How do I generate an amended title on a state Fiduciary return using worksheet view?
For completing the amended returns for the following states Alabama, California, Georgia, Illinois, Minnesota, New York, Utah:
| State | Worksheet | Section | Line # |
| Alabama | Alabama > Other | 1 - Amended Return | 1 - 7 |
| California | California > Other | 1 - Amended Form 541 | 1 - 33 |
| Georgia | Georgia > Other | 2 - Amended Return | 1 - 10 |
| Illinois | Illinois > Other | 4 - Amended Return | 1 - 56 |
| Minnesota | Minnesota > Other | 4 - Amended Return | 1 - 47 |
| New York | New York > Other | 2 - Amended Return options | 1 - 8 |
| New York | New York > Other | 3 - Amounts from Original Return - Overrides | 1 - 18 |
| New York | New York > Other | 4 - Explanation of charges | 1 |
| New York | New York > Other | 5 - Reason for NOT Conceding Federal Audit Changes | 1 |
| Utah | Utah > General | 1 - Basic Data | 4 |
For completing all other state amended returns not listed above use either Method 1 or Method 2:
Method 1:
- Go to the General > Basic Data worksheet.
- Select section 1 – General.
- In line 27 - Amended return, enter a check. (Federal return and this entry will also mark the state return as amended)
- Calculate return.
Method 2:
- Go to the Common State > State Information worksheet.
- Select section 2 – State Information and Overrides.
- Enter line 1 - State.
- In line 4 - Amended return, enter Yes. (This will generate a state amended return without a federal amended)
- Calculate return.
States that do not have a trust return:
- Alaska
- Florida
- Nevada
- South Dakota
- Texas
- Washington
- Wyoming
Note: Under Option 2, if line 1 has a state code and line 4 equals No, it will prevent the state amended return from being generated if there is a Form 1041X. Idaho is the exception in that an amended Form 1041 requires an amended Idaho fiduciary return.
| Solution Id | 000179628/sw29015 |
|---|---|
| Direct Link |
