Alabama Individual Income Tax Return

Alabama Individual Income Tax Return - Form 40 (2015)

CHECK BOX IF AMENDED RETURN

For the year Jan. 1 - Dec. 31, 2015, or other tax year: Beginning: Ending:

Box a or b MUST be checked

Filing Status / Exemptions: 1 $1,500 Single 3 $1,500 Married filing separate 2 $3,000 Married filing joint 4 $3,000 Head of Family

5 Wages, salaries, tips, etc.

a

b

c

d

6 Interest and dividend income

7 Other income

8 Total income

9 Total adjustments to income

10 Adjusted gross income

11 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

a Itemized Deductions b Standard Deduction

12 Federal tax deduction

13 Personal exemption

14 Dependent exemption

15 Total deductions

16 Taxable income

17 Income tax due

18 Net tax due Alabama

19 Consumer Use Tax

20 Alabama Election Campaign Fund:

a Alabama Democratic Party $1 $2 none

b Alabama Republican Party $1 $2 none

21 Total tax liability and voluntary contribution

22 Alabama income tax withheld

23 2015 estimated tax payments/Automatic Extension Payment

24 Amended Returns Only — Previous payments

25 Refundable portion of Alabama Accountability Act of 2013 Credit

26 Refundable portion of Adoption Credit

27 Total payments

28 Amended Returns Only — Previous refund

29 Adjusted Total Payments

30 Amount you owe

31 Estimated tax penalty

32 Amount overpaid

33 Amount of line 32 to be applied to your 2016 estimated tax

34 Total Donation Check-offs from Schedule DC, line 2

35 Refunded to you

Page 2 - Other Income and Adjustments

1 Residency Full Year Part Year From through

2 Did you file an Alabama income tax return for the year 2014? Yes No If no, state reason

3 Give name and address of present employer(s). Yours Spouse’s

4 Enter the Federal Adjusted Gross Income and Federal Taxable Income as reported on your 2015 Federal Individual Income Tax Return.

5 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:

Source Amount

Source Amount

Part I - Other Income

1 Alimony received

2 Business income or loss

3 Gain or loss from sale of Real Estate, Stocks, Bonds, etc.

4a Total IRA distributions 4b Taxable amount

5a Total pensions and annuities 5b Taxable amount

6 Rents, royalties, partnerships, estates, trusts, etc.

7 Farm income or loss

8 Other income

9 Total other income

Part II - Adjustments to Income

1a Your IRA deduction

1b Spouse’s IRA deduction

2 Payments to a Keogh retirement plan and self-employment SEP deduction

3 Penalty on early withdrawal of savings

4 Alimony paid Social security no.

5 Adoption expenses

6 Moving Expenses

7 Self-employed health insurance deduction

8 Payments to Alabama College Counts 529 Fund or Alabama PACT Program

9 Health insurance deduction for small employer employee

10 Costs to retrofit or upgrade home to resist wind or flood damage

11 Deposits to a catastrophe savings account

12 Total adjustments

Part III - Dependents

1a Dependents:

1b Total number of dependents claimed above

2 Amount allowed

Part IV - General Information

1 Residency Check only one box Full Year Part Year From through

2 Did you file an Alabama income tax return for the year 2014? Yes No If no, state reason

3 Give name and address of present employer(s). Yours Your Spouse’s

4 Enter the Federal Adjusted Gross Income and Federal Taxable Income

5 Do you have income reported on your Federal return, but not on your Alabama return? Yes No

Source Amount

Source Amount

Paid Preparer’s Use Only

Preparer’s signature

Check if self-employed

Firm’s name (or yours if self-employed) and address

E.I. No. ZIP Code

Preparer’s SSN or PTIN

Daytime telephone no.

Where to File

If you are not making a payment, mail your return to: Alabama Department of Revenue, P.O. Box 154, Montgomery, AL 36135-0001.

If you are making a payment, mail your return, Form 40V, and payment to: Alabama Department of Revenue, P.O. Box 2401, Montgomery, AL 36140-0001.

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