Thank you for your prompt response. Mine are stock mutual funds held in a Schwab taxable account that was directly imported. It is the same account that generated a gain last year, which was taxed in PA. Done by a CPA. There is a line on the PA-40 form for this entry.
The TT dialogue asked whether the gains are taxable or not. I have tried answering it both ways. I can't find any other place where I might correct this. I have engaged with the TT first level support folks twice on this subject. They have been unable to help me and only suggest that I pay them for tax advice. I don't see a way to just ask for state tax advice, much less one question.
Since the only thing that is taxable for me (retired) in PA is investment returns, it really is quite simple. If I can't figure this out on TT, I will probably do it manually.
Thanks, Again.
