Enter X to print the W-7 IRS filing address on the 1040X filing instructions and slipsheet.

Enter X to transfer the originally reported information to the As Originally Reported fields in this screen. Originally reported information is defined as the information contained in the return the last time you printed it. For more information, see Complete amended returns. 

Enter the code, description, and amount for each item included in the Adjusted gross income statement as reported on the original return.

Enter the code, description, and amount for either each itemized deduction or the standard deduction (including deductions limited by AGI) as reported on the original return.

Mark this field if the original return was a Form 1040NR. For more information, see Amend Form 1040-NR.

Enter the amount of tax that was originally reported on Form 1040 line 18.

Enter the amount of non-refundable tax credits that you claimed on the original return.

Enter the amount of other taxes claimed on the original return.

Enter the amount paid on Form 1040 line 37 on the original return, plus any additional tax that resulted if the original return was changed or examined. Do not include payments of interest or penalties.

Enter the overpayment from the original return. If the original return was changed by the IRS and the result was an additional overpayment of tax, also include that amount. Don't include interest received on any refund.

Enter the overpayment that was originally applied to the 2023 estimated tax. Both the original and amended overpayment amounts proforma.

Enter X for the text "Carryback Claim" to display at the top of Form 1040X, Page 1.

Enter X if the taxpayer/spouse did not donate $3 to the presidential election campaign fund but will donate on the amended return.

Enter the amount of overpayment you want to apply if you do not want 100 percent of it refunded. This amount plus any overpayment on the original return will proforma to the 2023 federal payment screen.

Enter the tax year to which the overpayment should be applied.

Use the attached statement to enter an explanation of changes to income, deductions, and credits. You must enter an explanation in order to generate the amended filing instructions and print Form 1040X.

Complete this field to print "CORRECTED" and the date at the top of Form 1040-SS or 1040-PR, Page 1. The explanation of changes prints in an attached statement.

Enter X to transfer the original 1040-ES payments to the Originally calculated and Amount Direct Debited fields to this screen. 

Mark the Transfer original 1040-ES information box before marking this box. If you mark this box:

• UltraTax CS will not recalculate estimates based on any changes to the return.
• The 1040-ES vouchers will not print and no estimated tax filing instructions will print.
• The estimated tax amounts from the Amend screen, 1st payment through 4th payment, in the Originally calculated column will proforma.
• Any amounts that were to be direct debited will also remain the same. 

Enter the 1040-ES quarterly payment amount that originally calculated.

Enter the 1040-ES quarterly payment amount that was direct debited if the amount to be debited will change. These fields affect only the estimate filing instructions. If the estimates have already been debited, leave these fields blank.

For information on the updating of direct debit amounts, see changing estimate payments.

Enter X to print the W-7 IRS filing address on the 1040X filing instructions and slipsheet.

Enter X to transfer the originally reported information to the As Originally Reported fields in this screen. Originally reported information is defined as the information contained in the return the last time you printed it. For more information, see Complete amended returns. 

Enter the code, description, and amount for each item included in the Adjusted gross income statement as reported on the original return.

Enter the code, description, and amount for either each itemized deduction or the standard deduction (including deductions limited by AGI) as reported on the original return.

Mark this field if the original return was a Form 1040NR. For more information, see Amend Form 1040-NR.

Enter the amount of tax that was originally reported on Form 1040 line 18.

Enter the amount of non-refundable tax credits that you claimed on the original return.

Enter the amount of other taxes claimed on the original return.

Enter the amount paid on Form 1040 line 37 on the original return, plus any additional tax that resulted if the original return was changed or examined. Do not include payments of interest or penalties.

Enter the overpayment from the original return. If the original return was changed by the IRS and the result was an additional overpayment of tax, also include that amount. Don't include interest received on any refund.

Enter the overpayment that was originally applied to the 2022 estimated tax. Both the original and amended overpayment amounts proforma.

Enter X for the text "Carryback Claim" to display at the top of Form 1040X, Page 1.

Enter X if the taxpayer/spouse did not donate $3 to the presidential election campaign fund but will donate on the amended return.

Enter the amount of overpayment you want to apply if you do not want 100 percent of it refunded. This amount plus any overpayment on the original return will proforma to the 2022 federal payment screen.

Enter the tax year to which the overpayment should be applied.

Use the attached statement to enter an explanation of changes to income, deductions, and credits. You must enter an explanation in order to generate the amended filing instructions and print Form 1040X.

Complete this field to print "CORRECTED" and the date at the top of Form 1040-SS or 1040-PR, Page 1. The explanation of changes prints in an attached statement.

Enter X to transfer the original 1040-ES payments to the Originally calculated and Amount Direct Debited fields to this screen. 

Mark the Transfer original 1040-ES information box before marking this box. If you mark this box:

• UltraTax CS will not recalculate estimates based on any changes to the return.
• The 1040-ES vouchers will not print and no estimated tax filing instructions will print.
• The estimated tax amounts from the Amend screen, 1st payment through 4th payment, in the Originally calculated column will proforma.
• Any amounts that were to be direct debited will also remain the same. 

Enter the 1040-ES quarterly payment amount that originally calculated.

Enter the 1040-ES quarterly payment amount that was direct debited if the amount to be debited will change. These fields affect only the estimate filing instructions. If the estimates have already been debited, leave these fields blank.

For information on the updating of direct debit amounts, see changing estimate payments.

Enter X to print the W-7 IRS filing address on the 1040X filing instructions and slipsheet.

Use this field if you want to e-file Form 1040-X and there is no e-file accepted status on the original Form 1040 for the client. This could happen if you e-filed the original return using another software or if the status was lost somehow.

Enter X to transfer the originally reported information to the As Originally Reported fields in this screen. Originally reported information is defined as the information contained in the return the last time you printed it. For more information, see Complete amended returns. 

Enter the code, description, and amount for each item included in the Adjusted gross income statement as reported on the original return.

Enter the code, description, and amount for either each itemized deduction or the standard deduction (including deductions limited by AGI) as reported on the original return.

Mark this field if the original return was a Form 1040NR or 1040NR-EZ. For more information, see Amend Form 1040-NR.

Enter the amount of tax that was originally reported on Form 1040 line 18.

Enter the amount of non-refundable tax credits that you claimed on the original return.

Enter the amount of other taxes claimed on the original return.

Enter the amount paid on Form 1040 line 37 on the original return, plus any additional tax that resulted if the original return was changed or examined. Do not include payments of interest or penalties.

Enter the overpayment that was originally applied to the 2021 estimated tax. Both the original and amended overpayment amounts proforma.

Enter X for the text "Carryback Claim" to display at the top of Form 1040X, Page 1.

Enter X if the taxpayer/spouse did not donate $3 to the presidential election campaign fund but will donate on the amended return.

Enter the amount of overpayment you want to apply if you do not want 100 percent of it refunded. This amount plus any overpayment on the original return will proforma to the 2021 federal payment screen.

Enter the tax year to which the overpayment should be applied.

Use the attached statement to enter an explanation of changes to income, deductions, and credits. You must enter an explanation in order to generate the amended filing instructions and print Form 1040X.

Complete this field to print "CORRECTED" and the date at the top of Form 1040-SS or 1040-PR, Page 1. The explanation of changes prints in an attached statement.

Enter X to transfer the original 1040-ES payments to the Originally calculated and Amount Direct Debited fields to this screen. 

Mark the Transfer original 1040-ES information box before marking this box. If you mark this box:

• UltraTax CS will not recalculate estimates based on any changes to the return.
• The 1040-ES vouchers will not print and no estimated tax filing instructions will print.
• The estimated tax amounts from the Amend screen, 1st payment through 4th payment, in the Originally calculated column will proforma.
• Any amounts that were to be direct debited will also remain the same. 

Enter the 1040-ES quarterly payment amount that originally calculated.

Enter the 1040-ES quarterly payment amount that was direct debited if the amount to be debited will change. These fields affect only the estimate filing instructions. If the estimates have already been debited, leave these fields blank.

For information on the updating of direct debit amounts, see changing estimate payments.