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Screen ORAmend - Oregon Amended Return (1040)

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General Information

Explanation of changes
Enter an explanation for each change that is being reported on the amended return in the statement dialog.

Amounts as Previously Reported

Enter amounts in this section as they appeared on the original return when they are
different
 from the calculated amounts as amended.
Transfer original information
Enter
X
 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.
Amount paid with original return
UltraTax CS transfers the original balance due before interest and penalty into this field if the
Transfer original information
 field is marked. Enter a different amount if a different amount was paid with the original return or the original return was not prepared in UltraTax CS.
Income tax refund received
UltraTax CS transfers the refund amount from the original return (not including any interest and penalties) if the
Transfer original information
 field is marked. Enter an amount if a different refund amount was received or if the original return was not prepared in UltraTax CS.
Federal tax liability deducted on the original return
Enter the tax liability subtraction from the original return. When amending prior to the original due date of the return, the federal tax liability deduction is recalculated. If amending after the original due date, then the original tax liability is used in the calculation. If the federal tax liability changes when amending after the filing deadline, the adjustment should be entered as an addition or subtraction in the year the amendment is filed.
Federal tax liability (Force)
Enter the corrected tax liability subtraction from a notice received from the state, if applicable, or an amount to force the amount to be subtracted. UltraTax CS uses this amount instead of the amount reported on the original return regardless of the date filed.

Other Information

Interest on additional tax
UltraTax CS does not automatically calculate interest if there is a balance due. Use this field to enter interest.

Form 40-ESV 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
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 ORAmend Screen,
1st payment
 through
4th payment
 and
Overpayment applied to
2026
 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
2026
 field on OREst Screen and enter the original estimated tax payment voucher amounts in the
Amounts for
2026
 estimates paid
 fields.

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