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State tax filing
If you are filing a joint return which includes brokerage accounts in your name and other account(s) in joint name, then when those transactions are entered on your joint return, they will likely not be separated by account owner. They will likely be in chronological order but not in your preferred order separated by account. Unless you were to file separate returns there is no way to separate the transactions by account.
Form 8949 is probably the better document to send to PA in that such form provides more detail than Schedule D. Schedule D provides total sale proceeds and total cost basis whereas Form 8949 breaks down per transaction the amounts contained on Schedule D. However, if you do not have Form 8949 for all of your transactions given that it appears that for some no adjustment was necessary and perhaps basis was already reported, then sending Schedule D should be sufficient.
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