My wife and I have two separate investment accounts. Her account is actively managed, and her fund manager made ~100 trades last year. My account is my own personal account, but I am also an active trader and made ~100s of trades last year.
In PA state schedule D, every transaction requires an owner designation of either (T) if the owner was the taxpayer or (S) if the owner is the spouse. This would be fine if TurboTax listed every single transaction, but instead it combines multiple transactions from both accounts into a single continuation statement listed on one line of PA Schedule D. Since the continuation statement includes transactions from both accounts, I cannot accurately select whether the assets were owned by myself or my spouse. Is there any way to force TurboTax to generate two separate continuation statements for each 1099B form listed in the federal return data? Is there another way to solve this problem?
