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9462eeef663f
Level 2
June 18, 2026
Question

does the system create a schedule of carryforward PTE credits, to keep track when they expire?

does the system create a schedule of carryforward PTE credits, to keep track when they expire?

4 replies

sjrcpa
sjrcpa
Level 15
June 18, 2026

You mean credits from a pass through entity that flow through to the owners?

The more I know the more I don’t know.
    9462eeef663fAuthor
    Level 2
    June 18, 2026

    Yes, when the owners get the credits, but not all of it gets used, there is a carryforward, it shows up on form 3804-CR.

    However, there is no schedule to let you know from what year the carryforward comes from. We need to keep track of the credits, so we do not carryforward more than 5 years.

    sjrcpa
    sjrcpa
    Level 15
    June 18, 2026

    Guess that is a state specific thing. Keep your own schedule outside of the software if ProSeries doesn’t track it.

    The more I know the more I don’t know.
      Just-Lisa-Now-
      Just-Lisa-Now-Intuit Community Champion
      Intuit Community Champion
      June 19, 2026

      I went digging around in the Carryover worksheets for both federal and the state of CA, but I dont see that as one of the things it tracks.

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