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Prepare an extension payment

Use the
ALExt
 screen in the
Payments
 folder to generate the Form 40V extension payment voucher. The Alabama Department of Revenue doesn't have an extension request form. The purpose of Form 40V is solely to accompany an extension payment. The Department asks that you don't submit Form 40V unless there's an accompanying 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

Use the following methods to complete Form 40V, Individual Income Tax Payment Voucher, to use as an extension payment.
  • Follow these steps to have UltraTax CS calculate a balance due with extension based on current data entry and calculations:
    1. Enter
      X
       in the
      Calculate Extension
       field on the
      ALExt
       screen.
    2. Select
      Setup
      ,
      1040 Individual
      , the
      Federal
       tab, then
      Extensions
       to select the method for calculating the extension payment amount.
    note
    If you select
    File
    , then
    Print Extensions
     to select multiple clients at once for electronic filing, UltraTax CS marks the
    Calculate Extension
     field if the
    Create an extension without total tax liability amounts
     checkbox is clear.
  • 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

Select
File
, then
Print Extensions
 to print Form 40V after you complete the data entry on the
ALExt
 screen.

Prepare the return after filing an extension payment

Do the following when you're preparing for an extended return.
  • 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.
    tip
    If you file an extension via means other than UltraTax CS, enter the actual amount paid with the extension in the
    Force
     field. This will automatically complete data entry in other fields, including fields for extended due date and the amount actually paid with the extension.
  • 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.

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