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INSTRUCTIONS: ALABAMA INDIVIDUAL INCOME TAX RETURN (Form 40A)

Full-year Alabama residents who do not itemize their deductions and meet all other qualifications can file a short-form 40A income tax return with the state. This document, along with a separate instructional booklet listing the necessary qualifications, is found on the website of the state of Alabama.

Alabama Individual Income Tax Return 40A Step 1: If not filing on a calendar year basis, enter your fiscal year beginning and ending dates.

Alabama Individual Income Tax Return 40A Step 2: Enter your Social Security number and name, as well as the same information for your spouse if filing jointly.

Alabama Individual Income Tax Return 40A Step 3: Enter your home address, city, state and zip code. Check the box where indicated if this address is in a foreign country and enter its name. Check the box next to your filing status on lines 1 through 4.

Alabama Individual Income Tax Return 40A Step 4: Document all Alabama wages, salaries, tips and related income source on lines 5a through 5d. List all employer names and addresses on separate lines. In column A, enter the Alabama tax withheld from your wages. In column B, enter the total income from each job.

Alabama Individual Income Tax Return 40A Step 5: Enter all interest and dividend income on line 6. If over $1,500, you are not eligible to file a form 40A.

Alabama Individual Income Tax Return 40A Step 6: Add lines 5 and 6. Enter the resulting sum on line 7.

Alabama Individual Income Tax Return 40A Step 7: Deductions are computed and totaled on lines 8 through 12. If you are claiming dependent exemptions on line 11, you must document them in Part II on the second page.

Alabama Individual Income Tax Return 40A Step 8: On lines 13 through 23, compute your tax owed and payments made as instructed.

Alabama Individual Income Tax Return 40A Step 9: If line 17 is greater than line 23, complete line 24  as instructed to determine what you owe. If line 23 is greater than line 17, calculate the size of your overpayment as instructed on line 25. If making voluntary donations, document them on Part IV on the second page. Enter the total of these check-offs on line 26. Subtract line 26 from line 25 to determine your refund on line 27.