us-al/form/ador/ty2023/schedule-a-b-dc/document-1

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us-al/form/ador/ty2023/schedule-a-b-dc/document-1 · Axiom

*23000740* (Schedules B and DC are on back page) ATTACH TO FORM 40 — SEE INSTRUCTIONS FOR SCHEDULE A Alabama Department of Revenue Schedule A–Itemized Deductions 2023 SCHEDULES A, B, & DC (FORM 40) CAUTION: Do not include expenses reimbursed or paid by others. 1 Medical and dental expenses.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Enter amount from Form 40, line 10. . . . . . . . . . . . . . 3 Multiply the amount on line 2 by 4% (.04). Enter the result.. . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Subtract line 3 from line 1. Enter the result. If zero or less, enter –0–. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Real estate taxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 FICA Tax (Social Security and Medicare) and Federal Self-Employment Tax. . . . . . . . . . . 7 Railroad Retirement (Tier 1 only).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Other taxes. (List – include personal property taxes.)

9 Add the amounts on lines 5 through 8. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a Home mortgage interest and points reported to you on Federal Form 1098. . . . . . . . . . . . . b Home mortgage interest not reported to you on Federal Form 1098. (If paid to an individual, show that person’s name and address.)

11 Reserved for future use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Points not reported to you on Form 1098.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Investment interest. (Attach Form 4952A.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Add the amounts on lines 10a through 13. Enter the total here.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CAUTION: If you made a charitable contribution and received a benefit in return, see instructions. 15 Contributions by cash or check (If more than $250, see instructions) . . . . . . . . . . . . . . . . . . 16 Other than cash or check. (You MUST attach Federal Form 8283 if over $500.) . . . . . . . . 17 Carryover from prior year. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Add the amounts on lines 15 through 17. Enter the total here. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a Enter the loss from Federal Form 4684,either A line 15, or B line 16 .. . . . . . . . . . . . b Enter 10% of your Adjusted Gross Income (Form 40, line 10) if box B is checked, otherwise enter zero. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Subtract line 19b from line 19a. If zero or less, enter –0–.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Unreimbursed employee expenses — job travel, union dues, job education, etc. You MUST attach Federal Form 2106 if required. See instructions.

21 Other expenses (investment, tax preparation, safe deposit box, etc.). List type and amount.

22 Add the amounts on lines 20 and 21. Enter the total. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Multiply the amount on Form 40, line 10 by 2% (.02). Enter the result here. . . . . . . . . . . . . 24 Subtract line 23 from line 22. Enter the result. If zero or less, enter –0–. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Other (from list in the instructions). List type and amount.

CAUTION: Do not include medical premiums.

26 Enter amount here.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Add the amounts on lines 4, 9, 14, 18, 19c, 24, 25, and 26. Enter the total here. Then enter on Form 40, page 1, line 11 and check 11a, Itemized Deductions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

00 1

5 6 7

10a

10b 11 12 13

15 16 17

19a

19b

21 22 23 Medical and Dental Expenses Interest You Paid

NOTE: Personal interest is not deductible. Gifts to Charity Casualty and Theft Loss (Attach Form 4684) Job Expenses and Most Other Miscellaneous Deductions Other Miscellaneous Deductions Qualified Long- Term Care Ins. Premiums Total Itemized Deductions Taxes You Paid Your social security number Name(s) as shown on Form 40 The itemized deductions you may claim for the year 2023 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. 4

19c

27 2 Schedule A (Form 40) 2023 00 •

•

• ADOR

00 00 00

00 00 00 00

00 00 00

ADOR *23000840* 1 2 1 You may donate all or part of your overpayment. (Enter the amount in the appropriate boxes.)

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. . . . . . . . . . . . . . . . . . . . . . . . . . . A Exempt Interest List Payers and Amounts B Taxable Interest and Dividends 3 TOTAL TAXABLE INTEREST AND DIVIDENDS Enter here and on Form 40, page 1, line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . • Schedules B & DC (Form 40) 2023 Sch. A, B, & DC (Form 40) 2023 Page 2 If you received more than $1500 of interest and dividend income, you must complete Schedule B. See instructions. SCHEDULE B – Interest And Dividend Income SCHEDULE DC – Donation Check-Offs Name(s) as shown on Form 40 (Do not enter name and social security number if shown on other side) Your social security number I N T E R E S T D I V I D E N D S 1 1 2 3 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00

00 00 00 00 00

00 00 00 00 00 00 00

00 00 00 • • • • • •

• • • • • • •

• • • • •

• a Senior Services Trust Fund . . . . . . . . . . . . . . . . . .

b Alabama Arts Development Fund. . . . . . . . . . . . .

c Alabama Nongame Wildlife Fund . . . . . . . . . . . . .

d Child Abuse Trust Fund . . . . . . . . . . . . . . . . . . . . .

e Alabama Veterans Program . . . . . . . . . . . . . . . . .

f Alabama State Historic Preservation Fund . . . . .

g Alabama State Veterans Cemetery at Spanish Fort Foundation, Inc. . . . . . . . . . . . . . . . .

h Foster Care Trust Fund ........................

i Mental Health. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

j Alabama Firefighters Annuity and Benefit Fund. . . . . . . .

k Alabama Breast & Cervical Cancer Program . . . . . . . . . .

l Victims of Violence Assistance. . . . . . . . . . . . . . . . . . . .

m Alabama Military Support Foundation . . . . . . . . . . . . . . . .

n Alabama Veterinary Medical Foundation Spay-Neuter Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

o Cancer Research Institute . . . . . . . . . . . . . . . . . . . . . . . . . .

p Alabama Association of Rescue Squads. . . . . . . . . . . . . .

q USS Alabama Battleship Commission. . . . . . . . . . . . . . . .

r Children First Trust Fund . . . . . . . . . . . . . . . . . . . . . . . . . . .

1a 1b 1c 1d 1e 1f

1g 1h 1i 1j 1k 1l 1m

1n 1o 1p 1q 1r