ALGenC AL1 Alabama Corporate Income Tax Return ALGenC … · Alabama Corporate Income Tax Return...

Alabama Corporate Income Tax ReturnALGenC (2016)

General Information

Other Information

Contributions

Initial return (If different from federal)

Final return (If different from federal)

Date qualified in Alabama (If different from date of incorporation)

Name of parent corporation (If different from federal)

FEIN of parent corporation (If different from federal)

Separate accounting method used

Department of Revenue may discuss return with preparer (1 = Yes, 2 = No) (If different from federal)

General footnote

FEIN if filed the business privilege tax return under different FEIN

Description of Alabama operations

Locations of property within Alabama (Cities and counties)

Other states in which corporation operates

Federal net income for past three years: (If different from federal)

2015

2014

2013

Corporation is currently being audited by the IRS

Location of the corporate records: (If different from mailing address)

Address

City, state, zip code

Person to contact for information concerning this return: (If different from officer)

Contact preparer concerning this return

First name

Telephone number

Received notification of final IRS change

Last name

Penny trust fund

Foreign country

Email address

Exempt under Public Law 86-272

Nature of business in Alabama (If different from federal)

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20 21 22

23 24

25

26

27

28

29

30

31

ALGenC AL1

2016 CORPORATION / S CORPORATION16,2,2

Alabama AdjustmentsALAdjC (2016)

Schedule A - Additions to Federal Income

Schedule A - Deductions from Federal Income

Schedule E - Federal Income Tax Deduction / (Refund)

Other Adjustments to Federal Income Tax

State and local income taxes

Federal tax exempt interest

Dividends from corporations in which taxpayer owns less than 20% of stock

Federal depreciation on pollution control items previously deducted

Other additions

Interest income:

Aid or assistance provided to Alabama State Industrial Development Authority

Expenses not deductible on federal return due to federal tax credit

Foreign dividends from corporations in which taxpayer owns more than 20% of stock

Dividends received from foreign sales corporations

Interest portion of rent paid under lease agreements prior to 1/1/1995

Depletion on oil and gas wells to extent Alabama exceeds federal

Other deductions

Less refunds or adjustments

Federal income tax (Force)

If other

Election made under IRC Section 1552 (1 = 1552 (a) (1), 2 = 1552 (a) (2), 3 = 1552 (a) (3), 4 = No election made, 5 = Other)

Alabama obligations

Obligations issued prior to 12/31/1994

Consolidated federal taxable (income / tax)

Consolidated federal income tax (liability / payment)

Captive REITS: Dividends paid deduction

Amount paid as health insurance premiums on qualifying employees

State and local income tax refunds

Part of federal consolidated return filing separately in Alabama

Contributions not deductible on state return due to election to claim tax credit

Alternative Minimum Tax paid (1 = Yes, 2 = No) (If yes, use AMT amounts instead of income tax)

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

27

ALAdjC AL2


Alabama Penalties and InterestALPen (2016)

General Information

Annualized Income Installment Method

Annualized Seasonal Installment Method

Date return filed (If different from original due date of return)

Suppress penalties on return:

Late interest

Failure to file

Failure to pay

Credits

Other tax preference items

Annualized txble income (Force)

Credits

TaxTaxable income 2015

Taxable income 2014

Taxable income 2013

Taxable income 2016

Taxable income 2015

Taxable income 2014

Taxable income 2013

Annualized period elected for next year

Period 4Period 3Period 2Period 1

12 months9 months6 months4 months

11 months8 months5 months3 months

Large corporation (C Corp)

Prior year less than 12 months

Prior year tax

Underpayment of estimated tax

1 = Option 1 (First 2, 4, 7, and 10 months)

2 = Option 2 (First 3, 5, 8, and 11 months)

3 = Standard option (First 3, 3, 6, and 9 months)

Federal net operating loss

Reconciliation adjustments

Net nonbusiness - Everywhere

Net nonbusiness - Alabama

Federal income tax deduction

AL net operating loss

Federal income tax deduction

AL net operating loss

Other tax preference items

Other exception

1

2

3

4

5

6

7

8

9

10

11 12 13 14

15 16 17 18

19 20 21 22

23 24 25 26

27 28 29 30

31 32 33 34

35 36 37 38

39 40 41 42

43 44 45 46

47 48 49 50

51 52 53 54

55 56 57 58

59 60 61 62

63 64 65 66

67 68 69 70

71 72 73 74

75 76 77 78

79 80 81 82

83 84 85 86

87 88 89 90

ALPen AL3


Alabama Section 1377(a)(2) ElectionAL1377 (2016)

General Information

Income and Deductions

Credits

Calculate Alabama 1377(a)(2) election

Date of shareholder termination

Section 179 expense - personal property

Contributions

US taxes paid

Casualty losses

Investment interest expense

Portfolio income

Composite payment made

Oil and gas depletion

Section 179 expense - qualified real property

Enterprise zone

Accountability

Coal tax

Taxes paid to foreign country

Heroes for hire employee

Full employment

Capital tax

New markets development

Irrigation/Reservoir

Gain (loss) on Section 179 property

Historic rehabilitation

Basic skills education

Heroes for hire start-up expense

Dual enrollment

Ordinary income

Net rental real estate income (loss)

Net capital gain (loss)

Other income (loss)

Nonbusiness items

Other deductions

Tax exempt income

Nondeductible expenses

Investment income

Investment expenses

Other items and amounts

Dividend distributions from AE&P

Alabama Jobs Act - investment

Alabama Renewal Act - port

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

24

25

26

27

28

29

30

31

32

33

34

35

36

37

38

39

40

41

42

43

44

45

46

47

48

49

50

51

52

53

54

55

56

57

58

59

60

61

63

64

65

66

67

68

69

70

71

72

73

74

75

76

77

78

79

AL1377 AL4


Alabama Corporate Information Tax ReturnALGenS (2016)

General Information

Initial return (If different from federal)

Final return (If different from federal)

Date qualified in Alabama (If different from date of incorporation)

Description of Alabama operations

Alabama withholding tax account number

Location of the corporate records: (If different from mailing address)

Address


Person to contact for information concerning this return: (If different from officer)

Contact preparer concerning this return

First name

Telephone number

Department of Revenue may discuss return with preparer (1 = Yes, 2 = No) (If different from federal)

Business privilege tax return was filed for this corporation (If not selected in File > Client Properties)

FEIN on business privilege tax return if different

Name on business privilege tax return if different

General footnote

Last name

Email address

Foreign country

Nature of business in Alabama (If different from federal)

Qualified subchapter S subsidiaries and/or disregarded entities

Separate accounting method used

1

2

3

4

5

7

9

10

11

12

13

14

15

16 17 18

19 20

21

22

23

24

25

26

ALGenS AL5


Alabama Electronic FilingALELF (2016)

General Information

Additional Information Form PPT/CPT

General Information

Additional Information Form PTE-C (S Corp)

Additional Information Form PPT/CPT

Form 8453-B has already been signed and returned (Links to Utilities > Electronic Filing Status)

Suppress Form PPT/CPT electronic file when only filing other returns electronically

Electronic funds withdrawal for privilege tax annual report balance due returns:

Requested payment date (Mandatory if using the electronic funds withdrawal method)

Electronic funds withdrawal for composite balance due returns:


Form 8453-C or 8453-PTE has already been signed and returned (Links to Utilities > Electronic Filing Status)


Electronic funds withdrawal for balance due returns:

Suppress Form 20S or Form 20C electronic file when only filing other returns electronically

Suppress Form PTE-C electronic file when only filing other returns electronically

Signature date (If different from federal)

Name control

ForceCalculated Value

Suppress Alabama electronic file(s) when filing federal return electronically



ERO signature date (If different from return signature date or federal ERO signature date)

ERO signature date (If different from privilege return signature date or federal ERO signature date)

Form 8453-PTE has already been signed and returned (Links to Utilities > Electronic Filing Status)

ERO signature date (If different from composite return signature date or federal ERO signature date)

Credit card

electronic transmission of my client's tax return to the Alabama Department of Revenue

By using a computer system and software to prepare and transmit my client's return electronically, I consent to the disclosure of all information pertaining to my use of the system and software to create my client's return and to the

1

2

3

4

5

6

7

8 9

10

11

12

13

14

16

17

18

19

20

ALELF AL6


Alabama Net Operating LossALNOL (2016)

Net Operating Loss Carryover

Prior YearIncome

NOL UtilizedPrecedingTax Year (Loss)

(Income Offset)

2001

2009

2002

2010

2003

2011

2004

2012

2005

2013

2006

2014

2007

2015

2008

Net operating loss footnote

Use these fields to calculate the consolidated net operating loss deduction (Applies to consolidated clients only)

1 2

3 4

5 6

7 8

9 10

11 12

13 14

15 16

17 18

19 20

21 22

23 24

25 26

27 28

29 30

31

32

ALNOL AL9


Alabama CreditsALCrC (2016)

Current Year CreditsCurrent Year Credits

Enterprise zone credit allowable

Dual enrollment qualifying contribution

Income tax credit allowable

Coal credit allowable

Heroes for hire business start-up expense credit:

Irrigation/Reservoir credit:

New markets development credit allowable

Accountability credit:

Basic skills education credit:

Rehabilitation of historic structures credit allowable

Department of Education Certification Number

Name of employer/firm sponsoring program

Name of approved provider

Address of approved provider


All participants continuously employed for at least 16 weeks (1 = Yes, 2 = No)

Employee(s) worked at least 24 hours each week (1 = Yes, 2 = No)

Total expenses available for credit

Full time employees on 12/31/14


Full employment credit:

Qualifying new employees

Name of business

FEIN

Total amount of business start-up expenses

Purchase and installation costs of irrigation system

Conversion costs

Cost of construction reservoir

Name of scholarship granting organization

Address


Amount contributed for scholarship(s)

Capital Docks or capital credit

Alabama renewal act - port credit

Credit used to offset utility taxes

Alabama jobs act - investment credit

Growing Alabama credit:

Name of local economic development organization

Address


Amount contributed for development

1

2

3

4

5

6 7 8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26 27 28

29

30

31

32

33

34

35

36

37 38 39

40

41

ALCrC AL10


Alabama EstimatesALEst (2016)

Overpayment Application

Estimates


Estimates

Application of current year overpayment

Amount for code #5 or #8

Form BIT-V and PTE-V - declaration for next year

Amount for code #2

Amounts for code #5, #9 or next year estimates paid:

1st payment

2nd payment

3rd payment

4th payment

Number of estimates desired

Amount to round up each estimate

1 = Refund 100% of overpayment

2 = Apply overpayment to next year's estimates; refund excess

3 = Apply to first quarter estimate; refund excess

4 = Apply equally to each estimate; refund excess

5 = Apply amount specified below to estimates; refund excess

6 = Apply to first and second quarters; refund excess

7 = Apply 100% of overpayment to next year's estimates

8 = Apply amount below

9 = Use amounts entered below (If applying overpayment, only use code 7 or 8)

1 = Use current year liability, if less than $500 use zero

2 = Use current year liability adjusted by amount below

3 = Use current year liability even if less than $500

5 = Use amounts entered below, before overpayment

Expected liability for next year if large corporation (C Corp)

2014

2015

2016 (Force)

Taxable income for the past three years (C Corp):

Estimates PaidCode #5 or #9Next YearAmounts for

8 = Use tax liability from Tax Projection Worksheet

1

2

3

4

5 6

7 8

9 10

11 12

13

14

15

16

17

18

ALEst AL11


Alabama Client Documents and ElectionsALLetter (2016)

Electronic Funds Transfer Payments

Custom Paragraphs

Elections


Custom Paragraphs

Elections

Description

DescriptionNumber

Number

Corporate filing instruction

Extension filing instruction

Estimates filing instruction

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16 17

18 19

ALLetter AL12


Alabama Privilege Tax Penalties and InterestALPTPen (2016)

General Information

Date return filed (If different from original due date of return)

Suppress penalties on return:

Late interest

Failure to file

Failure to pay

Prior year business privilege tax (For tax accrual only)

1

2

3

4

5

ALPTPen AL13


Alabama Business Privilege Tax Return and Annual ReportALPT (2016)

General Information

Form BPT-IN

1 = Financial institution group member

2 = Limited liability entity taxed as a corporation

3 = Business trust

4 = Corporation only holding title to property and paying its expenses

5 = Insurance company subject to Alabama Insurance Premium Tax

6 = Insurance company not subject to Alabama Insurance Premium Tax

7 = Real Estate Investment Trust (REIT)

Privilege tax entity (C Corp) (If different from federal)

General footnote

Initial return

Date started doing business in Alabama (If different from date qualified in Alabama)

Secretary of State entity ID number

FEIN not required

BPT account number

County of incorporation or organization

Email address (If different from officer email)

Privilege tax entity (S Corp) (If different from calculated)

Force printing when final

Accounting period changed

Owner name

Owner FEIN

Explanation why owner is not subject to privilege tax

S = S Corporation, DE = Disregarded Entity, LS = LLE taxed as an S corporation, FG = Financial Institution Group Member

Member of a financial institution group electing to file Consolidated Form CPT (1 = Yes, 2 = No)

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

17

ALPT AL14


Alabama Privilege Tax Extension and EFTALPTPmt (2016)

Payment

Extension


Business Privilege Tax filing instruction

Business Privilege Tax extension filing instruction

Extended due date (For filing instructions, penalties and interest calculations)

Balance due on extension (Force)

Paid with extension (For page 1 of return) 1

2

3

4

5

ALPTPmt AL15


Alabama Power of AttorneyALPOA (2016)

General Information

Representative and Appointee Information

Tax Matters Information

Acts Authorized

General Information

Representative and Appointee Information

Tax Matters Information

Acts Authorized

Power of Attorney or Tax Information Authorization (1 = 2848, 2 = 8821, 3 = Both)

NOT revoking prior power of attorney

Representative name #1

Representative address


Telephone number

Fax number

Representative designation

Jurisdiction



Telephone number

Fax number


Jurisdiction


Type of Tax Tax Form Number Year(s) or Period(s)

Additions or deletions to authorized acts

Type of return

Disclosure to third parties

Substitute or add representative(s)

Sign a return

No notices sent to appointee (Form 8821 only)

Information, notices, other written communication sent to appointee on an ongoing basis (Form 8821 only)


Jurisdiction


Fax number

Telephone number



Send notices and communications



1

2

3

4

6

7

8 9 10

11

12

14

15

16

17

18 19 20

21

22

24

25

26 27 28

29 30 31

32 33 34

35

36

37

38

39

40

41

42 43 44

45

46

48

49

50

51

52

ALPOA AL16


Alabama AdjustmentsALAdjS (2016)

Adjustments

Nonseparately Stated Reconciliation Additions

Nonseparately Stated Reconciliation Deductions

State and local income taxes

Other reconciling items

Small business health insurance premiums

Aid or assistance provided to AL State Industrial Development Authority

Expenses not deductible on federal return due to claiming federal tax credit

Refunds of state and local income taxes

Other reconciling items

1

2

3

4

5

6

7

ALAdjS AL18


Alabama Composite Payments and ExtensionALCPmt (2016)

Payments

Extension

Prior year overpayment

Paid with extension (For page 1 of return)

Composite payment made on behalf of this entity:

Name

FEIN


Amount


Calculated AmountAmount PaidDate Paid

5th payment

4th payment

3rd payment

2nd payment

1st payment

Specific payments if unequal or not timely

Treat calculated amounts as paid

Total, or1

2

3

4 5 6

7 8 9

10 11 12

13 14 15

16 17

18

19

20

21

22

23

ALCPmt AL20


Alabama Separate Return Limitation YearsALSRLY (2016)

Limitation Years

Member's Cumulative Contributions

Enter an X to indicate a separate return limitation year. The program uses this information tocalculate net operating loss amounts for consolidated returns.

Preceding Preceding PrecedingTax Year Tax Year Tax Year

2001 2006 2011

2002 2007 2012

2003 2008 2013

2004 2009 2014

2005 2010 2015

Member's cumulative contribution to consolidated taxable income (Force)

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

ALSRLY AL22


Alabama Two Year Comparison, Page 2AL2YrS2 (2016)

Schedule K Distributive Share Items

Privilege Tax

Privilege tax previously paid

Annual report fee previously paid

Penalty and interest

Privilege tax due

Annual report fee

Section 179 expense deduction


Contributions

Alabama ordinary income

Composite payment made on behalf of shareholder

US taxes paid

Casualty losses

Enter amounts from prior year Form 20S

Distributions

Enter amounts from prior year Form PPT or BPT-IN

Total credits


Other net rental income (loss)

Interest income

Dividends

Royalties

Net short-term capital gain (loss)

Net long-term capital gain (loss)

Net Section 1231 gain (loss)

Other income (loss)

Nonbusiness items


Other deductions

Nonbusiness items

Investment income

Investment expenses


Repayment of loans from shareholders

Dividend distributions from AE&P

Tax-exempt interest income

Other tax-exempt income


1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

32

33

34

35

AL2YrS2 AL23


Alabama Amended ReturnALAmend (2016)

General Information

Amounts as Previously Reported

Amended Amounts

Carryback Information

General Information


Amended Amounts

Carryback Information

Transfer original information

Payments prior to adjustment

Explanation of changes

Overpayment on original return

Penalty

Overpayment to be applied

Interest

Underpayment of estimated tax penalty (C Corp)

Underpayment of estimated tax interest (C Corp)

Net operating loss

Financial institutions only

1

2

3

4

5

6

7

8

9

10

ALAmend AL24


Alabama Add Back of Intangible and Interest ExpensesALAB (2016)

Related Member Information

Exemption Related to Section 40-18-35(b)(1)



Related Member Information




Related memberFEIN

Interest expense paidIntangible expense paid

Expense amount not added backJurisdiction(s) in which related member is taxed

Corresponding intangible / interest income allocated to jurisdiction

Apportionment percentage of related entity (xx.xxxx)

Expense amount not added backReason the adjustments are unreasonable

Expense amount not added back

Intangible receipts

Interest receipts

Other receipts

1

2

3

4

5

6

7

8

9

10

11

12

13

14

ALAB AL25


Alabama Privilege Tax AdjustmentsALPTAdj (2016)

Net Worth Computation

Exclusions and Deductions

Schedule G

Net Worth Computation

Exclusions and Deductions

Schedule G

Dividends payable

List all instances of related party debt

Compensation or similar amounts in excess of $500,000

Financial institution investments in other entities not doing business in Alabama

Unamortized goodwill and core deposit intangibles from a direct purchase

Unamortized balance of properly elected post-retirement benefits pursuant to FASB 106

Net investment in bonds and securities issued by Alabama prior to 1/1/2000

Net investment in pollution control devices in Alabama

Reserves for reclamation, storage, disposal, decontamination or retirement

Book value of amount invested in low income housing projects

Enterprise zone credit

Total deposits inside Alabama for the entire financial institution group

Sum of all group member's tax liabilities

All financial institution group members

FEIN of common parent

Applicable only to financial institution returns

Book value of investments in the equity of other taxpayers

Federal taxable income (Force)

Explanation for zero percent apportionment factor (Electronic filing only)

Disregarded entity - Owner's FEIN (Applies to financial institution group members electing to file consolidated Form CPT)

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

ALPTAdj AL27


Alabama Accumulated Adjustments AccountALAAA (2016)

General Information

Schedule E - Forced Statement Items

General Information

Schedule E - Forced Statement Items

Enter Amount to Force orEnter Zero to Delete

Beginning Alabama AAA balance

Other additions / (reductions)

Distributions (Force)

Disallowed entertainment expense

Total foreign taxes

Total Section 59(e)(2) expenditures

Pass- through entity (Schedule K-1)

Conservation expenses

Depreciation book / tax differenceOther depletion book / tax difference

Amortization book / tax differenceForm 4797 book / tax difference

State taxes

Gain (loss) on sale of Section 179 assets

Rounding adjustment

Other income (loss)

Fines and penalties

Employer tips credit reduction

Organization or start-up expense deduction book / tax difference

City taxes

Complete Schedule E when not required

K-1 basis adjustment

Gain on excess distribution

Appreciated Property Distribution

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

ALAAA AL28


Alabama Shareholders' Separately Stated ItemsALKSep (2016)

Section ASection A

AmountDescription

1 2

3 4

5 6

7 8

9 10

11 12

13 14

15 16

17 18

19 20

21 22

23 24

25 26

27 28

29 30

ALKSep AL29


Alabama Composite EstimatesALCEst (2016)


Estimates


Estimates

Application of current year overpayment

Amount for code #5 or #8

Form PTE-V - declaration for next year

Amount for code #2

Amounts for code #5, #9, or next year estimates paid:

1st payment

2nd payment

3rd payment

4th payment

Number of estimates desired

Amount to round up each estimate

1 = Refund 100% of overpayment

2 = Apply overpayment to next year's estimates; refund excess

3 = Apply to first quarter estimate; refund excess

4 = Apply equally to each estimate; refund excess

5 = Apply amount specified below to estimates; refund excess

6 = Apply to first and second quarters; refund excess

7 = Apply 100% of overpayment to next year's estimates

8 = Apply amount below

9 = Use amounts entered below (If applying overpayment, only use code 7 or 8)

1 = Use current year liability, if less than $500 use zero

2 = Use current year liability adjusted by amount below

5 = Use amounts entered below, before overpayment

Amounts for Next YearCode #5 or #9 Estimates Paid

3 = Use current year liability even if less than $500

1

2

3

4

5 6

7 8

9 10

11 12

13

14

ALCEst AL30


Alabama Payments and ExtensionALPmt (2016)

Payments

Extension

Date Paid Amount Paid Calculated Amount

Prior year overpayment

Total, orTreat calculated amounts as paid

Specific payments if unequal or not timely:


1st payment


2nd payment3rd payment

4th payment

5th payment

Paid with extension (For page 1 of the return)

Composite payments made on behalf of this entity (C Corp)LIFO reserve recapture income included in federal taxable income (C Corp)

1

2

3

4 5 6

7 8 9

10 11 12

13 14 15

16 17

18

19

20

21

22

ALPmt AL31


Alabama Electronic Funds WithdrawalALBank (2016)

Account InformationAccount Information

Routing transit number

Account number

Type of account (1 = Checking, 2 = Savings)

Non-US financial institution

Name of financial institution 4

5

6

7

8

ALBank AL38


Alabama Other TaxesALOthTax (2016)

Additional taxesAdditional taxes

Computation of Built-in Gains Tax:

Computation of Excess Net Passive Income Tax:

Net operating loss carryover from C corporation years (For built-in gains tax calculation only)

Alabama corporate taxable income (Force)

Passive investment expense (If different from federal)

Passive investment income (If different from federal)

Gross receipts (If different from federal)

LIFO recapture tax 1

2

3

4

5

6

ALOthTax AL39


Alabama Amended Composite ReturnALCAmend (2016)

General Information


Amended Amounts

General Information


Amended Amounts

Interest

Overpayment to be applied

Tax paid with (or after) original return




Penalty

1

2

3

4

5

6

7

ALCAmend AL40


Alabama Amended Business Privilege Tax ReturnALPTAmnd (2016)

General Information


Amended Amounts

General Information


Amended Amounts

Penalty

Tax paid with (or after) original return




Interest

Annual report fee paid with (or after) original return

1

2

3

4

5

6

7

ALPTAmnd AL41


Alabama CreditsALCrS (2016)

CreditsCredits

Rehabilitation of historic structures credit

Accountability credit:

New markets development credit

Irrigation/Reservoir credit:


Credit for taxes paid to foreign country

Capital credit

Coal credit

Enterprise zone credit

Basic skills education credit:

Heroes for hire business start-up expense credit:

Dual enrollment qualifying contribution

OrderApplied

Capital docks credit carryover

Tariff credit carryover

Department of Education Certification Number

Name of employer/firm sponsoring program

Name of approved provider

Address of approved provider


All participants continuously employed for at least 16 weeks (1 = Yes, 2 = No)

Employee(s) worked at least 24 hours each week (1 = Yes, 2 = No)

Total expenses available for credit




Name of business

FEIN

Total amount of business start-up expenses

Purchase and installation costs of irrigation system

Conversion costs

Cost of construction reservoir

Name of scholarship granting organization

Address


Amount contributed for scholarship(s)



Alabama renewal act - port credit

1

2

3

4

5

6 7 8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30 31 32

33

34 35

36 37

38 39

40 41

ALCrS AL42


Alabama Corporation Annual ReportALPTAR (2016)

Annual ReportAnnual Report

Principal place of business in Alabama: (If different from mailing address if in Alabama)

Address


Foreign country (Electronic filing only)

Principal place of business if outside Alabama (If different from non-Alabama mailing address)

Address




Address

Social security number

NameSecretary or secondary member: (If different from federal)

Address

Social security number

Name

President or primary member: (If different from federal)


Address

FEIN or social security number

Name

Registered agent:

County of incorporation or organization for Alabama entities 1

3

4

5

6 7 8

9

10

11

12 13 14

15

16

17

18 19 20

21

22 23 24

25

26 27 28

29 30

ALPTAR AL43


Alabama Electronic SignatureALeSign (2016)

eSignature - SuppressioneSignature - Suppression

Use this section to suppress this item from being sent with the envelope for electronic signature.UltraTax CS automatically generates an eSignature envelope when the electronic file declaration is being sent to the client.

Enable eSignature for a nominal per envelope fee at Setup > Office Configuration > eSignature tab.

Bank Account Verification 1

ALeSign AL44


Alabama Credit CarryoversALCrCO (2016)

Credit Carry ForwardCredit Carry Forward

OrderApplied

Capital or Capital docks

Dual enrollment

Rehabilitation of historic structures

Accountability

Irrigation or Reservoir

AL new markets

Neighborhood incentive

Enterprise zone 1 2

3 4

5 6

7 8

9 10

11 12

13 14

15 16

ALCrCO AL45


Alabama AllocationALAllocC (2016)

Schedule C - Allocation of Nonbusiness Income

Net nonbusiness income (loss) 1

ALAllocC AL46


Alabama AllocationALAllocS (2016)

Schedule B - Allocation of Nonbusiness Income or LossSchedule B - Allocation of Nonbusiness Income or Loss

Separately stated items

Nonseparately stated items 1

2

ALAllocS AL47


Alabama Financial Institution CreditsALFICr (2016)

Current Year Credits

Credit Carry Forward

Current Year Credits

Credit Carry Forward

Capital docks or capital credit





Rehabilitation of historic structures credit allowable

New markets development credit allowable

New markets

Rehabilitation of historic structures

AppliedOrder



Alabama taxes used as credits

1

2

3

4

5

6

7

8

9 10

11 12

13

ALFICr AL48


Alabama Tax Projection, Page 2ALTPWS2 (2016)

Schedule K Distributive Share Items

Privilege Tax

Total credits

Distributions

2017 items that will not default to 2016 are marked with an asterisk (*)

Casualty losses

US taxes paid

Composite payment made on behalf of shareholders

Alabama ordinary income

Contributions


Section 179 expense deduction


Other net rental income (loss)

Interest income

Dividends

Royalties




Other income (loss)

Nonbusiness items


Other deductions

Nonbusiness items

Tax exempt interest income



Investment income

Investment expenses



Dividend distributions paid from AE&P

*

*

*

Privilege tax previously paid for this period

Annual report fee previously paid for this period

Privilege tax due (Force)

Annual report fee (Force)

*

*

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

30

31

32

33

34

ALTPWS2 AL52


Alabama Financial Institution Excise Tax ReturnALFIGenC (2016)

General InformationGeneral Information

Filing financial institution excise tax return

Explanation to why Alabama privilege tax return was not filed

General footnote

Notification of final IRS change1

2

3

4

ALFIGenC AL53


Alabama Financial Institution Excise Tax ReturnALFIGenS (2016)

General InformationGeneral Information

Other states in which corporation operates

Corporation is currently being audited by the IRS

Explanation to why Alabama business privilege tax return was not filed

Notification of final IRS change

Separate or direct accounting method used for apportionment

Filing financial institution excise tax return

General footnote

1

2

3

4

5

6

7

ALFIGenS AL54


Alabama Shareholder's Pro Rata Share ItemsALK (2016)

Schedule K - Distributive Share Items

Adjustments to Federal Amounts

Sale or Exchange of Section 179 Property


Dividend distributions paid from accumulated earnings and profits



Investment expenses

Investment income

Distributions



Tax-exempt interest income

Casualty losses


Other deductions


Contributions

Other income (loss)




Royalties

Dividends

Interest income

Other gross rental income


Detail of dividend distributions from accumulated E&P

Dividend distributions from accumulated E&P

AmountCalculated

Section 179 included in gain (loss)

Gain (loss) reported separately from federal Schedule K, Line 17d

Force

Adjustment

Expenses from other gross rental income

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27 28

29

30

ALK AL55


ALGenC AL1 Alabama Corporate Income Tax Return ALGenC … · Alabama Corporate Income Tax Return...

Documents

Transcript of ALGenC AL1 Alabama Corporate Income Tax Return ALGenC … · Alabama Corporate Income Tax Return...