How to enter Arizona PTE in Lacerte

Down below we'll go over how to enter PTE for Arizona on Individual, Partnership, and S Corporate returns in Lacerte.

Table of contents:

Individual

1. Go to Screen 51.101, Arizona Modifications.
2. Under the Arizona Additions section, enter the amount from the K-1 in the Entity-level income tax payment field.
   • This amount flows to Form 140NR, line K and Form 140, line P.

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Partnership

1. Go to Screen 37.101, Arizona Information.
2. Under the Partnership Tax Paid At Entity Level (PTE) section, check the Electing PTE taxes box.
   • The tax is calculated on page 2, part II of Form 165.

Additional entries may be needed in this section, depending on your client needs. For example:

• Arizona PTE taxes paid in 2022: 165 Sch K-1, part VI, line 22
• Comparable PTE taxes from other states paid in 2022: 165 Sch K-1, part VI, line 23

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S Corporation

1. Go to Screen 42.101, AZ Miscellaneous.
2. Under the Arizona PTE Taxes section, check the Electing PTE taxes box.
   • The tax is calculated on page 2, part II of Form 120s.

Additional entries may be needed in this section, depending on your client needs. For example:

• Arizona PTE taxes paid in 2022: 165 Sch K-1, part VI, line 21
• Comparable PTE taxes from other states paid in 2022: 165 Sch K-1, part VI, line 22

If needed, overrides are available in the Arizona PTE Taxes section of Screen 46.101, Arizona Schedule K-1 (NR) Overrides.

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