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17f40nr Layout 1

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*1711014N*
MAIL FORM 40NR TO:    Alabama Department of Revenue, P.O. Box 327469, Montgomery, AL 36132-7469
Box a or b MUST be checked
Tax
Payments
Staple Form(s) W-2,
W-2G, and/or 1099
here.
AMOUNT
YOU OWE
OVERPAID
REFUND
C – Alabama IncomeB – All SourcesA – Alabama Tax Withheld
Filing Status/
Exemptions
Income
and
Adjustments
Deductions
You Must Attach a
Complete
copy of
Federal Form 1040,
Form 1040A, Form
1040EZ, or Form
1040NR if claiming a
deduction on line 14.
FORM
40NR Alabama 2017
Individual Income Tax Return
NONRESIDENTS ONLY
1 • $1,500 Single 3 • $1,500 Married filing separate. Complete Spouse SSN
2 • $3,000 Married filing joint 4 • $3,000 Head of Family (with qualifying person).
6 Other income (from page 2, Part I, line 9) ......................................
7 Total income. Add amounts in col. B then add amounts in col. C, lines 5 and 6 ......
8 Adjustments to income (from page 2, Part II, line 6)..............................
9 Adjusted total income. Subtract line 8 from line 7..............................
10 Alabama percentage of adjusted total income. Divide line 9, col. C, by line 9, col. B (not over 100%). ....................
11 Other Adjustments (from page 2, Part III, line 4 and line 6) ........................
12 Adjusted Gross Income. Subtract line 11 from line 9 ...........................
13 Check appropriate box. If you itemize, enter amount from Schedule A, line 30.
• a
Itemized Deductions • b
Standard Deduction ............
14 Federal Income Tax deduction (from page 2, Part IV, line 7) .......................
15 Personal exemption (multiply line 1, 2, 3, or 4 by percentage on line 10) ............
16 Dependent exemption (from page 2, Part V, line 4) ..............................
17 Total deductions. Add lines 13, 14, 15, and 16 ................................................................
18 Taxable income. Subtract line 17 from line 12, column C ........................................................
19 Tax due. Enter amount from tax table or check if from •
Form NOL-85A........
20 Net tax due Alabama. Check box if computing tax using Schedule NTC •
, otherwise enter amount from line 19 ....
21 Alabama Income Tax withheld (from column A, line 5) ..........................
22 2017 estimated tax payments/Automatic Extension Payment ......................
23 Composite tax payments (from page 2, Part VI, line 7) ...........................
24 Amended Returns Only — Previous payments (see instructions)...................
25 Refundable portion of Alabama Accountability Act of 2013 Credit...................
26 Refundable portion of Adoption Credit .........................................
27 Total payments. Add lines 21 through 26 .....................................................................
28 Amended Returns Only – Previous refund (see instructions) ......................................................
29 Adjusted total payments. Subtract line 28 from line 27 .........................................................
30 If line 20 is larger than line 29, subtract line 29 from line 20, and enter AMOUNT YOU OWE.
Place payment, along with Form 40V, loose in the mailing envelope. (FORM 40V MUST ACCOMPANY PAYMENT.) ......
31 Estimated tax penalty. Also include on line 30 (see instructions page 10).. . . . . . . . . . . .
32 If line 29 is larger than line 20, subtract line 20 from line 29 and enter amount OVERPAID .............................
33 Amount of line 32 to be applied to your 2018 estimated tax ......................................................
34 REFUNDED TO YOU. Subtract line 33 from line 32..............................................................
%
5
Wages, salaries, tips, etc. (From Schedule W-2, line 18, columns G,
H, and I.)
(Include spouse’s income if married filing joint.) ............
Sign Here
In Black Ink
Keep a copy
of this return
for your
records.
Paid
Preparer’s
Use Only
Your Signature Date Daytime Telephone Number Your Occupation
Spouse’s Signature (if joint return, BOTH must sign) Date Daytime Telephone Number Spouse’s Occupation
Preparer’s Signature Date Check if Self-employed Preparer’s SSN or PTIN E.I. Number
Firms’s Name (or yours Daytime ZIP
if self employed) Telephone No. Code
Address
Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and com-
plete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
• I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.
Your social Spouse’s SSN
security number
•
if joint return
•
•
Check if primary is deceased •
Check if spouse is deceased
Primary’s deceased date Spouse’s deceased date
(mm/dd/yy)
• (mm/dd/yy) •
Your first name Initial Last name
•
Spouse’s first name Initial Last name
•
Present home address (number and street or P.O. Box number)
•
City, town or post office State ZIP code
Check if address
Foreign Country
• •
is outside U.S.
CHECK BOX IF AMENDED RETURN  •
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Schedule AATC
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RESET
-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 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 cause problems with processing. This
information will be contained in the 2-D barcode when you print the form.
-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 the costs associated with processing your return.
-This form has a MFS option which saves the data and allows you to complete
your form in multiple sessions. Please press the RESET button after you finish
printing your form in Adobe Reader to delete the saved information.
*1700024N*
See instructions for definition of a dependent. NOTE: If you checked filing status 3 (Married filing separate return), you may claim only the dependent(s) for whom you separately furnished over 50% of the total support.
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Page 2
Form 40NR (2017)
B – All Sources C – Alabama Income
PART V
PART VI
PART I
PART II
PART III
PART IV
1 Name of state of which you were a legal resident in 2017
2 Did you file a return with that state for 2017? Yes No If no, state reason why:
3 If married, did your spouse receive a separate income for 2017? Yes No If yes, is your spouse filing a separate Alabama return? Yes No
If yes, enter name here.
4 Did you file an Alabama return for 2016? Yes No If no, state reason why:
5 Give name and address of your present employer(s). Yours:
Your Spouse’s:
6 Enter the Adjusted Gross Income reported on your 2017 Federal Individual Income Tax Return .............................
7 If you are a shareholder or partner in an Alabama S Corporation or Partnership which filed the Alabama Form PTE-C, complete the following information:
S Corporation’s/Partnership’s name FEIN
Amount of payment made by the S Corporation or Partnership on your behalf on the PTE-C Composite Return ................
Enter here and on page 1, line 23.
General
Information
All Taxpayers
Must Complete
This Section
(See page 14)
Dependents
Do not include
yourself or
your spouse
(See page 13)
Other
Income
(See page 11)
Adjustments
to Income
(See page 12)
Other
Adjustments
(See page 12)
Federal
Income Tax
Deduction
(See page 13)
B – Federal Adjusted
Gross Income
C – Alabama Federal
Tax Deduction Computation
1 Interest and dividend income (attach Schedule B if over $1500.00)......................
2 Alimony received ...............................................................
3 Taxable portion of pensions and annuities (see instructions) ...........................
4 Business income or (loss) (attach Federal Schedule C) (see instructions) ................
5 Gain or (loss) from sale of Real Estate, Stocks, Bonds, etc. (attach Schedule D) ..........
6 Rents, Royalties, Partnerships, Estates, Trusts, etc. (attach Schedule E).................
7 Farm income or (loss) (attach Federal Schedule F) (see instructions)....................
8 Other income (state nature and source)
9 Total other income. Add lines 1-8, column B, and lines 1, 4-8, column C.
Enter here and also on page 1, line 6 ..............................................
1 IRA deduction, Keogh retirement plan, and self-employed SEP deduction ................
2 Penalty on early withdrawal of savings .............................................
3 Moving Expenses (Attach Federal Form 3903) ......................................
Place of new employment:
4 Self-employed health insurance deduction ..........................................
5 Payments to Alabama College Counts 529 Fund or Alabama PACT program .............
6 Add lines 1-5. Enter here and also on page 1, line 8, columns B and C ..................
1 Alimony Paid ..................................................................
2 Adoption Expenses .............................................................
3 Health insurance deduction for small employer employee .............................
4 Add lines 1 through 3, enter here and on page 1, line 11, column B .....................
5 Enter percentage from page 1, line 10 .............................................
6 Multiply line 4 by line 5. Enter here and also page 1, line 11, column C ..................
If you are filing separately on your Alabama return and jointly on your Federal return,
complete all lines below. Otherwise, omit lines 1 through 3.
1 Your joint federal adjusted gross income............................................
2 Your federal adjusted gross income................................................
3 Divide line 2 by line 1. Enter percentage here .......................................................................
4 Enter Federal Income Tax Liability from worksheet (see instructions)....................................................
5 If you completed lines 1 through 3 above, multiply line 4 by the percentage from line 3 .....................................
6 Enter percentage from page 1, line 10 .............................................................................
7 If you completed lines 1-3 above, multiply line 5 by percentage on line 6. Otherwise multiply line 4 by percentage on line 6 ......
Dependents:
(1) First name Last name
(4) Did you provide
more than one-half
dependent's support?
(3) Dependent’s
Relationship to You
(2) Dependent’s
Social Security Number
b Total number of dependents claimed above ..................................................................................... •
2 Multiply the total number of dependents claimed on line 1b by the amount from the dependent chart on page 9 of instructions. ...
3 Enter percentage from page 1, line 10 .............................................................................
4 Dependent exemption allowable. Multiply the amount on line 2 by the percentage on line 3. Enter here and on page 1, line 16..
1a
Drivers
License
Info
DOB Your Iss date Exp date
(mm/dd/yyyy)
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state
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DL#
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(mm/dd/yyyy)
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(mm/dd/yyyy)
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DOB Spouse Iss date Exp date
(mm/dd/yyyy)
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state
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DL#
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(mm/dd/yyyy)
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Federal Income Tax Deduction Worksheet
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If no driver's license, check this box.
If no driver's license -spouse, check this box.
*1700044N*
ADOR
%
Schedule A (Form 40NR) 2017
CAUTION: Do not include expenses reimbursed or paid by others.
1 Medical and dental expenses. ...............................................
2 Enter amount from Form 40NR, line 12, col. B.....
3 Multiply the amount on line 2 by 4% (.04). Enter the result. ........................
4 Subtract line 3 from line 1. Enter the result. If zero or less, enter –0–. ..............................................
5 Real estate taxes. ........................................................
6 FICA Tax (Social Security and Medicare) and Federal Self-Employment Tax. ..........
7 Railroad Retirement. (Tier 1 only) ............................................
8 Other taxes. (List – include personal property taxes.)
9 Add the amounts on lines 5 through 8. Enter the total here.......................................................
10a Home mortgage interest and points reported to you on Federal Form 1098. ...........
b Home mortgage interest not reported to you on Federal Form 1098. (If paid
to an individual, show that person’s name and address.)
11 Qualified mortgage insurance premiums .......................................
12 Points not reported to you on Form 1098. ......................................
13 Investment interest. (Attach Form 4952A) ......................................
14 Add the amounts on lines 10a through 13. Enter the total here....................................................
CAUTION: If you made a charitable contribution and received a benefit in return,
see page 17.
15 Contributions by cash or check...............................................
16 Other than cash or check. (You MUST attach Federal Form 8283 if over $500.) ........
17 Carryover from prior year. ..................................................
18 Add the amounts on lines 15 through 17. Enter the total here.....................................................
CAUTION: Do not include medical insurance premiums.
19 Enter Amount .........................................................................................
20 List type and amount. (See instructions.)
21 Total itemized deductions to be prorated. (Add lines 4, 9, 14, 18, 19, and 20.) .......................................
22 Enter percentage (%) from Form 40NR, page 1, line 10. ........................................................
23 Multiply line 21 by the percentage on line 22..................................................................
24a Enter the amount from Federal Form 4684, line 16, attach copy. (See page 18.)........
b Enter 10% of your Adjusted Gross Income. (Form 40NR, line 12, column C)...........
c Subtract line 24b from line 24a. If zero or less, enter –0–. .......................................................
25 Unreimbursed employee expenses — job travel, union dues, job education, etc.
(You MUST attach Federal Form 2106 if required. See instructions.)
26 Other expenses (investment, tax preparation, safe deposit box, etc.). List type
and amount.
27 Add the amounts on lines 25 and 26. Enter the total here. .........................
28 Multiply the amount on Form 40NR, line 12, column C by 2% (.02).
Enter the result here. ......................................................
29 Subtract line 28 from line 27. Enter the result. If zero or less, enter –0–. ............................................
30 Add the amounts on lines 23, 24c, and 29. Enter the total here. Then
enter on Form 40NR, page 1, line 13 and check 13a, Itemized Deductions. .........................................
The itemized deductions you may claim for the year 2017 are similar to the itemized deductions claimed on your Federal return; however, the amounts may differ. Please see
instructions before completing this schedule.
25
26
27
28
Alabama Department of Revenue
Schedule A–Itemized Deductions
(Schedules B, D, and E are on back)
ATTACH TO FORM 40NR — SEE INSTRUCTIONS FOR SCHEDULE A
1
3
5
6
7
8
10a
10b
11
12
13
15
16
17
29
30
24a
24b
20
21
22
23
Medical and
Dental Expenses
(See page 16)
Interest You Paid
(See page 17)
NOTE: Personal
interest is not
deductible.
Gifts to Charity
(See page 17)
Miscellaneous
Deductions
(See page 18)
Qualified
Long-Term Care
Proration of
Above Amounts
(See page 18)
Alabama
Casualty and
Theft Losses
Alabama
Job Related
Expenses
(See page 18)
You may ONLY
deduct expenses
associated with your
Alabama income.
Total Itemized
Deductions
Taxes You Paid
(See page 16)
2017
Your social security numberName(s) as shown on Form 40NR
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SCHEDULES
A,B,D,&E
(FORM 40NR)
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*1700054N*
Page 2
a
a
b
b
c
c
d
d
e
e
f
1 Total Income from Interest and Dividends before any exclusions ...........................
2 List all interest received from obligations of the Federal Government, State of Alabama, and
political subdivisions of Alabama.
a
b
c
d
3 Total. Add amounts on lines 2a, b, c, and d. ...........................................
4 TOTAL TAXABLE INCOME FROM INTEREST AND DIVIDENDS. Subtract line 3 from line 1.
Enter here and also on Form 40NR, page 2, Part I, line 1, column B and C. ...........................................
7 TOTAL INCOME OR (LOSS) FROM PARTNERSHIPS, S CORPORATIONS, ESTATES, AND TRUSTS.
Add the amounts on lines 6a, b, and c. Enter the totals here and include in line 8 below. .................................
3 Totals (columns 2b through 2e). ....................
4 Net profit or (loss) (column b less sum of columns 2c through 2e). .....................................................
5 TOTAL INCOME FROM RENTS AND ROYALTIES. Add the amounts on lines 1 and 4.
Enter the totals here and include in line 8 below. ................................................................
1 Enter total income or (loss) from all rents and royalties which is not taxable to Alabama.....................................
2 Itemize below all rent and royalty income which is taxable to Alabama.
B
C
4
5
Schedules B, D & E (Form 40NR) 2017ADOR
Sch. A, B, D, & E
(Form 40NR) 2017
SCHEDULE B – Interest and Dividend Income
SCHEDULE D – Profit From Sale of Real Estate, Stocks, Bonds, etc.
SCHEDULE E – Income From Rents, Royalties, Partnerships, Estates, Trusts, and S Corporations
Name(s) as shown on Form 40NR (Do not enter name and social security number if shown on other side) Your social security number
1 Enter total gain or (loss), before any Federal exclusion, from the sale of all assets which is not taxable to the State of Alabama.
2 Itemize all other transactions which are taxable to Alabama in columns a through f below.
Date
Acquired
Kind of Property & Location
Kind of Property & Location
Amount
Received
Amount
of Rent
or Royalty
Depreciation
or Depletion
(attach schedule)
Repairs
(attach itemized
list)
Other
Expenses (attach
Itemized list)
Depreciation
Allowable Since
Acquisition
Cost or
Other Basis
Subsequent
Improvements
3 Totals. ........................................
4 Net profit or (loss) (total of columns c and d less total of columns e and f). ...............................................
5 TOTAL GAIN OR (LOSS) FROM SALE OF REAL ESTATE, STOCKS, BONDS, ETC. Add the amounts on lines 1 and 4.
Enter here and on Form 40NR, page 2, Part I, line 5, columns B and C. ..............................................
6 List income received from partnerships, estates, trusts, and S corporations in 2017. Income from these sources not taxable to
Alabama should be listed in column B only. This type income earned
from Alabama sources should be listed in both columns B and C.
8 TOTAL INCOME OR (LOSS). Combine the amounts on lines 5 and 7, columns B and C.
Enter here and on Form 40NR, page 2, Part I, line 6, columns B and C. ..............................................
6a
6b
6c
7
8
4
5
B
B
Adjusted Gross
Income from
All Sources
C
Adjusted Gross
Income Earned
in Alabama
C
1
4
1
1
2a
2b
2c
2d
3
PART III — Summary
PART II — Income or (Loss) from Partnerships, S Corporations, Estates, or Trusts
PART I — Rent and Royalty Income or (Loss)
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Employer
Identification
Number
Name and Address
Partnership
Estate or Trust
S Corporation
• •
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*171106NC*
ADOR
1 Enter tax amount from Form 40, page 1, line 17 or Form 40NR, page 1, line 19 ...............
2 Enter amount from Schedule CR, line 27. Enter zero if claiming credits from Schedule OC....
3 Subtract line 2 from line 1............................................................
4 Enter credit from Schedule OC, Part K, line 1 ...........................................
5 Subtract line 4 from line 3............................................................
6 Enter Irrigation/Reservoir System Credit from Schedule IRC, Part II, line 20 ..................
7 Subtract line 6 from line 5............................................................
8 Enter School Transfer Credit amount from Schedule AATC, Part I, line 39 ....................
9 Subtract line 8 from line 7. ...........................................................
10 Enter Contribution to Scholarship Granting Organization Credit
amount from Schedule AATC, Part III, line 20 ...........................................
11 Subtract line 10 from line 9...........................................................
12 Enter Adoption Credit from Schedule AAC, Part II, line 5 ..................................
13 Subtract line 12 from line 11..........................................................
14 Enter Historic Tax Rehabilitation Credit from Schedule HTC, Part II, line 40 ...................
15 Subtract line 14 from line 13..........................................................
16 Enter Career Technical Dual Enrollment Credit from Schedule DEC, Part II, line 20 ............
17 Subtract line 16 from line 15..........................................................
18 Enter Alabama Jobs Act Investment Credit from Schedule AJA, Part II, line 20 ................
19 Subtract line 18 from line 17..........................................................
20 Enter Alabama Renewal Act – Port Credit from Schedule ARA, Part II, line 20.................
21 Subtract line 20 from line 19..........................................................
22 Enter Alabama Renewal Act – Growing Alabama Credit from Schedule ARA, Part IV, line 20.....
23 Subtract line 22 from line 21..........................................................
24 Enter Apprenticeship Tax Credit from Schedule ATC, Part II, line 5 ..........................
25 Subtract line 24 from line 23..........................................................
26 Enter Small Business and Agribusiness Jobs Credit from Schedule SBA, Part III, line 20 ........
27 Subtract line 26 from line 25..........................................................
CAPITAL CREDIT – You must attach Form K-RCC to your Alabama return.
28a Enter your Project Number assigned by the Alabama Department of Revenue
•
_______________________ .
28b Name of project entity entitled to the Capital Credit ________________________________________________________________
28c Enter Capital Credit available from Schedule K-RCC, line 7 and pro rata share of credit
from Schedule K-1.
•
FEIN of Entity ____________________________. ....................
29 Net tax due Alabama. Subtract line 28c from line 27. If amount less than zero, enter zero.
Enter amount on Form 40, Page 1, line 18 or Form 40NR, Page 1, line 20....................
Alabama Department of Revenue
Net Tax Calculation
USE ONLY IF CLAIMING TAX CREDIT(S)
SCHEDULE
NTC 2017
NAME
SOCIAL SECURITY NUMBER
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-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 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 cause problems with processing. This
information will be contained in the 2-D barcode when you print the form.
-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 the costs associated with processing your return.
-This form has a MFS option which saves the data and allows you to complete
your form in multiple sessions. Please press the RESET button after you finish
printing your form in Adobe Reader to delete the saved information.
0
0
Check this box
for OC credit
0
0
Go To Schedule OC
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Go To Schedule IRC
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*170010IR*
Alabama Department of Revenue
Irrigation/Reservoir System Credit
SCHEDULE
IRC
2017
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
PART I – Current/Initial Year Irrigation/Reservoir System Credit
Irrigation or Reservoir System Credits are limited to one system purchase per taxpayer.
A. Name and address of trade or business claiming credit ____________________________________________________________
________________________________________________________________________________________________________
B. NAICS Code of trade or business _____________________________________________________________________________
C. Did you file a Schedule F for this year?
Yes    No
D. Type of Credit
Select either the purchase or conversion of irrigation system checkbox or the construction of reservoir checkbox. You cannot
select both. However, the pro-rata share of credit checkbox can be selected in addition to either.
•
Purchase or conversion of irrigation system. Complete lines 1 through 4 and 7 through 12 below. Skip lines 5 and 6.
•
Construction of reservoir. Skip lines 1 through 4 and complete lines 5 through 12 below.
•
Pro-rata share of credit from Subchapter S or K. Complete lines 10 through 12 below.
1. Purchase cost and installation costs of irrigation system ......................................
2. Conversion costs to convert from fuel to electricity ...........................................
3. Add lines 1 and 2 .........................................................................
4. Multiply line 3 by 20% (.20) ................................................................
5. Cost of construction reservoir ..............................................................
6. Multiply line 5 by 20% (.20) ................................................................
7. Enter the amount from either line 4 or line 6, but not both .....................................
8. Credit limit ...............................................................................
9. Enter the lesser of line 7 or line 8 ...........................................................
10. Pro rata share of credit from Schedule K-1 ..................................................
FEIN of entity
•
_________________________
11. Maximum credit allowable. Add line 9 and line 10 ..........................................
12. Enter Tax Due from Schedule NTC, line 5 ...................................................
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•
•
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•
In order to receive the Irrigation/Reservoir System Credit, please attach supporting documentation to verify the purchase,
installation and/or conversion costs. If the certification is not attached, no credit will be allowed.
PART II – Application of Irrigation/Reservoir System Credit
Do you have an Irrigation/Reservoir System Credit carryforward from a prior year?
•
Yes   
•
No
If “Yes”, complete the section below as needed. If “No”, skip lines 1 through 15 and complete lines 16 through 20 below.
1. Enter carryforward amount from prior tax year (_______) .....................................
2. Enter amount from Part I, line 12 ...........................................................
3. Amount of credit applied. Enter the lesser of line 1 or line 2 ....
4. Unused tax liability limitation. Subtract line 3 from line 2 ......................................
5. Carryforward amount. Subtract line 3 from line 1 .............................................
6. Enter carryforward amount from prior tax year (_______) .....................................
7. Enter amount from line 4 ..................................................................
8. Amount of credit applied. Enter the lesser of line 6 or line 7 ....
9. Unused tax liability limitation. Subtract line 8 from line 7 ......................................
10. Carryforward amount. Subtract line 8 from line 6 .............................................
ADOR
$10,000      00
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*170011IR*
Schedule IRC
2017 PAGE 2
ADOR
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
11. Enter carryforward amount from prior tax year (_______) .....................................
12. Enter amount from line 9 ..................................................................
13. Amount of credit applied. Enter the lesser of line 11 or line 12 ..
14. Unused tax liability limitation. Subtract line 13 from line 12 ....................................
15. Carryforward amount. Subtract line 13 from line 11...........................................
16. Enter amount from Part I, line 11 ...........................................................
17. Enter amount from line 14. If no carryforward credits, enter amount from Part I, line 12 ..........
18. Amount of credit applied. Enter the lesser of line 16 or line 17 ..
19. Carryforward amount. Subtract line 18 from line 16 ..........................................
20. Total credit(s) applied. Add line 3, line 8, line 13, and line 18.
Enter here and on Schedule NTC, line 6 ....................................................
*Unused Irrigation/Reservoir System Credit may be carried forward for a maximum of five years.
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Go To Schedule NTC
*171121AA*
ADOR
Alabama Department of Revenue
Alabama Accountability Tax Credit
SCHEDULE
AATC 2017
NAME(S) AS SHOWN ON TAX RETURN
PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
PART I
ALABAMA DEPARTMENT OF REVENUE
Credit for Transferring from Failing Public School to Nonfailing Public School or Nonpublic School
1 Name of student:
•
2 Social security number of student:
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3 Name of failing school attended or zoned for:
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4 Name of school transferred to:
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5 Grade level at time of transfer:
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6 Date of enrollment at nonfailing public school or nonpublic school:
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7 80% of the average annual cost of attendance for an Alabama public K-12 student ........................
8 Actual cost of attending nonfailing public school or nonpublic school ....................................
9 Enter the lesser of line 7 or line 8 ................................................................
10 Name of student:
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11 Social security number of student:
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12 Name of failing school attended or zoned for:
•
13 Name of school transferred to:
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14 Grade level at time of transfer:
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15 Date of enrollment at nonfailing public school or nonpublic school:
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16 80% of the average annual cost of attendance for an Alabama public K-12 student ........................
17 Actual cost of attending nonfailing public school or nonpublic school ....................................
18 Enter the lesser of line 16 or line 17 ..............................................................
19 Name of student:
•
20 Social security number of student:
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21 Name of failing school attended or zoned for:
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22 Name of school transferred to:
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23 Grade level at time of transfer:
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24 Date of enrollment at nonfailing public school or nonpublic school:
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25 80% of the average annual cost of attendance for an Alabama public K-12 student ........................
26 Actual cost of attending nonfailing public school or nonpublic school ....................................
27 Enter the lesser of line 25 or line 26 ..............................................................
28 Name of student:
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29 Social security number of student:
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30 Name of failing school attended or zoned for:
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31 Name of school transferred to:
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32 Grade level at time of transfer:
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33 Date of enrollment at nonfailing public school or nonpublic school:
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34 80% of the average annual cost of attendance for an Alabama public K-12 student ........................
35 Actual cost of attending nonfailing public school or nonpublic school ....................................
36 Enter the lesser of line 34 or line 35 ..............................................................
37 Enter amount from Schedule NTC, line 7 ..........................................................
38 Add the amounts from line 9, line 18, line 27, and line 36..............................................
39 Enter the lesser of line 37 or line 38. Enter amount here and on Schedule NTC, line 8......................
40 Refundable amount. Subtract line 39 from line 38. Enter amount here and on
Form 40, page 1, line 25 or Form 40NR, page 1, line 25 ..............................................
3,953  00
3,953  00
3,953  00
3,953  00
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7
8
9
16
17
18
25
26
27
34
35
36
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38
39
40
Reset Schedule AATC
-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 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 cause problems with processing. This
information will be contained in the 2-D barcode when you print the form.
-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 the costs associated with processing your return.
-This form has a MFS option which saves the data and allows you to complete
your form in multiple sessions. Please press the RESET button after you finish
printing your form in Adobe Reader to delete the saved information.
0
0
0
0
0
0
0
Return to Page 1
0
*170022AA*
1 Enter carryforward amount from prior tax year (
•
___________) .......................................
2 Enter amount from Part II, line 5..................................................................
3 Amount of credit applied. Enter lesser of line 1 or line 2 ................
4 Unused tax liability limitation. Subtract line 3 from line 2 ..............................................
5 Carryforward amount. Subtract line 3 from line 1 ....................................................
6 Enter carryforward amount from prior tax year (
•
___________) .......................................
7 Enter amount from line 4........................................................................
8 Amount of credit applied. Enter the lesser of line 6 or line 7.............
9 Unused tax liability limitation. Subtract line 8 from line 7 ..............................................
10 Carryforward amount. Subtract line 8 from line 6 ....................................................
11 Enter carryforward amount from prior tax year (
•
___________) .......................................
12 Enter amount from line 9........................................................................
13 Amount of credit applied. Enter the lesser of line 11 or line 12 ...........
14 Unused tax liability limitation. Subtract line 13 from line 12 ............................................
15 Carryforward amount. Subtract line 13 from line 11 ..................................................
16 Enter amount from Part II, line 7..................................................................
17 Enter amount from line 14. If no carryforward credits enter amount from Part II, line 5......................
18 Amount of credit applied. Enter lesser of line 16 or line 17 ..............
19 Carryforward amount. Subtract line 18 from line 16 ..................................................
20 Total credit(s) applied. Add line 3, line 8, line 13, and line 18.
Enter here and on Schedule NTC, line 10 ..........................................................
*Unused Scholarship Contribution Credit may be carried forward for a maximum of three years.
PART III
ALABAMA DEPARTMENT OF REVENUE
Scholarship Contribution Credit Application
Schedule AATC (2017) Page 2
ADOR
1 Name of Scholarship Granting Organization:
2 Address of Scholarship Granting Organization:
3 Amount contributed for scholarship(s) ..............................
4 Enter amount from Schedule NTC, line 9 ..........................................................
5 Multiply line 4 by 50% (.50)......................................................................
6 Maximum credit allowable for current year contribution ................
7 Credit allowable. Enter the lesser of line 3 or line 6 ..................................................
$50,000  00
PART II
ALABAMA DEPARTMENT OF REVENUE
Credit for Contributing to Scholarship Granting Organization
Do you have a Scholarship Contribution Credit carryforward from a prior year?     
•
Yes       
•
No
If “Yes”, complete the section below as needed.
If “No”, skip lines 1 through 15 and complete lines 16 through 20.
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Go To Schedule NTC
0
*171123AC*
$1,000 00
ADOR
Alabama Department of Revenue
Alabama Adoption Tax Credit
PART I – Information about your eligible “child/children”
1 Name of Child
•
________________________________________________________________________________________
2 Social Security Number of Child
•
__________________________________________________________________________
3 Address of Child
•
_________________________________________________________________________________________
4 Name of Birth Mother
•
___________________________________________________________________________________
5 Address of Birth Mother
•
__________________________________________________________________________________
6 Name of Adoption Agency
•
________________________________________________________________________________
7 Address of Adoption Agency
•
______________________________________________________________________________
8 Name of Child
•
________________________________________________________________________________________
9 Social Security Number of Child
•
__________________________________________________________________________
10 Address of Child
•
_________________________________________________________________________________________
11 Name of Birth Mother
•
___________________________________________________________________________________
12 Address of Birth Mother
•
__________________________________________________________________________________
13 Name of Adoption Agency
•
________________________________________________________________________________
14 Address of Adoption Agency
•
______________________________________________________________________________
15 Name of Child
•
________________________________________________________________________________________
16 Social Security Number of Child
•
__________________________________________________________________________
17 Address of Child
•
_________________________________________________________________________________________
18 Name of Birth Mother
•
___________________________________________________________________________________
19 Address of Birth Mother
•
__________________________________________________________________________________
20 Name of Adoption Agency
•
________________________________________________________________________________
21 Address of Adoption Agency
•
______________________________________________________________________________
22 Name of Child
•
________________________________________________________________________________________
23 Social Security Number of Child
•
__________________________________________________________________________
24 Address of Child
•
_________________________________________________________________________________________
25 Name of Birth Mother
•
___________________________________________________________________________________
26 Address of Birth Mother
•
__________________________________________________________________________________
27 Name of Adoption Agency
•
________________________________________________________________________________
28 Address of Adoption Agency
•
______________________________________________________________________________
PART II – Adoption Credit
1 Enter total number of children adopted from Part 1 .....................................
2 Allowable credit per child ..........................................................
3 Multiply line 1 by line 2 ............................................................
4 Enter amount from Schedule NTC, line 11 ............................................
5 Enter the lesser of line 3 or line 4.
Enter amount here and on Schedule NTC, line 12 .....................................
6 Refundable Amount. Subtract line 5 from line 3. Enter amount here and
on Form 40 or Form 40NR, page 1, line 26 ...........................................
SCHEDULE
AAC 2017
NAME(S) AS SHOWN ON TAX RETURN
PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
1
2
3
4
5
6
•
•
•
•
Reset Schedule AAC
-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 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
cause problems with processing. This information will be contained in the
2-D barcode when you print the form.
-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 the costs associated with
processing your return.
-This form has a MFS option which saves the data and allows you to
complete your form in multiple sessions. Please press the RESET button
after you finish printing your form in Adobe Reader to delete the saved
information.
0
0
Go To Schedule NTC
0
Return to Page 1
0
*170012HC*
Alabama Department of Revenue
Historic Tax Rehabilitation Credit
SCHEDULE
HTC
2017
2. Total Credit – Add lines 1a, 1b and 1c.......................................................
3. Enter Tax Due from Schedule NTC, line 13 ..................................................
4. Pro rata share of credit from Schedule K-1, if applicable ..................................
FEIN of entity
•
__________________________________
5. Current Credit Available. Add line 2 and line 4 ...............................................
PART II – Application of Historic Tax Rehabilitation Credit
Do you have a Historic Tax Rehabilitation Credit carryforward from a prior year?
•
Yes   
•
No
If “Yes”, complete the section below as needed. If “No”, skip lines 1 through 35 and complete lines 36 through 40.
1. Project number
•
_____________________________
2. Date placed in service
•
_______________________
3. Enter carryforward amount from prior tax year (            ) .......................................
4. Enter amount from Part I, line 3 ............................................................
5. Amount of credit applied. Enter lesser of line 3 or line 4 ........
6. Unused tax liability limitation. Subtract line 5 from line 4 ......................................
7. Carryforward amount. Subtract line 5 from line 3 .............................................
8. Project number
•
_____________________________
9. Date placed in service
•
_______________________
10. Enter carryforward amount from prior tax year (            ) .......................................
11. Enter amount from line 6 ..................................................................
12. Amount of credit applied. Enter lesser of line 10 or line 11 ......
13. Unused tax liability limitation. Subtract line 12 from line 11 ....................................
14. Carryforward amount. Subtract line 12 from line 10 ..........................................
15. Project number
•
_____________________________
16. Date placed in service
•
_______________________
17. Enter carryforward amount from prior tax year (            ) .......................................
18. Enter amount from line 13 .................................................................
19. Amount of credit applied. Enter lesser of line 17 or line 18......
20. Unused tax liability limitation. Subtract line 19 from line 18 ....................................
21. Carryforward amount. Subtract line 19 from line 17 ..........................................
NAME OF CERTIFICATE HOLDER FEIN OR SOCIAL SECURITY NUMBER OF CERTIFICATE HOLDER
PART I – Current Year Historic Tax Rehabilitation Credit
A copy of the Tax Credit Certificate, Transfer Tax Credit Certificate or Recipient Tax Credit Certificate must be attached to the
return. Subchapter K and S members or partners must attach the Recipient Tax Credit Certificate received from the pass-
through entity. If this information is not attached, no credit will be given.
1. Amount of tax credit certificate issued by the Historic Tax Commission for any project placed in service this year.
Project Number Date Placed In Service Credit Amount
ADOR
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1b
1c
5
12
19
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b
c
2
3
4
5
3
4
6
7
10
11
13
14
17
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21
Reset Schedule HTC
0
Go To Schedule NTC
0
0
*170013HC*
22. Project number
•
_____________________________
23. Date placed in service
•
_______________________
24. Enter carryforward amount from prior tax year (            ) .......................................
25. Enter amount from line 20 .................................................................
26. Amount of credit applied. Enter lesser of line 24 or line 25......
27. Unused tax liability limitation. Subtract line 26 from line 25 ....................................
28. Carryforward amount. Subtract line 26 from line 24 ..........................................
29. Project number
•
_____________________________
30. Date placed in service
•
_______________________
31. Enter carryforward amount from prior tax year (            ) .......................................
32. Enter amount from line 27 .................................................................
33. Amount of credit applied. Enter lesser of line 31 or line 32......
34. Unused tax liability limitation. Subtract line 33 from line 32 ....................................
35. Carryforward amount. Subtract line 33 from line 31 ..........................................
36. Enter amount from Part I, line 5 ............................................................
37. Enter amount from line 34. If no carryforward credits, enter amount from Part I, line 3 ...........
38. Amount of credit applied. Enter lesser of line 36 or line 37......
39. Carryforward amount. Subtract line 38 from line 36 ..........................................
40. Total credit(s) applied. Add line 5, line 12, and line 19, line 26, line 33, and line 38.
Enter here and on Schedule NTC, line 14 ...................................................
*Unused Historic Rehabilitation Credit may be carried forward for a maximum of ten years.
ADOR
2017 Schedule HTC Page 2
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38
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28
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32
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0
*170014DE*
Alabama Department of Revenue
Career Technical Dual Enrollment Credit
SCHEDULE
DEC
2017
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
PART I – Current Year Career Technical Dual Enrollment Credit
A copy of the Department of Post-Secondary Education Tax Credit must be attached to this return. If the certification is not
attached, no credit will be allowed.
1. Amount Contributed this year (Department of Post-Secondary Education Tax Credit Certificate)..
2. Amount of Current Credit — Multiply line 1 by .50 ............................................
3. Enter Tax Due from Schedule NTC, line 15 ..................................................
4. Multiply line 3 by .50 ......................................................................
5. Maximum Credit Allowable .................................................................
6. Enter the lesser of line 2 or line 5 ...........................................................
7. Amount of Current Credit – Pro rata share of credit from Schedule K-1.........................
FEIN of entity
•
________________________________ .
8. Current Credit Available. Add line 6 and line 7 .............................................
PART II – Application of Career Technical Dual Enrollment Credit
Do you have a Career Technical Dual Enrollment Credit carryforward from a prior year?
•
Yes   
•
No
If “Yes”, complete the section below as needed. If “No”, skip lines 1 through 15 and complete lines 16 through 20.
1. Enter carryforward amount from prior tax year (_______) .....................................
2. Enter amount from Part I, line 4 ............................................................
3. Amount of credit applied. Enter the lesser of line 1 or line 2 ....
4. Unused tax liability limitation. Subtract line 3 from line 2 ......................................
5. Carryforward amount. Subtract line 3 from line 1 .............................................
6. Enter carryforward amount from prior tax year (_______) .....................................
7. Enter amount from line 4 ..................................................................
8. Amount of credit applied. Enter the lesser of line 6 or line 7 ....
9. Unused tax liability limitation. Subtract line 8 from line 7 ......................................
10. Carryforward amount. Subtract line 8 from line 6 .............................................
11. Enter carryforward amount from prior tax year (_______) .....................................
12. Enter amount from line 9 ..................................................................
13. Amount of credit applied. Enter the lesser of line 11 or line 12 ..
14. Unused tax liability limitation. Subtract line 13 from line 12 ....................................
15. Carryforward amount. Subtract line 13 from line 11...........................................
16. Enter amount from Part I, line 8 ............................................................
17. Enter amount from line 14. If no carryforward credits, enter amount from Part I, line 4 ...........
18. Amount of credit applied. Enter the lesser of line 16 or line 17 ..
19. Carryforward amount. Subtract line 18 from line 16 ..........................................
20. Total credit(s) applied. Add line 3, line 8, line 13, and line 18.
Enter here and on Schedule NTC, line 16 ...................................................
*Unused Career Technical Dual Enrollment Credit may be carried forward for a maximum of three years.
ADOR
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500,000    00
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5
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7
9
10
11
12
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19
20
3
8
13
18
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0
0
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Go To Schedule NTC
0
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0
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0
*170015AJ*
Alabama Department of Revenue
Alabama Jobs Act – Investment Credit
SCHEDULE
AJA
2017
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
PART I – Current Year Alabama Jobs Act Investment Credit
If business entity is a sole proprietor, a copy of the certification must be attached, otherwise, no credit will be allowed. If busi-
ness entity is a Subchapter S or K, skip line 1 and indicate your annual allocated amount on line 2.
Approved Company Name ______________________________________________________________________________________
FEIN or SSN of Approved Company _______________________________________________________________________________
Enter Tax Year Annual Investment Tax Credit Certificate was granted _____________________________________________________
1. Investment Credit amount from Annual Investment Tax Credit Certificate........................
2. Allocated share of credit from Schedule-K-1..................................................
FEIN of entity
•
__________________________
3. Maximum credit allowable. Add line 1 and line 2.............................................
4. Enter Tax Due from Schedule NTC, line 17...................................................
PART II – Application of Alabama Jobs Act Investment Credit
Do you have an Alabama Jobs Act Investment Credit carryforward from a prior year?
•
Yes   
•
No
If “Yes”, complete the section below as needed. If “No”, skip lines 1 through 15 and complete lines 16 through 20.
1. Enter carryforward amount from prior tax year (_______) .....................................
2. Enter amount from Part I, line 4 ............................................................
3. Amount of credit applied. Enter the lesser of line 1 or line 2 ....
4. Unused tax liability limitation. Subtract line 3 from line 2 ......................................
5. Carryforward amount. Subtract line 3 from line 1 .............................................
6. Enter carryforward amount from prior tax year (_______) .....................................
7. Enter amount from line 4 ..................................................................
8. Amount of credit applied. Enter the lesser of line 6 or line 7 ....
9. Unused tax liability limitation. Subtract line 8 from line 7 ......................................
10. Carryforward amount. Subtract line 8 from line 6 .............................................
11. Enter carryforward amount from tax year (_______)..........................................
12. Enter amount from line 9 ..................................................................
13. Amount of credit applied. Enter lesser of line 11 or line 12 ......
14. Unused tax liability limitation. Subtract line 13 from line 12 ....................................
15. Carryforward amount. Subtract line 13 from line 11...........................................
16. Enter amount from Part I, line 3 ............................................................
17. Enter amount from line 14. If no carryforward credits, enter amount from Part I, line 4 ...........
18. Amount of credit applied. Enter the lesser of line 16 or line 17 ..
19. Carryforward amount. Subtract line 18 from line 16 ..........................................
20. Total credit(s) applied. Add line 3, line 8, and line 13 and 18.
Enter here and on Schedule NTC, line 18 ...................................................
*Any unused Alabama Jobs Act Investment Credits may be carried forward for a maximum of 5 years.
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ADOR
Reset Schedule AJA
0
Go To Schedule NTC
0
0
Go To Schedule NTC
0
*170016AR*
Alabama Department of Revenue
Alabama Renewal Act Credit
SCHEDULE
ARA
2017
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
PART I – Alabama Renewal Act – Port Credit
Company Name ______________________________________________________________________________________________
Company Address ____________________________________________________________________________________________
____________________________________________________________________________________________________________
Department of Commerce Qualifying Project Number _________________________________________________________________
FEIN or SSN of Qualifying Project ________________________________________________________________________________
1. Port Credit amount certified ................................................................
2. Pro Rata share from Schedule K-1 .........................................................
FEIN of entity
•
______________________ (If credit from more than one entity, attach schedule.)
3. Total Credit Available. Add line 1 and line 2 ..................................................
4. Enter Tax Due from Schedule NTC, line 19 ..................................................
PART II – Application of Alabama Renewal Act – Port Credit Carryforward
Do you have an Alabama Renewal Act – Port Credit carryforward from a prior year?
•
Yes   
•
No
If “Yes”, complete the section below as needed. If “No”, skip lines 1 through 15 and complete lines 16 through 20.
1. Enter carryforward amount from prior tax year (_______) .....................................
2. Enter amount from Part I, line 4 ............................................................
3. Amount of credit applied. Enter the lesser of line 1 or line 2 ....
4. Unused tax liability limitation. Subtract line 3 from line 2 ......................................
5. Carryforward amount. Subtract line 3 from line 1 .............................................
6. Enter carryforward amount from prior tax year (_______) .....................................
7. Enter amount from line 4 ..................................................................
8. Amount of credit applied. Enter the lesser of line 6 or line 7 ....
9. Unused tax liability limitation. Subtract line 8 from line 7 ......................................
10. Carryforward amount. Subtract line 8 from line 6 .............................................
11. Enter carryforward amount from prior tax year (_______) .....................................
12. Enter amount from line 9 ..................................................................
13. Amount of credit applied. Enter the lesser of line 11 or line 12 ..
14. Unused tax liability limitation. Subtract line 13 from line 12 ....................................
15. Carryforward amount. Subtract line 13 from line 11...........................................
16. Enter amount from Part I, line 3 ............................................................
17. Enter amount from line 14. If no carryforward credits, enter amount from Part I, line 4 ...........
18. Amount of credit applied. Enter the lesser of line 16 or line 17 ..
19. Carryforward amount. Subtract line 18 from line 16 ..........................................
20. Total credit(s) applied. Add line 3, line 8, line 13, and line 18.
Enter here and on Schedule NTC, line 20 ...................................................
*Unused Alabama Renewal Act – Port Credit may be carried forward for a maximum of five years.
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*170017AR*
Schedule ARA
2017 PAGE 2
ADOR
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
PART III – Alabama Renewal Act – Growing Alabama Credit
Name of Local Economic Development Organization (LEDO)
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__________________________________________________________
Address of Local Economic Development Organization
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____________________________________________________________________________________________________________
1. Amount(s) contributed to above organization this year........................................
2. Enter amount from Schedule NTC, line 21...................................................
3. Multiply line 2 by 50% (.50) and enter amount here ..........................................
PART IV – Application of Alabama Renewal Act – Growing Alabama Credit
Do you have a Growing Alabama Credit carryforward from a prior year?
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Yes   
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No
If “Yes”, complete the section below as needed. If “No”, skip lines 1 through 15 and complete lines 16 through 20.
1. Enter carryforward amount from prior tax year (_______) .....................................
2. Enter amount from Part III, line 3 ...........................................................
3. Amount of credit applied. Enter lesser of line 1 or line 2 ........
4. Unused tax liability limitation. Subtract line 3 from line 2 ......................................
5. Carryforward amount. Subtract line 3 from line 1 .............................................
6. Enter carryforward amount from prior tax year (_______) .....................................
7. Enter amount from line 4 ..................................................................
8. Amount of credit applied. Enter the lesser of line 6 or line 7 ....
9. Unused tax liability limitation. Subtract line 8 from line 7 ......................................
10. Carryforward amount. Subtract line 8 from line 6 .............................................
11. Enter carryforward amount from prior tax year (_______) .....................................
12. Enter amount from line 9 ..................................................................
13. Amount of credit applied. Enter the lesser of line 11 or line 12 ..
14. Unused tax liability limitation. Subtract line 13 from line 12 ....................................
15. Carryforward amount. Subtract line 13 from line 11...........................................
16. Enter current credit amount from Part III, line 1 ..............................................
17. Enter amount from line 14. If no carryforward credits, enter amount from Part III, line 3 ..........
18. Amount of credit applied. Enter the lesser of line 16 or line 17 ..
19. Carryforward amount. Subtract line 18 from line 16 ..........................................
20. Total credit(s) applied. Add line 3, line 8, line 13, and line 18.
Enter here and on Schedule NTC, line 22 ...................................................
*Unused Alabama Renewal Act – Growing Alabama Credit may be carried forward for a maximum of five years.
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*170018AT*
Alabama Department of Revenue
Apprenticeship Tax Credit
SCHEDULE
ATC
2017
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
PART I – Apprenticeship Employer Information
If business entity is a sole proprietor, a copy of the Alabama Apprenticeship Tax Credit Certificate must be attached to this
return, otherwise, no credit will be allowed. If business is a Subchapter S or K, skip Part I and indicate your pro-rata share of
credit on Part II, line 2.
Apprenticeship Employer Name
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Apprenticeship Employer Address
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____________________________________________________________________________________________________________
Apprenticeship Employer FEIN or SSN
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Rapids Sponsor ID
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PART II – Calculation of Apprenticeship Tax Credit
1. Credit from 2017 Alabama Apprenticeship Tax Credit
Certificate .................................................
2. Pro rata share of credit from Schedule K-1 if applicable ........
FEIN of entity
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______________________ (if credit from more than one entity, attach schedule)
3. Credit available. Add line 1 and line 2 .......................................................
4. Enter tax due from Schedule NTC, line 23...................................................
5. Credit allowable. Enter the lesser of line 3 or line 4.
Enter this amount on line 24 of Schedule NTC ...............................................
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*170019SB*
Alabama Department of Revenue
Small Business and Agribusiness Jobs Credit
SCHEDULE
SBA
2017
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
PART I – Small Business Employer Information
Alabama Small Business Employer Name __________________________________________________________________________
Alabama Small Business Employer Address ________________________________________________________________________
____________________________________________________________________________________________________________
Alabama Small Business Employer FEIN or SSN _____________________________________________________________________
Is your headquarters or principal place of business located in Alabama?
Yes    No
Is your entity formed, organized or qualified to do business in Alabama? Yes    No
Did you have 75 or fewer full-time and part-time employees, not including new employees that credit is being claimed,
during the tax year? Yes    No
If you checked “No” to any of the questions above, you do not qualify for this credit.
PART II – Current Year Small Business and Agribusiness Jobs Credit
1. Number of full time Alabama employees on 12-31-2017........
2. Number of full time Alabama employees on 07-24-2016.....
3. Net Employee Growth. Subtract line 2 from line 1. If less than
zero, STOP! You do not have a credit ........................
4. Number of qualifying new employees on line 3 for whom
you claimed a credit for in prior tax year(s)....................
5. Subtract line 4 from line 3 ...................................
6. Number of qualifying new employees that completed their first
12 months service in 2017. This amount cannot be greater
than line 5 .................................................
7. Multiply line 6 by $1,500.00 ................................................................
8. Pro rata share of credit from Schedule K-1 ..................................................
FEIN of entity
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_____________________ (If credit from more than one entity, attach schedule.)
9. CREDIT ALLOWABLE. Add line 7 and line 8.................................................
10. Enter Tax Due from Schedule NTC, line 25 ..................................................
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You cannot take this credit if you have already claimed the Full Employment Act Credit for new employees on Schedule OC,
Part F. Complete Part I and Part III if sole-proprietor is the small business employer. If you have a pro-rata share of credit from
Subchapter S or K, skip Part I. Complete Part II, lines 8 through 10 and Part III.
ADOR
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PART III – Application of Small Business and Agribusiness Jobs Credit
Do you have a Small Business and Agribusiness Jobs Credit carryforward from a prior year?
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Yes   
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No
If “Yes”, complete the section below as needed. If “No”, skip lines 1 through 15 and complete lines 16 through 20.
1. Enter carryforward amount from prior tax year (_______) .....................................
2. Enter amount from Part II, line 10...........................................................
3. Amount of credit applied. Enter lesser of line 1 or line 2 .......
4. Unused tax liability limitation. Subtract line 3 from line 2 ......................................
5. Carryforward amount. Subtract line 3 from line 1 .............................................
6. Enter carryforward amount from prior tax year (_______) .....................................
7. Enter amount from line 4 ..................................................................
8. Amount of credit applied. Enter the lesser of line 6 or line 7 ....
9. Unused tax liability limitation. Subtract line 8 from line 7 ......................................
10. Carryforward amount. Subtract line 8 from line 6 .............................................
11. Enter carryforward amount from prior tax year (_______) .....................................
12. Enter amount from line 9 ..................................................................
13. Amount of credit applied. Enter the lesser of line 11 or line 12 ..
14. Unused tax liability limitation. Subtract line 13 from line 12 ....................................
15. Carryforward amount. Subtract line 13 from line 11...........................................
16. Enter amount from Part II, line 9............................................................
17. Enter amount from line 14. If no carryforward credits, enter amount from Part II, line 10 .........
18. Amount of credit applied. Enter lesser of line 16 or line 17......
19. Carryforward amount. Subtract line 18 from line 16 ..........................................
20. Total credit(s) applied. Add line 3, line 8, line 13, and line 18.
Enter here and on Schedule NTC, line 26 ...................................................
*Unused Small Business and Agribusiness Jobs Credit may be carried forward for a maximum of three years.
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*170020SB*
2017 Schedule SBA Page 2
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PART A – Credit For Taxes Paid To Other States (NOTE: CR Credits are NOT allowable for Nonresidents)
1 CREDIT ALLOWABLE. Enter the amount from Schedule CR, line 27 ......................................................................
PART B – Basic Skills Education Credit
Attach this schedule to your Alabama return along with a copy of your approved certification notice issued by the Alabama
Department of Education. Enter your assigned Department of Education Certification Number ______________________________________________.
1 Name of employer/firm sponsoring the education program _________________________________________________________________________.
2 Name of approved provider _________________________________________________ Location ________________________________________.
3 Were all participants for whom you are claiming a tax credit continuously employed by you for at least 16 weeks?
Yes
No
4 If the answer to line 3 is yes, did employee(s) work at least 24 hours each week?
Yes
No
5 If the answer to lines 3 and 4 above is yes, enter the total expenses available for credit
(see instructions).................................................................................
6 Total maximum credit available. Multiply line 5 by 20% (.20) .............................................
7 Tax due Alabama from Form 40, page 1, line 17, or Form 40NR, page 1, line 19 ............................
8 CREDIT ALLOWABLE. Enter the amount from line 6 or 7, whichever is smaller .............................................................
PART C – Rural Physician Credit
1 Name of hospital and community where you live and provide medical services _________________________________________________________
_______________________________________________________________________________________________________________________.
2 Tax due Alabama from Form 40, page 1, line 17, or Form 40NR, page 1, line 19 ............................
3 Maximum Rural Physician Credit ...................................................................
4 CREDIT ALLOWABLE. Enter the amount from line 2 or 3, whichever is smaller .............................................................
PART D – Coal Credit
1 CREDIT ALLOWABLE.............................................................................................................
PART E – Alabama Enterprise Zone Act Credit
1 Enter amount from Schedule EZK1, Part II, page 2, line 13, or Schedule EZ, Part IV, page 2, line 13 ............................................
PART F – Full Employment Act of 2011 Credit. Owners of qualified employers that are entities taxed under subchapters S
or K of the Internal Revenue Code will report their pro rata share of credit on line 6 below.
Were you in business with 50 or fewer full and/or part-time employees on June 9, 2011?
Yes
No If “No”, you do not qualify for this credit.
1 Number of full time employees on 12-31-2016 ........................................................
2 Number of full time employees on 12-31-2015 ........................................................
3 Subtract line 2 from line 1. If less than or equal to zero, STOP! You do not qualify for credit. ..................
4 Number of qualifying new employees from line 3 that completed their first 12 months service in 2017 ..........
5 Multiply line 4 by $1,000.00 .........................................................................................................
6 Pro rata share of credit from Schedule K-1.............................................................................................
FEIN of entity _______________________________ (If credit from more than one entity, attach schedule.)
7 CREDIT ALLOWABLE. Add line 5 and line 6. ..........................................................................................
PART G – Heroes for Hire Tax Credit Act. For owners of qualified employers that are entities taxed under subchapters S
or K of the Internal Revenue Code, skip Lines 1 and 2 and report your pro rata share of credit on line 3 below.
Employee Credit
1 Number of recently deployed unemployed veterans included in Part F, line 4 or Schedule SBA, Part II, line 6 ....
2 Multiply line 1 by $1,000.00 .........................................................................................................
3 Pro rata share of credit from Schedule K-1.............................................................................................
FEIN of entity _______________________________ (If credit from more than one entity, attach schedule.)
4 CREDIT ALLOWABLE. Add line 2 and line 3. ..........................................................................................
PART H – Heroes for Hire Tax Credit Act. For owners of qualified employers that are entities taxed under subchapters S
or K of the Internal Revenue Code skip Lines 1 through 4 and report your pro rata share of credit on line 5 below.
Business Start-up Expenses Credit
1 Name and business ID number ______________________________________________________________________________________________.
2 Enter total amount of business start-up expenses......................................................
3 Maximum credit..................................................................................
4 Enter the lesser of line 2 or line 3.....................................................................................................
5 Pro rata share of credit from Schedule K-1.............................................................................................
FEIN of entity _______________________________ (If credit from more than one entity, attach schedule.)
6 CREDIT ALLOWABLE. Add line 4 and line 5. ..........................................................................................
Alabama Department of Revenue
Other Available Credits
ATTACH TO FORM 40 OR 40NR
SCHEDULE
OC
(FORM 40 OR 40NR)
2017
Your social security numberName(s) as shown on Form 40 or 40NR
$5,000 00
$2,000 00
ADOR
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*170008OC*
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PART I – Credit for Taxes paid to a Foreign Country
Note: All dollar figures must be in U.S. dollars.
1 S Corporation/Partnership/Estate/Trust Name ___________________________________________________________________________________
2 FEIN ____________________________________
3 Name of country income earned in ____________________________________________________________________________________________
4 Your pro rata share in entity .....................................................................
5 Pro rata share of income from foreign operations ...................................................
6 Alabama tax imposed on pro rata share of income from foreign operations (line 5)........................
7 Pro rata share of tax due the foreign country as shown on that country's tax return .......................
8 Tax due Alabama from Form 40, page 1, line 17 ....................................................
9 Multiply line 7 by 50% (.50)......................................................................
10 CREDIT ALLOWABLE. Enter the lesser of line 6, line 8 or line 9 .........................................................................
PART J – Neighborhood Infrastructure Incentive Plan Credit
Note: Do not include condominium, homeowner’s or neighborhood homeowner association fees paid.
1 Local Neighborhood Infrastructure Authority District Name and Address _______________________________________________________________
________________________________________________________________________________________________________________________
2 FEIN ____________________________________
3 Local Neighborhood Infrastructure Authority District Charter Number _________________________________________________________________
4 Date of original assessment _____________________________
5 Were you assessed by the Neighborhood Infrastructure Authority District between January 1, 2012 and December 31, 2015? 
Yes 
No
If “Yes” is selected, please complete lines 6 through 9 below. If “No” is selected, no credit is allowable.
6 Enter amount of voluntary assessment paid........................................................
7 Multiply line 6 by 10% (.10)......................................................................
8 Maximum Allowable Credit ......................................................................
9 CREDIT ALLOWABLE. Enter the lesser of line 7 or line 8...............................................................................
PART K – Summary
1 TOTAL CREDITS ALLOWABLE. Add Part A, line 1, Part B, line 8, Part C, line 4, Part D, line 1, Part E, line 1, Part F, line 7, Part G, line 4,
Part H, line 6, Part I, line 10 and Part J, line 9, Enter the total here and on Schedule NTC, line 4 .............................................
Page 2
Schedule OC
(Form 40 or 40NR) 2017
Name(s) as shown on Form 40 or 40NR Your social security number
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*170009OC*
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*XX002649*
FORM
4952A
2017
ATTACH TO YOUR TAX RETURN
Alabama Department of Revenue
Investment Interest Expense Deduction
Name(s) as shown on your return
Type of return ..............
អ
Individual .............
អ
Estate ...............
អ
Trust
Identifying number
1 Interest expense on investment debts paid or accrued in 2017 See instructions. ...........................................
2 Disallowed investment interest expense from 2016 Form 4952A, line 5. .................................................
3 Total investment interest expense. Add lines 1 and 2. ...............................................................
4 Net investment income. See instructions. .......................................................................
5 Disallowed investment interest expense to be carried forward to 2018. Subtract line 4 from line 3. If zero or less, enter –0–. ......
6 Investment interest expense deduction. Enter the smaller of line 3 or line 4. See instructions..............................៑
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GENERAL INSTRUCTIONS
PURPOSE OF FORM
Interest expense paid by an individual, estate, or a trust on a loan that is
allocable to property held for investment (defined below), may not be fully de-
ductible in the current year. Form 4952A is used to figure the amount of in-
vestment interest expense deductible for the current year and the amount, if
any, to carry forward to future years.
For more details, refer to Federal Publication 550, Investment Income and
Expenses.
CAUTION: The investment interest deduction for Ala bama is computed
as if the federal passive income limitation did not exist. Net capital gain
from the disposition of investment property is included in investment
income for Alabama purposes.
WHO MUST FILE
If you are an individual, estate, or a trust, and you claim a deduction for in-
vestment interest expense, you must complete and attach Form 4952A to your
tax return unless all of the following apply:
•  Your only investment income was from interest or dividends;
•  You have no other deductible expenses connected with the production of
interest or dividends,
•  Your investment interest expense is not more than your investment income;
and
•  You have no carryovers of investment interest expense from 2016.
ALLOCATION OF INTEREST EXPENSE UNDER TEMPORARY FEDERAL
REGULATIONS SECTION 1.163-8T
If you paid or accrued interest on a loan and you used the proceeds of the
loan for more than one purpose, you may have to allocate the interest paid.
This is necessary because of the different rules that apply to investment in-
terest, personal interest, trade or business interest, and home mortgage in-
terest. See Federal Publication 550, Investment Income and Expenses.
SPECIFIC INSTRUCTIONS
LINE 1 – INVESTMENT INTEREST EXPENSE
Enter the investment interest paid or accrued during the tax year, regard-
less of when the indebtedness was incurred. Include interest paid or accrued
on a loan (or part of a loan) that is allocable to property held for investment.
Be sure to include investment interest expense reported to you on Sched-
ule K-1 from a partnership or an S corporation. Include amortization of bond
premium on taxable bonds purchased after October 22, 1986, but before Jan-
uary 1, 1988, unless you elected to offset amortizable bond premium against
the interest payments on the bond. A taxable bond is a bond on which the in-
terest is includible in gross income.
Investment interest expense does not include the following:
•  Home mortgage interest;
•  Any interest expense that is capitalized, such as construction interest sub-
ject to Federal Section 263A.
LINE 4 –  NET INVESTMENT INCOME
Net investment income is the excess, if any, of investment income over in-
vestment expenses. Include investment income and expenses reported to you
on Schedule K-1 from a partnership or an S corporation. Also include net in-
vestment income from an estate or a trust.
INVESTMENT INCOME
Investment income includes income (not derived in the ordinary course of
a trade or business) from interest, dividends (reduced by qualified dividends
per federal instructions), annuities, royalties, and net gain from the disposi-
tion of property held for investment (including capital gain distributions from
mutual funds).
PROPERTY HELD FOR INVESTMENT
Property held for investment includes property that produces investment in-
come. Property held for investment also includes an interest in an activity of
conducting a trade or business in which you did not materially participate.
INVESTMENT EXPENSES
Investment expenses are your allowed deductions, other than interest ex-
pense, directly connected with the production of investment income. For ex-
ample, depreciation or depletion allowed on assets that produce investment
income is an investment expense.
If you have investment expenses that are included as a miscellaneous
itemized deduction on line 21 of Schedule A (Form 40), or line 26 of Schedule
A (Form 40NR), you may not have to use all of the amount for purposes of line
4 of Form 4952A. The 2% adjusted gross income limitation on Schedule A
may reduce the amount.
To figure the amount to use, compare the amount of the investment ex-
penses included on line 21 of Schedule A (Form 40) with the total miscella-
neous expenses on line 24 of Schedule A. If you filed Schedule A (Form
40NR), compare the amount on line 26 with the amount on line 29. The
smaller of the investment expenses included on line 21 (or line 26) or the total
of line 24 (or line 29) is the amount to use to figure the investment expenses
from Schedule A for line 4.
Example: Assume line 21 of Schedule A (Form 40) includes investment ex-
penses of $3,000, and line 24 is $1,300 after the 2% adjusted gross income
limitation. Investment expenses of $1,300 are used to figure the amount of in-
vestment expense for line 4. If investment expenses of $800 were included on
line 21 and line 24 was $1,300, investment expenses of $800 would be used.
If you have investment expenses reported on a form or schedule other
than Schedule A, include those expenses when figuring investment expenses
for line 4.
LINE 6 –  INVESTMENT INTEREST EXPENSE DEDUCTION
This is the amount you may deduct as investment interest expense.
INDIVIDUALS
Enter the amount from line 6 on line 13 of Schedule A (Form 40 or 40NR),
even if all or part of it is attributable to a partnership or an S corporation. How-
ever, if any portion of this amount is attributable to royalties, enter that portion
of the interest expense on Schedule E (Form 40 or 40NR).
ESTATES AND TRUSTS
Enter on Form 41, Page 3, Schedule C, Column C, Line 10.
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Line 2
Adoption Expenses
Enter the total amount of adoption expenses you
paid or incurred.
The reasonable medical and legal expenses paid
or incurred by a nonresident taxpayer in connection
with the adoption of a minor may be deducted. The
term “medical expenses” include any medical and
hospital expenses of the adoptee and the adoptee’s
biological mother which are incident to the adoptee’s
birth, and subsequent medical care and which, in the
case of the adoptee, are paid or incurred before the
petition is granted. Adoption agency fees are not de-
ductible. The expenses allowed in your 2017 return
are limited to those expenses paid or incurred on or
after January 1, 2017, even though adoption pro-
ceedings may have begun before this date.
Page 2, Part IV
Federal Income Tax Deduction
The federal income tax allowed as a deduction to
a nonresident of Alabama is the amount calculated
using the federal income tax deduction worksheet
below. The balance is then prorated by the percent-
age of income earned in Alabama to the total income
from all sources. Self-Employment, Social Security,
and Medicare taxes can only be claimed if you item-
ize deductions on Schedule A.
If you filed a joint federal return and have elected
to file a separate Alabama Return, you must com-
plete all lines in Part IV to determine your allowable
deduction. If you are single or married and filing a
joint Alabama Return with your spouse, you should
skip lines 1 through 3.
If you are a nonresident alien with income earned
in Alabama, the deduction for Federal Income Tax
should be computed by applying the ratio of Ala-
bama source income to total income received from
sources within the United States. In other words, in
the case of a nonresident alien, total income from all
sources does not include foreign source income that
is not required to be reported for Federal Income Tax
purposes.
Alabama income is determined for nonresident
aliens in the same manner as for other nonresidents.
Line 1
Enter your joint federal adjusted gross income.
Line 2
Enter your federal adjusted gross income.
Line 3
Divide line 2 by line 1.
Line 4
Enter federal income tax liability from line 6 of
Federal Income Tax Deduction Worksheet below.
Line 5
Enter percentage from line 3 if you completed lines
1 through 3 multiply line 4 by the percentage on line
3.
PLEASE NOTE: The Federal line references were
correct at the time these forms and instructions were
printed. However, there may have been changes to
Federal forms after our print deadline and the line
numbers referenced for our forms may have
changed. If you have questions as to the correct line
number on the Federal return, please feel free to call
one of our taxpayer service centers listed on page 2.
Line 6
Enter percentage from page 1, line 10.
Line 7
If you completed lines 1-3 above, multiply line 5
by the percentage on line 6. Otherwise, multiply line
4 by the percentage on line 6.
Page 2, Part V
Dependents
Before completing this section, see page 8 of
these instructions for the definition of a de-
pendent. Please follow the line-by-line instruc-
tions on Form 40NR to complete this section.
Page 2, Part VI
General Information
ALL TAXPAYERS MUST
COMPLETE THIS SECTION
Please follow the line-by-line instructions on
Form 40NR to complete this section.
SECTION
General
4Information
This section contains general information about
items such as amending your tax return, how long
to keep records, filing a return for a deceased per-
son, and when you should receive your refund.
Substitute Tax Forms
You may not use your own version of a tax form
unless it meets the requirements of the Alabama De-
13
Federal Income Tax Deduction Worksheet
1 Enter the tax as shown on line 56, Form 1040, line 37 on Form 1040A,
line 10 on Form 1040EZ or line 53 on Form 1040NR ..............................................................
1
2 Net Investment Income Tax. Enter amount from line 17, Form 8960 .................................................. 2
3 Federal Tax. Add lines 1 and 2................................................................................. 3
4aEarned Income Credit (EIC). Enter the amount from line 66a, Form 1040,
line 42a on Form 1040A or line 8a on Form 1040EZ...............................
4a
b Additional Child Tax Credit. Enter the amount from line 67, Form 1040,
line 43 on Form 1040A, or line 64 on Form 1040NR ...............................
4b
c American Opportunity Credit.
Enter the amount from line 68, Form 1040 or line 44 on Form 1040A.................
4c
d Credits from Forms 2439.
Enter the amount from line 73, Form 1040 or line 69 on Form 1040NR ...............
4d
5 Add lines 4a, b, c and d ...................................................................................... 5
6 Subtract line 5 from line 3 and enter on line 12 on Form 40, line 9 Form 40A or
page 2, Part IV, line 4, on Form 40NR. If amount is negative enter zero.............................................
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*171103W2*
SCHEDULE
W-2
(FORM 40, 40A, or 40NR)
2017
ADOR
Alabama Department of Revenue
Wages, Salaries, Tips, etc.
Form must be completed fully in order to receive proper credit for your Alabama income tax withheld.
Attach a copy of all withholding statements to your return
C
Statutory
Employee
D
Schedule
C/C-EZ
Filed?
NAME(S) AS SHOWN ON TAX RETURN PRIMARY SOCIAL SECURITY NO. SPOUSE SOCIAL SECURITY NO.
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A
Employee’s Social
Security Number on W-2
B
Employer’s
Identification Number (EIN)
E
State
Code
F
Alabama
Employer’s
State ID Number
G
Alabama State
Income Tax Withheld
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H
Federal Wages
(Box 1 of Form W-2)
I
Alabama State Wages
(Box 16 of Form W-2)
J
Additional Taxable Wages –
Other States
TOTAL ALABAMA TAX WITHHELD FROM W-2S. Total lines 1-15, Column G and enter the amount here .......
ALABAMA TAX WITHHELD FROM 1099s AND W-2Gs. Enter the total Alabama Income Tax Withheld
from all Form 1099s and Form W-2Gs received. See instructions on where to report the income from
these statements ......................................................................................
TOTAL WAGES AND TOTAL ALABAMA TAX WITHHELD FROM W-2S, 1099S, AND W-2GS.
See instructions. .......................................................................................
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Reset Schedule W2
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-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 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 cause problems with processing. This
information will be contained in the 2-D barcode when you print the form.
-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 the costs associated with processing your return.
-This form has a MFS option which saves the data and allows you to complete
your form in multiple sessions. Please press the RESET button after you finish
printing your form in Adobe Reader to delete the saved information.
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Completed 8 April 2020

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