I am preparing an individual CA return. The taxpayer has PTET credit for PTET paid in CA. On form 540, the credit is appropriately capped on line 44 (code 242) to reduce tax to 0 (since in CA, PTET is not refundable). However, in form 3804-CR, the full PTET is shown as "credit claimed" on row 4, and hence carryover is calculated as 0. This form does not even allow overrides on these rows, so there is no way to fix this. Has anyone encountered this? Am I missing something here?

Separately, I noticed the PTET credit is not offsetting the Mental Health Services tax, so while income tax is reduced to 0, the taxpayer still needs to pay Mental Health Services tax. Hopefully ProSeries got that right.

Many thanks for your input

Dan