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Free State Tax Filing

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Free State Tax Filing

Free state tax filing Last year, the ADOR introduced taxpayers to a new refund payment choice. Taxpayers, filing a refund return, can receive their 2013 individual income tax refund in the form of a refund debit card, the Alabama Tax Refund Card. The Alabama Tax Refund Card is a prepaid VISA debit card and can be used just like cash at retail locations. Free teller-assisted cash withdrawals can be made at banks and credit unions that accept VISA. To receive the card, taxpayers must check the box on their 2013 Alabama tax return, indicating they wish to receive their refund in the form of a refund debit card. Free state tax filing
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SOI Tax Stats - Split-Interest Trust Statistics

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Split Interest Trust Data OneSheet (PDF) 
The OneSheet presents a project description, highlights of the data, and selected figures.

Split-interest trusts make distributions to both charitable and noncharitable beneficiaries, while providing tax benefits to their donor. All split-interest trusts must annually file Form 5227, Split-Interest Trust Information Return, to report financial activity and determine if they should be treated as a private foundation. Based on the method and timing of distributions, split-interest trusts are divided into the following four categories:

  • Charitable remainder annuity trusts—distribute income in a series of fixed payments to one or more noncharitable beneficiaries for a defined period of time, after which the remaining value of the trust is transferred to a charitable beneficiary.
  • Charitable remainder unitrusts—distribute a percentage of the fair market value to one or more noncharitable beneficiaries for a defined period of time, after which remaining value of the trust is transferred to a charitable beneficiary.
  • Charitable lead trusts—distribute a sequence of payments to a charitable beneficiary for a period of time, after which the remaining trust assets are transferred to a noncharitable beneficiary.
  • Pooled income funds—allow donors to donate assets to a charity. The pooled assets are invested as a group and each donor receives income based on the ratio of his or her contribution to the total value of the investment pool. After the death of the donor, his or her prorated share of the investment pool is withdrawn and given to the charitable organization.

For information about selected terms and concepts, a description of the data sources and limitations, and links to recent revisions of Form 5227, please visit Split Interest Trust Study Metadata.


Statistical Tables

The following tables are available as Microsoft Excel® files. A free Excel viewer is available for download, if needed.

Charitable Remainder Annuity Trusts:

Charitable Remainder Unitrusts:

Charitable Lead Trusts:

Pooled Income Funds:


Projections
For selected tax returns, including the Form 5227, IRS's Office of Research produces annual forecasts of the number of returns that will be filed in future years.     
      Projections of Returns to be Filed in Future Calendar Years


Publications and Papers

The following are available as PDF files.  A free Adobe® reader is available for download, if needed.


Other SOI Data on Trusts

Certain nonexempt charitable trusts are also annually required to file Form 990-PF, Return of Private Foundation (or Section 4947(a)(1) Charitable Trust Treated as a Private Foundation).  Form 1041 is the income tax return filed by to report income, distributions, and tax liability of estates and trusts.


Other IRS Data and Related Links

For tax administration data on this topic, as well as other types of taxes, choose from the links below.

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Page Last Reviewed or Updated: 27-Mar-2014

The Free State Tax Filing

Free state tax filing Alabama Accountability Act Tax Credits Free state tax filing The 2013 Alabama Accountability Act provides a parent-taxpayer refundable tax credit available to eligible individual income taxpayers, limited to $3,563 for the 2013 tax year. Free state tax filing In addition, a scholarship granting organization (SGO) contribution tax credit is available to both individual taxpayers and corporate taxpayers. The maximum eligible amount for individuals is $7,500, but is limited to one half of the taxpayer’s tax liability amount for the year. Corporate taxpayers are limited to one half of the corporation’s tax liability amount, beginning with the corporation’s 2013 tax year. The Alabama Schedule AATC7 Alabama Accountability Tax Credit will be used to claim the credits. Full details of these tax credits are available at http://www.revenue.alabama.gov/accountability/.