Prepare amended returns for electronic filing

Do the following to prepare an electronic Form 5500 or 5500-SF amended return.
  1. Open the 5500 screen in the
    General
    folder.
  2. Mark the
    Amended return
    checkbox in the General Information section.
  3. Enter the client's tax data. Make sure to follow the guidelines for entering data.
  4. If you prepared the original return with UltraTax CS, the Return Acknowledgement Number will automatically populate when you mark the
    Amended return
    checkbox. If the original return wasn't prepared with UltraTax CS, enter the Return Acknowledgement Identification Number assigned by the Department of Labor (DOL) in the
    Original return acknowledgment ID number
    field.
  5. Select
    View
    , then
    Diagnostics
    to review the diagnostic messages in the
    Federal Diagnostics
    window. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Verify that you've cleared the Critical and ELF Critical diagnostic messages and reviewed the FYI diagnostic messages, then close the
    Federal Diagnostics
    window.
  6. Thomson Reuters can send the client an email notification on your behalf when the federal and state returns and extensions are accepted. Select this option in the client's return before you create the electronic file.
  7. By default, the government collation includes only the forms required to submit to the taxing authority when you file an electronic return. To change this collation, select
    Setup
    , then
    5500 Benefit Plans
    . Select
    Tax Return
    to modify the print collation for all 5500 returns. We strongly recommend using the default collation. This won't affect which forms are included in the electronic file.
  8. Select
    File
    then
    Print Returns
    , or select Print
  9. Mark the
    Government copy
    and the
    Create electronic file
    checkboxes.
  10. To create electronic files for multiple clients at the same time, select
    Clients
    , then the clients.
  11. Select
    Preview
    to view the amended return on screen, or select
    Check E-File
    ,
    Print
    , or
    E-File
    . When you select
    Preview
    ,
    Print
    ,
    Check E-File
    , or
    E-File
    , UltraTax CS checks for errors in the electronic file.

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