Find Legal Information

INSTRUCTIONS: ALABAMA INDIVIDUAL INCOME TAX RETURN FULL YEAR RESIDENTS ONLY (Form 40A)

Form 40A is used by Alabama full year residents to file their state individual income taxes unless their interest and dividend income exceeds $1,500,000, in which case form 40 should be filed. This document can be obtained from the website maintained by the Alabama Department of Revenue.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 1: At the top of the first page, if not filing for the calendar year printed on the form, enter the beginning and ending dates of your fiscal year.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 2: Enter your full name, that of your spouse if filing jointly, your present home address, your Social Security number, and the Social Security number of your spouse if applicable.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 3: Check the box where indicated if filing an amended return.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 4: Indicate your filing status by checking the appropriate box on lines 1 through 4.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 5: Document wages, salaries, tips and related income on lines 5a through 5c as instructed.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 6: Enter your interest and dividend income on line 6.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 7: Add lines 5a through 6. Enter the resulting sum on line 7.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 8: Enter your standard deduction on line 8.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 9: Skip to Part III on the second page to compute your federal tax liability deduction. Transfer the value from here to line 9 on the first page.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 10: Enter your personal exemption as indicated on lines 1 through 4 on line 10.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 11: Complete Part II on the second page, then transfer the value from line 2 there to line 11 on the first page.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 12: Complete the rest of the form as instructed.