Filing your Alabama state tax return for the 2013 tax year may initially seem overwhelming, but the process can be straightforward with the correct information and preparation. Whether you are a full-year, part-year, or nonresident who earned income from Alabama sources, understanding your obligations is essential to meeting state requirements and avoiding costly mistakes. This guide provides clear instructions, official resources, and practical tips to help you file accurately and on time.

Meeting the deadline is essential for more than just compliance—it ensures you avoid penalties and interest while also allowing you to claim any refund you are owed as quickly as possible. You can confidently file by following the correct process, using the proper forms, and knowing where to find reliable tax information from the Alabama Department of Revenue. This article will also highlight the tax changes specific to 2013 that could affect your taxable income, deductions, and available credits.

This step-by-step guide is designed for individuals unfamiliar with Alabama’s filing rules and needing an explicit, beginner-friendly reference. Each section will walk you through a specific stage of the filing process, from determining your filing status to calculating your adjusted gross income and applying applicable tax rates. By the end, you will understand how to prepare, review, and submit your return—whether you choose to e-file through the state’s secure website or use traditional paper forms.

Understanding the 2013 Alabama State Tax Return

The Alabama state tax return is the official document individuals use to report income, deductions, exemptions, and credits for the tax year. For 2013, all residents, part-year residents, and nonresidents with Alabama-source income may be required to file. The return allows the Alabama Department of Revenue to calculate your taxable income, determine applicable tax rates, and verify whether you owe taxes or qualify for a refund. Filing accurately ensures compliance with state law and helps you avoid additional penalties.

2013 Income Thresholds by Filing Status

You must file a return if your gross income meets or exceeds the following amounts for your filing status:

  • Single: You must file if your gross income was at least $4,000.
  • Head of Family: You must file if your gross income was at least $7,700.
  • Married persons filing jointly: You must file if your gross income was at least $10,500.
  • Married persons filing separately: You must file if your gross income was at least $5,250.

For part-year residents, only income earned during your Alabama residency counts toward the threshold. Nonresidents must file if their Alabama-source income exceeds their prorated exemption amount.

For part-year residents, only income earned during your Alabama residency counts toward the threshold. Nonresidents must file if their Alabama-source income exceeds their prorated exemption amount.

Standard vs. Itemized Deductions

In 2013, Alabama offered an income-adjusted standard deduction that varied based on filing status and adjusted gross income. Standard deductions range from $7,500 for lower-income married joint filers to $2,000 for higher-income single filers. You may benefit from itemizing if your qualified expenses—such as mortgage interest, medical costs, or charitable donations—exceed your standard deduction. Choosing between standard and itemized deductions can directly impact your taxable income and overall tax return outcome.

Key Changes for the 2013 Tax Year

The 2013 tax year introduced several changes that could affect your state tax filing process. Awareness of these updates can help you stay compliant and claim new benefits. The Alabama Department of Revenue implemented these adjustments to improve taxpayer service and streamline the filing experience for residents, part-year residents, and nonresidents.

My Alabama Taxes (MAT) System

For the first time, Alabama launched the My Alabama Taxes (MAT) online service, allowing taxpayers to file returns electronically, check refund status, view account balances, and make payments. This system was designed to make the process more efficient and reduce the need for traditional paper forms.

Alabama Accountability Tax Act Credits

The Alabama Accountability Tax Act introduced new credit opportunities. Eligible taxpayers could receive credits for transferring children from failing public schools to qualifying schools or for contributions made to scholarship-granting organizations. These credits reduce your taxable income and lower the amount of taxes owed.

Expanded E-Filing for Nonresidents

Before 2013, only resident returns could be filed electronically. The state expanded e-filing to include nonresident returns (Form 40NR), giving more taxpayers access to the convenience of electronic filing.

Prepaid Debit Card Refund Option

Taxpayers receiving a refund between $20 and $7,000 could choose to have it loaded onto a prepaid VISA debit card. This alternative to direct deposit or paper checks was handy for those without a bank account.

Choosing the Right Alabama Tax Form

Selecting the correct form is essential to completing your state tax return. The Alabama Department of Revenue provides three main options for the 2013 tax year, each designed for a specific filing status and income situation. The wrong form can delay processing and affect your refund or payment calculation.

Form 40 – Full Resident Return

You should use Form 40 if you:

  • We're residents of Alabama for the entire year.
  • Do not meet the requirements for the short form (Form 40A).
  • Complex income sources include self-employment income, rental income, or capital gains.
  • Want to itemize deductions rather than take the standard deduction.

Form 40A – Short Form

Form 40A is available if you:

  • We're residents for the whole year.
  • Have only wages, salaries, and interest/dividend income of less than $1,500.
  • Do not itemize deductions.
  • Do not claim adjustments to income, such as IRA contributions or alimony paid.
  • Do not report income or loss from business schedules.

Form 40NR – Nonresident Return

You must use Form 40NR if you:

  • We were nonresidents of Alabama in 2013 but earned income from Alabama sources.
  • You are a part-year resident who chooses to file as a nonresident for the portion of the year outside Alabama.

Choosing the correct form ensures your tax return is processed without unnecessary delays and your taxable income is calculated correctly. Always review the official instructions on the Alabama Department of Revenue website before you begin.

Step-by-Step Guide to Filing Your Alabama Return

Filing your 2013 Alabama state tax return involves several key steps. Completing each stage carefully will help ensure that your taxable income is calculated correctly, your credits are applied, and your refund or payment amount is accurate. Follow the process below to file with confidence.

Step 1 – Gather Required Documents

Before you begin, collect all necessary documents. Having everything ready will make the filing process smoother and help you avoid delays.

  • All W-2 forms from Alabama employers.
  • 1099 forms for interest, dividends, or other income.
  • Your federal tax return (Form 1040, 1040A, or 1040EZ).
  • Receipts for deductible expenses, such as mortgage interest or charitable contributions.
  • Records of any estimated taxes paid during 2013.

Step 2 – Complete Personal Information

This section of your form identifies you to the Alabama Department of Revenue and sets your filing status.

  • Enter your full legal name and your spouse’s name if married.
  • Provide your complete Alabama address.
  • Include all required Social Security numbers.
  • Select the correct filing status and residency category (resident, part-year resident, or nonresident).

Step 3 – Report Income

Your taxable income starts with your federal adjusted gross income (AGI).

  • Enter your federal AGI and taxable income figures from your federal return.
  • Make Alabama-specific adjustments, such as deducting U.S. government interest or adding income from Alabama municipal bonds.
  • If you are a part-year resident, only report income earned during your Alabama residency period.

Step 4 – Calculate Deductions

Choosing between standard and itemized deductions can impact the amount of taxes you owe.

  • Use Alabama’s 2013 income-based standard deduction tables to find your amount based on filing status.
  • If itemizing provides a larger deduction, list qualifying expenses such as mortgage interest, medical costs, and charitable donations.
  • Part-year residents must prorate itemized deductions based on the time spent living in Alabama.

Step 5 – Apply Exemptions and Calculate Tax

Exemptions reduce your taxable income, lowering the amount of state tax owed.

  • Claim personal exemptions for yourself and your spouse.
  • Claim dependent exemptions for qualifying family members.
  • Calculate your Alabama tax rates using the official 2013 tables provided by the Alabama Department of Revenue.

Step 6 – Apply Credits and Record Payments

Credits can directly reduce the taxes you owe.

  • Include credits for taxes paid to other states.
  • Apply any Alabama Accountability Tax Act credits, if eligible.
  • Enter estimated tax payments and withholdings from W-2 or 1099 forms.

Completing these steps will help ensure your tax return is accurate, your refund arrives promptly, and your status with the Alabama Department of Revenue remains in good standing.

Filing Methods and Deadlines

How you file your 2013 Alabama state tax return can impact processing time, refund speed, and convenience. The Alabama Department of Revenue offers electronic and paper filing methods to meet the needs of different residents. Knowing your options and the key deadline dates will help you stay compliant and avoid penalties.

E-Filing via My Alabama Taxes (MAT)

  • The MAT online service allows you to file your return electronically at no cost.
  • Features include checking your refund status, viewing account balances, and making payments online.
  • E-filing helps reduce errors and generally results in faster processing than paper forms.

Paper Filing

  • If you prefer to use paper forms, you can download them from the Alabama Department of Revenue website.
  • Mail completed forms to the address in the official instructions for your filing status and form type.
  • Always use black ink, ensure all required signatures are present, and attach all supporting documents.

Filing Deadlines

  • Regular deadline: April 15, 2014. If April 15 falls on a weekend or state holiday, the deadline moves to the next business day.
  • Automatic extension: Alabama grants an automatic extension to file your return until October 15, 2014. However, any taxes owed must still be paid by April 15 to avoid interest and penalties.

Late Filing and Payment Penalties

  • Failing to file or pay by the deadline may result in penalties and interest charges.
  • Penalties are calculated as a percentage of unpaid taxes and increase the longer your account remains past due.
  • To minimize costs, submit your tax return on time, even if you cannot pay the full balance.

Payment Options

Once you complete your 2013 Alabama state tax return, you must determine how to pay any balance owed. The Alabama Department of Revenue offers several secure and convenient methods, allowing residents to choose the one that best fits their situation. Selecting the proper technique can help you meet the deadline and avoid late-payment penalties.

Online Payments via My Alabama Taxes (MAT)

  • You can use the MAT website to pay directly from your bank account using an ACH (Automated Clearing House) transfer or an electronic check.
  • Online payments post more quickly than mailed payments, helping you stay current with your account status.
  • This option is free when using a bank account; however, some credit or debit card transactions may include processing fees.

Check or Money Order

  • Make payable to “Alabama Department of Revenue.”
  • Include your Social Security number, the tax year (2013), and the form type (e.g., Form 40) on the payment.
  • Mail your payment with your tax return or separately using the address provided in the official instructions.

Extension Payments

  • If you qualify for the automatic filing extension but owe taxes, use Form 40V (Payment Voucher) to pay by the April 15, 2014, deadline.
  • Mark the “Automatic Extension Payment” box to ensure proper credit.

Installment Plans

  • If you cannot pay the full amount, contact the Alabama Department of Revenue to request an installment agreement.
  • Approval depends on your taxable income, payment history, and account status.
  • Making consistent payments under the plan helps you avoid additional collection actions.

Tracking Your Refund or Balance Due

After filing your 2013 Alabama state tax return, staying informed about your refund or remaining balance is essential. The Alabama Department of Revenue provides online and phone services so residents can check their account status and confirm whether payments or refunds have been processed.

Using My Alabama Taxes (MAT)

  • Log in to your MAT website account to view your refund status, check outstanding balances, or confirm a recent payment.
  • MAT updates regularly, allowing you to track the progress of your return from the time it is received until your refund is issued.

“Where’s My Refund” Tool

  • This online tool lets you check your refund without logging into an account.
  • You’ll need your Social Security number, filing status, and exact refund amount from your tax return.

Expected Processing Times

  • E-filed returns: Generally processed more quickly, often resulting in a faster refund.
  • Paper forms: May require additional time for manual review, which can delay processing.
  • Most refunds are issued within a few weeks, though times vary based on return complexity and reviewed documentation.

Refund Delivery Methods

  • Direct deposit into your bank account.
  • Paper check mailed to your address.

  • Prepaid VISA debit card option for refunds between $20 and $7,000.

Common Filing Mistakes to Avoid

Submitting your 2013 Alabama state tax return accurately is as important as meeting the deadline. Minor errors can cause delays in processing, reduce your refund, or result in additional taxes owed. By being aware of common mistakes, residents can save time, avoid frustration, and ensure the Alabama Department of Revenue processes their return without issues.

Missing Signatures

  • Every tax return must be signed.
  • Married persons filing jointly must both sign the return.
  • Unsigned returns are considered incomplete and will not be processed until corrected.

Not Attaching Required W-2 Forms

  • Attach all W-2 forms that show Alabama taxes withheld.
  • Missing documents can delay processing and your refund.

Using Incorrect Deduction Amounts

  • Ensure you use the Alabama-specific standard deduction tables for 2013.
  • Do not confuse these amounts with federal figures, as they may differ based on filing status and income.

Missing or Incorrect Social Security Numbers

  • Double-check that all Social Security numbers match those on your official identification.
  • Errors here can cause your return to be rejected or your refund to be delayed.

Filing with Pencil or Incomplete Forms

  • Use black ink for paper forms.
  • Ensure all required fields are complete and any attached schedules are correctly filled out.

Final Filing Checklist

Before submitting your 2013 Alabama state tax return, use this checklist to confirm that every required step has been completed. A careful review helps ensure your taxable income, credits, and refund are calculated correctly and that your return meets the Alabama Department of Revenue’s requirements.

  • Sign your return: Ensure your signature and date are included. Married persons filing jointly must both sign.
  • Attached are all required documents: W-2 forms showing Alabama taxes withheld, 1099 forms, and supporting schedules.
  • Verify the mailing address: Use the correct address for your filing status and form type if filing paper forms.
  • Include payment if applicable: If you owe taxes, send your payment with the return or submit it online via My Alabama Taxes.
  • Check bank account details: I confirm your routing and account numbers are accurate. If requesting a direct deposit refund
  • Keep copies for your records: Store a complete set of your tax return, schedules, and all supporting documents.
  • Confirm electronic filing: If you e-filed, keep the confirmation number and save a copy of the submission from the MAT website.

Completing this checklist before you file helps prevent delays, ensures your tax information is complete, and keeps your account status in good standing.

Frequently Asked Questions

What is the filing deadline for Alabama 2013 tax returns?

The deadline to file your 2013 Alabama state tax return was April 15, 2014. If the date fell on a weekend or holiday, it shifted to the next business day. Alabama provided an automatic extension to October 15, 2014, for submitting paper forms or e-filed returns. However, any taxes owed still had to be paid by April 15 to avoid penalties and interest.

Can I file my Alabama return late?

Yes, you can submit a tax return after the deadline, but the Alabama Department of Revenue will assess penalties and interest on unpaid taxes from the original due date. Even if you cannot pay in full, filing promptly helps reduce late-filing penalties. You may request an installment plan through the MAT website or by contacting the department’s service center for assistance with your account status.

Do I need to file if I had no income in 2013?

If your taxable income was below the threshold for your filing status, you generally are not required to file. However, it can be beneficial to submit a tax return if Alabama taxes were withheld from your pay and you wish to claim a refund. Filing also ensures your tax information is on record with the Alabama Department of Revenue, which can be helpful for future reference.

Can I amend my Alabama return?

If you discover errors or need to update tax information on your filed return, you can submit an amended Alabama state tax return. Use the same form as your original submission and mark it as amended. Clearly explain the changes, such as revised adjusted gross income or credits. Always include supporting documentation to avoid delays in processing and potential review by the Alabama Department of Revenue.

How do I get a copy of my filed return?

You can request a copy of your filed tax return from the Alabama Department of Revenue by submitting a written request. Include identifying details such as your name, Social Security number, tax year, and filing status. A small service fee may apply. Alternatively, if you e-filed through My Alabama Taxes, you can review and print a copy directly from your MAT website account for your records.

What if I moved during 2013?

You are considered a part-year resident if you moved into or out of Alabama during 2013. You must file a return reporting only income earned while living in Alabama, and deductions may need to be prorated. Depending on your situation, you may also need to file a return in another state. Use the correct form—typically Form 40 for part-year residents or Form 40NR for nonresidents.

Do I need to file if I only worked in Alabama temporarily?

Yes, if you were a nonresident who earned Alabama-source income, you must file using Form 40NR. This applies even if you lived elsewhere for most of the year. You will report only Alabama-source taxable income, apply any allowable credits, and pay the corresponding taxes. The Alabama Department of Revenue provides instructions and resources on its website to help nonresidents complete the filing process accurately.

Explore More Tax Return Resources

Need Help With Back Taxes in Alabama?

Related Returns for 2013

See all State Tax Return Guides (2010-2024)