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Alabama Free Printable 40A TY 2023 Print Only Version_7-5-23_F for 2024 Alabama Individual Income Tax Return (Short Form)

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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
Extracted from PDF file 2023-alabama-form-40a.pdf, last modified July 2023

More about the Alabama Form 40A Individual Income Tax Tax Return TY 2023

We last updated the Individual Income Tax Return (Short Form) in January 2024, so this is the latest version of Form 40A, fully updated for tax year 2023. You can download or print current or past-year PDFs of Form 40A directly from TaxFormFinder. You can print other Alabama tax forms here.


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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 40A.

Form Code Form Name
Form 40A Tax Table Form 40A Tax Table
Form 40A Instructions Resident Income Tax Return (Form 40A) 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 40A from the Department of Revenue in January 2024.

Show Sources >

Form 40A 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 40A

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


2023 Form 40A

40A TY 2023 Print Only Version_7-5-23_F

2022 Form 40A

Form 40A TY 2022

2021 Form 40A

40A TY 2021 Print Only Version.qxp

2020 Form 40A

40A TY 2020 Print Only Version.qxp

2019 Form 40A

Form 40A TY 2005


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