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Screen MAAmend - Massachusetts Amended Return (1040)

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Overview

Use this screen to complete Form 1 Amended Return. UltraTax CS marks either the amended return or amended as a result of federal change mark box on Form 1 when there is data in the
Explanation of issues involved
, or
Original refund or balance due
 fields.

General Information

Enter general information about the return as originally filed in this section. UltraTax CS uses this information to complete the Massachusetts Amended Return Worksheet.
Amending as a result of federal change
Enter
X
 to indicate a Yes answer to the equivalent markbox on Form 1 or Form 1-NR/PY, Page 1.
Explanation of issues involved
In this statement dialog, enter an explanation of changes to income, exemptions, etc., to accompany the amended Form 1 or Form 1-NR/PY. Data entered here and not marking amending as a result of federal change will mark the Amended return markbox on Form 1 or Form 1-NR/PY.

Net Change

The amounts on Form 1 are calculated based on data entered elsewhere for this return. Enter amounts in this section as they appeared on the original return when they are different from the calculated amounts as amended. These amounts are used to calculate the Massachusetts amended return.
Transfer original refund or balance due
Before you make data entry changes to amend or correct a Massachusetts return that has already been filed.
  1. Print preview the return,
  2. mark this checkbox to display the refund or balance due from the original return (or as previously filed), and
  3. finally, make changes to data entry to correct the return. UltraTax CS uses the amounts in the
    Original refund or balance due
     field and the refund / balance due as currently shown on the main return to calculate the net change to tax reported on Form 1 or Form 1-NR/PY.
Original refund or balance due
Enter the refund (as a negative amount) or balance due as reported on the previously filed return. UltraTax CS uses the amount here and the amount of refund / balance due as currently shown on the main return to calculate the net change to tax reported on the Amended Filing Instructions.

Form 1-ES Estimates Recalculated

Use this section to prevent the recalculation of estimates when filing an Amended return.
Do not recalculate estimated tax payments
Estimates do not recalculate based on any changes to the return when this box is marked. The vouchers and the estimated tax filing instructions will not print. Estimated tax amounts will proforma from MAAmend Screen,
1st payment
 through
4th payment
, 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
 for the
Estimates - declaration for
2025
 field on MAEst Screen 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.

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