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J
JkG
Level 2
March 8, 2024
Question

PTE Credit on Fiduciary Return

  • March 8, 2024
  • 1 reply
  • 4 views

According to my discussion with the California Franchise Tax Board, on a final trust tax return any unused PTE Credit carryforward is refundable.  Unfortunately, the credit is normally not refundable so there is no where in the software to force the refund.

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1 reply

J
JkGAuthor
Level 2
March 11, 2024

I made a second call to the FTB practitioner hotline and confirmed that the unused PTE credit is fully refundable on the final trust return.  A Lacerte rep spent over an hour trying to figure this out.  She said that since this credit only gets applied against tax in a normal year, the software won't allow it to flow to page 1 without a tax liability to offset.  Please add a field to the software to allow for this.  In the meantime, I will file on paper and fill out the 3804-CR by hand as well as page 1 of form 541.

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