Instruction booklet - Alabama Department of Revenue - Alabama.gov

From The
Commissioner…
TIM RUSSELL
Commissioner
Dear Taxpayer…
State of Alabama
Department of Revenue
(www.revenue.alabama.gov)
50 North Ripley Street
Montgomery, Alabama 36132
CYNTHIA UNDERWOOD
Assistant Commissioner
LEWIS A. EASTERLY
Secretary
This booklet is provided to you based on information from your 2008 return. Before you start, please
check the “Which Form to File” section on page 5 of these instructions to see which form you should use
this year. If you need additional forms, visit our Web site at www.revenue.alabama.gov or you may use
the order blank on page 23 of this booklet.
One of the primary goals of the Department of Revenue is to provide the most prompt and efficient service.
We are continuing to update our processing methods to enable us to make progress toward this goal
by using image technology to improve the processing of individual paper returns. This requires all documents/pages
to be printed and signed in black ink. If you have documents that have been copied or
faxed, please ensure that the resulting document is dark enough to be scanned. You may also file electronically,
which will further expedite the processing of your return.
The Department of Revenue continues to make improvements to our system and recently converted the
individual income tax to the Department’s new integrated tax system to provide better service to taxpayers.
We offer estimated taxes that can be filed electronically at no charge to you. There are also a variety
of ways that payments can be made online, including E-check, ACH debit and credit card payments.
(Please refer to page 8 for further information.)
Please help us continue making improvements by mailing your return as early as possible. We welcome
any comments and suggestions you may have for any of our forms or instructions. Be sure to include
your name, address, and phone number should we have any questions for you.
If you need help in completing your return or if you have a question about your tax return, please call or
come by one of our Taxpayer Service Centers in your area. The addresses and phone numbers are listed
for your convenience inside the front cover of this booklet.
Thank you for your assistance.
Tim Russell
Commissioner
What’s New For 2009?
Health Insurance Deduction – You may deduct 50 percent of the premiums
you pay for health insurance if you work for an employer that has less than
25 employees. (See instructions in form 40 booklet.)
Lifeline Link-Up Program – This program offers discounts on the cost of
basic monthly telephone service for qualified subscribers. (See page 13 to determine
if you qualify and how to apply for assistance.)
Electronic Filing – Receive your refund faster by electronically filing your return.
Electronic filing is not available for non-residents. Visit our Web site, or
talk to your preparer for more information.
Refund Status – For the most up-to-date information concerning the status
of your current year refund, call 1-800-558-3912 or check our Web site in the Individual
Section. (See instructions page 12.)
Web Site – Check out our updated Web site at www.revenue.alabama.gov
for downloadable forms, fill-in-forms, instructions, and the most accurate up-todate
information available. Our Web site also hosts links to PC on-line filing
providers supporting the Federal/State electronic filing program.
“AN AFFIRMATIVE ACTION / EQUAL OPPORTUNITY EMPLOYER”
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