Preparing 2290 amended returns for electronic filing

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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.

To prepare an electronic Form 2290 amended return, complete the steps below.

Note: You do not need to attach a copy of the original return to the amended return. If you choose to attach the original return, refer to Attaching Portable Document Format (PDF) file to electronic files for more information.

We recommend that you wait to receive the watermarked Schedule 1 from the IRS for the tax period filed before beginning amended data entry.

  1. Open the original UltraTax/2290 client return.
  2. If the return was previously electronically filed and the electronic file was accepted, a status system warning may trigger. See Discourage access feature for more information. To bypass the message, click the Open completed client for editing option and then click Open Client for Editing.
  3. In the folders block, click Return to open Screen Return.
  4. Add another unit of Screen Return. See Adding an input screen unit for more information.
  5. At the top of the screen, select the period you want to amend from the Month vehicle(s) first used in tax year field.
  6. Verify under the folders block that another unit displays so that the data from previously-filed tax returns is not modified.

    Notes

    • The month chosen for the unit in the Month vehicle(s) first used in tax year field will display under the folders block.
    • When amending a return previously filed for the same tax period, multiple units will be labeled with the same month. Be sure to enter amended information in the newly-added unit.
  7. Verify that copies of previously-filed returns are on file in your document management system. See Storing UltraTax CS documents for more information.
  8. In the Return Information section, verify 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 Screen Return, select the reason for amending the return from the Amended Return drop-down list.

    Notes

    • This field is required. If you leave this field blank, the Amended Return and VIN Correction fields will not be marked on Form 2290.
    • Form 2290 returns can be amended only for the following reasons.

      • 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 Screen Return.
  11. Click the ELF tab.
  12. Confirm that the File this return electronically field is marked.
  13. Enter a date in the Signature date field, if applicable.
  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 Screen Bank in the General folder.
  15. Choose View > Diagnostics to review the diagnostic messages in the Federal Diagnostics window. Click any item displayed in the window to open the corresponding screen to address the diagnostic message. Verify that you have cleared all Critical and ELF Critical diagnostic messages and have reviewed the FYI diagnostic messages, and then close the Federal Diagnostics window.
  16. If desired, Thomson Reuters can send the client an email notification on your behalf when the federal returns are accepted. To do so, complete the E-mail address field in Screen Contact in the General folder, and then enter X in the Email notification when electronic file is accepted by taxing agency field in Screen ELF in the Return folder.
  17. By default, the government collation includes only the forms required to be submitted to the taxing authority when you file an electronic return. To modify these collations, choose Setup > 2290 Heavy Vehicle Use Tax to open the 2290 Product information dialog. Then, click the desired tab, and click the Tax Return button to modify the print collation for all electronic returns. For information about editing these collations, see Customizing the print collation for returns filed electronically. Thomson Reuters strongly recommends that you use the default collation. This will not affect which forms are included in the electronic file.
  18. Choose File > Print Returns or click the Print Print button button to open the Print Returns dialog.
  19. Mark the Government copy and the Create electronic file checkboxes.

    Notes

    • To create the return or check the return for electronic filing errors without printing forms, mark only the Create electronic file checkbox under the Government copy checkbox in the Print Returns dialog.
      • To check for errors without creating the electronic file, click the Check E-File button.
      • To check for errors and create the electronic file, click the E-File button.
    • If you use a third-party application vendor to transmit returns, mark the Create electronic file (for 3rd Party) checkbox to create the electronic file. The third-party vendor is responsible for checking for errors.
  20. Click the Options button, and verify that the appropriate checkboxes are marked.
  21. To create electronic files for amended returns for multiple clients at the same time, click the Clients button and select the appropriate clients.
  22. Click the Preview button to view the amended return on screen, or click the Check E-File, Print, or E-File button. When you click the Preview, Print, Check E-File, or E-File button, UltraTax CS checks for errors in the electronic file.

    Note: You must click the Print or E-File button in the Print Returns dialog to create the electronic file for the amended return. Clicking the Print Preview button in the toolbar or clicking the Preview button in the Print Returns dialog does not generate the electronic file for the amended return.

Notes

  • When UltraTax CS creates electronic files for amended returns, the application automatically deletes any untransmitted electronic files for a client.
  • If you use a third-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. See Changing the location of electronic files for third-party application vendor transmissions for more information.
  • If you use a third-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 third-party application vendor checks for errors in these returns.

For information about resolving electronic filing errors and rejections, see the E-File Help Center > Resolving E-File Errors > 2290 page.

 

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