Let's review the questions being asked in the Pennsylvania (PA) interview. PA does not always follow the same rules for these sales as the federal return. Most often they will be the same except that PA does not carryover any capital losses from year to year and they have special rules for property owned before June, 1971.
First you should have a date of sale even if you pick a date during 2022 if you summarized sales. Various is all right for the date acquired as long as you select the correct sale category/holding period.
If you live in Pennsylvania (PA) all transactions are taxable in PA. You would select the others only if you were a part year resident and some of the sales occurred while living in another state.
Do not check any box that does not apply to you.
- If you did not acquire any of the assets before June, 1971 do not check the box. PA has a special calculation for taxable amount when assets are owned prior to that date.
- This was an investment sale and unless you have a reason to think it is associated with a business you operate do not check the box.
- If you did not have a sale that would cause a difference in gain or loss for PA do not check this box (an adjustment to the sale for wash sales, or ISOs for example).
If you do not need to to check any of these boxes you should just select continue.
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