How to enter Idaho PTE in ProSeries

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.

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.
5. Any ABE NOL carryover amount should be directly reported to line 38 of Form 65.
6. If ABE-ES is filed, then the amount reported there should flow to line 56 of Form 65.
   • Form ABE-ES is the extension form.

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.
5. Any ABE NOL carryover amount should be directly reported to line 40 of Form 41S.
6. If ABE-ES is filed, then the amount reported there should flow to line 60 of Form 65.
   • Form ABE-ES is the extension form.