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Screen DEAmend - Delaware Amended Return (1040)

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Overview

Use this screen to complete PIT-RES, Delaware Individual Resident Income Tax Return, page 3 and PIT-NON, Delaware Individual Non-resident Income Tax Return, page 4.

General Information

Amended federal return filed / ... / Filed as protective claim
Use these fields to answer the questions on PIT-RES, Page 3, and Form PIT-NON, Page 3.
Amount to be credited to estimated tax
Use this field to enter the refund amount to be credited to the estimated tax. This amount is subtracted from the refund on the amended return.
Penalties and interest
Enter the amount of penalties and interest due on the amended return. This amount is added to the balance due amount. Note that UltraTax doesn't automatically calculate the penalties and interest for amended returns.
Explanation of changes
Use the statement window to enter the explanation of changes for the amendment. The information transfers to PIT-NON, Page 3 and PIT-RES, Page 3.

Amounts as Previously Reported

Transfer original information
Enter
X
 to enter the original data (as of the last time you printed the return) in the amount fields. Select this field before printing the amended federal return if it is also being prepared.
In some cases, when you select the
Transfer original information
 checkbox, the taxpayer / spouse characteristics aren't retained. Under these circumstances, UltraTax/1040-DE defaults the total of the original amounts to the taxpayer. You might need to enter the taxpayer / spouse amounts manually for correct reporting.
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.
Refund on original return
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.
Estimated tax carryover on original return
Enter the overpayment applied to the
2026
 estimated tax amount originally calculated.
Contributions on original return
Enter the Contributions to Special Funds made on the original return.

PIT-EST Estimates Recalculated

Use this section to prevent recalculating the estimated taxes that were prepared based on the original filed return.
Do not recalculate estimated tax payments
UltraTax CS won't recalculate estimates based on any changes to the return when you select this checkbox. The vouchers and the estimated tax filing instructions won't print. UltraTax CS proformas the estimated tax amounts from the DEAmend screen,
1st payment
 through
4th payment
 and
overpayment applied
 amount, in the Originally calculated column.
note
If you want estimate vouchers to print with the amended return using the originally calculated amounts, don't select this checkbox. Select code 9 from the
Estimates - declaration for
2026
 field on the DEEst screen and enter the original estimated tax payment voucher amounts in the
Amounts for code 5, 9: 1st - 4th payment
 fields.
Originally calculated estimates: 1st - 4th payment
Enter the originally calculated estimated quarterly payment voucher amounts.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1040 Individual
  • State: Delaware

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