jtbusfield
Returning Member

State tax filing

Thank you David.  I cannot find any reference in the questions or forms to Coverdell - only in a comment as I walked through the PA return.  I did find the two "sales" events for the share related to the comment in the step by step process.  These are listed on Sch D of the PA return.  Since I identified them as "non-taxable" they have an "x" in their respective status block.  However there is a third transaction listed that IS valid, so I cannot delete the form.

 

At the end of the day, the net gain of the two transactions identified as Coverdell is only$82, so not a real substantial financial impact, but I cannot fathom where or why TT pulled this seemingly bogus information.

 

JTB