INSTRUCTIONS: ALABAMA INDIVIDUAL INCOME TAX RETURN (Form 40A)

Full year residents of Alabama may file their state individual income taxes using a form 40A. This form is found on the website of the Alabama Department of Revenue.

Alabama Individual Income Tax Return 40A Step 1: Enter your name and Social Security number. Provide the same information for your spouse if filing a joint return.

Alabama Individual Income Tax Return 40A Step 2: Provide your present home address. If the address is outside the United States, enter the country and check the box where indicated.

Alabama Individual Income Tax Return 40A Step 3: On lines 1 through 4, check the box next to your filing status and the exemption that goes along with it.

Alabama Individual Income Tax Return 40A Step 4: Document, wages, salaries, tips and similar sources of income on lines 5a through 5d. List each employer and their address separately. Enter the Alabama tax withheld in column A and the total income from that job in column B.

Alabama Individual Income Tax Return 40A Step 5: Enter interest and dividend income on line 6.

Alabama Individual Income Tax Return 40A Step 6: Add lines 5a through 5d (column B) and line 6. Enter the resulting sum on line 7.

Alabama Individual Income Tax Return 40A Step 7: Document your deductions as instructed on lines 8 through 12. You will need to complete Part II on the second page in order to document dependent exemptions claimed on line 11.

Alabama Individual Income Tax Return 40A Step 8: Lines 13 through 23 provide instructions for calculating and adjusting your tax liability.

Alabama Individual Income Tax Return 40A Step 9: If line 17 is greater than line 23, calculate the amount you owe on line 24. If line 23 is greater than line 17, calculate the amount you have overpaid on line 25.

Alabama Individual Income Tax Return 40A Step 10: If you are making any voluntary donations, document these in Part IV on the second page and enter them on line 26 on the first page.

Alabama Individual Income Tax Return 40A Step 11: Subtract line 26 from line 25 and enter the resulting difference on line 27.

Alabama Individual Income Tax Return 40A Step 12: Sign and date the form. Provide your occupation and a daytime telephone number. If filing jointly, your spouse must do the same.