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Alabama Itemized Deductions, Interest and Dividend Income and Donation Checkoffs (Form 40)
Extracted from PDF file 2023-alabama-schedule-a-b-dc.pdf, last modified July 2023Itemized Deductions, Interest and Dividend Income and Donation Checkoffs (Form 40)
SCHEDULES A, B, & DC (FORM 40) *23000740* Alabama Department of Revenue Schedule A–Itemized Deductions 2023 (Schedules B and DC are on back page) ATTACH TO FORM 40 — SEE INSTRUCTIONS FOR SCHEDULE A Name(s) as shown on Form 40 Your social security number The itemized deductions you may claim for the year 2023 are similar to the itemized deductions claimed on your Federal return; however, the amounts may differ. Please see instructions before completing this schedule. PART-YEAR RESIDENTS: A resident of Alabama for only a part of the year should list below only those deductions actually paid while a resident of Alabama. Medical and Dental Expenses Taxes You Paid 1 2 3 4 5 6 7 8 CAUTION: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 00 Enter amount from Form 40, line 10. . . . . . . . . . . . . . 2 00 3 Multiply the amount on line 2 by 4% (.04). Enter the result.. . . . . . . . . . . . . . . . . . . . . . . . . . . 00 Subtract line 3 from line 1. Enter the result. If zero or less, enter –0–. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Real estate taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 00 6 FICA Tax (Social Security and Medicare) and Federal Self-Employment Tax. . . . . . . . . . . 00 7 Railroad Retirement (Tier 1 only).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 00 4 • 00 9 • 00 14 • 00 18 Add the amounts on lines 15 through 17. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 • 19a Enter the loss from Federal Form 4684,either A line 15, or B line 16 .. . . . . . . . . . . . 19a 00 b Enter 10% of your Adjusted Gross Income (Form 40, line 10) if box B is checked, otherwise enter zero. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19b 00 c Subtract line 19b from line 19a. If zero or less, enter –0–.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19c • 20 Unreimbursed employee expenses — job travel, union dues, job education, etc. You MUST attach Federal Form 2106 if required. See instructions. 00 Other taxes. (List – include personal property taxes.) 8 Interest You Paid NOTE: Personal interest is not deductible. Gifts to Charity Casualty and Theft Loss (Attach Form 4684) Job Expenses and Most Other Miscellaneous Deductions 00 9 Add the amounts on lines 5 through 8. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a Home mortgage interest and points reported to you on Federal Form 1098. . . . . . . . . . . . . 10a 00 b Home mortgage interest not reported to you on Federal Form 1098. (If paid to an individual, show that person’s name and address.) 10b 00 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 00 Points not reported to you on Form 1098.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 00 Investment interest. (Attach Form 4952A.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 00 Add the amounts on lines 10a through 13. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CAUTION: If you made a charitable contribution and received a benefit in return, see instructions. 15 Contributions by cash or check (If more than $250, see instructions) . . . . . . . . . . . . . . . . . . 15 00 16 Other than cash or check. (You MUST attach Federal Form 8283 if over $500.) . . . . . . . . 16 00 17 Carryover from prior year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 00 11 12 13 14 20 00 00 21 Other expenses (investment, tax preparation, safe deposit box, etc.). List type and amount. 22 23 24 25 21 00 Add the amounts on lines 20 and 21. Enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 00 Multiply the amount on Form 40, line 10 by 2% (.02). Enter the result here. . . . . . . . . . . . . 23 00 Subtract line 23 from line 22. Enter the result. If zero or less, enter –0–. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other (from list in the instructions). List type and amount. Other Miscellaneous Deductions 24 • 00 25 • 00 Qualified LongTerm Care Ins. Premiums Total Itemized Deductions CAUTION: Do not include medical premiums. 26 Enter amount here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Add the amounts on lines 4, 9, 14, 18, 19c, 24, 25, and 26. Enter the total here. Then enter on Form 40, page 1, line 11 and check 11a, Itemized Deductions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Schedule A (Form 40) 2023 26 • 00 27 • 00 ADOR *23000840* Sch. A, B, & DC (Form 40) 2023 Page 2 Name(s) as shown on Form 40 (Do not enter name and social security number if shown on other side) Your social security number SCHEDULE B – Interest And Dividend Income If you received more than $1500 of interest and dividend income, you must complete Schedule B. See instructions. 1 I N T E R E S T B Taxable Interest and Dividends A Exempt Interest List Payers and Amounts 1 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 00 1 2 D I V I D E N D S 3 2 TOTAL TAXABLE INTEREST AND DIVIDENDS Enter here and on Form 40, page 1, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • 00 3 SCHEDULE DC – Donation Check-Offs 1 You may donate all or part of your overpayment. (Enter the amount in the appropriate boxes.) 00 j Alabama Firefighters Annuity and Benefit Fund. . . . . . . . Senior Services Trust Fund . . . . . . . . . . . . . . . . . . 1a • 1b • 00 k Alabama Breast & Cervical Cancer Program . . . . . . . . . . Alabama Arts Development Fund. . . . . . . . . . . . . 1c • 00 l Victims of Violence Assistance . . . . . . . . . . . . . . . . . . . . Alabama Nongame Wildlife Fund . . . . . . . . . . . . . 1d • 00 m Alabama Military Support Foundation . . . . . . . . . . . . . . . . Child Abuse Trust Fund . . . . . . . . . . . . . . . . . . . . . 1e • 00 n Alabama Veterinary Medical Foundation Alabama Veterans Program . . . . . . . . . . . . . . . . . 1f • 00 Alabama State Historic Preservation Fund . . . . . Spay-Neuter Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Alabama State Veterans Cemetery at o Cancer Research Institute . . . . . . . . . . . . . . . . . . . . . . . . . . 00 p Alabama Association of Rescue Squads. . . . . . . . . . . . . . Spanish Fort Foundation, Inc. . . . . . . . . . . . . . . . . 1g • 1h • 00 q USS Alabama Battleship Commission. . . . . . . . . . . . . . . . h Foster Care Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . 1i • 00 r Children First Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . i Mental Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . a b c d e f g 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 Form 40, page 1, line 34. . . . . . . . . . . . . . . . . . . . . . . . . . . Schedules B & DC (Form 40) 2023 1j 1k 1l 1m • • • • 00 00 00 00 1n 1o 1p 1q 1r • • • • • 00 00 00 00 00 2 • 00 ADOR
Schedule A,B,&DC TY 2023_7-14-23_F
More about the Alabama Schedule A, B, & DC Individual Income Tax TY 2023
We last updated the Itemized Deductions, Interest and Dividend Income and Donation Checkoffs (Form 40) in January 2024, so this is the latest version of Schedule A, B, & DC, fully updated for tax year 2023. You can download or print current or past-year PDFs of Schedule A, B, & DC 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 Schedule A, B, & DC.
| Form Code | Form Name |
|---|---|
| Form Schedule AL-CAR | Alabama Secretary of State Corporation Annual Report |
| SChedule ATP | Additional Taxes & Penalties |
| Schedule AB | Add-Back Form with Instructions (Required by 810-3-35-.02, Restrictions on the Deductibility of Certain Intangible Expenses and Costs and Interest Exp |
| Schedule AATC | Alabama Accountability Tax Credit |
| Schedule AAC | Alabama Adoption Tax Credit |
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 Schedule A, B, & DC from the Department of Revenue in January 2024.
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 Schedule A, B, & DC
We have a total of eleven past-year versions of Schedule A, B, & DC in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:
2023 Schedule A, B, & DC
Schedule A,B,&DC TY 2023_7-14-23_F
2022 Schedule A, B, & DC
Sch A,B,CR TY 2022
2021 Schedule A, B, & DC
Schedule A,B,&DC TY 2021.qxp
2020 Schedule A, B, & DC
Schedule A,B,&DC TY 2020.qxp
2018 Schedule A, B, & DC
#10 Comm. Office
2017 Schedule A, B, & DC
Layout 1
2016 Schedule A, B, & DC
Layout 1
2015 Schedule A, B, & DC
Layout 1
2014 Schedule A, B, & DC
#10 Comm. Office
2013 Schedule A, B, & DC
Sch A,B,CR TY 2005
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