Knowledge Base Solution - New York Passthrough Entity Tax (PTET) topics for Partnership, S Corporation, Individual and Fiduciary returns in CCH Axcess™ Tax and CCH® ProSystem fx® Tax.

New York Passthrough Entity Tax (PTET) topics for Partnership, S Corporation, Individual and Fiduciary returns in CCH Axcess™ Tax and CCH® ProSystem fx® Tax.

Article Type:
Documentation
Last Modified:
05/02/2023

Objectives

To provide a source listing all KB (Knowledge Base) articles pertaining to New York passthrough entity tax topics.

Environment

CCH Axcess Tax
CCH ProSystem fx Tax
Partnership - 1065
S Corporation - 1120S
Individual – 1040
Fiduciary – 1041
New York - NY

Details

New York PTET Extension to file the annual return, but not an extension to pay taxes due:

"The PTET annual return is generally due on March 15 after the close of the PTET taxable year. However, the electing entity can request a six-month extension of time to file through its Business Online Services account."

Documentation / FAQ / QA

Return Type	Input View		Article Description
1065/1120S	N/A		IRS Provides 2021 K-2 and K-3 Filing Relief for Certain Domestic S Corporations and Partnerships 138208
1065/1120S	N/A		New York Elective Passthrough Entity Tax (PTET) General Questions. 136313

How to?

Return Type	Input View		Article Description
1065/1120S	Interview / Worksheet		How do I generate and process New York Passthrough Entity Tax (PTET) for submission to the state in CCH® ProSystem fx® Tax and CCH Axcess™ Tax? 138208
1065	Both		Common questions and answers regarding New York state pass-through entity tax with a 1065 return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax. 260593
	Worksheet		How do I input New York passthrough entity tax (PTET) in a 1065 return using worksheet view in CCH Axcess™ Tax and CCH® ProSystem fx® Tax? 137165
	Interview		How do I input New York passthrough entity tax (PTET) in a 1065 return using interview forms in CCH® ProSystem fx® Tax? 137252
1120S	Both		NY / NYC PTE 2022 Information
	Worksheet		How do I input New York passthrough entity tax (PTET) in an 1120S return using worksheet view in CCH Axcess™ Tax and CCH® ProSystem fx® Tax 137164
	Interview		How do I input New York passthrough entity tax (PTET) in an 1120S return using interview forms in CCH® ProSystem fx® Tax? 137251
1040	Worksheet		How do I input New York Passthrough Entity Tax (PTET) in a 1040 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax? 137751 How do I input New York IT-225 addition code A-220 in an individual return using CCH® ProSystem fx® Tax and CCH Axcess™ Tax worksheet view? 138758
	Interview		How do I input New York Passthrough Entity Tax (PTET) in a 1040 return using interview forms in CCH® ProSystem fx® Tax? 137753 How do I input New York IT-225 addition code A-220 in an individual return using CCH® ProSystem fx® Tax interview view? 138762
1041	Worksheet		How do I input New York Passthrough Entity Tax (PTET) with a 1041 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax? 141372
	Interview		How do I input New York Passthrough Entity Tax (PTET) with a 1041 return using interview forms in CCH® ProSystem fx® Tax? 161083

Additional Information

N/A

Solution Id	000193414/000137168
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