Screen IAAmend - Iowa Amended Return (1040)

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Overview

Use this screen to enter information that is used to amend the current-year tax return.

Explanation

Use this section to enter information used to complete Form IA 102 and amended IA 1040.
Transfer original information
Mark this field to enter the original data, as of the last time the return was printed, in the amount fields. Mark this field before printing the amended federal return if it is also being prepared.
Reason for amendment
This field is to indicate on the IA 102 the reason for amendment.
Explanation of changes
Use this statement window to enter an explanation for each change in income, credits, and modifications on Form IA 102.
Pass-through entity information
Use this statement to enter pass-through entity information if the reason for amending is due to changes from a pass-through entity.

Amounts as Previously Reported

Use this section to enter amounts as originally filed or previously adjusted.

Form IA 1040ES Estimates Recalculated

Use this section to prevent the recalculation of the estimated taxes that were prepared based on the original return filed.
Do not recalculate estimated tax payments
UltraTax CS won’t recalculate estimates based on any changes to the return when this checkbox is marked. The vouchers and the estimated tax filing instructions won’t print. UltraTax CS proformas the estimated tax amounts from the IAAmend Screen,
1st payment
through
4th payment
and
Overpayment applied to estimated tax
fields, 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. Select code
9
from the
Estimates - declaration for
field on the IAEst Screen, and enter the original estimated tax payment voucher amounts in the
Amounts for code 5, 9 or estimate paid
field.
Originally calculated: 1st - 4th payment
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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