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Level 2
March 15, 2025
Question

Individual return OR-PTE-FY Lacerte won't populate income on page 1

  • March 15, 2025
  • 1 reply
  • 8 views

K1 from an S corp in Oregon for full time resident. It qualifies for the reduced tax rate and I need to fill in schedule OR-PTE-FY.  In screen 20.2 passthrough K1 I've checked the box for both shareholders that they qualify, included the business code number and number of qualifying employees.  The form is pulling this information but not the nonpassive income. How do I get it to do this?

Thanks

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    1 reply

    Level 2
    March 21, 2025

    To get OR-PTE-FY to populate go into screen  20.2 and in part II for each shareholder check the box 'not passive activity'