Outline
The Alabama 8453 form is an essential document for individuals filing their income tax electronically in Alabama. Designed specifically for the tax year 2004, it serves as a declaration of the information provided on the electronic tax return. This form includes crucial sections that capture the taxpayer's personal details, such as names, social security numbers, and contact information. Additionally, it outlines important financial figures, including Alabama taxable income, total tax liability, and any payments made or refunds owed. Taxpayers must also indicate their preference for direct deposit, providing routing and account numbers for efficient processing. A significant aspect of the form is the declaration section, where taxpayers affirm the accuracy of their submitted information under penalties of perjury. Furthermore, the form requires signatures from both the taxpayer and their spouse, if applicable, as well as from the electronic return originator or paid preparer, ensuring accountability and compliance with Alabama tax regulations.
Sample - Alabama 8453 Form
1
2
3
4
5
Date Preparer’s SSN or PTIN
Date Preparer’s SSN or PTIN
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
Check if
self-employed
អ
Firm’s name (or yours
if self-employed)
and address
E.I. No.
ZIP Code
▼
ERO’s Use Only
▼
ERO’s
signature
Check if also
paid preparer
អ
Firm’s name (or yours
if self-employed)
and address
E.I. No.
ZIP Code
▼
Label
Use Alabama
label.
Otherwise,
please type
or print.
Part I
Tax Return
Information
(Whole dollars only.)
Part III
Declaration
of Taxpayer
(Sign only after Part I
is completed.)
Sign
Here
Part IV
Declaration
of
Electronic
Return
Originator
(ERO) and
Paid
Preparer
(See instructions.)
Your first name and initial Last name
If a joint return, spouse’s first name and initial Last name
Home address (number and street). If a P. O. Box, see instructions. Apt. no.
City, town or post office, state, and ZIP code
L
A
B
E
L
H
E
R
E
ALABAMA DEPARTMENT OF REVENUE
Individual Income Tax Declaration for Electronic Filing
For the year January 1 – December 31, 2004
FORM
AL8453
2004
.
.
.
.
.
.
.
.
.
.
.
.
()
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)............................................................
Declaration Control Number (DCN)
អអ - អអអអអអ - អអអអអ - អ
00 5
Part II
Direct
Deposit
1 Routing number:
អអអអអអអអអ
2 Account number:
អអអអអអអអអអអអអអអអអ
3 Type of account:
អ
Checking
អ
Savings
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.
អ
I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.
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.
Your signature Date Spouse’s signature. If a joint return, BOTH must sign. Date
Form AL8453 2004
Your social security number
Spouse's soc. sec. no. if joint return
Telephone number (optional)
FN (For official use only)
DO NOT MAIL TO ALABAMA DEPT. OF REVENUE
2004 ALABAMA HANDBOOK FOR ELECTRONIC FILERS PAGE 19A
Form Information
| Fact Name | Fact Description |
|---|---|
| Form Purpose | The Alabama 8453 form is used for declaring individual income tax for electronic filing in the state of Alabama. |
| Tax Year | This form is specifically for the tax year January 1 – December 31, 2004. |
| Declaration Control Number | The form includes a Declaration Control Number (DCN) for tracking purposes. |
| Taxpayer Information | Taxpayers must provide their name, social security number, and address on the form. |
| Joint Returns | If filing jointly, both spouses must provide their information and signatures. |
| Tax Information | Part I requires details such as Alabama taxable income, total tax liability, and payments. |
| Refund and Amount Owed | Taxpayers must indicate any refund expected or amount owed in Part I. |
| Direct Deposit | Part II allows taxpayers to provide routing and account numbers for direct deposit of refunds. |
| Signature Requirement | Taxpayers must sign the form under penalties of perjury, confirming the accuracy of the information. |
| Governing Law | The form is governed by Alabama state tax laws and IRS Publication 1345 for electronic filing. |
Detailed Guide for Filling Out Alabama 8453
Filling out the Alabama 8453 form is a straightforward process that requires accurate information from your tax return. Once completed, this form will be used to support your electronic filing and ensure that all details match your submitted return.
- At the top of the form, locate the Declaration Control Number (DCN) field and enter the appropriate number.
- Use the Alabama label provided or type/print your information in the designated area. Include your first name, middle initial, last name, and social security number.
- If filing jointly, enter your spouse's social security number, first name, middle initial, and last name.
- Optionally, provide your telephone number.
- Fill in your home address, including the street number and name. If you have a P.O. Box, refer to the instructions for guidance.
- Complete the Part I Tax Return Information section using whole dollars only. Enter the amounts for Alabama taxable income, total tax liability, total payments, refund, and amount owed as indicated on your Form 40.
- In Part II, provide your bank information for direct deposit. Enter the routing number, account number, and select the type of account (checking or savings).
- Sign and date the Part III Declaration of Taxpayer section after ensuring all information is correct. If filing jointly, your spouse must also sign and date.
- In Part IV, if applicable, the Electronic Return Originator (ERO) and paid preparer must complete their sections, including signatures and firm information.
Obtain Answers on Alabama 8453
-
What is the Alabama 8453 form?
The Alabama 8453 form is a declaration form used for electronic filing of individual income tax returns in Alabama. It serves as a confirmation that the taxpayer has reviewed their return and that the information provided is accurate and complete.
-
Who needs to file the Alabama 8453 form?
Taxpayers who choose to file their Alabama individual income tax returns electronically must complete the Alabama 8453 form. This applies to both individuals filing separately and those filing jointly with a spouse.
-
What information is required on the form?
Essential information includes:
- Your name and Social Security number.
- Your spouse's name and Social Security number if filing jointly.
- Alabama taxable income, total tax liability, total payments, refund amount, and any amount owed.
- Bank details for direct deposit, including routing and account numbers.
-
How do I submit the Alabama 8453 form?
The Alabama 8453 form is not mailed to the Alabama Department of Revenue. Instead, it is submitted electronically along with your tax return through your electronic return originator (ERO). Ensure that both you and your spouse sign the form if filing jointly.
-
What happens if I make a mistake on the Alabama 8453 form?
If errors are discovered after submission, you may need to amend your tax return. The amendment process typically involves filing a new return with corrected information and possibly submitting a new Alabama 8453 form.
-
Can I use the Alabama 8453 form for prior tax years?
No, the Alabama 8453 form is specific to the tax year indicated on the form. For previous years, you must use the corresponding form designated for that year. Always ensure you are using the correct version for accurate filing.
-
Is there a deadline for submitting the Alabama 8453 form?
The deadline for submitting the Alabama 8453 form aligns with the filing deadline for your Alabama income tax return. Typically, this is April 15th of the following year. However, check for any updates or changes to deadlines that may occur.
Common mistakes
Filling out the Alabama 8453 form can be a straightforward process, but many individuals make common mistakes that can lead to complications. One significant error occurs when people forget to include their social security numbers. This number is crucial for the tax return process, as it uniquely identifies the taxpayer. Without it, the form may be rejected, causing delays in processing the return.
Another frequent mistake is failing to double-check the amounts reported in Part I. It is essential to ensure that the figures on the 8453 match those on the corresponding lines of the Alabama individual income tax return. Inconsistencies can raise red flags and lead to audits or additional inquiries from the Alabama Department of Revenue.
Many individuals also overlook the signature requirement in Part III. If filing a joint return, both spouses must sign the form. A missing signature can render the return invalid, delaying any potential refunds or causing issues with the tax authority.
Lastly, some taxpayers make the mistake of not providing accurate bank account information for direct deposit. Errors in the routing or account numbers can result in refunds being delayed or sent to the wrong account. It's important to verify this information carefully to ensure a smooth transaction.
Documents used along the form
The Alabama 8453 form is essential for electronically filing your individual income tax return. However, several other documents often accompany it to ensure a complete submission. Below is a list of these forms, each serving a unique purpose in the filing process.
- Form 40: This is the primary individual income tax return form for Alabama residents. It details your income, deductions, and tax liabilities for the year.
- Form 40A: This form is for residents who qualify for the standard deduction. It simplifies the filing process for those who do not itemize their deductions.
- Form 40NR: Non-residents of Alabama use this form to report income earned in the state. It calculates tax liabilities based on Alabama-sourced income.
- Form 40V: This is the payment voucher for individuals who owe tax. It should accompany any payment made when filing your return.
- Form W-2: Employers provide this form to report wages paid and taxes withheld. It is essential for accurately completing your tax return.
- Form 1099: This form reports various types of income other than wages, such as freelance earnings or interest income. It is crucial for reporting all sources of income.
Having these documents ready can streamline the filing process and help avoid delays or issues with your tax return. Ensure you review each form carefully to provide accurate information.
Similar forms
- IRS Form 8453: This form is used for the declaration of electronic filing for federal income tax returns. Similar to the Alabama 8453, it confirms the accuracy of the information provided and authorizes the electronic return originator to file on behalf of the taxpayer.
- Form 8879: This is the IRS e-file Signature Authorization form. Like the Alabama 8453, it allows taxpayers to authorize their tax preparers to e-file their returns, ensuring that the information is accurate and complete.
- Form 1040: The federal individual income tax return form. While the Alabama 8453 is a declaration for e-filing, the Form 1040 is the actual return that reports income and calculates tax liability.
- State Tax Return Forms: Each state has its own version of income tax return forms, similar to the Alabama 8453, which may require a declaration of e-filing and can include similar information regarding income and tax liability.
- Form 8862: This form is used to claim the Earned Income Credit after disallowance. Like the Alabama 8453, it requires a declaration under penalties of perjury regarding the accuracy of the information provided.
- Form 8821: This is the Tax Information Authorization form. It allows designated individuals to receive confidential tax information. Similar to the Alabama 8453, it involves authorization and declaration regarding the accuracy of information shared.
Dos and Don'ts
When filling out the Alabama 8453 form, it is crucial to follow specific guidelines to ensure accuracy and compliance. Here are six important dos and don'ts:
- Do use the correct Alabama label or type the information clearly.
- Do ensure that all amounts in Part I are reported in whole dollars only.
- Do sign the form only after completing Part I to validate the information provided.
- Do provide accurate routing and account numbers for direct deposit in Part II.
- Don't leave any sections blank; ensure all required fields are filled out.
- Don't mail the form to the Alabama Department of Revenue; it is not required.
Misconceptions
Understanding the Alabama 8453 form is essential for anyone filing their state income taxes electronically. However, several misconceptions can lead to confusion. Here are nine common misunderstandings about this form:
- Misconception 1: The Alabama 8453 form is not necessary for electronic filing.
- Misconception 2: Only taxpayers with complex returns need to file the Alabama 8453.
- Misconception 3: The form can be mailed to the Alabama Department of Revenue.
- Misconception 4: You can skip signing the form if you file jointly.
- Misconception 5: The Alabama 8453 does not require accurate information.
- Misconception 6: The routing and account numbers for direct deposit are optional.
- Misconception 7: You can complete the Alabama 8453 without reviewing your tax return.
- Misconception 8: The form can be filled out after submitting the electronic return.
- Misconception 9: The Alabama Department of Revenue will contact you if there are issues with your form.
This form is crucial for electronic tax returns. It serves as a declaration of the taxpayer's information and must be submitted alongside the electronic return.
All taxpayers who file electronically are required to complete this form, regardless of the complexity of their tax situation.
The Alabama 8453 is not submitted by mail. It is intended to be kept by the taxpayer and the electronic return originator.
Both spouses must sign the form if filing a joint return. This requirement ensures that both parties agree to the information provided.
Accuracy is critical. The form includes a declaration under penalties of perjury, meaning that the information must be true and correct.
While providing direct deposit information is optional, it is highly recommended for faster refunds. If included, the information must be accurate.
It is essential to compare the Alabama 8453 with the tax return. Discrepancies can lead to processing issues or delays in refunds.
The Alabama 8453 must be completed before submitting the electronic return. It serves as a declaration of the information on the return.
It is the taxpayer's responsibility to ensure that the form is accurate and complete. Any issues could delay processing or refunds.
Key takeaways
When filling out the Alabama 8453 form, consider these important points:
- Accurate Information: Ensure all personal details, including names and Social Security numbers, are correct. Mistakes can delay processing.
- Tax Return Alignment: Verify that the amounts on the Alabama 8453 match those on your Form 40. Discrepancies can lead to issues.
- Signature Requirement: Both you and your spouse must sign if filing a joint return. This is mandatory for validation.
- Direct Deposit Details: If you want your refund deposited directly, provide accurate routing and account numbers. Double-check these entries.
- Do Not Mail: Remember, do not send this form to the Alabama Department of Revenue. It is only for electronic filing purposes.
- Consult Instructions: Always refer to the accompanying instructions for any specific guidelines or requirements related to your filing.
By following these guidelines, you can ensure a smoother filing experience and avoid common pitfalls.