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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
‎February 20, 2020
3:10 PM