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Free Alabama State Tax Return 40A PDF Template

The Alabama State Tax Return 40A form is designed for full-year residents of Alabama to report their individual income tax. This form allows taxpayers to detail their income, deductions, and any tax owed or refund expected. Completing the 40A form accurately is essential for fulfilling state tax obligations, so it is important to follow the instructions carefully.

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Outline

The Alabama State Tax Return 40A form is a crucial document for individuals who have resided in Alabama for the entire tax year and need to report their income for state tax purposes. This form is specifically designed for full-year residents and provides a structured way to declare various income sources, including wages, salaries, and interest. Taxpayers must indicate their filing status, which can range from single to married filing jointly, and account for any dependents they may have. The form also includes sections for calculating total income, deductions, and tax liabilities, ensuring that individuals accurately report their financial situation. Additionally, it offers the opportunity for voluntary contributions to specific funds, allowing taxpayers to support causes they care about. Completing the 40A form is essential not only for compliance with state tax laws but also for facilitating potential refunds or addressing any tax owed. Understanding the various components of this form can help individuals navigate their tax responsibilities with confidence and clarity.

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Documents used along the form

The Alabama State Tax Return 40A form is essential for residents filing their individual income tax returns. Along with this form, several other documents may be required to ensure accurate reporting and compliance with state tax regulations. Below is a list of commonly used forms and documents that accompany the Alabama State Tax Return 40A.

Form W-2: This form reports an employee's annual wages and the amount of taxes withheld from their paycheck. Employers must provide W-2 forms to their employees by January 31 of each year.
District of Columbia Firearm Bill of Sale: Before engaging in any firearm transaction, it is important to have a properly completed bill of sale. For more information, refer to the Bill of Sale for a Gun.
Form 1099: This form is used to report various types of income other than wages, salaries, and tips. Freelancers or independent contractors typically receive this form from clients who have paid them $600 or more in a year.
Form 40V: This is the payment voucher for individuals who owe taxes. It must be submitted with any payment made to the Alabama Department of Revenue when filing the return.
Form 40A Schedule: This schedule provides additional details for specific deductions or credits that may be applicable to the taxpayer's situation. It helps clarify any adjustments made on the main return.
Federal Tax Return (Form 1040): A copy of the federal tax return may be required to verify income and deductions. It serves as a reference for the state return and ensures consistency in reported figures.

Gathering these documents in advance can streamline the filing process and help avoid potential delays in processing the tax return. Ensuring that all necessary forms are included will facilitate a smoother experience with the Alabama Department of Revenue.

Steps to Filling Out Alabama State Tax Return 40A

Completing the Alabama State Tax Return Form 40A is a crucial step in ensuring you meet your tax obligations for the year. This guide provides clear steps to help you fill out the form accurately. By following these instructions, you can streamline the process and avoid common mistakes.

Begin by writing your first name, middle initial (if applicable), and last name in the designated area. If filing jointly, include your spouse's name as well.
Fill in your present home address, including the city, state, and ZIP code.
Enter your Social Security number and, if applicable, your spouse's Social Security number.
Select your filing status by checking the appropriate box: Single, Married filing jointly, Married filing separately, or Head of family.
List any exemptions. If filing jointly, include your spouse’s name and Social Security number.
Report your wages, salaries, tips, and any other income from each employer in the provided sections.
Calculate your total income by adding the amounts from all relevant lines.
Complete the deductions section, including the standard deduction and any personal or dependent exemptions.
Subtract your total deductions from your total income to determine your taxable income.
Use the tax table provided in the instruction booklet to find the tax amount based on your taxable income.
Calculate any consumer use tax if applicable.
List any voluntary contributions you wish to make, such as to political parties or charitable organizations.
Add your total tax liability and any contributions together.
Compare your total tax liability with the Alabama income tax withheld. If you owe more than you’ve paid, calculate the amount you owe.
If you’ve overpaid, calculate the amount to be refunded to you.
Sign and date the form. If filing jointly, your spouse must also sign.
Attach any necessary W-2 forms and make a copy of your completed return for your records.
Mail the completed form to the appropriate address based on whether you are making a payment or not.

Misconceptions

Misconceptions about the Alabama State Tax Return 40A Form

Misconception 1: Only residents can file Form 40A.

This form is specifically for full-year residents of Alabama. If you lived in the state for only part of the year, you should use a different form.

Misconception 2: You can file without attaching W-2 forms.

It is mandatory to attach your W-2 forms to the return. Failing to do so may result in processing delays.

Misconception 3: You do not need to report federal income tax liability.

Line 10 requires you to report your federal tax liability. This information is crucial for calculating your Alabama tax.

Misconception 4: The standard deduction is the same for everyone.

The amount of the standard deduction varies based on your filing status. Make sure to check the correct amount for your situation.

Misconception 5: You can claim dependents without proof.

When claiming dependents, you must provide their Social Security numbers and confirm that you provided more than half of their support.

Misconception 6: You can ignore errors on your return.

Errors can lead to delays or rejections. It is essential to double-check all entries before submitting your return.

Misconception 7: Filing jointly means only one spouse's income is considered.

When filing jointly, both spouses' incomes are combined, which can affect your overall tax liability.

Misconception 8: You can pay your taxes anytime after filing.

Tax payments are due by the filing deadline. Late payments may incur penalties and interest.

Misconception 9: You do not need to sign your return.

Both you and your spouse must sign the return if filing jointly. An unsigned return is considered incomplete.

Form Sample

AMOUNT

YOU OWE

OVERPAID

Donations

REFUND

Sign Here

In Black Ink

Keep a copy of this return for your records.

Paid Preparer’s Use Only

Filing Status/

Exemptions

Income and Adjustments

Deductions

If claiming a deduc-, tion on line 9, you must attach page

1,2 and Schedule 1 of your Federal Return, if applica- ble.

Tax and

Payments

Staple Form(s) W-2, W-2G, and/or 1099 here. Attach Schedule W-2 to return.

FORM		2100014A
40A	2021	2100014A

ALABAMA INDIVIDUAL INCOME TAX RETURN

FULL YEAR RESIDENTS ONLY

For the year Jan. 1 - Dec. 31, 2021, or other tax year: Beginning:			Ending:
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
6 is outside U.S.

Your social security number

6Check if primary is deceased Primary’s deceased date (mm/dd/yy)

Spouse’s social security number

6Check if spouse is deceased Spouse’s deceased date (mm/dd/yy)

V CHECK BOX IF AMENDED RETURN 6

1	6	$1,500 Single	3	6	$1,500 Married filing separate. Complete Spouse SSN
2	6	$3,000 Married filing joint	4	6	$3,000 Head of Family (with qualifying person).
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
6	Interest and dividend income. If over $1,500.00, use Form 40					. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	6	00
7	Total income. Add lines 5b and 6 (column B) . .			. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	7	00
8	Standard Deduction (enter amount from table on page 9 of instructions)					. . .	. . . . .	. . .	. . . .	8	00
9	Federal tax deduction (see instructions) . . .		. . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	. . . . .	. . .	. . . .
	DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)									9	00
10	Personal exemption (from line 1, 2, 3, or 4)		. . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	. . . . .	. . .	. . . .	10	00
11	Dependent exemptions (from page 2, Part II, line 2).				. . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	. . . . .	. . .	. . . .	11	00
12	Total deductions. Add lines 8, 9, 10, and 11 . .			. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	12	00
13	Taxable income. Subtract line 12 from line 7. Enter the result					. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	13	00
14	Find the tax for the amount on line 13. Use the tax table in the Instruction Booklet. . . .					. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	14	00
15	Consumer Use Tax (see instructions). If you certify that no use tax is due, check box					6 . .		. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	15	00
16	You may make a voluntary contribution to:		a Alabama Democratic Party			6	$1	6	$2	6 none	. . .	16a	00
			b Alabama Republican Party			6	$1	6	$2	6 none	. . .	16b	00
17	Total tax liability and voluntary contribution. Add lines 14, 15, 16a, and 16b					. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	17	00
18	Alabama income tax withheld (from column A, line 5a)					. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	18	00
19	Automatic Extension Payment		. . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	19	00
20	Amended Returns Only — Previous payments (see instructions)					. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	20	00
21	Total payments. Add lines 18, 19 and 20 .		. . . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	21	00
22	Amended Returns Only – Previous refund (see instructions)					. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	22	00
23	Adjusted Total Payments. Subtract line 22 from line 21					. . .	. . . . .	. . .	. . . .	. . . . . . . . . . . . . . . . . . . . . . . . . .	. . .	23	00

24If line 17 is larger than line 23, subtract line 23 from line 17, and enter AMOUNT YOU OWE.

	Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)	24		00
25	If line 23 is larger than line 17, subtract line 17 from line 23 and enter amount OVERPAID	. . . . . . . . . . .	25	00
26	Total Donation Check-offs from page 2, Part IV, line 2	. . . . . . . . . . .	26	00
27	REFUNDED TO YOU. Subtract line 26 from line 25.
	(You MUST SIGN this return before your refund can be processed.)	27		00

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		(	)
v
Spouse’s signature (if joint return, BOTH must sign)	Date	Daytime telephone number			Spouse’s occupation
v		(	)
v
Preparer’s		Date		Check if		Preparer’s SSN or PTIN
Preparer’s				Check if
v signature				self-employed		6	C
Firm’s name (or yours		Daytime telephone no. (		)		E.I. No.
v if self-employed)						ZIP Code
and address						ZIP Code

ADOR

*2100024A*

Form 40A (2021)							Page 2
						6 Yes	6 No
PART I	1	Were you (and your spouse, if married filing jointly) a resident of Alabama for the entire year 2021?		. . . . . . . . .	. . . .	6 Yes	6 No
		If you checked no, DO NOT COMPLETE THIS FORM. See “Which Form To File” on page 5 of instructions.
	2	Did you file an Alabama income tax return for the year 2020?	. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .	. . . . . . . . .	. . . .	6 Yes	6 No
		If you checked no, state the reason for not filing.
	3	Give name and address of your present employer:
General		Yourself
General		Your Spouse
Information		Your Spouse
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
Must Complete		2021 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?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Yes				6 No
		If yes, enter source(s) and amount(s) below (other than state income tax refund):
		Source		Amount	$
		Source		Amount	$
		Source		Amount	$

PART II

Dependents

Do not include yourself or your spouse

1a	Dependents:		(2) Dependent’s social security	(3) Dependent’s	(4) Did you provide
	Dependents:		(2) Dependent’s social security	(3) Dependent’s	more than one-half
	(1) First name	Last name	number.	relationship to you.	more than one-half
					dependent's support?

b Total number of dependents claimed above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2Amount allowed. (Multiply the total number of dependents claimed on line 1b by the amount from the dependent chart below.) Use the following chart to determine the per-dependent exemption amount:

(See page 10)

PART III

Federal

Tax Liability

Deduction

PART IV

Donation Check-offs

Amount on Line 7, Page 1		Dependent Exemption
0	– 20,000		1,000
20,001	– 100,000		500
Over 100,000			300
Enter amount here and on page 1, line 11 . . .			. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

1 Enter the Federal Income Tax Liability from worksheet (see instructions) here and on line 9, page 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

1You may donate all or part of your overpayment. (Enter the amount in the appropriate boxes.)

a	Senior Services Trust Fund	1a	00	j Alabama Firefighters Annuity and Benefit Fund
b Alabama Arts Development Fund		1b	00	k Alabama Breast & Cervical Cancer Program
c Alabama Nongame Wildlife Fund		1c	00	l Victims of Violence Assistance
d Child Abuse Trust Fund		1d	00	m Alabama Military Support Foundation
e	Alabama Veterans Program	1e	00	n Alabama Veterinary Medical Foundation
f Alabama State Historic Preservation Fund		1f	00	Spay-Neuter Program
g Alabama State Veterans Cemetery at				o Cancer Research Institute
	Spanish Fort Foundation, Incorporated	1g	00	p Alabama Association of Rescue Squads
h	Foster Care Trust Fund	1h	00	q USS Battleship Commission
i	Mental Health	1i	00	r Children First Trust Fund

1j	00
1k	00
1l	00
1m	00
1n	00
1o	00
1p	00
1q	00
1r	00

2 Total Donations. Add lines 1a, b, c, d, e, f, g, h, i, j, k, l, m, n, o, p, q, and r. Enter here and on page 1, line 26

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)

WHERE TO

FILE

FORM 40A

If you are receiving a refund, Form 40A, line 27, mail your return to: Alabama Department of Revenue, P.O. Box 154, Montgomery, AL 36135-0001 V If you are making a payment, Form 40A, line 24, mail your return to: Alabama Department of Revenue, P.O. Box 2401, Montgomery, AL 36140-0001

If you are not receiving a refund or making a payment, mail your return to: Alabama Department of Revenue, P.O. Box 327469, Montgomery, AL 36132-7469

Mail only your 2021 Form 40A 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