Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Screens

Screen HIAmend - Hawaii Amended Return (1040)

Show all hidden content

Overview

Use this screen to complete an amended Form N-11 or N-15.

General Information

Use this section to enter information as it was filed on the original return and any additional information required to complete Form N-11 or N-15. UltraTax CS uses the information in this section to complete the amended version of Form Individual Income Tax Return.
Enter only the originally reported information that is different from what is currently being reported.
Explanation of changes
In the statement window, enter an explanation of changes to income or exemptions to complete Schedule AMD. The explanation of changes
does not
 default to the explanation entered in federal
Amend
 screen
even if
 the
Default to federal amended return explanation of changes
 checkbox is marked in
Setup
,
1040 Individual
,
Federal
 tab,
Other Return Options
,
Other
 tab. This is an exception for Hawaii.

Amounts as Previously Reported

Use this section to transfer amounts from the original return filed.
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 prior to printing the amended federal return, if it's also being prepared. Alternatively, the original amounts may be entered directly in this screen. State amended returns are prepared on the same forms as the originally filed return.
Amount paid with original return plus additional payments
Enter the amount paid with the original return plus any additional amount paid after it was filed. UltraTax CS uses these amounts to calculate the new refund or amount due for filing instructions. Per the state instructions, these amounts don't appear on the return.
Overpayment, if any as shown on original return or as adjusted
Enter the amount of overpayment (net of contributions) 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. Per the state instruction, these amounts don't appear on the return.

HI Form N-200V 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 and retain estimates as originally calculated
UltraTax CS doesn't recalculate estimates based on any changes to the return when this box is marked. The vouchers and the estimated tax filing instructions don't print. UltraTax CS proformas the estimated tax amounts from the
HIAmend
 screen,
1st payment
 through
4th payment
 and
overpayment applied
 amounts, in the
Originally calculated
 column.
note
If you want estimate vouchers to print with the amended return, using the originally calculated amounts, don't mark this checkbox. On the
HIEst
 screen, select code
9
 for the
Estimates - declaration for
2026
 field 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
2026
 estimated tax
Enter the overpayment applied to
2026
 estimated tax amount originally calculated.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • State: Hawaii

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close