Finance

Alabama State Income Tax Calculator

Calculate Alabama income tax using 2024 rates, deductions, and personal exemptions.

AL allows deduction of federal tax paid
Alabama Tax Brackets (2024):
2% on first $500 (single) / $1,000 (MFJ)
4% on next $2,500 (single) / $5,000 (MFJ)
5% on income over $3,000 (single) / $6,000 (MFJ)
Note: Alabama allows deduction of federal income tax paid

Alabama's individual income tax system looks deceptively simple — three brackets, low top rate — but two structural quirks make it unlike any other state: the top 5% bracket kicks in at incomes under $3,001, and federal income tax paid is deductible against state taxable income. The first feature makes the tax look more progressive than it is; the second makes it less so.

2024 Alabama income tax at a glance

Roughly 95% of Alabama wage earners pay the top marginal rate of 5% on the bulk of their income — the brackets are simply too narrow to provide meaningful progressivity. State Department of Revenue collections data for FY 2024 show individual income tax contributing about $5.7 billion, the second-largest state revenue source behind sales tax.

Three brackets, top rate at $3,001

Taxable incomeSingle rateMFJ rate
First $500 / $1,0002%2%
$501–$3,000 / $1,001–$6,0004%4%
Above $3,000 / $6,0005%5%

The federal-tax deduction (Alabama's signature feature)

Alabama is one of only six states that allow taxpayers to deduct federal income tax paid against state taxable income, and uniquely among them imposes no cap. A married couple paying $20,000 in federal tax shaves $20,000 off Alabama taxable income — worth roughly $1,000 in saved state tax at the 5% marginal rate. The mechanic is the reason Alabama's effective rate runs noticeably below the top statutory 5%, especially for upper-middle-income households where the federal tax bill is large in absolute terms.

Standard deduction, personal & dependent exemptions (2024)

Filing statusStd deductionPersonal exemptionDependent exemption
Single$2,500$1,500$1,000/dep
Married filing jointly$7,500$3,000$1,000/dep
Head of household$4,700$3,000$1,000/dep

How Alabama treats retirement income

  • Social Security: Fully exempt.
  • Defined-benefit pension income: Generally exempt from Alabama income tax, including state, federal, and most private DB pensions.
  • Traditional 401(k) / IRA distributions: Fully taxable as ordinary income at the 5% bracket.
  • Roth distributions: Exempt (consistent with federal treatment).

Local occupational taxes

Several Alabama jurisdictions add a local payroll/occupational tax on top of state income tax. Birmingham levies 1% on wages earned within city limits. Bessemer 1%. Gadsden 2%. Macon County 1%. These taxes apply to where the work is performed, not where the worker lives, so a Hoover resident commuting into Birmingham pays the city's 1% on Birmingham-earned wages.

FAQ

Does Alabama have a state-level standard deduction phase-out?

Yes — the standard deduction begins phasing down at modest AGI levels (roughly $20,500 single, $30,000 MFJ) and reaches a floor of $2,000-$4,000 at high incomes. The published amounts in the table apply only to lower- and middle-income filers.

Are itemized deductions allowed in Alabama?

Yes — taxpayers can itemize on Schedule A of Form 40 if itemized exceeds the (phased) standard. Common itemizables include mortgage interest, charitable contributions, and medical expenses above the threshold.

Is there an Alabama Earned Income Tax Credit?

No — Alabama is one of about 19 states without a state-level EITC. Low-income filers rely on the federal EITC only.

How does Alabama handle capital gains?

Capital gains are taxed as ordinary income at the same 2/4/5% brackets — no preferential long-term rate at the state level.

When are Alabama returns due?

April 15 — same as the federal deadline. Form 40 is the main individual return; Form 40A is the simplified short form for filers with W-2 income only and no dependents.

Where do I file?

Online at myalabamataxes.alabama.gov or by mail to the Alabama Department of Revenue. Most refunds are issued within 8-12 weeks for paper returns and 1-3 weeks for e-filed returns.

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Sources

Educational only; not tax advice. Reviewed by Marcus Tan, CPA, on March 1, 2026.