Screen NMAmend - New Mexico Amended Return (1040)

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Overview

Use this screen to complete Form PIT-X, New Mexico Personal Income Amended Return. UltraTax CS uses the information entered in this screen to complete the As Previously Filed column. UltraTax CS automatically enters data for the As Amended column based on the current and active taxpayer data in UltraTax/1040.
Enter any information from the original return that's different from what is currently being reported.

General Information

Enter general information about the return as originally filed in this section. UltraTax CS uses this information to complete Form PIT-X.
Transfer original information
Enter
X
to populate the amount fields with original data (as of the last time the return was printed). Choose this option prior to printing the amended federal return, if it is also being prepared. Alternatively, the original amounts may be directly entered in this screen.
Explanation for amended return
In the statement window, enter an explanation of changes to income, exemptions, etc. to accompany Form PIT-X. 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 the
Setup
,
1040 Individual
, the
Federal
tab,
Other Return Options
, then the
Other
tab.

Amended Payments and Overpayment Applied

UltraTax CS uses the information in this section to complete Form PIT-X, Pages 1 and 2.
Payments on previously filed returns or made with payment schedule
UltraTax CS transfers amounts from the original filed return when the
Transfer original information
field is marked for the first amendment return. Any additional amendments require additional data entry in the statement window.
Refund on previously filed returns
UltraTax CS transfers amounts from the original filed return when the
Transfer original information
field is marked for the 1st amendment return. Any additional amendments require additional data entry in the statement window.

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