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Screen MIAmend - Michigan Amended Return (1040)

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Overview

UltraTax CS uses the information you enter in this screen to complete Column A, On Original Return lines on Michigan Schedule AMD Worksheet. UltraTax CS automatically enters data for the worksheet's Column B, Net Change, based on the current and active taxpayer data in UltraTax/1040-MI.

Amounts as Previously Reported

Information you enter in this section completes Form MI-1040X, Page 1. Data from the original return should be entered in these fields only if it differs from the current, active data. Contributions and use tax amounts may not be amended on Schedule AMD. If you need to amend your use tax, write to Michigan Department of Treasury, Customer Contact Division, P.O. Box 30427, Lansing MI, 48909.
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.
Deaf, blind or disabled exemptions / Qualified disabled veterans exemptions
Enter the number of exemptions claimed for these special exemptions on the original return if that number differs from the number in the current active data.

Dependents and Explanation of Changes

Information you enter in this section is used with data calculated on Form MI-1040, Pages 1 and 2, to complete the Exemptions and Explanation of Changes sections of Schedule AMD.
Dependents
Dependent information from the
Dependent information
 statement dialog in federal 1040 Screen transfers to this statement dialog, with the exception of the Dep Claimed Original Return column. In the Dep Claimed Original Return column, enter
X
 if the dependent was claimed on the original return, or leave this column blank if the dependent was not claimed on the original return.
Explanation of changes
To use the option, default to federal amended return explanation of changes, mark the state option in Setup, 1040 Individual, Federal tab, Other Return Options button, and then Other tab. If this option is marked, the federal explanation prints automatically on Form MI Schedule AMD, Page 1.

Form MI-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 and retain estimates as originally calculated
UltraTax CS does not recalculate estimates based on any changes to the return when this box is marked. The vouchers and the estimated tax filing instructions do not print. UltraTax CS proformas the estimated tax amounts from MIAmend Screen,
1st payment
 through
4th payment
 and
Overpayment applied to next year's estimated tax
 amount, 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 next year
 field on MIEst Screen and enter the original estimated tax payment voucher amounts in the
Amounts for code 5 or 9
 fields.
1st payment - 4th payment: Originally calculated
Enter the estimate quarterly payment voucher amounts originally calculated.
Overpayment applied to next year's estimated tax
Enter the overpayment applied to [[next year's estimated tax amount originally calculated.

This article applies to:

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

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