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.

To amend a return that has already been amended, complete the following steps.

1. Open the previously amended return.
2. Verify that the information on Form 1040 matches the information reported on the previous amended return.

   If changes were made after the previously amended return was filed, either remove those changes now or complete steps 1-9, manually adjust the original information for Form 1040X, and then complete step 10.

3. Open the Amend screen in the Separate Filings folder.
4. Choose Edit > Delete screen data. 
5. If you are amending an amended state return, perform the previous steps for each applicable state.
6. Preview the return, verifying that Form 1040 and any state returns match the previously amended amounts.
7. If you are amending a state return, enter X in the Transfer original information field in the Amend screen for each applicable state.
8. Enter X in the Transfer original information field on the federal Amend screen. UltraTax CS enters the previously amended amounts as the original information.
9. In the Explanation of changes field, enter the reason for amending the return.
10. Update the return with the newly amended amounts/information.

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