Close the preserved return and open the original return to modify the income, deductions, or beneficiary information as necessary.
Select the screen, enter data in the statement window for the Explanation of changes field to explain the changes made to the original return. To show that you amended Form 5227, enter the explanation in the Amended return explanation field on the screen in the Split-Interest Enter data in the Amounts as previously reported: fields, as applicable. If you've entered information in the Explanation of changes field, these amounts will apply to the return, as applicable. To amend a return for Illinois, Massachusetts, Minnesota, or Pennsylvania, you'll need to enter Transfer original information field on thescreen for the applicable state. Then, change any information at the federal level to complete the fields with the original information.
Form 1041, Schedule K-1 and Grantor/Agency Report are marked as amended when there's an entry in the statement for the