How to enter Indiana PTE in ProSeries

To generate the PTE for a partnership:

1. Open the Indiana Partnership Information Worksheet.
2. Scroll down to Part II - Tax Year and Filing Information.
3. Check the Partnership is electing to be subject to the Pass Through Entity Tax checkbox.
4. Open Form IN-PTET to review the form.

To generate the PTE for a S-Corporation:

1. Open the Indiana S Corporation Information Worksheet.
2. Scroll down to Part II - Information Needed to Complete Indiana Return.
3. Check the S Corporation is electing to be subject to the Pass Through Entity Tax checkbox.
4. Open Form IN-PTET to review the form.

To report the PTE at the Individual level:

1. Open the Schedule IN K-1 Worksheet.
   • If not already in use, press F6 on your keyboard and "ink1" and press Enter. This will open up the dialog window for creating a Sch IN K-1 Wks for your client.
2. Enter the appropriate amount under Part I on line 10 Pass Through Entity Tax.
3. This amount will flow to Schedule 5, line 3.