I know some of the PTE states have published "substantially similar" states where they recognize other states' PTE taxes for purposes of resident credit for taxes paid to other jurisdictions. I have not found that lovely list of substantially similar states in the case of MA. We use UltraTax and we have a MA resident where the software is not bringing over the CA PET taxes when calculating the credit for taxes paid to other states. We can override it, but before we do, I wanted to ask if anyone has experience with this in particular.