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State tax filing
Ugifts acts as an account administrator to allow contributions to be made to individuals, without the recipient having to disclose PII. Per the Pennsylvania Department of Treasury, this is still tax deductible. I believe we are supposed to enter the UGift code for the recipient on Pennsylvania Schedule O, however TurboTax mandates a numeric format specific to social security numbers, which does not allow the alphanumeric UGift codes. Is there an override, or should Schedule O be submitted without the SSN?
March 8, 2021
8:01 PM