How to File an Alabama Tax Amendment
If you need to change or amend an accepted Alabama State Income Tax Return for the current or previous Tax Year you need to complete Form 40. Form 40 is a dual form used for the Tax Return and Tax Amendment. You can prepare an Alabama Tax Amendment Form on eFile.com, however you can not submit it electronically. In comparison, the IRS requires a different Form - Form 1040X -to amend an IRS return (do not use Form 1040 for an IRS Amendment).
The IRS might send you a notification to change an error on your Return, or you might have discovered an error. If you or the IRS amended or changed one of your IRS Tax Return(s), the IRS will report this to the Alabama Tax Agency, thus you should file an Alabama Tax Amendment within one year.
Prepare only a AL State Return
File an Alabama Tax Amendment
You can prepare it here on eFile.com. However, you can not e-File it.
Option 1: Sign in to
your eFile.com account, modify your Return and download/print the AL Form 40 under
My Account. Mark the check box "Amended Return", sign the form and mail it to one of the addresses listed below.
Option 2: If you don't have an eFile.com account follow the step by step
instruction on how to prepare a tax return/amendment.
Option 3: If you want to do the math on your own paper return then
complete, sign AL Form 40 - Print, Mail the Form to AL Department of Revenue to:
Amendment Returns:Alabama Department of Revenue
Individual & Corporate Tax Division
P.O. Box 327464
Montgomery, AL 36132-7464
AL Tax Amendment Form 40
This Form can be used to file an: Income Tax Return, Tax Amendment, Change of Address. Check the proper check box on the Form.
Step 1: Select the AL Form 40 by Tax Year below
Step 2: Sign, Mail Form 40 to one of the addresses listed above
Current Tax Year only:
Prepare online on eFile.com. When done Print, Sign and Mail in - not eFile - Your Tax Amendment, Address Change etc.
After
October Deadline you can complete and sign tax forms online here on eFile, before you download, print and mail them to the state tax agency -
Form 40.
For all Tax Years prior to the Current Tax Year, Prepare, Print, Sign and Mail-In - see address above - your Tax Amendment by Tax Year as soon as possible. You will also file
an IRS Tax Amendment Form 1040X.
Alabama Refund Deadlines
A. Three years from the due date of the original tax year return, including valid filing extensions.
B. One year from the final determination of the amended federal return or federal change, whichever is later, provided that the allowable refund is not more than the decrease in Alabama tax attributable to the federal change or correction.
C. Two years from the payment of an assessment, provided the amended return raises issues relating only to the prior assessment and the refund does not exceed the amount of tax paid on the prior assessment.
D. Two years from the filing of an amended Alabama return resulting in the payment of additional tax, provided that the current amended return raises issues relating solely to the prior amended return and that the refund does not exceed the amount of the tax payment made as a result of the prior amended return.
Additional Alabama Tax Income Taxes Deadlines
Will I get a bigger tax refund in 2024?
Many taxpayers can expect a bigger tax refund on their 2023 taxes. To help you keep up with soaring inflation, the IRS is making bigger changes than usual that could save you big money on your 2023 taxes, which is the tax return you'll file in 2024.
Take control of your personal life relationships, finances, and taxes: follow the tips on this page and keep up with tax planning for next year. You can use this free 2023 Tax Refund Calculator to get a high-level understanding of your taxes.
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