Alabama State Personal Tax Extension

  • Want to save time? Prepare and eFile your Federal Personal Extension to unlock FREE Alabama Extension filing resources for all extensions with 24/7 support.

Requirements for a Personal Income Tax Extension in the State of Alabama

Alabama Personal Tax Extension

If you need more time to file your Alabama individual income tax return, you’re eligible for a 6-month automatic extension—no state extension form is required if you file a federal extension using IRS Form 4868. However, this extension only applies to filing—any taxes owed must still be paid by April 15 to avoid penalties and interest.

If you expect to owe taxes and miss the April 15 deadline, Alabama charges 1% interest per month on unpaid taxes (up to 25%), plus potential late-filing penalties. So even though the filing extension pushes your deadline to October 15, your payment must be on time.

Filing your federal extension through TaxExtension.com automatically extends your Alabama return, making it easier to handle both state and federal tax obligations.

To qualify for the automatic Alabama extension, ensure you:
- File IRS Form 4868 before April 15.
- Pay any state taxes owed via My Alabama Taxes or Form 40V.
- Submit your final Alabama return by October 15.

Common Mistakes to Avoid

- Assuming the extension delays your payment.
- Not submitting Form 40V with mailed payments.
- Skipping the federal extension.
- Forgetting to pay electronically for large tax balances.

Penalties & Interest for Late Filing or Payment

Missing the payment deadline results in:
- Late Payment Penalty: 1% per month (up to 25%).
- Late Filing Penalty: $50 or 10% of the tax due, whichever is greater.
- Accruing Interest on unpaid balances from the original due date.
Example: If you owe $5,000 and don’t pay by April 15, expect to owe at least $500 in penalties plus interest—even if you file by the October deadline.

Who Should Consider an Alabama Tax Extension

An Alabama personal extension is ideal for:
- Freelancers or gig workers waiting on income reports or final 1099s.
- New residents unsure of residency status or partial-year income reporting.
- Taxpayers with investment income requiring extra time.
- Families dealing with unexpected life changes.
- Those with multi-state income.

Using TaxExtension.com to file your federal extension also secures your Alabama extension in one step.

Making an Estimated Payment with Your Extension

To avoid penalties, calculate and submit payment by April 15:
1. Estimate Your Total 2024 Alabama Tax Liability.
2. Subtract Withholding & Prior Payments.
3. Choose a Payment Method:
- Mail Form 40V with check/money order.
- Pay online via My Alabama Taxes
Keep a copy of your confirmation or certified mail receipt.

Key Points & Dates

- April 15: Alabama personal income tax return and payment deadline.
- October 15: Extended filing deadline (if IRS Form 4868 was submitted).
- No state-specific extension form is required if federal extension is approved.
- Use Form 40V for mailed payments.
- Use My Alabama Taxes for secure online payments.
- Avoid penalties by paying on time—even if filing later.

Tax Forms Required by the State of Alabama

- Form 40V – Individual Income Tax Payment Voucher: Use this if you're mailing a check or money order with your tax payment.
- My Alabama Taxes: Required for electronic payments of $25,000 or more. Also recommended for faster, trackable processing.

If mailing a payment with Form 40V, send it to:

Alabama Department of Revenue
P.O. Box 327467
Montgomery, AL 36132-7467

OR

You can make an online tax extension payment at the Alabama Department of Revenue website.

Mailing Personal Tax Extension Forms?

Tip to Ensure Secure Delivery:

Consider Using Certified Mail for Tracking Delivery

Time Saving Tip:

eFile Your IRS Business Tax Extension and Unlock Free State Extension Resources with 24/7 Support. Leave Traditional Mailing Behind for Federal Extensions, Get Your Federal & State Extensions Done in Minutes!

FAQ

The rules and regulations for business tax extensions are different in every state. Some states will automatically grant you a state tax extension if you obtain a valid Federal extension — but other states require a separate state-specific application. For state-by-state information about filing tax extensions, please visit our State Tax Extensions center.

If your company maintains financial books/records, you can determine your current tax liability if you multiply your taxable income by the applicable tax rate. Many people simply use their numbers from last year’s tax return (as long as your tax situation is relatively similar). Remember to reduce your current tax balance by the amount of tax that was withheld (or paid via estimated tax payments), if any, during the year.

Yes. You can get more time to file for an estate or trust by submitting IRS Form 7004 for a business tax extension. An extension will give you 5 extra months to file Form 1041 (U.S. Income Tax Return for Estates and Trusts). During TaxExtension.com’s online application process, you will have the option of choosing “Estate” or “Trust” for your business entity type.

It depends on what type of LLC you have. For Federal income tax purposes, a multi-member LLC is classified as a “partnership” by default (unless it specifically elects to be treated as a corporation). A multi-member LLC classified as a partnership should request a business tax extension (IRS Form 7004) to get 5 extra months to file. A multi-member LLC classified as a corporation should also request a business tax extension, which provides 6 extra months to file a corporation return. On the other hand, a single-member LLC is classified as a “disregarded entity” by default (unless it specifically elects to be treated as a corporation). When a single-member LLC is treated as a disregarded entity, that means its activities are reported on the owner’s individual income tax return (Form 1040). So if you have a single-member LLC, you only need one (1) personal tax extension (IRS Form 4868) to cover yourself and your business, which gives you 6 extra months to file your return.

Independent contractors (Form 1099), sole proprietors (Form 1040 Schedule C), and single-member LLCs that report their business activities on their personal tax return (IRS Form 1040) should request a personal tax extension — not a business extension. For these taxpayers, a personal extension (IRS Form 4868) will cover both themselves and their business. If you have a different type of business, such as a partnership or S-corporation, you should file IRS Form 7004 for a business tax extension.

An IRS tax extension will give a business 5 or 6 extra months (depending on the type of business entity) to file its Federal income tax return. A business tax extension grants 5 more months to file: Form 1041, Form 1065, and Form 8804. A business tax extension grants 6 more months to file: Form 706-GS(D), Form 706-GS(T), Form 1041 (bankruptcy estate only), Form 1041-N, Form 1041-QFT, Form 1042, Form 1065-B, Form 1066, Form 1120, Form 1120-C, Form 1120-F, Form 1120-FSC, Form 1120-H, Form 1120-L, Form 1120-ND, Form 1120-ND (section 4951 taxes), Form 1120-PC, Form 1120-POL, Form 1120-REIT, Form 1120-RIC, Form 1120S, Form 1120-SF, Form 3520-A, Form 8612, Form 8613, Form 8725, Form 8831, Form 8876, Form 8924, and Form 8928. Our easy-to-use online application makes it easy for you to select the correct business entity type. If you are unsure which business tax return is required for your business, TaxExtension.com will help you figure it out.

Most partnerships and multi-member LLCs are required to file a separate income tax return, which means you will need a business extension to cover your business tax return, plus a personal extension to cover your personal tax return. On the other hand, a single-member LLC is classified as a “disregarded entity” (or “pass-through entity”), which means the business activities are reported on the owner’s personal tax return. In that case, you would only need a personal tax extension to cover both you and your business.

If you file a separate tax return for your business and you’re required to provide the business’ EIN (employer identification number) on the return, you should also provide the EIN on your tax extension request. Note that most businesses are required to obtain an EIN, which the IRS uses to identify a business entity. However, if you have a single-member LLC — which is considered a “pass-through entity” (or “disregarded entity”) — you should use your SSN (Social Security Number) instead of an EIN. Pass-through entities are reported as part of the owner’s personal tax return, which means you only need one (1) personal tax extension (IRS Form 4868) to cover both yourself and your business.

Corporations are granted a 6-month tax extension, which moves their filing deadline from March 15 to September 15. Trusts, certain estates, most partnerships, and some multi-member LLCs are granted a 5-month tax extension, which moves their filing deadline from April 15 to September 15.

In most cases, you will hear back from the IRS within 24 hours of submitting your business tax extension online. However, it’s important to note that IRS response times will be longer than normal on the last day of filing (March 15 and April 15). As soon as your business extension is approved by the IRS, you will receive an email from TaxExtension.com with the details of your extension, including your official IRS confirmation number.