Alabama Individual Income Tax Return (Short Form)

Individual Income Tax Return (Short Form)
40A TY 2023 Print Only Version_7-5-23_F
2023 *2300014A*

FORM

40A

Alabama Individual Income Tax Return
FULL YEAR RESIDENTS ONLY
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

•



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

Last name

•
•

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

6
7
8
9

Deductions
If claiming a deduction on line 9, you
must attach page
1,2 and Schedule 1
of your Federal
Return, if applicable.



10
11
12
13
14
15
16

Tax and
Payments
Staple Form(s) W-2,
W-2G, and/or 1099
here. Attach Schedule
W-2 to return.

AMOUNT
YOU OWE
OVERPAID
Donations
REFUND
Sign Here
In Black Ink
Keep a copy
of this return
for your records.

Paid
Preparer’s
Use Only

•

•

Foreign Country

 CHECK BOX IF AMENDED RETURN
1
2
5a
5b

Income
and
Adjustments

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

ZIP code

17
18
19
20
21
22
23
24

•  $1,500 Single
•  $3,000 Married filing joint

3 •  $1,500 Married filing separate. Complete Spouse SSN •
4 •  $3,000 Head of Family (with qualifying person).
Alabama Income Tax Withheld (from Schedule W-2, line 18, column G) . . . . . . . . . . . . . . . . . . . . . . . . . . .
A — Alabama tax withheld
Wages, salaries, tips, etc. (from Schedule W-2, line 18, column I plus J). . . . . . . . . . . . . . . . . . . . . . . . . . . 5a •
00
Interest and dividend income. If over $1,500.00, use Form 40 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total income. Add lines 5b and 6 (column B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Standard Deduction (enter amount from table on page 9 of instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 •
00
Federal tax deduction (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)
9 •
00
Personal exemption (from line 1, 2, 3, or 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 •
00
Dependent exemptions (from page 2, Part II, line 2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 •
00
Total deductions. Add lines 8, 9, 10, and 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Taxable income. Subtract line 12 from line 7. Enter the result. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Find the tax for the amount on line 13. Use the tax table in the Instruction Booklet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Consumer Use Tax (see instructions). If you certify that no use tax is due, check box •  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
You may make a voluntary contribution to: a Alabama Democratic Party . . . . . . . .  $1  $2  none . . . . . . . . . . . . . . . . . . . .
b Alabama Republican Party . . . . . . . . .  $1  $2  none . . . . . . . . . . . . . . . . . . . .
Total tax liability and voluntary contribution. Add lines 14, 15, 16a, and 16b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Alabama income tax withheld (from column A, line 5a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Automatic Extension Payment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .



•
NRA

B — Income
5b •
6 •
7 •

00
00
00

•
•
•
•
•
•
•
•
•
•
•
•
•

00
00
00
00
00
00
00
00
00
00
00
00
00

•
•

00
00
00

12
13
14
15
16a
16b
17
18
19
20
21
22
23

Amended Returns Only — Previous payments (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Total payments. Add lines 18, 19, and 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Amended Returns Only – Previous refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjusted Total Payments. Subtract line 22 from line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
If 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
26 Total Donation Check-offs from page 2, Part IV, line 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
27 REFUNDED TO YOU. Subtract line 26 from line 25.
(You MUST SIGN this return before your refund can be processed.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 •

00

•  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

ADOR

*2300024A*
Form 40A (2023)

PART I

General
Information
All Taxpayers
Must Complete
This Section

PART II

Page 2

 Yes

1 Were you (and your spouse, if married filing jointly) a resident of Alabama for the entire year 2023?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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 2022? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  Yes
If you checked no, state the reason for not filing.
3 Give name and address of your present employer:
Yourself
Your Spouse
4 Your occupation
Spouse’s occupation
5 Enter the Federal Adjusted Gross Income •$
and Federal Taxable Income •$
as reported on your
2023 Federal Individual Income Tax Return.
6 Do you have income which is reported on your Federal return, but not reported on your Alabama return?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . •  Yes •  No
If yes, enter source(s) and amount(s) below (other than state income tax refund):
Source •
Amount •$
Source •
Amount •$
Source •
Amount •$
1a

Dependents:
(1) First name

(2) Dependent’s social security
number.

Last name

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

b Total number of dependents claimed above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . •
2 Amount 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:
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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2

•

00

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

1

•

00

Alabama Firefighters Annuity and Benefit Fund . . . . .
Alabama Breast & Cervical Cancer Program . . . . . . .
Victims of Violence Assistance . . . . . . . . . . . . . . . . .
Alabama Military Support Foundation . . . . . . . . . . . . .
Alabama Veterinary Medical Foundation
Spay-Neuter Program . . . . . . . . . . . . . . . . . . . . . . . . . . .
Cancer Research Institute . . . . . . . . . . . . . . . . . . . . . . .
Alabama Association of Rescue Squads. . . . . . . . . . .
USS Battleship Commission . . . . . . . . . . . . . . . . . . . . .
Children First Trust Fund . . . . . . . . . . . . . . . . . . . . . . . .

1j •
1k •
1l •
1m •

00
00
00
00

1n •
1o •
1p •
1q •
1r •

00
00
00
00
00

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 . . . . . . . . . . . . . . . . . . . . . . . . . .

2•

00

(See page 10)

PART III
Federal
Tax Liability
Deduction
PART IV

 No

•
•
•
•

Dependents
Do not include
yourself or
your spouse

(3) Dependent’s
relationship to you.

 No

1 You may donate all or part of your overpayment. (Enter the amount in the appropriate boxes.)

Donation
Check-offs

Drivers
License Info

a
b
c
d
e
f
g

Senior Services Trust Fund . . . . . . . . . . . . . . . . . . .
Alabama Arts Development Fund. . . . . . . . . . . . . .
Alabama Nongame Wildlife Fund . . . . . . . . . . . . . .
Child Abuse Trust Fund . . . . . . . . . . . . . . . . . . . . . .
Alabama Veterans Program . . . . . . . . . . . . . . . . . .
Alabama State Historic Preservation Fund . . . . . .
Alabama State Veterans Cemetery at
Spanish Fort Foundation, Incorporated . . . . . . . . .
h Foster Care Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . .
i Mental Health. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

DOB
(mm/dd/yyyy)•
DOB
(mm/dd/yyyy)•

•
Spouse state •
Your state

1a •
1b •
1c •
1d •
1e •
1f •

00
00
00
00
00
00

1g •
1h •
1i •

00
00
00

DL# •
DL# •

j
k
l
m
n
o
p
q
r

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

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

WHERE TO
FILE
FORM 40A

 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 2023 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