2024 Alabama Form 40

What Is Alabama Form 40?

Alabama Form 40 is used by full-year and part-year residents to file their state income tax return. The purpose of Form 40 is to calculate how much income tax you owe the state. Nonresident filers will complete Alabama Form 40NR. Taxpayers with simple returns have the option to use Form 40A (Short Form).

In general, any full-year resident can choose to file Long Form 40 instead of Short Form 40A. You do not have to file the Short Form, for example. You must, however, use Alabama Form 40 if any of the following apply to you.

• You itemize deductions.
• You claim any adjustments to income (IRA deduction, alimony paid, etc).
• You have income from sources other than salaries, wages, interest, and dividends.
• Interest and dividend income exceeds $1,500.
• You made estimated tax payments.
• You are claiming income or a loss on Schedules C, D, E, or F.
• You are claiming a credit for taxes paid to another state.

Read the Which Form To File section of the AL Form 40 instructions book to help determine if you should file as a resident, part-year resident, or nonresident for tax year 2024. That section of the instructions booklet will also discuss the criteria for choosing between the Short Form and Long Form for tax year 2024.

Who Must File Alabama Form 40?

You must file an Alabama tax return if your gross income exceeds the minimum specified for your filing status. For tax year 2024, Single full year residents must file if their gross income is $4,500 or more. Married full year residents must file if their gross income is $11,500 or more. Part year and nonresident filers may need to adjust and prorate these amounts.

Gross income means all income before deducting expenses that is reportable to the state of Alabama. Even if your gross income is below the amount specified for your filing status, you may still want to file an Alabama tax return. You may receive a refund for the state tax amount shown on your Alabama W-2, for example. You may also be eligible for any Alabama earned income credit or other low-income related credits.

Read the Filing Requirements section of the Alabama 40 instructions book to help determine if you should file a state income tax return for tax year 2024.

Printable Alabama State Tax Forms

Printable Alabama Form 40 Instructions

How To Check The Status Of My Alabama Tax Return?

To check the status of your Alabama Form 40 income tax refund online, visit the Alabama Department of Revenue website and use their Where's My Refund service. Alabama Department of Revenue asks in the instructions booklet that you wait 90 days before checking the status of your income tax refund.

To check the status of your Alabama income tax refund for 2024 you will need the following information:

• Tax Year
• Social Security Number
• Amount Of Refund

The requested information must match what was submitted on your 2024 Alabama Form 40. To check prior year refunds, you will need to contact the Alabama Department of Revenue service center online or by mail.

To contact the Alabama Department of Revenue service center by phone or email, use the check your refund status link above. Alternatively, read or print the 2024 Alabama Form 40 instructions to obtain the proper phone number and mailing address.

Last updated: December 14, 2024

State Tax Forms