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Fill Out a Valid Alabama 40X Template

The Alabama 40X form is an essential document used for filing an amended Alabama Individual Income Tax Return or Application for Refund. This form allows taxpayers to correct errors or make changes to their previously filed returns for a specific calendar year. Understanding how to properly complete and submit the 40X can significantly impact your tax situation and potential refunds.

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The Alabama 40X form serves as an essential tool for individuals seeking to amend their previously filed Alabama Individual Income Tax Return. This form is utilized for correcting errors, reporting changes in income, exemptions, deductions, and credits, or applying for a refund. It is applicable for the calendar year specified, allowing taxpayers to provide their social security numbers, names, and addresses, along with details of the original return if different from the current submission. The form requires individuals to indicate whether their federal return has been audited and to outline any adjustments made to income, including net operating loss carrybacks or carryforwards. Line-by-line instructions guide users through calculating total income, adjusted gross income, deductions, and ultimately, the net tax liability. Additionally, the 40X form addresses any overpayment or balance due, ensuring that taxpayers can accurately report their financial standing. Proper completion and submission of this form are crucial for maintaining compliance with Alabama tax regulations and ensuring that any necessary adjustments are duly processed by the Alabama Department of Revenue.

Document Sample

FORM

 

 

*XX12830140X*

40X

 

 

REV. 9/06

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

AMENDED Alabama Individual Income Tax Return

 

 

or Application For Refund

 

 

 

 

 

 

 

 

 

 

CALENDAR YEAR

 

 

 

 

 

 

 

 

 

 

 

 

This return is for the calendar year indicated or other tax year

Beginning:

 

 

Ending:

 

Your social security number

 

 

 

 

Spouse’s SSN if joint return

 

 

 

 

 

 

 

 

 

 

 

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, and ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

a.Name and address on original return if different from above. (If same, write “Same”)

b.Date original return was filed:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

c. Check Form originally filed:

 

Form 40

Form 40A

E40

Form 40NR

 

 

Form 41 – Fiduciary (Estate or Trust)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

d. Has your Federal return been audited for the year being changed?

Yes

 

No

 

 

 

 

 

 

 

 

 

If “Yes,” attach copy of Federal report. If “No,” have you been advised that it will be?

Yes

No

 

 

 

 

 

e. Check here if the change pertains to a net operating loss carryback or carryforward.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A. As originally

 

B. Net change –

C. Correct

 

PLEASE FOLLOW LINE BY LINE INSTRUCTIONS FOR COMPLETION OF THIS FORM

 

 

reported or as adjusted

Increase or (Decrease)

 

 

 

amount

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(See Instructions)

 

– Explain on Page 2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1

Total income

. . . . . . . . . . . . . . . . . . . . . . . . . . . .

. .

. . . . . . . .

.

.

 

1

 

 

 

 

 

 

 

 

 

2

Adjustments to income . .

. . . . . . . . . . . . . . . . . . . . . . . . . . . .

. .

. . . . . . . .

.

.

 

2

 

 

 

 

 

 

 

 

Income

3

Adjusted gross income (subtract line 2 from line 1)

. .

. . . . . . . .

.

.

 

3

 

 

 

 

 

 

 

 

4

. . . . . . . . . . . Standard or Itemized Deductions

. .

. . . . . . . .

.

.

 

4

 

 

 

 

 

 

 

 

and

5

Subtract line 4 from line 3

. . . . . . . . . . . . . . . . . . . . . . . . . . . .

. .

. . . . . . . .

.

.

 

5

 

 

 

 

 

 

 

Deductions

6

Federal income tax deduction

. .

. . . . . . . .

.

.

 

6

 

 

 

 

 

 

 

 

 

7

. . . . . . . . . . . . . . . .Net income (subtract line 6 from line 5)

. .

. . . . . . . .

.

.

 

7

 

 

 

 

 

 

 

 

 

8

Personal and dependent exemption or Fiduciary exemption

. . . . . . . .

.

.

 

8

 

 

 

 

 

 

 

 

 

9

Taxable income (subtract line 8 from line 7)

. . . . . . . . . . .

. .

. . . . . . . .

.

.

 

9

 

 

 

 

 

 

 

 

 

 

10a

Income Tax (including previous voluntary contribution) . . .

. .

. . . . . . . .

.

.

 

10a

 

 

 

 

 

 

 

 

 

 

b

Consumer Use Tax

. . . . . . . . . . . . . . . . . . . . . . . . . . . .

. .

. . . . . . . .

.

.

 

10b

 

 

 

 

 

 

 

Tax Liability

11

. . . . . . . . . . . . . . . . . . . . . . . . .Total (add lines 10a and 10b)

. .

. . . . . . . .

.

.

 

11

 

 

 

 

 

 

 

 

 

12

. . . . . . . . .Credits from Sch. CR and/or Sch. OC

. .

. . . . . . . .

.

.

 

12

 

 

 

 

 

 

 

 

 

13

. . . . . . . . . .Net tax liability (subtract line 12 from line 11)

. .

. . . . . . . .

.

.

 

13

 

 

 

 

 

 

 

 

 

14

Alabama income tax withheld

. .

. . . . . . . .

.

.

 

14

 

 

 

 

 

 

 

 

 

15

Estimated tax payments .

. . . . . . . . . . . . . . . . . . . . . . . . . . . .

. .

. . . . . . . .

.

.

 

15

 

 

 

 

 

 

 

Payments

16

. . . . . . . . . . . . . . . . .Amount of tax paid with original return

. .

. . . . . . . .

.

. . .

. . . .

.

. . . . . . . . . . . . . . . . . . .

. .

. . . . . . . . . .

.

16

 

 

 

17

. . . . . . . .Other payments

. . . . . . . . . . . . . . . . . . . . . . . . . . . .

. .

. . . . . . . .

.

. . .

. . . .

.

. . . . . . . . . . . . . . . . . . .

. .

. . . . . . . . . .

.

17

 

 

 

18

. . . . . . . . . . . . . . . . . . . . . . .Total (add lines 14 through 17)

. .

. . . . . . . .

.

. . .

. . . .

.

. . . . . . . . . . . . . . . . . . .

. .

. . . . . . . . . .

.

18

 

 

 

19

Overpayment, if any, as shown on return (or as previously adjusted by Alabama Department of Revenue)

.

19

 

 

Refund

20

. . . . . . . . . . . . . . . . . . . . . . . . . .Subtract line 19 from line 18

. .

. . . . . . . .

.

. . .

. . . .

.

. . . . . . . . . . . . . . . . . . .

. .

. . . . . . . . . .

.

20

 

 

21

BALANCE DUE. If line 13, column C is more than line 20, enter difference. Pay in full with this return.

 

 

 

 

or

 

 

(If applicable, include interest from due date and penalties.)

 

 

 

 

 

 

 

 

Balance Due

 

 

Tax $_____________________ + Interest $_____________________ + Penalties $_____________________ =

 

21

 

 

22

REFUND to be received. If line 13, column C is less than line 20, enter difference

. .

. . . . . . . . . .

.

22

 

 

 

I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.

 

 

RECEIVING STAMP

 

 

 

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and

 

 

 

 

 

 

Please

 

statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other

 

 

 

 

 

 

 

than taxpayer) is based on all information of which preparer has any knowledge.

 

 

 

 

 

 

 

 

 

Sign

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Here

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Your signature

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Spouse’s signature (if filing jointly, BOTH must sign even if only one had income)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Paid

 

Preparer’s

 

 

 

 

 

 

 

Date

 

 

 

 

 

 

 

 

 

 

Signature

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Preparer’s

 

Firm’s name (or yours,

 

 

 

 

 

 

 

 

 

Telephone

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Use Only

 

if self employed)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

and address

 

 

 

 

 

 

 

Preparer’s SSN or PTIN

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

*XX12830240X*

Form 40X

Page 2

EXPLANATION OF CHANGES TO INCOME, EXEMPTIONS, DEDUCTIONS, AND CREDITS.

Enter the line reference from page 1 for which you are reporting a change, and give the reason for each change. Attach applicable schedules.

MAILING INSTRUCTIONS. Mail this return to: Alabama Department of Revenue Individual and Corporate Tax Division P.O. Box 327464

Montgomery, AL 36132-7464

Do Not mail your current return with Form 40X, it must be mailed to a different address.

Form Information

Fact Name Description
Form Purpose The Alabama 40X form is used for filing an amended individual income tax return or application for refund.
Governing Law This form is governed by Alabama state tax laws and regulations.
Filing Period The form is applicable for the calendar year indicated or for another tax year specified by the taxpayer.
Social Security Numbers Taxpayers must provide their Social Security Number and, if filing jointly, their spouse's SSN.
Original Return Reference Taxpayers must indicate the type of original return filed, such as Form 40 or Form 40A.
Federal Audit Check If the federal return has been audited, a copy of the federal report must be attached.
Net Operating Loss Taxpayers can check a box if the changes relate to a net operating loss carryback or carryforward.
Income Adjustments Line-by-line instructions guide taxpayers in reporting changes to income, exemptions, deductions, and credits.
Mailing Instructions The completed form must be mailed to the Alabama Department of Revenue at a specified address.
Signature Requirement Both spouses must sign if filing jointly, even if only one had income.
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