California PTET partnership return
This is the first time I am doing a CA return with PTET. This is for a partnership return.
I did make $81,000 of payments for the partnership during 2025
I know it is Form 3804
I went to the California Information Worksheet to activate the form
I went to the Form 3804 Qualified Taxpayer Worksheet. It is just two partners.
The allocation of the net income is correct
Both partners are CA residents (it’s a husband and wife)
I couldn’t find a screen to enter the two PTET payments that were made for 2025
I do see on Line 9 of Form 568 that I can override the amounts paid for pass through entity tax
It automatically had the payments equal to the tax that was calculated based on the net income
Is there a screen where I can enter the payments on Form 3804 which then flows to Form 568 Line 9
Or is the overriding that I mentioned in my previous paragraph the correct way to do it
Then, I don’t see the credit appearing on the two partner CA K-1s
If I go to Schedule K on page 5 for Form 568, Line 15 f is credits. I put in under f other credits and wrote in PTET
That flows to the K-1
Am I doing this right? I would think/hope that it would flow correctly to the K-1 without me having to make a changes in two parts of the form. So, either I am wrong (which is likely as this is my first time doing this) or Pro Series doesn’t make it easy
Thanks in advance for any help
