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Screen Amend - Amended Return (1040)
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Form 1040X - Amended Return
Use this section to enter general information to complete Form 1040X and the Amended Comparison Report. You can enter 0s in all original amount fields.
Filing Form W-7 with Form 1040X - Amended Return
Enter
X
to print the W-7 IRS filing address on the 1040X filing instructions and slipsheet.Transfer original information
Enter
X
to transfer the originally reported information to the As Originally Reported
fields in this screen. Originally reported information is defined as the information contained in the return the last time you printed it.Adjusted gross income
Enter the code, description, and amount for each item included in the
Adjusted gross income
statement as reported on the original return.Itemized/standard deduction
Enter the code, description, and amount for either each itemized deduction or the standard deduction (including deductions limited by AGI) as reported on the original return.
Original return was a Form 1040NR
Mark this field if the original return was a Form 1040NR.
Tax
Enter the amount of tax that was originally reported on Form 1040 line 18.
Credits
Enter the amount of non-refundable tax credits that you claimed on the original return.
Other taxes
Enter the amount of other taxes claimed on the original return.
Paid with return
Enter the amount paid on Form 1040 line 37 on the original return, plus any additional tax that resulted if the original return was changed or examined. Don't include payments of interest or penalties.
Overpayment
Enter the overpayment from the original return. If the original return was changed by the IRS and the result was an additional overpayment of tax, also include that amount. Don't include interest received on any refund.
Overpayment applied to your
2026
estimated taxEnter the overpayment that was originally applied to the
2026
estimated tax. Both the original and amended overpayment amounts proforma.Carryback claim?
Enter
X
for the text "Carryback Claim" to display at the top of Form 1040X, Page 1.Election fund change: Taxpayer/Spouse
Enter
X
if the taxpayer/spouse didn't donate $3 to the presidential election campaign fund but will donate on the amended return.Amended overpayment: Amount to apply forward
Enter the amount of overpayment you want to apply if you don't want 100% of it refunded. This amount plus any overpayment on the original return will proforma to the
2026
federal payment screen.note
Per IRS instructions, the original overpayment applied forward can't be used to cover additional tax owed on an amended return.
Amended overpayment: Year applied to
Enter the tax year to which the overpayment should be applied.
Explanation of changes
Use the attached statement to enter an explanation of changes to income, deductions, and credits. You must enter an explanation in order to generate the amended filing instructions and print Form 1040X.
note
To use the federal explanation for any state returns, select
Setup
, 1040 Individual
, Other Return Options
, the Other
tab and mark Default to federal amended return explanation of changes
. This global option affects all clients.Corrected Form 1040-SS or 1040-PR explanation of changes and date corrected
Complete this field to print "CORRECTED" and the date at the top of Form 1040-SS or 1040-PR, Page 1. The explanation of changes prints in an attached statement.
2026 Form 1040-ES Estimates Recalculated and Other Info
2026
Form 1040-ES Estimates Recalculated and Other InfoTransfer original 1040-ES information
Enter
X
to transfer the original 1040-ES payments to the Originally calculated
and Amount Direct Debited
fields to this screen.Do not recalculate estimated tax payments
Mark the
Transfer original 1040-ES information
box before marking this box. If you mark this box:- UltraTax CS won't recalculate estimates based on any changes to the return.
- The 1040-ES vouchers won't print and no estimated tax filing instructions will print.
- The estimated tax amounts from the Amend screen,1st paymentthrough4th payment, in theOriginally calculatedcolumn will proforma.
- Any amounts that were to be direct debited will also remain the same.
note
If you want 1040-ES vouchers to print with Form 1040-X, using the originally calculated amounts, don't use this checkbox. Use Form 1040-ES -
2026
declaration code 9
on the Est screen and enter the original estimated tax payment amounts in the fields for Amts for code 5 or 9
.1040-ES payment: Originally calculated
Enter the 1040-ES quarterly payment amount that originally calculated.
note
The amended 1040-ES filing instructions indicate which estimates have been recalculated based on data in all
1040-ES payment originally calculated
fields.1040-ES payment: Amount Direct Debited
Enter the 1040-ES quarterly payment amount that was direct debited if the amount to be debited will change. These fields affect only the estimate filing instructions. If the estimates have already been debited, leave these fields blank.
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