Instructions for Calculated/Fillable Form 40

The Form 40 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.

• Updates to Computed Form 40 - The page will show you what changes have been made to the Form 40 when it is updated.

• Requirements for downloading forms

  You MUST have a copy of Adobe Acrobat Reader 4.0 or later installed on your computer in order to view and print these forms. You can download a copy from the Adobe website. It is also necessary to use either Netscape 3.0 or Internet Explorer 3.0 or later versions in order to accurately view or download these forms. Earlier versions of these browsers, as well as others, do not have the "font catching" capabilities needed to properly use these forms.

• Calculated Fields - The fields highlighted in yellow are read-only fields and no data can be entered in these fields. Data can be entered in the fields shown in white.

• Interest and Dividend Income - If you have Interest and Dividend Income less than $1,500, you still need to fill out the Schedule B. Click on the GO TO SCHEDULE B Button and enter your information. Then press the Return to Page 1 button to return to the First Page.

• More than One Schedule D and/or Schedule E - If you have more than one Schedule D or Schedule E, use the additional Schedule D and Schedule E to fill out the total number needed and print them out. On Page 2, Part I of the Form 40, there is a checkbox for more than one Schedule D (line 3) and another checkbox for more than one Schedule E (line 6). Check the checkbox that applies and it will change the field to transparent. Enter the Total amount of Income/Loss from all the Schedule Ds on line 3 and/or the Total amount of Income/Loss from all the Schedule Es on Line 6. Attached ALL the Schedules D and E to the printed return.

• Navigation Buttons - The buttons in Blue are there to navigate to the different pages. You also can move to the different screen by using the navigation buttons available in Acrobat and Acrobat Reader.

• Printing Form - You must use the green PRINT FORM button to print your form. If you try to print the form using the Print command in Acrobat or Acrobat Reader, you will get one page with a statement and eight blank pages.
  
• Alabama Income Tax Withheld from 1099R or W-2Gs - If you have Alabama income tax withheld from your 1099R or W-2G, enter the tax withheld on line 6, Column A of Form 40, Page 1 and enter a zero in Column B for Income. Enter the income amount of the Pension/Annuities on lines 5a and 5b of page 2, Part I of the Form 40. Enter your Gambling Winnings on line 8 of Part I, Page 2 of the Form 40. IRA distributions are reported on lines 4a and 4b of Page 2, Part I of the Form 40.

• Schedule CR - The Schedule CR is not computed. You must enter the information and compute the amount of the Schedule CR

• 2D Barcode - The Form 40 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.

• Direct Deposit of Refunds - The Direct Deposit option is available on this version of the Form 40. Please make sure you check the box on the bottom of Page 1 and enter your Routing and Account Number Information. Please double-check your routing and account number information before you print your form. In order to use the Direct Deposit option, you must print the form with the 2-D barcode. Any returns submitted without the 2-D Barcode will be processed manually and a paper check will be sent.

• Saving Form - You will not be able to save your return unless you have the complete version of Acrobat. You cannot save the return in Acrobat Reader. Therefore, please make sure that you print a copy for your records.

  If you have any problems or suggestions, please CONTACT US under Troubleshooting for Forms.