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Screen CAAmd - California Amended Return (1040)

Overview

Use this screen to complete Schedule X, California Explanation of Amended Return Changes, when preparing an amended Form 540 or Form 540NR return.

General Information

Enter
X
 to enter the original data (as of the last time the return was printed) in the amount fields. Mark this field prior to printing the amended federal return, if it is also being prepared. Alternatively, the original amounts may be entered directly in this screen.
Per California Franchise Tax Board, taxpayers may not adjust the amount of use tax owed via an amended return. When preparing an amended Form 540/540NR, UltraTax CS uses this amount on the premise that it reflects the amount on the return as previously filed.
Per California Franchise Tax Board, taxpayers may not adjust the voluntary contributions via an amended return. When preparing an amended Form 540/540NR, UltraTax CS uses this amount on the premise that it reflects the amount on the return as previously filed.
UltraTax CS does not calculate interest and penalties due on the amended return. Use these fields to enter amounts for late interest and late-filing penalties. Exclude underpayment of estimated tax penalties from Form 5805 or 5805F. To include the amounts entered in the balance due or refund shown on Schedule X, mark the field
Include penalties and interest in balance due or refund on Schedule X
.
Mark this field to include the amounts entered in the
Late filing penalties
 and
Late filing interest
 fields in the calculation of balance due or refund on Schedule X.
This field is used only for Schedule X.
California requires taxpayers to make all future payments to the FTB via electronic means under certain conditions. If any of those conditions were met with the originally filed return, the FTB will continue to treat the taxpayer as subject to the e-pay mandate, even if the corrected return shows that the taxpayer never should have been subject to the mandate. If taxpayer was subject to the mandate with the originally filed return, UltraTax CS marks this field upon marking the
Transfer original information
 field. UltraTax CS uses this field for filing instructions and diagnostic messages. Use the force field on the CALetter Screen to change the taxpayer's status for e-pay mandate.

Miscellaneous

When the
Transfer original information
 box in the CAAmd Screen is marked, UltraTax CS defaults to automatically populating this field with California AGI from the most recently printed (or previewed) current-year return. The amount in this field proformas to next year's CAELF Screen for use by next-year's electronic record when using the PIN signature. Under certain circumstances, the California Franchise Tax Board cross checks California AGI from the prior year return as
originally
 filed when processing the electronically filed return. If you have amended this return more than once, you may change the amount in this field to California AGI from the originally filed current year return for proforma to next year. If you have already proforma'd this client to next year, you may change the amount in next-year's CAELF Screen, if necessary. If this field is blank, the California AGI reported on Form 540 or Form 540NR proformas to next year's CAELF Screen.

Form 540-ES Estimates Recalculated

Use this section to adjust estimate filing instructions or to prevent the recalculation of the estimated taxes that were prepared based on the original return filed.
UltraTax CS will not recalculate estimates based on any changes to the return when this box is marked. The vouchers and the estimated tax filing instructions will not print. UltraTax CS proformas the estimated tax amounts from the CAAmd Screen,
1st payment
 through
4th payment
 and
overpayment applied
 amount, in the Originally calculated column.
Enter the overpayment applied to
2025
 estimated tax amount originally calculated.
Enter the estimated payment voucher amounts and due dates as originally calculated. (UltraTax CS automatically completes these fields when you mark the
Transfer original information
 field on the CAAmd Screen.)
When the
Do not recalculate estimated tax payments
 field is blank, UltraTax CS defaults to printing estimated tax payment instructions using the current amounts calculated in the return. To include supplemental information in the Estimates Filing Instructions to show changes between estimates as originally calculated and estimates using current amounts, include Originally calculated amount, date, and direct debit indicator along with bank information (if applicable) from the original return.
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