E-file diagnostic: Form PTE-E6 Apportionable Income worksheet

Form PTE-E6: The Apportionable Income Worksheet must be included with the return. If not sending the XML Apportionment Income Worksheet the binary attachment must be named ApportionableIncomeWorksheet.pdf. A PTE that either receives federal Schedules K-1 receives income from disregarded entities or receives Non apportionable income must include the Apportionable Income Worksheet with the return.
A PTE that either receives federal Schedules K-1 receives income from disregarded entities or receives non apportionable income must include the Apportionable Income Worksheet with the return.

Solution

  1. Select Tax Forms,
    States
    Montana
    PTE Tax Return
    PTE Page 1
  2. Go t line 16b, 16c, and 16d.
  3. This line can be blank if there are no amounts to populate, but a PDF attachment explaining apportionment is still required for e-filing.
  4. In Organizer, select
    States
    Montana
    E-file
    Attachments
    Summary
    .
  5. Select
    Attach PDF
    .
  6. Select
    Add
    and attach a file with the filename "ApportionableIncomeWorksheet.pdf" with a matching description to the Montana e-file jurisdiction.
  7. On the Attachment Description select
    User defined description
    and use "ApportionableIncomeWorksheet.pdf"
  8. Perform a full recompute and re-create the e-file.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close