@PatriciaV
Hello, Patricia:
Thank you for your help on this track.
Here is what I had been doing. I had attached the CA 3804 form to my K-1, using the form 3804 to demonstrate my PTET payment.
Also when I filed my individual tax return, I added the PTET amount as estimated state tax payments with the PTET payment date and amount respectively.
Today I received a letter from California FTB. Basically the letter said that they only found part of my estimated state income tax payment (which equals to the amount what I paid as individual estimated state tax), but missing the amount which equals to my PTET payment. The letter stated that I need to make additional state income tax payment for the amount which equals to the PTET payment.
I double checked my individual tax return. I noticed that there wasn't any form attached in my individual tax return demonstrating the PTET payment. The PTET amount was embedded into the state estimated tax payment field.
So what should I do now? Should I attach the S-corporation form CA 3804 into the feedback letter to FTB as an explanation? What should I do next year to avoid the same situation from happening again?
Another thing is that I purchased the audit defense from Intuit. Should I contact audit defense for this one?
Thank you for your help!
Andrew
