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ZIP Code Database - Facts & Stats

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ZIP Code 95209 Income Tax Stats

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

ZIP Code 95209 Data

Zip Code:95209
City:Stockton
State:CA [California]
Counties: SAN JOAQUIN, CA
City Alias(es):Stockton
Area Code:209
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





95209 Income Tax Overview

Total Number of Tax Returns for ZIP Code 95209 [1] 16,910
Total Number of Single Tax Returns for ZIP Code 95209 6,500
Total Number of Joint Tax Returns for ZIP Code 95209 6,730
Total Number of Dependents for ZIP Code 95209 14,860
Total Adjusted Gross Income for ZIP Code 95209 $909,971,000
Average Income per Person for ZIP Code 95209 $23,044
Average Income per Household for ZIP Code 95209 $53,813

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] 6,260
Number of single returns 4,110
Number of joint returns 870
Number of head of household returns 1,220
Number of returns with paid preparer's signature 3,010
Number of exemptions 10,170
Number of dependents 3,790
Adjust gross income (AGI) [2] $78,442,000
Number of returns with total income 6,260
Salaries and wages amount $80,033,000
Number of returns with salaries and wages 4,950
Salaries and wages amount $58,705
Number of returns with taxable interest 890
Taxable interest amount $503
Number of returns with ordinary dividends 330
Ordinary dividends amount $639,000
Number of returns with qualified dividends 290
Qualified dividends amount [3] $369
Number of returns with state and local income tax refunds 120
State and local income tax refunds amount $80
Number of returns with business or professional net income (less loss) 940
Business or professional net income (less loss) amount $8,040,000
Number of returns with net capital gain (less loss) 300
Net capital gain (less loss) amount $118,000
Number of returns with taxable individual retirement arrangements distributions 270
Taxable individual retirement arrangements distributions amount $1,581,000
Number of returns with taxable pensions and annuities 660
Taxable pensions and annuities amount $5,967,000
Number of farm returns 0
Number of returns with unemployment compensation 730
Unemployment compensation amount [4] $4,053,000
Number of returns with taxable Social Security benefits 210
Taxable Social Security benefits amount $391,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $156,000
Number of returns with total statutory adjustments 1,150
Total statutory adjustments amount $1,591,000
Number of returns with educator expenses 40
Educator expenses amount $9,000
Number of returns with self-employment retirement plans 0
Self-employment retirement plans amount $0
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $349,000
Number of returns with IRA payments 20
IRA payments amount $70,000
Number of returns with student loan interest deduction 190
Student loan interest deduction amount $154,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $249,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 490
Total itemized deductions amount $7,515,000
Amount of AGI for itemized returns $7,128,000
Number of returns with State and local income taxes 150
State and local income taxes amount $207,000
Number of returns with State and local general sales tax 280
State and local general sales tax amount $224,000
Number of returns with real estate taxes 380
Real estate taxes amount $856,000
Number of returns with taxes paid 480
Taxes paid amount $1,415,000
Number of returns with mortgage interest paid 340
Mortgage interest paid amount $2,729,000
Number of returns with contributions 320
Contributions amount $458,000
Number of returns with taxable income 2,540
Taxable income amount $13,965,000
Number of returns with income tax before credits 2,500
Income tax before credits amount $1,455,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 750
Total tax credits amount $240,000
Number of returns with foreign tax credit 0
Foreign tax credit amount $0
Number of returns with child and dependent care credit 40
Child and dependent care credit amount $12,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $109,000
Number of returns with retirement savings contribution credit 230
Retirement savings contribution credit amount $38,000
Number of returns with child tax credit 260
Child tax credit amount $80,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 850
Self-employment tax amount $1,295,000
Number of returns with total tax payments 5,640
Total tax payments amount $14,073,000
Number of returns with earned income credit 2,680
Earned income credit amount [5] $7,110,000
Number of returns with excess earned income credit 2,410
Excess earned income credit (refundable) amount [6] $6,328,000
Number of returns with additional child tax credit 1,650
Additional child tax credit amount $1,963,000
Number of returns with refundable education credit 570
Refundable education credit amount $470,000
Number of returns with income tax 1,980
Income tax amount [7] $1,214,000
Number of returns with tax liability 2,780
Total tax liability amount [8] $2,556,000
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 600
Tax due at time of filing amount [9] $541,000
Number of returns with overpayments refunded 5,260
Overpayments refunded amount [10] $12,057,000

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

Number of returns [1] 3,700
Number of single returns 1,500
Number of joint returns 1,140
Number of head of household returns 990
Number of returns with paid preparer's signature 2,050
Number of exemptions 8,560
Number of dependents 3,720
Adjust gross income (AGI) [2] $135,371,000
Number of returns with total income 3,700
Salaries and wages amount $137,035,000
Number of returns with salaries and wages 3,050
Salaries and wages amount $102,071
Number of returns with taxable interest 1,130
Taxable interest amount $677
Number of returns with ordinary dividends 390
Ordinary dividends amount $1,130,000
Number of returns with qualified dividends 340
Qualified dividends amount [3] $663
Number of returns with state and local income tax refunds 450
State and local income tax refunds amount $303
Number of returns with business or professional net income (less loss) 460
Business or professional net income (less loss) amount $6,440,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $370,000
Number of returns with taxable individual retirement arrangements distributions 300
Taxable individual retirement arrangements distributions amount $2,704,000
Number of returns with taxable pensions and annuities 770
Taxable pensions and annuities amount $14,891,000
Number of farm returns 0
Number of returns with unemployment compensation 460
Unemployment compensation amount [4] $3,025,000
Number of returns with taxable Social Security benefits 660
Taxable Social Security benefits amount $4,557,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $390,000
Number of returns with total statutory adjustments 820
Total statutory adjustments amount $1,664,000
Number of returns with educator expenses 100
Educator expenses amount $24,000
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 $330,000
Number of returns with IRA payments 60
IRA payments amount $240,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $257,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $57,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,020
Total itemized deductions amount $16,962,000
Amount of AGI for itemized returns $39,345,000
Number of returns with State and local income taxes 620
State and local income taxes amount $894,000
Number of returns with State and local general sales tax 380
State and local general sales tax amount $454,000
Number of returns with real estate taxes 870
Real estate taxes amount $2,045,000
Number of returns with taxes paid 1,020
Taxes paid amount $3,666,000
Number of returns with mortgage interest paid 830
Mortgage interest paid amount $6,386,000
Number of returns with contributions 770
Contributions amount $1,521,000
Number of returns with taxable income 3,450
Taxable income amount $62,737,000
Number of returns with income tax before credits 3,440
Income tax before credits amount $7,585,000
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 $1,554,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $4,000
Number of returns with child and dependent care credit 140
Child and dependent care credit amount $73,000
Number of returns with nonrefundable education credit 320
Nonrefundable education credit amount $280,000
Number of returns with retirement savings contribution credit 480
Retirement savings contribution credit amount $86,000
Number of returns with child tax credit 1,130
Child tax credit amount $1,089,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $13,000
Number of returns with self-employment tax 370
Self-employment tax amount $1,141,000
Number of returns with total tax payments 3,570
Total tax payments amount $14,739,000
Number of returns with earned income credit 1,140
Earned income credit amount [5] $2,306,000
Number of returns with excess earned income credit 920
Excess earned income credit (refundable) amount [6] $1,855,000
Number of returns with additional child tax credit 920
Additional child tax credit amount $1,409,000
Number of returns with refundable education credit 270
Refundable education credit amount $209,000
Number of returns with income tax 2,610
Income tax amount [7] $6,031,000
Number of returns with tax liability 2,860
Total tax liability amount [8] $7,251,000
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 660
Tax due at time of filing amount [9] $1,052,000
Number of returns with overpayments refunded 2,960
Overpayments refunded amount [10] $8,448,000

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

Number of returns [1] 2,570
Number of single returns 770
Number of joint returns 1,280
Number of head of household returns 480
Number of returns with paid preparer's signature 1,510
Number of exemptions 6,500
Number of dependents 2,650
Adjust gross income (AGI) [2] $159,229,000
Number of returns with total income 2,570
Salaries and wages amount $161,388,000
Number of returns with salaries and wages 2,180
Salaries and wages amount $121,704
Number of returns with taxable interest 1,250
Taxable interest amount $748
Number of returns with ordinary dividends 400
Ordinary dividends amount $1,422,000
Number of returns with qualified dividends 350
Qualified dividends amount [3] $952
Number of returns with state and local income tax refunds 820
State and local income tax refunds amount $834
Number of returns with business or professional net income (less loss) 370
Business or professional net income (less loss) amount $4,760,000
Number of returns with net capital gain (less loss) 340
Net capital gain (less loss) amount $749,000
Number of returns with taxable individual retirement arrangements distributions 250
Taxable individual retirement arrangements distributions amount $2,876,000
Number of returns with taxable pensions and annuities 650
Taxable pensions and annuities amount $18,355,000
Number of farm returns 0
Number of returns with unemployment compensation 310
Unemployment compensation amount [4] $1,909,000
Number of returns with taxable Social Security benefits 510
Taxable Social Security benefits amount $6,930,000
Number of returns with partnership/S-corp net income (less loss) 100
Partnership/S-corp net income (less loss) amount $627,000
Number of returns with total statutory adjustments 740
Total statutory adjustments amount $2,159,000
Number of returns with educator expenses 150
Educator expenses amount $37,000
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 $397,000
Number of returns with IRA payments 80
IRA payments amount $408,000
Number of returns with student loan interest deduction 290
Student loan interest deduction amount $248,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $50,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,290
Total itemized deductions amount $23,484,000
Amount of AGI for itemized returns $80,896,000
Number of returns with State and local income taxes 1,020
State and local income taxes amount $2,671,000
Number of returns with State and local general sales tax 250
State and local general sales tax amount $516,000
Number of returns with real estate taxes 1,170
Real estate taxes amount $2,847,000
Number of returns with taxes paid 1,290
Taxes paid amount $6,462,000
Number of returns with mortgage interest paid 1,110
Mortgage interest paid amount $9,089,000
Number of returns with contributions 1,080
Contributions amount $2,581,000
Number of returns with taxable income 2,550
Taxable income amount $97,512,000
Number of returns with income tax before credits 2,550
Income tax before credits amount $13,426,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 1,250
Total tax credits amount $1,965,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $5,000
Number of returns with child and dependent care credit 150
Child and dependent care credit amount $79,000
Number of returns with nonrefundable education credit 250
Nonrefundable education credit amount $279,000
Number of returns with retirement savings contribution credit 110
Retirement savings contribution credit amount $18,000
Number of returns with child tax credit 960
Child tax credit amount $1,512,000
Number of returns with residential energy tax credit 60
Residential energy tax credit amount $36,000
Number of returns with self-employment tax 270
Self-employment tax amount $860,000
Number of returns with total tax payments 2,530
Total tax payments amount $16,009,000
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 160
Additional child tax credit amount $252,000
Number of returns with refundable education credit 200
Refundable education credit amount $164,000
Number of returns with income tax 2,390
Income tax amount [7] $11,461,000
Number of returns with tax liability 2,430
Total tax liability amount [8] $12,430,000
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 700
Tax due at time of filing amount [9] $1,703,000
Number of returns with overpayments refunded 1,820
Overpayments refunded amount [10] $5,106,000

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

Number of returns [1] 1,790
Number of single returns 340
Number of joint returns 1,290
Number of head of household returns 140
Number of returns with paid preparer's signature 1,120
Number of exemptions 4,950
Number of dependents 1,860
Adjust gross income (AGI) [2] $155,635,000
Number of returns with total income 1,790
Salaries and wages amount $156,943,000
Number of returns with salaries and wages 1,520
Salaries and wages amount $114,919
Number of returns with taxable interest 1,050
Taxable interest amount $767
Number of returns with ordinary dividends 370
Ordinary dividends amount $1,521,000
Number of returns with qualified dividends 340
Qualified dividends amount [3] $1,014
Number of returns with state and local income tax refunds 790
State and local income tax refunds amount $986
Number of returns with business or professional net income (less loss) 260
Business or professional net income (less loss) amount $2,876,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $953,000
Number of returns with taxable individual retirement arrangements distributions 240
Taxable individual retirement arrangements distributions amount $3,623,000
Number of returns with taxable pensions and annuities 550
Taxable pensions and annuities amount $21,765,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [4] $1,303,000
Number of returns with taxable Social Security benefits 410
Taxable Social Security benefits amount $6,883,000
Number of returns with partnership/S-corp net income (less loss) 80
Partnership/S-corp net income (less loss) amount $461,000
Number of returns with total statutory adjustments 450
Total statutory adjustments amount $1,308,000
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 40
Self-employment health insurance deduction amount $239,000
Number of returns with IRA payments 50
IRA payments amount $203,000
Number of returns with student loan interest deduction 160
Student loan interest deduction amount $161,000
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 1,180
Total itemized deductions amount $24,379,000
Amount of AGI for itemized returns $103,106,000
Number of returns with State and local income taxes 1,040
State and local income taxes amount $4,077,000
Number of returns with State and local general sales tax 140
State and local general sales tax amount $304,000
Number of returns with real estate taxes 1,050
Real estate taxes amount $2,672,000
Number of returns with taxes paid 1,180
Taxes paid amount $7,462,000
Number of returns with mortgage interest paid 1,000
Mortgage interest paid amount $9,104,000
Number of returns with contributions 1,040
Contributions amount $3,162,000
Number of returns with taxable income 1,790
Taxable income amount $104,821,000
Number of returns with income tax before credits 1,790
Income tax before credits amount $15,314,000
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 $1,605,000
Number of returns with foreign tax credit 80
Foreign tax credit amount $9,000
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 170
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 660
Child tax credit amount $1,201,000
Number of returns with residential energy tax credit 50
Residential energy tax credit amount $78,000
Number of returns with self-employment tax 170
Self-employment tax amount $521,000
Number of returns with total tax payments 1,780
Total tax payments amount $16,788,000
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 30
Additional child tax credit amount $30,000
Number of returns with refundable education credit 140
Refundable education credit amount $114,000
Number of returns with income tax 1,760
Income tax amount [7] $13,710,000
Number of returns with tax liability 1,770
Total tax liability amount [8] $14,375,000
Number of returns with Additional Medicare tax 0
Additional Medicare tax $0
Number of returns with net investment income tax 0
Net investment income tax $0
Number of returns with tax due at time of filing 530
Tax due at time of filing amount [9] $1,461,000
Number of returns with overpayments refunded 1,220
Overpayments refunded amount [10] $3,765,000

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

Number of returns [1] 2,300
Number of single returns 240
Number of joint returns 1,900
Number of head of household returns 160
Number of returns with paid preparer's signature 1,440
Number of exemptions 6,780
Number of dependents 2,580
Adjust gross income (AGI) [2] $303,306,000
Number of returns with total income 2,300
Salaries and wages amount $306,204,000
Number of returns with salaries and wages 2,070
Salaries and wages amount $233,299
Number of returns with taxable interest 1,610
Taxable interest amount $1,011
Number of returns with ordinary dividends 600
Ordinary dividends amount $2,837,000
Number of returns with qualified dividends 560
Qualified dividends amount [3] $1,862
Number of returns with state and local income tax refunds 1,200
State and local income tax refunds amount $1,978
Number of returns with business or professional net income (less loss) 350
Business or professional net income (less loss) amount $4,600,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $2,926,000
Number of returns with taxable individual retirement arrangements distributions 310
Taxable individual retirement arrangements distributions amount $7,244,000
Number of returns with taxable pensions and annuities 730
Taxable pensions and annuities amount $36,316,000
Number of farm returns 0
Number of returns with unemployment compensation 220
Unemployment compensation amount [4] $1,340,000
Number of returns with taxable Social Security benefits 460
Taxable Social Security benefits amount $8,953,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $2,842,000
Number of returns with total statutory adjustments 720
Total statutory adjustments amount $2,897,000
Number of returns with educator expenses 230
Educator expenses amount $65,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $762,000
Number of returns with self-employment health insurance deduction 40
Self-employment health insurance deduction amount $286,000
Number of returns with IRA payments 70
IRA payments amount $383,000
Number of returns with student loan interest deduction 250
Student loan interest deduction amount $263,000
Number of returns with tuition and fees deduction 60
Tuition and fees deduction amount $119,000
Returns with domestic production activities deduction 20
Domestic production activities deduction amount $86,000
Number of returns with itemized deductions 1,930
Total itemized deductions amount $51,733,000
Amount of AGI for itemized returns $258,966,000
Number of returns with State and local income taxes 1,840
State and local income taxes amount $13,340,000
Number of returns with State and local general sales tax 90
State and local general sales tax amount $287,000
Number of returns with real estate taxes 1,780
Real estate taxes amount $5,179,000
Number of returns with taxes paid 1,930
Taxes paid amount $19,635,000
Number of returns with mortgage interest paid 1,670
Mortgage interest paid amount $17,267,000
Number of returns with contributions 1,750
Contributions amount $6,989,000
Number of returns with taxable income 2,290
Taxable income amount $221,010,000
Number of returns with income tax before credits 2,290
Income tax before credits amount $38,197,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $262,000
Number of returns with total tax credits 1,030
Total tax credits amount $1,540,000
Number of returns with foreign tax credit 170
Foreign tax credit amount $25,000
Number of returns with child and dependent care credit 250
Child and dependent care credit amount $139,000
Number of returns with nonrefundable education credit 260
Nonrefundable education credit amount $341,000
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 $828,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $129,000
Number of returns with self-employment tax 220
Self-employment tax amount $797,000
Number of returns with total tax payments 2,290
Total tax payments amount $39,608,000
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 240
Refundable education credit amount $212,000
Number of returns with income tax 2,290
Income tax amount [7] $36,657,000
Number of returns with tax liability 2,290
Total tax liability amount [8] $37,653,000
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 900
Tax due at time of filing amount [9] $3,702,000
Number of returns with overpayments refunded 1,360
Overpayments refunded amount [10] $5,435,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 290
Number of single returns 20
Number of joint returns 250
Number of head of household returns 0
Number of returns with paid preparer's signature 210
Number of exemptions 790
Number of dependents 260
Adjust gross income (AGI) [2] $77,988,000
Number of returns with total income 290
Salaries and wages amount $79,154,000
Number of returns with salaries and wages 250
Salaries and wages amount $50,549
Number of returns with taxable interest 240
Taxable interest amount $623
Number of returns with ordinary dividends 130
Ordinary dividends amount $855,000
Number of returns with qualified dividends 120
Qualified dividends amount [3] $697
Number of returns with state and local income tax refunds 130
State and local income tax refunds amount $312
Number of returns with business or professional net income (less loss) 50
Business or professional net income (less loss) amount $3,909,000
Number of returns with net capital gain (less loss) 120
Net capital gain (less loss) amount $3,980,000
Number of returns with taxable individual retirement arrangements distributions 50
Taxable individual retirement arrangements distributions amount $2,092,000
Number of returns with taxable pensions and annuities 100
Taxable pensions and annuities amount $6,869,000
Number of farm returns 0
Number of returns with unemployment compensation 0
Unemployment compensation amount [4] $0
Number of returns with taxable Social Security benefits 60
Taxable Social Security benefits amount $1,444,000
Number of returns with partnership/S-corp net income (less loss) 60
Partnership/S-corp net income (less loss) amount $3,638,000
Number of returns with total statutory adjustments 90
Total statutory adjustments amount $1,166,000
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 20
Self-employment health insurance deduction amount $221,000
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 280
Total itemized deductions amount $12,492,000
Amount of AGI for itemized returns $75,541,000
Number of returns with State and local income taxes 270
State and local income taxes amount $5,151,000
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 250
Real estate taxes amount $873,000
Number of returns with taxes paid 280
Taxes paid amount $6,248,000
Number of returns with mortgage interest paid 220
Mortgage interest paid amount $2,773,000
Number of returns with contributions 260
Contributions amount $2,156,000
Number of returns with taxable income 290
Taxable income amount $62,679,000
Number of returns with income tax before credits 290
Income tax before credits amount $14,867,000
Number of returns with alternative minimum tax 170
Alternative minimum tax amount $703,000
Number of returns with total tax credits 80
Total tax credits amount $108,000
Number of returns with foreign tax credit 50
Foreign tax credit amount $7,000
Number of returns with child and dependent care credit 20
Child and dependent care credit amount $14,000
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 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 50
Self-employment tax amount $474,000
Number of returns with total tax payments 280
Total tax payments amount $13,326,000
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 290
Income tax amount [7] $14,596,000
Number of returns with tax liability 290
Total tax liability amount [8] $15,330,000
Number of returns with Additional Medicare tax 110
Additional Medicare tax $78,000
Number of returns with net investment income tax 100
Net investment income tax $78,000
Number of returns with tax due at time of filing 160
Tax due at time of filing amount [9] $2,797,000
Number of returns with overpayments refunded 100
Overpayments refunded amount [10] $537,000

[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.