What You Need Before You Begin
Before completing the Alabama 8453 form, gather the following items:
- Your completed Alabama income tax return (Form 40 or Form 40A)
- Your Social Security Number or Individual Taxpayer Identification Number (ITIN)
- The name and EFIN (Electronic Filing Identification Number) of your Electronic Return Originator
- Your bank routing number and account number if you are requesting a direct deposit refund
How to Complete the Alabama 8453 Form Step by Step
Follow these steps to fill out the form correctly:
- Enter your name and Social Security Number at the top of the form. If you are filing jointly, include your spouse's full name and Social Security Number as well.
- Complete the Tax Return Information section. Enter your Alabama adjusted gross income, total tax liability, total payments, refund amount, and any amount you owe. These amounts must match the figures on the electronic return your ERO is preparing to transmit.
- Fill in the Direct Deposit section if you want your refund deposited directly to your bank account. Provide the bank routing number, account number, and indicate whether the account is checking or savings.
- Sign and date the Taxpayer Declaration. By signing, you confirm under penalty of perjury that you have reviewed the return information and that it is accurate. If you are filing a joint return, both you and your spouse must sign.
- Have your ERO complete and sign their section. Your authorized tax preparer or transmitter will enter their EFIN and sign the ERO declaration to certify that the return is accurate and ready for electronic submission.
Where to Keep the Completed Form
Do not mail the signed Alabama 8453 to the Department of Revenue. After the electronic return is transmitted, retain the signed original for at least three years. Your ERO will also keep a copy for the same period. If the Alabama Department of Revenue audits your return or requests documentation, you may be asked to provide the signed Form 8453 as proof of authorization.
Frequently Asked Questions
Do I need the Alabama 8453 if I file my own return online? It depends on how your return is transmitted. If your tax software acts as its own authorized transmitter, the authorization step may be handled electronically without a paper form. Check with your software provider to confirm whether a separate Form 8453 is required.
What is an Electronic Return Originator? An ERO is a tax professional or firm that is authorized by the IRS and state revenue agencies to prepare and transmit electronic tax returns on behalf of taxpayers. EROs must obtain an EFIN and follow specific requirements for record-keeping and taxpayer authentication.
Is the Alabama 8453 form the same as the federal Form 8453? No. The Alabama 8453 is specific to the Alabama state income tax return. The federal equivalent is the IRS Form 8453, which is used to authorize electronic filing of a federal individual income tax return. Both forms serve a similar purpose but are submitted for different returns.
