E-file diagnostic: MA PTE 63D-ELT, Page 1, line 13 and Page 2, line 1

MA PTE 63D-ELT: Page 1 line 13 and Page 2 line 1 must equal the sum of Total Income Subject to 5% Entity Level Tax column for all Qualified Members listed under Organizer / States / Massachusetts / PTE 63D Entity Level Tax, "Qualified Members of Electing Pass-through Entity" section.
This happens when the amount on the PTE 63D, Page 1, Line 13 doesn’t match the amount in the Organizer Qualified Members of Electing Pass-through Entity section.

Solution

  1. In Organizer, select
    Tax Forms
    , and the
    States
    folder.
  2. Select
    Massachusetts
    , and the
    PTE 63D Entity Level Tax
    folder.
  3. Go to the
    PTE 63D Entity Level Tax, Page 1
    tab.
  4. Go to line
    13
    and make note of the amount.
  5. In
    Organizer
    , select the
    States
    folder.
  6. Go to
    Massachusetts
    , then the
    PTE 63D Entity Level Tax
    folder.
  7. Go to the grid with the column
    Total income Subject to 5.00% entity-level tax
    .
  8. The total of this column needs to match Line
    13
    (from step 4).
  9. Do a full recompute and recreate the e-file.
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