Screen UTAmend — Utah Amended Return (1040)

Show all hidden content

General Information

Reason for amending
To prepare an amended return, enter a
Reason for amending
code. UltraTax CS shows the code number will show on Form TC-40, and marks the
Amended Return
checkbox on Form TC-40.
Tax year of net operating loss if the reason is code 4
If you entered
4
for the
Reason for amending
code, enter the tax year of the net operating loss.
Explanation of changes
You need to add an explanation of changes for any electronically-filed amended returns. If you are paper-filing and the
Reason for amending
is code
2
or
5
, enter that explanation here.

Amounts as Previously Reported

Use this section to prevent the recalculation of the estimated taxes that were prepared based on the original return filed.
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 before printing the amended federal return, if you're also preparing this.
This field will be marked if you selected the state to be amended when you selected the federal return to be amended on the federal
Amend
screen.
Previous overpayment applied to
2026
The amount you enter here is used as the overpayment on the amended return, in place of any calculated overpayment applied amount. Once the election to make an overpayment is made, you can't change the amount.

Form TC-546 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 as originally calculated
If you enter
X
, the vouchers and the estimated tax filing instructions won't print. The estimated tax amounts from the
UTAmend
screen,
1st payment
through
4th payment
, and the
overpayment applied
amount in the
Originally calculated
column, are proforma'd to the following year.
1st payment - 4th payment: Originally calculated
Enter the estimate quarterly payment voucher amounts originally calculated.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close