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Prepare 1065 partnership amended returns for electronic filing

Follow these steps to prepare a 1065 partnership amended return for electronic filing.
note
  • Create a copy of the return before you enter the amended information so that you have the original return available as well. To create a copy of the return, open the client’s return, select
    File
    ,
    Save As
    , enter a new client ID, then select
    Save
    .
  • Form 9325, Acknowledgement and General Information for Taxpayers Who File Returns Electronically, is based on the status of the client's return at the time Form 9325 is printed, not the status of the electronic file that was last accepted. We recommend creating a copy of the return before you enter amended information, and saving the original client return.
  • Form 1065X isn't included in the electronic file and shouldn't be attached as a PDF. Instead, enter the reasons for amending the return in the 1065 screen and complete the data for Form 8082 as required in the Non Calculating folder. UltraTax CS marks Form 1065, Page 1, item G(5), and includes the reason for amending the return in the electronic file. See IRS Publication 4163, Part III for more information about filing an amended partnership return.
  • When UltraTax CS creates electronic files, the application automatically deletes any previously created, untransmitted electronic files for a client.
  • If you use a 3rd-party application vendor to transmit 1065 returns, UltraTax CS places the electronic file in the location you specified in the
    Setup
    ,
    User Preferences
    , then the
    File Locations
     tab.
  • If you use a 3rd-party application vendor as your transmitter, UltraTax CS creates the electronic file without checking for errors when you print the return. The 3rd-party application vendor checks for errors in these returns.
  1. Amend the client's tax data as necessary. Make sure to follow the guidelines for entering data.
  2. Open the 1065 screen in the General folder.
  3. Select the statement window for the
    Amended return
     field. Enter the reason for the amended return in the statement window.
    note
    When you enter this information, UltraTax CS marks the
    Amended return
     checkbox on Form 1065 and on Schedule K-1 for each partner.
  4. Select the
    Electronic Filing
     folder and open the ELF or ELFFP screen.
  5. Mark the
    File this return electronically
    checkbox.
  6. Enter a new
    Signature date of partner signing return
    .
    note
    The IRS requires that you complete this field.
  7. If you use the Practitioner PIN option to sign the return electronically, enter the Personal Identification Number (PIN) information in the ELF screen. If you use the scanned Form 8453 option, leave these fields blank.
  8. 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 the FinCEN 114 or federal partnership return or extension electronically
     field.
    note
    When you create the federal electronic file, UltraTax CS automatically creates the state electronic file. UltraTax CS generates a state FYI diagnostic message that indicates a state electronic file was suppressed. You can file a paper return for the state and suppress the creation of the state electronic file. Except for the PDF attachments for electronic files, the IRS won't permit you to submit additional paperwork to the taxing authority.
  9. Select
    View
    , then
    Diagnostics
     to review the diagnostic messages in the
    Federal Diagnostics
     window.
  10. By default, the forms that print in the government collation include only the forms required to submit to the taxing authority when you file an electronic return. To change this collation, select
    Setup
    , then
    1065 Partnership
    . 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.
  11. 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.
  12. When you create the federal electronic file, UltraTax CS automatically creates the state electronic file. You can suppress the creation of the state electronic file and file a paper return for the state.
    note
    Except for PDF attachments for electronic files, the IRS won't permit you to submit additional paperwork to the taxing authority.
  13. Select
    File
    , then
    Print Returns
    , or select Print
  14. Mark the
    Government copy
     and the
    Create electronic file
     checkboxes.
    note
    • To create the electronic file for the return or check the return for electronic filing errors without printing forms, mark only the
      Government copy
       and
      Create electronic file
       checkboxes. Clear the
      Paper
       checkbox in the
      Print Returns
       window.
    • If you use a 3rd-party application vendor to transmit returns, mark the
      Create electronic file (for 3rd Party)
       checkbox to create the electronic file. The 3rd-party vendor is responsible for checking for errors.
  15. Select
    Options
    , and make sure the appropriate federal and state checkboxes are marked.
    note
    If you're creating an electronic file for only FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR), clear the federal and state checkboxes, and only mark the
    Report of Foreign Bank and Financial Accounts (FinCEN Form 114)
     checkbox.
  16. To create electronic files for multiple clients at the same time, select
    Clients
    , then select the clients.
  17. Select
    Preview
     to view the return on screen, or
    Print
     or
    E-File
    . When you select
    Preview
     or
    Print
    , UltraTax CS checks for errors in the electronic file.
    note
    You'll need to select
    Print
     or
    E-File
     in the
    Print Returns
     window to create the electronic file. If you select
    Print Preview
     on the toolbar, mark the
    Print Selected Forms
     checkbox in the
    Print Returns
     window, or select
    Preview
     or
    Check E-File
     in the
    Print Returns
     window, UltraTax CS doesn't generate the electronic file.

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