Alabama State Tax Return Form 40A – Fill Out and Use This PDF

The Alabama State Tax Return 40A form is exclusively designed for full-year residents to declare their individual income tax. This form encompasses various sections, including personal information, income details, allowances for deductions and exemptions, and a section for calculating the owed taxes or potential refunds. If you're a resident preparing for tax season, ensuring your 40A form is filled out accurately and promptly could not be more important. Ready to get started? Click the button below to fill out your form with confidence.

Get Form Now Download PDF

Alabama State Tax Return Form 40A PDF Details

Filing taxes can often seem like a daunting task, but understanding the essentials about the Alabama State Tax Return 40A form can make the process smoother for full-year residents. This form, designated for individuals who have resided in Alabama for the entirety of the tax year, is the gateway for reporting income, calculating taxes owed, or determining the refund due back. From the basics like name, address, and Social Security numbers, to more detailed financial information including wages, salaries, interest, and dividends, the 40A form covers a broad spectrum of personal income details. Additionally, it outlines deductions, exemptions, and tax credits that are crucial in determining the final tax responsibility. The form even includes options for contributions to political parties and various trusts, showing a blend of fiscal duty and community support. Whether dealing with standard deductions or itemized ones, understanding the Alabama 40A form is key to accurately fulfilling state tax obligations.

Question	Answer
Form Name	Alabama State Tax Return Form 40A
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	get the form 2019 40a alabama, printable alabama tax form 40, alabama form 40a, alabama tax forms

Form Preview Example

2004

FORM

40A

FULL YEAR

RESIDENTS ONLY

ALABAMA

INDIVIDUAL

INCOME

TAX RETURN

A B E L

H E R E

Your first name and initial (if joint return, also give spouse's first name and initial)

Last name

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

PLACE LABEL HERE

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

Your social security number
.	.
.	.
.	.

Spouse's soc. sec. no. if joint return
.	.
.	.
.	.

FN (For official use only)

 

Filing Status	1		$1,500 Single
Filing Status			$1,500 Single
and	2		$3,000 Married filing joint return (even if only one spouse had income)													5				Name
and	2															5				Name
Exemptions	3		$1,500 Married filing separate return. Complete line 5 with spouse’s name and soc. sec. no.																	Soc. Sec. No.
Check only one box	4		$3,000 Head of family (with qualifying person). (See page 7 of instructions.) Complete line 5.																	Relationship
	4
	6	Wages, salaries, tips, etc. (list each employer and address separately).																	A — Alabama tax withheld													B — Income
	a																		6a										00		6a		00
Income	b																		6b										00		6b		00
and	c																		6c										00		6c		00
Adjustments	d																		6d										00		6d		00
	7	Interest and dividend income. If over $1,500.00, use Form 40					. . . . . .		. . . . . . . . . . . . . . .	.		. .	. . . . .	. . . .				. .	. . . .			. . . .	. .	. . . .	.	. . . .		. . .		.	7		00
	8	Total income. Add lines 6a through 6d and 7 (column B) .				. . .	. . . . . .		. . . . . . . . . . . . . . .		. . .		. . . . .	. . . .				. .	. . . .			. . . .	. . . . . .		.	. . . .		. . .		. . . .	8		00
Deductions	9	Standard Deduction (complete Part III, and enter amount here)												. . .					9											00
You Must Attach page	10	Federal tax liability (see instructions)
2 of Federal Form	10	Federal tax liability (see instructions)		. . . . . .	. . . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . .		.		. .	. . . . .	. . .																00
1040, page 2 of Federal		DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)															10													00
Form 1040A or page 1
Form 1040A or page 1	11	Personal exemption (from line 1, 2, 3, or 4)															11													00
of Form 1040EZ, or a	11	Personal exemption (from line 1, 2, 3, or 4)		. . . . . .	. . . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . .		.		. .	. . . . .	. . .			11													00
copy of your Telefile	12	Dependent exemptions (from page 2, Part II, line 2)															12													00
Schedule if claiming a	12	Dependent exemptions (from page 2, Part II, line 2)				. . .	. . . .	. . . . . . . . . . . . . . . . .		.		. .	. . . . .	. . .			12													00
deduction on line 10.	13	. . . . . . . . . . . . .Total deductions. Add lines 9, 10, 11, and 12					. . . . . .		. . . . . . . . . . . . . . .		. . .		. . . . .	. . . .				. .	. . . .			. . . .	. . . . . .		.	. . . .		. . .		. . . .	13		00
deduction on line 10.

	14	Taxable income. Subtract line 13 from line 8. Enter the result					. . . . . .		. . . . . . . . . . . . . . .		. . .		. . . . .	. . . .				. .	. . . .			. . . .	. . . . . .		.	. . . .		. . .		. . . .	14		00
	15	Find the tax for the amount on line 14. Use the tax table in the Instruction Booklet											. . . . .	. . . .				. .	. . . .			. . . .	. . . . . .		.	. . . .		. . .		. . . .	15		00
Tax and	16	Consumer Use Tax (use worksheet on page 9)					. . . . . .		. . . . . . . . . . . . . . .		. . .		. . . . .	. . . .				. .	. . . .			. . . .	. . . . . .		.	. . . .		. . .		. . . .	16		00
Payments	17	You may make a voluntary contribution to:		. . . . . . . .a Alabama Democratic Party									$1		$2							. . . . . . . . . . . .none								.	17a		00

Staple Form(s)				b Alabama Republican Party									$1		$2							none								.	17b		00
Staple Form(s)				b Alabama Republican Party									$1		$2							none								.	17b		00
W-2, W-2G,				c Neighbors Helping Neighbors								$																.		.	17c		00
and/or 1099				c Neighbors Helping Neighbors								$												. . . .	.	. . . .		. .		.	17c		00
here.																																	00
here.	18	Total tax liability and voluntary contribution. Add lines 15, 16, 17a, 17b, and 17c . . . .											. . . . . . . .		.	.		. . .		. .	. . . .		. .	. . . .	.	. . . .	.	. .		.	18		00
	19	Alabama income tax withheld. Add lines 6a thru 6d, column A												. . . .				. .	. . . .			. . . .	. . . . . .		.	. . . .		. . .		. . . .	19		00
AMOUNT	20	If line 18 is larger than line 19, subtract line 19 from line 18, and enter AMOUNT YOU OWE.
AMOUNT		Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)																													AMOUNT YOU OWE
YOU OWE																															AMOUNT YOU OWE
		If paying by credit card do not include Form 40V and check here																							20							.00

									. . . . . . . . . . . . . .			. .	. . . . . . . .		.	.		. . .		. .	. . . .		. .
									. . . . . . . . . . . . . .
OVERPAID	21	If line 19 is larger than line 18, subtract line 18 from line 19 and enter amount OVERPAID																. .	. . . .			. . . .	. .	. . . .	.	. . . .		. . .		.	21	OVERPAID	00
	22	You may donate all or part of your overpayment. (Enter $1, $5, $10, $25, none, or other amount in the appropriate boxes).																														PLEASE
	a	Senior Services Trust Fund			00	f	AL Indian Children's Scholarship Fund .																						00			PLEASE
	a	Senior Services Trust Fund			00	f	AL Indian Children's Scholarship Fund .																						00			• Verify your social
					00																								00			• Verify your social
	b	AL Arts Development Fund			00	g Penny Trust Fund												. .											00			security number
Donation																																• Recheck your math
	c	AL Nongame Wildlife Fund			00	h Foster Care Trust Fund																							00			• Recheck your math
	c	AL Nongame Wildlife Fund			00	h Foster Care Trust Fund						. . . . . . . . . . .						. .											00			• Sign return below
Check-offs																																• Sign return below
Check-offs	d	Child Abuse Trust Fund . . .			00	i	Mental Health											. .											00			• Attach W-2 form(s)
	e	AL Veterans Program			00	j	AL Breast & Cervical Cancer Program .																						00
						k AL 4-H Club												. .											00
	23	. . . . . . . . .Total. Add lines 22a, b, c, d, e, f, g, h, i, j, and k				. . . . . . .		. . . . . . . . . . . . . . . . . .			. . . . . . . . . .				. .			. . .		. .	.	. . . .	. . . . .		.	. . . . .		. .	.	. . .	23		00
REFUND																														CN		REFUND
REFUND	24	REFUNDED TO YOU. Subtract line 23 from line 21.																														REFUND
		(You MUST SIGN this return before your refund can be processed.)																. .	. . .		.	. . . .	. . . . .		. .	. . . .		. . .		.	24		00

Please

Sign

Here

Paid

Preparer's

Use Only

I 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 No.

Spouse's signature (if filing jointly, BOTH must sign)

Preparer's

Date

Check if

Preparer's SSN or PTIN

signature 

self-employed



Firm's name (or



Tel. No. (

)

E.I. No.

yours, if self-employed)

ZIP Code

and address

AL4A0000

Form 40A (2004)																																		Page 2
PART I	1	Were you (and your spouse, if married filing jointly) a resident of Alabama for the entire year 2004?																					. . . . . .		.	. . . .				Yes			No
PART I	1																													Yes			No
		If you checked no, DO NOT COMPLETE THIS FORM. See “Which Form To File” on page 5 of instructions.																												Yes			No
	2	Did you file an Alabama income tax return for the								year 2003? .		. . .		. . . . . . . .	.	. . . . . . . . . .	. . . . . . . . .		.	. . . . . . . .	. . . . . . . . .	. . . . .	. . . . . .		.	. . . .				Yes			No
		If you checked no, state the reason for not filing.
	3	Give name and address of your present employer:
General		Yourself
		Your Spouse

Information
Information	4	Your occupation														Spouse’s occupation
	4	Your occupation														Spouse’s occupation

All Taxpayers	5	Enter the Federal Adjusted Gross Income $													and Federal Taxable Income $													as reported on your 2004
All Taxpayers		Federal Individual Income Tax Return.
Must Complete		Federal Individual Income Tax Return.
This Section	6	Do you have income which is reported on your Federal return, but not reported on your Alabama return?																					. . . . . .		.	. . . .				Yes			No
		If yes, enter source(s) and amount(s) below (other than state income tax refund):
		Source																								Amount $
		Source																								Amount $
		Source																								Amount $
PART II
	1a	Dependents:															(2) Dependent’s social security					(3) Dependent’s							(4) Did you provide
	1a	Dependents:															(2) Dependent’s social security					(3) Dependent’s							more than one-half
		(1) First name								Last name										number.		relationship to you.						dependent's support?
																												dependent's support?
Dependents
Do not include
Do not include
yourself or
your spouse
your spouse		Total number of dependents claimed above
	b	Total number of dependents claimed above										.	. . . . . . . . .	. . . . . . . .	. .	. . . . . . . .		. . . . . . . . . .	. . . .	. . . . .	.	. .	. . . .	.	. . .		. .	. . . . . . . . .		. .	.
(See page 10)	2	Amount allowed. (Multiply $300 by the total number of dependents claimed on line 1b.)
		Enter amount here and on page 1, line 12													.	. . . . . . . . . .	. . . . . . . . .		.	. . . . . . . .	. . . . . . . . .	. . . .	. .			2								00
PART III		Indicate the filing status you checked on page 1, Form 40A:

		Filing Status 1			Single 2			Married filing joint 3						Married filing separate 4						Head of family
Standard		Filing Status 1			Single 2			Married filing joint 3						Married filing separate 4						Head of family
Standard	1a	Enter total income as shown on line 8, page 1, Form 40A											. . . . . . . . . .		.	. . . . . . . . . .	. . . . . . . . . .			. . . . . . . .	. . . . . . . . .	. . . . .	. . . .			1								00
Deduction	b	Multiply this amount by 20%				.	. . . . . . . . .		. . .	. . . . . . . . .	. . . .		. . . . . . . . . .		.	. . . . . . . . . .	. . . . . . . . . .			. . . . . . . .	. . . . . . . . .	. . . . .	. . . .									x 20%
Computation	2	Enter the result on this line				. . . . . . . . . .			. . .	. . . . . . . . .	. . .	. . .		. . . . . . . .	.	. . . . . . . . . .	. . . . . . . . .		.	. . . . . . . .	. . . . . . . . .	. . . .	. .			2								00
	3a	If you checked filing status 1, 3, or 4, enter $2,000, or
All Taxpayers	b	If you checked filing status 2, enter $4,000																					. .			3								00
Must Complete	b	If you checked filing status 2, enter $4,000										.	. . . . . . . . . .	. . . . . . . . .		.	. . . . . . . .	. . . . . . . . .	. . . .				. .			3								00
Must Complete			Standard deduction allowable. Compare the amounts on lines 2 and 3 above.
This Section
This Section			Enter ONLY THE SMALLER AMOUNT on line 9, page 1, Form 40A.
			Enter ONLY THE SMALLER AMOUNT on line 9, page 1, Form 40A.
PART IV
	1	. .Enter the Federal Income Tax Liability as shown on your 2004 federal return here and on line 10, page 1, Form 40A																				. . . . .	. . . .			1								00
	1																									1								00
Federal		If you filed a 2004: Telefile Form				– Enter the “tax” from line K and attach a copy of your Telefile Form.
Federal				Form 1040EZ – Enter the amount from line 10 and attach a copy of your Form 1040EZ, page 1.
Tax Liability
Tax Liability				Form 1040A		– Enter the amount from line 36 and attach a copy of your Form 1040A, page 2.
Deduction				Form 1040A
Deduction				Form 1040		– Enter the amount from line 56, plus any amount on line 59 and attach a copy of your																	Form 1040, page 2.
				Form 1040																			Form 1040, page 2.

Final Checklist

Before Mailing Your Return Have You —

•Checked your name and address to see if it is correct? Your refund will be mailed to the address shown on your return. (Use your peel off label if you have one.)

•Entered your social security number(s) in the space(s) provided?

•Attached all of your withholding statements?

•Signed your return? If filing a joint return, your spouse must also sign.

•Placed payment, along with Form 40V, loose in the mailing envelope.

•Made a copy of this return for your records? You will need a copy in case you have questions about your return after you have mailed it to us.

•Used the mailing envelope provided in the booklet mailed to you?

Each year thousands of refunds are delayed because of incorrect addresses or other errors. Please take a few minutes to check your return before you mail it. Filing a complete and accurate return will help us process your refund faster.

Where To File Form 40A

If an addressed envelope came with your return, please use it. If you do not have one, mail your return to one of the addresses below.

If you are not making a payment, mail your return to:

Alabama Department of Revenue

P. O. Box 327465

Montgomery, AL 36132-7465

If you are making a payment, mail your return, Form 40V, and payment to:

Alabama Department of Revenue

P. O. Box 327477

Montgomery, AL 36132-7477

Mail ONLY your 2004 Form 40A to one of the above addresses. Amended returns and all other correspondence should be mailed to: Alabama Department of Revenue, P.O. Box 327464, Montgomery, AL 36132-7464.

How to Edit Alabama State Tax Return Form 40A Online for Free

With the online PDF tool by FormsPal, it is possible to fill out or change al form 40 here. Our team is committed to giving you the ideal experience with our tool by regularly releasing new functions and enhancements. Our tool is now a lot more user-friendly as the result of the latest updates! Now, working with documents is a lot easier and faster than ever. Here is what you'll want to do to start:

Step 1: First, open the pdf tool by clicking the "Get Form Button" above on this webpage.

Step 2: As you open the online editor, there'll be the document all set to be completed. Other than filling out different blank fields, you may as well do some other actions with the PDF, specifically adding any words, modifying the initial textual content, inserting graphics, putting your signature on the form, and much more.

If you want to fill out this PDF form, be certain to provide the required details in each field:

1. Start completing your al form 40 with a selection of essential blank fields. Get all the necessary information and be sure there is nothing omitted!

Find out how to fill out alabama form 40 portion 1

2. The third step is to fill in the next few fields: Find the tax for the amount on, Alabama income tax withheld from, Automatic Extension Payment , Amended Returns Only Previous, Total payments Add lines and , Amended Returns Only Previous, Adjusted Total Payments Subtract, If line is larger than line , Place payment along with Form V, If line is larger than line , Total Donation Checkoffs from page, REFUNDED TO YOU Subtract line , Tax and Payments Staple Forms W WG, AMOUNT YOU OWE OVERPAID Donations, and REFUND.

alabama form 40 conclusion process outlined (stage 2)

Always be very careful when filling out Amended Returns Only Previous and Total Donation Checkoffs from page, since this is the section in which a lot of people make errors.

3. Completing Form A , Page Were you and your spouse if, PART I, General Information, All Taxpayers Must Complete This, If you checked no DO NOT COMPLETE, Did you file an Alabama income, If you checked no state the reason, Give name and address of your, Yourself, Your Spouse, Your occupation Enter the, Spouses occupation, and Federal Taxable Income , and as reported on your is essential for the next step, make sure to fill them out in their entirety. Don't miss any details!

alabama form 40 conclusion process shown (stage 3)

4. All set to fill out this fourth segment! Here you will get these PART III, Federal Tax Liability Deduction, Donation Checkoffs, Over , Enter amount here and on page , Enter the Federal Income Tax, You may donate all or part of, a Senior Services Trust Fund , b Alabama Arts Development Fund , c Alabama Nongame Wildlife Fund , d Child Abuse Trust Fund , e Alabama Veterans Program , f Alabama State Historic, g Alabama State Veterans Cemetery, and Spanish Fort Foundation form blanks to complete.

Step no. 4 for filling out alabama form 40

Step 3: Soon after taking one more look at the fields and details, hit "Done" and you are good to go! Download the al form 40 once you sign up for a free trial. Quickly access the pdf file in your FormsPal account page, with any edits and changes automatically synced! When you work with FormsPal, you'll be able to complete documents without the need to be concerned about database breaches or data entries getting shared. Our protected software helps to ensure that your private information is kept safely.

Alabama State Tax Return Form 40A – Fill Out and Use This PDF

Alabama State Tax Return Form 40A PDF Details

Form Preview Example

How to Edit Alabama State Tax Return Form 40A Online for Free

Alabama State Tax Return Form 40A isn’t the one you’re looking for?

Related Documents