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posted Jun 1, 2019 12:36:37 PM

I am filing an amended 1041 tax form, where on the amended return do I enter the taxes paid with the initial filed 1041 tax return?

If the previously paid amount is not included in line 26  "Total Payments" box, then I cannot elect to apply to next year's taxes.  I am also concerned the overpayment may not recognized by the IRS and they may process a second debit from my account for the new tax amount.

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1 Best answer
Level 15
Jun 1, 2019 12:36:38 PM

"where on the amended return do I enter the taxes paid with the initial filed 1041 tax return?"

Line 26 is calculated in the program (from the various lines under Line 25). So you can manually enter the figure directly on your 1041 in Forms Mode on the appropriate line under Line 25.

2 Replies
Level 15
Jun 1, 2019 12:36:38 PM

"where on the amended return do I enter the taxes paid with the initial filed 1041 tax return?"

Line 26 is calculated in the program (from the various lines under Line 25). So you can manually enter the figure directly on your 1041 in Forms Mode on the appropriate line under Line 25.

Level 3
Jun 1, 2019 12:36:39 PM

I think the original payment should be reported on Line 25a, even though it says it is for estimated payments and an amount applied from the prior year.  Then you can include Line 25a in your list of differences between the original return and the amended return.  And your explanation of that difference is the payment made with the original return.  That way the amended 1041 will flow down to the updated refund amount or the updated balance due.