How to enter Idaho PTE in ProSeries

This article will help you report the Idaho elective pass-through entity tax (sometimes called PTE, PTET, or SALT workaround) and the resulting credit in ProSeries.

Table of contents:

To claim the credit on an individual return:

For resident returns:

1. Open the Idaho state return.
2. Open the Form 40.
3. Scroll down to line 48.
4. Enter the amount paid by entity and the amount withheld if any.

For nonresident or part year resident returns:

1. Open the Idaho state return.
2. Open the Form 43.
3. Scroll down to line 68.
4. Enter the amount paid by entity and the amount withheld if any.

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To generate the PTE for a partnership:

1. Open the Idaho return.
2. Open the Form ID K-1 Wks.
3. For each partner select the Filing Option that describes that partner.
4. ProSeries will complete the Form PTE-12 and generate a PTE-01 for each partner that is required to pay PTE based on the Filing Option selected. See here for a flow chart from Idaho about which partners are required to pay PTE and what codes should be entered on the PTE-12.

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To generate PTE for an S corporation:

1. Open the Idaho return.
2. Open the Form ID K-1 Wks.
3. For each partner select the Filing Option that describes that partner.
4. ProSeries will complete the Form PTE-12 and generate a PTE-01 for each partner that is required to pay PTE based on the Filing Option selected. See here for a flow chart from Idaho about which partners are required to pay PTE and what codes should be entered on the PTE-12.

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