Alabama Individual Income Tax Return (Short Form)

Individual Income Tax Return (Short Form)
40A 2021
RESET
-This form has been enhanced to complete all calculations and
to compute the amount of tax due. Just key in your data prior to
printing the form. If you choose to use the fill-in option, PLEASE
DO NOT HANDWRITE ANY OTHER DATA ON THE FORM
OTHER THAN YOUR SIGNATURE. This information will be
contained in the 2-D barcode when you print the form.

PRINT
FORM

40A

Alabama

2024

*2411014A*

Individual Income Tax Return
FULL YEAR RESIDENTS ONLY

For the year Jan. 1 - Dec. 31, 2024, or other tax year:
• Beginning:

• Ending:

• Your social security number

-It has also been enhanced to print a two dimensional (2D)
barcode. The PRINT FORM button MUST be used to generate
the (2D) barcode which contains data entered on the form. The
use of a 2D barcode vastly improves processing of your return
and reduces the costs associated with processing your return.

• Spouse’s SSN if joint return





•
Check if primary is deceased
• Primary’s deceased date
(mm/dd/yyyy)

•
Check if spouse is deceased
• Spouse’s deceased date
(mm/dd/yyyy)

• Your first name

• Initial

• Last name

• Spouse’s first name

• Initial

• Last name

 CHECK BOX IF AMENDED RETURN  • 

• Present home address (number and street or P.O. Box number)

• City, town, or post office

• State

• ZIP code
•

Check if address
is outside U.S.

Foreign Country

$1,500 Single
•3  $1,500 Married filing separate. • Complete Spouse SSN
$3,000 Married filing joint
•4  $3,000 Head of Family (with qualifying person).
A — Alabama tax withheld
5a Alabama Income Tax Withheld (from Schedule W-2, line 18, column G) . . . . . . . . . .
Income
• 5b
5b Wages, salaries, tips, etc. (from Schedule W-2, line 18, column I plus J). . . . . . . . . . • 5a
and
. . . . .To
. . . .W2
...................................... • 6
6 Interest and dividend income. If over $1,500.00, use Form 40. . . . . . . .Go
Adjustments
7 Total income. Add lines 5b and 6 (column B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 7
Deductions 8 Standard Deduction (enter amount from table on page 9 of instructions) . . . . . . . . . . • 8
. . . . .To
. . . .FITD
. . . . . . .Worksheet
................
9 Federal tax deduction (see instructions) . . . . . .Go
If claiming a deduc• 9
DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)
tion on line 9, you
0
must attach page
1,2 and Schedule 1 10 Personal exemption (from line 1, 2, 3, or 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 10
of your Federal Re. . . . To
. . . . Page
. . . . . . . .2. .Part
. . . . . .II. • 11
11 Dependent exemptions (from page 2, Part II, line 2) . . .Go
turn, if applicable.
0
12 Total deductions. Add lines 8, 9, 10, and 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 12
13 Taxable income. Subtract line 12 from line 7. Enter the result . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 13
14 Find the tax for the amount on line 13. Use the tax table in the Instruction Booklet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 14
15 Consumer Use Tax (see instructions). If you certify that no use tax is due, check box •  . . . . . . . . . . . . . . . . . . . . . . . . . . . • 15
16 You may make a voluntary contribution to: a Alabama Democratic Party . . . . . . . . .  $1  $2  none . . . . . . •16a
Tax and
b Alabama Republican Party . . . . . . . . .  $1  $2  none . . . . . . •16b
Payments
Total
tax
liability
and
voluntary
contribution.
Add lines 14, 15, 16a, and 16b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 17
17
Staple Form(s)
W-2, W-2G,
18 Alabama income tax withheld (from column A, line 5a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 18
and/or 1099 here.
Attach Schedule 19 Automatic Extension Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 19
W-2 to return.
20 Amended Returns Only — Previous payments (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 20
21 Total payments. Add lines 18, 19, and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 21
22 Amended Returns Only – Previous refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 22
23 Adjusted Total Payments. Subtract line 22 from line 21. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 23
24 If line 17 is larger than line 23, subtract line 23 from line 17, and enter AMOUNT YOU OWE.
AMOUNT
YOU OWE
Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.) . . . . . . • 24
OVERPAID 25 If line 23 is larger than line 17, subtract line 17 from line 23, and enter AMOUNT OVERPAID . . . . . . . . . . . . . . . . . . . . . . . . . . . • 25
Donations 26 Total Donation Check-offs from page 2, Part IV, line 2. . . . . . . . . . . . . . . . . . . . . . . . . . Go
. . . . .To
. . . .Donation
. . . . . . . . . . . . .Checkoffs
. . . . . . . . . . . . . • 26
27 REFUNDED TO YOU. Subtract line 26 from line 25.
REFUND
(You MUST SIGN this return before your refund can be processed.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 27

Filing Status/
Exemptions

•1
•2








NRA

B — Income

0



•

0
0
0

0
0

0
0
0
0
0



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.

Sign Here
In Black Ink
Keep a copy
of this return
for your
records.

Paid
Preparer’s
Use Only

Your Signature

Date

Daytime Telephone Number

Your Occupation

Spouse’s Signature (if joint return, BOTH must sign)

Date

Daytime Telephone Number

Spouse’s Occupation

Preparer’s Signature

Date

Check if Self-employed

Firms’s Name (or yours
if self employed)



Preparer’s SSN or PTIN

E.I. Number

•
Daytime
Telephone No.

ZIP
Code

Address

ADOR

Form 40A (2024)

*2400024A*
PART I

Page 2

 Yes  No

1 Were you (and your spouse, if married filing jointly) a resident of Alabama for the entire year 2024? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If you checked no, DO NOT COMPLETE THIS FORM. See “Which Form To File” on page 5 of instructions.
2 Did you file an Alabama income tax return for the year 2023? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If you checked no, state the reason for not filing.
3 Give name and address of your present employer:
Yourself

General
Information

 Yes  No

Your Spouse

All Taxpayers 4 Your occupation
Must
Spouse’s occupation
Complete
5 Enter the Federal Adjusted Gross Income • $
This
Section.
2024 Federal Individual Income Tax Return.

and Federal Taxable Income

•

$

as reported on your

6 Do you have income which is reported on your Federal return, but not reported on your Alabama return? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . •
If yes, enter source(s) and amount(s) below (other than state income tax refund):
Source •
Source •
Source •

PART II

1a

Dependents:
(1) First name

Amount
Amount
Amount
•(2) Dependent’s
Social Security Number

Last name

 Yes

•

 No

$
$
•$
•
•

(4) Did you provide
more than one-half
dependent's support?

(3) Dependent’s
Relationship to You

Dependents
Do not include b Total number of dependents claimed above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 1b
yourself or
2 Amount allowed. Multiply the total number of dependents claimed on line 1b by the amount from the dependent chart below.
your spouse

Use the following chart to determine the per-dependent exemption amount:
Amount on Line 7, Page 1
Dependent Exemption
0 - 50,000
1,000
50,001 - 100,000
500
Over 100,000
300
Enter amount here and on page 1, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Go
. . . . To
. . . . Page
. . . . . . . .1. . . . .

•

2

0

Federal Tax
Liability Ded. 1 Enter the Federal Income Tax Liability from worksheet (see instructions) here and on line 9, page 1 . . . . . . . . . . . . . . . . . . . . . . . . .

•

1

0

(See page 10)

PART III

PART IV
1

You may donate all or part of your overpayment. (Enter the amount in the appropriate boxes.)
Senior Services Trust Fund . . . . . . . . . . . . . . . . . . . . •1a
j Alabama Military Support Foundation . . . . . . . . . . . . .
Alabama Arts Development Fund. . . . . . . . . . . . . . . •1b
k Alabama Veterinary Medical Foundation
Alabama Nongame Wildlife Fund . . . . . . . . . . . . . . . •1c
Spay-Neuter Program . . . . . . . . . . . . . . . . . . . . . . . . . . .
Child Abuse Trust Fund . . . . . . . . . . . . . . . . . . . . . . . •1d
l Cancer Research Institute . . . . . . . . . . . . . . . . . . . . . . .
Alabama Veterans Program . . . . . . . . . . . . . . . . . . . •1e
m Children First Trust Fund . . . . . . . . . . . . . . . . . . . . . . . .
Alabama State Veterans Cemetery at
n State Parks Division of the Department of ConservaSpanish Fort Foundation, Incorporated . . . . . . . . . . • 1f
tion and Natural Resources . . . . . . . . . . . . . . . . . . . . . .
g Foster Care Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . •1g
o Department of Mental Health – 2023 . . . . . . . . . . . . . .
h Mental Health. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . •1h
p Alabama Medicaid Agency. . . . . . . . . . . . . . . . . . . . . . .
i Alabama Breast & Cervical Cancer Program . . . . . • 1i
a
b
c
d
e
f

Donation
Check-offs

Drivers
License Info
WHERE TO
FILE
FORM 40A

Total Donations. Add lines 1a, b, c, d, e, f, g, h, i, j, k, l, m, n, o, and p. Enter here and on page 1, line 26 . . . . . . . . . .Go
. . . .To
. . . . Page
. . . . . . . .1. . .
DOB
(mm/dd/yyyy) •
DOB
(mm/dd/yyyy) •



•

DL# •

Spouse state •

DL# •

Your state

• 1k
• 1l
•1m

• 1n
• 1o
• 1p

If no driver's license -spouse, check this box.

If no driver's license, check this box.

2

• 1j

Iss date
(mm/dd/yyyy) •
Iss date
(mm/dd/yyyy) •

•

0

2

Exp date
(mm/dd/yyyy) •
Exp date
(mm/dd/yyyy) •

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
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 2024 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.
ADOR

*241131W2*

SCHEDULE

W-2

Reset Schedule W2

2024

(FORM 40, 40A, or 40NR)

Alabama Department of Revenue

Wages, Salaries, Tips, etc.

-This form has been enhanced to complete all calculations and
to compute the amount of tax due. Just key in your data prior to
printing the form. If you choose to use the fill-in option, PLEASE
DO NOT HANDWRITE ANY OTHER DATA ON THE FORM
OTHER THAN YOUR SIGNATURE. This information will be
contained in the 2-D barcode when you print the form.

-It has also been enhanced to print a two dimensional (2D)
barcode. The PRINT FORM button MUST be used to generate
the (2D) barcode which contains data entered on the form. The
SPOUSE’S SOCIAL SECURITY NO.
use of a 2D barcode vastly improves processing of your return
and reduces the costs associated with processing your return.

Schedule W-2 must be completed fully and included with your return in order to receive proper credit for your Alabama
income tax withheld. Attach a copy of all withholding statements to your return.
NAME(S) AS SHOWN ON TAX RETURN

A
Employee’s Social
Security Number
•

1

•

2

•

3

•

4

•

5

•

6

•

7

•

8

•

9

• 10
• 11
• 12
• 13
• 14
• 15
• 16

B
Employer’s
Identification Number
(EIN)

PRIMARY’S SOCIAL SECURITY NO.

C

D
Schedule
Statutory C/C-EZ
Employee Filed?

















E
State
Code

F
Alabama
Employer’s
State ID Number

G

H

I

J

Alabama State
Income Tax Withheld

Federal Wages
(Box 1 of Form W-2)

Alabama State Wages
(Box 16 of Form W-2)

Additional Taxable Wages –
Other States

















TOTAL ALABAMA TAX WITHHELD FROM W-2s. Total lines 1-15, Column G and enter the amount here . .

0

ALABAMA TAX WITHHELD FROM 1099s AND W-2Gs. Enter the total Alabama Income Tax Withheld
from Schedule RS, Part V, line 4, all Form 1099s and Form W-2Gs received. See instructions on where to
report the income from these statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
• 18 TOTAL WAGES AND TOTAL ALABAMA TAX WITHHELD FROM W-2s, 1099s, AND W-2Gs.
See instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Return
. . . . . . . to
. . .Page
. . . . . .1. . . . . . .
• 17

THIS SCHEDULE CAN ONLY BE SUBMITTED AND/OR PRINTED VIA LANDSCAPE
ADOR

Federal Income Tax Deduction Worksheet
1
2
3
4a
4b
4c
4d
5
6

Enter the tax as shown on line 22 on 2024 Form 1040/Form 1040-SR/Form 1040NR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Net Investment Income Tax. Enter amount from line 17, 2024 Form 8960. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Federal Tax. Add Lines 1 and 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Earned Income Credit (EIC). Enter the amount from line 27 of 2024 Form 1040/Form 1040-SR. 4a
00
Additional Child Tax Credit. Enter the amount from Line 28 of 2024 Form 1040/Form
1040-SR/1040-NR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4b
00
American Opportunity Credit. Enter the amount from line 29 of 2024 Form 1040/Form 1040-SR. 4c
00
Credits from Forms 2439. Enter the amount from Schedule 3, Part II, line 13a of 2024
Form 1040/Form 1040-SR/Form1040NR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4d
00
Add lines 4a,b, c and d. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Subtract line 5 from line 3. If amount is negative enter zero also enter on line 12 of Form 40, line 9 of Form 40A or page 2,
Part IV, line 4 of Form 40NR. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Go
. . . .To
. . .Page
. . . . . 1. . . .

Page 20

00
00
00

1
2
3

0

5

0 00

6

0 00