Question

Alabama form 40 and 40NR required by Alabama special rules???

Forum|Forum|5 years ago
June 28, 2020
1 reply
0 views

Turbo Tax is saying I need both forms but it is not supported by Turbo Tax.

We lived in Georgia from 1/2019 - 3/2019 and moved to Alabama in 4/2019. My wife worked in Alabama all of 2019 and I worked in Georgia all of 2019. So do we really need to file but both a Form 40 and 40NR?

SusanY1

Yes, since you were a part-year resident and you also had income from Alabama sources while a non-resident during the same tax year.

In your case, if I understand correctly you were a part-year resident but your wife had Alabama income during the period of non-residence (January - March) which requires you to use both forms according to Alabama's instructions.

The instructions are here: Alabama Form 40NR Booklet for reference (this issue is addressed at the top of the middle column on page 5.)

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D

dephi

I'd like an answer from the TT team on this? This should have EASILY been something to warn customers BEFORE we paid. Why is this issue being show to users AFTER we paid?

D

dephi

@dephi

I have also encountered your exact situation with turbotax refusing to file both Form 40 and 40NR. Unfortunately, the only option appears to be to print your AL forms and mail them in. If you have already e-filed form 40, but you are certain you did so correctly, only including income and deductions from during the period of residency, then I believe all you should need to do is mail in an accompanying form 40NR as an amendment to the following address:

Alabama Department of Revenue, P O Box 327469, Montgomery, AL 36132-7469 in that one ensuring you only include income and deductions from during the period of nonresidency.

I am not an accountant so I would recommend still doing your due diligence, but I have done extensive research on this exact situation for myself and this is what I did and would recommend.

I realize a good amount of time has passed since your comment, so I would also appreciate if you would be able to share if you did the above or anything different and if it worked. Thanks!

Thanks, but, this is not an accountant issue... jts a business practice issue. I only discovered this AFTER I paid TurboTax, otherwise I would NOT have paid for state and used a professional. This coat me over $700.

My solution is easy. Lawsuit.

Find all incidents where TurboTax failes to notify a filer before payment of a situation they cannot address. This should easily be thousands.