Alabama Form 40X PDF Details

Alabama Form 40X is a state information return form that is used to report certain types of payments and other taxable transactions made in Alabama. The form must be filed by the person or business that makes the payment, and must include information such as the payee's name and address, the date of the payment, and the amount of the payment. Penalties may apply for failure to file the form on time. Additional information about Alabama Form 40X can be found on the Alabama Department of Revenue website.

QuestionAnswer
Form NameAlabama Form 40X
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesform 40x alabama, form 40x, carryforward, preparer

Form Preview Example

FORM

 

 

*XX12830140X*

40X

 

 

REV. 9/06

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AMENDED Alabama Individual Income Tax Return

 

 

or Application For Refund

 

 

 

 

 

 

 

 

 

 

CALENDAR YEAR

 

 

 

 

 

 

 

 

 

 

 

 

This return is for the calendar year indicated or other tax year

Beginning:

 

 

Ending:

 

Your social security number

 

 

 

 

Spouse’s SSN if joint return

 

 

 

 

 

 

 

 

 

 

 

Your first name

 

 

Initial

Last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s first name

 

 

Initial

Last name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

City, town or post office, state, and ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

a.Name and address on original return if different from above. (If same, write “Same”)

b.Date original return was filed:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

c. Check Form originally filed:

 

Form 40

Form 40A

E40

Form 40NR

 

 

Form 41 – Fiduciary (Estate or Trust)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d. Has your Federal return been audited for the year being changed?

Yes

 

No

 

 

 

 

 

 

 

 

 

If “Yes,” attach copy of Federal report. If “No,” have you been advised that it will be?

Yes

No

 

 

 

 

 

e. Check here if the change pertains to a net operating loss carryback or carryforward.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A. As originally

 

B. Net change –

C. Correct

 

PLEASE FOLLOW LINE BY LINE INSTRUCTIONS FOR COMPLETION OF THIS FORM

 

 

reported or as adjusted

Increase or (Decrease)

 

 

 

amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(See Instructions)

 

– Explain on Page 2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Total income

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

. .

. . . . . . . .

.

.

 

1

 

 

 

 

 

 

 

 

 

2

Adjustments to income . .

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

. .

. . . . . . . .

.

.

 

2

 

 

 

 

 

 

 

 

Income

3

Adjusted gross income (subtract line 2 from line 1)

. .

. . . . . . . .

.

.

 

3

 

 

 

 

 

 

 

 

4

. . . . . . . . . . . Standard or Itemized Deductions

. .

. . . . . . . .

.

.

 

4

 

 

 

 

 

 

 

 

and

5

Subtract line 4 from line 3

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

. .

. . . . . . . .

.

.

 

5

 

 

 

 

 

 

 

Deductions

6

Federal income tax deduction

. .

. . . . . . . .

.

.

 

6

 

 

 

 

 

 

 

 

 

7

. . . . . . . . . . . . . . . .Net income (subtract line 6 from line 5)

. .

. . . . . . . .

.

.

 

7

 

 

 

 

 

 

 

 

 

8

Personal and dependent exemption or Fiduciary exemption

. . . . . . . .

.

.

 

8

 

 

 

 

 

 

 

 

 

9

Taxable income (subtract line 8 from line 7)

. . . . . . . . . . .

. .

. . . . . . . .

.

.

 

9

 

 

 

 

 

 

 

 

 

 

10a

Income Tax (including previous voluntary contribution) . . .

. .

. . . . . . . .

.

.

 

10a

 

 

 

 

 

 

 

 

 

 

b

Consumer Use Tax

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

. .

. . . . . . . .

.

.

 

10b

 

 

 

 

 

 

 

Tax Liability

11

. . . . . . . . . . . . . . . . . . . . . . . . .Total (add lines 10a and 10b)

. .

. . . . . . . .

.

.

 

11

 

 

 

 

 

 

 

 

 

12

. . . . . . . . .Credits from Sch. CR and/or Sch. OC

. .

. . . . . . . .

.

.

 

12

 

 

 

 

 

 

 

 

 

13

. . . . . . . . . .Net tax liability (subtract line 12 from line 11)

. .

. . . . . . . .

.

.

 

13

 

 

 

 

 

 

 

 

 

14

Alabama income tax withheld

. .

. . . . . . . .

.

.

 

14

 

 

 

 

 

 

 

 

 

15

Estimated tax payments .

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

. .

. . . . . . . .

.

.

 

15

 

 

 

 

 

 

 

Payments

16

. . . . . . . . . . . . . . . . .Amount of tax paid with original return

. .

. . . . . . . .

.

. . .

. . . .

.

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

. .

. . . . . . . . . .

.

16

 

 

 

17

. . . . . . . .Other payments

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

. .

. . . . . . . .

.

. . .

. . . .

.

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

. .

. . . . . . . . . .

.

17

 

 

 

18

. . . . . . . . . . . . . . . . . . . . . . .Total (add lines 14 through 17)

. .

. . . . . . . .

.

. . .

. . . .

.

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

. .

. . . . . . . . . .

.

18

 

 

 

19

Overpayment, if any, as shown on return (or as previously adjusted by Alabama Department of Revenue)

.

19

 

 

Refund

20

. . . . . . . . . . . . . . . . . . . . . . . . . .Subtract line 19 from line 18

. .

. . . . . . . .

.

. . .

. . . .

.

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

. .

. . . . . . . . . .

.

20

 

 

21

BALANCE DUE. If line 13, column C is more than line 20, enter difference. Pay in full with this return.

 

 

 

 

or

 

 

(If applicable, include interest from due date and penalties.)

 

 

 

 

 

 

 

 

Balance Due

 

 

Tax $_____________________ + Interest $_____________________ + Penalties $_____________________ =

 

21

 

 

22

REFUND to be received. If line 13, column C is less than line 20, enter difference

. .

. . . . . . . . . .

.

22

 

 

 

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

 

 

RECEIVING STAMP

 

 

 

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and

 

 

 

 

 

 

Please

 

statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other

 

 

 

 

 

 

 

than taxpayer) is based on all information of which preparer has any knowledge.

 

 

 

 

 

 

 

 

 

Sign

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your signature

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s signature (if filing jointly, BOTH must sign even if only one had income)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Paid

 

Preparer’s

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

Signature

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Preparer’s

 

Firm’s name (or yours,

 

 

 

 

 

 

 

 

 

Telephone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Use Only

 

if self employed)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

and address

 

 

 

 

 

 

 

Preparer’s SSN or PTIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*XX12830240X*

Form 40X

Page 2

EXPLANATION OF CHANGES TO INCOME, EXEMPTIONS, DEDUCTIONS, AND CREDITS.

Enter the line reference from page 1 for which you are reporting a change, and give the reason for each change. Attach applicable schedules.

MAILING INSTRUCTIONS. Mail this return to: Alabama Department of Revenue Individual and Corporate Tax Division P.O. Box 327464

Montgomery, AL 36132-7464

Do Not mail your current return with Form 40X, it must be mailed to a different address.

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Part no. 1 for completing SSN

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SSN conclusion process detailed (portion 2)

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Date, Firms name or yours  if self, and Preparers Signature in SSN

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Stage number 4 of completing SSN

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