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Prepare amended returns for electronic filing

Do the following to prepare an electronic Form 1041 amended return.
note
  • Create a copy of the return before you enter the amended information so that you have the original return available as well. To create a copy of the return, open the client’s return, select
    File
    ,
    Save As
    , enter a new client ID, then select
    Save
    .
  • Form 9325, Acknowledgement and General Information for Taxpayers Who File Returns Electronically, is based on the status of the client's return at the time Form 9325 is printed, not the status of the electronic file that was last accepted. We recommend creating a copy of the return before you enter amended information then saving the original client return.
  • You don't need to attach a copy of the original return to the amended return.
  • When UltraTax CS creates electronic files for amended returns, the application automatically deletes any untransmitted electronic files for a client.
  • We don't charge a separate PRP fee for electronically filing amended returns.
  • If you use a 3rd-party application vendor to transmit 1041 returns, UltraTax CS places the electronic file for the amended return in the location you specified in
    Setup
    ,
    User Preferences
    , then the
    File Locations
     tab.
  • If you use a 3rd-party application vendor as your transmitter, UltraTax CS creates the electronic file for the amended return without checking for errors when you print the return. The 3rd-party application vendor checks for errors in these returns.
  1. Amend the client's tax data as necessary. Make sure to follow the guidelines for entering data.
  2. Open the
    ELF
     screen in the
    Electronic Filing
     folder.
  3. Mark the
    File this return electronically
     checkbox.
  4. Enter a date in the
    Signature date
     field.
  5. If you're not preparing an electronic amended return for a state return, enter
    X
     in the
    Suppress the creation of: State electronic files when only filing federal returns or extension electronically
     field.
    note
    When you create the federal electronic file, UltraTax CS automatically creates the state electronic file. UltraTax CS generates a state FYI diagnostic message that indicates a state electronic file was suppressed. You can file a paper return for the state and suppress the creation of the state electronic file. Except for PDF attachments for electronic files, the IRS won't permit you to submit additional paperwork to the taxing authority.
  6. To request an electronic funds withdrawal to pay a balance, complete the
    Electronic funds withdrawal for amended returns: Requested payment date
     field. Also, complete the bank information fields in the
    Bank
     screen in the
    General
     folder.
  7. Select
    View
    , then
    Diagnostics
     to review the diagnostic messages in the
    Federal Diagnostics
     window. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Verify that you've cleared the Critical and ELF Critical diagnostic messages and reviewed the FYI diagnostic messages, then close the
    Federal Diagnostics
     window.
  8. Thomson Reuters can send the client an email notification on your behalf when the federal and state returns and extensions are accepted. Select this option in the client's return before you create the electronic file.
  9. By default, the government collation includes only the forms required to submit to the taxing authority when you file an electronic return. To change these collations, select
    Setup
    , then
    1041 Fiduciary
    . Select the tab (federal or state), then
    Tax Return
     to modify the print collation for all electronic returns. We strongly recommend using the default collation. This won't affect which forms are included in the electronic file.
  10. Select
    File
    , then
    Print Returns
  11. Mark the
    Government copy
     and the
    Create electronic file
     checkboxes.
    note
    • To create the electronic file for the return or check the return for electronic filing errors without printing forms, mark only the
      Create electronic file
       checkbox following the
      Government copy
       checkbox.
    • Select
      Check E-File
       to check for errors without creating the electronic file.
    • Select
      E-File
       to check for errors and create the electronic file.
    • If you use a 3rd-party application vendor to transmit returns, mark the
      Create electronic file (for 3rd Party)
       checkbox to create the electronic file. The 3rd-party vendor is responsible for checking for errors.
  12. To create electronic files for multiple clients at the same time, select
    Clients
    , then select the clients.
  13. Select
    Preview
     to view the amended return on screen, or select
    Check E-File
    ,
    Print
    , or
    E-File
    . When you select
    Preview
    ,
    Print
    ,
    Check E-File
    , or
    E-File
    , UltraTax CS checks for errors in the electronic file.
    note
    You'll need to select
    Print
     or
    E-File
     in the
    Print Returns
     window to create the electronic file. If you select
    Print Preview
     on the toolbar, or
    Preview
     in the
    Print Returns
     window, UltraTax CS doesn't generate the electronic file.

This article applies to:

  • PRODUCT: UltraTax CS
  • Return type: 1041 Fiduciary

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