How to enter Arizona PTE in Lacerte
Down below we'll go over how to enter PTE for Arizona on Individual, Partnership, and S Corporate returns in Lacerte.
Table of contents:
Individual
- Go to Screen 51.101, Arizona Modifications.
- Under the Arizona Additions section, enter the amount from the K-1 in the Entity-level income tax payment field.
- This amount flows to Form 140NR, line L (page 5) and Form 140, line P (page 5).
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Partnership
- Go to Screen 37.101, Arizona Information.
- Under the Partnership Tax Paid At Entity Level (PTE) section, check the Electing PTE taxes box.
- The tax is calculated on page 2, part II of Form 165.
Additional entries may be needed in this section, depending on your client needs. For example:
- Arizona PTE taxes paid in 2022: 165 Sch K-1, part VII, line 12
- Arizona PTE taxes paid in 2023: 165 Sch K-1, part VII, line 13
- Comparable PTE taxes from other states paid in 2022: 165 Sch K-1, part VII, line 14
- Comparable PTE taxes from other states paid in 2023: 165 Sch K-1, part VII, line 15
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S Corporation
- Go to Screen 42.101, AZ Miscellaneous.
- Under the Arizona PTE Taxes section, check the Electing PTE taxes box.
- The tax is calculated on page 2, part II of Form 120s.
Additional entries may be needed in this section, depending on your client needs. For example:
- Arizona PTE taxes paid in 2022: 120S Sch K-1, part VI, line 9
- Arizona PTE taxes paid in 2023: 120S Sch K-1, part VI, line 10
- Comparable PTE taxes from other states paid in 2022: 120S Sch K-1, part VI, line 11
- Comparable PTE taxes from other states paid in 2023: 120S Sch K-1, part VI, line 12
If needed, overrides are available in the Arizona PTE Taxes section of Screen 46.101, Arizona Schedule K-1 (NR) Overrides.
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