
Taxable Social Security benefits amount $96,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount ($161,000)
Number of returns with total statutory adjustments 420
Total statutory adjustments amount $607,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $118,000
Number of returns with IRA payments 0
IRA payments amount $0
Number of returns with student loan interest deduction 70
Student loan interest deduction amount $73,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $108,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 160
Total itemized deductions amount $3,588,000
Amount of AGI for itemized returns $2,207,000
Number of returns with State and local income taxes 50
State and local income taxes amount $290,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $61,000
Number of returns with real estate taxes 110
Real estate taxes amount $797,000
Number of returns with taxes paid 150
Taxes paid amount $1,203,000
Number of returns with mortgage interest paid 90
Mortgage interest paid amount $1,478,000
Number of returns with contributions 80
Contributions amount $145,000
Number of returns with taxable income 1,010
Taxable income amount $6,060,000
Number of returns with income tax before credits 980
Income tax before credits amount $652,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 280
Total tax credits amount $110,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 0
Child and dependent care credit amount $0
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $80,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 50
Child tax credit amount $16,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 310
Self-employment tax amount $409,000
Number of returns with total tax payments 1,730
Total tax payments amount $3,156,000
Number of returns with earned income credit 530
Earned income credit amount [5] $1,025,000
Number of returns with excess earned income credit 220
Excess earned income credit (refundable) amount [6] $164,000
Number of returns with additional child tax credit 250
Additional child tax credit amount $286,000
Number of returns with refundable education credit 200
Refundable education credit amount $147,000
Number of returns with income tax 830
Income tax amount [7] $542,000
Number of returns with tax liability 1,060
Total tax liability amount [8] $966,000
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 320
Tax due at time of filing amount [9] $260,000
Number of returns with overpayments refunded 1,540
Overpayments refunded amount [10] $2,418,000

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

Number of returns [1] 1,170
Number of single returns 650
Number of joint returns 270
Number of head of household returns 220
Number of returns with paid preparer's signature 710
Number of exemptions 2,150
Number of dependents 730
Adjust gross income (AGI) [2] $43,194,000
Number of returns with total income 1,170
Salaries and wages amount $44,059,000
Number of returns with salaries and wages 1,020
Salaries and wages amount $35,898
Number of returns with taxable interest 290
Taxable interest amount $344
Number of returns with ordinary dividends 160
Ordinary dividends amount $617,000
Number of returns with qualified dividends 130
Qualified dividends amount [3] $352
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $114
Number of returns with business or professional net income (less loss) 150
Business or professional net income (less loss) amount $2,734,000
Number of returns with net capital gain (less loss) 150
Net capital gain (less loss) amount $80,000
Number of returns with taxable individual retirement arrangements distributions 60
Taxable individual retirement arrangements distributions amount $724,000
Number of returns with taxable pensions and annuities 120
Taxable pensions and annuities amount $1,673,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $795,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $698,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $158,000
Number of returns with total statutory adjustments 290
Total statutory adjustments amount $865,000
Number of returns with educator expenses 30
Educator expenses amount $6,000
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $214,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $190,000
Number of returns with IRA payments 40
IRA payments amount $174,000
Number of returns with student loan interest deduction 100
Student loan interest deduction amount $112,000
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 260
Total itemized deductions amount $5,868,000
Amount of AGI for itemized returns $9,874,000
Number of returns with State and local income taxes 150
State and local income taxes amount $423,000
Number of returns with State and local general sales tax 100
State and local general sales tax amount $97,000
Number of returns with real estate taxes 200
Real estate taxes amount $1,479,000
Number of returns with taxes paid 260
Taxes paid amount $2,083,000
Number of returns with mortgage interest paid 170
Mortgage interest paid amount $2,089,000
Number of returns with contributions 180
Contributions amount $378,000
Number of returns with taxable income 1,090
Taxable income amount $22,856,000
Number of returns with income tax before credits 1,080
Income tax before credits amount $2,868,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 450
Total tax credits amount $438,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 50
Child and dependent care credit amount $24,000
Number of returns with nonrefundable education credit 140
Nonrefundable education credit amount $129,000
Number of returns with retirement savings contribution credit 130
Retirement savings contribution credit amount $25,000
Number of returns with child tax credit 230
Child tax credit amount $243,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 140
Self-employment tax amount $462,000
Number of returns with total tax payments 1,100
Total tax payments amount $4,897,000
Number of returns with earned income credit 190
Earned income credit amount [5] $328,000
Number of returns with excess earned income credit 150
Excess earned income credit (refundable) amount [6] $253,000
Number of returns with additional child tax credit 180
Additional child tax credit amount $247,000
Number of returns with refundable education credit 100
Refundable education credit amount $72,000
Number of returns with income tax 910
Income tax amount [7] $2,430,000
Number of returns with tax liability 970
Total tax liability amount [8] $2,910,000
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 200
Tax due at time of filing amount [9] $457,000
Number of returns with overpayments refunded 930
Overpayments refunded amount [10] $2,340,000

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

Number of returns [1] 880
Number of single returns 410
Number of joint returns 280
Number of head of household returns 160
Number of returns with paid preparer's signature 530
Number of exemptions 1,770
Number of dependents 610
Adjust gross income (AGI) [2] $54,314,000
Number of returns with total income 880
Salaries and wages amount $55,130,000
Number of returns with salaries and wages 780
Salaries and wages amount $45,457
Number of returns with taxable interest 320
Taxable interest amount $460
Number of returns with ordinary dividends 180
Ordinary dividends amount $458,000
Number of returns with qualified dividends 160
Qualified dividends amount [3] $311
Number of returns with state and local income tax refunds 220
State and local income tax refunds amount $300
Number of returns with business or professional net income (less loss) 110
Business or professional net income (less loss) amount $2,044,000
Number of returns with net capital gain (less loss) 190
Net capital gain (less loss) amount $488,000
Number of returns with taxable individual retirement arrangements distributions 80
Taxable individual retirement arrangements distributions amount $1,369,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $1,936,000
Number of farm returns 0
Number of returns with unemployment compensation 90
Unemployment compensation amount [4] $634,000
Number of returns with taxable Social Security benefits 90
Taxable Social Security benefits amount $1,260,000
Number of returns with partnership/S-corp net income (less loss) 40
Partnership/S-corp net income (less loss) amount $600,000
Number of returns with total statutory adjustments 230
Total statutory adjustments amount $816,000
Number of returns with educator expenses 40
Educator expenses amount $10,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $174,000
Number of returns with IRA payments 30
IRA payments amount $193,000
Number of returns with student loan interest deduction 80
Student loan interest deduction amount $54,000
Number of returns with tuition and fees deduction 20
Tuition and fees deduction amount $29,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 390
Total itemized deductions amount $9,360,000
Amount of AGI for itemized returns $24,485,000
Number of returns with State and local income taxes 300
State and local income taxes amount $1,099,000
Number of returns with State and local general sales tax 70
State and local general sales tax amount $100,000
Number of returns with real estate taxes 310
Real estate taxes amount $2,068,000
Number of returns with taxes paid 390
Taxes paid amount $3,435,000
Number of returns with mortgage interest paid 290
Mortgage interest paid amount $3,702,000
Number of returns with contributions 310
Contributions amount $593,000
Number of returns with taxable income 860
Taxable income amount $34,386,000
Number of returns with income tax before credits 850
Income tax before credits amount $5,037,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 330
Total tax credits amount $473,000
Number of returns with foreign tax credit 40
Foreign tax credit amount $14,000
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $23,000
Number of returns with nonrefundable education credit 80
Nonrefundable education credit amount $99,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 220
Child tax credit amount $312,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 90
Self-employment tax amount $360,000
Number of returns with total tax payments 840
Total tax payments amount $6,347,000
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 $59,000
Number of returns with refundable education credit 70
Refundable education credit amount $52,000
Number of returns with income tax 820
Income tax amount [7] $4,564,000
Number of returns with tax liability 840
Total tax liability amount [8] $4,958,000
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 220
Tax due at time of filing amount [9] $581,000
Number of returns with overpayments refunded 630
Overpayments refunded amount [10] $1,918,000

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

Number of returns [1] 680
Number of single returns 220
Number of joint returns 360
Number of head of household returns 80
Number of returns with paid preparer's signature 400
Number of exemptions 1,600
Number of dependents 560
Adjust gross income (AGI) [2] $59,129,000
Number of returns with total income 680
Salaries and wages amount $60,218,000
Number of returns with salaries and wages 610
Salaries and wages amount $48,266
Number of returns with taxable interest 350
Taxable interest amount $765
Number of returns with ordinary dividends 200
Ordinary dividends amount $977,000
Number of returns with qualified dividends 180
Qualified dividends amount [3] $656
Number of returns with state and local income tax refunds 300
State and local income tax refunds amount $476
Number of returns with business or professional net income (less loss) 130
Business or professional net income (less loss) amount $3,465,000
Number of returns with net capital gain (less loss) 200
Net capital gain (less loss) amount $848,000
Number of returns with taxable individual retirement arrangements distributions 40
Taxable individual retirement arrangements distributions amount $920,000
Number of returns with taxable pensions and annuities 90
Taxable pensions and annuities amount $2,306,000
Number of farm returns 0
Number of returns with unemployment compensation 70
Unemployment compensation amount [4] $512,000
Number of returns with taxable Social Security benefits 80
Taxable Social Security benefits amount $1,360,000
Number of returns with partnership/S-corp net income (less loss) 50
Partnership/S-corp net income (less loss) amount $357,000
Number of returns with total statutory adjustments 190
Total statutory adjustments amount $1,089,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 30
Self-employment health insurance deduction amount $231,000
Number of returns with IRA payments 20
IRA payments amount $145,000
Number of returns with student loan interest deduction 30
Student loan interest deduction amount $37,000
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 470
Total itemized deductions amount $13,080,000
Amount of AGI for itemized returns $41,166,000
Number of returns with State and local income taxes 410
State and local income taxes amount $2,181,000
Number of returns with State and local general sales tax 50
State and local general sales tax amount $82,000
Number of returns with real estate taxes 380
Real estate taxes amount $3,126,000
Number of returns with taxes paid 470
Taxes paid amount $5,682,000
Number of returns with mortgage interest paid 360
Mortgage interest paid amount $4,783,000
Number of returns with contributions 370
Contributions amount $915,000
Number of returns with taxable income 670
Taxable income amount $38,742,000
Number of returns with income tax before credits 660
Income tax before credits amount $6,005,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 290
Total tax credits amount $463,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $23,000
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 60
Nonrefundable education credit amount $76,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 200
Child tax credit amount $309,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 100
Self-employment tax amount $576,000
Number of returns with total tax payments 650
Total tax payments amount $7,436,000
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 50
Refundable education credit amount $40,000
Number of returns with income tax 650
Income tax amount [7] $5,542,000
Number of returns with tax liability 650
Total tax liability amount [8] $6,180,000
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 200
Tax due at time of filing amount [9] $781,000
Number of returns with overpayments refunded 460
Overpayments refunded amount [10] $1,949,000

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

Number of returns [1] 1,670
Number of single returns 300
Number of joint returns 1,220
Number of head of household returns 130
Number of returns with paid preparer's signature 960
Number of exemptions 4,630
Number of dependents 1,750
Adjust gross income (AGI) [2] $238,651,000
Number of returns with total income 1,670
Salaries and wages amount $242,753,000
Number of returns with salaries and wages 1,550
Salaries and wages amount $201,145
Number of returns with taxable interest 1,090
Taxable interest amount $1,223
Number of returns with ordinary dividends 730
Ordinary dividends amount $3,552,000
Number of returns with qualified dividends 690
Qualified dividends amount [3] $2,474
Number of returns with state and local income tax refunds 960
State and local income tax refunds amount $2,190
Number of returns with business or professional net income (less loss) 320
Business or professional net income (less loss) amount $9,485,000
Number of returns with net capital gain (less loss) 800
Net capital gain (less loss) amount $3,429,000
Number of returns with taxable individual retirement arrangements distributions 150
Taxable individual retirement arrangements distributions amount $4,392,000
Number of returns with taxable pensions and annuities 260
Taxable pensions and annuities amount $8,324,000
Number of farm returns 0
Number of returns with unemployment compensation 190
Unemployment compensation amount [4] $1,219,000
Number of returns with taxable Social Security benefits 160
Taxable Social Security benefits amount $3,431,000
Number of returns with partnership/S-corp net income (less loss) 180
Partnership/S-corp net income (less loss) amount $3,677,000
Number of returns with total statutory adjustments 520
Total statutory adjustments amount $4,102,000
Number of returns with educator expenses 50
Educator expenses amount $13,000
Number of returns with self-employment retirement plans 60
Self-employment retirement plans amount $1,077,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $726,000
Number of returns with IRA payments 90
IRA payments amount $593,000
Number of returns with student loan interest deduction 90
Student loan interest deduction amount $80,000
Number of returns with tuition and fees deduction 50
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $158,000
Number of returns with itemized deductions 1,490
Total itemized deductions amount $53,277,000
Amount of AGI for itemized returns $215,854,000
Number of returns with State and local income taxes 1,440
State and local income taxes amount $12,857,000
Number of returns with State and local general sales tax 60
State and local general sales tax amount $168,000
Number of returns with real estate taxes 1,310
Real estate taxes amount $11,842,000
Number of returns with taxes paid 1,490
Taxes paid amount $25,435,000
Number of returns with mortgage interest paid 1,210
Mortgage interest paid amount $20,088,000
Number of returns with contributions 1,280
Contributions amount $3,930,000
Number of returns with taxable income 1,660
Taxable income amount $165,380,000
Number of returns with income tax before credits 1,660
Income tax before credits amount $29,887,000
Number of returns with alternative minimum tax 190
Alternative minimum tax amount $437,000
Number of returns with total tax credits 720
Total tax credits amount $915,000
Number of returns with foreign tax credit 200
Foreign tax credit amount $113,000
Number of returns with child and dependent care credit 170
Child and dependent care credit amount $92,000
Number of returns with nonrefundable education credit 130
Nonrefundable education credit amount $173,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 300
Child tax credit amount $365,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $17,000
Number of returns with self-employment tax 260
Self-employment tax amount $1,346,000
Number of returns with total tax payments 1,650
Total tax payments amount $33,891,000
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 120
Refundable education credit amount $113,000
Number of returns with income tax 1,650
Income tax amount [7] $28,972,000
Number of returns with tax liability 1,660
Total tax liability amount [8] $30,515,000
Number of returns with Additional Medicare tax 30
Additional Medicare tax $7,000
Number of returns with net investment income tax 0
Net investment income tax $7,000
Number of returns with tax due at time of filing 540
Tax due at time of filing amount [9] $2,671,000
Number of returns with overpayments refunded 1,070
Overpayments refunded amount [10] $5,613,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 1,870
Number of single returns 120
Number of joint returns 1,670
Number of head of household returns 60
Number of returns with paid preparer's signature 1,140
Number of exemptions 6,160
Number of dependents 2,620
Adjust gross income (AGI) [2] $963,351,000
Number of returns with total income 1,870
Salaries and wages amount $973,673,000
Number of returns with salaries and wages 1,780
Salaries and wages amount $704,207
Number of returns with taxable interest 1,570
Taxable interest amount $6,518
Number of returns with ordinary dividends 1,390
Ordinary dividends amount $19,168,000
Number of returns with qualified dividends 1,340
Qualified dividends amount [3] $13,670
Number of returns with state and local income tax refunds 870
State and local income tax refunds amount $3,716
Number of returns with business or professional net income (less loss) 380
Business or professional net income (less loss) amount $29,596,000
Number of returns with net capital gain (less loss) 1,520
Net capital gain (less loss) amount $59,252,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $4,999,000
Number of returns with taxable pensions and annuities 180
Taxable pensions and annuities amount $10,082,000
Number of farm returns 0
Number of returns with unemployment compensation 120
Unemployment compensation amount [4] $734,000
Number of returns with taxable Social Security benefits 100
Taxable Social Security benefits amount $2,505,000
Number of returns with partnership/S-corp net income (less loss) 490
Partnership/S-corp net income (less loss) amount $90,955,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $10,322,000
Number of returns with educator expenses 30
Educator expenses amount $7,000
Number of returns with self-employment retirement plans 120
Self-employment retirement plans amount $4,794,000
Number of returns with self-employment health insurance deduction 150
Self-employment health insurance deduction amount $1,615,000
Number of returns with IRA payments 50
IRA payments amount $482,000
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 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,860
Total itemized deductions amount $164,563,000
Amount of AGI for itemized returns $954,454,000
Number of returns with State and local income taxes 1,830
State and local income taxes amount $89,291,000
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 1,760
Real estate taxes amount $26,405,000
Number of returns with taxes paid 1,860
Taxes paid amount $117,189,000
Number of returns with mortgage interest paid 1,610
Mortgage interest paid amount $36,631,000
Number of returns with contributions 1,660
Contributions amount $12,122,000
Number of returns with taxable income 1,860
Taxable income amount $784,198,000
Number of returns with income tax before credits 1,870
Income tax before credits amount $233,861,000
Number of returns with alternative minimum tax 1,470
Alternative minimum tax amount $14,732,000
Number of returns with total tax credits 920
Total tax credits amount $4,606,000
Number of returns with foreign tax credit 590
Foreign tax credit amount $3,358,000
Number of returns with child and dependent care credit 290
Child and dependent care credit amount $142,000
Number of returns with nonrefundable education credit 0
Nonrefundable education credit amount $0
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 0
Child tax credit amount $0
Number of returns with residential energy tax credit 80
Residential energy tax credit amount $257,000
Number of returns with self-employment tax 340
Self-employment tax amount $3,411,000
Number of returns with total tax payments 1,860
Total tax payments amount $232,775,000
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 1,870
Income tax amount [7] $231,037,000
Number of returns with tax liability 1,870
Total tax liability amount [8] $240,256,000
Number of returns with Additional Medicare tax 1,290
Additional Medicare tax $3,107,000
Number of returns with net investment income tax 1,080
Net investment income tax $3,107,000
Number of returns with tax due at time of filing 1,050
Tax due at time of filing amount [9] $23,664,000
Number of returns with overpayments refunded 630
Overpayments refunded amount [10] $9,485,000

[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.