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  • Who should you contact for assistance with the credit submission process or questions about individual income tax credits?

Who should you contact for assistance with the credit submission process or questions about individual income tax credits?

Individual taxpayers needing assistance with the credit claim process or who have questions about available tax credits should call the Individual Income Tax Audit and Appeals Division at 334-353-9770.

Related FAQs in Individual Income Tax, Tax Incentives

Yes, Alabama allows resident individuals to claim a tax credit for income taxes imposed by other states. This credit is claimed on Form 40, Schedule CR. A copy of the other state’s return and a copy of the state Schedule K-1 should be included as documentation of this credit.

If the individual does not file an individual income tax return in the other state or the state provides an exclusion of income, include a proforma return calculating the tax at the other state’s rate and a copy of the state Schedule K-1 as documentation of this credit.

Note: Any Pass-Through Entity tax deducted on the Pass-Through Entity’s federal return, which reduces the taxable income reported on the owner’s K-1, should be added back to compute Alabama taxable income.

Individual taxpayers needing assistance with the credit claim process or who have questions about available tax credits should call the Individual Income Tax Audit and Appeals Division at 334-353-9770.

Individuals that have a My Alabama Taxes account should complete the following steps:

  • Log in to using your user ID and password.
  • Scroll to the Individual Income Tax portion of the page and select “Submit a Credit Claim” located in the Tax Incentives box.
  • Introduzca la información solicitada para la solicitud de crédito: Tipo de crédito, Periodo de presentación, Importe del crédito y cargue los anexos (incluya la documentación recibida para verificar la autorización del crédito). Seleccione "Siguiente".
  • Revise la información introducida en el paso 4. Seleccione "Anterior" para editar la información o seleccione "Enviar" para enviar la solicitud de crédito para su revisión.

 

Individuals that do not have a My Alabama Taxes account and are unable to create one should complete the following steps:

  • Go to the My Alabama Taxes homepage (www.myalabamataxes.alabama.gov).
  • Scroll to the “Individuals” box and click “Submit an Individual Credit Claim.”
  • Enter the requested taxpayer information: full legal name, Social Security number, email address, and contact number. Select “Next.”
  • Enter the requested information for the credit claim: Credit Type, Filing Period, Credit Amount Requested, and upload attachments (include documentation received to verify the authorization of the credit). Select “Previous” to return to Step 3 to edit the information or “Next” to review the credit claim.
  • Revise la información introducida en el paso 4. Seleccione "Anterior" para editar la información o seleccione "Enviar" para enviar la solicitud de crédito para su revisión.

If the credit is from a Schedule K-1 issued by a pass through entity, the credit claim will be submitted by the pass-through entity, and no action is required by the individual. The credit claim must be submitted by the entity and approved by the Alabama Department of Revenue before the credit will be allowed on an individual’s income tax return. The pre-certification process must be completed by each entity that was allocated a credit until the credit is allocated to the individual claiming the credit. Additional information about credit pre-certification for pass-through entities can be found at https://revenue.alabama.gov/tax-incentives/.

These credits will be subject to an approval process when the tax return is filed claiming the credit. The following are credits that do not require pre-certification by an individual income taxpayer through My Alabama Taxes:

 

  • Crédito fiscal por adopción en Alabama
  • Credit for Transferring from Failing Public School to Nonfailing Public or Nonpublic School
  • Alabama Accountability Act Credit – Scholarship Granting Organization (SGO) portion*
  • Investment Credit (Alabama Jobs Act)**
  • Crédito portuario
  • Crédito por impuestos pagados a otros Estados
  • Crédito de doble matriculación
  • Growing Alabama Credit***
  • Innovating Alabama Credit***
  • Rural Physician Credit
  • Alabama Enterprise Zone Act Credit
  • Credit for Taxes Paid to a Foreign Country
  • Crédito de capital del impuesto sobre la renta

 

*Alabama Accountability Act Credit – Scholarship Granting Organization (SGO) portion – The process for reserving a donation to an SGO remains unchanged. Only pass-through entity filers are required to complete the new pre-certification process in My Alabama Taxes for donations made to an SGO when the Alabama Accountability Act Credit is passed through to its members.

 

**Investment Credit (Alabama Jobs Act) – The approval of this credit is managed through the Department of Commerce. Once the Department of Commerce has approved the annual certification, ALDOR will notify the investing company to complete an allocation schedule through My Alabama Taxes. See https://revenue.alabama.gov/tax-incentives/.

 

***Growing Alabama Credit and Innovating Alabama Credit – The process for reserving a donation to an EDO remains unchanged.

All credits that require pre-certification must be submitted through My Alabama Taxes. Individual filers can remit the necessary information through their individual income tax account in My Alabama Taxes, or by selecting the “Submit a Credit Claim” option from the “Other links” menu in My Alabama Taxes. The credits that require pre-certification by individual income tax filers are:

 

  • Crédito del carbón
  • Ley de pleno empleo de 2011
  • Ley de Empleo de los Veteranos - Crédito para el empleador
  • Veterans Employment Act – Business Start-up Expenses Credit
  • Qualified Irrigation/Reservoir System Credit
  • Crédito fiscal para la rehabilitación histórica de Alabama 2013
  • Crédito fiscal para el aprendizaje
  • Crédito fiscal para la rehabilitación histórica de Alabama 2017
  • Ley de modernización del ferrocarril de 2019
  • Storm Shelter Credit
  • Volunteer Emergency Responders Tax Credit
  • Neighborhood Infrastructure Incentive Plan Credit*
  • Reembolso de la película en Alabama

 

*The Neighborhood Infrastructure Incentive Plan Credit – This credit expired in 2015. However, there may be some individual income tax filers that still qualify to claim this credit since there is a 10-year period over which the credit can be claimed.