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Screen NYAmend - New York Amended Return (1040)

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Overview

Use this screen to complete portions of Forms IT-201-X and IT-203-X. If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-NY displays it on the form only, not in the screen.

Federal and Other Information

Use this section to provide miscellaneous information necessary for the calculation of Form IT-201-X, Amended Resident Income Tax Return and Form IT-203-X, Amended Nonresident and Part-Year Resident Income Tax Return.
Did taxpayer file an amended federal return
Enter
1
 or leave the field blank to indicate a
Yes
 response to the
Did you file an amended federal return
 question on Page 1 of Forms IT-201-X and IT-203-X. Enter
2
 to indicate a
No
 response. Forms IT-201-X and IT-203-X should be filed as if the return is being re-filed, in its entirety, complete with all supporting forms and schedules. For more information, see Notices N-07-21 and N-07-22, available at http://www.tax.ny.gov/pubs_and_bulls/notices.htm.
Federal audit change / ... / Treaties or visa
Enter
X
 in the appropriate field(s) to mark the corresponding checkboxes on the last page of Forms IT-201-X and IT-203-X.
Tax shelter transaction / ... / Explanation of other changes
Enter
X
 in the appropriate field(s) to mark the corresponding checkboxes on the last page of Forms IT-201-X and IT-203-X.
Partnership and S corporation information
Use the statement window to complete the portion of Page 6 of Forms IT-201-X and IT-203-X related to adjustments from partnerships or S Corporations.
Date of final federal determination
Enter the date of the final federal determination in this field.
Detail if not conceding to federal changes
If the taxpayer doesn't concede to the federal audit changes, enter an explanation in this field. If you enter detail in this statement dialog, UltraTax CS automatically marks a
No
 response to the
Do you concede the federal audit changes
 question and prints the detail on the last page of the amended form. If you don't enter detail in this statement window but enter a date in the
Date of final federal determination
 field, UltraTax CS automatically marks a
Yes
 response to the
Do you concede federal audit changes
 question on the form.
Federal adjustments
Use the statement window to complete the List federal changes portion of the last page of the amended return. A supplemental statement prints if more than 5 entries are made.
Previous federal taxable income reported / ... / Previously adjusted
Enter the previously reported federal taxable income in this field. Also indicate if the amount is
Per return
 or
Previously adjusted
 by entering
X
 in the applicable field.
Corrected federal taxable income
Enter the corrected federal taxable income in this field.
Earned income credit disallowed federally
Enter any disallowed credit in this field. An entry in this field marks the
Earned income credit
 checkbox on the last page of the amended return.
Child care credit disallowed federally
Enter any disallowed credit in this field. An entry in this field marks the
Child care credit
 checkbox on the last page of the amended return.
Federal fraud penalty assessed / ... / Other federal penalty explanation
Enter
X
 in the fields that apply. If the taxpayer is subject to other penalties, enter an explanation in the statement window attached to the
Other federal penalty explanation
 field.

Amounts as Previously Reported

UltraTax CS uses the information in this section to complete the Original overpayment applied to next year, original overpayment and amount paid with original return lines on Page 5 of Forms IT-201-X and IT-203-X.
  • Voluntary contributions may not be changed from the amount contributed on the original return. Don't change the amounts in the NYGen screen unless those amounts were adjusted by the New York State Tax Department.
  • Use tax may not be amended on Form IT-201-X or IT-203-X. Instead use Form ST-140 for an increase in use tax or Form AU-11 to request a refund of use tax paid. Don't change the amount of use tax entered in the NYGen screen.
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's also being prepared.
Amount paid on original return / ... / Overpayment applied to
2026
 tax
Enter the original overpayment or amount paid net of any penalty or interest. Use tax may not be amended. Instead use Form ST-140 for an increase in use tax or Form AU-11 to request a refund of use tax paid.
Residency status reported on original return
Enter a code in this field to mark the appropriate checkbox on Form IT-203-X, Page 1.

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