Screen AZAmend - Arizona Amended Return (1040)

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General Information

Name on original return, if different
Enter the name used on the original return if the name is different from the name used on the current return. If you leave this field blank, UltraTax CS prints SAME in the form field.
Originally filed income, deductions, credits and explanation of changes
In the statement dialog, enter any amount of income, deduction or credit that has changed from the previously filed return. Also enter a reason for the change per line item.

Amounts Previously Reported

The amounts on Form 140X are calculated based on data entered elsewhere for this return. Enter amounts in this section as those amounts appeared on the original return when the amounts are different from the calculated amounts as amended. These amounts are used to calculated the Arizona Amended Return Comparison Report. Fields you leave blank in this section default to the currently calculated amounts.
Transfer original information
Mark this field to enter the original data (as of the last time the return was printed or previewed) in the amount fields. Mark this field before printing or previewing the amended federal return, if the federal return is also being prepared. Alternatively, the original amounts may be entered directly in this screen.
Payment made with original return plus all other payments after it was filed
Enter the amount remitted with the original return plus any additional amount paid after the return was filed. UltraTax CS uses these amounts to calculate the new refund or amount due for filing instructions.
Overpayment from original return
Enter the amount of overpayment shown on the original return or as adjusted. UltraTax CS uses these amounts to calculate the new refund or amount due for the filing instructions.

Additional Information

Late payment and interest charges
UltraTax CS does not calculate late filing interest for amended returns. Enter any late-filing interest and penalties to be included in the calculation of overpayment or balance due on the amended return.
Application of amended tax return overpayment
The codes used in this field instruct UltraTax CS on how to apply any overpayment that may be generated on the amended return.

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