The Alabama State Tax Return 40A form is designed for full-year residents of Alabama to report their individual income tax. This form collects essential information such as income, deductions, and tax liability, ensuring that residents comply with state tax regulations. Completing the 40A accurately is crucial for determining any taxes owed or refunds due.
The Alabama State Tax Return 40A form is essential for residents who need to file their individual income tax returns. This form is specifically designed for those who have lived in Alabama for the entire tax year and allows them to report their income, claim deductions, and calculate any taxes owed or refunds due. At the beginning of the form, taxpayers will provide personal information such as their name, address, and Social Security number. The form also requires individuals to select their filing status, which can significantly impact their tax calculations. Major components include sections for reporting wages, salaries, and other income sources, as well as deductions for personal exemptions and standard deductions. Taxpayers must also calculate their total tax liability and determine if they owe money or are entitled to a refund. Additionally, the form offers options for voluntary contributions to various state programs, making it not just a tax document but also a way to support community initiatives. Overall, understanding the Alabama State Tax Return 40A form is crucial for ensuring compliance with state tax laws and maximizing potential refunds.
FORM
*2100014A*
40A
2021
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
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
$1,500 Married filing separate. Complete Spouse SSN
2
$3,000 Married filing joint
4
$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
Interest and dividend income. If over $1,500.00, use Form 40
. . . . . . . . . . . . . . . . . . . . . . . . . .
7
Total income. Add lines 5b and 6 (column B) . .
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
Standard Deduction (enter amount from table on page 9 of instructions)
9
Federal tax deduction (see instructions) . . .
DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)
10
Personal exemption (from line 1, 2, 3, or 4)
11
Dependent exemptions (from page 2, Part II, line 2).
12
Total deductions. Add lines 8, 9, 10, and 11 . .
13
Taxable income. Subtract line 12 from line 7. Enter the result
14
Find the tax for the amount on line 13. Use the tax table in the Instruction Booklet. . . .
15
Consumer Use Tax (see instructions). If you certify that no use tax is due, check box
6 . .
16
You may make a voluntary contribution to:
a Alabama Democratic Party
$1
$2
6 none
16a
b Alabama Republican Party
16b
17
Total tax liability and voluntary contribution. Add lines 14, 15, 16a, and 16b
18
Alabama income tax withheld (from column A, line 5a)
19
Automatic Extension Payment
20
Amended Returns Only — Previous payments (see instructions)
21
Total payments. Add lines 18, 19 and 20 .
22
Amended Returns Only – Previous refund (see instructions)
23
Adjusted Total Payments. Subtract line 22 from line 21
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
25
If line 23 is larger than line 17, subtract line 17 from line 23 and enter amount OVERPAID
. . . . . . . . . . .
26
Total Donation Check-offs from page 2, Part IV, line 2
27
REFUNDED TO YOU. Subtract line 26 from line 25.
(You MUST SIGN this return before your refund can be processed.)
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
(
)
Spouse’s signature (if joint return, BOTH must sign)
Spouse’s occupation
Preparer’s
Check if
Preparer’s SSN or PTIN
v signature
self-employed
C
Firm’s name (or yours
Daytime telephone no. (
E.I. No.
v if self-employed)
ZIP Code
and address
ADOR
*2100024A*
Form 40A (2021)
Page 2
6 Yes
6 No
PART I
Were you (and your spouse, if married filing jointly) a resident of Alabama for the entire year 2021?
. . . . . . . . .
If you checked no, DO NOT COMPLETE THIS FORM. See “Which Form To File” on page 5 of instructions.
Did you file an Alabama income tax return for the year 2020?
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If you checked no, state the reason for not filing.
Give name and address of your present employer:
General
Yourself
Your Spouse
Information
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
Do you have income which is reported on your Federal return, but not reported on your Alabama return?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Yes
If yes, enter source(s) and amount(s) below (other than state income tax refund):
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
more than one-half
(1) First name
number.
relationship to you.
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
j Alabama Firefighters Annuity and Benefit Fund
b Alabama Arts Development Fund
1b
k Alabama Breast & Cervical Cancer Program
c Alabama Nongame Wildlife Fund
1c
l Victims of Violence Assistance
d Child Abuse Trust Fund
1d
m Alabama Military Support Foundation
e
Alabama Veterans Program
1e
n Alabama Veterinary Medical Foundation
f Alabama State Historic Preservation Fund
1f
Spay-Neuter Program
g Alabama State Veterans Cemetery at
o Cancer Research Institute
Spanish Fort Foundation, Incorporated
1g
p Alabama Association of Rescue Squads
h
Foster Care Trust Fund
1h
q USS Battleship Commission
i
Mental Health
1i
r Children First Trust Fund
1j
1k
1l
1m
1n
1o
1p
1q
1r
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#
Spouse state
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.
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