DUALTT-AONM-YRXY-MOHJ-EUJY
FORM
09110140
40
2009
Calculate
Print
Alabama
Reset
Individual Income Tax Return
RESIDENTS & PART-YEAR RESIDENTS
-This form has been enhanced to complete all calculations and to compute the amount of
tax due. Just key in your data prior to printing the form. If you choose to use the fill-in
•
For the year Jan. 1 - Dec. 31, 2009, or other tax year:
Beginning:
Ending:
option, PLEASE DO NOT HANDWRITE ANY OTHER DATA ON THE FORM OTHER
THAN YOUR SIGNATURE. Also, do not attach your pre-printed label to this form. It will
Your social security number
Spouse’s SSN if joint return
cause problems with processing. This information will be contained in the 2-D barcode
•
•
when you print the form.
Your first name
Initial
Last name
-It has also been enhanced to print a two dimensional (2D) barcode. The PRINT FORM
•
button MUST be used to generate the (2D) barcode which contains data entered on the
form. The use of a 2D barcode vastly improves processing of your return and reduces
Spouse’s first name
Initial
Last name
the costs associated with processing your return.
•
-In order to receive your refund via Direct Deposit, you must print the form with the 2-D
Present home address (number and street or P.O. Box number)
barcode. Any returns submitted without the 2-D Barcode will be processed manually and
•
a paper check will be sent.
City, town or post office
State
ZIP code
•
Foreign Country
Check if address
•
is outside U.S.
•
CHECK BOX IF AMENDED RETURN
•
•
Filing Status/
1
$1,500 Single
3
$1,500 Married filing separate. Complete Spouse SSN
Exemptions
•
•
2
$3,000 Married filing joint
4
$3,000 Head of Family (with qualifying person).
5 Wages, salaries, tips, etc. (list each employer and address separately):
A – Alabama tax withheld
B – Income
•
00
00
5a
a
5a
•
00
00
5b
b
5b
•
00
00
5c
c
5c
Income
•
00
00
5d
d
5d
and
•
00
6 Interest and dividend income (also attach Schedule B if over $1,500) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
Go To Schedule B
Adjustments
•
00
7 Other income (from page 2, Part I, line 9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
Go to Page 2, Part I
•
00
8 Total income. Add amounts in the income column for line 5a through line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8
•
00
9 Total adjustments to income (from page 2, Part II, line 10) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
Go To Page 2, Part II
•
00
10 Adjusted gross income. Subtract line 9 from line 8. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
10
Box a or b MUST be checked
11 Check box a, if you itemize deductions, and enter amount from Schedule A, line 27.
Deductions
Check box b, if you do not itemize deductions, and enter standard deduction (see instructions)
You Must Attach
•
•
•
00
a
Itemized Deductions
b
Standard Deduction . . . . . . . . . . . . . . . . . . . . . . . . . .
11
SCH A
page 2 of Federal
12 Federal tax deduction (see instructions). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 1040, Federal
Go To Federal Income Tax Deduction Worksheet
Form 1040A, Feder-
•
00
DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)
12
al Form 1040NR, or
•
00
13 Personal exemption (from line 1, 2, 3, or 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
page 1 of 1040EZ, if
claiming a deduction
•
00
14 Dependent exemption (from page 2, Part III, line 2). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
GO TO PAGE 2, PART III
on line 12.
•
00
15 Total deductions. Add lines 11, 12, 13, and 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
•
00
16 Taxable income. Subtract line 15 from line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
•
•
00
17 Income Tax due. Enter amount from tax table or check if from
Form NOL-85A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
•
•
•
00
18 Less credits from:
Schedule CR and/or
Schedule OC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SCH OC
18
Tax
•
00
19a Net tax due Alabama. Subtract line 18 from line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19a
•
Staple Form(s) W-2,
00
b Consumer Use Tax (use worksheet on page 9). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19b
W-2G, and/or 1099
20 Alabama Election Campaign Fund. You may make a voluntary contribution to the following:
here.
•
00
a Alabama Democratic Party
$1
$2
none . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20a
•
00
b Alabama Republican Party
$1
$2
none . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20b
•
00
21 Total tax liability and voluntary contribution. Add lines 19a, 19b, 20a, and 20b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
•
00
22 Alabama income tax withheld (from Forms W-2, W-2G, and/or 1099) . . . . . . . . . . . . . . . . . . . . . . . . . . .
22
•
00
23 2009 estimated tax payments/Automatic Extension Payment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
23
•
00
24 Amended Returns Only — Previous payments (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
Payments
•
00
25 Total payments. Add lines 22, 23 and 24 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
25
•
26 Amended Returns Only — Previous refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
26
•
00
27 Adjusted Total Payments. Subtract line 26 from line 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
27
28 If line 21 is larger than line 27, subtract line 27 from line 21, and enter AMOUNT YOU OWE.
AMOUNT
•
28
00
Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)
YOU OWE
•
00
29 Estimated tax penalty. Also include on line 28 (see instructions page 11) . . . . . . . . . . . . . . . . . . . . . . . . . .
29
•
30
00
30 If line 27 is larger than line 21, subtract line 21 from line 27, and enter amount OVERPAID . . . . . . . . . . . . . . . . . . . . . . . . . .
OVERPAID
•
00
31 Amount of line 30 to be applied to your 2010 estimated tax . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31
•
Donations
00
32 Total Donation Check-offs from Schedule DC, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
32
SCH DC
33 REFUNDED TO YOU. (CAUTION: You must sign this return on the reverse side.)
REFUND
•
•
33
00
Subtract lines 31 and 32 from line 30. For Direct Deposit, check here
and complete Part V, Page 2 . . . . . . . . . . .
ADOR