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Future of professionals report 2025
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Screen Amend - Amended Return (1041)
General Information
To amend a return for Illinois, Minnesota, or Pennsylvania, mark
Transfer amounts from original return
field on the Amend screen for the applicable state. Then, change any information at the federal level to complete the fields with the original information.Explanation of changes
In the statement dialog explain the changes made to the original return. Entering an explanation will mark the form as amended.
note
To indicate that Form 5227 is amended, enter an explanation in the
Amended return explanation
field on the SIT screen in the Split-Interest folder.Amounts as previously reported:
Enter amounts previously reported on Forms 1041, 1041-QFT, or 1040NR.
This article applies to:
- PRODUCT: UltraTax CS
- Return type: 1041 Fiduciary