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After you complete the steps to Amend returns in UltraTax CS, the steps to amend Form 5329 depend on which part is being amended. Complete the necessary data entry for each applicable part below.

Part I or Part IX

In the Retirement folder, open the 1099R-2 screen and enter X in the Amended return field. If you are filing Form 5329 separately, enter X in the Print with firm data on form field to complete the preparer block on Form 5329, Page 2.

Part II

Use the 1099Q screen in the Educate folder.

Parts III, IV, V, VI, VII, and/or VIII

In the Taxes folder, open the 5329 screen and enter X in the Amended return field. If you are filing Form 5329 separately, enter X in the Print with firm data on form field to complete the preparer block on Form 5329, Page 2.

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