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Alabama Free Printable  for 2022 Alabama Alabama Individual Income Tax Return

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Alabama Individual Income Tax Return
Form 40

PRINT FORM RESET FORM -This form has been enhanced to complete all calculations and to FORM 40 Alabama the amount of tax due. Just key in your data prior to *21110140* compute printing the form. If you choose to use the fill-in option, PLEASE 2021 Individual Income Tax Return 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. RESIDENTS & PART-YEAR RESIDENTS For the year Jan. 1 - Dec. 31, 2021, or other tax year: Ending: • Beginning: Your social security number Spouse’s SSN if joint return • • • • 6 Check if primary is deceased Primary’s deceased date (mm/dd/yy) • 6 Check if spouse is deceased Spouse’s deceased date (mm/dd/yy) • Your first name Initial Last name • • • Spouse’s first name Initial Last name • • • V CHECK BOX IF AMENDED RETURN Present home address (number and street or P.O. Box number) • City, town or post office State • • Filing Status/ Exemptions Income and Adjustments Deductions If claiming a deduction on line 12, you must attach page 1,2 and Schedule 1 of your Federal Return, if applicable. , -It has also been enhanced to print a two dimensional (2D) barcode. The PRINT FORM green button at the top-left corner of the page 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. ZIP code Check if address •6 Foreign Country • • 6 is outside U.S. 3 • 6 $1,500 Married filing separate. Complete Spouse SSN • 4 • 6 $3,000 Head of Family (with qualifying person).Complete Schedule HOF 1 • 6 $1,500 Single 2 • 6 $3,000 Married filing joint 5a Alabama Income Tax Withheld (from Schedule W-2, line 18, column G) . . . . . . . . . A – Alabama tax withheld 5a • 5b Wages, salaries, tips, etc. (from Schedule W-2, line 18, column I plus J): .Go . . . .To . . . W2 .... 0 6 Interest and dividend income (also attach Schedule B if over $1,500) . . . . . . . . . . . . . . . . . . . . . .Go . . . .To . . . Schedule . . . . . . . . . . .B ...... 7 Other income (from page 2, Part I, line 9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Go . . . .to. . Page . . . . . . .2,. . Part . . . . . I. . . . 8 Total income. Add amounts in the income column for line 5b through line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Total adjustments to income (from page 2, Part II, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Go . . . . To . . . .Page . . . . . . 2, . . . .Part . . . . .II. . . 10 Adjusted gross income. Subtract line 9 from line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Box a or b MUST be checked. Check box a, if you itemize deductions, and enter amount from Schedule A, line 27. Check box b, if you do not itemize deductions, and enter standard deduction (see instructions) • a 6 Itemized Deductions SCH • A b 6 Standard Deduction . . . . . . . . . 11 • Go To FITD Worksheet 12 Federal tax deduction (see instructions) Go To Schedule HOF B – Income 5b 6 7 8 9 10 • • • • • • DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S) 12 • 0 13 Personal exemption (from line 1, 2, 3, or 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 • 14 Dependent exemption (from page 2, Part III, line 2) GO . . . . .TO . . . .PAGE . . . . . . . .2,. . PART . . . . . . . .III 14 • 0 15 Total deductions. Add lines 11, 12, 13, and 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 • 16 Taxable income. Subtract line 15 from line 10 . . . . . . . . . . . . . . . . . . Go . . . . To . . . .Form . . . . . . .85A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 • 17 Income Tax due. Enter amount from tax table or check if from • 6 Form NOL-85A . . . . . . .Go . . . .To . . . Schedule . . . . . . . . . . . .OC . . . . 17 • 18 Net tax due Alabama. Check box if computing tax using Schedule OC • 6, otherwise enter amount from line 17. . . . 18 • Tax . . . .To . . . .Schedule . . . . . . . . . . . ATP . . . . . 19 • Staple Form(s) W-2, 19 Additional taxes (from Schedule ATP, Part I, Line 3) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Go W-2G, and/or 1099 20 Alabama Election Campaign Fund. You may make a voluntary contribution to the following: here. Attach Scheda Alabama Democratic Party 6 $1 6 $2 6 none . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20a • ule W-2 to return. b Alabama Republican Party 6 $1 6 $2 6 none . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20b • 21 Total tax liability and voluntary contribution. Add lines 18, 19, 20a, and 20b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 • 22 Alabama income tax withheld (from column A, line 5a) . . . . . . . . . . . . . . . . . . . . . . 22 • 0 23 2021 estimated tax payments/Automatic Extension Payment . . . . . . . . . . . . . . . . . . 23 • 24 Amended Returns Only — Previous payments (see instructions) . . . . . . . . . . . . . . . 24 • Payments 25 Refundable Credits. Enter the amount from Schedule OC, Section F, line F4 . . . 25 • 0 26 Payments from Schedule CP, Section B, Line 1 . . . . .GO . . . . TO . . . . SCHEDULE . . . . . . . . . . . . . . OC . . . 26 • 0 27 Total payments. Add lines 22, 23, 24, 25 and 26. . . .GO . . . . TO . . . . SCHEDULE . . . . . . . . . . . . . . .CP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 • 28 Amended Returns Only — Previous refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 • 29 Adjusted Total Payments. Subtract line 28 from line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 • 30 If line 21 is larger than line 29, subtract line 29 from line 21, and enter AMOUNT YOU OWE. AMOUNT Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.) 30 • YOU OWE 31 Penalties (from Schedule ATP, Part II, line 3) Also, include on line 30 . . . . . . . . . . . 31 • 0 Go To Schedule ATP OVERPAID Donations REFUND 32 33 34 35 If line 29 is larger than line 21, subtract line 21 from line 29, and enter amount OVERPAID . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Amount of line 32 to be applied to your 2022 estimated tax . . . . . . . . . . . . . . . . . . . 33 • Total Donation Check-offs from Schedule DC, line 2. . . . . . . . . . .SCH . . . . DC . . . . . . . . . . . 34 • 0 REFUNDED TO YOU. (CAUTION: You must sign this return on the reverse side.) Subtract lines 33 and 34 from line 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 For Direct Deposit, check here • 6 and complete Part V, Page 2. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 • • 0 ADOR Form 40 (2021) PART I Other Income (See instructions) PART II 1 2 3 4a 5a 6 7 8 9 1a b 2 3 4 5 Adjustments 6 to Income (See instructions) Page 2 *21000240* Alimony received . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Business income or (loss) (attach Federal Schedule C or C-EZ) (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gain or (loss) from sale of Real Estate, Stocks, Bonds, etc. (attach Schedule D). GO . . . . .TO . . . .SCHEDULE . . . . . . . . . . . . . .D. . . . . . . . . . . . . . . . . Total IRA distributions 4a • 4b Taxable amount (see instructions) . . . . . . . . . . . . Total pensions and annuities 5a • 5b Taxable amount (see instructions) . . . . . . . . . . . . Rents, royalties, partnerships, estates, trusts, etc. (attach Schedule E) . . . . . . . . . . GO . . . . .TO . . . .SCHEDULE . . . . . . . . . . . . . .E. . . . . . . . . . . . . . . . Farm income or (loss) (attach Federal Schedule F) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other income (state nature and source — see instructions) Total other income. Add lines 1 through 8. Enter here and also on page 1, line 7 . . . . . . . . . . . . . .Return . . . . . . . to . . .Page . . . . . .1. . . . . . . . . 1 2 3 4b 5b 6 7 8 9 Your IRA deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1a Spouse’s IRA deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1b Payments to a Keogh retirement plan and self-employment SEP deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 4 Alimony paid. Recipient’s last name SSN • Adoption expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Moving Expenses (Attach Federal Form 3903) to: 6 City State ZIP Self-employed health insurance deduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Payments to Alabama College Counts 529 Fund or Alabama PACT Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 9 Health insurance deduction for small employer employee (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Costs to retrofit or upgrade home to resist wind or flood damage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Deposits to a catastrophe savings account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Contributions to a health savings account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Deposits to an Alabama First-Time and Second Chance Home Buyer Savings Account (see instructions).Go . . .To . . .Schedule . . . . . . . . HBC . . . . 13 Firefighter’s Insurance Premium. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Contributions to an Achieving a Better Life Experience (ABLE) savings account.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Return to Page 1 Total adjustments. Add lines 1 through 15. Enter here and also on page 1, line 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Total number of dependents from Schedule DS, line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Go . . . To . . . .Schedule . . . . . . . . . .DS ...... 1 7 8 9 10 11 12 13 14 15 16 PART III 1 2 Amount allowed. (Multiply total number of dependents claimed on line 1 by the amount on the dependent chart Dependents in the instructions.) Enter amount here and on page 1, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Return . . . . . . . .to . . Page . . . . . .1. . . . . . • • • • • • • • • • • • • • • 0 0 0 • • • • • • • • • • • • 0 0 2 • 0 0 1 Residency Check only one box V• 6 Full Year • 6 Part Year From 2021 through 2021. 2 Did you file an Alabama income tax return for the year 2020? •6 Yes •6 No If no, state reason General Information 3 Give name and address of present employer(s). Yours Your Spouse’s All Taxpayers 4 Enter the Federal Adjusted Gross Income • $ and Federal Taxable Income • $ as reported on your Must Complete 2021 Federal Individual Income Tax Return. This 5 Do you have income which is reported on your Federal return, but not reported on your Alabama return (other than your state tax refund)? •6 Yes •6 No Section. If yes, enter source(s) and amount(s) below: (other than state income tax refund) (See Source • Amount • instructions) Source • Amount • PART IV PART V Direct Deposit Drivers License Info For Direct Deposit of your refund, complete 1, 2, 3, and 4 below. (See Page 17 of instructions to see if you qualify.) 1 Routing Number: 2 Type: 6 Checking 6 Savings 3 Account Number: 4 Is this refund going to or through an account that is located outside of the United States? DOB (mm/dd/yyyy) • DOB (mm/dd/yyyy) • • Spouse state • Your state DL# • DL# • 6 Yes Iss date (mm/dd/yyyy) • Iss date (mm/dd/yyyy) • • 6 I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer. Sign Here In Black Ink Keep a copy of this return for your records. Paid Preparer’s Use Only 6 No Exp date (mm/dd/yyyy) • Exp date (mm/dd/yyyy) • If no driver's license, check the box. Spouse's 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 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) Address 6 Preparer’s SSN or PTIN E.I. Number • Daytime Telephone No. ZIP Code ADOR SCHEDULES A,B,&DC (FORM 40) *21000740* Alabama Department of Revenue Schedule A–Itemized Deductions (Schedules B and DC are on back page) 2021 Reset Schedule A 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 2021 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 0 00 3 Multiply the amount on line 2 by 4% (.04). Enter the result.. . . . . . . . . . . . . . . . . . . . . . . . . . . 0 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 NOTE: Personal interest is not deductible. Gifts to Charity Casualty and Theft Loss (Attach Form 4684) Job Expenses and Most Other Miscellaneous Deductions 0 00 9 • 0 00 14 • 0 00 18 • 0 00 Other taxes. (List – include personal property taxes.) V 8 Interest You Paid 4 • 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.) V 10b 00 Qualified mortgage insurance premiums. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 00 Points not reported to you on Form 1098.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 00 Investment interest. (Attach Form 4952A.) . . . . . . . . . . . . . . . . . . GoTo . . . . . . . Form . . . . . . .4952A . . . . . . . . . 13 0 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. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 18 Add the amounts on lines 15 through 17. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a Enter the loss from Federal Form 4684,either A 6 line 15, or B 6 line 16 .. . . . . . . . . . . . 19a 00 11 12 13 14 b Enter 10% of your Adjusted Gross Income (Form 40, line 10) if box B is checked, otherwise enter zero. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19b 0 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.) V 20 00 0 00 21 Other expenses (investment, tax preparation, safe deposit box, etc.). List type and amount. V 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 0 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. V Other Miscellaneous Deductions 24 • 0 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. . . . . . . . . . . . . . . . . . . . . . . . . . . Return . . . . . . . . .to . . .Page . . . . . . 1. . . . Schedule A (Form 40) 2021 26 • 00 27 • 0 00 ADOR *21000840* Sch. A, B, & DC (Form 40) 2021 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 Reset Schedule B If you received more than $1500 of interest and dividend income, you must complete Schedule B. See instructions. 00 00 00 00 00 00 00 00 00 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 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Return . . . . . . . to . . .Page . . . . . 1. . . . . . . . . . • SCHEDULE DC – Donation Check-Offs 1 0 00 3 Reset Schedule DC You may donate all or part of your overpayment. (Enter the amount in the appropriate boxes.) 00 j Alabama Firefighters Annuity and Benefit Fund. . . . . . . . 1j • Senior Services Trust Fund . . . . . . . . . . . . . . . . . . 1a • 1b • 00 k Alabama Breast & Cervical Cancer Program . . . . . . . . . . 1k • Alabama Arts Development Fund. . . . . . . . . . . . . 1c • 00 l Victims of Violence Assistance . . . . . . . . . . . . . . . . . . . . 1l • Alabama Nongame Wildlife Fund . . . . . . . . . . . . . 1d • 00 m Alabama Military Support Foundation . . . . . . . . . . . . . . . . 1m • Child Abuse Trust Fund . . . . . . . . . . . . . . . . . . . . . 1e • 00 n Alabama Veterinary Medical Foundation Alabama Veterans Program . . . . . . . . . . . . . . . . . 1f • 00 Alabama State Historic Preservation Fund . . . . . Spay-Neuter Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1n • Alabama State Veterans Cemetery at o Cancer Research Institute . . . . . . . . . . . . . . . . . . . . . . . . . . 1o • 1g • 00 Spanish Fort Foundation, Inc. . . . . . . . . . . . . . . . . p Alabama Association of Rescue Squads. . . . . . . . . . . . . . 1p • 1h • 00 h Foster Care Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . q USS Alabama Battleship Commission. . . . . . . . . . . . . . . . 1q • 1i • 00 i Mental Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . r Children First Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . 1r • 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) 2021 Return to Page 1 2 • 00 00 00 00 00 00 00 00 00 0 00 ADOR SCHEDULE DS & HOF 2021 *210003DS* ( Form 40 or 40NR ) Alabama Department of Revenue Dependents Schedule NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NUMBER SPOUSE SOCIAL SECURITY NUMBER Schedule DS – Dependents Schedule See instructions for definition of a dependent. NOTE: If you checked filing status 3 (Married filing separate return), you may claim only the dependent(s) for whom you separately furnished over 50% of the total support. 1a Dependents. Do not include yourself or your spouse. (See Instructions) First Name Dependent’s Social Security Number Last Name Dependent’s Relationship to you Did you provide more than one-half dependent’s support? • • • • • • • • • • • • 1b Total number of dependents claimed above. Enter total here and on GO TO PAGE 2, PART III 1b• Form 40, Page 2, Part III, line 1 or Form 40NR, Page 2, Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ADOR SCHEDULE DS & HOF 2021 *210004HF* ( Form 40 or 40NR ) PAGE 2 NAME(S) as shown on tax return (Do not enter name and social security number if shown on other side) PRIMARY SOCIAL SECURITY NUMBER SPOUSE SOCIAL SECURITY NUMBER Schedule HOF – Head of Family Schedule Complete the following information: Enter the dependent/qualifying personʼs name here: Dependents/qualifying personʼs Social Security Number: What is the dependentʼs/qualifying personʼs relationship to you: Do you rent or own the home maintained for the dependent/qualifying person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . Are you married, divorced or legally separated? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Rent 6 Own 6 Yes 6 No If you answered yes, please provide the following information: Date of Marriage? Date of Divorce? Date of Legal Separation? Did the dependent(s)/ qualifying person(s) reside with you in your home? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did you pay more than 50% of the dependent(s)/ qualifying person(s) support? . . . . . . . . . . . . Return . . . . . to . . Page . . . .1. . . . 6 Yes 6 No 6 Yes 6 No ADOR SCHEDULE CP *210009CP* 2021 (FORM 40 or 40NR) Alabama Department of Revenue Composite Payments/Electing PTE Credits NAME(S) AS SHOWN ON TAX RETURN YOUR SOCIAL SECURITY NUMBER If you are claiming composite payment(s)/Electing PTE credits, complete the following information. SECTION A A Taxpayer’s Social Security Number on Schedule K-1 • • • • • • • • • • • • • • • • • • • SECTION B B Check if this Taxpayer is a Disregarded Entity C D Disregarded Entity’s Name Disregarded Entity’s FEIN E S-Corporation’s, Partnership’s, Estate’s or Trust’s Name G F Amount of payment made S-Corporation’s, by the S Corporation, Partnership’s, Estate’s or Partnership, Estate or Trust’s FEIN Trust on your behalf 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 6 • • • • • • • • • • • • • • • • • • • 1. Total Composite Payment/Electing PTE Credits. Total of Column G enter here and on Form 40, page 1, line 26 or Form 40NR, page 1, line 23 . . . . . . . . . . . . . . . . . . . 1. • 0 Return to Page 1 ADOR SCHEDULE CR *210020CR* 2021 Alabama Department of Revenue Credit For Taxes Paid To Other States Reset CR Wksheet NAME(S) AS SHOWN ON THE TAX RETURN SOCIAL SECURITY NUMBER Complete one part for each state that you are claiming credit. If there is not enough space, additional forms may be completed as needed. PART 1 1 2021 Taxable Income as shown on the (name of state)•_______________________________ state return . . 2 Portion of Alabama Adjusted Gross Income Attributable to this State. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Tax due the other state using Alabama tax rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Tax due the other state as shown on that stateʼs return or Form W-2G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Enter the smaller of lines 3 and 4 above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 2 3 4 5 • • • • • 0 PART 2 6 2021 Taxable Income as shown on the (name of state)•_______________________________ state return . . 7 Portion of Alabama Adjusted Gross Income Attributable to this State. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Tax due the other state using Alabama tax rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Tax due the other state as shown on that stateʼs return or Form W-2G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Enter the smaller of lines 8 and 9 above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 7 8 9 10 • • • • • 0 PART 3 11 2021 Taxable Income as shown on the (name of state)•_______________________________ state return . . 12 Portion of Alabama Adjusted Gross Income Attributable to this State. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Tax due the other state using Alabama tax rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Tax due the other state as shown on that stateʼs return or Form W-2G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Enter the smaller of lines 13 and 14 above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 12 13 14 15 • • • • • 0 PART 4 16 2021 Taxable Income as shown on the (name of state)•_______________________________ state return . . 17 Portion of Alabama Adjusted Gross Income Attributable to this State. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Tax due the other state using Alabama tax rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Tax due the other state as shown on that stateʼs return or Form W-2G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Enter the smaller of lines 18 and 19 above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 17 18 19 20 • • • • • 0 PART 5 21 2021 Taxable Income as shown on the (name of state)•_______________________________ state return . . 22 Portion of Alabama Adjusted Gross Income Attributable to this State. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Tax due the other state using Alabama tax rates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Tax due the other state as shown on that stateʼs return or Form W-2G . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Enter the smaller of lines 23 and 24 above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 22 23 24 25 • • • • • 0 Schedule OC, Section B, part A should not be completed until a schedule has been completed for each state that you are claiming a credit. PART 6 26 Sum of Alabama Adjusted Gross Income Attributable to all other States (Add lines 2, 7, 12, 17, and 22 from Parts 1, 2, 3, 4 and 5) Enter here and on Schedule OC, Section B, Part A, line A1 . . . . . . . . . . . . . . . . . . . . 26 • 27 Enter the Sum of lines 5, 10, 15, 20 and 25 from Parts 1, 2, 3, 4, and 5, here and on Schedule OC, Section B, Part A, line A5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Go . . . To . . .Schedule . . . . . . . . .OC . . . . . . 27 • 0 0 ADOR SCHEDULE OC 2021 *211112OC* (FORM 40 OR 40NR) Alabama Department of Revenue Other Available Credits ATTACH TO FORM 40 OR 40NR * Individual Credits must be submitted through My Alabama Taxes (MAT) before completion of the Schedule OC. See instructions for submission details. Name(s) as shown on Form 40 or 40NR -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. Also, do not attach your pre-printed label to this form. It will cause problems with processing. 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 use of a 2D barcode vastly improves processing of your return and reduces the costs associated with processing your return. Reset Schedule OC Your social security number SECTION A Current Tax Period Liability. Enter tax amount from Form 40, page 1, line 17 or Form 40NR, page 1, line 19 . . . . . . . . . • SECTION B Current Year Credits 0 PART A – Credit for Taxes Paid to Other States (Form 40 Only) A1. Sum of Alabama Adjusted Gross Income Attributable to all other States from Schedule CR, line 26. . . . . . . . . . . . . . A1 0 A2. Alabama Adjusted Gross Income from Form 40, page 1, line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A2 0 A3. Total Other States' % of Alabama AGI (Divide line A1 by line A2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A3 • A4. Multiply the current tax liability (Section A) by line A3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A4 • 0 A5. Enter line 27 from Schedule CR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A5 A6. Credit Allowable (Enter smaller of lines A4 or A5). Enter here and on Section C, Part A, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A6 • PART B – Alabama Enterprise Zone Credit or Exemption B1 • B1. Enter amount from Schedule EZK1, Part II, page 2, line 13, or Schedule EZ, Part IV, page 2, line 13. Enter here and on Section C, Part B, Column 3 PART C – Basic Skills Education Credit Attach this schedule to your Alabama return along with a copy of your approved certification notice issued by the Alabama Department of Education. C1. Enter your assigned Department of Education Certification Number_______________________________ C2. Name of employer/firm sponsoring the education program_______________________________________ C3. Name of approved provider_____________________________________Location________________________________ C4. Were all participants for whom you are claiming a tax credit continuously employed by you for at least 16 weeks? 6 Yes 6 No C5. If the answer to line C4 is yes, did employee(s) work at least 24 hours each week? 6 Yes 6 No C6. If the answer to lines C4 and C5 above is yes, enter the total expenses available for credit (see instructions) 0 C6 C7. CREDIT ALLOWABLE. Multiply line C6 by 20% (.20). Enter here and on Section C, Part C, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PART D – Rural Physician Credit D1. Name of hospital and community where you live and provide medical services _________________________________________________________ _________________________________________________________________________________________________________________________. D2. Maximum Rural Physician Credit. Qualifying Physicians, enter $5,000. If Married Filing Jointly (MFJ) and both spouses qualify for Rural Physician Credit, enter $10,000 . . . . . . . . . . . . . . . D2 • 0 D3. CREDIT ALLOWABLE. Enter the amount from line D2. Enter here and on Section C, Part D, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PART E – Coal Credit* E1. CREDIT ALLOWABLE. Enter here and on Section C, Part E, Column 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PART F – Full Employment Act of 2011 Credit.* Owners of qualified employers that are entities taxed under subchapters S or K of the Internal Revenue Code will report their pro rata share of credit on line F6 below. Were you in business with 50 or fewer full and/or part-time employees on June 9, 2011? 6 Yes 6 No If “No”, you do not qualify for this credit. F1 Number of full time employees on 12-31-2020 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F1 F2 Number of full time employees on 12-31-2019 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F2 F3 Subtract line F2 from line F1. If less than or equal to zero, STOP! You do not qualify for credit. . . . . . . . . . . . . . . . . . . F3 F4 Number of qualifying new employees from line F3 that completed their first 12 months service in 2021. . . . . . . . . . . . F4 F5 Multiply line F4 by $1,000.00. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . F6 Pro rata share of credit from Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FEIN of entity _______________________________ (If credit from more than one entity, attach schedule.) F7 CREDIT ALLOWABLE. Add line F5 and line F6. Enter here and on Section C, Part F, Column 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . PART G – Veterans Employment Act - Employer’s Credit.* Owners of qualified employers that are entities taxed under subchapters S or K of the Internal Revenue Code skip Lines G1 and G2 and report your pro rata share of credit on line G3 below. EMPLOYER CREDIT G1 Number of unemployed veterans included in Part F, line F4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G1 G2 Multiply line G1 by $2,000.00 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . G3 Pro rata share of credit from Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . FEIN of entity _______________________________ (If credit from more than one entity, attach schedule.) G4 CREDIT ALLOWABLE. Add line G2 and line G3. Enter here and on Section C, Part G, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C7 • D3 • 0 E1 • F5 F6 F7 • G2 G3 0 G4 • 0 ADOR Schedule OC (Form 40 or 40NR) 2021 Name(s) as shown on Form 40 or 40NR *210013OC* Page 2 Your social security number PART H – Veterans Employment Act - Business Startup Expense Credit.* For owners of qualified employers that are entities taxed under subchapters S or K of the Internal Revenue Code skip Lines H1 through H4 and report your pro rata share of credit on line H5 below. If “No”, you do not qualify for this credit. Did this business start up after April 2, 2012? 6 Yes 6 No BUSINESS START-UP EXPENSES CREDIT H1 Name and business ID number _________________________________________________________________________________________________ H2 Enter total amount of business start-up expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H2 H3 Maximum credit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H3 $2,000 H4 Enter the lesser of line H2 or line H3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H4 H5 Pro rata share of credit from Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H5 FEIN of entity _______________________________ (If credit from more than one entity, attach schedule.) H6 CREDIT ALLOWABLE. Add line H4 and line H5. Enter here and on Section C, Part H, Column 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . H6 • PART I – Credit for Taxes paid to a Foreign Country (For Form 40 Only) Note: All dollar figures must be in U.S. dollars. I1 S Corporation/Partnership/Estate/Trust Name •_____________________________________________________________________________________ I2 FEIN •____________________________________ I3 Name of country income earned in •______________________________________________________________________________________________ I4 Your pro rata share in entity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I4 • I5 Pro rata share of income from foreign operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I5 • I6 Alabama tax imposed on the pro rata share of income from foreign operations as reported on line I5 . . . . . . . . . . . . . . I6 • I7 Pro rata share of tax due the foreign country as shown on that country's tax return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I7 • I8 Multiply I7 by 50% (.50) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I8 • 0 I9 CREDIT ALLOWABLE. Enter the lesser of line I6 or line I8. Enter here and on Section C, Part I, Column 3. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I9 • PART J – Qualified Irrigation System/Reservoir System Tax Credit* (Any unused Qualified Irrigation System/Reservoir System Tax Credit may be carried forward for a maximum of 5 years.) Type of Credit: Select either the purchase or conversion of irrigation system checkbox or the construction of reservoir checkbox. You cannot select both. However, the pro-rata share of credit checkbox can be selected in addition to either. • 6 Purchase or conversion of irrigation system. Complete lines J1 through J6 and J11 through J13 below. Skip lines J7 through J10. • 6 Construction of reservoir. Skip lines J1 through J6 and complete lines J7 through J13 below. • 6 Pro-rata share of credit from Subchapter S or K. Complete lines J12 through J13 below. J1 Purchase cost and installation costs of irrigation system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J1 • J2 Conversion costs to convert from fuel to electricity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J2 • J3 Add lines J1 and J2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J3 • J4 Multiply line J3 by 20% (.20) not to exceed $10,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J4 • J5 Multiply line J3 by 10% (.10) not to exceed $50,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J5 • J6 Enter the greater of line J4 or line J5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J6 • J7 Cost of qualified reservoir construction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J7 • J8 Multiply line J7 by 20% (.20) not to exceed $10,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J8 • J9 Multiply line J7 by 10% (.10) not to exceed $50,000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J9 • J10 Enter the greater of line J8 or line J9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J10 • J11 Enter the amount from either line J6 or line J10, but not both . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J11 • J12 Pro rata share of credit from Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J12 • FEIN of entity • _________________________ J13 Maximum credit allowable. Add line J11 and line J12. Enter here and on Section C, Part J, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . J13 • Go To Schedule AATC PART K – Alabama Accountability Tax Credit – School Transfer Credit K1 Enter total cost of attending nonfailing public school or nonpublic school from Schedule AATC, Line 37. Enter here and on Section C, Part K, Column 3 K1 • 0 ADOR Schedule OC (Form 40 or 40NR) 2021 *210014OC* Page 3 Name(s) as shown on Form 40 or 40NR Your social security number PART L – Alabama Accountability Act Credit - Scholarship Granting Organization (SGO) portion (Any unused Alabama Accountability Act Credit - Scholarship Granting Organization (SGO) portion may be carried forward for a maximum of 3 years.) L1 Name of Scholarship Granting Organization: •_____________________________________________________________________________________ L2 Address of Scholarship Granting Organization: _____________________________________________________________________________________ ______________________________________________________________________________________________________________________________ L3 Enter amount contributed for scholarship(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L3 • L4 Pro rata share of credit from Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L4 • FEIN of entity • _________________________ 0 L5 Current Year Credit Available. Add L3 and L4. Enter here and on Section C, Part L, Column 2. . . . . . . . . . . . . . . . . . . L5 • L6 Multiply the current tax liability (Section A) by 50% (.50). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L7 Maximum credit allowable for current year contribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L8 Current Year Credit Allowable. Enter the lesser of line L5, L6 or L7. Enter here and on Section C, Part L, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . L9 MAXIMUM CREDIT ALLOWABLE FOR PRIOR YEAR CREDIT CARRYFORWARD. Subtract L8 from L6. Enter here and on line L10a, Column 3 . . . . . . . L10 Calculation of Allowable Prior Year Credit Carryforward - enter here and on Section D. If Part L, line L9 is equal to zero, do not complete this section. Column 1 Credit Year (YYYY) L10a L10b L10c L10d L6 • L7 L8 • L9 • 0 $50,000 0 0 Column 2 Column 3 Column 4 Column 5 Credit Carryforward Available Credit Limitation (Line L10a, Col. 3 equals line L9. Lines L10b, L10c, & L10d, Col. 3 equal Col. 5, prior row) Maximum Credit Carryforward Available This Year (Lesser of Col. 2 or Col. 3) Unused Credit Limitation (Col. 3 minus Col. 4) • • • •0 •0 •0 Maximum Credit Carryforward Available. Sum of Column 4, line L10a, L10b, and L10c . . . . . . . . . . . . . . . . . . . . . • 0 0 0 0 0 0 0 PART M – Alabama Adoption Tax Credit M1 Enter total number of children adopted from Schedule AAC, Part II, line 1. . . . . . . . .Go . . . .To . . .Schedule . . . . . . . . . . .AAC . . . . . . . . . M1 • 0 $1,000 M2 Allowable credit per child . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M2 M3 CREDIT ALLOWABLE. Multiply line M1 by line M2. Enter here and on Section C, Part M, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . M3 • 0 PART N – 2013 Alabama Historic Rehabilitation Tax Credit* – For project numbers prior to 2018. (Any unused 2013 Alabama Historic Rehabilitation Tax Credit may be carried forward for a maximum of 10 years.) N1 Amount of tax credit certificate for any project placed in service this year Project Number Date Placed In Service Credit Amount N1a • • • N1b • • • N1c • • • 0 N2 Total Credit - Add lines N1a, N1b and N1c. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . N2 • N3 Pro rata share of credit from Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . N3 • FEIN of entity • _________________________ N4 CREDIT ALLOWABLE. Add line N2 and line N3. Enter here and on Section C, Part N, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . N4 • PART O – Career – Technical Dual Enrollment Credit (Any unused Career – Technical Dual Enrollment Credit may be carried forward for a maximum of 3 years.) O1 Amount Contributed this year (Department of Post-Secondary Education Tax Credit Certificate) . . . . . . . . . . . . . . . . . O1 • 0 O2 Amount of Current Credit — Multiply line O1 by .50 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . O2 • O3 Pro rata share of credit from Schedule K-1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . O3 • FEIN of entity • _________________________ O4 Current Year Credit Available. Add Lines O2 and O3. Enter here and on Section C, Part O, Column 2. . . . . . . . . . . . O4 • 0 O5 Multiply the current tax liability (Section A) by 50% (.50).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . O5 • O6 Maximum Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . O6 O7 Current Year Credit Allowable. Enter the Lessor of O4, O5 or O6. Enter here and on Section C, Part O, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . O7 • O8 MAXIMUM CREDIT ALLOWABLE FOR PRIOR YEAR CREDIT CARRYFORWARD. Subtract line O7 from line O5. Enter here and on line O9a, Column 3 O8 • 0 0 $500,000 0 0 O9 Calculation of Allowable Prior Year Credit Carryforward - enter here and on Section D. If Part O, line O8 is equal to zero, do not complete this section. Column 1 Credit Year (YYYY) O9a O9b O9c O9d • • • Column 2 Column 3 Column 4 Column 5 Credit Carryforward Available Credit Limitation (Line O9a, Col. 3 equals line O8. Lines O9b - O9c, Col. 3 equal Col. 5, prior row) Maximum Credit Carryforward Available This Year (Lesser of Col. 2 or Col. 3) Unused Credit Limitation (Col. 3 minus Col. 4) •0 •0 •0 Maximum Credit Carryforward Available. Sum of Column 4, line LO9a, LO9b, and LO9c . . . . . . . . . . . . . . . . . . . • 0 0 0 0 0 0 0 ADOR Schedule OC (Form 40 or 40NR) 2021 *210015OC* Page 4 Name(s) as shown on Form 40 or 40NR Your social security number PART P – Investment Credit – Alabama Jobs Act (Any unused Investment Credits – Alabama Jobs Act may be carried forward for a maximum of 5 years.) Project Number • _________________________________________ P1 Current Year’s Investment Credit amount allocated to income tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P1 • P2 Current Year’s Allocated share of credit from Schedule K-1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P2 • FEIN of entity • _________________________ P3 CREDIT ALLOWABLE. Add line P1 and line P2. Enter here and on Section C, Part P, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P3 • PART Q – Port Credit – Alabama Renewal Act Credit (Unused Port Credit may be carried forward for a maximum of 5 years.) In order to receive credit, please attach a copy of your Certification of Port Credit from the Alabama Department of Commerce. Company Name ________________________________________________________________________________________________________________ FEIN or SSN of Qualified Project ___________________________ Q1 Port Credit amount certified . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Q1 • Q2 Pro rata share of credit from Schedule K-1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Q2 • FEIN of entity • _________________________(If credit from more than one entity, attach schedule.) Q3 CREDIT ALLOWABLE. Add line Q1 and line Q2. Enter here and on Section C, Part Q, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Q3 • PART R – Alabama Renewal Act – Growing Alabama Credit (Any unused Growing Alabama Credit may be carried forward for a maximum of 5 years.) Name of Economic Development Organization • ______________________________________________________________________________________ R1 Amount(s) approved for contribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R1 • R2 Pro rata share of credit from Schedule K-1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R2 • R3 R4 R5 R6 R7 0 FEIN of entity • _________________________ (if credit from more than one entity attach schedule.) Current Year Credit Available. Add line R1 and line R2. Enter here and on Section C, Part R, Column 2 . . . . . . . . . . R3 • 0 Multiply the current tax liability (Section A) by 50% . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R4 • Current Year Credit Allowable. Enter the lesser of line R3 and line R4. Enter here and on Section C, Part R, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . R5 • MAXIMUM CREDIT ALLOWABLE FOR PRIOR YEAR CREDIT CARRYFORWARD. Subtract line R5 from line R4. Enter here and on line R7a, Column 3 R6 • Calculation of Allowable Prior Year Credit Carryforward - enter here and on Section D. If Part R, line R6 is equal to zero, do not complete this section. 0 0 0 Column 1 Column 2 Column 3 Column 4 Column 5 Credit Year (YYYY) Credit Carryforward Available Credit Limitation (Line R7a, Col. 3 equals line R6. Lines R7b - R7e, Col.3 equal Co. 5, prior row) Maximum Credit Carryforward Available This Year (Lesser of Col. 2 or Col. 3) Unused Credit Limitation (Col. 3 minus Col. 4) 0 0 R7a • •0 0 0 R7b • •0 R7c • •0 0 0 R7d • 0 0 •0 R7e Maximum Credit Carryforward Available. Sum of Column 4, line R7a, R7b, R7c and R7d. . . . . . . . . . . . . . . . . . . . . • 0 PART S – Apprenticeship Tax Credit* If business entity is a sole proprietor, a copy of the Alabama Apprenticeship Tax Credit Certificate must be attached to this return, otherwise, no credit will be allowed. If business is a Subchapter S or K, skip Part I and indicate your pro-rata share of credit on Part II, line S2. Part I Apprenticeship Employer Name • ______________________________________________________________________________________________________________________________ Apprenticeship Employer FEIN or SSN • ________________________________________________________________________________________________________________________ Part II S1 Credit from Alabama Apprenticeship Tax Credit Certificate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S1 • S2 Pro rata share of credit from Schedule K-1 if applicable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S2 • FEIN of entity • _________________________(If credit from more than one entity, attach schedule.) S3 CREDIT ALLOWABLE. Add line S1 and line S2. Enter here and on Section C, Part S, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S3 • 0 ADOR *210016OC* Schedule OC (Form 40 or 40NR) 2021 Name(s) as shown on Form 40 or 40NR Page 5 Your social security number PART T – 2017 Alabama Historic Rehabilitation Tax Credit* – For project numbers beginning with 2018 and forward. T1 Amount of tax credit certificate issued by the Historic Tax Commission or Transfer Credit Certificate issued by the Department of Revenue for any project placed in service this year Project Number T1a • T1b • Date Placed In Service • • • Credit Amount • • • T1c • T2 CREDIT ALLOWABLE. Add line T1a, T1b and line T1c. Enter here and on Section C, Part T, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . T2 • PART U – Railroad Modernization Act of 2019* U1 Enter the amount of credit as reported on your Transfer Credit Certificate issued by the Department of Revenue. Enter here and on Section C, Part U, Column 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . U1 • PART V – Income Tax Capital Credit - You must attach Form KRCC and Schedule KRCC-I to your Alabama return. V1 Enter Capital Credit allowable from Schedule KRCC-I, Part III, line 5. Enter here and on Section C, Part V, Column 3 . . . . . . . . . . . . .Go . . . .To . . . KRCC-I . . . . . . . . . . . . V1 • 0 0 ADOR *210017OC* Schedule OC (Form 40 or 40NR) 2021 Page 6 Name(s) as shown on Form 40 or 40NR SECTION C Your social security number Current Credit Summary Enter the tax liability from page 1, Section A of this form into Column 4 of the first row. In Column 2 and 3, enter applicable Credits if any from Section B of form. Repeat the steps that follow for each row. Subtract the Current Credit Allowable from the Tax Due to be Offset. If the Current Credit Allowable is greater than the Tax Due to be Offset, enter the amount from Column 4 in Column 5. If the Tax Due to be Offset is greater than Column 3, enter the Current Credit Allowable (Column 3) in Column 5 and enter the difference of Column 4 and Column 5 in Column 6 and proceed to the next available credit. For the remaining rows, use the preceding Balance of Tax Due from Column 6 as the Tax Due to be Offset in Column 4. For the credit carryforward (Column 7) for Parts L, O and R, subtract any Current Credit Applied (Column 5) from the Current Credit Available (Column 2). For all other credit carryforwards, Column 7 equals the difference between Column 3 and Column 5. Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Type of Credit Current Credit Available Current Credit Allowable Tax Due to be Offset Current Credit Applied Balance of Tax Due (Col. 4 - Col. 5) Credit Carryforward Part A • Credit for Taxes Paid to Other State • • • • Part B • Alabama Enterprise Zone • • • • Part C • Basic Skills Education Credit • • • • Part D • Rural Physician Credit • • • • Part E • Coal Credit • • • • Part F • Full Employment Act of 2011 • • • • Part G • Veterans Employment Act – Employer Credit • • • • Part H • Veterans Employment Act – Business Start-up Expense Credit • • • • Part I • Credit for Taxes paid to Foreign Country • • • • Part J • Qualified Irrigation System/Reservoir System Tax Credit • • • • Part K • Alabama Accountability Tax Credit – School Transfer Credit • • • • 0 • • • • Part M • Alabama Adoption Tax Credit • • • • Part N • 2013 Alabama Historic Rehabilitation Tax Credit • • • • • 0 • • • • • Part P • Investment Credit – Alabama Jobs Act • • • • • Part Q • Port Credit – Alabama Renewal Act • • • • • 0 • • • • • Part S • Apprenticeship Tax Credit • • • • Part T • 2017 Alabama Historic Rehabilitation Tax Credit • • • • Part U • Railroad Modernization Act of 2019 Credit • • • • Part V • Income Tax Capital Credit • • • • Part L • Alabama Accountability Tax Credit – Scholarship Granting Organization (SGO) portion Part O • Career - Technical Dual Enrollment Credit Part R • Growing Alabama Credit • • • • • 1. Total Current Credits. Total Section C, Column 5, Part A through V. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • ADOR *210018OC* Schedule OC (Form 40 or 40NR) 2021 Page 7 Name(s) as shown on Form 40 or 40NR Your social security number SECTION D Credit Carryforward Prior Years In Column C list any prior year credit carryforwards for application. In Column E enter the Balance of Tax Due from Section C, Column 6. If no Credits were taken in Section C, enter the tax liability from Section A of this form into the first row of Column E. Repeat the steps that follow for each carryforward: Subtract Column E from Column D. If the Column E is less than or equal to Column D, enter Column E in Column F and compute Column G (Column C – Column F). If the Column E is greater than Column D, enter Column D in Column F. For the remaining rows, use the preceding Column E minus Column F as the Balance of Tax Due in Column E. (See instructions for more details) *For the Alabama Accountability Tax Credit – Scholarship Granting Organization (SGO) portion, Career - Technical Dual Enrollment Credit and Growing Alabama Credit carryforward computation, the Allowable Carryforward Credit in Column D is limited to the Maximum Credit Carryforward Available This Year in Column 4 of Section B, Part L, Line L10, Section B, Part O, Line O9 and Section B, Part R, Line R7. All others Column D equals Column C. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. Column A Column B Column C Column D Column E Column F Column G Type of Credit Carryforward Year Carryforward Generated (YYYY) Available Carryforward Credit Allowable Carryforward Credit Balance of Tax Due Amount Used this Period Remaining Unused Carryforward (Col. C - Col. F) • • • • • • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 • • • • • 0 21. Total Prior Year Credit Carryforward. Total Section D, Column F, lines 1 through 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SECTION E Net Tax Due Computation • • • • • • • • • • • • • • • • • • • • • 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• 0• Current Year Tax Liability. Enter amount from Section A of this form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E1 • Total Current Year Credits Applied. Enter amount from Section C, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E2 • Prior Year Credit Carryforwards applied. Enter amount from Section D, line 21 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E3 • Total Credits Utilized This Year. Add lines E2 and E3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E4 • E5 Net Tax Due. Subtract E4 from E1. Enter the results here and on Form 40, Page 1, line 18 or Form 40NR, Page 1, line 20. . . . . . .Return . . . . . . .to . . .Page . . . . .1. . . . . . E5
Extracted from PDF file 2021-alabama-form-40.pdf, last modified June 2013

More about the Alabama Form 40 Individual Income Tax Tax Return TY 2021

Form 40 is the Alabama income tax return form for all full-time and part-time state residents (non-residents must file a Form 40NR). This tax return package includes Form 4952A, Schedules A, B, CR, D, E and OC. Form 40 requires you to list multiple forms of income, such as wages, interest, or alimony .

We last updated the Alabama Individual Income Tax Return in April 2022, so this is the latest version of Form 40, fully updated for tax year 2021. You can download or print current or past-year PDFs of Form 40 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 Form 40.

Form Code Form Name
Form 40-V Individual Income Tax Payment Voucher
Form 40A Individual Income Tax Return (Short Form)
Form 40 Booklet Form 40 Income Tax Instruction Booklet
Form 40NR Individual Nonresident Income Tax Return
Form 40A Instructions Resident Income Tax Return (Form 40A) Instructions
Form 40-ES Estimated Income Tax Worksheet
Form 40 Tax Table Income Tax Table
Standard Deduction Chart Form 40 Standard Deduction Chart for Form 40
Form 40NR Booklet Alabama Individual Nonresident Income Tax Instructions
Standard Deduction Chart Form 40A Standard Deduction Chart for Form 40A

Download all AL tax forms 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 Form 40 from the Department of Revenue in April 2022.

Show Sources >

Form 40 is an Alabama Individual Income Tax form. Like the Federal Form 1040, states each provide a core tax return form on which most high-level income and tax calculations are performed. While some taxpayers with simple returns can complete their entire tax return on this single form, in most cases various other additional schedules and forms must be completed, depending on the taxpayer's individual situation, to create a complete income tax return package.

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 Form 40

We have a total of ten past-year versions of Form 40 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2020 Form 40

40 TY 2020 Print Only Version.qxp

2019 Form 40

Form 40 TY 2005

2018 Form 40

#10 Comm. Office


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