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Alabama Income Taxes and AL State Tax Forms

Alabama State Income Taxes for Tax Year 2019  (January 1 - Dec. 31, 2019) can be prepared and e-Filed now along with an IRS or Federal Income Tax Return (or you can learn how to only prepare and file a AL state return). The latest deadline for e-filing Alabama State Tax Returns is October 15, 2020.

 
efile Alabama tax return
Alabama
"The Heart of Dixie"

eFile.com makes it easy for you to e-file your IRS and Alabama State Tax return (e.g resident, nonresident, or part-year resident returns). However, the IRS and the respective State Tax Agencies require you to e-file a Federal Income Tax Return at the same time you e-file a State Tax Return. This is not an eFile.com policy but an IRS and State Agency policy. Thus, technically you cannot e-File anywhere - not just eFile.com - an Alabama Tax Return without also e-filing the associated IRS Tax Return. But there is good news, please read on.

Detailed instructions on how you can only prepare and mail in - not eFile - an Alabama 2019 Tax Return - here via eFile.com. However, you must download/print and sign the forms and mail them to the Tax Agency.

Function
Description
Where Is Your Alabama Tax Refund Money
Step 1: Sign into your eFile.com account and check acceptance by the Tax Agency.
Step 2: Check your Alabama Tax Refund Status.
Where is Your IRS Refund?
Step 1: Sign into your eFile.com account and check acceptance by the IRS.
Step 2: Check your IRS Tax Refund Status.
Alabama Income Tax Extension
Alabama Income Tax Amendment
How to correct a rejected Tax Return
If your AL Tax Return was rejected by the AL Tax Agency - not eFile.com - instructions on how to correct a rejected Alabama Tax Return.
How to Pay Income Taxes
1. Failure to File Penalty: 10% of tax due, or $50 which ever is greater.
2. Failure to Pay Penalty: Assessed if the taxpayer doesn't pay the tax after 30 days past the deadline, and amounts to 1% per month but will not exceed 25% of the tax due.
3. Underpayment Due to Negligence: An underpayment due to negligence penalty is assessed when the taxpayer fails to reasonably comply with Section 40 if the Alabama Code, also known as the Alabama Tax Code, and amounts to 5% of the tax due.
4. Underpayment Due to Fraud Penalty: Assessed when it is determined that the underpayment of the tax due was done fraudulently, and amounts to 50% of the underpaid tax.
5. Frivolous Return Penalty: Frivolous Return Penalty can amounts to as much as $250. A frivolous appeal penalty is imposed when it's determined that the appeal was filed with the purpose of hindering the collection of a tax, and amounts to $250 or 25% of the tax disputed in the appeal, whichever is greater.
6. IRS Penalties: Calculate and Estimate your potential IRS Income Tax Return Penalties.

 

Start Federal and Alabama Tax Returns

 

2020 Alabama Income Tax Filing Deadlines

The majority of deadlines listed here are for Tax Year 2019. Some apply to upcoming Tax Years and some are IRS or Federal deadlines.

Deadline
Type
Description
July 15, 2020
Tax Year 2019
Income Tax Return
Prepare and eFile an IRS (Due Date July 15, 2020) and Alabama State Income Tax Return (Due Date July 15, 2020) until October 15, 2020. - eFileIT*
July 15, 2020
2019 Income Tax Extension
October 15, 2020
Tax Year 2019
Income Tax Return after the automatic July 15, 2020 Alabama Tax Extension
Last day to eFile a 2019 Alabama State Income Tax Return for Tax Extension Filers and late eFilers. You can only eFile (to file by paper see below) Alabama Income Tax Return together with an IRS Tax Return. eFileIT*
October 15, 2020
via mail-in Forms. Forms incl. Mailing Address are listed below.
Tax Year 2019
Income Tax Return after the automatic July 15, 2020 Alabama Tax Extension
Deadline for taxpayers who got an automatic AL Tax Extension to file their Alabama Income Tax Return by mail-in Forms - the Forms incl. mailing addresses are listed below - is Oct. 15, 2020. (Optionally, the eFileIT* deadline is Oct. 15, 2020). Instructions on how to only - without the IRS return - prepare and file a Alabama State Income Tax Return on eFile.com.
Tax Amendment for all Tax Years
2019, 2020, etc.
Other State Tax Returns Extensions Amendment Deadlines
Select respective State Tax Return Deadlines.
2019, 2020, etc.
IRS Federal Income Tax Returns, Amendment, Extension Deadlines
April 15, 2023
2019 Alabama Income Tax Return Refund
The last day to file and claim your 2019 Alabama Income Tax Return. This deadline does not apply if you owe 2019 Income Taxes.

E-File These 2019 Alabama State Tax Forms

Prepare and e-File these state forms for 2018 in conjunction with your Federal and State Income Tax Return. As you proceed through the tax interview on eFile.com, the application will select the correct state forms for you. You can also select tax forms individually. All these forms will then be e-filed by you to the State Tax Agency. Instructions on how to only prepare a state income tax return.

Form/Schedule
Description
eFileIT Now*
Form 40
Individual Income Tax Return
Form 40ES
Individual Estimated Tax Form
Form 40NR
Nonresident Income Tax Return
Form 40V
Individual Income Tax Payment Voucher
Form 2210AL
Underpayment Penalty of Estimated Tax
Form 4952A
Investment Interest Expense Deduction
Schedule A
Itemized Deductions
Schedule CR
Credit for Taxes Paid to Other States
Schedule D
Net Profit or Loss
Schedule DC
Donation Checkoffs
Schedule E
Supplement Income/Loss
Schedule OC
Other Available Credits
Employee's Withholding Exemption Certificate
Cannot be efiled

* Due to IRS and State Tax Agency tax data sharing and validation requirements, you can only e-file a State Income Tax Return while also e-filing a Federal Income Tax Return. This is not an eFile.com created policy, but all online tax web sites have to adhere to this IRS/state issued tax data sharing policy. You can however prepare all 44 State Income Tax Returns on eFile.com if you have already e-Filed or filed your IRS return. Instructions on how you can ONLY prepare and file State Income Tax Return(s). Only on eFile.com can you prepare, file or e-file unlimited State Tax Returns for one low price and not pay for each State return like you would do on H&R Block® vs. TurboTax®. Dare to Compare Now.

Automatic Alabama Income Tax Extension

For Tax Year 2019 you can e-File an IRS Tax Extension by July 15, 2020 for free on eFile.com (instructions on whether you should consider a Tax Extension or not). Unlike the IRS, Alabama grants all taxpayers an automatic 6-month extension (which means you do not file an extension in Alabama) of time to file penalty free beyond the July 15, 2020 due date. The extended e-File deadline is Oct. 15, 2020 and the Alabama paper filing due date is October 15, 2020. Keep in mind however, an Alabama or IRS tax extension does not extend the due date to pay owed taxes or income tax liabilities penalty free.

If you owe Alabama and/or IRS income taxes and don't pay them by Tax Day, you will be charged Alabama and IRS late tax payment penalties. Calculate and estimate IRS late payment penalties. If you expect to owe taxes, and you are going to take advantage of the Alabama automatic extension of time to file, you should still pay what you owe and submit an Form 40V - before July 15, 2020.

Instructions on how to eFile an IRS tax extension for free on eFile.com by July 15, 2020.

The extended IRS/Alabama eFile deadline is Oct. 15, 2020 - eFileIT* now. If you plan to file or mail-in an Alabama tax return on paper - the Forms and Mailing Address are below - your due date is Oct. 15, 2020.

Alabama State Tax Payment Options
Direct Payment.
This option is also available from the eFile.com tax app when you prepare and eFile your Taxes. Details
One time or a scheduled electronic bank transfer payment from your bank account to a specified IRS Account. Does not enable scheduled re-occurring electronic tax payments. The one time tax payment must be below $10Mil. There are no processing fees.
Check the status, change the scheduled date of your direct payment.
Recommended to most taxpayers who have the funds in their bank account and want to process one time income tax payments online or do not need to or don't want set up re-occurring payments.
EFTPS or the Electronic Federal Tax Payment System® tax payment service lets you enroll so you can pay any tax due to the IRS via scheduled payments for free.
Recommended to taxpayers who would like to manage their scheduled or re-occurring payments via the US Treasury provided platform via a registered account. Payments over $10Mil. are enabled. There are no processing fees.
Select from three payment processors and use one of the following electronic payment options: Visa, Master Card, Discover, American Express, STAR, Pulse, NYCE, Accel, Visa Checkout, MasterPass, Amex Express Checkout, PayPal. The debit card frees range from $2.55 - $3.95 depending on tax amount to be paid. The credit card convenience fee ranges between 1.87% and 1.99%. There are limits on how many payments can be made by debit or credit card. For tax payment amounts over $100,000 certain restrictions apply and they are all listed on the payment processor page. The fees are higher if you use this method integrated via a commercial online tax preparation platform or through a professional tax preparer.
Credit Card payment is recommended to taxpayers who would like to pay their taxes on time but do not have the funds in the bank and don't want to face late payment penalties. Using a debit card is only recommended if you can borrow money cheaper than paying the credit card borrowing free rate. If you have the funds in the bank, we don't recommend using the debit card due to the fess associated with it, but rather use the above direct payment option as it's fee free.
More Pay by Credit or Debit Card Options
Link2Gov Corporation : Pay1040.com. Fees as of June 30, 2020: Credit Card 1.87% (minimum of $2.59), Debit Card $2.58.
WorldPay US, Inc.: PayUSAtax.com Fees as of June 30, 2020: Credit Card Fee: 1.96%, Debit Card Fee: $2.55.
Official Payments: officialpayments.com This site allows state tax payments as well. Use their fee calculator for a fee estimate based on payment type.
Make sure you check the fees provided by each vendor via the links. They also provide pay via phone options. See below in the pay by phone section.
Complete the Same Day Payment Worksheet and follow the instructions on the sheet. Check here for international tax payments via wire transfers.
Recommended to taxpayers who can't complete a direct payment or an enrolled payment via EFTPS or have to transfer very large tax payment amounts, as there is no limit with wired transfers. The fixed processing fees will vary.
Tax payments by cash can be accepted by participating retailers listed on the link on the left. Tax payments are limited to $1,000 per day, plus there are limits on payment frequencies. The free for the cash transaction is $3.99.
Recommended to taxpayers who might not have a bank account or a credit/debit card, and/or have low amount of income taxes due. For convenience and fee reasons and if you can use the direct deposit method listed above, we recommend that over the cash payment.
Tax Payment by Check or Money Order.
This option is also available from the eFile.com tax app when you prepare and eFile your Taxes. Details
Make the check or money order payable to: U.S. Treasury. The following information should be included: Name and Address, Social Security number (the SSN shown first if it's a joint return), related tax form numbers and tax year and or IRS notice number. Do not include cash in the mail. Make sure you select the correct IRS mailing address from the link on the left.
Recommended to taxpayers who might not have a bank account or a credit/debit card, and/or have low amount of income taxes due. Generally, the postal stamp counts as the date of payment. If you purchase a mail tracking number the fee might be similar to a cash payment or wire transfer. For convenience we recommend the direct deposit method over check or money order in the mail.
Payment by Phone
The IRS will not accept payments over the phone through their 1-800-829-1040 number. Here is a list of vendor that accept credit card or debit card payments via the phone. These vendors are also listed above in the pay by credit card section.
EFTPS - Electronic Federal Payment System: Phone: 1-800-555-4477 or TTY/TDD equipment can call 1-800-733-4829. Click for Fees.
Official Payments: Phone: 1-888-872-9829. This site allows state tax payments as well. Use their fee calculator for a fee estimate based on payment type.
Link2Gov Corporation : Phone: 1-888-729-1040. Fees as of June 30, 2020: Credit Card 1.87% (minimum of $2.59), Debit Card $2.58.
WorldPay US, Inc.: Phone: 1-844-PAY-TAX8. Fees as of June 30, 2020: Credit Card Fee: 1.96%, Debit Card Fee: $2.55.
Call or visit the sites as listed above for current fee updates.
General Payment Recommendations
With any of the above pay now payment methods, in order for the payment to arrive on time and avoid IRS late payment penalties and interest fee we highly recommend to give yourself plenty of time for the payment to arrive on time at the IRS. With most electronic payment methods you can best track the payment status, process and flow.
Find out if you should make 2020 Tax Year Income Estimated Income Tax Payments. When and how to make those payments.

Alabama Unemployment Benefits

Unemployment benefits are not subject to Alabama income taxes. The first $25,000 in severance payment or unemployment compensation paid by an employer as a result of "administrative downsizing" is not taxed in Alabama.

2018 Tax Year Alabama Tax Forms

Alabama State Income Tax Forms for Tax Year 2018 (Jan. 1 - Dec. 31, 2018) can no longer be prepared and e-filed. Complete the respective Form(s) below, sign and mail them to the Alabama Department of Revenue. The AL Tax Forms and Mailing Address are below - click for the IRS Federal Income Tax Forms for Tax Year 2018.

Form/Schedule
Description
Individual Income Tax Return
Individual Estimated Tax Form
Nonresident Income Tax Return
Individual Income Tax Payment Voucher
Underpayment Penalty of Estimated Tax
Investment Interest Expense Deduction
Itemized Deductions
Credit for Taxes Paid to Other States
Net Profit or Loss
Donation Checkoffs
Supplement Income/Loss
Other Available Credits
Tax Amendment

2017 Tax Year Alabama Tax Forms

Alabama state income tax forms for tax year 2017 (Jan. 1 - Dec. 31, 2017) can no longer be prepared and e-filed. Complete the respective Form(s) below, sign and mail them to the Alabama Department of Revenue. The 2017 IRS Tax Forms  are listed here.

Form/Schedule
Description
Individual Income Tax Return
Individual Estimated Tax Form
Nonresident Income Tax Return
Individual Income Tax Payment Voucher
Underpayment Penalty of Estimated Tax
Investment Interest Expense Deduction
Itemized Deductions
Credit for Taxes Paid to Other States
Net Profit or Loss
Donation Checkoffs
Supplement Income/Loss
Other Available Credits
Tax Amendment

Alabama Tax Facts, Information

Alabama Tax Information and Contacts

AL Tax Type
Description
Alabama Income Tax Code
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.
Sales Tax Holidays
February 21-23, 2020
  • 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
July 17-19, 2020
  • Back to school: qualified clothing $100 or less
  • Back to school: computers, software, and supplies $750 or less
  • Back to school: school supplies, art supplies, instructional material $50 or less per item (non-commercial purchases)
  • Back to school: books $30 or less per book (non-commercial purchases)
Alabama Tax Fact
  • 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.
Alabama Tax Payment Options
Alabama State Tax Agency Contacts
For Mailing Addresses and other contact information visit the AL Dep. of Revenue

 

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