jgalak
Level 1

This is still a big issue.  I cannot find any place to enter the NY PTET credit and addback in Lacerte's S-corp or Partnership module.

This value should appear in at least 3 different places - as a deduction from income, as a NYS add-back, and as a NYS credit. 

From looking at the K-1 entry form in the individual module, it appears that the NY PTET credit addback should appear on form CT-225 with code EA-219.  However, I can't find this code anywhere in the NYS instructions for that form, only for IT-225, it's individual analog...  There's also no way that I've found to enter it onto that form in the S-Corp or Partnership module...

Sure, I can enter the values into a PDF statement to attach to the return, but that's kind of a ridiculous way to do it, especially since it looks like this has been implemented in ProSeries, but not Lacerte. Very frustrating.

 

ETA:  Didn't mean this as a reply to George4Tacks, but can't seem to delete it to move it to the right spot.

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