It took me hours to finally figure this one out. My company did not make PTET payments in 2023, so I did not enter anything on K-1 for PTE. So Form 3804-CR did not show up. And TurboTax can not find nor open this form when I tried manual search.
I had to do a combo of what PatriciaV did and add a second step:
Step 1: Add an amount (I used $1) by going to : Business >> Partnership K-1 >> (edit) >> Partnership K-1 Adjustments >> Credits >> 15f-Form3804-CR.
Step 2: Switch to Forms view (forms icon on upper right corner). Find Form 3804-CR. Then right-click and chose Override on the field you want to make changes on. I changed my $1 PTE payment to $0.
As other have said, it is NOT ACCEPTABLE that Turbotax does NOT automatically have the PTE credit carryover to 2023 from the prior year (Form 3804-CR)!
In addition, Turbotax's California state tax reporting is get more and more confusing and less user-friendly.
Turbotax needs to step up or we'd have to switch to a better software, and there's plenty out there.
