Flag_of_Alabama.svg
An official website of the Alabama State government.

The .gov means it's official

Government websites often end in .gov or .mil. Before sharing sensitive information, make sure you’re on an official government site.

The site is secure

The https:// ensures that you are connecting to the official website and that any information you provide is encrypted and transmitted securely.

Services

Services

Business and License

Business and License

Collections

Collections

Entity Registration

Entity Registration

Human Resources

Human Resources

Income Tax

Income Tax

Legal

Legal

Motor Vehicle

Motor Vehicle

Property Tax

Property Tax

Sales and Use

Sales and Use

Tax Incentives

Tax Incentives

Tax Policy

Tax Policy

  • Homepage
  • >
  • Does Alabama have a simplified or EZ form?

Does Alabama have a simplified or EZ form?

The Simplified Short Form or 40EZ is available online to taxpayers who meet all of the following requirements:
• Is an Alabama resident.
• Has filed an Alabama Income Tax Return in a prior year or has a valid Alabama Driver’s License.
• Has a filing status of either Single or Married Filing Jointly.
• Has not made any estimated tax payments for the tax year.
• Has a total combined wage income of less than $100,000.
• Has no reportable income other than wages (no interest, dividends, retirement, pension, rents, gains, losses, etc.).
• Will claim no dependents.
• Will claim no itemized deductions.
• Will claim no federal income tax deduction.
• Will claim no income tax credits or adjustments to income.

Go to https://myalabamataxes.alabama.gov/ under “Quick Links” for Individuals, select the “File a Simplified Short Form 40EZ”. Note: The link may not be available before the IRS opens for e-file opens or after the due date of the return.

Since the only deductions allowed filing the simplified short form are the optional increased standard deduction and personal exemption, a taxpayer may benefit from filing a Form 40 rather than a Form 40EZ. The Form 40EZ is beneficial to those who have only wages and meet the requirements shown above. If you need to amend your Form 40EZ for any reason you will need to submit a paper Form 40 or Form 40A.

Additionally, by filing a Form 40EZ you agree to the following statement before submitting your return.

“Pursuant to Act 2017-405, Ala. Acts 2017, by claiming the optional, increased standard deduction, I acknowledge that I am knowingly and voluntarily foregoing any right to claim the federal income tax deduction otherwise allowed by section 40-18-15, Ala. Code 1975. I also acknowledge that I am knowingly and voluntarily foregoing the right to claim any and all other deductions, credits, and exemptions that would otherwise be available to me.”

The Simplified Short Form or 40EZ is available online to taxpayers who meet all of the following requirements:
• Is an Alabama resident.
• Has filed an Alabama Income Tax Return in a prior year or has a valid Alabama Driver’s License.
• Has a filing status of either Single or Married Filing Jointly.
• Has not made any estimated tax payments for the tax year.
• Has a total combined wage income of less than $100,000.
• Has no reportable income other than wages (no interest, dividends, retirement, pension, rents, gains, losses, etc.).
• Will claim no dependents.
• Will claim no itemized deductions.
• Will claim no federal income tax deduction.
• Will claim no income tax credits or adjustments to income.

Go to https://myalabamataxes.alabama.gov/ under “Quick Links” for Individuals, select the “File a Simplified Short Form 40EZ”. Note: The link may not be available before the IRS opens for e-file opens or after the due date of the return.

Since the only deductions allowed filing the simplified short form are the optional increased standard deduction and personal exemption, a taxpayer may benefit from filing a Form 40 rather than a Form 40EZ. The Form 40EZ is beneficial to those who have only wages and meet the requirements shown above. If you need to amend your Form 40EZ for any reason you will need to submit a paper Form 40 or Form 40A.

Additionally, by filing a Form 40EZ you agree to the following statement before submitting your return.

“Pursuant to Act 2017-405, Ala. Acts 2017, by claiming the optional, increased standard deduction, I acknowledge that I am knowingly and voluntarily foregoing any right to claim the federal income tax deduction otherwise allowed by section 40-18-15, Ala. Code 1975. I also acknowledge that I am knowingly and voluntarily foregoing the right to claim any and all other deductions, credits, and exemptions that would otherwise be available to me.”

Related FAQs in Filing, Individual Income Tax

The ONE SPOT system will allow returns to be filed with ACH Debit and ACH Credit method payments only. The system will not allow an ACH Debit taxpayer to complete their return filing without completing the necessary information to authorize the ACH Debit payment. The ACH Credit payment is separate from the ONE SPOT system and must be initiated by the taxpayer through their banking institution. Returns successfully submitted for ACH Debit and ACH Credit taxpayers will be exported to the local government.

Upon the completion of the Third Party Designation Form, ALDOR can provide the returns, payments and payment data files to the authorized third party administrator.

When an electronic payment is received by ALDOR in error, the payment will post to the taxpayer’s ALDOR local tax account. ALDOR will not be able to automatically transfer these payments to the non-administered local government due to the possibility the taxpayer’s payment will reject after ALDOR has transferred the payment, causing complicated collection issues. ALDOR will need the taxpayer to advise the Department with what to do with that payment.

The only non-administered local government taxes to be processed through ALDOR will be payments received as the result of legal action, such as final assessment, garnishments, and liens, entered into when the local government was state administered. Payment data for these payments will be available during the first week (5-10 working days) of the month following the tax collection period through the ALDOR website.