The Alabama State Tax Return 40A form is designed for full-year residents filing their individual income tax returns in Alabama. This form collects essential information such as personal details, income, deductions, and tax liabilities. Completing the 40A accurately is crucial for ensuring timely processing of refunds or payments owed to the state.
The Alabama State Tax Return 40A form is a crucial document for residents filing their individual income tax returns. Designed specifically for full-year residents, this form helps taxpayers report their income, claim deductions, and determine their tax liabilities. When filling out the 40A, individuals must provide personal information such as their name, address, and Social Security number, along with details about their spouse if filing jointly. The form also includes sections for reporting wages, interest, and dividend income, as well as adjustments that may affect the total income. Taxpayers can choose from various filing statuses, which influence the exemptions and deductions they can claim. The standard deduction and personal exemptions are calculated based on the taxpayer's situation, allowing for a tailored approach to tax liabilities. Additionally, the form outlines how to calculate any owed taxes or potential refunds, including options for voluntary contributions to charitable organizations. Understanding the 40A is essential for ensuring compliance with Alabama tax laws and maximizing any 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.
Alabama Affidavit Form - Each section of the form has a specific purpose tied to the overall service process.
To effectively manage your legal affairs, consider the importance of a properly filled General Power of Attorney during times of incapacity or absence. For guidance on completing this essential document, explore our key insights on General Power of Attorney forms.
Alabama Medicaid Referral Form - Ensure clarity in the reason for referral provided by the primary physician.
Alabama Court Forms - Insurance companies may require this document before settling claims.
The Alabama State Tax Return 40A form shares similarities with the Federal Form 1040. Both documents serve the purpose of reporting income and calculating tax liability for individuals. The 1040 form is used at the federal level, while the 40A is specific to Alabama residents. Each form requires personal information, including social security numbers and filing status, and both allow for deductions and exemptions. The structure of the forms is also similar, with sections dedicated to income, deductions, and tax calculations, making it easier for taxpayers to understand their obligations.
Another document that resembles the Alabama State Tax Return 40A is the Federal Form 1040A. Like the 40A, the 1040A is designed for individuals with simpler tax situations, allowing them to report income and claim deductions without the complexity of the full 1040. Both forms include sections for wages, interest income, and tax credits. The 1040A, however, is limited to certain types of income and deductions, whereas the 40A may have specific state-related provisions. This makes both forms accessible to taxpayers who may not have extensive financial portfolios.
When dealing with the specifics of vehicle transactions, it is essential to be aware of all relevant documentation, including the PDF Templates Online for the New York ATV Bill of Sale. This form serves as a vital record for ATV sales, ensuring both buyers and sellers have a clear understanding of the terms of the transfer, thereby protecting their interests in the process.
The Alabama State Tax Return 40A also bears a resemblance to the Federal Form 1040EZ. This form is intended for taxpayers with basic tax situations, similar to the 40A. Both forms require minimal information, such as filing status and income, and do not allow for itemized deductions. The simplicity of these forms is beneficial for individuals who may be filing taxes for the first time or those with straightforward financial situations. While the 1040EZ is exclusively for federal taxes, the 40A is tailored to Alabama's tax laws, ensuring compliance with state regulations.
Lastly, the Alabama State Tax Return 40A is comparable to the state-specific tax forms used in other states, such as the California Form 540. Each of these forms is designed to collect income tax information from residents of their respective states. They typically require similar personal information, income reporting, and deductions. While the specific laws and rates may differ, the overall structure and intent of these forms remain consistent, allowing taxpayers to fulfill their state tax obligations effectively. This uniformity helps taxpayers navigate their responsibilities, regardless of the state in which they reside.
Ensure you are a full-year resident of Alabama before completing the Form 40A. If you were not a resident for the entire year, this form is not applicable to you.
Gather all necessary documents, including your W-2 forms and any other income statements. These documents are essential for accurately reporting your income.
Choose your filing status carefully. The options include Single, Married filing jointly, Married filing separately, and Head of family. Your filing status affects your tax rates and deductions.
Calculate your total income accurately. This includes wages, salaries, and any other income sources. Add these amounts to determine your total income.
Take advantage of deductions. You may qualify for a standard deduction based on your filing status, which can significantly reduce your taxable income.
Double-check all entries before submitting your form. Verify your social security number, address, and calculations. This simple step can prevent delays in processing your return and receiving your refund.
The Alabama State Tax Return 40A form is used by full-year residents of Alabama to report their individual income tax. This form allows taxpayers to calculate their taxable income, claim deductions and exemptions, and determine their tax liability for the year.
This form is specifically for individuals who were residents of Alabama for the entire tax year. If you did not reside in Alabama for the full year, you should not use this form and must refer to the instructions to find the appropriate form to file.
To complete the 40A form, you will need to provide personal information such as your name, address, and Social Security number. You must also report your income, including wages and any other sources of income, as well as any Alabama tax withheld. Additionally, you will need to claim any deductions and exemptions applicable to your situation.
Your taxable income is calculated by subtracting your total deductions from your total income. You will first add up all sources of income reported on the form. Then, you will subtract your deductions, which may include the standard deduction and personal exemptions, to arrive at your taxable income.
If you are not making a payment, mail your completed 40A form to the Alabama Department of Revenue, P.O. Box 327465, Montgomery, AL 36132-7465. If you are making a payment, include Form 40V and send everything to P.O. Box 327477, Montgomery, AL 36132-7477. Be sure to check that you are using the correct address based on your payment status.