Alabama Tax Forms 2023

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 2023. That section of the instructions booklet will also discuss the criteria for choosing between the Short Form and Long Form for tax year 2023.

Do I have to file an Alabama tax return?

You must file an Alabama tax return if your gross income exceeds the minimum specified for your filing status. For tax year 2023, 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 2023.

How to pay estimated taxes in Alabama?

Alabama Form 40ES is used to pay estimated taxes. If you have taxable income from self-employment, interest, dividends, unemployment compensation, and pensions, you may have to pay estimated tax to the state of Alabama.

Download Alabama Form 40ES from the list of forms in the table below on this page. The computation worksheet and instructions for Form 40ES can be found inside the PDF file. The Alabama Form 40ES file also contains four fillable vouchers for the 2024 tax year. Open the PDF file and print the worksheet and form pages that you need. Then, fill in and mail the vouchers to the Alabama Department of Revenue.

Alabama estimated income tax payment due dates are the same as the federal Form 1040-ES payment due dates. For the 2024 tax year, estimated tax payments are due quarterly on the following dates: April 15, 2024; June 15, 2024; September 15, 2024; and Jan 15, 2025.

Where can I get Alabama tax forms?

Printable Alabama tax forms for 2023 are available for download below on this page. These are the official PDF files published by the Alabama Department of Revenue, we do not alter them in any way. The PDF file format allows you to safely print, fill in, and mail in your 2023 Alabama tax forms.

To get started, download the forms and instructions files you need to prepare your 2023 Alabama income tax return. Then, open Adobe Acrobat Reader on your desktop or laptop computer. Do not attempt to fill in or print these files from your browser.

From Adobe Acrobat Reader use the Ctrl + O shortcut or select File / Open and navigate to your 2023 Alabama tax forms. Open the files to read the instructions, and, remember to save any fillable forms periodically while filling them in. Print all Alabama state tax forms at 100%, actual size, without any scaling.

Click the F, Fi, I, and B icons to download any Alabama Form, Fillable Form, Instructions, or Booklet listed in the table below. Booklets generally contain an assortment of printable tax forms and instructions.

2023 Alabama Tax Form Downloads

Form	Title	PDF
Form 40	2023 Alabama Individual Income Tax Return, Resident and Part-Year Residents (Long Return)
Form 40A	2023 Alabama Individual Income Tax Return, Full Year Residents Only (Short Return)
Form 40V	2023 Alabama Individual Income Tax Payment Voucher
Form 40ES	2024 Alabama Estimated Income Tax Payment
Form 4952A	2023 Alabama Investment Interest Expense Deduction
Schedules A, B, & DC	2023 Schedules A, B, & DC (Form 40): Schedule A – Itemized Deductions, Schedule B – Interest And Dividend Income, Schedule DC – Donation Check-Offs
Schedule CR	2023 Credit for Taxes Paid to Other States
Schedules D & E	Schedules D & E (Form 40): Schedule D – Net Profit or Loss, Schedule E - Supplemental Income and Loss
Schedule OC	2023 Other Available Credits (Form 40 or Form 40NR)

How do I track my Alabama tax refund?

To track 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 track the status of your Alabama income tax refund for 2023 you will need the following information:

• Tax Year
• Social Security Number
• Amount Of Refund

The requested information must match what was submitted on your 2023 Alabama Form 40. To track 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 2023 Alabama Form 40 instructions to obtain the proper phone number and mailing address.