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Screen DCAmend - District of Columbia Amended Return (1040)

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Overview

Use this screen to enter the information needed to produce Form D-40 with the Amended return field indicated. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-DC only shows it on the form, not on the input screen.
note
This input screen is available for resident or part-year resident returns only.

General Information

Transfer original information
Select this field to enter the original data (as of the last time the return was printed) in the amount fields. Select this field before printing the amended federal return if it's also being prepared.
Explanation of changes to income, deductions, and credits
Use the statement dialog to enter a detailed explanation of changes to the original Form D-40. The information entered prints as a required statement.
Amount paid with original or previously filed return
Enter the amount remitted to the Department of Revenue with the original return. This amount is added to the Tax paid with extension of time to file or with the original return if this is an amended return line on Form D-40, Page 2.
Overpayment on original or previously filed return
Enter the amount of overpayment shown on the original return. This amount is for information only and is not used in any calculations.

Form D-40ES Estimates Recalculated

Use this section to prevent recalculating the estimated taxes that were prepared based on the original return filed.
Do not recalculate estimated tax payments
When you select this checkbox, UltraTax CS won't recalculate estimates based on any changes to the return. The vouchers and the estimated tax filing instructions won't print. UltraTax CS will proforma the estimated tax amounts from Screen DCAmend,
1st payment
 through
4th payment
 and
Overpayment applied to
2026
 estimated tax
 amount, in the
Originally calculated
 column.
note
Don't select this checkbox if you want estimate vouchers to print with the amended return using the originally calculated amounts. Select code
9
 for the
Estimates - declaration for
2026
 field on Screen DCEst 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 estimated quarterly payment voucher amounts originally calculated.
Overpayment applied to
2026
 estimated tax
Enter the overpayment applied to
2026
 estimated tax amount originally calculated.

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