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.

QuestionAnswer
Form NameAlabama Form 40
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other names 6 Check if primary is deceased

Form Preview Example

FORM

 

*20000140*

 

40

2020

 

 

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

 

 

Your first name

 

Initial

Last name

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

 

 

 

 

 

 

 

 

 

 

 

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.

 

 

 

 

 

 

 

 

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) . .

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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. . . . . . . . . . . . . . .

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)

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. . . . . . . . . . . . . .

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9

00

 

10

Adjusted gross income. Subtract line 9 from line 8

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. . . . . . . . . . . . . .

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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

 

 

 

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

must attach page

12

Federal tax deduction (see instructions)

 

 

 

 

 

 

 

 

1,2 and Schedule 1 ,

. . .

. . . .

. . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

 

00

 

 

of your Federal

 

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

 

 

 

. . .

. . . .

. . . . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

 

 

 

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

 

 

 

 

 

 

 

6

 

6

 

6 none

 

 

 

 

00

W-2 to return.

a

Alabama Democratic Party

$1

$2

20a

 

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.

 

 

 

 

 

Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)

29

 

00

YOU OWE

 

 

30

Estimated tax penalty. Also include on line 29 (see instructions page 11)

30

00

 

 

 

 

 

OVERPAID

31

If line 28 is larger than line 21, subtract line 21 from line 28, and enter amount OVERPAID

31

 

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.)

 

 

 

 

 

Subtract lines 32 and 33 from line 31

 

 

 

 

 

 

34

 

00

 

 

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ADOR

*20000240*

Form 40 (2020)

 

 

 

 

 

 

PART I

1

Alimony received

. . . . .

. . . . . . .

. . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

 

 

 

 

 

 

 

 

 

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)

. . . . . . . . . . . . . . . . . .

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)

. . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

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

. . . . .

. . . . . . .

. . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

 

 

 

 

 

 

 

 

 

b Spouse’s IRA deduction

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

 

2

Payments to a Keogh retirement plan and self-employment SEP deduction

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

 

3

Penalty on early withdrawal of savings

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. . . . . . .

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

 

4

Alimony paid. Recipient’s last name

 

 

 

Social security no.

 

Adjustments

5

Adoption expenses

. . . . .

. . . . . . .

. . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

6

Moving Expenses (Attach Federal Form 3903) to City

 

 

 

State

ZIP

to Income

7

Self-employed health insurance deduction

 

 

 

 

 

(See page 15)

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8

Payments to Alabama College Counts 529 Fund or Alabama PACT Program

 

 

. . . . . . . . . . . . . . . . . .

 

9

Health insurance deduction for small employer employee (see instructions)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

 

10

Costs to retrofit or upgrade home to resist wind or flood damage

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

 

11

Deposits to a catastrophe savings account

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12

Contributions to a health savings account

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. . . . . . . . . . . . . . . . . .

 

13

Deposits to an Alabama First-Time and Second Chance Home Buyer Savings Account (see instructions)

. . . . . . . . . . . . . . . . . . .

 

14

Firefighter’s Insurance Premiums

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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

. . . . . . . . . . . . . . . . . .

 

15

Total adjustments. Add lines 1 through 14. Enter here and also on page 1, line 9

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PART III

1

Total number of dependents from Schedule DS, line 1b. .

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. . . . . . .

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Dependents

2

Amount allowed. (Multiply total number of dependents claimed on line 1 by the amount on the dependent chart

 

 

on page 10 of Instructions.) Enter amount here and on page 1, line 14

 

 

 

 

 

. . . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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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

 

 

 

 

 

 

 

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.

 

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

 

(mm/dd/yyyy)

Your state

DL#

 

 

(mm/dd/yyyy)

(mm/dd/yyyy)

License Info

 

DOB

 

 

 

 

Iss date

Exp date

 

(mm/dd/yyyy)

Spouse state

DL#

 

 

(mm/dd/yyyy)

(mm/dd/yyyy)

 

 

 

 

 

Page 2

1

00

2

00

3

00

4b

00

5b

00

6

00

7

00

8

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9

00

1a

00

1b

00

2

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3

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11

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15

00

1

00

2

00

 

2020.

as reported on your 2020 Federal

6 Yes 6 No

00

00

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

 

(

)

 

 

 

 

 

 

 

 

 

 

 

Spouse’s signature (if joint return, BOTH must sign)

Date

Daytime telephone number

Spouse’s occupation

 

v

 

(

)

 

 

 

 

 

 

 

 

 

 

 

Preparer’s

 

Date

 

Check if

Preparer’s SSN or PTIN

 

 

 

 

 

 

v signature

 

 

 

6

 

 

 

 

self-employed

C

Firm’s name (or yours

 

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.

Filling in segment 5 of Alabama Form 40

Step 3: Reread everything you've typed into the blank fields and then hit the "Done" button. Download your Alabama Form 40 once you subscribe to a free trial. Conveniently access the form in your personal cabinet, together with any edits and adjustments all saved! We don't share or sell any information you type in while completing forms at our website.