Alabama Form 40X – Fill Out and Use This PDF

The Alabama Form 40X is an amended individual income tax return for those who need to correct or update a previously filed Alabama state income tax return. Use it to adjust income, deductions, tax payments, or refund amounts for a prior tax year. Common reasons include calculation errors, changes in filing status, or adjustments following a federal audit. Fill out Alabama Form 40X online using the button below.

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Alabama Form 40X PDF Details

The Alabama Form 40X is filed to amend a previously submitted Alabama individual income tax return (Form 40 or Form 40A), or to request a state tax refund. Taxpayers use it to correct errors in income, deductions, exemptions, tax payments, or other figures from their original return.

Who should file: Alabama residents or non-residents who already submitted a state income tax return and later found an error, received a federal audit adjustment, or need to claim a refund not included in the original filing.

What you will need: Your Social Security number (and your spouse's if filing jointly), the original return figures, and the corrected amounts for each changed line. Provide a written explanation for every adjustment made.

Filing deadline: Submit Alabama Form 40X within three years of the original return due date or two years from when you paid the tax, whichever is later.

If you have not yet filed your Alabama income tax return, start with Alabama Form 40 or Alabama Form 40A. To make a payment with your amended return, use Alabama Form 40V.

Question	Answer
Form Name	Alabama Form 40X
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	form 40x alabama, form 40x, carryforward, preparer

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FORM			XX12830140X
40X			XX12830140X
40X	REV. 9/06

AMENDED Alabama Individual Income Tax Return
	or Application For Refund
	or Application For Refund							CALENDAR YEAR

This return is for the calendar year indicated or other tax year		Beginning:					Ending: •
Your social security number						Spouse’s SSN if joint return
•				•
Your first name			Initial		Last name
•
Spouse’s first name			Initial		Last name
•
Present home address (number and street or P.O. Box number
•
City, town or post office, state, and ZIP code
•

a.Name and address on original return if different from above. (If same, write “Same”)

b.Date original return was filed:


c. Check Form originally filed:						Form 40	Form 40A	E40	Form 40NR							Form 41 – Fiduciary (Estate or Trust)

d. Has your Federal return been audited for the year being changed?								Yes		No
	If “Yes,” attach copy of Federal report. If “No,” have you been advised that it will be?									Yes				No
e. Check here if the change pertains to a net operating loss carryback or carryforward.
																A. As originally		B. Net change –			C. Correct
	PLEASE FOLLOW LINE BY LINE INSTRUCTIONS FOR COMPLETION OF THIS FORM															reported or as adjusted	Increase or (Decrease)				C. Correct
																reported or as adjusted	Increase or (Decrease)				amount
																(See Instructions)		– Explain on Page 2			amount
																(See Instructions)		– Explain on Page 2

		1		Total income			. . . . . . . . . . . . . . . . . . . . . . . . . . . .		. .	. . . . . . . .	.	.		1
		2		Adjustments to income . .			. . . . . . . . . . . . . . . . . . . . . . . . . . . .		. .	. . . . . . . .	.	.		2
	Income	3		Adjusted gross income (subtract line 2 from line 1)					. .	. . . . . . . .	.	.		3
	Income	4		. . . . . . . . . . . Standard or Itemized Deductions					. .	. . . . . . . .	.	.		4
	and	5		Subtract line 4 from line 3			. . . . . . . . . . . . . . . . . . . . . . . . . . . .		. .	. . . . . . . .	.	.		5
Deductions		6		Federal income tax deduction					. .	. . . . . . . .	.	.		6
		7		. . . . . . . . . . . . . . . .Net income (subtract line 6 from line 5)					. .	. . . . . . . .	.	.		7
		8		Personal and dependent exemption or Fiduciary exemption						. . . . . . . .	.	.		8
		9		Taxable income (subtract line 8 from line 7)				. . . . . . . . . . .	. .	. . . . . . . .	.	.		9
			10a	Income Tax (including previous voluntary contribution) . . .					. .	. . . . . . . .	.	.		10a
			b	Consumer Use Tax			. . . . . . . . . . . . . . . . . . . . . . . . . . . .		. .	. . . . . . . .	.	.		10b
Tax Liability		11		. . . . . . . . . . . . . . . . . . . . . . . . .Total (add lines 10a and 10b)					. .	. . . . . . . .	.	.		11
		12		. . . . . . . . .Credits from Sch. CR and/or Sch. OC					. .	. . . . . . . .	.	.		12
		13		. . . . . . . . . .Net tax liability (subtract line 12 from line 11)					. .	. . . . . . . .	.	.		13
		14		Alabama income tax withheld					. .	. . . . . . . .	.	.		14
		15		Estimated tax payments .			. . . . . . . . . . . . . . . . . . . . . . . . . . . .		. .	. . . . . . . .	.	.		15
Payments		16		. . . . . . . . . . . . . . . . .Amount of tax paid with original return					. .	. . . . . . . .	.	. . .	. . . .		.	. . . . . . . . . . . . . . . . . . .	. .	. . . . . . . . . .	.	16
		17		. . . . . . . .Other payments			. . . . . . . . . . . . . . . . . . . . . . . . . . . .		. .	. . . . . . . .	.	. . .	. . . .		.	. . . . . . . . . . . . . . . . . . .	. .	. . . . . . . . . .	.	17
		18		. . . . . . . . . . . . . . . . . . . . . . .Total (add lines 14 through 17)					. .	. . . . . . . .	.	. . .	. . . .		.	. . . . . . . . . . . . . . . . . . .	. .	. . . . . . . . . .	.	18
		19		Overpayment, if any, as shown on return (or as previously adjusted by Alabama Department of Revenue)															.	19
	Refund	20		. . . . . . . . . . . . . . . . . . . . . . . . . .Subtract line 19 from line 18					. .	. . . . . . . .	.	. . .	. . . .		.	. . . . . . . . . . . . . . . . . . .	. .	. . . . . . . . . .	.	20
	Refund	21		BALANCE DUE. If line 13, column C is more than line 20, enter difference. Pay in full with this return.
	or			(If applicable, include interest from due date and penalties.)
Balance Due				Tax $_____________________ + Interest $_____________________ + Penalties $_____________________ =																21	•
		22		REFUND to be received. If line 13, column C is less than line 20, enter difference													. .	. . . . . . . . . .	.	22	•
			I authorize a representative of the Department of Revenue to discuss my return and attachments with my preparer.																RECEIVING STAMP
			Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and
	Please		statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other
	Please		than taxpayer) is based on all information of which preparer has any knowledge.
	Sign		▼
	Here		▼
	Here
			Your signature									Date
			▼
			Spouse’s signature (if filing jointly, BOTH must sign even if only one had income)

	Paid		Preparer’s		▼							Date
			Signature		▼
			Signature
Preparer’s			Firm’s name (or yours,													Telephone
Preparer’s			Firm’s name (or yours,
Use Only			if self employed)			▼
Use Only			and address									Preparer’s SSN or PTIN

*XX12830240X*

Form 40X

Page 2

EXPLANATION OF CHANGES TO INCOME, EXEMPTIONS, DEDUCTIONS, AND CREDITS.

Enter the line reference from page 1 for which you are reporting a change, and give the reason for each change. Attach applicable schedules.

MAILING INSTRUCTIONS. Mail this return to: Alabama Department of Revenue Individual and Corporate Tax Division P.O. Box 327464

Montgomery, AL 36132-7464

Do Not mail your current return with Form 40X, it must be mailed to a different address.

How to Edit Alabama Form 40X Online for Free

Alabama Form 40X can be completed online in minutes. Use the free FormsPal PDF editor to fill in, save, and download your amended Alabama tax return. The tool is updated regularly to deliver the best experience for users amending their state returns. To get started:

Step 1: Click the "Get Form" button at the top of this page to open Alabama Form 40X in the PDF editor.

Step 2: Once the editor loads, fill in the form fields, add or edit text, insert your signature, and make other changes as needed.

The Alabama Form 40X requires you to enter specific information carefully:

1. Complete the taxpayer identification section at the top of the form. Enter your name, address, and Social Security number. Include your spouse's SSN if filing a joint amended return, and indicate the tax year being corrected:

Alabama Form 40X - taxpayer identification and tax year section

2. In the main adjustment grid, enter the original amount, corrected amount, and net change for each item that differs from your original return. Fields include Total income, adjustments to income, deductions, tax liability, tax payments, refund amount, and balance due. Review all figures carefully before continuing.

Alabama Form 40X - income, deductions, and tax calculation adjustment grid

3. Complete the signature section. If a paid tax preparer assisted you, they must enter their name, firm, address, and preparer tax identification number (PTIN):

Alabama Form 40X - signature and paid preparer information

4. On the second page, explain each change from your original return. Enter the line number from the original Alabama tax return, the originally reported amount, the corrected amount, and a brief explanation for the adjustment:

Alabama Form 40X - line-by-line explanation of changes on page 2

Step 3: When finished, click "Done" to complete your Alabama Form 40X. Download it immediately or save it to edit later. All information entered on FormsPal is private and never shared. For the original Alabama return, see Alabama Form 40 or Form 40A.

Alabama Form 40X – Fill Out and Use This PDF

Alabama Form 40X PDF Details

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