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Screen LAAmend - Louisiana Amended Return (1040)

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Overview

Use this screen to file an amended Louisiana tax return and to complete the R-540X, Louisiana Amended Return Information Sheet. UltraTax CS uses the information entered in this screen to complete column A, as originally reported. UltraTax CS automatically enters data for the worksheet’s column C, Correct amount, based on the current and active taxpayer data in UltraTax/1040. UltraTax CS then compares column C with column A to calculate column B, Net change.
Enter any information from the original return that is different from what is currently being reported.

General Information

Use this section to indicate an amended Louisiana tax return is required. An entry in any field marks the field on Form IT-540 or Form IT-540B, indicating that this is an amended return.
Explanation of changes
An entry in this field marks the field on Form IT-540 / IT-540B, indicating that this is an amended return.
Net operating loss carryback
Select this field if the amended return is due to utilizing a net operating loss carryback.

Amounts as Previously Reported

Enter amounts in this section as they appeared on the original return when they are different from the calculated amounts as amended. Blank fields in this section default to the corrected amount. If the original return showed no amount for an item being amended, enter
0
 (zero) in the corresponding field.
Transfer original information
Select this field to enter the original data (as of the last time the return was printed) in the amount fields. Select this field prior to printing the amended federal return, if the federal return is also being prepared. Alternatively, the original amounts may be entered directly in this screen.

Other Information

Use this section to provide information as the information appeared on the return as originally filed.
Payment made with original return (Filing instructions only)
If you file an amended return for the current year, enter the amount paid with or after filing the original return for the current year. This information is used for filing instructions only and doesn't show on Form IT-540 / IT-540B or the R-540X, Louisiana Amended Return Information Sheet.
Overpayment received from original return (Filing instructions only)
If you file an amended return for the current year, enter the amount of refund shown (or adjusted) on the original return for the current year. This information is used for filing instructions only and doesn't show on the Louisiana Form IT-540 / IT-540B, or the R-540X, Louisiana Amended Return Information Sheet.

Form IT-540ES Estimates Recalculated

Use this section to prevent the recalculation of the estimated taxes that were prepared based on the original return filed.
Do not recalculate estimated tax payments (Retain estimates as originally calculated)
UltraTax CS doesn't recalculate estimates based on any changes to the return when this checkbox is marked. The vouchers and the estimated tax filing instructions don't print. UltraTax CS proformas the estimated tax amounts from the
LAAmend
 screen,
1st payment
 through
4th payment
, in the
Originally calculated
 column.
note
If you want estimate vouchers to print with the amended return, using the originally calculated amounts, don't use this checkbox. Select code
9
 for
Estimates - declaration for
on the
LAEst
 screen and enter the original estimated tax payment voucher amounts in the
Amounts for code 5 or 9
 fields.
1st payment - 4th payment: Originally calculated
Enter the estimate quarterly payment voucher amounts originally calculated.

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