The Alabama 40 form is the official document used by residents and part-year residents of Alabama to file their individual income tax returns. This form is essential for reporting income, claiming deductions, and determining tax liabilities for the specified tax year. Understanding the details and requirements of the Alabama 40 form can help ensure accurate and timely submissions, ultimately supporting the financial well-being of individuals and families.
The Alabama 40 form, officially known as the Alabama Individual Income Tax Return, serves as a crucial document for residents and part-year residents filing their state income taxes. For the tax year spanning January 1 to December 31, 2020, this form requires taxpayers to provide essential personal information, including their Social Security numbers, filing status, and income details. The form outlines various income categories, such as wages, interest, dividends, and other income sources, alongside adjustments to income and deductions. Taxpayers must also report their Alabama income tax withheld and any estimated tax payments made throughout the year. Importantly, the Alabama 40 form accommodates various filing situations, including amended returns and different filing statuses, such as single, married filing jointly, and head of family. Additionally, it offers opportunities for taxpayers to contribute to political parties or charitable funds. Understanding the components of the Alabama 40 form is essential for accurately reporting income, calculating tax liabilities, and ensuring compliance with state tax regulations.
FORM
*21000140*
40
2021
ALABAMA INDIVIDUAL INCOME TAX RETURN
RESIDENTS & PART-YEAR RESIDENTS
For the year Jan. 1 - Dec. 31, 2021, or other tax year: Beginning:
Ending:
Your first name
Initial
Last name
Spouse’s first name
Present home address (number and street or P.O. Box number)
City, town or post office
State
ZIP code
Your social security number
Check if primary is deceased Primary’s deceased date (mm/dd/yy)
Spouse’s social security number
Check if spouse is deceased Spouse’s deceased date (mm/dd/yy)
Check if address is outside U.S.
Foreign Country
CHECK BOX IF AMENDED RETURN
Filing Status/
1
$1,500 Single
3
$1,500 Married filing separate. Complete Spouse SSN
Exemptions
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)
. . . . . . . . . . . . . . . . . . . . .
A – Alabama tax withheld
B – Income
5b
Wages, salaries, tips, etc. (from Schedule W-2, line 18, column I plus J):.
. . . . . . . .
. . . . . . . . . . . . . . . . . . . . . .
00
Income
6
Interest and dividend income (also attach Schedule B if over $1,500)
. . . . .
. . . . . . . . . .
. . . . . .
. .
and
7
Other income (from page 2, Part I, line 9)
. . . . . . . . . . . . . . . . .
Adjustments
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
Deductions
11
Check box a, if you itemize deductions, and enter amount from Schedule A, line 27.
Box a or b MUST be checked
Check box b, if you do not itemize deductions, and enter standard deduction (see instructions)
If claiming a deduc-
a
Itemized Deductions
b
Standard Deduction
tion on line 12, you
must attach page
12
Federal tax deduction (see instructions)
. . . . . . . . . . . . . . . . . . . . . . . . .
1,2 and Schedule 1
of your Federal
DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)
Return, if applica-
ble.
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
Tax
18
Net tax due Alabama. Check box if computing tax using Schedule OC
, otherwise enter amount from line 17 . . . .
Staple Form(s) W-2,
19
Additional taxes (from Schedule ATP, Part I, Line 3)
W-2G, and/or 1099
20
Alabama Election Campaign Fund. You may make a voluntary contribution to the following:
here. Attach Schedule
W-2 to return.
Alabama Democratic Party
$1
$2
none
20a
Alabama Republican Party
20b
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
2021 estimated tax payments/Automatic Extension Payment
24
Amended Returns Only — Previous payments (see instructions)
Payments
25
Refundable Credits. Enter the amount from Schedule OC,Section F, line F4.
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
AMOUNT
30
If line 21 is larger than line 29, subtract line 29 from line 21, and enter AMOUNT YOU OWE and add line 31.
Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)
YOU OWE
31
Penalties (from Schedule ATP, Part II, line 3) (see instructions)
OVERPAID
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 2022 estimated tax
Donations
34
Total Donation Check-offs from Schedule DC, line 2
REFUND
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
*21000240*
Form 40 (2021)
Page 2
PART I
Alimony received
. . . . . . . . . . . . . .
.
. . . . . . .
. . . . . . . . . . . . . . . . . . .
. . . . . . . . . . . . . . . .
Business income or (loss) (attach Federal Schedule C or C-EZ) (see instructions)
Gain or (loss) from sale of Real Estate, Stocks, Bonds, etc. (attach Schedule D)
Other
4a
Total IRA distributions
4b Taxable amount (see instructions)
4b
Total pensions and annuities
5b Taxable amount (see instructions)
(See
Rents, royalties, partnerships, estates, trusts, etc. (attach Schedule E) . . . .
instructions)
Farm income or (loss) (attach Federal Schedule F)
Other income (state nature and source — see instructions)
Total other income. Add lines 1 through 8. Enter here and also on page 1, line 7
PART II
1a
Your IRA deduction
Spouse’s IRA deduction
1b
Payments to a Keogh retirement plan and self-employment SEP deduction
Penalty on early withdrawal of savings
Alimony paid. Recipient’s last name
Social security no.
5
Adoption expenses
to Income
Moving Expenses (Attach Federal Form 3903) to City
ZIP
Self-employed health insurance deduction
Payments to Alabama College Counts 529 Fund or Alabama PACT Program
Health insurance deduction for small employer employee (see instructions)
Costs to retrofit or upgrade home to resist wind or flood damage . . .
Deposits to a catastrophe savings account
Contributions to a health savings account
Deposits to an Alabama First-Time and Second Chance Home Buyer Savings Account (see instructions) . . .
. . . . . . . . . . . . .
Firefighter’s Insurance Premiums
Contributions to an Achieving a Better Life Experience (ABLE) savings account
Total adjustments. Add lines 1 through 15. Enter here and also on page 1, line 9
PART III
Total number of dependents from Schedule DS, line 1b
Dependents
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
PART IV
Residency Check only one box
Full Year
Part Year
From
2021 through
2021.
General
Did you file an Alabama income tax return for the year 2020?
Yes
No If no, state reason
Give name and address of present employer(s). Yours
Information
Your Spouse’s
All Taxpayers
Enter the Federal Adjusted Gross Income $
and Federal Taxable Income
$
as reported on your 2021 Federal
Individual Income Tax Return.
Must Complete
This Section.
Do you have income which is reported on your Federal return, but not reported on your Alabama return (other than your state tax refund)?
No
If yes, enter source(s) and amount(s) below: (other than state income tax refund)
Source
Amount
Drivers
DOB
Iss date
Exp date
(mm/dd/yyyy)
Your state
DL#
License Info
Spouse state
I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.
Sign Here
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
In Black Ink
true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Keep a copy
Your signature
Date
Daytime telephone number
Your occupation
(
)
of this return
for your records.
Spouse’s signature (if joint return, BOTH must sign)
Spouse’s occupation
Paid
Preparer’s
Check if
Preparer’s SSN or PTIN
signature
self-employed
Firm’s name (or yours
Daytime telephone no. (
E.I. No.
Use Only
if self-employed)
ZIP Code
and address
WHERE TO
FILE
FORM 40
If you are receiving a refund, Form 40, line 35, mail your return to: Alabama Department of Revenue, P.O. Box 154, Montgomery, AL 36135-0001
If you are making a payment, Form 40, line 30, 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 40 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.
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