Amend a return that has already been amended (1040)

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

Open the previously amended return.

Select File
, then Save As
.

Enter a new client ID to preserve the original amended information, then select Save
.

Close the preserved return. Open the original amended return and make your changes.

Verify that the information on Form 1040 matches the information reported on the previous amended return.

Open the

Amend

screen in the Separate Filings
folder.

Select Edit
, then Delete screen data
.

If you're amending an amended state return, perform the previous steps for each state.

Preview the return, verifying that Form 1040 and any state returns match the previously amended amounts.

If you're amending a state return, enter

in the Transfer original information
field in the

Amend

screen for each state.

Enter

in the Transfer original information
field on the federal

Amend

screen. UltraTax CS enters the previously amended amounts as the original information.

In the Explanation of changes
field, enter the reason for amending the return.

Update the return with the newly amended amounts and/or information.