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Fill Out a Valid Alabama 40 Form

The Alabama 40 form is the official document used by residents and part-year residents to file their individual income tax returns in Alabama. This form captures essential information such as income, deductions, and tax liabilities for the tax year. Completing the Alabama 40 is crucial for ensuring compliance with state tax regulations and determining any potential refunds or amounts owed.

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The Alabama 40 form is a critical document for residents and part-year residents filing their individual income tax returns. This form covers the tax year from January 1 to December 31, 2020, and serves as a comprehensive tool for reporting income, calculating tax liabilities, and claiming deductions and credits. It requires taxpayers to provide personal information, including social security numbers and filing status, which influences the tax calculations. The form details various sources of income, such as wages, interest, and dividends, and allows for adjustments to income, which can significantly affect the final tax amount owed or refunded. Deductions play a vital role, with options for itemizing or taking a standard deduction, depending on individual circumstances. The form also includes sections for declaring dependents, contributions to charitable organizations, and determining eligibility for various tax credits. Completing the Alabama 40 accurately is essential for ensuring compliance with state tax laws and for maximizing potential refunds.

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 of Alabama. Individuals who moved into or out of Alabama during the tax year can still use this form to report their income accurately.

Misconception 2: You do not need to report income earned outside of Alabama.

All income must be reported on the Alabama 40 form, regardless of where it was earned. This includes income from other states or countries, as Alabama taxes residents on their worldwide income.

Misconception 3: The form is the same every year and does not change.

The Alabama 40 form can change from year to year, reflecting updates in tax laws, exemptions, and deductions. Taxpayers must ensure they are using the correct version for the specific tax year.

Misconception 4: Filing status does not affect your tax liability.

Your filing status significantly impacts your tax liability. Different statuses, such as single or married filing jointly, come with varying tax brackets and deductions, which can affect the amount of tax owed.

Misconception 5: You can file the Alabama 40 form without any supporting documentation.

Supporting documentation, such as W-2s and 1099s, is necessary for accurately reporting income and claiming deductions. Failing to include these documents can lead to processing delays or incorrect tax assessments.

Misconception 6: You can submit the form electronically without any special requirements.

While electronic filing is an option, specific requirements must be met, such as using approved software or e-filing through authorized channels. Taxpayers should verify these requirements before submitting electronically.

Misconception 7: If you owe taxes, you cannot file for an extension.

Taxpayers can file for an extension even if they owe taxes. However, it is crucial to pay any estimated taxes owed by the original deadline to avoid penalties and interest. An extension only extends the time to file, not to pay.

Example - Alabama 40 Form

FORM		21000140
40	2021	21000140

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	Initial	Last 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.
	2		$3,000 Married filing joint		4

	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
Income	6	Interest and dividend income (also attach Schedule B if over $1,500)					. . . . . . . .	. . . . . . . . . . . . . . . . . . . . . .	. . . . .		. . . . . . . . . .	. . . . . .	. .	. . . . .	6		00
and	7	Other income (from page 2, Part I, line 9)			. . . . . . . .	. . . . . . . . . . . . . . . . .	. . . . . . . .	. . . . . . . . . . . . . . . . . . . . . .	. . . . .		. . . . . . . . . .	. . . . . .	. .	. . . . .	7		00
Adjustments	8	Total income. Add amounts in the income column for line 5b through line 7 . .						. . . . . . . . . . . . . . . . . . . . . .	. . . . .		. . . . . . . . . .	. . . . . .	. .	. . . . .	8		00
	9	Total adjustments to income (from page 2, Part II, line 16)					. . . . . . . .	. . . . . . . . . . . . . . . . . . . . . .	. . . . .		. . . . . . . . . .	. . . . . .	. .	. . . . .	9		00
	10	Adjusted gross income. Subtract line 9 from line 8					. . . . . . . .	. . . . . . . . . . . . . . . . . . . . . .	. . . . .		. . . . . . . . . .	. . . . . .	. .	. . . . .	10		00
Deductions	11	Check box a, if you itemize deductions, and enter amount from Schedule A, line 27.							Box a or b MUST be checked
Deductions		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			11					00
tion on line 12, you		a	Itemized Deductions		b	Standard Deduction		. . . . . . . . . . . . . . . . . . . . .	11					00
tion on line 12, you
must attach page	12	Federal tax deduction (see instructions)				. . . . . . . . . . . . . . . . . . . . . . . . .		. . . . . . . . . . . . . . . . . . . . .
1,2 and Schedule 1														00
of your Federal		DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)							12
Return, if applica-		DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)							12
Return, if applica-														00
ble.	13	Personal exemption (from line 1, 2, 3, or 4)							13
	13	Personal exemption (from line 1, 2, 3, or 4)				. . . . . . . . . . . . . . . . . . . . . . . . .		. . . . . . . . . . . . . . . . . . . . .	13
	14	Dependent exemption (from page 2, Part III, line 2)						. . . . . . . . . . . . . . . . . . . . .	14					00
	15	Total deductions. Add lines 11, 12, 13, and 14					. . . . . . . . . . . . . . . . . . . . . . . . . . . . .		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	15		00
	16	Taxable income. Subtract line 15 from line 10					. . . . . . . . . . . . . . . . . . . . . . . . . . . . .		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	16		00
	17	Income Tax due. Enter amount from tax table or check if from					Form NOL-85A		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	17		00
Tax	18	Net tax due Alabama. Check box if computing tax using Schedule OC						, otherwise enter amount from line 17 . . . .				. . . . .	. . .	. . . .	18		00
Staple Form(s) W-2,	19	Additional taxes (from Schedule ATP, Part I, Line 3)					. . . . . . . . . . . . . . . . . . . . . . . . . . . . .		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	19		00
W-2G, and/or 1099	20	Alabama Election Campaign Fund. You may make a voluntary contribution to the following:
here. Attach Schedule	20
here. Attach Schedule																	00
W-2 to return.	a	Alabama Democratic Party		$1	$2	none	. . . . . . . . . . . . . . . . . . . . . . . . . . . . .		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	20a		00
	b	Alabama Republican Party		$1	$2	none	. . . . . . . . . . . . . . . . . . . . . . . . . . . . .		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	20b		00
	21	Total tax liability and voluntary contribution. Add lines 18, 19, 20a, and 20b							. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	21		00
	22	Alabama income tax withheld (from column A, line 5a)						. . . . . . . . . . . . . . . . . . . . .	22					00
	23	2021 estimated tax payments/Automatic Extension Payment						. . . . . . . . . . . . . . . . . . . . .	23					00
	24	Amended Returns Only — Previous payments (see instructions)						. . . . . . . . . . . . . . . . . . . . .	24					00
Payments	25	Refundable Credits. Enter the amount from Schedule OC,Section F, line F4.						. . . . . . . . . . . . . . . . . . . . .	25					00
	26	Payments from Schedule CP, Section B, Line 1 .				. . . . . . . . . . . . . . . . . . . . . . . . .		. . . . . . . . . . . . . . . . . . . . .	26					00
	27	Total payments. Add lines 22, 23, 24, 25 and 26					. . . . . . . . . . . . . . . . . . . . . . . . . . . . .		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	27		00
	28	Amended Returns Only – Previous refund (see instructions)					. . . . . . . . . . . . . . . . . . . . . . . . . . . . .		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	28		00
	29	Adjusted Total Payments. Subtract line 28 from line 27					. . . . . . . . . . . . . . . . . . . . . . . . . . . . .		. . .	. . .	. . . . . . . . . .	. . . . .	. . .	. . . .	29		00
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.
AMOUNT		Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)										30					00
YOU OWE												30					00
YOU OWE	31	Penalties (from Schedule ATP, Part II, line 3) (see instructions)							31					00
	31						. . . . . . . . . . . . . . . . . . . . .		31					00
OVERPAID	32	If line 29 is larger than line 21, subtract line 21 from line 29, and enter amount OVERPAID							. . .	. .	. . . . . . . . .	32					00
	33	. . . . . . . . . . . . . . . .Amount of line 32 to be applied to your 2022 estimated tax						. . . . . . . . . . . . . . . . . . . . .	33					00
Donations	34	Total Donation Check-offs from Schedule DC, line 2						. . . . . . . . . . . . . . . . . . . . .	34					00
REFUND	35	REFUNDED TO YOU. (CAUTION: You must sign this return on the reverse side.)
REFUND		If line 32 is greater than zero, subtract lines 31, 33 and 34 from line 32										35					00
								. . .	. .	. . . . . . . . .		35					00

ADOR

*21000240*


Form 40 (2021)																						Page 2

PART I	1	Alimony received				. . . . . . . . . . . . . .	.	. . . . . . .		. . . . . .	. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		1				00
	2	Business income or (loss) (attach Federal Schedule C or C-EZ) (see instructions)																	2				00
	3	Gain or (loss) from sale of Real Estate, Stocks, Bonds, etc. (attach Schedule D)																	3				00
Other	4a	Total IRA distributions		4a					00	4b Taxable amount (see instructions)									4b				00
Income	5a	Total pensions and annuities		5a					00	5b Taxable amount (see instructions)									5b				00
(See	6	Rents, royalties, partnerships, estates, trusts, etc. (attach Schedule E) . . . .									. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		6				00
instructions)	7	Farm income or (loss) (attach Federal Schedule F)									. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		7				00
	8	Other income (state nature and source — see instructions)																	8				00
	9	Total other income. Add lines 1 through 8. Enter here and also on page 1, line 7																	9				00
PART II	1a	Your IRA deduction				. . . . . . . . . . . . . .	.	. . . . . . .		. . . . . .	. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		1a				00
	b	Spouse’s IRA deduction				. . . . . . . . . . . . . .	.	. . . . . . .		. . . . . .	. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		1b				00
	2	Payments to a Keogh retirement plan and self-employment SEP deduction									. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		2				00
	3	Penalty on early withdrawal of savings											. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		3				00
	4	Alimony paid. Recipient’s last name											Social security no.						4				00
Adjustments	5	Adoption expenses				. . . . . . . . . . . . . .	.	. . . . . . .		. . . . . .	. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		5				00
to Income	6	Moving Expenses (Attach Federal Form 3903) to City												State			ZIP		6				00
(See	7	Self-employed health insurance deduction											. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		7				00
instructions)	8	Payments to Alabama College Counts 529 Fund or Alabama PACT Program																	8				00
	9	Health insurance deduction for small employer employee (see instructions)									. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		9				00
	10	Costs to retrofit or upgrade home to resist wind or flood damage . . .								. . . . . .	. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		10				00
	11	Deposits to a catastrophe savings account											. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		11				00
	12	Contributions to a health savings account											. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		12				00
	13	Deposits to an Alabama First-Time and Second Chance Home Buyer Savings Account (see instructions) . . .													. . . . . . .	. . . . . . . . . . . . .		. . . . . .	13				00
	14	Firefighter’s Insurance Premiums															. . . . . . . . . . . . . . . .		14				00
	15	Contributions to an Achieving a Better Life Experience (ABLE) savings account																	15				00
	16	Total adjustments. Add lines 1 through 15. Enter here and also on page 1, line 9																	16				00
PART III	1	Total number of dependents from Schedule DS, line 1b								. . . . . .	. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		1				00
Dependents	2	Amount allowed. (Multiply total number of dependents claimed on line 1 by the amount on the dependent chart																					00
		in the instructions.) Enter amount here and on page 1, line 14							. . . . .	. . . . . .	. . . . . .		. . . . . . . . . . . . . . . . . . .	. . . . . . . . . . . . . .			. . . . . . . . . . . . . . . .		2				00
PART IV	1	Residency Check only one box			Full Year				Part Year		From					2021 through						2021.
General	2	Did you file an Alabama income tax return for the year 2020?								Yes		No If no, state reason
General	3	Give name and address of present employer(s). Yours
Information	3	Give name and address of present employer(s). Yours
Information			Your Spouse’s
			Your Spouse’s
All Taxpayers	4	Enter the Federal Adjusted Gross Income $										and Federal Taxable Income			$				as reported on your 2021 Federal
All Taxpayers		Individual Income Tax Return.
Must Complete		Individual Income Tax Return.
This Section.	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)

(See

Source

Amount

instructions)

Source

Amount

Drivers

DOB

Iss date

Exp date

(mm/dd/yyyy)

Your state

DL#

(mm/dd/yyyy)

License Info

DOB

Iss date

Exp date

(mm/dd/yyyy)

Spouse state

DL#

(mm/dd/yyyy)

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)

Date

Daytime telephone number

Spouse’s occupation

(

)

Paid

Preparer’s

Date

Check if

Preparer’s SSN or PTIN

signature

Preparer’s

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.

ADOR

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Similar forms

The Alabama 40 form, which is used for filing individual income tax returns for residents and part-year residents, shares similarities with the Federal Form 1040. Both documents serve the primary purpose of reporting income, calculating tax liability, and determining any refunds or amounts owed. While the Alabama 40 is specific to state tax obligations, the Federal Form 1040 encompasses national tax responsibilities. Each form requires personal information, such as social security numbers and filing status, and both include sections for income reporting and deductions. The Federal Form 1040 also requires additional schedules for certain types of income and deductions, similar to the Alabama 40's requirement for supplementary schedules like Schedule A for itemized deductions.

Another document that resembles the Alabama 40 form is the state-specific tax return form used in other states, such as the California Form 540. Like the Alabama 40, the California Form 540 is designed for residents and part-year residents to report their income and calculate their state tax liability. Both forms require detailed personal information and include sections for various income types, deductions, and credits. Additionally, they each have options for filing jointly or separately for married couples, allowing taxpayers to choose the most beneficial filing status. The structure and purpose of these forms remain consistent, reflecting the states' similar approaches to income taxation.

The IRS Form 1040-SR is another document comparable to the Alabama 40 form, specifically tailored for seniors aged 65 and older. This form simplifies the filing process for older taxpayers by providing larger text and a straightforward layout, much like the Alabama 40. Both forms allow for the reporting of various income types and deductions, while also accommodating specific credits available to seniors. The Form 1040-SR, while federal, shares the same fundamental goal of determining tax liability and potential refunds, paralleling the objectives of the Alabama 40 form.

Understanding the significance of estate planning is crucial, and utilizing the right documents can make a substantial difference in how your assets are managed after your passing. One essential form that comes to mind is the https://todform.com/blank-oklahoma-transfer-on-death-deed, which simplifies the process for property owners looking to ensure a smooth transfer of ownership without the complications of probate. By filling out this transfer-on-death deed, you can designate your heirs directly, making it easier for them to inherit your property in a timely manner.

Lastly, the 1099 series forms, particularly the 1099-MISC, have similarities to the Alabama 40 form in terms of income reporting. While the Alabama 40 is a comprehensive tax return, the 1099-MISC is a specific income reporting form used to document payments made to independent contractors or freelancers. Taxpayers must report this income on their Alabama 40, making the 1099-MISC an integral part of the income calculation process. Both documents emphasize the importance of accurate income reporting, ensuring that all earnings are accounted for in the tax filing process.

Common mistakes

Filling out the Alabama 40 form can be a straightforward process, but many individuals make common mistakes that can lead to delays or complications. One frequent error is not providing accurate personal information. This includes ensuring that names, Social Security numbers, and addresses are correct. Even a small typo can cause significant issues, such as misdirected correspondence or problems with identity verification.

Another common mistake involves selecting the wrong filing status. The Alabama 40 form offers several options, including single, married filing jointly, and head of family. Choosing the incorrect status can affect the tax rate and the amount owed or refunded. It’s crucial to carefully review the definitions of each status to ensure the correct one is selected.

Many taxpayers also overlook the importance of reporting all income. Some individuals may forget to include income from sources such as interest, dividends, or side jobs. Failing to report all income can lead to penalties or increased scrutiny from tax authorities. It is advisable to gather all necessary documents, such as W-2s and 1099s, before starting the form.

Additionally, individuals often forget to claim eligible deductions and exemptions. The Alabama 40 form allows for various deductions, including standard and itemized deductions. Taxpayers should ensure they are aware of all deductions they qualify for, as this can significantly reduce taxable income. Not claiming these deductions is a missed opportunity to lower tax liability.

Another mistake is neglecting to sign and date the return. This may seem minor, but an unsigned return is considered incomplete and can result in processing delays. Both spouses must sign if filing jointly. It’s essential to double-check that all required signatures are present before submission.

Finally, individuals sometimes fail to keep a copy of their completed return. Keeping a copy is vital for personal records and can be helpful if there are questions or issues in the future. It’s a good practice to save a copy of the return and any supporting documents for at least three years.