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The Alabama 8453 form is a crucial document for individuals filing their income tax returns electronically. It serves as a declaration that the information submitted through electronic filing is accurate and complete. This form captures essential details such as the taxpayer's and spouse's names, social security numbers, and contact information. It also includes sections for reporting Alabama taxable income, total tax liability, and any payments made. Taxpayers must indicate whether they are expecting a refund or owe additional taxes. Furthermore, the form allows for direct deposit of refunds, requiring banking details like routing and account numbers. Signatures from both the taxpayer and spouse, if applicable, are mandatory, affirming the truthfulness of the information provided. Additionally, the form includes a declaration section for the Electronic Return Originator (ERO) and any paid preparers, ensuring that all parties involved have reviewed the return for accuracy. Understanding the Alabama 8453 form is essential for a smooth electronic filing process and compliance with state tax regulations.

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Declaration Control Number (DCN)

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FORM

 

 

 

ALABAMA DEPARTMENT OF REVENUE

2004

AL8453

 

 

Individual Income Tax Declaration for Electronic Filing

For the year January 1 – December 31, 2004

Label

Use Alabama label. Otherwise, please type or print.

L

A B E L

H E R E

Your first name and initial

Last

name

 

 

 

Your social security number

 

 

 

 

 

 

 

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Spouse's soc. sec. no. if joint return

If a joint return, spouse’s first name and initial

Last

name

 

 

 

 

 

 

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Telephone number (optional)

Home address (number and street). If a P. O. Box, see instructions.

 

 

Apt. no.

 

 

(

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FN (For official use only)

City, town or post office, state, and ZIP code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Part I

Tax Return Information

(Whole dollars only.)

1 Alabama taxable income (Form 40, line 17) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

2 Total tax liability (Form 40, line 22) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

3 Total payments (Form 40, line 26). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

4 Refund (Form 40, line 33) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

5 Amount you owe (Form 40, line 27). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

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Part II

Direct

Deposit

1

Routing number:

 

 

 

2

Account number:

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3 Type of account:

￿ Checking ￿ Savings

Part III

Declaration of Taxpayer

(Sign only after Part I is completed.)

Sign

Here

Under penalties of perjury, I declare that I have compared the information contained on my return with the information I have provided to my electronic return originator and that the amounts described in Part 1 above agree with the amounts shown on the corresponding lines of my 2004 Alabama individ- ual income tax return. To the best of my knowledge and belief this return, including any accompanying schedules and statements, is true, correct, and complete. Also, I hereby authorize the Alabama Department of Revenue to disclose to my ERO described below, any information concerning the dis- bursement of the refund requested or any problems encountered in the processing of my return.

￿I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.

 

 

 

 

 

Your signature

Date

 

Spouse’s signature. If a joint return, BOTH must sign.

Date

Part IV

Declaration of Electronic Return Originator (ERO) and Paid Preparer

(See instructions.)

I declare that I have reviewed the above taxpayer’s Alabama individual income tax return and that the entries on this form are complete and correctly represented based on all information of which I have any knowledge. I also declare that I have followed all other requirements described in IRS PUB. 1345, Revenue Procedures for Electronic Filing of Individual Income Tax Returns (Tax Year 2004), and the Alabama Handbook for Electronic Filers of Individual Income Tax Returns (Tax Year 2004). If I am also the paid preparer, under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete.

ERO’s Use Only

ERO’s

 

 

Date

Check if also

Preparer’s SSN or PTIN

 

 

 

 

 

 

 

paid preparer ￿

 

signature

 

 

 

 

Firm’s name (or yours

 

E.I. No.

 

if self-employed)

 

 

 

 

 

 

 

 

 

and address

 

 

 

 

 

ZIP Code

 

 

 

 

 

 

 

 

 

Paid Preparer’s Use Only

Under penalties of perjury, I declare that I have examined this return and accompanying schedules and statements, and to the best of my knowledge and belief, they are true, correct, and complete.

Preparer’s

signature

Firm’s name (or yours if self-employed) and address

Date

Check if

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Preparer’s SSN or PTIN

 

 

 

self-employed

 

 

 

 

 

E.I. No.

ZIP Code

Form AL8453 2004

DO NOT MAIL TO ALABAMA DEPT. OF REVENUE

2004 ALABAMA HANDBOOK FOR ELECTRONIC FILERS

PAGE 19A

Form Specifications

Fact Name Description
Form Purpose The Alabama 8453 form is used for declaring individual income tax information for electronic filing.
Tax Year This form is specifically for the tax year January 1 – December 31, 2004.
Taxpayer Declaration Taxpayers must sign the form, confirming the accuracy of the information provided and the agreement with their electronic return originator.
Joint Returns If filing jointly, both spouses must sign the form to validate the submission.
Direct Deposit The form allows taxpayers to provide banking information for direct deposit of any refunds.
Governing Law This form is governed by the Alabama Code and the IRS guidelines for electronic filing.
Submission Instructions Taxpayers are instructed not to mail the completed form to the Alabama Department of Revenue.

Alabama 8453: Usage Guidelines

Filling out the Alabama 8453 form is an important step in submitting your individual income tax return electronically. This form helps verify the information provided in your tax return and ensures that everything is accurate. Follow the steps below to complete the form correctly.

  1. Locate the Alabama 8453 form.
  2. In the Label section, enter your first name, middle initial, and last name. If filing jointly, include your spouse's first name and last name.
  3. Fill in your social security number and your spouse’s social security number if applicable.
  4. Provide your telephone number (optional) and your home address, including the street number and name. If you use a P.O. Box, refer to the instructions.
  5. Complete the Part I: Tax Return Information section with whole dollar amounts from your Alabama tax return:
    • Line 1: Alabama taxable income (Form 40, line 17).
    • Line 2: Total tax liability (Form 40, line 22).
    • Line 3: Total payments (Form 40, line 26).
    • Line 4: Refund amount (Form 40, line 33).
    • Line 5: Amount owed (Form 40, line 27).
  6. In Part II: Direct Deposit, fill in the routing number and account number for your bank account. Indicate whether it is a checking or savings account.
  7. Sign and date the Part III: Declaration of Taxpayer section. If filing jointly, your spouse must also sign and date.
  8. In Part IV: Declaration of Electronic Return Originator (ERO) and Paid Preparer, the ERO or paid preparer must sign and date, if applicable.

After completing the form, ensure that all information is accurate before submitting it with your electronic tax return. Keep a copy for your records.

Your Questions, Answered

What is the Alabama 8453 form?

The Alabama 8453 form is a declaration for electronic filing of individual income tax returns. It serves as a summary of your tax information and confirms that the details provided to your electronic return originator match those on your tax return.

Who needs to file the Alabama 8453 form?

What information is required on the Alabama 8453 form?

The form requires personal information such as your name, Social Security number, and address. Additionally, you will need to provide details from your tax return, including Alabama taxable income, total tax liability, total payments, refund amount, and any amount owed.

Can I file the Alabama 8453 form separately from my tax return?

No, the Alabama 8453 form should not be mailed separately. It is intended to be filed electronically along with your tax return. Make sure to follow the instructions provided by your electronic return originator.

What if I am filing a joint return?

If you are filing jointly, both you and your spouse must sign the Alabama 8453 form. Ensure that both signatures are included before submitting the form electronically.

Is there a deadline for submitting the Alabama 8453 form?

The Alabama 8453 form must be submitted by the tax filing deadline, which typically aligns with the federal tax deadline. For most taxpayers, this is April 15. Always check for any changes or extensions that may apply.

What happens if I make a mistake on the Alabama 8453 form?

If you discover an error after submitting the form, you should contact your electronic return originator immediately. They can guide you on how to correct the information and ensure your tax return is accurate.

Can I use the Alabama 8453 form for prior tax years?

Where can I find more information about the Alabama 8453 form?

For additional details, you can visit the Alabama Department of Revenue's website or consult the Alabama Handbook for Electronic Filers. These resources provide comprehensive guidance on electronic filing and the use of the Alabama 8453 form.

Common mistakes

  1. Incorrect Social Security Numbers: One common mistake is entering the wrong Social Security number for either the taxpayer or the spouse. This can lead to delays in processing and potential issues with the IRS.

  2. Omitting Signatures: Failing to sign the form is another frequent error. Both taxpayers must sign if filing jointly. Without signatures, the form is not valid.

  3. Incorrect Income Reporting: Some individuals misreport their Alabama taxable income. It’s crucial to ensure that the amount matches the corresponding line on Form 40.

  4. Routing and Account Number Errors: When opting for direct deposit, entering incorrect routing or account numbers can result in delayed refunds or misdirected funds.

  5. Failure to Review Information: Not comparing the information on the Alabama 8453 form with the actual tax return can lead to discrepancies. This oversight can complicate the filing process.

  6. Neglecting to Check for Updates: Tax laws can change from year to year. Not checking for the latest instructions or requirements can lead to mistakes in filling out the form.

Documents used along the form

The Alabama 8453 form is an essential document for individuals filing their income tax electronically in Alabama. Along with this form, several other documents are often required to ensure a complete and accurate filing. Each of these forms serves a specific purpose in the tax filing process.

  • Form 40: This is the primary individual income tax return form for Alabama residents. It details the taxpayer's income, deductions, and tax liability for the year.
  • Form 40A: This form is used by Alabama residents who qualify for the standard deduction. It simplifies the filing process for those who do not itemize deductions.
  • Form 40NR: Non-residents of Alabama use this form to report income earned within the state. It is crucial for individuals who live outside Alabama but have income sourced from the state.
  • Form 4868: This is the application for an automatic extension of time to file the federal income tax return. While it pertains to federal taxes, it can impact state filings if additional time is needed.
  • W-2 Forms: Employers provide these forms to employees, detailing the wages earned and taxes withheld during the year. They are essential for accurately reporting income on tax returns.
  • 1099 Forms: These forms report various types of income other than wages, salaries, and tips. They are important for freelancers and independent contractors who must report income received from clients.
  • Direct Deposit Information: Taxpayers may provide their bank account details to facilitate direct deposit of any refunds. This information is typically included in the Alabama 8453 form.

These documents collectively support the filing process, ensuring that all necessary information is included and accurate. Proper preparation and submission of these forms can help taxpayers avoid delays and potential issues with their tax returns.

Similar forms

The Alabama 8453 form is an important document used for electronic filing of individual income tax returns in Alabama. Here are ten other documents that share similarities with the Alabama 8453 form, along with explanations of how they are alike:

  • IRS Form 8453: This federal form serves a similar purpose for electronic filing of federal income tax returns. Both forms require taxpayer information and declarations regarding the accuracy of the return.
  • Form 1040: The standard individual income tax return form for federal taxes. Like the Alabama 8453, it collects essential taxpayer information and income details.
  • Form 1040-SR: Designed for seniors, this form is similar to Form 1040 and includes the same basic information requirements for income reporting and tax liability.
  • Form W-2: This document reports wages and tax withheld from an employee's paycheck. It provides necessary information that is often referenced in the Alabama 8453 for accurate income reporting.
  • Form 1099: Used to report various types of income other than wages, salaries, or tips. Like the Alabama 8453, it provides crucial income information that affects tax filings.
  • Form 4868: This is an application for an automatic extension of time to file federal income tax returns. It requires similar taxpayer identification information as the Alabama 8453.
  • Form 8862: Used to claim the Earned Income Credit after a disallowance. It requires personal and income information, similar to what is found on the Alabama 8453.
  • Form 8888: This form allows taxpayers to allocate their tax refund to multiple accounts. It shares the direct deposit section with the Alabama 8453, focusing on how refunds are received.
  • State Tax Return Forms: Various states have their own forms for electronic filing that mirror the Alabama 8453 in structure and purpose, requiring similar taxpayer declarations and information.
  • Form 1040-X: This is used for amending a federal tax return. It requires similar information to confirm changes made, just as the Alabama 8453 confirms the accuracy of the original return.

Dos and Don'ts

When filling out the Alabama 8453 form, it's important to follow certain guidelines to ensure accuracy and compliance. Here’s a list of what to do and what to avoid:

  • Do use the correct Alabama label if available.
  • Do type or print clearly if you do not have a label.
  • Do provide your social security number accurately.
  • Do ensure all amounts are reported in whole dollars only.
  • Do sign the form only after completing Part I.
  • Do include your spouse’s information if filing jointly.
  • Do check the routing and account numbers for direct deposit carefully.
  • Do keep a copy of the completed form for your records.
  • Do review the form for any errors before submission.
  • Do follow the instructions for electronic filing as outlined.
  • Don't leave any required fields blank.
  • Don't use a P.O. Box for your home address unless instructed.
  • Don't forget to sign if filing a joint return; both signatures are required.
  • Don't submit the form to the Alabama Department of Revenue.
  • Don't provide incorrect or outdated information on your tax return.
  • Don't assume that your preparer will catch all errors; review everything.
  • Don't neglect to authorize the Department of Revenue to discuss your return with your preparer.
  • Don't skip reading the instructions for electronic filing.
  • Don't forget to check your refund status after submission.
  • Don't ignore any follow-up requests from the Department of Revenue.

Misconceptions

Understanding the Alabama 8453 form is essential for accurate tax filing. However, several misconceptions can lead to confusion. Here are four common misunderstandings:

  • It is not necessary to sign the form. Many believe that electronic filing eliminates the need for a signature. In fact, the Alabama 8453 form requires signatures from both the taxpayer and the spouse, if filing jointly. Signing the form is a critical step in affirming the accuracy of the information provided.
  • Only one copy of the form is needed. Some individuals think they only need to submit one copy of the Alabama 8453 form. However, it is important to retain a copy for personal records. Keeping this documentation can be helpful in case of future inquiries or audits.
  • The form is only for those with a refund. A common belief is that the Alabama 8453 form is only applicable for taxpayers expecting a refund. This is not true. The form is necessary for anyone filing electronically, regardless of whether they owe taxes or are due a refund.
  • It can be mailed to the Alabama Department of Revenue. Some taxpayers mistakenly think that they can mail the Alabama 8453 form to the Department of Revenue. In reality, this form is not to be mailed but must be retained by the taxpayer and the electronic return originator (ERO) for their records.

By clarifying these misconceptions, taxpayers can ensure a smoother filing process and better compliance with Alabama tax regulations.

Key takeaways

When filling out and using the Alabama 8453 form, there are several important points to keep in mind. This form is essential for individuals filing their income tax electronically in Alabama. Here are key takeaways:

  • Purpose: The Alabama 8453 form serves as a declaration for electronic filing of individual income tax returns.
  • Declaration Control Number (DCN): Ensure that you include the correct DCN on the form; it is crucial for processing your return.
  • Accurate Information: Fill in all personal information accurately, including names and Social Security numbers for both the taxpayer and spouse, if applicable.
  • Tax Return Information: Report whole dollar amounts for taxable income, total tax liability, total payments, refund, and any amount owed, as these figures must match your tax return.
  • Direct Deposit: If you prefer a direct deposit for your refund, provide your bank's routing number and your account number, along with the account type.
  • Signature Requirement: Both the taxpayer and spouse must sign the form if filing a joint return. Sign only after completing Part I.
  • Authorization: By signing, you authorize the Alabama Department of Revenue to share information about your return with your electronic return originator (ERO).
  • ERO Responsibilities: The ERO must review the taxpayer's return and ensure all entries on the Alabama 8453 are complete and accurate.
  • Do Not Mail: Do not send the Alabama 8453 form to the Alabama Department of Revenue; it is for electronic filing purposes only.
  • Compliance: Both the taxpayer and ERO must comply with all relevant guidelines outlined in IRS publications and Alabama electronic filing handbooks.