How to enter Rhode Island PTE in ProSeries

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

Table of contents:

Before you start:

• ProSeries doesn't support electronic filing of the Rhode Island Forms RI-PTE
• To determine if your client is eligible, the instruction booklets for Pass-through Entity Election.

To claim the credit on an individual return:

1. Open the Rhode Island return.
2. Open Schedule W.
   1. Press F6 to bring up Open Forms.
   2. Type W to highlight RI Sch W.
   3. Click OK to open the Schedule W.
3. In column B select RI-1099PT to generate code P.
4. Complete the remainder of the columns based on the information from 1099PT form.
5. If you are e-filing the return you'll need to attach the 1099PT as a PDF attachment using Type: Other. See How do I attach PDF files to federal or state electronic filing for details.

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To generate PTE for a partnership:

1. Open the Rhode Island Partnership Information Worksheet.
2. Scroll down to Part III - Tax Year and Filing Information
3. Check the Yes box for Is partnership an electing PTE?
4. Review the calculations on the RI-PTE and the RI-1099E for each partner.

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To generate PTE for an S corporation:

1. Open the Rhode Island S Corporation Information Worksheet.
2. Scroll down to Part III - Tax Year and Filing Information.
3. Check the Yes box for Is S-corporation an electing PTE?
4. Review the calculations on the RI-PTE and the RI-1099E for each shareholder.

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To generate PTE for an Fiduciary:

1. Open the Rhode Island Fiduciary Information Worksheet.
2. Scroll down to Part III - Tax Year and Filing Informaiton
3. Check the Yes box for Is taxpayer an electing PTE?
4. Review the calculations on the RI-PTE and the RI-1099E for each beneficiary.