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Kentucky

SA-0008 e-file error

Form PTE (Rule SA-0008): Schedule A, Part I, Lines 12 should be equal to the line 11 divided by line 4 or number of factors present.
This happens when apportionment isn't accurate and the total Kentucky ordinary income or loss from trade or business activities doesn't equal the sum from all PTE Schedule K-1s.

Solution 1

This diagnostic generates when the first
Check the box and complete page 4....
 checkbox on Kentucky Schedule A is selected. Go to
Tax Forms
States
Kentucky
Sch A Apportionment and Allocation
 to verify. If this isn't applicable, uncheck it to clear the diagnostic. You can use the drill down drill down on the checkbox to know where it may have been activated.
If it is applicable, continue to the next solutions.

Solution 2

Make sure there isn't an override for apportionment percentage.
  1. In Organizer, go to
    States
    , then
    Kentucky
    .
  2. Select
    Allocation and Apportionment
    .
  3. In the
    Overrides
     section, make sure
    Apportionment Percentage
     doesn't have a value. If it does, remove it so the system can calculate the correct apportionment.
  4. Perform a full recompute.

Solution 3

Review the forms and enter federal overrides, if necessary.
  1. Go to
    Tax Forms
     and select
    States
    .
  2. Select
    Kentucky
    , then
    PTE
    .
  3. Go to the
    PTE, Page 7
     tab and note the amount on Schedule K, Section A, line 1.
  4. Then, in Tax Forms, go to the
    Sch K-1
     folder in the
    Kentucky
     folder.
  5. Select the partner's name and review Sch K-1, Page 1, Section A, line 1 amount.
  6. Go to every other partner's K-1 and add their Section A, line 1 amounts.
    note
    You can right-click in line 1 to clear any possible overrides that may be causing the amounts to be off.
  7. Make sure the sum of all partner's Schedule K-1, Page 1, Section A, line 1 amounts equals Form PTE, Page 7, Section A, line 1.
  8. If necessary, use overrides to make them equal:
    1. Go to
      Organizer
      States
      Kentucky
      Federal Overrides
      .
    2. In the
      Non-allocable Schedule K-1, Page 1, Lines 1-12 and Page 2, Lines 41-46 AND Sch PTE-WH, Lines 6, 8, and 9 (Overrides)
       section, select the
      Do NOT apportion Schedule K-1, Page 1, Lines 1-12 and Page 2, Lines 41-46 AND Sch PTE-WH, Lines 6, 8, and 9 amounts below. (See Note below)
       checkbox.
    3. Enter an amount for
      Ordinary income or (loss) from trade or business activities
       and an
      Alloc code
      .
  9. Once in balance, do a full recompute and re-create the e-file.
note
Line 11 and 12 on Schedule A: These lines are to be completed by entities identified in KRS 141.121 and required to use three (3)–factor apportionment with a valid REASON CODE entered in the 3- Factor Apportionment Code box located on Page 1 of the return. See Item C for Form 720, Item F for Form PTE, and Item D for Form 725. Form 720U filers, see Schedule U5, Section A, Line 4. The apportionment fraction for entities identified in KRS 141.121 and required to use three (3)–factor apportionment continues to be calculated using a three (3)–factor formula as provided in KRS 141.901. You can make this selection in
Organizer
States
Kentucky
General Information
.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS
  • Return type: 1065 Partnership
  • State: Kentucky
  • Subject: e-file

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