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Filing

Amend a partnership return

Follow these steps to amend Form 1065.
note
  • We recommend making a copy of the original return by selecting
    File
    , then
    Save As
     before you make any changes for the amended return.
  • UltraTax CS also marks Schedule K-1 for all partners as amended when you amend Form 1065.
  • Form 1065X doesn't apply to Form 8865. To amend Form 8865, always use the statement window for the
    Amended return
     field in the 1065 screen.

Electronically filed

  1. Go to the 1065 screen.
  2. Enter the reason for amending the return in the statement window for the
    Amended return
     field.
  3. Identify the line number of each amended item, the corrected amount or treatment of the item, and an explanation of the reasons for each change.
  4. UltraTax CS marks the
    Amended return
     checkbox on Form 1065, Page 1, item G(5), and includes the statement with the electronically filed return.
  5. Leave the Amend screens in the Separate Filings folder blank.
  6. Make amended return changes to the active client data in the input screens.

Paper filed

  1. Use the Amend, Amend-2, and Amend-3 screens in the Separate Filings folder to enter information as reported on the original return, explanations of any changes, and other general Form 1065X information.
  2. UltraTax CS marks the
    Amended return
     checkbox on Form 1065, Page 1, item G(5), and prepares and prints Form 1065X.
  3. Make amended return changes to the active client data in the input screens.

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