INSTRUCTIONS: ALABAMA SCHEDULES A, B, CR, & DC (Form 40)

Those filing an Alabama form 40 to document and pay their state income taxes need Schedule A to itemize their deductions, Schedule B to itemize interest and dividend income, Schedule CR to document credit for taxes paid to other states, and Schedule DC to document donation check-offs. All four schedules are part of one document made available on the website of the Alabama Department of Revenue.

Alabama Schedules A,B, CR, & DC 40 Step 1: At the top of the first page, enter your name or (if filing jointly) names and Social Security number.

Alabama Schedules A,B, CR, & DC 40 Step 2: Lines 1 through 4 of Schedule A document medical and dental expenses.

Alabama Schedules A,B, CR, & DC 40 Step 3: Lines 5 through 9 document taxes you already paid.

Alabama Schedules A,B, CR, & DC 40 Step 4: Lines 10a through 14 document interest you paid on home mortgages and investments, as well as qualified mortgage insurance premiums

Alabama Schedules A,B, CR, & DC 40 Step 5: Lines 15 through 18 document gifts to charity.

Alabama Schedules A,B, CR, & DC 40 Step 6: Lines 19a through 19c document casualty and theft losses.

Alabama Schedules A,B, CR, & DC 40 Step 7: Lines 20 through 24 document job expenses and most other miscellaneous deductions as stipulated on page 20 of the separate form 40 instruction booklet.

Alabama Schedules A,B, CR, & DC 40 Step 8: Line 25 documents other miscellaneous deductions as stipulated on page 20 of the instruction booklet.

Alabama Schedules A,B, CR, & DC 40 Step 9: Line 26 documents qualified long-term care insurance premiums.

Alabama Schedules A,B, CR, & DC 40 Step 10: Line 27 requires you to calculate the sum of your itemized deductions and enter the result on line 11 of form 40.

Alabama Schedules A,B, CR, & DC 40 Step 11: Schedule B requires you to itemize interest and dividend income. Transfer the results to line 6 of form 40.

Alabama Schedules A,B, CR, & DC 40 Step 12: Schedule CR is for those seeking credit for taxes paid to other states. Transfer the results as instructed.

Alabama Schedules A,B, CR, & DC 40 Step 13: Schedule DC documents donation check-offs, which should be transferred to line 32 of form 40.