1040-US: Manually adjusting original information amounts for Form 1040X

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

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Question

If I forgot to mark the Transfer original information field or made changes prior to marking the Transfer original information field in Screen Amend, do the changes need to be removed and the amend process restarted?

Answer

No. If you forgot to mark the Transfer Original Information field and have already made changes, original information amounts can be manually adjusted in Screen Amend after marking the Transfer original information field. Choose File > Preview to verify that the correct information is being transferred.

Related topic: 1040X - Amended return FAQs

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