Form 40NR (1999)
Page 2
B — All Sources
C — Alabama Sources
PART I
00
1
Interest and dividend income (attach Schedule B if over $400) . . . . . . . . . . . . . . . . . . . . . . . . .
1
00
2
Alimony received. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
00
3
Taxable portion of pensions and annuities (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
00
00
Business income or (loss) (attach Federal Schedule C) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
4
4
00
00
5
Gain or (loss) from sale of Real Estate, Stocks, Bonds, etc. (attach Schedule D) . . . . . . . . . .
5
Other
5
00
00
6
Rents, royalties, partnerships, estates, trusts, etc. (attach Schedule E) . . . . . . . . . . . . . . . . . .
Income
6
6
00
00
7
Farm income or (loss) (attach Federal Schedule F) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
7
(see page 10)
8
Other income (state nature and source)
00
00
8
8
9
Total other income. Add lines 1 through 8, column B, and lines 4 through 8, column C.
00
00
Enter here and also on page 1, line 7. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
9
00
00
1
IRA deduction, Keogh retirement plan, and self-employed SEP deduction . . . . . . . . . . . . . . .
1
1
PART II
00
2
Penalty on early withdrawal of savings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
3
Moving Expenses (Attach Federal Form 3903) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjustments
00
00
Place of new employment: City _______________________ State _______ ZIP ________
3
3
to income
00
00
4
Self-employed health insurance deduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
4
(see page 12)
00
00
5
Add lines 1 through 4 and enter here and also on page 1, line 9, columns B and C . . . .
5
5
00
1
Alimony Paid . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1
PART III
00
2
Adoption Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
00
3
Add lines 1 and 2, enter here and on page 1, line 12, column B. . . . . . . . . . . . . . . . . . . . . . . . .
3
Other
%
Adjustments
4
Enter percentage from page 1, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
00
5
Multiply line 3 by line 4, enter result here and page 1, line 12, column C . . . . . . . . . . . . . . . . .
5
If you are filing separately on your Alabama return and jointly on your Federal return,
PART IV
B — All Sources
C — Alabama Sources
complete all lines below. Otherwise, omit lines 1 through 4.
00
00
1
Adjusted total income (from page 1, line 10, columns B and C) . . . . . . . . . . . . . . . . . . . . . . . . .
1
1
00
2
Spouse's federal adjusted gross income. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2
Federal
00
3
Add lines 1 and 2, column B . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
Income Tax
4
Divide line 1, column C, by line 3, column B. Enter percentage here and on line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
%
4
Deduction
00
5
Enter Federal Income Tax Liability as shown on your 1999 Federal return (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
(see page 12)
6
If you completed lines 1 through 4 above, enter percentage from line 4. Otherwise, enter percentage from page 1, line 11 . . . . . .
%
6
7
Federal income tax deduction allowable.
00
Multiply the amount on line 5 by percentage on line 6. Enter here and on page 1, line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
See instructions for definition of a dependent.
NOTE: If you checked filing status 3 (Married filing separate return), you may claim only the
PART V
dependent(s) for whom you separately furnished over 50% of the total support.
1a
(4) Did you provide
Dependents:
(2) Dependent’s
(3) Dependent’s
more than one-half
(1) First name
Last name
social security number.
relationship to you.
dependent's support?
Dependents
Do not include
yourself or
b Total number of dependents claimed above . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
your spouse
00
2
2
Multiply $300 by the total number of dependents claimed on line 1b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(see page 13)
3
%
3
Enter percentage from page 1, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
Dependent exemption allowable. Multiply the amount on line 2 by the percentage on line 3.
00
4
Enter here and on page 1, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
PART VI
1
Name of state of which you were a legal resident in 1999
2
Did you file a return with that state for 1999?
Yes
No If no, state reason why:
3
If married, did your spouse receive a separate income for 1999?
Yes
No
If yes, is your spouse filing a separate Alabama return?
Yes
No
General
Information
If yes, enter name here.
4
Did you file an Alabama return for 1998?
Yes
No If no, state reason why:
All Taxpayers
5
Give name and address of your present employer(s). Yours:
Must Complete
Your Spouse's:
This Section
00
6
6
Enter your Adjusted Gross Income reported on your 1999 Federal Individual Income Tax Return. . . . . . . . . . . . . . . . . . . . . . . . .
7
If you are a shareholder in an Alabama S Corporation which filed the Alabama Form 20SC, complete the following information:
(see page 13)
S corporation’s name
FEIN
00
7
Amount of payment made by the S Corporation in your behalf on the 20SC Composite Return . . . . . . . . . . . . . . . . . . . . . . . . . . .
Also, on line 24, page 1, enter this amount and write on the dotted line “20SC Composite Payment.”
MAIL FORM 40NR TO:
Alabama Department of Revenue, P.O. Box 327469, Montgomery, AL 36132-7469