How to enter Oklahoma PTE in ProConnect Tax

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

For more PTE resources, check out our dedicated Tax topics page where you'll find a list of all PTE states and the respective content for each.

Table of contents:

Individual

1. Go to to the Schedule K-1 screen for the related activity:
   • Income ⮕ Passthrough K-1's ⮕ Partnership Info (1065 K-1)
   • Income ⮕ Passthrough K-1's ⮕ S-Corp Info (1120S K-1)
2. Select the Lines 1-10 tab from along the top of the workspace.
3. Under the Part III section, enter the Oklahoma PTE amounts in the Oklahoma income (loss) distributed by an electing PTE {OK} field.
   • Enter the amount as a negative to show the adjustment as an Oklahoma Addition on 511-NR-A or 511-B.
   • Enter the amount as a positive to show the adjustment as an Oklahoma Subtraction on 511-NR-B or 511-A.

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Partnership

1. From the Input Return tab, go to State & Local ⮕ Miscellaneous Information ⮕ OK Miscellaneous Information.
2. Check Electing PTE.
3. In the Form 586 Pass-Through Entity Election Form enter a 1 for making election.
4. The PTE tax will show on Form 514-PT p1 line 2b.

In the event that the partnership receives a credit on a K-1:

1. From the Input Return tab, go to Schedule K ⮕ Passthrough K-1's.
2. Select the Lines 1-10 tab from along the top of the workspace.
3. Under the Income (Loss) section, enter the amount in the Oklahoma income (loss) distributed by an electing PTE {OK} field.

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S-Corporation

1. From the Input Return tab, go to State & Local ⮕ Miscellaneous ⮕ OK Miscellaneous.
2. Scroll down or use the bottom left panel to select Electing Pass-Through Entity Tax.
3. Check Electing PTE.
4. In the Form 586 Pass-Through Entity Election Form enter a 1 for making election.
5. The PTE tax will show on Form 514-PT p1 line 2b.

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