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Level 6
September 7, 2026
Question

California PTET partnership return

  • September 7, 2026
  • 2 replies
  • 39 views

This is the first time I am doing a CA return with PTET.  This is for a partnership return.

I did make $81,000 of payments for the partnership during 2025

I know it is Form 3804

I went to the California Information Worksheet to activate the form

I went to the Form 3804 Qualified Taxpayer Worksheet. It is just two partners.

The allocation of the net income is correct

Both partners are CA residents (it’s a husband and wife)

 

I couldn’t find a screen to enter the two PTET payments that were made for 2025

I do see on Line 9 of Form 568 that I can override the amounts paid for pass through entity tax

It automatically had the payments equal to the tax that was calculated based on the net income

 

Is there a screen where I can enter the payments on Form 3804 which then flows to Form 568 Line 9

Or is the overriding that I mentioned in my previous paragraph the correct way to do it

 

Then, I don’t see the credit appearing on the two partner CA K-1s

If  I go to Schedule K on page 5 for Form 568, Line 15 f is credits. I put in under f other credits and wrote in PTET

That flows to the K-1

 

Am I doing this right? I would think/hope that it would flow correctly to the K-1 without me having to make a changes in two parts of the form. So, either I am wrong (which is likely as this is my first time doing this) or Pro Series doesn’t make it easy

 

Thanks in advance for any help

 

2 replies

IntuitKatie
Moderator
September 9, 2026

Hi great to see you in the Community and thanks for posting! Here's a support article that should help with this:

If you need further assistance with this we would reach out to ProSeries Support. Looking forward to seeing more of your contributions in the Community!

DTNY07Author
Level 6
September 9, 2026

Thanks for the information.   I did see this article after I posted my question