Schedule OR-PTE-PY print requirements

Oregon Schedule OR-PTE-PY is for part-year residents and applies the special reduced tax rate to qualified business income.

To calculate and print Oregon Schedule OR-PTE-PY, Qualified business income reduced tax rate for Oregon part-year residents:

In Organizer
, select States
, then Add States/Cities
.

Select the option PY
.

Select Tax Forms
, then States
, then Oregon
, then Part-year Resident
.

You need to populate Form OR-PTE-PY Pass-Through Entity
, Page 2, line 19 to print the schedule.

If the form doesn’t print, check if it's suppressed:

In Organizer
, select States
, then Oregon
.

In the Return Options
section, for Print Options
, clear the checkbox Opt out and suppress the print for Schedule OR-PTE
.

Do a full recompute and then print.

This article applies to: