Prepare an extension payment

Form 51 payment voucher and filing criteria

Alabama has a fail to pay penalty and a fail to file penalty, each subject to making payments by a certain due date.
As the Alabama Department of Revenue doesn't need an extension request if you can't file a return by the original due date, filing federal Form 4868 for Alabama purposes is unnecessary.
The Alabama Department of Revenue doesn't support electronic filing of Form 40V via the 3rd-party vendor like UltraTax CS.
The Alabama Department of Revenue does give a means for taxpayers to make payments online or via telephone.
To avoid a fail to pay penalty, the taxpayer needs to pay 100 percent of the tax liability by the original due date, April 15, 2024.
To avoid a fail to file penalty, the taxpayer needs to pay 100 percent of the tax liability by the extended due date, October 15, 2024.

Prepare the extension

Follow these steps to have UltraTax CS calculate a balance due with extension based on current data entry and calculations:
Enter
X
in the
Calculate Extension
field on the
ALExt
screen.
Select
Setup
,
1040 Individual
, the
Federal
tab, then
Extensions
to select the method for calculating the extension payment amount.
To force the extension payment amount with Form 40V, enter an amount in the
Balance due on extension (Force)
field on the
ALExt
screen.
While UltraTax CS supports printing of the Alabama Form 40V extension payment voucher without a payment amount, the Alabama Department of Revenue requests that taxpayers don’t submit the voucher unless there's an accompanying payment.

Print the extension

Prepare the return after filing an extension payment

The amount paid with extension is included in the Payments section of Form 40 or Form 40NR. Enter the amount on the
ALExt
screen in the
Extension payment actually made; reportable on main return
field. UltraTax CS populates this field when you create the extension if UltraTax CS calculated the extension payment amount, or if you forced the extension payment amount. Change the data entry for this amount if the taxpayer paid some other amount.
Enter the
Date return filed
on the
ALPen
screen. If the date exceeds the extended due date, UltraTax CS calculates a late penalty on the unpaid balance due.
You don't need to attach the extension to the return. The Alabama Department of Revenue doesn't need a copy of a federal or state extension when filing the return on paper.