Amending a fiduciary return (1041)

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Use Form 1041 to file an amended return.

  1. Choose File > Open Client and select the return to be amended.
  2. Choose File > Save As.
  3. Enter a new client ID to preserve the original information, and click Save.
  4. Close the preserved return and open the original return to modify the income, deductions, or beneficiary information as necessary.
  5. Click the General folder.
  6. On Screen Amend, enter data in the statement dialog for the Explanation of changes field to explain the changes made to the original return. Also enter the amount paid, overpayment applied or refunded, or underpayment penalty with the original return.

Note: Form 1041, Schedule K-1 and Grantor / Agency Report are marked as amended when there is an entry in the statement dialog for the Explanation of changes field on Screen Amend.

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