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Screen ILAmend - Illinois Amended Return (1040)
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Overview
UltraTax CS uses this information in conjunction with information entered on the other Illinois input screens to prepare Form IL-1040-X. UltraTax CS automatically enters data on the form based on the current and active taxpayer data in UltraTax/1040-IL.
General Information
Information you enter in this section completes Form IL-1040-X, Page 1, Step 1 and Step 2.
Name, address, social security number changed
Enter
X
if any of this information has changed. UltraTax CS automatically marks the checkbox on Form IL-1040-X, Step 1, line B.Filing status (Force)
When you enter information in the
Filing status force
field, UltraTax CS automatically marks the checkbox on Form IL-1040-X, Step 1, line C.Date federal change accepted
When you enter a date in this field, UltraTax CS automatically marks the corresponding checkbox on Form IL-1040-X, line E, enters the date in the adjacent field, and indicates a
Yes
response to the following question, Did you file a U.S. Form 1040X?Financial Information
Information entered in this section and data calculated from Form IL-1040, Pages 1 and 2, and Schedules NR, CR, ED, and 1299-C complete Form IL-1040-X, Page 1, Step 2.
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.
Other payments
Enter the amount paid with the original return plus any additional tax paid after the original return was filed.
Overpayment Application
Use this section to indicate how the Illinois Department of Revenue should allocate the amended return's refund.