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Screen MEAmend - Maine Amended Return (1040)

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Overview

Use this screen when amending return. Maine no longer has a separate amended form. Amended checkbox will fill when this screen is used.

General Information

Amended checkbox on the Maine form 1040ME will be marked when this screen is completed. Enter your explanation of changes to have a statement printed to file with return.
note
Charitable contributions cannot be changed on an amended return per Maine state law.
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 prior to printing the amended federal return, if it is 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.
Explanation of changes
In this statement dialog, enter an explanation of changes to income, exemptions, etc. The explanation of changes defaults to the explanation entered in the federal Amend Screen if this field is blank, and the
Default to federal amended return explanation of changes
 checkbox is marked in Setup, 1040 Individual, Federal tab, Other Return Options button, and then Other tab. This will print as a not required statement for audit trail purposes as the state no longer requires this information be transmitted with the return.

Original Returns Refund or Balance Due

The amount paid with the original return is included on the estimate paid line of the Maine return.
The refund from original return will reduce the refund calculated on the Maine return. If the original refund is greater than the amended refund the difference will become the balance due.

Form 1040ES-ME 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 (Retain estimates as originally calculated)
UltraTax CS will not recalculate estimates based on any changes to the return when this box is marked. The vouchers and the estimated tax filing instructions will not print. UltraTax CS will proforma the estimated tax amounts from the MEAmend Screen,
1st payment
 through
4th payment
 and
Overpayment applied to estimated tax
, in the
Originally calculated
 column.
note
If you want estimate vouchers to print with the amended return, using the originally calculated amounts, do not use this checkbox. Select code
9
 from the
Estimates - declaration for
field on the MEEst Screen, and enter the original estimated tax payment voucher amounts in the
Amounts for code 5, 9 or estimates paid
 field.
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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