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February 7, 2023
Question

How do I enter a deduction for a PA return for an SPE K1 / opportunity scholarship tax program? There's no place to manually enter this.

  • February 7, 2023
  • 1 reply
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1 reply

DMarkM1
February 7, 2023

First be sure you have created a federal K-1 in the federal interview.  

 

  1. In the "Wages and Income" section scroll down to the "S-Corps, Partnerships and Trusts" and 
  2. Start the "Schedule K-1" topic.  
  3. You need to enter the identifying information and specifically the employer ID number.  This number will be used in the PA interview as the "Awardee Tax Number." 
  4. You can click through the rest of the entries without entering any information.  These entries are only used to create the form to transfer to the PA return.

 

Next you can go to the PA state interview.

 

  1. Click through/verify residency and income entries as needed to arrive at the Schedule K-1 page. 
  2. Continue and Edit the K-1 that should be there now. 
  3. Continue to the "Credits" and scroll down to the Opportunity Scholarship box.  
  4. Enter your credit amount an the Awardee Tax ID number.
  5. Continue through the rest of the form entries.
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