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Screen VAAmend - Virginia Amended Return (1040)

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Overview

Use this screen to amend Form 760, 760PY, or 763. Data entered in any field on this screen marks the Amended field on Page 1. The calculation of the amount to be paid or refunded on the amended return is calculated on the Virginia Amended Return Worksheet and included in the filing instructions only. Per the state instruction, the amended return is calculated without including amounts paid or refunded on the original return.

General Information

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. Alternatively, the original amounts may be entered directly in this screen.
Explanation of changes for amended return
The explanation of changes for an amended return entered in this statement dialog is printed as a submittable statement with Form 760, 760PY, or 763.
To default to the federal explanation for amending a return, mark the option to
Default to federal amended return explanation of changes
 in the
Other
 tab under
Other Return Options
 of the
Federal
 tab. Enter an explanation of changes made to the return if different from the federal explanation in the statement attached to this field.
Late filing interest
UltraTax CS does not calculate late filing interest for amended returns. Enter any late filing interest and penalties to be included in the calculation of overpayment or balance due on the Virginia Amended Return Worksheet.
Return is being amended for a net operating loss
Enter
X
 to complete the heading on Forms 760, 760PY, and 763 when the return is being amended for a change to the federal net operating loss.

Form 760ES Estimates Recalculated

Use this section to prevent the recalculation of the estimated taxes that were prepared based on the original return filed. If the original estimates were electronically filed and accepted, they cannot be amended.
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 proformas the estimated tax amounts from the VAAmend 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
 from the
Estimates - declaration for
2026
 field on the VAEst screen, and enter the original estimated tax payment voucher amounts in the
Amounts for code 5, 9
 or
Amounts for
2026
 estimates paid
 fields.
Estimated payment: Originally calculated
Enter the estimate quarterly payment voucher amounts originally calculated.

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