1040-US: Filing Form 5329 with an amended return

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Question

How do I file Form 5329 with an amended return?

Answer

First complete the steps detailed in Completing amended returns in UltraTax CS. Remember to make the necessary changes for the amended return on the applicable input screens. Then, do one of the following:

Related topic: 1040X - Amended return FAQs

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