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SK1PTE-0004 e-file error

SK1PTE-0004: Form PTE K1 - The nonresident shareholders' taxable percentage of pro rata share items should equal Schedule A, Section I, line 3; or if a provider code is entered in Form PTE, Box F, the nonresident shareholders' taxable percentage of pro rata share items should equal the Schedule A, Section I, line 12.
This happens when a mismatch in the information reported on your tax forms. It happens when the “nonresident shareholders' taxable percentage of pro rata share items” on Form PTE K1 doesn’t correctly align with the corresponding figure on Schedule A, Section I.

Solution 1

  1. Go to
    Organizer
    Partner Information
    Partner by Partner Data
     folder.
  2. Select the
    Partner Name
    Partner Information
    Partner Information
     tab.
  3. Check if
    State Residency
     is marked as anything other than
    Kentucky
     or
    All States (Default)
    .
    note
    Kentucky doesn't currently recognize the concept of a State of Residency for a partner. This means, for example, that if a client marks a partner with a State Residency of Kentucky, but the State Address as Oklahoma, then the State of Kentucky will think based on the XML that the Partner is a Nonresident and the reject will be thrown because Line B2, which isn't currently populating, doesn't match Sch A, Section I, Line 3 or 12.
  4. Go to
    Organizer
    Partner Information
    Partner by Partner Data
     folder.
  5. Select the
    Partner Name
    Partner Information
    Partner Information
     tab.
  6. Check
    State Address
     to determine if a partner is a resident or not, and if not change the address.
  7. Do a full recompute and recreate the e-file.

Solution 2

  1. Go to
    Organizer
    States
    Kentucky
     folder.
  2. Select
    E-file
    Attachments
    K-1 Aggregation
    Summary
    .
  3. For line
    Attach K-1 Aggregation
    , clear the checkbox.
  4. Do a full recompute and recreate the e-file.
note
For every partner, this is triggered for the client that needs to have a
EntityTypePartnershipInd
 or a
EntityTypeGeneralPartnershipInd
 field populated in compliance with the State XML Schema.

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