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How to enter Alabama PTE tax in ProConnect

SOLVEDby IntuitUpdated February 15, 2022

This article will help you report the Alabama elective pass-through entity tax (sometimes called PTE, PTET, or SALT workaround) and the resulting credit in Intuit ProConnect.

To claim the credit on an individual return:

  1. From State & Local, under Other, go to AL Other.
  2. Scroll down to the Alabama Payments section.
  3. Complete the table for Composite payments and elect PTE credits (Ctrl+E).

The credit will flow to Schedule CP, from there to line 26 of Form 40.

To generate the PTE for a partnership:

  1. From State & Local, under Miscellaneous Information, go to AL Miscellaneous Information.
  2. Scroll down to the Electing Pass-Through Entity Tax section.
  3. Check the box for Electing EPT.
  4. Complete additional fields as needed.

This will flow to the Alabama EPT, as well as the EPT-K1.

To generate the PTE for an S corporation:

  1. From State & Local, under Miscellaneous, go to AL Misc., Amended Return.
  2. Scroll down to the Electing Pass-Through Entity Tax section.
  3. Check the box for Electing EPT.
  4. Complete additional fields as needed.

This will flow to the Alabama EPT, as well as the EPT-K1.

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