bg149
New Member

Why is my PA state form Schedule D not properly transferring cost basis, proceeds, and disallowed wash sale data from federal form 8949?

I have wash sale / cost / proceed adjustments from my 1099-b box 1g that I've imported into my Federal return for completing form 8959.  However, when I completed my State return, form Pennsylvania Schedule D, the disallowed wash sale / cost basis adjustments are not reflected.  Therefore, I have a capital gain on my federal return of around $6K (which is correct), but just realized my State return shows a net loss of over ($65K), which is obviously incorrect.  My column "Adjustments to gain or loss from Form(s) 8949, Part I, line 2, column (g)" on my federal return is $71K (which is the amount shown on brokerage 1099-B) but the effect of this is not being reflected in the gain or loss computation for my State return.

I've never had this be a problem before, as I just checked my 2017 and 2016 returns with no issues, which were also completed via turbo tax.