INSTRUCTIONS: ALABAMA INDIVIDUAL INCOME TAX RETURN FULL YEAR RESIDENTS ONLY (Form 40A)

Alabama full year residents use a form 40A to file their state individual income taxes owed if their interest and dividend income does not exceed $1,500,000. This document can be obtained from the website maintained by the Alabama Department of Revenue.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 1: At the top of the form, if not filing for the calendar year printed, enter the beginning and ending dates of your fiscal year.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 2: Enter your Social Security number, that of your spouse if filing jointly, your name and your full address.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 3: Check the boxes where indicated if the address provided is outside of the U.S. or if you are filing an amended return.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 4: On lines 1 through 4, indicate your filing status with a check mark.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 5: On lines 5a through 5c, document wages, salaries, tips and related income as instructed.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 6: On line 6, enter your interest and dividend income.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 7: Enter your total income on line 7.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 8: Complete lines 8 through 10 as instructed to document standard, federal and personal deductions.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 9: Skip to Part II on the second page to document your dependents. Transfer the amount from line 2 here to line 11 on the first page.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 10: Enter the sum of lines 8 through 11 on line 12.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 11: Complete lines 13 through 23 as instructed to determine your adjusted total payments.

Alabama Individual Income Tax Return Full Year Residents Only 40A Step 12: Complete lines 24 through 27 as instructed to determine the total tax due or refund owed.