How to enter West Virginia PTE in Lacerte

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 State & Local, 53 Other Credits and select West Virginia to access Screen 53.501 West Virginia Other Credits.
2. Find the line for Elective Income Credit for tax paid by a pass through entity and enter the credit amount.
3. The nonrefundable credit will now show up on the Tax Credit Recap page 2, line 26.

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Partnership and S Corporation returns

The EPT-100 will need to be completed instead of the PTE-100 and filed online via the state My Taxes web page. For the forms, instructions and information see here.

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