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Screen OKAmend - Oklahoma Amended Return (1040)

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Overview

Use this screen to complete amended Form 511 and Form 511NR.
If information transferred from UltraTax/1040 doesn't require additional data or coding, UltraTax/1040-OK shows it on the form only, not in the input screen.

General Information

Transfer original information
Enter
X
 to enter the original data (as of the last time the return was printed) in the amount fields. Select this option prior to printing the amended federal return, if it's also being prepared.
Original return payment and additional payments
Use this field to enter the amount of payments submitted with the original return as well as any additional payments.
Original return overpayment
Use this field to enter the amount of overpayment from the original return.
Explanation of changes
In the statement window, enter an explanation for each change being reported on the amended return. This information is used to complete amended Form 511 and Form 511NR. The amended return won't print if this field isn't complete.

Form OW-8-ES 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
UltraTax CS won't recalculate estimates based on any changes to the return when this checkbox is marked. The vouchers and the estimated tax filing instructions won't print. UltraTax CS will proforma the estimated tax amounts from the
OKAmend
 screen,
1st payment
 through
4th payment
 and
Original return amount applied to 
2026
 estimated tax
 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 use this checkbox. Select code
9
 for
Estimates - declaration for 
2026
 on the
OKEst
 screen and enter the original estimated tax payment voucher amounts in the
Amounts for code 5 or 9
 fields.
1st - 4th payment: Originally calculated
Enter the estimate quarterly payment voucher amounts originally calculated.

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