Screen MTAmend - Montana Amended Return (1040)

Overview

Use this screen to complete the amended information for the return. If information transferred from UltraTax/1040 doesn’t require additional data or coding, UltraTax/1040-MT shows it on the form only, not in the input screen.

General 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.

Reconciliation Statement

Use the appropriate code in the
Application of 2024 overpayment
field on MTEst Screen to change the amount applied to the 2025 used on the Amended Reconciliation Worksheet and on Form 2.
If using the
Transfer original information
field previous, UltraTax CS automatically transfers one or more amounts applied to 2025 estimated tax amount calculated in the previously filed return. Any amounts entered here are for information purposes only and don’t print on the Amended Reconciliation Worksheets, line 25 nor are they used on Form 2.

Form-IT Estimates Recalculated

Use this section to prevent the recalculation of the estimated taxes that were prepared based on the original return filed.
UltraTax CS won’t recalculate estimates based on any changes to the return when this field is marked. The vouchers and the estimated tax filing instructions won’t print. UltraTax CS will proforma the estimated tax amounts from MTAmend Screen,
1st payment
through
4th payment
, in the Originally calculated column.
Enter the estimate quarterly payment voucher amounts originally calculated.
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