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Screen INAmend - Indiana Amended Return (1040)

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Overview - Tax year 2021 and beyond

Indiana doesn't have a separate form to calculate refund or balance due with an amended individual return. Instead, the refund or balance due with amended return is calculated on the Indiana Amended Return Worksheet. Use this screen to enter amounts for the worksheet.
Amend Form IT-40, Form IT-40PNR, or Form IT-40RNR
When the field
Amend Form IT-40, Form IT-40PNR, or Form IT-40RNR
 on the
INAmend
 screen is marked:
  • The Indiana Amended Tax Return Worksheet calculates.
  • The checkbox to indicate Amended return on Form IT-40, IT-40PNR, or IT-40RNR is marked.
  • The line for estimated payments made toward the current tax year reported on Schedule 5 or Schedule F includes amounts entered on the
    INAmend
     sceen for
    Amount previously paid
     with original return and
    Penalty for underpayment of estimated taxes
     reported on original return.
  • Calculations on the Indiana Late Filing Interest and Penalty Worksheets are suppressed.
  • Filing Instructions reflect Amended return
  • Electronic filing is turned off. Amended returns will need to be paper-filed.
Transfer original information
Enter
X
 in this field before you prepare the amended return, including the federal return.
Amount previously paid (excluding penalties and interest)
Upon printing (or previewing) the return and marking the field to
Transfer original information
, this field updates with the amount from the original return.
Form IT-40/IT-40PNR filers
When
Amend Form IT-40, Form IT-40PNR, or Form IT-40RNR
 is marked, this amount is included in the line for estimates paid toward current year on Schedule 5 or Schedule F.
Form IT-40RNR filers
There's no provision to report amount previously paid on an amended Form IT-40RNR. The amount entered here is included on the Indiana Amended Return Worksheet.
Form IT-40/IT-40PNR filers
When
Amend Form IT-40, Form IT-40PNR, or Form IT-40RNR
 is marked, this amount is included in the line for estimates paid toward current year on Schedule 5 or Schedule F.
Form IT-40RNR filers
This field doesn't apply to Form IT-40RNR filers. Any entry here will be ignored for IT-40RNR filers.
Penalty for underpayment of estimated taxes
Upon printing (or previewing) the return and marking the field to
Transfer original information
, this field updates with the amount from the original return.
Late penalties / late interest
These amounts will need to be entered manually. Enter the amount included with the originally filed return to report on the Indiana Amended Return Worksheet.
Amount previously refunded
Upon printing (or previewing) the return and marking the field to
Transfer original information
, this field updates with the amount from the original return.
There's no provision on an amended Form IT-40, IT-40PNR, or IT-40RNR return to report the amount refunded with the original return. Enter the amount to include on the Indiana Amended Return Worksheet.
Late payment penalty / Late payment interest / other adjustments
Enter additional amounts to report on the Indiana Amended Return Worksheet.

Overview - Tax year 2020 and before

Transfer original information
Enter
X
 in this field before you prepare the amended return, including the federal return.
Explanation of changes
You'll need to enter an explanation of changes to calculate the amended return.
Late payment penalty / Late payment interest
Enter amounts in these fields to include amounts of late filing / paying penalties and interest charges.

This article applies to:

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

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