How do I report a subtraction for a PTE refund on an Oregon partnership return, that was added back in a previous year?

[Ceedee4572]

There is a line item on the Oregon Form OR-21 for an addition for the tax deducted for PTE at the federal level.  There is no corresponding subtraction line for PTE refunds in a current year that were previously added back.  

How do we use Lacerte to report the subtraction and communicate there is an Oregon subtraction for the individual partners/shareholders on their K1's?   The S-Corp module recognizes Oregon subtraction Code #387 as a subtraction for the PTE-E tax refund in the Oregon adjustments.  The Partnership module is not accepting that Code.

The S Corp module, even though it accepts that code, does not flow the adjustment through to the K1.  After a phone call to customer support, we determined I needed to override the K1 and spell out the subtraction in the supplemental information.  But since the Partnership module doesn't even accept Code #387 as a subtraction, it becomes even more difficult to provide for thie adjustment.

We are several years into this state provision.  It seems there should be a reasonable way to report these refund subtractions for the states.  Has anyone come up with a simpler way?  Does Lacerte have a plan to address this?

[IntuitGabi]

Hi @Ceedee4572 
Here's how you can send in a Service request: 
" To contact support by submitting a service request: 

1. Go to the Tools menu.
2. Select Communications.
3. Select Service Requests/Lacerte Email.
   • You can also quickly access this window by selecting the View Service Request History button on the main toolbar.
4. To create a new Service Request, select one of the following options from the dropdown.
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   • New Request + Attachment (this will let you attach a client or file)
5. In the New Service Request window, select the applicable Product and Category.
6. Enter your name, email address and subject.
7. In the Details field, enter the details of your issue.
   • If applicable, include the form or schedule, line number(s), results versus expectations, and any supporting documentation you may be referencing.
8. Select Submit. " 
   
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   See Hot topics for Lacerte here. 

[Karen_pdx]

It might be too confusing, but the partnership program does allow you to input a negative number in the addition code box for code 167 in Screen 40 for Adjustments. Would that work for now if you added a footnote to the OR K-1s to explain?

[Ceedee4572]

If it would work, that would be fine in this case, I prepare the 1040's for all the partners.  But when I enter the negative, it accepts it but then doesn't actually flow through to the K1.  Rather than reflecting a negative addition. it is just blank.

I'll submit a service request, and in the meantime, I can just create footnotes on the K1's and prepare the 1040's correctly.

Thank you!

[Karen_pdx]

It's weird it doesn't show on your OR K-1, since I tried it on one of my files and it did show up on the OR-K-1s as a negative addition amount.

[Ceedee4572]

That's very weird - I'll go back through it.  Maybe I've got an override checked somewhere or something.  Thanks for that - I'll let you know!

[Ceedee4572]

I got it to flow through - thank you!