Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.
In this section enter amounts, including zero if applicable, from the return as previously filed or use the Transfer original information box to instruct the application to do this automatically.
Enter X to transfer the previously reported information to the fields in the Amounts as Previously Reported section. Previously reported information is defined as the information contained in the return the last time it was printed or print previewed. Before entering X, verify the information on Form CO-411 or Form BI-471 is the information that was previously reported to the taxing agency.
Note: If amending a state return in addition to the federal return, enter X in the Transfer original information field in the state’s amended screen prior to making changes to federal screen data.
Enter the amount of overpayment to apply to estimated tax. The application defaults to refunding 100 percent of the calculated overpayment amount.To apply the entire overpayment, enter an amount equal to or greater than the overpayment on the amended return.
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