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Prepare amended returns for electronic filing

Do the following to prepare an electronic Form 1041 amended return.
  1. Amend the client's tax data as necessary. Make sure to follow the guidelines for entering data.
  2. Open the
    ELF
     screen in the
    Electronic Filing
     folder.
  3. Mark the
    File this return electronically
     checkbox.
  4. Enter a date in the
    Signature date
     field.
  5. If you're not preparing an electronic amended return for a state return, enter
    X
     in the
    Suppress the creation of: State electronic files when only filing federal returns or extension electronically
     field.
  6. To request an electronic funds withdrawal to pay a balance, complete the
    Electronic funds withdrawal for amended returns: Requested payment date
     field. Also, complete the bank information fields in the
    Bank
     screen in the
    General
     folder.
  7. Select
    View
    , then
    Diagnostics
     to review the diagnostic messages in the
    Federal Diagnostics
     window. Select any item displayed in the window to open the corresponding screen to address the diagnostic message. Verify that you've cleared the Critical and ELF Critical diagnostic messages and reviewed the FYI diagnostic messages, then close the
    Federal Diagnostics
     window.
  8. Thomson Reuters can send the client an email notification on your behalf when the federal and state returns and extensions are accepted. Select this option in the client's return before you create the electronic file.
  9. By default, the government collation includes only the forms required to submit to the taxing authority when you file an electronic return. To change these collations, select
    Setup
    , then
    1041 Fiduciary
    . Select the tab (federal or state), then
    Tax Return
     to modify the print collation for all electronic returns. We strongly recommend using the default collation. This won't affect which forms are included in the electronic file.
  10. Select
    File
    , then
    Print Returns
    , or select
  11. Mark the
    Government copy
     and the
    Create electronic file
     checkboxes.
  12. To create electronic files for multiple clients at the same time, select
    Clients
    , then select the clients.
  13. Select
    Preview
     to view the amended return on screen, or select
    Check E-File
    ,
    Print
    , or
    E-File
    . When you select
    Preview
    ,
    Print
    ,
    Check E-File
    , or
    E-File
    , UltraTax CS checks for errors in the electronic file.

This article applies to:

  • Product: UltraTax CS
  • Return type: 1041 Fiduciary
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