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How to enter Louisiana PTE in ProConnect Tax
by Intuit• Updated 8 months ago
This article will help you generate the Louisiana elective pass-through entity tax in ProConnect Tax, print an election form to email to the state, and enter income excluded by the election in an individual (1040) return.
Partnership
- On the Profile tab make sure Louisiana PTE is checked for e-filing.
- Go to the Input Return tab.
- On the left-side menu, select State & Local.
- Click on Miscellaneous Information.
- Select the LA Miscellaneous Information screen.
- Scroll down to the Electing Pass-Through Entity Tax section.
- Check the box for Electing PTE.
- This will switch the main return from form IT-565 to CIFT-620, and calculate the R-6981 and R-6982.
- If needed, check the box for Print PTE election Form R-6980.
- The completed election form must be submitted by email to Section732.2election@la.gov, and isn't transmitted when you e-file the return. We'll generate a critical diagnostic to remind you.
S corporation
- On the left-side menu, select State & Local.
- Click on Miscellaneous.
- Select the LA Miscellaneous screen.
- Scroll down to the Electing Pass-Through Entity Tax section.
- Check the box for Electing PTE.
- This will trigger the R-6981 and R-6982.
- If needed, check the box for Print PTE election Form R-6980.
- The completed election form must be submitted by email to Section732.2election@la.gov, and isn't transmitted when you e-file the return. We'll generate a critical diagnostic to remind you.
Print and attach PDF forms for e-file
ProConnect Tax will generate suggestions reminding you which forms need to be attached to your filing. To print the required forms to PDF:
- Go to the File Return tab and select Partial print to PDF.
- Use partial print to create and save a separate PDF of each form that's required to be attached:
- US Sch K-1
- LA R-6981
- LA R-6982
- LA Corp Tax Inc - this worksheet serves as a pro forma Form 1120.
- Go to the Input Return tab.
- On the left-side menu, select Electronic Filing.
- Click the e-file Attachment hyperlink at the top right.
- Press Attach PDF and select the file you want to attach.
- Set Send PDF attachment with federal return to No.
- Enter a 1 in 1=send PDF attachment with LA return.
- In the Form line or instruction reference dropdown, select PTE.
- Choose the form you're attaching:
- ProForma Form 1120.
- Sch K-1,
- Form R-6981, or
- Form R-6982
- Press the + plus button at the top of the screen to add another attachment.
- Repeat steps 6-10 for the remaining forms.
Individual
Individuals who receive an R-6981 from a partnership or S-corp will need to exclude K-1 income from their Louisiana return that was included in federal AGI.
To enter the excluded income:
- On the left-side menu, select State & Local.
- Click on Modifications.
- Select the LA Modifications screen.
- Enter the amount of excluded income in Pass-through entity exclusion.
The program will generate an exemption on the IT-540-2D, Schedule E, with code 24E.
We don't recommend using the State, if different or State source amount columns of the K-1 input if the reason for the difference is this exclusion, since the program won't know the correct exemption code to use from that screen.