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Screen ALAmend - Alabama Amended Return (1040)

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Overview

Use this screen to complete Amended Form 40 Individual Income Tax Return Resident & Part-Year Residents and Amended Form 40NR Individual Income Tax Return Nonresidents Only. Alabama doesn't have a separate amended return. Forms 40 and 40NR have a checkbox to indicate that the return is an amended return.

General Information

Use this section to enter information as the information was filed on the original return and any additional information needed to complete the amended forms.
Explanation of changes
In the statement window, enter an explanation of changes to income or exemptions to accompany Amended Form 40/40NR.
Transfer original information
Enter
X
 to populate
Amount paid with original return
 or
Amount refunded on original return
, as of the last time the return was printed. Select this option before printing the amended federal return if the federal return is also being prepared. State amended returns are prepared on the same forms as the originally filed return.

Form 40ES Estimates Recalculated

Use this section to prevent the recalculation of the estimated taxes that were prepared based on the original return filed.
Don’t recalculate estimated tax payments
UltraTax CS won't recalculate estimates based on any changes to the return when this box is marked. The vouchers and the estimated tax filing instructions won't print. UltraTax CS will proforma the estimated tax amounts from the
ALAmend
screen,
1st payment
 through
4th payment
 and
Overpayment applied to estimated tax
 amount, in the
Originally calculated
 column.
note
If you want estimate vouchers to print with the amended return, using the originally calculated amounts, don't use this checkbox. Use code
9
 for
Estimates - declaration for
on the
ALEst
screen and enter the original estimated tax payment voucher amounts in the
Amounts for code 5 or 9
 fields.
1st - 4th payment: Originally calculated
Enter the estimate quarterly payment voucher amounts originally calculated.
Overpayment applied to estimated tax
Enter the overpayment applied to estimated tax amount originally calculated.

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