Alabama Alabama Individual Income Tax Return

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Alabama Individual Income Tax Return
40 TY 2023 Print Version_7-13-23_F
2023 *23000140* FORM 40 Alabama Individual Income Tax Return RESIDENTS & PART-YEAR RESIDENTS For the year Jan. 1 - Dec. 31, 2023, or other tax year: Beginning: • Your first name Ending: • Initial • • Spouse’s first name Initial • • Your social security number •  Last name • Check if primary is deceased Primary’s deceased date (mm/dd/yyyy) • • Last name • Spouse’s social security number • Present home address (number and street or P.O. Box number) •  City, town, or post office State • • • Check if address is outside U.S. Filing Status/ Exemptions Income and Adjustments Deductions If claiming a deduction on line 12, you must attach page 1,2 and Schedule 1 of your Federal Return, if applicable.  Tax Staple Form(s) W-2, W-2G, and/or 1099 here. Attach Schedule W-2 to return. Payments AMOUNT YOU OWE OVERPAID Donations REFUND • Check if spouse is deceased Spouse’s deceased date (mm/dd/yyyy) ZIP code • • Foreign Country CHECK BOX IF AMENDED RETURN •  1 •  $1,500 Single 4 •  $3,000 Head of Family (with qualifying person). Complete Schedule HOF. Alabama Income Tax Withheld (from Schedule W-2, line 18, column G) . . . . . . . . . . . . . . . . . . . . . . . . . . . A – Alabama tax withheld 00 5b Wages, salaries, tips, etc. (from Schedule W-2, line 18, column I plus J):. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5a • Interest and dividend income (also attach Schedule B if over $1,500) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Other income (from page 2, Part I, line 8). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Total income. Add amounts in the income column for line 5b through line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Total adjustments to income (from page 2, Part II, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Adjusted gross income. Subtract line 9 from line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Box a or b MUST be checked Check box a, if you itemize deductions, and enter amount from Schedule A, line 27. Check box b, if you do not itemize deductions, and enter standard deduction (see instructions) 00 • a  Itemized Deductions • b  Standard Deduction . . . . . . . . . . . . . . . . . . . . . . . . . . 11 • 12 Federal tax deduction (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 • 00 DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S) • 13 00 13 Personal exemption (from line 1, 2, 3, or 4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 14 00 14 Dependent exemption (from page 2, Part III, line 2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Total deductions. Add lines 11, 12, 13, and 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 16 Taxable income. Subtract line 15 from line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 17 Income Tax due. Enter amount from tax table or check if from •  Form NOL-85A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18 Net tax due Alabama. Check box if computing tax using Schedule OC • , otherwise enter amount from line 17 . . . . . . . . . . . . . . . . 18 19 Additional taxes (from Schedule ATP, Part I, Line 3). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 20 Alabama Election Campaign Fund. You may make a voluntary contribution to the following: a Alabama Democratic Party  $1  $2  none . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20a b Alabama Republican Party  $1  $2  none . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20b 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 • 23 • 00 23 2023 estimated tax payments/Automatic Extension Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 • 00 24 Amended Returns Only — Previous payments (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 • 00 25 Refundable Credits. Enter the amount from Schedule OC,Section F, line F4 . . . . . . . . . . . . . . . . . . . . . . 26 • 00 26 Payments from Schedule CP, Section B, Line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Total payments. Add lines 22, 23, 24, 25, and 26 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 28 Amended Returns Only – Previous refund (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 29 Adjusted Total Payments. Subtract line 28 from line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 30 If line 21 is larger than line 29, subtract line 29 from line 21, and add line 31 and enter AMOUNT YOU OWE. 30 • Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.) 31 • 00 31 Penalties (from Schedule ATP, Part II, line 3) (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 32 32 If line 29 is larger than line 21, subtract line 21 from line 29, and enter AMOUNT OVERPAID . . . . . . . . . . . . . . . . . . . . . . . 00 33 Amount of line 32 to be applied to your 2024 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 • 34 • 00 34 Total Donation Check-offs from Schedule DC, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 • 2 5a 5b 6 7 8 9 10 11  3 •  $1,500 Married filing separate. Complete Spouse SSN • NRA •  $3,000 Married filing joint B – Income • • • • • • 00 00 00 00 00 00 • • • • • 00 00 00 00 00 • • • 00 00 00 • • • 00 00 00 00 00 00 ADOR *23000240* Form 40 (2023) PART I Other Income (See instructions) 1 2 3 4 5 6 7 8 1a b 2 3 PART II 4 5 6 Adjustments 7 to Income 8 (See 9 instructions) 10 11 12 13 14 15 16 1 PART III 2 Dependents PART IV General Information All Taxpayers Must Complete This Section. (See instructions) Drivers License Info Sign Here In Black Ink Keep a copy of this return for your records. Paid Preparer’s Use Only WHERE TO FILE FORM 40 Page 2 1 2 3 4 5 6 7 8 Your IRA deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a Spouse’s IRA deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b 2 Payments to a Keogh retirement plan and self-employment SEP deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Alimony paid. Recipient’s last name Social security no. • 5 Adoption expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Moving Expenses (Attach Federal Form 3903) to City State ZIP 7 Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Payments to Alabama College Counts 529 Fund or Alabama PACT Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Health insurance deduction for small employer employee (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Costs to retrofit or upgrade home to resist wind or flood damage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Deposits to a catastrophe savings account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Contributions to a health savings account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Deposits to an Alabama First-Time and Second Chance Home Buyer Savings Account (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Firefighter’s Insurance Premiums. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Contributions to an Achieving a Better Life Experience (ABLE) savings account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Total adjustments. Add lines 1 through 15. Enter here and also on page 1, line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Total number of dependents from Schedule DS, line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 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). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Retirement Income (attach Schedule RS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Rents, royalties, partnerships, estates, trusts, etc. (attach Schedule E) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Farm income or (loss) (attach Federal Schedule F) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other income (state nature and source — see instructions) Total other income. Add lines 1 through 7. Enter here and also on page 1, line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Residency Check only one box •  Full Year •  Part Year From 2 Did you file an Alabama income tax return for the year 2022? • Yes • No If no, state reason 3 Give name and address of present employer(s). Yours Your Spouse’s 4 Enter the Federal Adjusted Gross Income •$ and Federal Taxable Income •$ • • • • • • • • • • • • • • • • • • • • • • • • • • 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 • 2023 through 00 2023. as reported on your 2023 Federal Individual Income Tax Return. 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) Source • Amount • Source • DOB (mm/dd/yyyy)• DOB (mm/dd/yyyy)• Amount • • Spouse state • Your state Iss date (mm/dd/yyyy) • Iss date (mm/dd/yyyy) • DL# • DL# • 00 00 Exp date (mm/dd/yyyy) • Exp date (mm/dd/yyyy) • •  I 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  Spouse’s signature (if joint return, BOTH must sign)  Preparer’s  signature Firm’s name (or yours  ifandself-employed) address Date Daytime telephone number ( ) Your occupation Date Daytime telephone number ( ) Spouse’s occupation Date Daytime telephone no. ( Check if self-employed ) Preparer’s SSN or PTIN  •  E.I. No. ZIP Code 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 2023 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

More about the Alabama Form 40 Individual Income Tax Tax Return TY 2023

Form 40 is the Alabama income tax return form for all full-time and part-time state residents (non-residents must file a Form 40NR). This tax return package includes Form 4952A, Schedules A, B, CR, D, E and OC. Form 40 requires you to list multiple forms of income, such as wages, interest, or alimony .

We last updated the Alabama Individual Income Tax Return in January 2024, so this is the latest version of Form 40 , fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 40 directly from TaxFormFinder. You can print other Alabama tax forms here.

Related Alabama Individual Income Tax Forms:

TaxFormFinder has an additional 47 Alabama income tax forms that you may need, plus all federal income tax forms. These related forms may also be needed with the Alabama Form 40.

View all 48 Alabama Income Tax Forms

Form Sources:

Alabama usually releases forms for the current tax year between January and April. We last updated Alabama Form 40 from the Department of Revenue in January 2024.

• Original Form PDF is https://revenue.alabama.gov/wp-content/uploads/2022/03/21f40.pdf
• Alabama Income Tax Forms at https://revenue.alabama.gov/forms/
• Alabama Department of Revenue at http://www.ador.alabama.gov/

Form 40 is an Alabama Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Alabama Form 40

We have a total of twelve past-year versions of Form 40 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:

40 TY 2023 Print Version_7-13-23_F