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Prepare 2290 amended returns for electronic filing

Follow these steps to prepare an electronic Form 2290 amended return.
note
  • 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.
  • If you use a 3rd-party application vendor to transmit 2290 returns, UltraTax CS places the electronic file for the amended return in the location you specified in the
    Setup
    ,
    User Preferences
    ,
    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.
  • We recommend waiting to receive the watermarked Schedule 1 from the IRS for the tax period filed before beginning amended data entry.
  1. Open the original 2290 client return in UltraTax CS.
  2. If the return was previously electronically filed and the electronic file was accepted, a status system warning may trigger. To bypass the message, select the
    Open completed client for editing
     option, then
    Open Client for Editing
    .
  3. Select
    Return
     to open the
    Return
     screen.
  4. Add another unit of the
    Return
     screen.
  5. Select the period to amend from the
    Month vehicle(s) first used in tax year
     field.
  6. Make sure that another unit displays after the folders block so that the data from previously filed tax returns isn't modified.
    note
    • The month selected for the unit in the
      Month vehicle(s) first used in tax year
       field will display after the folders block.
    • When amending a return previously filed for the same tax period, multiple units will be labeled with the same month. Make sure to enter amended information in the newly added unit.
  7. Make sure that copies of previously filed returns are on file in your document management system.
  8. In the Return Information section, make sure that the
    Calculate this unit
     field is marked in the new unit.
    note
    UltraTax CS automatically marks this field when a new Return unit is added to a 2290 client's return.
  9. In the Amended Information Section in the
    Return
     screen, select the reason for amending the return from the
    Amended Return
     dropdown.
    note
    • This field is required. If you leave this field blank, the
      Amended Return
       and
      VIN Correction
       fields won't be marked on Form 2290.
    • Form 2290 returns can be amended for the following reasons only:
      • Additional tax is owed due to an increase in the taxable gross weight of a previously reported vehicle.
      • A vehicle previously reported as suspended exceeded the mileage use limit.
      • A vehicle identification number (VIN) was reported incorrectly.
  10. Enter the remaining amended tax data as necessary in the Amended Information section of the
    Return
     screen.
  11. Select the
    ELF
     tab.
  12. Mark
    File this return electronically
    .
  13. Enter a date in the
    Signature date
     field.
  14. To request an electronic funds withdrawal to pay a balance due, enter
    X
     in the
    Electronic funds withdrawal for balance due returns
     field. Also, complete the bank information fields in the
    Bank
     screen in the
    General
     folder.
  15. 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. Make sure that you have cleared all Critical and ELF Critical diagnostic messages and have reviewed the FYI diagnostic messages, then close the
    Federal Diagnostics
     window.
  16. Thomson Reuters can send the client an email notification on your behalf when the federal and state returns and extensions are accepted. To do so, complete the
    E-mail address
     field in the
    Contact
     screen in the
    General
     folder, then enter
    X
     in the
    Email notification when electronic file is accepted by taxing agency
     field in the
    ELF
     screen in the
    Return
     folder.
  17. 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
    2290 Heavy Vehicle Use Tax
     to open the
    2290 Product information
     window. Select the correct tab, 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.
  18. Select
    File
    , then
    Print Returns
    .
  19. 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.
  20. Select
    Options
    , and make sure that the correct checkboxes are marked.
  21. To create electronic files for multiple clients at the same time, select
    Clients
    , then the clients.
  22. 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
     in the toolbar, or
    Preview
     in the Print Returns window, UltraTax CS doesn't generate the electronic file.

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