Alabama Income Taxes and AL State Tax Forms

Alabama
"The Heart of Dixie"

Start Federal and Alabama State Tax Returns

Start Alabama State Tax Return Only

Where is my Alabama State Tax Refund?

Where is my Federal Tax Refund?

How to file an Alabama Tax Extension

How to file an Alabama Tax Amendment

Prepare and efile Your Alabama Tax Return

The efile.com tax software makes it easy for you to efile your state tax return and use the correct state tax forms. Prepare and efile your Alabama state tax return (resident, nonresident, or part-year resident) and Federal tax return together or separately at efile.com. View the federal tax return filing requirements.

Alabama Income Tax Filing Deadline

The regular deadline to file an Alabama state income tax return is April 15.

Tax Deadline Date	Type of Income Tax Return	Filing Deadline / Due Date Description
April 15, 2013	2012 Alabama State Tax Return	Due date for Alabama State Income Tax Returns - income tax filing deadline
April 15, 2013	2012 Alabama State Tax Extension	Due date for Alabama automatic extensions
October 15, 2013	2012 Alabama State Tax Return	Last day to efile a 2012 Alabama State Income Tax Return for tax extension filers and late efilers

View all state tax return filing deadlines.

Find federal income tax return filing deadlines.

Alabama State Tax Forms that Can Be efiled

efile.com supports all of the forms that Alabama allows to be efiled. You can efile any of the following Alabama state tax forms:

Form/Schedule	Description	Can I efile this form?
Form 40	Alabama Individual Income Tax Return	efile It efile It efile It
Schedule A	Itemized Deductions
Schedule B	Interest and Dividend Income
Schedule CR and Worksheet	Credit for Taxes Paid to Other States
Schedule D	Net Profit or Loss
Schedule DC	Donation Checkoffs
Form 40 Worksheet	Partially Taxable Pensions, Annuities, and IRA Distributions
Form 40 Worksheet	Alabama Use Tax Worksheet
Schedule E	Supplement Income/Loss
Schedule OC	Other Available Credits
Form 40ES	Individual Estimated Tax Form
Form 40-V	Individual Income Tax Payment Voucher
Form 2210AL	Estimated Tax Penalties for Individuals
Form 4952A	Investment Interest Expense Deduction
Form 40NR	Alabama Individual Income Tax Return Form (Nonresidents Only)

Alabama State Tax Forms that Cannot Be efiled

Form	Description
Form A-4	Employee's Withholding Exemption Certificate

AL Tax Extension

Extension Form	Alabama Extension Instructions	How to File
No form (AL grants an automatic extension)	If you're certain that you cannot file your Alabama return by the deadline, you do not need to file for an extension. You'll automatically receive a 6-month extension of time to file your return (not to pay). The extended tax return due date is October 15. Please be aware that Alabama will not accept the federal extension form as an extension for your Alabama tax return. If you expect to owe taxes, and you are going to take advantage of the automatic extension of time to file, you should still pay what you owe by April 15. Include Form 40-V, Individual Income Tax Payment Voucher with the payment (unless it's an electronic payment). Automatic extension payments over $25,000 must be made electronically.	Work with a TaxPro goPRO Form 40-V

Extension Form

Alabama Extension Instructions

How to File

No form (AL grants an automatic extension)

If you're certain that you cannot file your Alabama return by the deadline, you do not need to file for an extension. You'll automatically receive a 6-month extension of time to file your return (not to pay). The extended tax return due date is October 15. Please be aware that Alabama will not accept the federal extension form as an extension for your Alabama tax return.

If you expect to owe taxes, and you are going to take advantage of the automatic extension of time to file, you should still pay what you owe by April 15. Include Form 40-V, Individual Income Tax Payment Voucher with the payment (unless it's an electronic payment). Automatic extension payments over $25,000 must be made electronically.

Work with a TaxPro

goPRO

Form 40-V

Important Reminder! If you are filing an Alabama tax extension, you may need to efile a federal tax extension as well.

AL Tax Amendment

Amendment Form	Alabama Amendment Instructions	How to File
Form 40 (2008 and later); Form 40X (Amended Return, 2007 and prior)	If you have already filed or efiled your state return and you need to make corrections, you can file an amended return. To prepare an amended Alabama tax return for Tax Years 2008 and later, complete Form 40 and check the "Amended" box. For 2007 and prior Tax Years, fill out a Form 40X. You cannot efile an AL amended return, so you will need to mail it to the address on the form.	Work with a TaxPro goPRO Form 40X

Amendment Form

Alabama Amendment Instructions

How to File

Form 40 (2008 and later); Form 40X (Amended Return, 2007 and prior)

If you have already filed or efiled your state return and you need to make corrections, you can file an amended return.

To prepare an amended Alabama tax return for Tax Years 2008 and later, complete Form 40 and check the "Amended" box. For 2007 and prior Tax Years, fill out a Form 40X.

You cannot efile an AL amended return, so you will need to mail it to the address on the form.

Work with a TaxPro

goPRO

Form 40X

Important Reminder! If you are filing an Alabama tax amendment, you may need to file a federal tax amendment as well.

Past Year Forms: Tax Year 2011 Alabama Tax Forms (Print, Fill Out, and Mail)
Form 40	Alabama Individual Income Tax Return	Work with a TaxPro goPRO
Schedule A	Itemized Deductions
Schedule B	Interest and Dividend Income
Schedule CR and Worksheet	Credit for Taxes Paid to Other States
Schedule D	Net Profit or Loss
Schedule DC	Donation Checkoffs
Form 40 Worksheet	Partially Taxable Pensions, Annuities, and IRA Distributions
Form 40 Worksheet	Alabama Use Tax Worksheet
Schedule E	Supplement Income/Loss
Schedule OC	Other Available Credits
Form 40ES	Individual Estimated Tax Form
Form 40-V	Individual Income Tax Payment Voucher
Form 2210AL	Estimated Tax Penalties for Individuals
Form 4952A	Investment Interest Expense Deduction
Form 40NR	Alabama Individual Income Tax Return Form (Nonresidents Only)

Where's My Refund? - Check Your Alabama State Tax Refund Status

Before checking the status of your AL state refund, wait at least 6 weeks after filing your return. File electronically or early in the tax season to get your refund faster.

Check your Alabama tax refund status online.

AL efile Error Codes

If your Alabama state return was rejected, you will receive an error reject code. If you prepared and efiled your return on efile.com, we will provide you with an explanation of how to correct the error on your return. You may then resubmit your state return at no additional charge until it is accepted by the state.

View a list of all Alabama State efile Income Tax Return Error Reject Codes.

Alabama Tax Facts

AL Income Tax:

Individual income is taxed across three tax brackets at three graduated tax rates.

2% for the first $500 of taxable income
4% for the next $2,500 of taxable income
5% for income over $3,000

The income amounts are doubled for married couples filing jointly.

AL Sales/Use Tax:

Alabama has a general state sales/use tax rate of 4%. Automobiles have a 2% tax rate. Vending machines have two types of tax rates: 3% for food products; 4% for other products. There's a 4% tax rate for amusements.

More information on Alabama Sales Tax

AL Sales Tax Holiday:

Alabama holds two annual sales tax holidays, which usually occur on the first weekend of a month (midnight Friday through midnight Sunday). During these holidays, certain items are exempt from Alabama sales tax. However, the AL consumer will only receive the tax exemption if a specific total spending limit is met.

Refer to the chart below for all Alabama sales tax holidays for 2013.

Sales Tax Holiday Dates	Sales Tax Holiday Items Included
February 22-24, 2013	Hurricane preparedness: any portable generator and power cords- $1,000 or less Hurricane preparedness: qualified supplies (cell and volt batteries, cell phone supplies, portable flashlights, etc.) - $60 or less
August 2-4, 2013	School supplies Computers Clothing

AL Personal Property Tax:

All personal property in Alabama is subject to a personal property tax unless exempt by law.

Odd Tax Facts:

The state of Alabama does not allow taxpayers to deduct child care expenses, and there is no child care tax credit available.
You cannot claim a foster child, friend, cousin, your spouse, or yourself as a dependent on your AL state tax return.
The Head of Household filing status is known as "Head of Family" in Alabama. However, claiming a foster child as a dependent doesn't qualify a taxpayer to file as "Head of Family".
Alabama has a 10-cent tax on playing cards.

AL State Tax Agency:

For more information, you can visit the website of The Alabama Department of Revenue.