Alabama General Information

Transcription

1 ALGen Alabama General Information Miscellaneous ALGen (0) AL Filing status (Force)( = Single, = Head of family) Married filing separate spouse social security number (If information is not entered on federal Screen 00) Former spouse social security number if divorced and made joint estimated payments Standard or itemized deductions (Force)( = Standard, = Itemized) Reason for not filing last year Current employer name: (Force) Taxpayer ( = Self Employed, = None) Spouse ( = Self Employed, = None) Income not reported on Alabama return Suppress system-generated items Authorize discussion with state taxing authority (If different from option selected on federal Screen 00) ( = Yes, = No) General footnote 0 No use tax due Sales and use tax on out of state purchases Consumer Use Tax Contributions Political Contributions Election campaign fund contribution ($.00)( = Democratic party fund, = Republican party fund) Taxpayer Spouse Senior Services Trust Fund Arts Development Fund Nongame Wildlife Fund Child Abuse Trust Fund Veterans Program Historic Preservation Fund Archives Services Fund Foster Care Trust Fund Mental Health Firefighters Benefit Fund Breast and Cervical Cancer Program Victims of Violence Assistance Military Support Foundation Spay-Neuter Program Cancer Research Institute Association of Rescue Squads USS Alabama Battleship Commission Children First Trust Fund Charitable Donations 0 0,, 0 INDIVIDUAL

2 ALEst Alabama Estimates Overpayment Application ALEst (0) AL Application of 0 overpayment = Refund 00% of overpayment = Apply 00% of overpayment to 0 estimate, refund excess = Apply to first estimate, refund excess = Apply equally to each estimate, refund excess = Apply amount specified below to estimates until exhausted, refund excess = Apply to first and second estimates, refund excess = Apply 00% of overpayment to 0 estimates, no refund = Apply amount specified below to 0 Amount for code or Do not calculate estimates for code or (If Estimates - declaration for 0 is blank) Estimates - declaration for 0 = Use 0 liability (Default when overpayment applied to 0 = Use 0 liability adjusted by amounts below = Use 0 liability even if less than $00 = Print vouchers with amount fields blank * = Use amounts entered below, before overpayment Number of 0 vouchers desired = Four vouchers A = First voucher Estimates - Calculated State estimated payments for 0 are entered on federal Screen St Pmt. *Adjust printing of filing instructions on federal Screen Est for codes and. = Last three vouchers B = Second voucher = Last two vouchers C = Third voucher = Use 0 amounts adjusted by amounts below = Suppress printing of vouchers * = Use tax from Tax Projection Worksheet (Resident or nonresident states only) = Use amounts entered below Withholding adjustment Amount for code Amounts for code, or 0 estimates paid: st payment nd payment rd payment th payment Amounts for code : Taxable income Tax Credits Options for code (A = 0%, B = /%, C = Add desired refund amount) Amount of refund desired Do not proforma 0 declaration code, use code or code for 0 estimates = Use current year liability, = Use current year liability even if less than $00 = Last voucher Amounts for code or 0 Estimates Paid 0 0 Amount to round up each estimate Treat th quarter estimate as due on //,, 0 INDIVIDUAL

3 ALAmend Alabama Amended Return General Information ALAmend (0) AL Explanation of changes Transfer original information Amount paid with original return Amount refunded on original return Form 0ES Estimates Recalculated Do not recalculate estimated tax payments (Retain estimates as originally calculated) st payment nd payment rd payment th payment Overpayment applied to 0 estimated tax 0 Originally calculated,, 0 INDIVIDUAL

4 ALSTCr Alabama Credit for Taxes Paid to Other State State Income and Tax Information ALSTCr (0) AL State postal code and name Income taxable to other state Tax due other state using Alabama rates Tax due other state as shown on that return State adjusted gross income 0 Calculated Force,, 0 INDIVIDUAL

5 ALItmd Alabama Itemized Deductions Medical Expenses ALItmd (0) AL Medical and dental expenses Miles driven (. per mile) SE health insurance premiums (Force) Long-term care premiums (Force) Tax Expenses Real estate taxes FICA tax (Force) Prior year federal SE taxes Railroad retirement (Force) Other taxes Local taxes (Not entered elsewhere) 0 Interest Expenses Home mortgage interest: From Form 0 Other Refinancing points paid Mortgage insurance premiums Prepaid mortgage insurance Charitable Contributions Form A : Investment interest (Other than on K-s) Disallowed investment int (Force) Adjustment to investment income Casualty or theft loss (Force) 0 Cash or check Miles driven (Force)(. per mile) Noncash Form amounts Miscellaneous Expenses Subject to % Limitation Unreimbursed employee expenses Union dues (Force) Tax preparation (Force) Section carryover Other expenses 0 Hobby expenses Investment expenses Not Subject to % Limitation Other expenses Bond premium amortization Gambling losses Suppress carry of home office interest, qualified mortgage insurance and taxes to Schedule A Net income for home office (Force) Net income for home office (Force) Home office expense (Force),, 0 INDIVIDUAL

6 AL0M FIN Payer's name Alabama Miscellaneous Income Form T, S, J* AL0M (0) State* General Information Items marked with asterisk (*) are only applicable when Form field equals "blank" Federal, State, Federal code, Subject to self employment tax and State use codes are applied to boxes through, through and All other form types use the equivalent information on the applicable form/schedule's main screen AL Report income on Schedule C as gross receipts (Default is Schedule C Other income) Report income on Schedule F as Custom hire (Default is Schedule F Other income) Federal, State* (Blank = Both, F = Federal, S = State) (Applied to boxes -, - and ) Federal code* (Applied to boxes -, - and ) Taxable crop insurance proceeds received in current year (Box 0 amount) Do not include box proceeds as other income (Taxable amount is entered elsewhere in the return) 0 Payer's address, and ZIP code+ Foreign address Foreign postal code 0 0-MISC Facsimile Rents Royalties Other income Federal income tax withheld Fishing boat proceeds Medical and health care payments Nonemployee compensation Substitute pymts in lieu of dividends/ interest Payer made direct sales of 0 Crop insurance proceeds $,000 or more of consumer products to a buyer (recipient) for resale+ 0 Foreign tax paid Foreign country or US possession Account number (see instructions)+ Excess golden parachute Gross proceeds paid to an attorney payments a Section 0A deferrals b Section 0A income State W/H State/Payer's state no. State income State Amount 0 +Available for UltraTax CS data mining, not used in tax return preparation,, 0 INDIVIDUAL

7 ALBank Alabama Direct Deposit, Electronic Funds Withdrawal Direct Deposit and Electronic Funds Withdrawal Alabama electronic funds withdrawal is available only when filing electronically Suppress direct deposit of refund Use Refund Advantage for refund deposit (Available when filing electronically and bank product is selected on federal Screen RAL) Enable electronic funds withdrawal for a balance due return Date of withdrawal (If other than original due date of return) Account Information Enter account information for Alabama direct deposit or electronic funds withdrawal Primary account information transfers from federal Screen Bank Routing transit number Name of financial institution Depositor account number Type of account ( = Savings, = Checking, = IRA (Deposit only,where state allows)) Non-US financial institution (International ACH transaction) ALBank (0) AL,, 0 INDIVIDUAL

8 AL0R Alabama Pension and Annuity Distributions Retirement Information Enter information for IRA, SEP, Keogh, 0(k) or 0(b) accounts which are not fully deductible Total value of account at year end Nondeductible contributions Amounts withdrawn and excluded in previous year Form 0R - Retirement Distributions AL0R (0) AL Payer's name Taxpayer/Spouse (T/S) State postal code State use Payer's address Gross distribution Health Insurance premiums 0 Foreign address Foreign postal code Federal ID number Amount of rollover Death benefit exclusion Account number (optional) a Taxable amount Pension and Annuity Information Distribution code IRA/SEP/SIMPLE Qualified charitable distribution Qualified HSA funding distribution Qualified PSO exclusion 0 Pension code ( = General rule, = Simplified method) Investment cost in contract Annuity starting date Number of payments expected Number of months covered this year if not Amounts received tax free post Expected return First periodic payment amount Number of payments received this year Investment recovered in past 0 Form RRB-0-R RRB-0-R Box Repayments Treatment for repayments of more than $,000,, 0 INDIVIDUAL

9 ALRent Description Alabama Rent and Royalty Property Rent and Royalty Property - General Information T, S, J State ALRent (0) AL Property address: Street City, state, zip code Foreign country code/name 0 Foreign province/county Foreign postal code Type of property ( = Single family residence, = Multi-family residence, = Vacation/Short-term, = Commercial, = Land = Royalties, = Self-rental, = Other (describe), = Nonbusiness personal property) Description of other rental type Payments were made that require filing Form(s) 0 ( = Yes, = No) If yes, all required Forms 0 were or will be filed ( = Yes, = No) Fair rental days (If not full year) (For types,,,,, and only) (Use screen Screen Rent- for type ) Qualified joint venture Ownership percentage, if not 00 (xxx.xx) Business use percentage, if not 00 (Not vacation home percentage)(xxx.xx) Suppress carry of interest, qualified mortgage insurance and taxes to Alabama Schedule A Inactive activity for 0 (Data entered for this activity will have no impact on tax return) Income and Other Income Rents and royalties Prior year Section (Force) Recomputed Section (Force) Prior year Section 0F (Force) Recomputed Section 0F (Force) 0 Advertising Auto (Force) Travel Cleaning & maintenance Commissions Insurance Legal and professional Management fees Mortgage interest Other mortgage interest Qualified mtg insurance Amount 0 0 (xxx.xx) Expenses Percentage Other interest Repairs Supplies Taxes Utilities Depreciation (Force) Section carryover Depletion (Force) Other Refinancing points paid Amount 0 Percentage (xxx.xx) Carry non-business expenses to indicated home office: Form/Schedule Home ID Suppress carry of Form interest, qualified mortgage insurance and taxes to Schedule A Net income for home office Net income for home office 0 0,, 0 INDIVIDUAL

10 ALC EIN Business name Principal business or profession Alabama Profit or Loss from Business General Information Business code Business address (If different than home address) City, state, zip code Accounting method ( = Cash, = Accrual, =Other) If other: Inventory method ( = Cost, = LCM, = Other) If other, attach explanation Change in inventory Material participation ( = Yes, = No) Began or acquired this business this year Payments were made that require filing Form(s) 0 ( = Yes, = No) If yes, all required Forms 0 were or will be filed ( = Yes, = No) Self-employment code (Blank = Subject to SE tax, = Statutory employee, = Minister (exempt), = Not SE taxable) Health insurance premiums Long-term care premiums W- unit for statutory employee Statutory employee wages Inactive activity for 0 (Data entered for this activity will have no impact on tax return) Income 0 T, S, J State ALC (0) 0 AL0 Gross receipts and sales Returns and allowances Other income Other income from recapture: Section expense deduction allowable in prior years (Force) Section recomputed depreciation (Force) Section 0F expense deduction allowable in prior years (Force) Section 0F recomputed depreciation (Force) 0 Cost of Goods Sold Beginning inventory Purchases Labor Materials Other costs Ending inventory 0,, 0 INDIVIDUAL

11 ALF EIN Description Principal product Alabama Farm General Information T, S, J State ALF (0) AL Accounting method ( = Cash, = Accrual) Agricultural activity code Was there material participation in the operation of this business this year ( = Yes, = No) Payments were made that require filing Form(s) 0 ( = Yes, = No) If yes, all required Forms 0 were or will be filed ( = Yes, = No) Exclude farm income from self employment tax Self-employed health insurance premiums Self-employed long-term care premiums Passive activity type code ( = Other passive activity, = No limitation) Inactive activity for 0 (Data entered for this activity will have no impact on tax return) 0 Schedule F Income Farm income (Cash sales, accrual sales, custom hire income, other income) Basis of items bought for resale (Cash method) Beginning inventory (Accrual method) Cost of products purchased (Accrual method) Ending inventory (Accrual method) Distributions received from co-ops Total Taxable Agricultural program payments Total Taxable CRP payments received by retired SSA or SSDI recipients (Included in taxable payments entered above) CCC loans reported under election Elect to include CCC loans in income Total CCC loans forfeited Total Taxable Crop insurance proceeds received in current yeartotal Taxable Elect crop insurance deferral to 0 Crop insurance amount deferred from 0 Other income from recapture: Section Expense deduction allowable in prior years Recomputed depreciation Section 0F (Force),, 0 INDIVIDUAL

12 AL EIN Description Alabama Farm Rental General Information T, S, J State AL (0) AL Was there active participation in the operation of this farm this year ( = Yes, = No) Passive activity code ( = Other passive activity, = Rental real estate with active participation, = No limitation, = Real estate professional) Inactive activity for 0 (Data entered for this activity will have no impact on tax return) Income Items Income from production Distributions received from cooperatives - total Distributions received from cooperatives - taxable Agricultural program payments - total Agricultural program payments - taxable CCC loans reported under election Elect to include CCC loans in income Total CCC loans forfeited Taxable CCC loans forfeited Total crop insurance proceeds received in 0 Taxable crop insurance proceeds received in 0 Elect crop insurance deferral to 0 Crop insurance amount deferred from 0 Other income (Include gas or fuel tax credit or refund) Other income from recapture: Section expense deduction allowable in prior years (Force) Section recomputed depreciation (Force) Section 0F expense deduction allowable in prior years (Force) Section 0F recomputed depreciation (Force) Expenses 0 0 Car and truck expenses (Force) Chemicals Conservation Carryover from prior years Conservation (Force) Custom hire Depreciation (Force) Section carryover Employee benefits Feed purchased Fertilizer and lime Freight and trucking Gasoline, fuel, and oil Insurance Interest - mortgage Interest - other 0 0 Labor hired (Less employment credit) Pension and profit sharing Rent and lease - machinery Rent and lease - other Repairs and maintenance Seeds and plants Storage and warehousing Supplies Taxes Utilities Veterinary, etc Other expenses Preproductive period 0,, 0 INDIVIDUAL

13 ALKT EIN Name of entity Alabama Schedule K- - Estates and Trusts General Information T, S, J State ALKT (0) AL Grantor trust Address of entity City, state, zip 0 Passive activity code ( = Other passive, = Rental real estate with active participation, = No limitation applied, = Real estate professional) Line a A B C 0 A Interest Dividends Net short-term capital gain Net long-term capital gain Other portfolio and nonbusiness income Ordinary business income Net rental real estate income Other rental income Depreciation Depletion Amortization Investment income adjustment Income from all sources (Nonresidents only) Line Income and Directly Allocable Deductions Deductions and Distributions Estate tax deduction Final year distributions, excess deductions on termination Grantor Trust Income, Expenses, and Other Information Net Section gain (loss) Section 0 gain subject to 0% exclusion Section 0 gain subject to 0% exclusion Section 0 gain subject to % exclusion Section 0 gain subject to 00% exclusion Investment interest expense Investment expenses Section expense deduction (Grantor trust only) Medical and dental expenses Real estate taxes Other taxes Charitable contributions Charitable contribution code Penalty for early withdrawal of savings Subject to % AGI limitation Carryovers Section carryover 0 0 0,, 0 INDIVIDUAL

14 ALSale Description Delete on next year's proforma Alabama Sale of Business Property General Information Form T, S, J State ALSale (0) AL Treatment (A code should be manually entered for all assets not in the asset module) Sale of auto asset Gross proceeds reported on Form 0-S or 0-B Buyer's part of real estate tax code/amount (Form 0-S Box ) Form 0-S property in asset detail, do not report Source Data Entry data Disposition due to casualty or theft (Used to determine gains to carry to Form, Section B) Postponed gain due to casualty or theft Sale to related party State does not conform to section QRP treatment 0 Sale Information Date acquired Date sold Gross sales price or insurance proceeds received Cost or other basis Commissions and other expenses of sale Depreciation allowed or allowable Depreciation Recapture 0 (a) (b) (d) (a) (b) (a) (a) Additional depreciation after Applicable percentage (If not 00%, xxx.xx) Additional depreciation after Soil, water and land clearing expenses Applicable percentage (If not 00%, xxx.xx) Intangible drilling and development costs Applicable payments excluded from income under Section Mortgage and other debts the buyer assumed Total current year payments received Current Year Installment Sale 0,, 0 INDIVIDUAL

15 AL Property given up Alabama Like-Kind Exchange Form T, S, J State General Information AL (0) AL Description of property received Sale of auto asset Section exclusion Treatment 0 Information on the Exchange Date like-kind property given up was acquired Date property transferred to other party Date like-kind property was identified Date like-kind property received from other party Computation of Gain and Basis Fair market value of other property given up Adjusted basis of other property given up Cash received Fair market value of other (not like-kind) property received Installment obligation received in like-kind exchange Fair market value of like-kind property received Fair market value of non-section property received Liability assumed Cash paid Adjusted basis of like-kind property given up, etc Adjusted basis of like-kind property from pass through entity: Cost or other basis Depreciation allowed or allowable excluding Section Section expense deduction passed through Section carryover Liability given up Exchange expenses Total potential ordinary income under recapture rules Screen data ignored for pass through exchanges, amount reported in Alabama Schedule K- ordinary income 0 0 Related Party Exchanges Name of related party 0 Address During this tax year, did related party sell or dispose of the property received ( = Yes, = No) During this tax year, was the like-kind property received sold or disposed of ( = Yes, = No) Special condition if applicable ( = Death of either party, = Involuntary conversion, = No tax avoidance) Exchange is a prior year like-kind exchange,, 0 INDIVIDUAL

16 ALDepr Business name Alabama Depreciation and Amortization Asset Information Form ALDepr (0) AL Activity Section cost Section elected Section elected - qualified real property Current depreciation Amortization Start up expenses (Applies to Schedule C and Schedule F activities only) Federal Section expense,, 0 INDIVIDUAL

17 ALInstPY Description Alabama Prior Year Installment Sale General Information Form T, S, J State ALInstPY (0) AL Treatment Section 0 property Installment sale of home Sale of auto asset Delete on next year's proforma 0 Date acquired Date sold Gross sales price or insurance proceeds received Mortgage and other debts the buyer assumed Cost or other basis Depreciation allowed or allowable Commissions and other expenses of sale Income recapture from Form Gross Profit and Contract Price Installment Sale Income 0 Prior year gross profit percentage (Force) (xxx.xxxx) Total current year payments received Balance of unrecaptured Section 0 gain to be taxed,, 0 INDIVIDUAL

18 AL Description Alabama Home Office Expenses General Information Form T, S, J State AL (0) AL Use simplified option for home office deduction Home identification Home description Date placed in service (Current year only. For Simplified Method computation) Date sold or placed out of service (For Simplified Method computation) Business Use of Home Total area of home Area used exclusively for business Information for day-care facilities only: Total hours used Total hours in year, if less than Special computation for certain day-care facilities: Area used regularly and exclusively for day-care business Area used partly for day-care business 0 Allowable Deductions Casualty losses Deductible mortgage interest Deductible qualified mortgage insurance premiums Real estate taxes Excess mortgage interest and qualified mortgage insurance Insurance Rent Repairs and maintenance Utilities Other expenses Excess casualty losses Business expenses not from business use of home Direct 0 0 Indirect Depreciation Depreciation percentage (xx.xxx) Depreciation,, 0 INDIVIDUAL

19 AL- Property given up Alabama Like-Kind Exchange - Conflict of Interest Sale Form T, S, J State General Information AL- (0) AL Description of property received Deferral of Gain Section 0 Conflict-of-Interest Certificate of divestiture number Description of divested property Description of replacement property Treatment Date divested property was acquired Date divested property was sold Sales price of divested property Basis of divested property Cost of replacement property purchased within 0 days after sale date Ordinary income under recapture rules 0,, 0 INDIVIDUAL

20 ALC- Principal business or profession Alabama Profit or Loss from Business - Expenses T, S, J State ALC- (0) AL0 Schedule C - Expenses Advertising Car and truck (Force) Commissions and fees Contract labor Federal depletion Depletion adjustment (Force) 0 Federal depreciation Section carryover Section carryover - COGS Depreciation adjustment (Force) Employee benefits Insurance Mortgage interest Interest - other Legal and professional fees 0 Office expenses Pension and profit sharing Rent - machinery Rent - other Repairs and maintenance Supplies Taxes and licenses Travel Travel, meals, entertainment (00% Subject to 0% limit) Travel, meals, entertainment (00% Subject to DOT 0% limit) 0 Travel, meals, entertainment (Fully deductible) Utilities Wages (Less employment credit) Other expenses Suppress carry of Form interest, qualified mortgage insurance and taxes to Schedule A Net income for home office # Net income for home office # 0 Passive activity code ( = Other passive activity; = No limitation applied),, 0 INDIVIDUAL

21 AL Description Alabama At Risk Amount At-Risk Form T, S, J State AL (0) AL Beginning at-risk code ( = Adjusted basis (simplified), = Investment in activity (detailed), = Prior year Form line b (detailed)) Beginning at-risk amount At effective date: Increase in at-risk Decrease in at-risk Since effective date or //: Increase in at-risk Decrease in at-risk Guaranteed payments (Force) Total losses deducted in prior years beginning after Amounts previously included in gross income 0 Exclude recourse partnership liabilities from the detailed computation of at-risk section Carryovers For Alabama Schedule K- entities: All income and deduction items except charitable contributions, and investment interest expense are considered operating income when calculating at-risk carryovers All at-risk entities: Operating 00 Schedule D - portfolio 00 Schedule D - business Form sale items Commercial revitalization Section Section - COGS,, 0 INDIVIDUAL

22 AL- Schedule K- Entities Only Alabama At Risk Carryovers for Pass-through Activities Description Form T, S, J Carryovers For Alabama Schedule K- entities: All income and deduction items except charitable contributions, and investment interest expense are considered operating income when calculating at-risk carryovers Nondeductible expenses Rental real estate Other rental Other portfolio losses Section contracts and straddles Other losses - Schedule E Other losses - 00 Page Cash charitable contributions: Subject to 0% AGI limitation Subject to 0% AGI limitation Noncash charitable contributions: Subject to 0% AGI limitation Subject to 0% AGI limitation 0% capital gain subject to 0% AGI limitation Capital gain property 0% Portfolio deductions: Subject to % AGI limitation Not subject to % AGI limitation Investment interest expense from Schedule A (Allowed by prior year Form ) Depletion Deductions - royalty income Intangible drilling expenses Intangible drilling nonproductive Section e amortized Section e expenditures - other Preproductive period expenses Reforestation expense deduction Form long-term loss trade or business Form long-term loss income producing Form short-term loss income producing Dependent care benefits Penalty on early withdrawal Federal tax withheld State income tax withheld Self-employed health insurance premiums Real estate taxes Other deductions Foreign taxes AL- (0) Regular AL,, 0 INDIVIDUAL

23 ALYr Alabama Two Year Comparison ALYr (0) AL Wages Interest and dividends Alimony Business income or loss Gain or loss from sales Gain from sale of residence Income Enter amounts from 0 Form 0 Taxable IRA distributions Taxable pensions and annuities Rent, royalty, partnership Farm income or loss Other income 0 Adjustments IRA deductions Keogh and SEP deductions Penalty on early withdrawal Alimony paid Adoption expenses Moving expenses Self employed health insurance PACT or college savings Small employer health insurance Upgrade to resist flood damage Catastrophe savings account 0 Deductions Medical Taxes Interest Contributions Casualty losses Misc expenses and LT care prem Itemized deductions in prior year Standard deduction Federal income tax deduction Personal exemption amount Dependent exemption amount 0 Tax and Credits Tax Credit tax paid to other states Schedule OC credits Enterprise zone and AATC credits Consumer use tax Tax Computation Contributions Election campaign contributions Donation check-offs Payments Income tax withheld Estimates Other payments Refundable credits Penalties and interest 0,, 0 INDIVIDUAL

24 ALTPW Alabama Tax Projection General Information 0 items that will not default to 0 amounts are marked with an asterisk (*) Print Tax Projection Worksheet Dependent exemptions Standard or Itemized deduction option (Force)( = Standard, = Itemized) ALTPW (0) AL Income Wages Taxable IRA distributions Interest and dividends Taxable pensions and annuities Alimony Rent, royalty, partnership Business income or loss Farm income or loss Gain or loss from sales * Other income Gain from sale of residence * 0 Adjustments IRA deductions Keogh and SEP deductions Penalty on early withdrawal Alimony paid Adoption expenses Moving expenses * 0 Self employed health insurance PACT or college savings Small employer health insurance Upgrade to resist flood damage Catastrophe savings account Deductions Medical Casualty losses * 0 Taxes Misc deductions subject to reduction Interest Other misc not subject to reduction Contributions Federal tax liability Tax Computation Tax and Credits Contributions Tax (Force) * Election campaign contributions Credit tax paid to other states * Payments Schedule OC credits Income tax withheld Enterprise zone and AATC credits Estimates (Force) * Consumer use tax * Other payments * Refundable credits * 0,, 0 INDIVIDUAL

25 ALAdj Alabama Adjustments to Income Other Income Enter interest and dividend income on federal Screen B&D, federal Screen K-, and federal Screen KT. ALAdj (0) AL Capital gains and losses Other income (Resident only) Gains from Form (Force) (Part-year and nonresidents only) Adjustments to Income Enter contributions to college savings plans on federal Screen 0Q. Enter code in the state use field. Taxpayer IRA deduction (Force) Spouse IRA deduction (Force) Keogh and SEP deduction (Force) Adoption expense Moving expense: (Force) Alabama city Zip code Self employed health insurance (Force) Payments to PACT or college education savings program (Force) Health insurance premiums for small employer employee Costs to upgrade home to resist wind or flood damage Catastrophe savings account deposits: Self-insured ( = Yes, = No) Insurance deductible Value of residence Total deposited Resident/Part-year amounts AL Source Amounts Nonresidents only Current Year Federal Tax Liability Enter amounts in these fields to calculate the Alabama federal income tax deduction. The joint column should be used if a joint federal return is filed but the Alabama return is any other filing status (single, married filing separately, head of family). 0 0 Tax (line, Form 00 or line, Form 00A, or line 0, Form 00EZ) Net investment income tax (line, Form 0) Earned income credit (line a, Form 00 or line a, Form 00A or line a, Form 00EZ) Additional child tax credit(line, Form 00 or line, Form 00A, or line, Form 00NR) American opportunity credit (line, Form 00 or line, 00A) Credits from Form (line, Form 00 or line, Form 00NR) Federal AGI (line, Form 00 or line, Form 00A or line, Form 00EZ) Federal amounts Section Adjustments All fields in this section override program computed amounts. Threshold cost of Section property placed in service this year Maximum dollar limitation for Section Business income for Section 0 Joint federal amounts for allocation 0,, 0 INDIVIDUAL

26 ALCr Alabama Credits Schedule OC Credits ALCr (0) AL Basic Skills Education Credit Department of Education certification number Name of employer or firm sponsoring Name of approved provider Location of provider Total expenses available for credit Rural Physician Credit Hospital where services provided Community where services provided Coal Credit Enterprise Zone credit Full Employment Act of 0 credit: Full time employees on December Qualifying employees Pro rata share of credit from Schedule K- Heroes for Hire - employee credit: Deployed unemployed veterans qualifying under full employment act Pro rata share of credit from Schedule K- Heroes for Hire - business start-up expenses credit Business name Business ID number Business start-up expenses Pro rata share of credit from Schedule K- Irrigation/Reservoir System credit: Irrigation system costs Fuel to electricity conversion costs Reservoir construction costs Pro rata share of credit from Schedule K- Credit for taxes paid to a foreign country Entity name Country income earned in Pro rata share in entity Pro rata share of income from foreign operations Pro rata tax due the foreign country using Alabama rates Pro rata share of tax due the foreign country on country's tax return Neighborhood Infrastructure Incentive Plan credit: Infrastructure authority district name Street address City, state, zip code FEIN Charter number Date of original assessment Assessed between //0 and //0? Amount of assessment paid EIN ,, 0 INDIVIDUAL

27 ALHome Alabama Sale of Home Home Information ALHome (0) AL Description Taxpayer, spouse, or joint (T/S/J) State Date former home was acquired Date former home was sold Taxable gain on sale Buyer's part of real estate tax code/amount (Form 0-S Box ) 0-S property in asset detail, do not report Source Data Entry data,, 0 INDIVIDUAL

28 ALPRR Alabama Preparer Review Income ALPRR (0) AL Wages Interest and dividends Alimony Business income or loss Gain or loss from sales Gain from sale of residence Taxable IRA distributions Taxable pensions and annuities Rent, royalty, partnership Farm income or loss Other income 0 Adjustments IRA deductions Keogh and SEP deductions Penalty on early withdrawal Alimony paid Adoption expenses Moving expenses Deductions Self employed health insurance PACT or college savings Small employer health insurance Upgrade to resist flood damage Catastrophe savings account 0 Medical Taxes Interest Contributions Casualty losses Miscellaneous expenses Standard deduction Federal tax liability Personal exemption amount Dependent exemption amount 0 Tax and Credits Tax Credit tax paid to other states Schedule OC credits Enterprise zone and AATC credits Consumer use tax Tax Computation Contributions Election campaign contributions Donation check-offs Payments Income tax withheld Estimates Other payments Refundable credits 0,, 0 INDIVIDUAL

29 ALPOA Alabama Power of Attorney ALPOA (0) General Information Data transfers from federal Screen POA. Enter Tax Matters Information to generate the state Power of Attorney. Taxpayer, spouse, or joint (T, S, J) NOT revoking prior power of attorney Representative and Appointee Information AL Representative # Name Address City, state, zip code Telephone number Fax number Designation/Jurisdiction Enrollment number Send copies of notices and communications ( = Yes, = No) Representative # Name Address City, state, zip code Telephone number Fax number Designation/Jurisdiction Enrollment number Send copies of notices and communications ( = Yes, = No) Representative # Name Address City, state, zip code Telephone number Fax number Designation/Jurisdiction Enrollment number Send copies of notices and communications ( = Yes, = No) Tax Matters Information Type of Tax Tax Form Number Year(s) or Period(s) 0 Disclosure to third parties Substitute or add representative(s) Sign a return Type of return Additions and deletions to authorized acts 0,, 0 INDIVIDUAL

30 ALCO Prior C/O Year Alabama Contribution Carryovers ALCO (0) Prior Five Year Amounts 0% Capital Gain 0% Contributions to 0% Organization 0% Contributions 0% Contributions 0 0 AL0 Other Carryover Items Prior C/O Year % Qualified Conservation 00% Qualified Conservation 0 0,, 0 INDIVIDUAL

31 ALNOL Alabama Net Operating Loss General Information ALNOL (0) AL Net operating loss (Force) (Enter as a negative number) Elect to forfeit carryback of loss Fifteen Year Carryforward Items Enter carryovers as positive numbers Prior carryover year: Did not elect to Subsequent year Net forfeit carryback not timely filed Operating Loss ,, 0 INDIVIDUAL

32 ALPen Alabama Penalties and Interest General Information ALPen (0) AL Date return filed (If not due date of return) Suppress penalties on return: Underpayment of estimated tax ( = Suppress Form 0 penalty on return, = Print Form 0, suppress penalty on return) Late filing interest Failure to pay Failure to file Underpayment of Estimated Tax 0 tax 0 adjusted gross income Withholding: (If not withheld in required installments) (th quarter defaults to total withholding less st quarters) st quarter nd quarter rd quarter Joint return for either current year or prior year, but not both Force regular method calculation 0 Adjusted gross income Itemized deductions Credits Annualized Income Installment Method / - / / - / / - / 0 Waiver of Underpayment Penalty Explanation of waiver request (Required for waiver calculation) Amount (If not waiving entire underpayment penalty),, 0 INDIVIDUAL

33 ALPYNR Alabama Part-year or Nonresident Part-Year Resident Information ALPYNR (0) AL Part-year resident dates: From To Nonresident Information Filing both Form 0 and 0NR Spouse received separate income Spouse is filing separate Alabama return Resident state Reason not filing a resident state return Business income from all sources (Force) Farm income from all sources (Force) Rental income from all sources not taxable to Alabama (Force) Qualifying spouse for Military Spouses Residency Relief Act Taxpayer Spouse Wages of qualifying spouse (Force) 0,, 0 INDIVIDUAL

34 ALF- Description Alabama Farm - Expenses Schedule F - Expenses T, S, J State ALF- (0) AL Car and truck (Force) Chemicals Conservation expenses Carryover from prior years Conservation expenses (Force) Custom hire 0 Federal depreciation Section carryover Depreciation adjustment (Force) Employee benefits (Include premiums qualified for Small Health Insurance Premiums credit) Feed purchased Fertilizer and lime Freight and trucking Gasoline, fuel, or oil Insurance (Other than health) 0 Mortgage interest Interest - other Labor hired (Less employment credit) Pension and profit sharing Rent and lease - machinery Rent and lease - other Repairs and maintenance Seeds and plants Storage and warehousing Supplies 0 Taxes Utilities Veterinary, etc. Other expenses Preproductive period Suppress carry of Form interest, qualified mortgage insurance and taxes to Schedule A Net income for: Home office Home office,, 0 INDIVIDUAL

35 ALCr- Alabama Credits - Page Accountability Tax Credit Page Part I: Failing School To Nonfailing School Credit Enter Student Information st student's SSN First name Last name Name of failing school Name of school transferred to Grade level at time of transfer Date of enrollment Cost of attending ALCr- (0) AL nd student's SSN Name of failing school Name of school transferred to Grade level at time of transfer Cost of attending First name Last name 0 Date of enrollment rd student's SSN First name Last name Name of failing school 0 Name of school transferred to Grade level at time of transfer Date of enrollment Cost of attending th student's SSN First name Last name Name of failing school Name of school transferred to Grade level at time of transfer Date of enrollment Cost of attending 0 Name Address City, state, zip Contribution 0 Carryover 0 Carryover 0 Carryover Accountability Tax Credit Page Part II and III: Scholarship Granting Organization Credit Enter Scholarship Granting Organization Information 0 Adoption Tax Credit Enter code in the state use column of Eligible children information on federal Screen Eligible child information Capital Credit Attach Form K-RCC to your Alabama return Project number Name of project Credit available from Schedule K-RCC Pro rata share of credit from Schedule K-,, 0 INDIVIDUAL

36 ALCr- Alabama Credits - Page Alabama New Markets Development Act Credit ALCr- (0) AL Name of qualifying Community Development Entity Address of qualifying Community Development Entity FEIN or SSN of qualifying Community Development Entity Qualified equity investment date Credit certification amount or pro rata share from Schedule K- Alabama Jobs Act - Investment Credit Qualifying project name Department of Commerce qualifying project number FEIN or SSN of qualifying project Date project placed in service 0 investment credit amount from Department of Commerce certification 0 investment credit used to offset utility taxes Pro rata share of credit from Schedule K- Alabama Renewal Act Credit 0 Part I - Port Credit Company name Company address Department of commerce qualifying project number FEIN or SSN of qualifying project Port Credit amount certified or pro rata share from Schedule K- Part III - Growing Alabama Credit Name of Local Economic Development Organization Address of Local Economic Development Organization Amount(s) contributed to above organization this year 0 Career Technical Dual Enrollment Credit 0 Amount contributed (Department of Post Secondary Education tax credit certificate) Pro rata share of credit from Schedule K- Historic rehabilitation project information Pro rata share of credit from Schedule K- Historic Tax Rehabilitation Credit,, 0 INDIVIDUAL

37 ALRent- Property kind/location Alabama Rent and Royalty Property - Vacation Home Vacation Home Information ALRent- (0) T, S, J State AL Allocate interest, qualified mortgage insurance and taxes by the tax court method Number of days home used personally Number of days home rented Number of days home owned (If not ) Personal use percentage (Force)(xxx.xxxx) Rental portion of casualty and theft losses (Enter total amount after limitations) Other direct rental expenses Excess mortgage interest and qualified insurance premiums Rental portion of excess casualty and theft losses Carryover of disallowed vacation home operating expenses into the current year Carryover of disallowed vacation home depreciation expenses into the current year 0 Other Information Passive activity code ( = Other passive activity, = Rental real estate with active participation, = No limitation, = Real estate professional),, 0 INDIVIDUAL

38 ALLLCGen Alabama Business Privilege Tax - General Information ALLLCGen (0) T, S LLC Information To create an LLC unit, enter code and Secretary of State file number, if applicable, in State use field on federal Screen C, Activities included in LLC EIN Secretary of state file number BPT account number (If entity does not have an EIN) EIN not required Name of LLC (If different from name of first activity included in LLC) Address (If different than address on federal Screen 00) City, state, zip code Business code number (If activity different than a Schedule C or F) Determination period begin date (If different than January ) Name of contact person (First name, middle initial, last name) Phone number of contact person address (If different than taxpayer on federal Screen Contact) Date, state, county of organization Title (For signature block) Change of address Amended return Paying electronically General footnote federal Screen F, federal Screen K, federal Screen or federal Screen Rent AL Net Worth Computation Enter detailed balance sheet information on Screen LLCNW Subject to minimum tax (LLC meets Form PPT page, line criteria. Not applicable if single member is an individual) List all instances of related party debt Compensation in excess of $00,000 Exclusions, Deductions, and Other Exclusions Book value of investment in other taxpayers Unamortized goodwill Unamortized balance of properly elected post-retirement benefits pursuant to FASB 00 Apportionment factor (If other than 00%) Deductions Net bonds and securities issued by Alabama prior to //000 Net investment in pollution control devices in Alabama Reserves for reclamation, storage, disposal, decontamination or retirement Book value of amount invested in low income housing projects 0% federal taxable income apportioned to Alabama (Force) 0 Other Enterprise zone credit Federal taxable income (Force),, 0 INDIVIDUAL

39 ALLLCIN Alabama Business Privilege Tax - Initial Name of LLC Tax Computation ALLLCIN (0) AL Secretary of state file number Date organized, qualified, registered or started doing business in Alabama (mm/dd/yyyy) Alabama property factor on initial day (xxx.xxxx)(if other than 00%) Taxpayer Information County of organization for all Alabama entities Country of organization for foreign entities Date started doing business in Alabama (if different than date organized, above) Telephone number of taxpayer (If different than telephone number on federal Screen 00) Registered agent in Alabama: Name 0 EIN or social security number Street address City, state, zip code Corporate president or primary member: Name Social security number Address City, state, zip code Corporate secretary: Name Social security number Address City, state, zip code Kind of business done in Alabama Principal place of business in Alabama: Address City, state, zip code Kind of business done generally Principal office and place of business if outside Alabama: Address City, state, zip code 0 0,, 0 INDIVIDUAL

40 ALLLCExt Alabama Business Privilege Tax - Extension Name of LLC Extension ALLLCExt (0) AL0 Calculate extension Paying electronically Extended due date Extension payment actually made; reportable on main return Balance due on extension (Force) Additional payment Date Amount,, 0 INDIVIDUAL

41 ALLLCPen Alabama Business Privilege Tax - Penalties and Interest Name of LLC General Information ALLLCPen (0) AL Date return filed (Defaults to due date of return) Suppress penalties on return: Late filing interest Failure to pay Failure to file,, 0 INDIVIDUAL

42 ALLLCElf Alabama Business Privilege Tax - Electronic Filing EIN Electronic file LLC return number Legal name Electronic Filing Information Bank information must be entered separately for each PPT return. Direct deposit is not supported for PPT returns. Electronic filing must be enabled on federal Screen ELF and on this screen to open up bank fields Consent to Disclose Information By using a computer system and software to prepare and transmit my client's return electronically, I consent to the disclosure of all information pertaining to my use of the system and software to create my client's return and to the electronic transmission of my client's tax return to the Alabama Department of Revenue. ALLLCElf (0) AL Suppress Alabama PPT return electronic file when filing federal/state return electronically Enable electronic funds withdrawal for a balance due return Date of automatic withdrawal (If other than due date of return) Routing transit number Name of financial institution Depositor account number Type of account ( = Savings, = Checking) Bank account type ( = Business, = Personal) Non-US financial institution (International ACH transaction) Bank account holder name 0 Signature date ERO signature date, if different from federal Screen PIN PIN authorization indicator ( = Taxpayer entered PIN, = ERO entered Taxpayer PIN) Taxpayer PIN (Enter five numbers, other than all zeroes) Officer or other authorized signer SSN Name (first, last),, 0 INDIVIDUAL

43 ALLLCNW Cash Trade notes and accounts receivable Less allowance for bad debts Inventories U.S. Government obligations Tax exempt securities Other current assets Loans to members or related persons Other investments Buildings and other depreciable assets Less accumulated depreciation Depletable assets Less accumulated depletion Land (net of any amortization) Intangible assets Less accumulated amortization Other assets Alabama Business Privilege Tax - Net Worth Name of LLC Mortgage and real estate loans Assets Beginning of Year ALLLCNW (0) End of Year AL Accounts payable Short-term mortgages, notes, bonds payable Other current liabilities All nonrecourse loans Loans from members or related persons Long-term mortgages, notes, bonds payable Other liabilities Liabilities Beginning of Year 0 End of Year,, 0 INDIVIDUAL

44 ALPBas Name of entity Alabama Partner Basis Increases T, S, J ALPBas (0) AL Calculate Partner Basis Worksheets Beginning of year: Partner's basis Capital contributions: Cash Property Current year share of liabilities: (Schedule K- (0), Code K) Nonrecourse Qualified nonrecourse financing Recourse Prior year share of liabilities: (Prior year Schedule K- (0), Code K) Nonrecourse Qualified nonrecourse financing Recourse Partnership liabilities assumed during year Increase in share of partnership liabilities (Force) Excess depletion deduction over property basis (Other than oil and gas) Other increases in basis (Not entered elsewhere) 0 Decreases Decrease in share of partnership liabilities (Force) Depletion deduction up to share of allocated adjusted basis (Oil and gas wells) Other decreases in basis (Not entered elsewhere) Gain or loss on complete disposal of partnership (Force) Include capital losses on complete disposal of partnership 0 Gain Recognized on Excess Distributions See Partner's Basis Worksheet Page, line for calculated recognized gain on excess distribution Recognized gain on excess distribution: Character of gain ( = Ordinary, = Short-term capital, = Long-term capital) Ordinary gain (Force) Short-term capital gain (Force) Long-term capital gain (Force) See Schedule K- (0), Box, Code B instructions for additional information Recognized gain on appreciated property: Character of gain ( = Ordinary, = Short-term capital, = Long-term capital) Amount of gain recognized 0,, 0 INDIVIDUAL

45 ALPBas Name of entity Alabama Partner Basis Carryovers Carryovers T, S, J ALPBas (0) AL Nondeductible expenses Ordinary business Rental real estate Other rentals Schedule D - Short-term (Portfolio) Schedule D - Long-term (Portfolio) Schedule D - % rate (Portfolio) Schedule D - Short-term (Business) Schedule D - Long-term (Business) Schedule D - % rate (Portfolio) Form - Part I Form - Part II Other portfolio losses Section contracts and straddles Other losses - Schedule E Other losses - 00 Page Section Portfolio deductions - % AGI limitation Portfolio deductions - no AGI limitation Investment interest expense - Schedule A Depletion Deductions - royalty income Intangible drilling expensed Intangible drilling non-productive Section e amortized Section e expenditures - other Preproductive period expenses Commercial revitalization deduction Reforestation expense deduction Form long-term loss trade or business Form long-term loss income producing Form short-term loss income producing Dependent care benefits Penalty on early withdrawal Federal income tax withheld State income tax withheld Self employed health insurance premiums Real estate taxes Other deductions ,, 0 INDIVIDUAL

46 ALSBas Name of entity Alabama Shareholder Basis Stock Basis T, S, J ALSBas (0) AL Calculate Shareholder Basis Worksheet Regulation.-(g) election (Election automatically prints if election was not made in prior year) Election was made in a prior year Suppress proforma of nondeductible expense carryovers (Only available when Regulation.-(g) election has been made) Beginning of year stock basis 0 Capital contributions Excess depletion deduction over property basis (Other than oil and gas) Other stock basis increases Depletion up to share of allocated adjusted basis (Oil and gas wells) Other stock basis decreases Gain or loss on complete disposal of stock (Force) Include capital losses on complete disposal of stock Loan Basis Beginning of year loan basis Loans to corporation Other loan basis increases Loan basis restored (Force) Beginning of year loan face amount Other loan basis decreases 0 Recognized Gain on Excess Distributions and Loan Repayment Recognized gain on excess distribution: Holding period of recognized gain ( = Short-term capital, = Long-term capital) Short-term capital gain (Force) Long-term capital gain (Force) Recognized gain on repayment of shareholder loan: Character of gain ( = Short-term capital, = Long-term capital, = Ordinary gain) Ordinary gain (Force) Short-term capital gain (Force) Long-term capital gain (Force) 0,, 0 INDIVIDUAL