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

The Alabama Form 40A is the individual income tax return for full-year Alabama residents with straightforward tax situations. It covers wages, salaries, tips, interest, dividends, standard deductions, and personal exemptions to calculate your state tax liability. Alabama income tax is calculated at rates from 2% to 5%. Before you begin, gather your W-2 forms, Social Security number, and federal taxable income amount. Click below to fill out Form 40A with our free online PDF editor.

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Alabama State Tax Return Form 40A PDF Details

Alabama Form 40A is the standard individual income tax return for full-year Alabama residents with straightforward tax situations. Alabama income tax rates range from 2% to 5% based on taxable income. The annual filing deadline is April 15. If you need more time to pay, submit a payment by the due date using Alabama Form 40V as a payment voucher. Taxpayers with more complex situations, such as itemized deductions or self-employment income, should file Alabama Form 40 instead of Form 40A.

The form is organized into several sections. The first section captures personal information including name, address, Social Security number, and filing status. Income from wages, salaries, tips, interest, and dividends is entered in the income section. The form then walks you through standard deductions, personal exemptions, and dependent exemptions before calculating the total Alabama income tax owed. The final sections reconcile your withholding credits and any prior payments against your tax liability to determine your refund or balance due.

If you need to correct a mistake on a previously filed Alabama return, use Alabama Form 40X, the amended individual income tax return. If you anticipate owing more than $500 in state taxes and your income is not fully covered by withholding, you are required to make quarterly estimated payments using Alabama Form 40ES. All related Alabama tax forms are available free on FormsPal.

Question	Answer
Form Name	Alabama State Tax Return Form 40A
Form Length	2 pages
Who Should File	Full-year Alabama residents
Filing Deadline	April 15 annually
Fillable?	No
Fillable fields	0
Avg. time to fill out	1-2 hours
Other names	get the form 2019 40a alabama, printable alabama tax form 40, alabama form 40a, alabama tax forms

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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

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

With FormsPal's free PDF editor, you can complete the Alabama Form 40A directly in your browser with no software download required. Before you begin, gather your W-2 or W-2G forms, your Federal Adjusted Gross Income figure, and your Social Security number. Here are the steps to fill out your Alabama state tax return:

Step 1: Click the "Get Form" button at the top of this page to open the Alabama Form 40A PDF in our online editor.

Find out how to fill out alabama form 40 portion 1

Step 2: Begin with Part I on Page 1. Enter your personal information including your name, address, Social Security number, and filing status. In the income section, report your wages from line 7 of your federal return, along with interest, dividends, and any other Alabama taxable income. Subtract your standard deduction and personal exemptions to calculate your Alabama taxable income.

alabama form 40 conclusion process outlined (stage 2)

Step 3: Complete the tax calculation section. Find your Alabama income tax using the rate schedule (2% to 5% depending on your taxable income). Enter your withholding from W-2 forms, any estimated tax payments made during the year, and any extension payment. Complete the Donation Checkoffs section if you want to direct part of your refund or payment to Alabama state programs.

alabama form 40 conclusion process shown (stage 3)

Step 4: Complete Schedule A if required. This schedule adjusts your Federal Adjusted Gross Income for Alabama-specific income and deductions. Enter your federal tax liability where indicated and fill in the Donation Checkoffs section on page 2 for any contributions to state trusts or funds, such as the Senior Services Trust Fund or the Alabama Arts Development Fund.

Step no. 4 for filling out alabama form 40

Step 5: Review all entries carefully before submitting. Click "Done" to finalize your work. You can then download the completed PDF and print it for mailing to the Alabama Department of Revenue, or save it to your FormsPal account. If you discover an error after filing, you can correct it using Alabama Form 40X, the amended return form.

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

Alabama State Tax Return Form 40A PDF Details

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