Form 40 Schedule A, B, DC - Alabama

What Is Form 40 Schedule A, B, DC?

This is a legal form that was released by the Alabama Department of Revenue - a government authority operating within Alabama. As of today, no separate filing guidelines for the form are provided by the issuing department.

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Download Form 40 Schedule A, B, DC - Alabama

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2017
A,B,&DC
SCHEDULES
17000440
Alabama Department of Revenue
Schedule A–Itemized Deductions
(FORM 40)
(Schedules B and DC are on back page)
ATTACH TO FORM 40 — SEE INSTRUCTIONS FOR SCHEDULE A
Name(s) as shown on Form 40
Your social security number
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. PART-YEAR RESIDENTS: A resident of Alabama for only a part of the year should list below
only those deductions actually paid while a resident of Alabama.
Medical and
CAUTION: Do not include expenses reimbursed or paid by others.
1
1 Medical and dental expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Dental Expenses
00
2 Enter amount from Form 40, line 10.. . . . . . . . . . . . . .
2
00
3 Multiply the amount on line 2 by 4% (.04). Enter the result. . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
(See page 19)
00
4 Subtract line 3 from line 1. Enter the result. If zero or less, enter –0–. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
00
5 Real estate taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
00
6
6 FICA Tax (Social Security and Medicare) and Federal Self-Employment Tax.. . . . . . . . . . .
Taxes You Paid
00
7 Railroad Retirement (Tier 1 only). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
00
8 Other taxes. (List – include personal property taxes.)
(See page 19)
8
00
9 Add the amounts on lines 5 through 8. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
00
10a
10a Home mortgage interest and points reported to you on Federal Form 1098. . . . . . . . . . . . .
00
b Home mortgage interest not reported to you on Federal Form 1098. (If paid to
Interest You Paid
an individual, show that person’s name and address.)
(See page 19)
10b
00
11
11 Qualified mortgage insurance premiums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
NOTE: Personal
00
12 Points not reported to you on Form 1098. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
interest is not
00
deductible.
13
13 Investment interest. (Attach Form 4952A.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
14 Add the amounts on lines 10a through 13. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
00
CAUTION: If you made a charitable contribution and received a benefit in return,
Gifts to Charity
see page 19.
15 Contributions by cash or check. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
00
16
16 Other than cash or check. (You MUST attach Federal Form 8283 if over $500.). . . . . . . . .
00
(See page 19)
17 Carryover from prior year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
00
18 Add the amounts on lines 15 through 17. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
00
Casualty and
19a
19a Enter the amount from Federal Form 4684, line 16 (See page 20). . . . . . . . . . . . . . . . . . . . .
Theft Loss
00
b Enter 10% of your Adjusted Gross Income (Form 40, line 10). . . . . . . . . . . . . . . . . . . . . . . . .
19b
00
c Subtract line 19b from line 19a. If zero or less, enter –0–. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19c
(Attach Form 4684)
00
20 Unreimbursed employee expenses — job travel, union dues, job education, etc.
(You MUST attach Federal Form 2106 if required. See instructions.)
Job Expenses
20
and Most Other
00
21 Other expenses (investment, tax preparation, safe deposit box, etc.). List type
Miscellaneous
Deductions
and amount.
21
00
22
22 Add the amounts on lines 20 and 21. Enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(See page 20)
00
23 Multiply the amount on Form 40, line 10 by 2% (.02). Enter the result here.. . . . . . . . . . . . .
23
00
24 Subtract line 23 from line 22. Enter the result. If zero or less, enter –0–.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
00
25 Other (from list on page 21 of instructions). List type and amount.
Other
Miscellaneous
Deductions
25
00
Qualified Long-
Term Care Ins.
CAUTION: Do not include medical premiums.
Premiums
26 Enter amount here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
26
Total Itemized
00
27 Add the amounts on lines 4, 9, 14, 18, 19c, 24, 25, and 26. Enter the total here. Then
Deductions
27
00
ADOR
enter on Form 40, page 1, line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule A (Form 40) 2017
2017
A,B,&DC
SCHEDULES
17000440
Alabama Department of Revenue
Schedule A–Itemized Deductions
(FORM 40)
(Schedules B and DC are on back page)
ATTACH TO FORM 40 — SEE INSTRUCTIONS FOR SCHEDULE A
Name(s) as shown on Form 40
Your social security number
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. PART-YEAR RESIDENTS: A resident of Alabama for only a part of the year should list below
only those deductions actually paid while a resident of Alabama.
Medical and
CAUTION: Do not include expenses reimbursed or paid by others.
1
1 Medical and dental expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Dental Expenses
00
2 Enter amount from Form 40, line 10.. . . . . . . . . . . . . .
2
00
3 Multiply the amount on line 2 by 4% (.04). Enter the result. . . . . . . . . . . . . . . . . . . . . . . . . . . .
3
(See page 19)
00
4 Subtract line 3 from line 1. Enter the result. If zero or less, enter –0–. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4
00
5 Real estate taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5
00
6
6 FICA Tax (Social Security and Medicare) and Federal Self-Employment Tax.. . . . . . . . . . .
Taxes You Paid
00
7 Railroad Retirement (Tier 1 only). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
7
00
8 Other taxes. (List – include personal property taxes.)
(See page 19)
8
00
9 Add the amounts on lines 5 through 8. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9
00
10a
10a Home mortgage interest and points reported to you on Federal Form 1098. . . . . . . . . . . . .
00
b Home mortgage interest not reported to you on Federal Form 1098. (If paid to
Interest You Paid
an individual, show that person’s name and address.)
(See page 19)
10b
00
11
11 Qualified mortgage insurance premiums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
NOTE: Personal
00
12 Points not reported to you on Form 1098. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
12
interest is not
00
deductible.
13
13 Investment interest. (Attach Form 4952A.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
14 Add the amounts on lines 10a through 13. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
14
00
CAUTION: If you made a charitable contribution and received a benefit in return,
Gifts to Charity
see page 19.
15 Contributions by cash or check. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15
00
16
16 Other than cash or check. (You MUST attach Federal Form 8283 if over $500.). . . . . . . . .
00
(See page 19)
17 Carryover from prior year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
17
00
18 Add the amounts on lines 15 through 17. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
18
00
Casualty and
19a
19a Enter the amount from Federal Form 4684, line 16 (See page 20). . . . . . . . . . . . . . . . . . . . .
Theft Loss
00
b Enter 10% of your Adjusted Gross Income (Form 40, line 10). . . . . . . . . . . . . . . . . . . . . . . . .
19b
00
c Subtract line 19b from line 19a. If zero or less, enter –0–. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19c
(Attach Form 4684)
00
20 Unreimbursed employee expenses — job travel, union dues, job education, etc.
(You MUST attach Federal Form 2106 if required. See instructions.)
Job Expenses
20
and Most Other
00
21 Other expenses (investment, tax preparation, safe deposit box, etc.). List type
Miscellaneous
Deductions
and amount.
21
00
22
22 Add the amounts on lines 20 and 21. Enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(See page 20)
00
23 Multiply the amount on Form 40, line 10 by 2% (.02). Enter the result here.. . . . . . . . . . . . .
23
00
24 Subtract line 23 from line 22. Enter the result. If zero or less, enter –0–.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
24
00
25 Other (from list on page 21 of instructions). List type and amount.
Other
Miscellaneous
Deductions
25
00
Qualified Long-
Term Care Ins.
CAUTION: Do not include medical premiums.
Premiums
26 Enter amount here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
26
Total Itemized
00
27 Add the amounts on lines 4, 9, 14, 18, 19c, 24, 25, and 26. Enter the total here. Then
Deductions
27
00
ADOR
enter on Form 40, page 1, line 11. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule A (Form 40) 2017
17000540
Sch. A, B, & DC
(Form 40) 2017
Page 2
Name(s) as shown on Form 40 (Do not enter name and social security number if shown on other side)
Your social security number
SCHEDULE B – Interest And Dividend Income
If you received more than $1500 of interest and dividend income, you must complete Schedule B. See instructions on page 21.
B
A
List Payers and Amounts
Taxable Interest
Exempt Interest
and Dividends
1
00
00
I
00
00
N
00
00
T
E
00
00
1
1
R
00
00
E
S
00
00
T
00
00
00
00
00
00
2
00
D
I
00
V
00
I
00
D
2
E
00
N
00
D
S
00
00
00
3
TOTAL TAXABLE INTEREST AND DIVIDENDS
3
00
Enter here and on Form 40, page 1, line 6. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
SCHEDULE DC – Donation Check-Offs
1 You may donate all or part of your overpayment. (Enter the amount in the appropriate boxes.)
a Senior Services Trust Fund . . . . . . . . . . . . . . . . . . . . . . .
k Alabama Breast & Cervical Cancer Program . . . . . . . . . . . . . . .
00
00
b Alabama Arts Development Fund . . . . . . . . . . . . . . . . . .
l Victims of Violence Assistance . . . . . . . . . . . . . . . . . . . . . . . .
00
00
c Alabama Nongame Wildlife Fund . . . . . . . . . . . . . . . . . .
m Alabama Military Support Foundation . . . . . . . . . . . . . . . . . . . . .
00
00
d Child Abuse Trust Fund. . . . . . . . . . . . . . . . . . . . . . . . . . .
n Alabama Veterinary Medical Foundation
00
e Alabama Veterans Program . . . . . . . . . . . . . . . . . . . . . . .
00
00
Spay-Neuter Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
f Alabama State Historic Preservation Fund . . . . . . . . . .
o Cancer Research Institute . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
g Archives Services Fund. . . . . . . . . . . . . . . . . . . . . . . . . . .
p Alabama Association of Rescue Squads. . . . . . . . . . . . . . . . . . .
00
00
h Foster Care Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
q USS Alabama Battleship Commission. . . . . . . . . . . . . . . . . . . . .
00
00
i Mental Health . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
r Children First Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
00
j Alabama Firefighters Annuity and Benefit Fund . . . . . .
00
2 Total Donations. Add lines 1a, b, c, d, e, f, g, h, i, j, k, l, m, n, o, p, q, and r. Enter here and on Form 40, page 1, line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
00
ADOR
Schedules B, & DC (Form 40) 2017
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