How To Prepare And File An Alabama State Tax Amendment. (2024)

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.

Function

Description

Alabama Tax Deadlines, Forms, Extension, Penalties

Instructions, Resources on how to prepare and e-File Alabama Tax Returns or how to prepare an Extension and/or previous Year Tax Returns

Prepare only a AL State Return

Step by step instructions on how to only Prepare - not e-File - one or more State Returns on eFile.com.

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.

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.

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.

Tax Year 2023 - Form 40
Tax Year 2022 - Form 40
Tax Year 2021 - Form 40
Tax Year 2020 - Form 40
Tax Year 2019 - Form 40
Tax Year 2018 - Form 40
Tax Year 2017 - Form 40
Tax Year 2016 - Form 40
Tax Year 2015 - Form 40
Tax Year 2014 - Form 40
Tax Year 2013 - Form 40
Tax Year 2012 - Form 40

Check Your AL Tax Amendment Status

1. Call the Alabama Department of Revenue at (334) 242-1170
2. Contact the AL Dep. of Revenue

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

Alabama Income Tax Penalties

Find out how Alabama Late Filing and Late Payment Penalties are calculated.
For IRS Tax and Late Filing Penalties we have an easy to use tool: The PENALTYucator.

File an IRS Tax Amendment by Tax Year

Instruction on how to prepare an IRS Tax Amendment on eFile.com, however the IRS does not accept Tax Amendments electronically.

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.

TurboTax® is a registered trademark of Intuit, Inc.
H&R Block® is a registered trademark of HRB Innovations, Inc.

How To Prepare And File An Alabama State Tax Amendment. (2024)
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