Amend a return that has already been amended (1040)
To amend a return that's already been amended, complete the following steps.
- Open the previously amended return.
- SelectFile, thenSave As.
- Enter a new client ID to preserve the original amended information, then selectSave.
- Close the preserved return. Open the original amended return and make your changes.
- Verify that the information on Form 1040 matches the information reported on the previous amended return.noteIf there were changes after filing the previously amended return, either remove those changes now, or complete steps 1-9, manually adjust the original information for Form 1040X, then complete step 10.
- Open theAmendscreen in theSeparate Filingsfolder.
- SelectEdit, thenDelete screen data.
- If you're amending an amended state return, perform the previous steps for each state.
- Preview the return, verifying that Form 1040 and any state returns match the previously amended amounts.
- If you're amending a state return, enterXin theTransfer original informationfield in theAmendscreen for each state.
- EnterXin theTransfer original informationfield on the federalAmendscreen. UltraTax CS enters the previously amended amounts as the original information.
- In theExplanation of changesfield, enter the reason for amending the return.
- Update the return with the newly amended amounts and/or information.
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Screen Amend - Amended Return (1040)
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