When I amend a 1041, how do I account for the taxes that were paid with the orignal return?

[Just-Lisa-Now-]

When I amend a 1041, how do I account for the taxes that were paid with the original return?

I found instructions for what appears to be Lacerte (screen 74)?

https://accountants-community.intuit.com/articles/1759499-fiduciary-amended-return-tax-paid-with-ori...

But I cant find where in ProSeries to enter this payment amount.

[Kathi_at_Intuit · Accepted solution]

In the upper right of ProSeries if you were to type in the search box 'Amend 1041' and clicked on Ask it would bring up this knowledge base for you:

Amending a Federal or State Fiduciary Return (Form 1041)

https://accountants-community.intuit.com/articles/1609051-amending-a-federal-or-state-fiduciary-retu...

[Just-Lisa-Now-]

Yes, I know how to check the Amended box.  I don't see where to enter a payment made with the original return needs to be entered....I expected it to account for it (like a 1040X would) but that isn't the case.

How about which line of the 1041 it should appear?

[Just-Lisa-Now-]

@Kathi_at_Intuit  see the link I included to the Lacerte instructions for this...is there one for ProSeries like that?

[Kathi_at_Intuit]

@Just Lisa Now! I don't think there is a specific place to enter this.  I would enter it on line 2 Part II of the 1041 Tax Payments worksheet

[Just-Lisa-Now-]

Thank you!  I figured that's where it would need to end up, bit that line says Other Withholding, not Other payments...I've added a statement to that line since it also includes some fed w/h on a 1099 and separated it out.

[IRonMaN]

I have never amended one, but that is what I would do too.  The IRS has all the payments on record, so they should be able to sort it out. :worried: