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ZIP Code Database - Facts & Stats

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ZIP Code 97086 Income Tax Stats

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

ZIP Code 97086 Data

Zip Code:97086
City:Happy Valley
State:OR [Oregon]
Counties: CLACKAMAS, OR
City Alias(es):Happy Valley
Area Code:503
Time Zone: Pacific (GMT -08:00)
Observes Day Light Savings:Yes
Classification: [Non-Unique]





97086 Income Tax Overview

Total Number of Tax Returns for ZIP Code 97086 [1] 12,670
Total Number of Single Tax Returns for ZIP Code 97086 5,170
Total Number of Joint Tax Returns for ZIP Code 97086 5,890
Total Number of Dependents for ZIP Code 97086 8,940
Total Adjusted Gross Income for ZIP Code 97086 $1,005,645,000
Average Income per Person for ZIP Code 97086 $38,664
Average Income per Household for ZIP Code 97086 $79,372

The following tables break down the Income Tax Statistics into different Gross Income levels.


Adjusted Gross Income: $10,000 under $25,000

Number of returns [1] 3,960
Number of single returns 2,990
Number of joint returns 470
Number of head of household returns 420
Number of returns with paid preparer's signature 1,660
Number of exemptions 4,940
Number of dependents 1,370
Adjust gross income (AGI) [2] $47,628,000
Number of returns with total income 3,960
Salaries and wages amount $48,857,000
Number of returns with salaries and wages 3,090
Salaries and wages amount $36,047
Number of returns with taxable interest 650
Taxable interest amount $639
Number of returns with ordinary dividends 390
Ordinary dividends amount $784,000
Number of returns with qualified dividends 340
Qualified dividends amount [3] $441
Number of returns with state and local income tax refunds 110
State and local income tax refunds amount $83
Number of returns with business or professional net income (less loss) 530
Business or professional net income (less loss) amount $4,220,000
Number of returns with net capital gain (less loss) 390
Net capital gain (less loss) amount $61,000
Number of returns with taxable individual retirement arrangements distributions 230
Taxable individual retirement arrangements distributions amount $1,534,000
Number of returns with taxable pensions and annuities 420
Taxable pensions and annuities amount $3,583,000
Number of farm returns 0
Number of returns with unemployment compensation 270
Unemployment compensation amount [4] $1,377,000
Number of returns with taxable Social Security benefits 150
Taxable Social Security benefits amount $308,000
Number of returns with partnership/S-corp net income (less loss) 90
Partnership/S-corp net income (less loss) amount $257,000
Number of returns with total statutory adjustments 770
Total statutory adjustments amount $1,229,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 20
Self-employment retirement plans amount $190,000
Number of returns with self-employment health insurance deduction 80
Self-employment health insurance deduction amount $319,000
Number of returns with IRA payments 20
IRA payments amount $43,000
Number of returns with student loan interest deduction 230
Student loan interest deduction amount $195,000
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 360
Total itemized deductions amount $7,462,000
Amount of AGI for itemized returns $5,272,000
Number of returns with State and local income taxes 190
State and local income taxes amount $277,000
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 $1,107,000
Number of returns with taxes paid 320
Taxes paid amount $1,444,000
Number of returns with mortgage interest paid 190
Mortgage interest paid amount $1,995,000
Number of returns with contributions 220
Contributions amount $515,000
Number of returns with taxable income 1,820
Taxable income amount $11,332,000
Number of returns with income tax before credits 1,770
Income tax before credits amount $1,207,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 460
Total tax credits amount $173,000
Number of returns with foreign tax credit 30
Foreign tax credit amount $1,000
Number of returns with child and dependent care credit 30
Child and dependent care credit amount $9,000
Number of returns with nonrefundable education credit 190
Nonrefundable education credit amount $109,000
Number of returns with retirement savings contribution credit 140
Retirement savings contribution credit amount $19,000
Number of returns with child tax credit 90
Child tax credit amount $32,000
Number of returns with residential energy tax credit 0
Residential energy tax credit amount $0
Number of returns with self-employment tax 460
Self-employment tax amount $712,000
Number of returns with total tax payments 3,450
Total tax payments amount $6,066,000
Number of returns with earned income credit 970
Earned income credit amount [5] $2,157,000
Number of returns with excess earned income credit 830
Excess earned income credit (refundable) amount [6] $1,809,000
Number of returns with additional child tax credit 560
Additional child tax credit amount $719,000
Number of returns with refundable education credit 280
Refundable education credit amount $225,000
Number of returns with income tax 1,510
Income tax amount [7] $1,034,000
Number of returns with tax liability 1,910
Total tax liability amount [8] $1,785,000
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 420
Tax due at time of filing amount [9] $419,000
Number of returns with overpayments refunded 3,170
Overpayments refunded amount [10] $4,656,000

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

Number of returns [1] 2,500
Number of single returns 1,300
Number of joint returns 780
Number of head of household returns 350
Number of returns with paid preparer's signature 1,140
Number of exemptions 4,950
Number of dependents 1,690
Adjust gross income (AGI) [2] $90,559,000
Number of returns with total income 2,500
Salaries and wages amount $92,524,000
Number of returns with salaries and wages 2,090
Salaries and wages amount $70,560
Number of returns with taxable interest 550
Taxable interest amount $745
Number of returns with ordinary dividends 340
Ordinary dividends amount $1,112,000
Number of returns with qualified dividends 300
Qualified dividends amount [3] $580
Number of returns with state and local income tax refunds 340
State and local income tax refunds amount $301
Number of returns with business or professional net income (less loss) 360
Business or professional net income (less loss) amount $5,595,000
Number of returns with net capital gain (less loss) 330
Net capital gain (less loss) amount $347,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $2,096,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $5,816,000
Number of farm returns 0
Number of returns with unemployment compensation 210
Unemployment compensation amount [4] $1,353,000
Number of returns with taxable Social Security benefits 350
Taxable Social Security benefits amount $2,365,000
Number of returns with partnership/S-corp net income (less loss) 140
Partnership/S-corp net income (less loss) amount $1,230,000
Number of returns with total statutory adjustments 700
Total statutory adjustments amount $1,966,000
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 90
Self-employment health insurance deduction amount $505,000
Number of returns with IRA payments 70
IRA payments amount $353,000
Number of returns with student loan interest deduction 320
Student loan interest deduction amount $349,000
Number of returns with tuition and fees deduction 30
Tuition and fees deduction amount $79,000
Returns with domestic production activities deduction 0
Domestic production activities deduction amount $0
Number of returns with itemized deductions 640
Total itemized deductions amount $11,723,000
Amount of AGI for itemized returns $24,237,000
Number of returns with State and local income taxes 550
State and local income taxes amount $1,221,000
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 500
Real estate taxes amount $2,189,000
Number of returns with taxes paid 630
Taxes paid amount $3,480,000
Number of returns with mortgage interest paid 430
Mortgage interest paid amount $3,787,000
Number of returns with contributions 450
Contributions amount $1,128,000
Number of returns with taxable income 2,330
Taxable income amount $45,794,000
Number of returns with income tax before credits 2,320
Income tax before credits amount $5,630,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 920
Total tax credits amount $758,000
Number of returns with foreign tax credit 90
Foreign tax credit amount $9,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $37,000
Number of returns with nonrefundable education credit 240
Nonrefundable education credit amount $220,000
Number of returns with retirement savings contribution credit 260
Retirement savings contribution credit amount $47,000
Number of returns with child tax credit 460
Child tax credit amount $423,000
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 $964,000
Number of returns with total tax payments 2,400
Total tax payments amount $9,444,000
Number of returns with earned income credit 430
Earned income credit amount [5] $842,000
Number of returns with excess earned income credit 320
Excess earned income credit (refundable) amount [6] $601,000
Number of returns with additional child tax credit 430
Additional child tax credit amount $696,000
Number of returns with refundable education credit 180
Refundable education credit amount $144,000
Number of returns with income tax 1,930
Income tax amount [7] $4,872,000
Number of returns with tax liability 2,090
Total tax liability amount [8] $5,889,000
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 470
Tax due at time of filing amount [9] $816,000
Number of returns with overpayments refunded 1,970
Overpayments refunded amount [10] $4,293,000

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

Number of returns [1] 1,590
Number of single returns 590
Number of joint returns 800
Number of head of household returns 150
Number of returns with paid preparer's signature 880
Number of exemptions 3,520
Number of dependents 1,130
Adjust gross income (AGI) [2] $98,665,000
Number of returns with total income 1,590
Salaries and wages amount $100,496,000
Number of returns with salaries and wages 1,320
Salaries and wages amount $71,430
Number of returns with taxable interest 590
Taxable interest amount $846
Number of returns with ordinary dividends 360
Ordinary dividends amount $1,155,000
Number of returns with qualified dividends 320
Qualified dividends amount [3] $723
Number of returns with state and local income tax refunds 590
State and local income tax refunds amount $640
Number of returns with business or professional net income (less loss) 280
Business or professional net income (less loss) amount $3,879,000
Number of returns with net capital gain (less loss) 350
Net capital gain (less loss) amount $1,471,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $3,247,000
Number of returns with taxable pensions and annuities 390
Taxable pensions and annuities amount $9,303,000
Number of farm returns 40
Number of returns with unemployment compensation 110
Unemployment compensation amount [4] $808,000
Number of returns with taxable Social Security benefits 340
Taxable Social Security benefits amount $5,064,000
Number of returns with partnership/S-corp net income (less loss) 160
Partnership/S-corp net income (less loss) amount $2,543,000
Number of returns with total statutory adjustments 540
Total statutory adjustments amount $1,831,000
Number of returns with educator expenses 50
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 80
Self-employment health insurance deduction amount $481,000
Number of returns with IRA payments 60
IRA payments amount $279,000
Number of returns with student loan interest deduction 220
Student loan interest deduction amount $213,000
Number of returns with tuition and fees deduction 40
Tuition and fees deduction amount $72,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $64,000
Number of returns with itemized deductions 910
Total itemized deductions amount $18,691,000
Amount of AGI for itemized returns $57,623,000
Number of returns with State and local income taxes 840
State and local income taxes amount $3,032,000
Number of returns with State and local general sales tax 40
State and local general sales tax amount $55,000
Number of returns with real estate taxes 790
Real estate taxes amount $3,624,000
Number of returns with taxes paid 900
Taxes paid amount $6,793,000
Number of returns with mortgage interest paid 710
Mortgage interest paid amount $6,506,000
Number of returns with contributions 740
Contributions amount $2,134,000
Number of returns with taxable income 1,580
Taxable income amount $60,037,000
Number of returns with income tax before credits 1,560
Income tax before credits amount $8,398,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 680
Total tax credits amount $952,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $8,000
Number of returns with child and dependent care credit 80
Child and dependent care credit amount $38,000
Number of returns with nonrefundable education credit 170
Nonrefundable education credit amount $210,000
Number of returns with retirement savings contribution credit 60
Retirement savings contribution credit amount $9,000
Number of returns with child tax credit 430
Child tax credit amount $656,000
Number of returns with residential energy tax credit 30
Residential energy tax credit amount $7,000
Number of returns with self-employment tax 210
Self-employment tax amount $766,000
Number of returns with total tax payments 1,550
Total tax payments amount $10,164,000
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 90
Additional child tax credit amount $118,000
Number of returns with refundable education credit 130
Refundable education credit amount $126,000
Number of returns with income tax 1,470
Income tax amount [7] $7,446,000
Number of returns with tax liability 1,520
Total tax liability amount [8] $8,289,000
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 460
Tax due at time of filing amount [9] $1,140,000
Number of returns with overpayments refunded 1,080
Overpayments refunded amount [10] $2,830,000

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

Number of returns [1] 1,240
Number of single returns 280
Number of joint returns 870
Number of head of household returns 80
Number of returns with paid preparer's signature 730
Number of exemptions 3,170
Number of dependents 1,060
Adjust gross income (AGI) [2] $108,408,000
Number of returns with total income 1,240
Salaries and wages amount $110,423,000
Number of returns with salaries and wages 1,030
Salaries and wages amount $77,478
Number of returns with taxable interest 620
Taxable interest amount $808
Number of returns with ordinary dividends 380
Ordinary dividends amount $1,378,000
Number of returns with qualified dividends 350
Qualified dividends amount [3] $907
Number of returns with state and local income tax refunds 660
State and local income tax refunds amount $802
Number of returns with business or professional net income (less loss) 240
Business or professional net income (less loss) amount $4,594,000
Number of returns with net capital gain (less loss) 370
Net capital gain (less loss) amount $1,289,000
Number of returns with taxable individual retirement arrangements distributions 210
Taxable individual retirement arrangements distributions amount $4,000,000
Number of returns with taxable pensions and annuities 310
Taxable pensions and annuities amount $10,009,000
Number of farm returns 0
Number of returns with unemployment compensation 100
Unemployment compensation amount [4] $778,000
Number of returns with taxable Social Security benefits 280
Taxable Social Security benefits amount $5,590,000
Number of returns with partnership/S-corp net income (less loss) 150
Partnership/S-corp net income (less loss) amount $2,419,000
Number of returns with total statutory adjustments 400
Total statutory adjustments amount $2,015,000
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 70
Self-employment health insurance deduction amount $512,000
Number of returns with IRA payments 70
IRA payments amount $481,000
Number of returns with student loan interest deduction 120
Student loan interest deduction amount $133,000
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 990
Total itemized deductions amount $22,600,000
Amount of AGI for itemized returns $86,592,000
Number of returns with State and local income taxes 950
State and local income taxes amount $5,103,000
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 860
Real estate taxes amount $4,111,000
Number of returns with taxes paid 980
Taxes paid amount $9,328,000
Number of returns with mortgage interest paid 790
Mortgage interest paid amount $7,398,000
Number of returns with contributions 830
Contributions amount $2,628,000
Number of returns with taxable income 1,240
Taxable income amount $70,651,000
Number of returns with income tax before credits 1,230
Income tax before credits amount $10,355,000
Number of returns with alternative minimum tax 0
Alternative minimum tax amount $0
Number of returns with total tax credits 630
Total tax credits amount $1,002,000
Number of returns with foreign tax credit 110
Foreign tax credit amount $11,000
Number of returns with child and dependent care credit 70
Child and dependent care credit amount $40,000
Number of returns with nonrefundable education credit 150
Nonrefundable education credit amount $192,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 400
Child tax credit amount $679,000
Number of returns with residential energy tax credit 40
Residential energy tax credit amount $22,000
Number of returns with self-employment tax 180
Self-employment tax amount $790,000
Number of returns with total tax payments 1,210
Total tax payments amount $11,944,000
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 $24,000
Number of returns with refundable education credit 110
Refundable education credit amount $102,000
Number of returns with income tax 1,210
Income tax amount [7] $9,352,000
Number of returns with tax liability 1,220
Total tax liability amount [8] $10,213,000
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 380
Tax due at time of filing amount [9] $1,306,000
Number of returns with overpayments refunded 820
Overpayments refunded amount [10] $2,870,000

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

Number of returns [1] 2,510
Number of single returns 220
Number of joint returns 2,190
Number of head of household returns 100
Number of returns with paid preparer's signature 1,420
Number of exemptions 7,380
Number of dependents 2,690
Adjust gross income (AGI) [2] $346,762,000
Number of returns with total income 2,510
Salaries and wages amount $351,745,000
Number of returns with salaries and wages 2,250
Salaries and wages amount $264,081
Number of returns with taxable interest 1,450
Taxable interest amount $1,899
Number of returns with ordinary dividends 970
Ordinary dividends amount $3,688,000
Number of returns with qualified dividends 910
Qualified dividends amount [3] $2,595
Number of returns with state and local income tax refunds 1,520
State and local income tax refunds amount $2,017
Number of returns with business or professional net income (less loss) 470
Business or professional net income (less loss) amount $9,589,000
Number of returns with net capital gain (less loss) 940
Net capital gain (less loss) amount $7,382,000
Number of returns with taxable individual retirement arrangements distributions 370
Taxable individual retirement arrangements distributions amount $10,424,000
Number of returns with taxable pensions and annuities 580
Taxable pensions and annuities amount $23,093,000
Number of farm returns 0
Number of returns with unemployment compensation 130
Unemployment compensation amount [4] $961,000
Number of returns with taxable Social Security benefits 430
Taxable Social Security benefits amount $9,398,000
Number of returns with partnership/S-corp net income (less loss) 430
Partnership/S-corp net income (less loss) amount $15,321,000
Number of returns with total statutory adjustments 970
Total statutory adjustments amount $4,982,000
Number of returns with educator expenses 160
Educator expenses amount $40,000
Number of returns with self-employment retirement plans 40
Self-employment retirement plans amount $657,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,300,000
Number of returns with IRA payments 130
IRA payments amount $825,000
Number of returns with student loan interest deduction 310
Student loan interest deduction amount $282,000
Number of returns with tuition and fees deduction 80
Tuition and fees deduction amount $132,000
Returns with domestic production activities deduction 30
Domestic production activities deduction amount $129,000
Number of returns with itemized deductions 2,340
Total itemized deductions amount $70,844,000
Amount of AGI for itemized returns $325,104,000
Number of returns with State and local income taxes 2,290
State and local income taxes amount $21,400,000
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 2,190
Real estate taxes amount $11,906,000
Number of returns with taxes paid 2,330
Taxes paid amount $33,614,000
Number of returns with mortgage interest paid 2,010
Mortgage interest paid amount $23,451,000
Number of returns with contributions 2,110
Contributions amount $8,351,000
Number of returns with taxable income 2,510
Taxable income amount $245,184,000
Number of returns with income tax before credits 2,500
Income tax before credits amount $41,825,000
Number of returns with alternative minimum tax 110
Alternative minimum tax amount $220,000
Number of returns with total tax credits 1,210
Total tax credits amount $1,538,000
Number of returns with foreign tax credit 280
Foreign tax credit amount $52,000
Number of returns with child and dependent care credit 270
Child and dependent care credit amount $129,000
Number of returns with nonrefundable education credit 270
Nonrefundable education credit amount $401,000
Number of returns with retirement savings contribution credit 0
Retirement savings contribution credit amount $0
Number of returns with child tax credit 620
Child tax credit amount $823,000
Number of returns with residential energy tax credit 90
Residential energy tax credit amount $39,000
Number of returns with self-employment tax 380
Self-employment tax amount $1,893,000
Number of returns with total tax payments 2,480
Total tax payments amount $44,901,000
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 250
Refundable education credit amount $257,000
Number of returns with income tax 2,500
Income tax amount [7] $40,287,000
Number of returns with tax liability 2,500
Total tax liability amount [8] $42,446,000
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 960
Tax due at time of filing amount [9] $4,601,000
Number of returns with overpayments refunded 1,450
Overpayments refunded amount [10] $6,388,000

Adjusted Gross Income: $200,000 or more

Number of returns [1] 870
Number of single returns 60
Number of joint returns 780
Number of head of household returns 0
Number of returns with paid preparer's signature 640
Number of exemptions 2,640
Number of dependents 1,000
Adjust gross income (AGI) [2] $313,623,000
Number of returns with total income 870
Salaries and wages amount $320,377,000
Number of returns with salaries and wages 780
Salaries and wages amount $192,117
Number of returns with taxable interest 700
Taxable interest amount $3,060
Number of returns with ordinary dividends 490
Ordinary dividends amount $3,478,000
Number of returns with qualified dividends 450
Qualified dividends amount [3] $2,372
Number of returns with state and local income tax refunds 380
State and local income tax refunds amount $1,279
Number of returns with business or professional net income (less loss) 190
Business or professional net income (less loss) amount $11,724,000
Number of returns with net capital gain (less loss) 510
Net capital gain (less loss) amount $18,348,000
Number of returns with taxable individual retirement arrangements distributions 110
Taxable individual retirement arrangements distributions amount $4,944,000
Number of returns with taxable pensions and annuities 140
Taxable pensions and annuities amount $7,387,000
Number of farm returns 0
Number of returns with unemployment compensation 30
Unemployment compensation amount [4] $192,000
Number of returns with taxable Social Security benefits 110
Taxable Social Security benefits amount $2,725,000
Number of returns with partnership/S-corp net income (less loss) 340
Partnership/S-corp net income (less loss) amount $65,297,000
Number of returns with total statutory adjustments 340
Total statutory adjustments amount $6,753,000
Number of returns with educator expenses 0
Educator expenses amount $0
Number of returns with self-employment retirement plans 50
Self-employment retirement plans amount $1,535,000
Number of returns with self-employment health insurance deduction 160
Self-employment health insurance deduction amount $1,736,000
Number of returns with IRA payments 30
IRA payments amount $252,000
Number of returns with student loan interest deduction 0
Student loan interest deduction amount $0
Number of returns with tuition and fees deduction 0
Tuition and fees deduction amount $0
Returns with domestic production activities deduction 50
Domestic production activities deduction amount $1,222,000
Number of returns with itemized deductions 860
Total itemized deductions amount $51,625,000
Amount of AGI for itemized returns $311,022,000
Number of returns with State and local income taxes 850
State and local income taxes amount $25,418,000
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 830
Real estate taxes amount $6,412,000
Number of returns with taxes paid 860
Taxes paid amount $31,966,000
Number of returns with mortgage interest paid 750
Mortgage interest paid amount $11,883,000
Number of returns with contributions 820
Contributions amount $7,972,000
Number of returns with taxable income 870
Taxable income amount $254,357,000
Number of returns with income tax before credits 870
Income tax before credits amount $68,490,000
Number of returns with alternative minimum tax 630
Alternative minimum tax amount $3,732,000
Number of returns with total tax credits 350
Total tax credits amount $659,000
Number of returns with foreign tax credit 220
Foreign tax credit amount $203,000
Number of returns with child and dependent care credit 100
Child and dependent care credit amount $47,000
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 190
Self-employment tax amount $1,809,000
Number of returns with total tax payments 860
Total tax payments amount $66,446,000
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 870
Income tax amount [7] $67,844,000
Number of returns with tax liability 870
Total tax liability amount [8] $70,992,000
Number of returns with Additional Medicare tax 410
Additional Medicare tax $509,000
Number of returns with net investment income tax 410
Net investment income tax $509,000
Number of returns with tax due at time of filing 460
Tax due at time of filing amount [9] $10,258,000
Number of returns with overpayments refunded 310
Overpayments refunded amount [10] $3,086,000

[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.