I have more than 100 transactions in 1099-B for capital gains. This worked fine on Federal form.
However when bringing to PA state tax, TT created 3 groups
- One summary line for LT gains for which no adjustment was required
- One summary line for ST gains for which no adjustment was required
- Many lines for there were some adjustments such as ESOP and GBTC
Issue --> One of my account is owned by me and not jointly. The summary line merged the transactions from multiple accounts in summary lines - now I do not have way to split the asset owners for these lines.
Any suggestions?
Q2 - TT also says that I need to send all the details of the transactions to PA state TAX in a statement? Can we send the Scheduled D print-out?
Thanks
