Filing Form 5329 with an amended return (1040)

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

Part I or Part IX

In the
Retirement
folder, open the
1099R-2
screen and enter
X
in the
Amended return
field. If you're 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're 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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