Free Alabama 40 PDF Template Fill Out This Document Now

Free Alabama 40 PDF Template

The Alabama 40 form is the official document used by residents and part-year residents of Alabama to file their individual income tax returns for a specified tax year. This form collects essential information about your income, deductions, and tax liabilities, helping to ensure compliance with state tax laws. To get started on your Alabama 40 form, click the button below.

Fill Out This Document Now
Outline

The Alabama 40 form serves as a crucial tool for residents and part-year residents to report their individual income tax for the year. Designed for simplicity and clarity, this form guides taxpayers through various sections, including personal information, income details, deductions, and tax calculations. Taxpayers begin by providing essential information such as their Social Security number and filing status, which can range from single to married filing jointly. The form requires individuals to report all sources of income, including wages, interest, and dividends, while allowing for specific adjustments that may lower taxable income. Additionally, taxpayers can choose between itemizing deductions or taking the standard deduction, depending on which is more beneficial for their financial situation. The Alabama 40 form also includes provisions for claiming exemptions for dependents, as well as opportunities to contribute to the Alabama Election Campaign Fund. With comprehensive instructions and a structured layout, the form aims to facilitate accurate and timely tax reporting, ensuring compliance with state tax regulations.

Popular PDF Templates

Alabama Architecture - If applicable, list dates and amounts related to when the claimant was unable to work.

For individuals seeking to establish a limited liability company, understanding the importance of an Operating Agreement is crucial. This document not only defines the operational framework but also outlines the responsibilities of all members involved. To get started, consider reviewing this essential resource for your Arizona Operating Agreement requirements, which guides you through the necessary steps.

Alabama Dmv Power of Attorney - The body type of the vehicle must be included for proper identification.

Documents used along the form

The Alabama 40 form is essential for filing individual income tax returns in Alabama. However, several other documents often accompany it to ensure a complete and accurate submission. Below is a list of these forms and a brief description of each.

  • Schedule A: This form is used for itemizing deductions. Taxpayers can list expenses such as mortgage interest, property taxes, and charitable contributions to potentially lower their taxable income.
  • Schedule B: Taxpayers use this form to report interest and dividend income. If the total exceeds $1,500, it must be attached to the Alabama 40 form.
  • Schedule C: Self-employed individuals complete this form to report business income or loss. It helps determine the net profit or loss from a business venture.
  • Schedule D: This form is for reporting capital gains and losses from the sale of assets like stocks or real estate. It allows taxpayers to calculate their tax liability on these transactions.
  • Florida Firearm Bill of Sale: This document is vital for recording the transfer of ownership of a firearm between parties, serving as proof of the transaction. For more details, refer to the Bill of Sale for a Gun.
  • Form 40V: If you owe taxes, this payment voucher must accompany your payment. It provides the necessary information for processing your payment correctly.

Each of these documents plays a crucial role in the tax filing process. Together with the Alabama 40 form, they help ensure that taxpayers meet their obligations while taking advantage of available deductions and credits.

Steps to Filling Out Alabama 40

Filling out the Alabama 40 form requires careful attention to detail. This form is essential for residents and part-year residents to report their income and calculate their tax obligations for the year. Follow these steps to ensure accurate completion of the form.

  1. Enter the tax year for which you are filing at the top of the form.
  2. Fill in your Social Security number, first name, initial, and last name.
  3. If applicable, check the box indicating if the primary taxpayer is deceased and provide the date of death.
  4. Complete your spouse’s name and Social Security number if filing jointly, and indicate if your spouse is deceased.
  5. Provide your present home address, including city, state, and ZIP code. Check the box if the address is outside the U.S.
  6. Mark if you are filing an amended return.
  7. Select your filing status: Single, Married filing separately, Married filing jointly, or Head of Family.
  8. Enter the number of exemptions you are claiming.
  9. Report Alabama income tax withheld from your W-2 forms in the appropriate section.
  10. List your wages, salaries, tips, and other income as required.
  11. Calculate your total income by adding the amounts from the income section.
  12. Enter any adjustments to income as needed.
  13. Calculate your adjusted gross income by subtracting adjustments from total income.
  14. Indicate whether you are itemizing deductions or claiming the standard deduction and enter the applicable amounts.
  15. List personal and dependent exemptions.
  16. Calculate your total deductions and taxable income.
  17. Determine the income tax due using the tax table or your calculations.
  18. Report any Alabama income tax withheld and any estimated tax payments made.
  19. Calculate total payments and determine if you owe or are owed a refund.
  20. Complete the donation section if you wish to contribute to the Alabama Election Campaign Fund.
  21. Sign and date the form, ensuring both spouses sign if filing jointly.
  22. Mail the completed form to the appropriate address based on whether you are receiving a refund or making a payment.

Misconceptions

  • Misconception 1: The Alabama 40 form is only for full-year residents.

    • This form is designed for both full-year residents and part-year residents. If you lived in Alabama for part of the year, you still need to use this form to report your income.

  • Misconception 2: You can only file the Alabama 40 form if you owe taxes.

    • This is incorrect. You can file the Alabama 40 form even if you are expecting a refund. It is essential for reporting your income and claiming any credits or deductions.

  • Misconception 3: All income must be reported on the Alabama 40 form.

    • While most income must be reported, certain types, like state tax refunds, may not need to be included. Always check the instructions to understand what is required.

  • Misconception 4: You can submit the Alabama 40 form without signing it.

    • Your signature is mandatory. Failing to sign the form can lead to delays in processing or rejection of your return.

  • Misconception 5: The Alabama 40 form cannot be amended.

    • You can amend your return using the same form. Just check the appropriate box to indicate that it is an amended return.

  • Misconception 6: The Alabama 40 form is the same every year.

    • The form can change annually based on tax laws and regulations. Always use the most current version for the tax year you are filing.

Form Sample

*25110140*
For the year Jan. 1 - Dec. 31, 2025, or other tax year:
• Beginning: • Ending:
• Your social security number • Spouse’s SSN if joint return
•
Check if primary is deceased •
Check if spouse is deceased
• Primary’s deceased date • Spouse’s deceased date
(mm/dd/yyyy) (mm/dd/yyyy)
• 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 • ZIP code
Check if address
Foreign Country
•
is outside U.S.
•
1 $1,500 Single
•
3 $1,500 Married filing separate.
•
Complete Spouse SSN NRA
•
2 $3,000 Married filing joint
•
4 $3,000 Head of Family (with qualifying person).Complete Schedule HOF
5a Alabama Income Tax Withheld (from Schedule W-2, line 18, column G) .........
5b
Wages, salaries, tips, etc. (from Schedule W-2, line 18, column I plus J): ............
6 Interest and dividend income (also attach Schedule B if over $1,500) ..............................................
7 Other income (from page 2, Part I, line 8).......................................................................
8 Total income. Add amounts in the income column for line 5b through line 7 ........................................
9 Total adjustments to income (from page 2, Part II, line 16) ........................................................
10 Adjusted gross income. Subtract line 9 from line 8.............................................................
11 Box a or b MUST be checked.
Check box a, if you itemize deductions, and enter amount from Schedule A, line 27.
Check box b, if you do not itemize deductions, and enter standard deduction (see instructions)
•
a Itemized Deductions
•
b Standard Deduction .........
12 Federal tax deduction (see instructions)
DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)
13 Personal exemption (from line 1, 2, 3, or 4) ..................................
14 Dependent exemption (from page 2, Part III, line 2) ...........................
15 Total deductions. Add lines 11, 12, 13, and 14 .................................................................
16 Taxable income. Subtract line 15 from line 10 ..................................................................
17 Income Tax due. Enter amount from tax table or check if from
•
Form NOL-85A..............................
18 Net tax due Alabama. Check box if computing tax using Schedule OC
•
, otherwise enter amount from line 17 ..
19 Additional taxes (from Schedule ATP, Part I, Line 3) .............................................................
20 Alabama Election Campaign Fund. You may make a voluntary contribution to the following:
aAlabama Democratic Party $1 $2 none .......................................................
b Alabama Republican Party $1 $2 none .......................................................
21 Total tax liability and voluntary contribution. Add lines 18, 19, 20a, and 20b .....................................
22 Alabama income tax withheld (from column A, line 5a) ......................
23 2025 estimated tax payments/Automatic Extension Payment ..................
24 Amended Returns Only — Previous payments (see instructions) ...............
25 Refundable Credits. Enter the amount from Schedule OC, Section F, line F6 ...
26 Payments from Schedule CP, Section B, Line 1 ..............................
27 Total payments. Add lines 22, 23, 24, 25, and 26 ...............................................................
28 Amended Returns Only — Previous refund (see instructions) .....................................................
29 Adjusted Total Payments. Subtract line 28 from line 27 .........................................................
30 If line 21 is larger than line 29, subtract line 29 from line 21, and add line 31 and enter AMOUNT YOU OWE.
Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)
31 Penalties (from Schedule ATP, Part II, line 3) (see instructions) ................
32 If line 29 is larger than line 21, subtract line 21 from line 29, and enter AMOUNT OVERPAID .........................
33 Amount of line 32 to be applied to your 2026 estimated tax ...................
34 Total Donation Check-offs from Schedule DC, line 2..........................
35 REFUNDED TO YOU. (CAUTION: You must sign this return on the reverse side.)
If line 32 is greater than zero, subtract lines 31, 33, and 34 from line 32 ............................................
ADOR
FORM
40 Alabama 2025
Individual Income Tax Return
RESIDENTS & PART-YEAR RESIDENTS
Donations
REFUND
Filing Status/
Exemptions
Income
and
Adjustments
Tax
Staple Form(s) W-2,
W-2G, and/or 1099
here. Attach Sched-
ule W-2 to return.
Payments
AMOUNT
YOU OWE
OVERPAID
B – IncomeA – Alabama tax withheld
CHECK BOX IF AMENDED RETURN
•
Deductions
If claiming a deduc-
tion on line 12, you
must attach page
1,2 and Schedule 1
of your Federal Re-
turn, if applicable.
For Direct Deposit, check here • and complete Part V, Page 2.
22
23
24
25
26
31
33
34
11
12
13
14
5b
6
7
8
9
10
15
16
17
18
19
20a
20b
21
27
28
29
30
32
35
5a
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Go To Schedule HOF
Go To Form 85A
Go To Schedule ATP
0
GO TO SCHEDULE OC
GO TO SCHEDULE CP
Go To Schedule ATP
WARNING: YOU TRIED TO OPEN THIS FORM IN AN
APPLICATION THAT IS NOT COMPATIBLE WITH SOME OF
THE FEATURES ENABLED IN THIS FORM. TO SOLVE THIS
PROBLEM, PLEASE USE ADOBE® READER OR ADOBE®
ACROBAT AND FOLLOW THE INSTRUCTIONS BELOW.
1. First, download your form to your computer by clicking on the link on the
Forms page. Depending on your browser, you will see a down arrow or the
Save button to download the form. Make sure you make a note of the location
the form is saved for later. If you need to prepare more than one copy of the
form, copy the form that you downloaded and rename the file name to a different
name.
2. If Adobe® Reader or Adobe® Acrobat is not installed on your computer, you
can download Adobe® Reader at: https://www.adobe.com/acrobat/pdf-
reader.html
3. After downloading Adobe® Reader, go to the Menu tab and select Open.
Browse to the location that the file was saved in step 1, select the pdf file
downloaded and click on Open. You can also use Adobe® Acrobat (Standard,
Professional or Studio) to complete the form. You do not need to use Fill and
Sign to complete the form. You should be able to enter your information in
fields that are not yellow. The yellow fields will be calculated for you.
4. After completing the form, use the green Print button on top of the form to
print the form. If you use the Print under Menu or File to print the form,
blank pages will print. If all required fields are not completed, a menu box will
appear with items that need to be corrected. When no errors are received, you
should receive a menu to print the form. You can change the page option to only
print the ones that you need.
Adobe® Reader XI or higher will allow you to save the form data and complete the form.
*25000240*
ADOR
Direct
Deposit
PART IV
PART V
Form 40 (2025) Page 2
General
Information
All Taxpayers
Must
Complete
This
Section.
(See
instructions)
Sign Here
In Black Ink
Keep a copy
of this return
for your
records.
Paid
Preparer’s
Use Only
For Direct Deposit of your refund, complete 1, 2, 3, and 4 below. (See instructions to see if you qualify.)
1 Routing Number: 2 Type: Checking Savings 3 Account Number:
4 Is this refund going to or through an account that is located outside of the United States? Yes No
1 Residency Check only one box
•
Full Year
•
Part Year From 2025 through 2025.
2 Did you file an Alabama income tax return for the year 2024?
•
Yes
•
No If no, state reason
3 Give name and address of present employer(s). Yours
Your Spouse’s
4 Enter the Federal Adjusted Gross Income
•
$ and Federal Taxable Income
•
$ as reported on your
2025 Federal Individual Income Tax Return.
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)?
•
Yes
•
No
If yes, enter source(s) and amount(s) below: (other than state income tax refund)
Source
•
Amount
•
Source
•
Amount
•
Your Signature Date Daytime Telephone Number Your Occupation
Spouse’s Signature (if joint return, BOTH must sign) Date Daytime Telephone Number Spouse’s Occupation
Preparer’s Signature Date Check if Self-employed Preparer’s SSN or PTIN E.I. Number
Firms’s Name (or yours Daytime ZIP
if self employed) Telephone No. Code
Address
•
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 com-
plete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Drivers
License Info
DOB Iss date Exp date
(mm/dd/yyyy)
•
Your state
•
DL#
•
(mm/dd/yyyy)
•
(mm/dd/yyyy)
•
DOB Iss date Exp date
(mm/dd/yyyy)
•
Spouse state
•
DL#
•
(mm/dd/yyyy)
•
(mm/dd/yyyy)
•
PART I
PART II
PART III
Other
Income
(See
instructions)
Adjustments
to Income
(See
instructions)
Dependents
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).........................................
4 Retirement Income (attach Schedule RS) ..........................................................................
5 Rents, royalties, partnerships, estates, trusts, etc. (attach Schedule E)
6 Farm income or (loss) (attach Federal Schedule F) ..................................................................
7 Other income (state nature and source — see instructions)
8 Total other income. Add lines 1 through 7. Enter here and also on page 1, line 7 .......................................
1a Your IRA deduction..............................................................................................
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 SSN
•
5 Adoption expenses ..............................................................................................
6 Moving Expenses (Attach Federal Form 3903) to:
City State ZIP
7 Self-employed health insurance deduction ..........................................................................
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 ......................................................
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 Premium...................................................................................
15 Contributions to an Achieving a Better Life Experience (ABLE) savings account..........................................
16 Total adjustments. Add lines 1 through 15. Enter here and also on page 1, line 9.........................................
1 Total number of dependents from Schedule DS, line 1b ..............................................................
2 Amount allowed. Multiply total number of dependents claimed on line 1 by the amount on the dependent chart
in the instructions. Enter amount here and on page 1, line 14 .........................................................
1
2
3
4
5
6
7
8
1a
1b
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
1
2
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
GO TO SCHEDULE D
GO TO SCHEDULE RS
GO TO SCHEDULE E
Return to Page 1
Return to Page 1
Go To Schedule DS
Return to Page 1
If no driver's license, check the box. Spouse's
WARNING: PLEASE USE A DIFFERENT PDF VIEWER
You tried to open this form in an application that is not compatible with some of the features enabled in this form.
To solve this problem, please use Adobe® Reader. Please follow the instructions below:
1. Save the form (PDF file) in your hard drive and from now on, work on that document. If you need to fill more than one
form, make copies and assign a different file name to each form.
2. If you do not have Adobe® Reader on your computer, you can download it at: http://www.adobe.com/go/getreader/
3. Open the form you just saved with:
- Adobe® Reader (version 5 or higher), or
- Adobe® Acrobat (Standard or Professional).
Adobe® Reader v11 (2012) or higher will allow you to save the form data and complete the form in different sessions.
Thank you.
*25000740*
(Schedules B and DC are on back page)
ATTACH TO FORM 40 — SEE INSTRUCTIONS FOR SCHEDULE A
Alabama Department of Revenue
Schedule A–Itemized Deductions
2025
SCHEDULES
A, B, & DC
(FORM 40)
CAUTION: Do not include expenses reimbursed or paid by others.
1 Medical and dental expenses.....................................................
2 Enter amount from Form 40, line 10. .............
3 Multiply the amount on line 2 by 4% (.04). Enter the result............................
4 Subtract line 3 from line 1. Enter the result. If zero or less, enter –0–. ..................................................
5 Real estate taxes. ..............................................................
6 FICA Tax (Social Security and Medicare) and Federal Self-Employment Tax. ..........
7 Railroad Retirement (Tier 1 only)..................................................
8 Other taxes. (List – include personal property taxes.)
9 Add the amounts on lines 5 through 8. Enter the total here. ...........................................................
10a Home mortgage interest and points reported to you on Federal Form 1098. ............
b Home mortgage interest not reported to you on Federal Form 1098. (If paid to
an individual, show that person’s name and address.)
11 Vehicle loan interest (see instructions). If more than 2 VINs, see instructions.
a
•
Date new vehicle purchased:
Vehicle VIN:
b
•
Date new vehicle purchased:
Vehicle VIN:
c Qualified vehicle loan interest. Enter the amount from line 8 of the Qualified
loan interest worksheet in Form 40 instruction booklet ............................
12 Points not reported to you on Form 1098...........................................
13 Investment interest. (Attach Form 4952A.) .........................................
14 Add the amounts on lines 10a, 10b, 11c, 12 and 13. Enter the total here. ...............................................
CAUTION: If you made a charitable contribution and received a benefit in return,
see instructions.
15 Contributions by cash or check (If more than $250, see instructions) . .................
16 Other than cash or check. (You MUST attach Federal Form 8283 if over $500.) ........
17 Carryover from prior year. .......................................................
18 Add the amounts on lines 15 through 17. Enter the total here. .........................................................
19a Enter the loss from Federal Form 4684,either A line 15, or B line 16 .............
b Enter 10% of your Adjusted Gross Income (Form 40, line 10) if box B is checked,
otherwise enter zero. ...........................................................
c Subtract line 19b from line 19a. If zero or less, enter –0–..............................................................
20 Unreimbursed employee expenses — job travel, union dues, job education, etc.
You MUST attach Federal Form 2106 if required. See instructions.
21 Other expenses (investment, tax preparation, safe deposit box, etc.). List type
and amount.
22 Add the amounts on lines 20 and 21. Enter the total. ................................
23 Multiply the amount on Form 40, line 10 by 2% (.02). Enter the result here. ............
24 Subtract line 23 from line 22. Enter the result. If zero or less, enter –0–. ................................................
25 Other (from list in the instructions). List type and amount.
CAUTION: Do not include medical premiums.
26 Enter amount here. ..............................................................................................
27 Add the amounts on lines 4, 9, 14, 18, 19c, 24, 25, and 26. Enter the total here. Then
enter on Form 40, page 1, line 11 and check 11a, Itemized Deductions.................................................
00
00
00
00
00
00
00
00
1
3
5
6
7
8
10a
10b
•
11c
12
13
15
16
17
19a
19b
20
21
22
23
Medical and
Dental Expenses
Interest You Paid
NOTE: Personal
interest is not
deductible.
Gifts to Charity
Casualty and
Theft Loss
(Attach Form 4684)
Job Expenses
and Most Other
Miscellaneous
Deductions
Other
Miscellaneous
Deductions
Qualified Long-
Term Care Ins.
Premiums
Total Itemized
Deductions
Taxes You Paid
Your social security numberName(s) as shown on Form 40
The itemized deductions you may claim for the year 2025 are similar to the itemized deductions claimed on your Federal return; however, the amounts may
differ. Please see instructions before completing this schedule. PART-YEAR RESIDENTS: A resident of Alabama for only a part of the year should list below
only those deductions actually paid while a resident of Alabama.
4
9
14
18
19c
24
25
26
27
2
•
11a
•
11b
00
00
00
•
•
•
•
•
•
•
•
•
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
Reset Schedule A
0
0
0
GoTo Form 4952A
0
Return to Page 1
check the box
GoTo Worksheet
Go To Spreadsheet
ADOR
*25000840*
1
2
1 You may donate all or part of your overpayment. (Enter the amount in the appropriate boxes.)
2 Total Donations. Add lines 1a, b, c, d, e, f, g, h, i, j, k, l, m, n, and o. Enter here and on Form 40, page 1, line 34 .................................
A
Exempt Interest
List Payers and Amounts
B
Taxable Interest
and Dividends
3 TOTAL TAXABLE INTEREST AND DIVIDENDS
Enter here and on Form 40, page 1, line 6 ...........................................................................................
Schedules B & DC (Form 40) 2025
If you received more than $1500 of interest and dividend income, you must complete Schedule B. See instructions.
SCHEDULE B – Interest And Dividend Income
SCHEDULE DC – Donation Check-Offs
Name(s) as shown on Form 40 (Do not enter name and social security number if shown on other side) Your social security number
I
N
T
E
R
E
S
T
D
I
V
I
D
E
N
D
S
1
1
2
•
3
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
00
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
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 Foster Care Trust Fund ........................
g Mental Health..............................
h Alabama Breast & Cervical Cancer Program ...
i Alabama Military Support Foundation .........
j Alabama Veterinary Medical Foundation
Spay-Neuter Program .............................
k Cancer Research Institute..........................
l Children First Trust Fund...........................
m State Parks Division of the Department of
Conservation and Natural Resources ................
n Department of Mental Health – 2023 ................
o Alabama Medicaid Agency .........................
1a
1b
1c
1d
1e
1f
1g
1h
1i
1j
1k
1l
1m
1n
1o
2
Sch. A, B, & DC
(Form 40) 2025 Page 2
Reset Schedule B
Return to Page 1
Reset Schedule DC
Return to Page 1
*250003DS*
Alabama Department of Revenue
Dependents Schedule
NAME(S) AS SHOWN ON TAX RETURN
PRIMARY’S SOCIAL SECURITY NUMBER SPOUSE’S SOCIAL SECURITY NUMBER
SCHEDULE
DS & HOF 2025
( Form 40 or 40NR )
ADOR
See instructions for definition of a dependent.
NOTE:
If you checked filing status 3 (Married filing separate), you may claim
only
the de-
pendent(s) for whom you
separately
furnished over 50% of the total support.
Last Name
Dependent’s
Social Security Number
Dependent’s
Relationship to you
Did you provide
more than one-half
dependent’s
support?
First Name
1a Dependents.
Do not include yourself or your spouse.
(See Instructions)
1b Total number of dependents claimed above. Enter total here and on
Form 40, Page 2, Part III, line 1 or Form 40NR, Page 2, Part V, line 1 .....................................
•
1b
•
Schedule DS – Dependents Schedule
GO TO PAGE 2, PART III
*250004HF*
Complete the following information:
Enter the dependent/qualifying personʼs name here:
Dependents/qualifying personʼs Social Security Number:
What is the dependentʼs/qualifying personʼs relationship to you:
Do you rent or own the home maintained for the dependent/qualifying person? ............................
Are you married, divorced, or legally separated? .....................................................
If you answered yes, please provide the following information:
Date of Marriage?
Date of Divorce?
Date of Legal Separation?
Did the dependent(s)/ qualifying person(s) reside with you in your home? ................................
Did you pay more than 50% of the dependent(s)/ qualifying person(s) support? ...........................
PAGE 2
ADOR
NAME(S) as shown on tax return (Do not enter name and social security number if shown on other side)
PRIMARY SOCIAL SECURITY NUMBER SPOUSE SOCIAL SECURITY NUMBER
Rent Own
Yes No
Yes No
Yes No
SCHEDULE
DS & HOF 2025
( Form 40 or 40NR )
Schedule HOF – Head of Family Schedule
Return to Page 1
ADOR
*250005AP*
Additional Taxes
1 Consumer Use Tax (see instructions). If you certify that no use tax is due, check box •
......................................
2 Catastrophe savings tax (see instructions) ................................................................................
3 Total Additional Taxes. Add line 1 and line 2. Enter here and also on Form 40, page 1, line 19 ...................................
Penalties
1 Estimated Tax Penalty (see instructions). Farmers and Fishermen that meets IRC §6654, check box
•
..........................
2 First-time Second chance Home Buyer Savings Account penalty (from Schedule HBC, Part IV, Line 4)..............................
3 Total penalties. Add line 1 and line 2. Enter here and also on Form 40, page 1, line 31 ...........................................
AlAbAmA DepArtment of revenue
Income tAx ADmInIstrAtIon DIvIsIon
Additional taxes & penalties
NAME(S) AS SHOWN ON THE TAX RETURN SOCIAL SECURITY NUMBER
SCHEDULE
ATP
2025
PART I
PART II
1
2
3
1
2
3
•
•
•
•
•
•
Go To Schedule HBC
Return to Page 1
Return to Page 1
*250006HB*
20__
Alabama
Department of Revenue
Income Tax Administration Division
SCHEDULE
HBC
First Time and Second Chance
Home Buyer Savings Account Deduction
ADOR
NAME(S) AS SHOWN ON TAX RETURN
PRIMARY’S SOCIAL SECURITY NUMBER SPOUSE’S SOCIAL SECURITY NUMBER
Part II - Deposits made into your First Time and Second Chance Home Buyer Savings Account(s)
1. Total deposits made by the account holder(s) this year: ...................................................................................
2. Total principal and earnings in account(s) at year end: .....................................................................................
3. Deduction Allowed (enter here and on Form 40, Page 2, Part II, Line 13): .................................................................
Enter the lesser of Line 1 or $5,000 for a filing status of Single or Head of Family or $10,000 for a filing status of Married Filing Joint. If the
account is greater than 10 years old or line 2 is greater than $25,000 for individual accounts or $50,000 for joint accounts, enter zero, no
deduction is allowed.
4. Interest/Earnings this year (enter on Schedule B, Line 1, Column A and Attach 1099): ....................................................
You must attach a copy of the statement of account(s) showing all account transactions.
Part I - Designation of First Time and Second Chance Home Buyer Savings Account(s)
1. Financial Institution Name:
Address: City: State: Zip:
2. Date Account Opened:
3. Account Number:
4. Account Holder(s): Primary: Secondary:
5. Financial Institution Name:
Address: City: State: Zip:
6. Date Account Opened:
7. Account Number:
8. Account Holder(s): Primary: Secondary:
Part III - Withdrawals made from your First Time and Second Chance Home Buyer Savings Account(s)
1. Amount of funds withdrawn from the account(s) this year ..................................................................................
2. (a) Were the funds used for eligible expenses to purchase a home in the State of Alabama? ...............................................
•
(b) Address of Residence Purchased
•
City:
•
State:
•
Zip:
You must attach a copy of the closing statement.
3. Was the total amount of funds withdrawn deposited into another First Time and Second Chance Home Buyer Account? (If yes, you must
provide statements for both accounts.)
...................................................... ..........................................
4. Non-qualified amounts withdrawn which were not used for eligible expenses to purchase a home or deposited in full into another First Time
and Second Chance Home Buyer Savings account.
.......................................................................................
5. Non-qualified withdrawals for which a deduction was claimed for deposits must be added back to income for Alabama income tax purposes.
Include amount from line 4 in which a deduction was claimed for deposits made into your First Time and Second Chance Home Buyer
Savings Account on a prior year(s) tax return and any interest earned on the account which you excluded from income on a prior year(s) tax
return (enter here and on Form 40, Page 2, Part I, line 7, Other Income)
....................................................................
Part IV - Penalty
1. Were the funds withdrawn by reason of account holder(s) death or disability?: ..............................................................
2. Were the funds withdrawn pursuant to a disbursement of assets under Bankruptcy?: ......................................................
3. Were the funds withdrawn due to unemployment after the account holder(s) exhausted applicable unemployment compensation benefits? ...
4. Penalty for Withdrawal for Purposes Other Than Eligible Costs (if you answered yes to lines 1, 2, or 3, enter 0; otherwise enter 10% of Part
III, Line 4 here and on Schedule ATP, Part II, line 2):
.......................................................................................
This schedule is required to be submitted with Form 40 if claiming a deduction for deposits made into any First Time and Second Chance Home Buyer Savings
Account or if excluding any interest earned on the account. Any deduction or exclusion for deposits or interest is limited to the account holders only. Failure to
include this form with your return will result in an automatic denial of the deduction or exclusion.
•
Yes
•
No
•
Yes
•
No
•
Yes
•
No
•
Yes
•
No
•
Yes
•
No
1.
2.
3.
4.
1.
2a.
3.
4.
5.
1.
2.
3.
4.
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Return to Page 2
Return to Page 2
Go To Schedule ATP
*251121CR*
ADOR
Alabama Department of Revenue
Credit For Taxes
Paid To Other States
NAME(S) AS SHOWN ON THE TAX RETURN SOCIAL SECURITY NUMBER
SCHEDULE
CR 2025
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
Complete one row for each state that you are claiming credit. If there is not enough space, additional forms may be
completed as needed.
Enter the Sum of Column F here and on Schedule OC, Section B, Part A, line A5 .....................................................
Other State
Postal Code
Taxable Income as shown on Other
State Return
Portion of AL AGI Attributable
to this State
Tax due the other state using
AL tax rates
Enter the smaller of Column D
and Column E
Tax due the other state as shown on
that State’s return or Form W-2G
Column A Column B Column C Column D Column E Column F
Sum of Alabama Adjusted Gross Income Attribut-
able to all other States (Total lines 1-25, Column
C). Enter here and on Schedule OC, Section B,
Part A, line A1.
Reset CR Wksheet
Go To Schedule OC
-This form has been enhanced to complete all calculations and to
compute the amount of tax due. Just key in your data prior to
printing the form. If you choose to use the fill-in option, PLEASE DO
NOT HANDWRITE ANY OTHER DATA ON THE FORM OTHER
THAN YOUR SIGNATURE. This information will be contained in
the 2-D barcode when you print the form.
-It has also been enhanced to print a two dimensional (2D) barcode.
The PRINT FORM button MUST be used to generate the (2D)
barcode which contains data entered on the form. The use of a 2D
barcode vastly improves processing of your return and reduces the
costs associated with processing your return.
PART F – Full Employment Act of 2011 Credit.* Owners of qualified employers that are entities taxed under subchapters S or K of the Internal
Revenue Code will report their pro rata share of credit on line F6 below.
Were you in business with 50 or fewer full and/or part-time employees on June 9, 2011?
Yes
No If “No”, you do not qualify for this credit.
F1 Number of full time employees on 12-31-2024...........................................................
F2 Number of full time employees on 12-31-2023...........................................................
F3 Subtract line F2 from line F1. If less than or equal to zero, STOP! You do not qualify for credit. ..................
F4 Number of qualifying new employees from line F3 that completed their first 12 months service in 2025............
F5 Multiply line F4 by $1,000.00...........................................................................................................
F6 Pro rata share of credit from Schedule K-1 ...............................................................................................
FEIN of entity _______________________________ (If credit from more than one entity, attach schedule.)
F7 CREDIT ALLOWABLE. Add line F5 and line F6.
Enter here and on Section C, Part F, Column 3..................................................
ADOR
SCHEDULE
OC
(FORM 40 OR 40NR)
2025
Alabama Department of Revenue
Other Available Credits
ATTACH TO FORM 40 OR 40NR
PART A – Credit for Taxes Paid to Other States (Form 40 Only)
A1 Sum of Alabama Adjusted Gross Income Attributable to all other States from Schedule CR, line 26 ..............
A2
Alabama Adjusted Gross Income from Form 40, page 1, line 10............................................
A3 Total Other States' % of Alabama AGI (Divide line A1 by line A2)...........................................
A4 Multiply the current tax liability (Section A) by line A3 .....................................................
A5 Enter line 27 from Schedule CR ......................................................................
A6 CREDIT ALLOWABLE. (Enter smaller of lines A4 or A5). Enter here and on Section C, Part A, Column 3..........................................
PART B – Alabama Enterprise Zone Credit or Exemption
B1 Enter amount from Schedule EZK1, Part II, page 2, line 13, or Schedule EZ, Part IV, page 2, line 13. Enter here and on Section C, Part B, Column 3 .
PART C – Basic Skills Education Credit
Attach this schedule to your Alabama return along with a copy of your approved certification notice issued by the Alabama Department of Education.
C1 Enter your assigned Department of Education Certification Number_______________________________
C2 Name of employer/firm sponsoring the education program_______________________________________
C3 Name of approved provider_____________________________________Location________________________________
C4 Were all participants for whom you are claiming a tax credit continuously employed by you for at least 16 weeks?
Yes
No
C5 If the answer to line C4 is yes, did employee(s) work at least 24 hours each week?
Yes
No
C6 If the answer to lines C4 and C5 above is yes, enter the total expenses available for credit (see instructions)
C7 CREDIT ALLOWABLE. Multiply line C6 by 20% (.20). Enter here and on Section C, Part C, Column 3.............................................
PART D – Rural Physician Credit
D1 Name of hospital and community where you live and provide medical services _________________________________________________________
_________________________________________________________________________________________________________________________
D2 Maximum Rural Physician Credit. Qualifying Physicians, enter $5,000.
If Married Filing Jointly (MFJ) and both spouses qualify for Rural Physician Credit, enter $10,000 ...............
D3 CREDIT ALLOWABLE. Enter the amount from line D2. Enter here and on Section C, Part D, Column 3 ...........................................
PART E – Coal Credit*
E1 Enter the amount of Coal Credit not reported on Schedule K-1 .............................................
E2 Pro rata share of credit from Schedule K-1..............................................................
FEIN of entity
•
_______________________________ (If credit from more than one entity, attach schedule.)
E3 CREDIT ALLOWABLE. Add line E1 and line E2.
Enter here and on Section C, Part E, Column 3 .................................................
A1
A2
A3
A4
A5
C6
D2
E1
E2
A6
B1
C7
D3
E3
•
•
•
•
•
•
•
•
•
•
•
Your social security numberName(s) as shown on Form 40 or 40NR
•
F1
F2
F3
F4
F5
F6
F7
* Individual Credits must be submitted through My Alabama Taxes (MAT)
before completion of the Schedule OC. See instructions for submission details.
SECTION A Current Tax Period Liability. Enter tax amount from Form 40, page 1, line 17 or Form 40NR, page 1, line 19 .........
SECTION B Current Year Credits
*251112OC*
Reset Schedule OC
0
-This form has been enhanced to complete all calculations and to
compute the amount of tax due. Just key in your data prior to printing
the form. If you choose to use the fill-in option, PLEASE DO NOT
HANDWRITE ANY OTHER DATA ON THE FORM OTHER THAN
YOUR SIGNATURE. Also, do not attach your pre-printed label to this
form. It will cause problems with processing. This information will be
contained in the 2-D barcode when you print the form.
-It has also been enhanced to print a two dimensional (2D) barcode.
The PRINT FORM button MUST be used to generate the (2D) barcode
which contains data entered on the form. The use of a 2D barcode
vastly improves processing of your return and reduces the costs
associated with processing your return.
Go To Schedule CR

Free Alabama 40 PDF Template

Fill Out This Document Now