How to enter Mississippi PTE in Lacerte

To claim the credit on an Individual

1. Go to Screen 20.
2. Scroll down to the Credits and Withholding section.
3. Complete the Mississippi Pass-Through Entity (PTE) Credits fields.
4. Review the Form 80-161.

To generate the PTE for a Partnership

1. Go to Screen 37.301 Mississippi Miscellaneous Information.
2. Enter a 2 in the Electing pass-through entity taxable income field.
3. If an election is not already on file complete the Form 84-381 Pass-Through Entity Election Form section.
4. Review the Form 84-105.

To generate the PTE for a S-Corporation

1. Go to Screen 42.301 Mississippi Miscellaneous.
2. Enter a 2 in the Electing pass-through entity taxable income field.
3. If an election is not already on file complete the Form 84-381 Pass-Through Entity Election Form section.
4. Review the Form 84-105.