New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

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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