Print
Reset
-This form has been enhanced to complete all calculations and
40
2016
FORM
Alabama
to compute the amount of tax due. Just key in your data prior
16110140
Individual Income Tax Return
to printing the form. If you choose to use the fill-in option,
RESIDENTS & PART-YEAR RESIDENTS
PLEASE DO NOT HANDWRITE ANY OTHER DATA ON THE
For the year Jan. 1 - Dec. 31, 2016, or other tax year:
FORM OTHER THAN YOUR SIGNATURE. Also, do not attach
Beginning:
Ending:
your pre-printed label to this form. It will cause problems with
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Your social security number
Spouse’s SSN if joint return
processing. This information will be contained in the 2-D
barcode when you print the form.
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Check if primary is deceased
Check if spouse is deceased
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Primary’s deceased date
Spouse’s deceased date
-It has also been enhanced to print a two dimensional (2D)
(mm/dd/yy)
(mm/dd/yy)
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Your first name
Initial Last name
barcode. The PRINT FORM button MUST be used to generate
the (2D) barcode which contains data entered on the form. The
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Spouse’s first name
Initial Last name
use of a 2D barcode vastly improves processing of your return
and reduces the costs associated with processing your return.
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CHECK BOX IF AMENDED RETURN
Present home address (number and street or P.O. Box number)
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City, town or post office
State
ZIP code
Check if address
Foreign Country
is outside U.S.
Filing Status/
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1
$1,500 Single
3
$1,500 Married filing separate. Complete Spouse SSN
Exemptions
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2
$3,000 Married filing joint
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$3,000 Head of Family (with qualifying person).
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5a Alabama Income Tax Withheld (from Schedule W-2, line 18, column G) . . . . . . . . .
A – Alabama tax withheld
B – Income
5b Wages, salaries, tips, etc. (from Schedule W-2, line 18, column I plus J): . . . . . . . . . . . .
5a
5b
Income
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Go To W2
6 Interest and dividend income (also attach Schedule B if over $1,500). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6
and
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7 Other income (from page 2, Part I, line 9) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Go To Schedule B
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Adjustments
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8 Total income. Add amounts in the income column for line 5 through line 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Go to Page 2, Part I
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9 Total adjustments to income (from page 2, Part II, line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
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10 Adjusted gross income. Subtract line 9 from line 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Go To Page 2, Part II
10
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11 Box a or b MUST be checked.
Deductions
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 (see instructions)
a
Itemized Deductions
b
Standard Deduction . . . . . . . . .
11
You Must Attach
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page 2 of Federal
SCH A
12 Federal tax deduction (see instructions)
Form 1040,
Go To FITD Worksheet
Federal Form
DO NOT ENTER THE FEDERAL TAX WITHHELD FROM YOUR FORM W-2(S)
12
1040A, Federal
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13 Personal exemption (from line 1, 2, 3, or 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13
Form 1040NR, or
page 1 of 1040EZ,
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14 Dependent exemption (from page 2, Part III, line 2) . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
if claiming a de-
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GO TO PAGE 2, PART III
duction on line 12.
15 Total deductions. Add lines 11, 12, 13, and 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
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16 Taxable income. Subtract line 15 from line 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
16
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17 Income Tax due. Enter amount from tax table or check if from
Form NOL-85A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
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Go To Schedule NTC
18 Net tax due Alabama. Check box if computing tax using Schedule NTC
, otherwise enter amount from line 17 . .
18
Tax
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19 Consumer Use Tax (see instructions). If you certify that no use tax is due, check box
. . . . . . . . . . . . . . . . . . . . . . . . . .
19
Staple Form(s) W-2,
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20 Alabama Election Campaign Fund. You may make a voluntary contribution to the following:
W-2G, and/or 1099
here.
a Alabama Democratic Party
$1
$2
none . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20a
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b Alabama Republican Party
$1
$2
none . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20b
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21 Total tax liability and voluntary contribution. Add lines 18, 19, 20a, and 20b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21
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22 Alabama income tax withheld (from column A, line 5) . . . . . . . . . . . . . . . . . . . . . . .
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23 2016 estimated tax payments/Automatic Extension Payment . . . . . . . . . . . . . . . . . .
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24 Amended Returns Only — Previous payments (see instructions) . . . . . . . . . . . . . . .
24
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25 Refundable portion of Alabama Accountability Act of 2013 Credit . . . . . . . . . . . . . . .
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Payments
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26 Refundable portion of Adoption Credit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
26
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27 Total payments. Add lines 22, 23, 24, 25, and 26 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
27
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28 Amended Returns Only — Previous refund (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
28
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29 Adjusted Total Payments. Subtract line 28 from line 27 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
29
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30 If line 21 is larger than line 29, subtract line 29 from line 21, and enter AMOUNT YOU OWE.
AMOUNT
Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.)
30
YOU OWE
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31 Estimated tax penalty. Also include on line 30 (see instructions page 12) . . . . . . . .
31
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32 If line 29 is larger than line 21, subtract line 21 from line 29, and enter amount OVERPAID . . . . . . . . . . . . . . . . . . . . . . . . . . .
32
OVERPAID
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33 Amount of line 32 to be applied to your 2017 estimated tax . . . . . . . . . . . . . . . . . . .
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Donations
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34 Total Donation Check-offs from Schedule DC, line 2. . . . . . . . . . . . . . . . . . . . . . . . . .
34
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35 REFUNDED TO YOU. (CAUTION: You must sign this return on the reverse side.)
SCH DC
REFUND
Subtract lines 33 and 34 from line 32. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
35
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ADOR
For Direct Deposit, check here
and complete Part V, Page 2.
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