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
- In Organizer, selectTax Forms, and theStatesfolder.
- SelectMassachusetts, and thePTE 63D Entity Level Taxfolder.
- Go to thePTE 63D Entity Level Tax, Page 1tab.
- Go to line13and make note of the amount.
- InOrganizer, select theStatesfolder.
- Go toMassachusetts, then thePTE 63D Entity Level Taxfolder.
- Go to the grid with the columnTotal income Subject to 5.00% entity-level tax.
- The total of this column needs to match Line13(from step 4).
- Do a full recompute and recreate the e-file.
