Alabama Form 40 – Fill Out and Use This PDF

The Alabama 40 form is an annual tax document used by residents and part-year residents of Alabama to file their individual income tax returns. It details income, deductions, taxes owed, and any refunds due for the tax year it applies to, specifically designed to consolidate financial information for state tax obligations. For individuals looking to file their taxes, ensuring accuracy on the Alabama 40 form is crucial for compliance and optimizing potential refunds or minimizing tax liabilities. To start filling out your form, click the button below.

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Alabama Form 40 PDF Details

Filing taxes can often seem like a daunting task, but understanding the forms you are required to fill out can make the process smoother. One such form for residents and part-year residents of Alabama is the Form 40 for the year 2020, covering the period from January 1 to December 31, or for any other tax year within its specified beginning and ending dates. This comprehensive document requires individuals to report various types of income, including wages, salaries, tips, interest, and dividends, alongside deductions, exemptions, and potential tax credits. It is notable for including sections for both standardized and itemized deductions, allowing taxpayers to select which option benefits them the most. Additionally, the form encompasses adjustments to income, with spaces for reporting alimony, business income or loss, and contributions to retirement accounts, among others. Taxpayers also have the opportunity to contribute to the Alabama Election Campaign Fund via this form. Accurately completing and understanding each section of Form 40 is crucial, as it calculates the individual's tax liability or refund due. Furthermore, for those who have amended their return or are engaging in specific financial actions such as adopting a child, there are designated areas within the form to address these situations. The form's detailed instructions aim to guide taxpayers through each step of the process to ensure compliance with Alabama's tax laws.

Question	Answer
Form Name	Alabama Form 40
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	6 Check if primary is deceased

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FORM		20000140
40	2020	20000140
	ALABAMA INDIVIDUAL INCOME TAX RETURN
	RESIDENTS & PART-YEAR RESIDENTS
For the year Jan. 1 - Dec. 31, 2020, or other tax year: Beginning:			Ending:	Your social security number
			Ending:
Your first name		Initial	Last name	6 Check if primary is deceased
				6 Check if primary is deceased
				Primary’s deceased date (mm/dd/yy)
Spouse’s first name		Initial	Last name
				Spouse’s social security number

Present home address (number and street or P.O. Box number)

												6 Check if spouse is deceased
City, town or post office								State		ZIP code	Spouse’s deceased date (mm/dd/yy)
Check if address		Foreign Country
6 is outside U.S.											CHECK BOX IF AMENDED RETURN 6
											CHECK BOX IF AMENDED RETURN 6
Filing Status/	1	6	$1,500 Single			3		6	$1,500 Married filing separate. Complete Spouse SSN
Exemptions	2	6	$3,000 Married filing joint			4		6	$3,000 Head of Family (with qualifying person). Complete Schedule HOF.
	2	6	$3,000 Married filing joint			4		6
	5a	Alabama Income Tax Withheld (from Schedule W-2, line 18, column G)									A – Alabama tax withheld			B – Income
	5b	Wages, salaries, tips, etc. (from Schedule W-2, line 18, column I plus J):									5a	00	5b	00
Income	6	Interest and dividend income (also attach Schedule B if over $1,500)									. . . . . . . . . . . . . .	. . . . . . . . . . . . . . .	6	00
and	7	Other income (from page 2, Part I, line 9) . .					. . . . . . . . . . . . .			. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .	. . . . . . . . . . . . . . .	7	00
Adjustments	8	Total income. Add amounts in the income column for line 5b through line 7									. . . . . . . . . . . . . .	. . . . . . . . . . . . . . .	8	00
	9	Total adjustments to income (from page 2, Part II, line 15)								. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .	. . . . . . . . . . . . . . .	9	00
	10	Adjusted gross income. Subtract line 9 from line 8								. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .	. . . . . . . . . . . . . . .	10	00
Deductions	11	Check box a, if you itemize deductions, and enter amount from Schedule A, line 27.									Box a or b MUST be checked
Deductions		Check box b, if you do not itemize deductions, and enter standard deduction (see instructions)

If claiming a deduc-		6a 6 Itemized Deductions				6b 6 Standard Deduction					11	00
tion on line 12, you		6a 6 Itemized Deductions				6b 6 Standard Deduction					11	00
tion on line 12, you
must attach page	12	Federal tax deduction (see instructions)
1,2 and Schedule 1 ,	12	Federal tax deduction (see instructions)					. . .	. . . .	. . . . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .		00
of your Federal		DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)									12
Return, if applica-		DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)									12
Return, if applica-												00
ble.	13	Personal exemption (from line 1, 2, 3, or 4)									13
	13	Personal exemption (from line 1, 2, 3, or 4)					. . .	. . . .	. . . . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	13
	14	Dependent exemption (from page 2, Part III, line 2)							. . . . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	14	00
	15	Total deductions. Add lines 11, 12, 13, and 14 . . .							. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .				15	00
	16	Taxable income. Subtract line 15 from line 10						. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .				16	00
	17	Income Tax due. Enter amount from tax table or check if from 6 Form NOL-85A										. . . . . . . . . . . . . .	17	00
Tax	18	Net tax due Alabama. Check box if computing tax using Schedule OC 6, otherwise enter amount from line 17											18	00
Staple Form(s) W-2,	19	Consumer Use Tax (see instructions). If you certify that no use tax is due, check box 6										. . . . . . . . . . . . . .	19	00
W-2G, and/or 1099	20	Alabama Election Campaign Fund. You may make a voluntary contribution to the following:
here. Attach Schedule	20
here. Attach Schedule				6		6		6 none						00
W-2 to return.	a	Alabama Democratic Party		6	$1	6	$2	6 none		20a				00
	b	Alabama Republican Party		6	$1	6	$2	6 none					20b	00
	21	Total tax liability and voluntary contribution. Add lines 18, 19, 20a, and 20b										. . . . . . . . . . . . . .	21	00
	22	Alabama income tax withheld (from column A, line 5a) .								. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	22	00
	23	2020 estimated tax payments/Automatic Extension Payment									23	00
	24	Amended Returns Only — Previous payments (see instructions)									24	00
Payments	25	Refundable Credits. Enter the amount from Schedule OC,Section F, line F4									25	00
	26	Total payments. Add lines 22, 23, 24, and 25						. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .				26	00
	27	Amended Returns Only – Previous refund (see instructions)											27	00
	28	Adjusted Total Payments. Subtract line 27 from line 26											28	00
AMOUNT	29	If line 21 is larger than line 28, subtract line 28 from line 21, and enter AMOUNT YOU OWE.
AMOUNT		Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)										29		00
YOU OWE												29		00
YOU OWE	30	Estimated tax penalty. Also include on line 29 (see instructions page 11)									30	00
	30										30	00
OVERPAID	31	If line 28 is larger than line 21, subtract line 21 from line 28, and enter amount OVERPAID										31		00
OVERPAID	32	Amount of line 31 to be applied to your 2021 estimated tax									32	00
	32	Amount of line 31 to be applied to your 2021 estimated tax									32	00
Donations	33	Total Donation Check-offs from Schedule DC, line 2								. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	33	00
REFUND	34	REFUNDED TO YOU. (CAUTION: You must sign this return on the reverse side.)
REFUND		Subtract lines 32 and 33 from line 31										34		00
		Subtract lines 32 and 33 from line 31				. . . . . .		. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .					00

ADOR

*20000240*

Form 40 (2020)
PART I	1	Alimony received		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
PART I
	2	Business income or (loss) (attach Federal Schedule C or C-EZ) (see instructions)						. . . . . . . . . . . . . . . . . .
	3	Gain or (loss) from sale of Real Estate, Stocks, Bonds, etc. (attach Schedule D)						. . . . . . . . . . . . . . . . . .
Other	4a	Total IRA distributions	4a		00	4b Taxable amount (see instructions)		. . . . . . . . . . . . . . . . . .
Other	5a	Total pensions and annuities	5a		00	5b Taxable amount (see instructions)
Income	5a	Total pensions and annuities	5a		00	5b Taxable amount (see instructions)		. . . . . . . . . . . . . . . . . .
Income	6	Rents, royalties, partnerships, estates, trusts, etc. (attach Schedule E)
(See page 12)	6					. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
(See page 12)	7	Farm income or (loss) (attach Federal Schedule F)
	7	Farm income or (loss) (attach Federal Schedule F)		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	8	Other income (state nature and source — see instructions)
	9	Total other income. Add lines 1 through 8. Enter here and also on page 1, line 7						. . . . . . . . . . . . . . . . . .
PART II	1a	Your IRA deduction		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
PART II
	b Spouse’s IRA deduction			. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	2	Payments to a Keogh retirement plan and self-employment SEP deduction					. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	3	Penalty on early withdrawal of savings		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	4	Alimony paid. Recipient’s last name					Social security no.
Adjustments	5	Adoption expenses		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
Adjustments	6	Moving Expenses (Attach Federal Form 3903) to City					State	ZIP
to Income	7	Self-employed health insurance deduction
(See page 15)	7	Self-employed health insurance deduction		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
(See page 15)	8	Payments to Alabama College Counts 529 Fund or Alabama PACT Program
	8							. . . . . . . . . . . . . . . . . .
	9	Health insurance deduction for small employer employee (see instructions)					. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	10	Costs to retrofit or upgrade home to resist wind or flood damage				. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	11	Deposits to a catastrophe savings account		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	12	Contributions to a health savings account		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	13	Deposits to an Alabama First-Time and Second Chance Home Buyer Savings Account (see instructions)						. . . . . . . . . . . . . . . . . . .
	14	Firefighter’s Insurance Premiums	. . . . . . . . . . . . . . . . . . . . .	. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
	15	Total adjustments. Add lines 1 through 14. Enter here and also on page 1, line 9						. . . . . . . . . . . . . . . . . .
PART III	1	Total number of dependents from Schedule DS, line 1b. .		. . . . .	. . . . . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
Dependents	2	Amount allowed. (Multiply total number of dependents claimed on line 1 by the amount on the dependent chart
Dependents		on page 10 of Instructions.) Enter amount here and on page 1, line 14
						. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . . . . . .
PART IV	1	Residency Check only one box V 6 Full Year		6 Part Year			From	2020 through
	2	Did you file an Alabama income tax return for the year 2019?			6 Yes		6 No If no, state reason
General	3	Give name and address of present employer(s). Yours
Information		Your Spouse’s
	4	Enter the Federal Adjusted Gross Income $					and Federal Taxable Income $
All Taxpayers		Individual Income Tax Return.
Must Complete		Individual Income Tax Return.
Must Complete	5	Do you have income which is reported on your Federal return, but not reported on your Alabama return (other than your state tax refund)?
This Section.	5
This Section.		If yes, enter source(s) and amount(s) below: (other than state income tax refund)

(See page 16)		Source						Amount
		Source						Amount
Drivers		DOB					Iss date	Exp date
Drivers		(mm/dd/yyyy)	Your state	DL#			(mm/dd/yyyy)	(mm/dd/yyyy)
License Info		DOB					Iss date	Exp date
License Info		(mm/dd/yyyy)	Spouse state	DL#			(mm/dd/yyyy)	(mm/dd/yyyy)
		(mm/dd/yyyy)	Spouse state	DL#			(mm/dd/yyyy)	(mm/dd/yyyy)

	Page 2
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	2020.

as reported on your 2020 Federal

6 Yes 6 No

Sign Here In Black Ink

Keep a copy of this return for your records.

Paid

Preparer’s

Use Only

WHERE TO

FILE

FORM 40

6I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.

Your signature	Date	Daytime telephone number			Your occupation
v		(	)
v
Spouse’s signature (if joint return, BOTH must sign)	Date	Daytime telephone number			Spouse’s occupation
v		(	)
v
Preparer’s		Date		Check if		Preparer’s SSN or PTIN
Preparer’s
v signature						6
v signature				self-employed		6	C
Firm’s name (or yours		Daytime telephone no. (		)		E.I. No.
if self-employed)		Daytime telephone no. (		)		E.I. No.
if self-employed)
v and address						ZIP Code

If you are receiving a refund, Form 40, line 34, mail your return to: Alabama Department of Revenue, P.O. Box 154, Montgomery, AL 36135-0001

vIf you are not receiving a refund or making a payment, mail your return to: Alabama Department of Revenue, P.O. Box 327469, Montgomery, AL 36132-7469If you are making a payment, Form 40, line 29, mail your return to: Alabama Department of Revenue, P.O. Box 2401, Montgomery, AL 36140-0001

Mail only your 2020 Form 40 to one of the above addresses. Prior year returns, amended returns, and all other correspondence should be mailed to Alabama Department of Revenue, P.O. Box 327464, Montgomery, AL 36132-7464.

ADOR

How to Edit Alabama Form 40 Online for Free

Any time you would like to fill out Alabama Form 40, it's not necessary to install any kind of applications - simply try using our PDF editor. The editor is continually improved by us, receiving new awesome features and turning out to be a lot more versatile. Here is what you would have to do to get going:

Step 1: Press the "Get Form" button in the top section of this page to get into our PDF tool.

Step 2: The tool enables you to work with your PDF form in various ways. Change it by writing any text, correct what's already in the document, and include a signature - all doable in no time!

As for the blank fields of this particular PDF, here is what you want to do:

1. Start completing your Alabama Form 40 with a number of essential blanks. Gather all of the required information and ensure nothing is overlooked!

Stage no. 1 for filling in Alabama Form 40

2. Your next part is to submit these particular fields: Deductions, If claiming a deduc tion on line , Tax Staple Forms W WG andor here, Payments, AMOUNT YOU OWE, Check box a if you itemize, Check box b if you do not itemize, a Itemized Deductions b , DO NOT ENTER THE FEDERAL TAX, Dependent exemption from page , Personal exemption from line , Total deductions Add lines , Alabama Election Campaign Fund, estimated tax paymentsAutomatic, and Alabama income tax withheld from.

Part number 2 for submitting Alabama Form 40

3. This subsequent part is considered fairly straightforward, AMOUNT YOU OWE, OVERPAID, Donations, REFUND, Place payment along with Form V, Penalties from Schedule ATP Part, If line is larger than line , Amount of line to be applied to, Total Donation Checkoffs from, REFUNDED TO YOU CAUTION You must, If line is greater than zero, and ADOR - all these form fields has to be completed here.

Alabama Form 40 completion process outlined (part 3)

Be very attentive when filling in Place payment along with Form V and REFUNDED TO YOU CAUTION You must, because this is where many people make errors.

4. The next section requires your involvement in the following places: Form , PART I, Alimony received , Business income or loss attach, Gain or loss from sale of Real, Other Income See instructions, a Total IRA distributions, a Total pensions and annuities a, a , b Taxable amount see instructions, Rents royalties partnerships, Farm income or loss attach, Other income state nature and, Total other income Add lines , and PART II. Make certain to give all required info to go further.

Learn how to fill out Alabama Form 40 stage 4

5. When you reach the conclusion of the form, there are actually a couple extra requirements that must be fulfilled. Specifically, Contributions to an Achieving a, Total adjustments Add lines , PART III, Total number of dependents from, Page , Dependents, PART IV, General Information, All Taxpayers Must Complete This, See instructions, Drivers License Info, Sign Here In Black Ink, Keep a copy of this return for, Amount allowed Multiply total, and in the instructions Enter amount should be filled out.

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