Can you please describe what stock detail I must provide and how I should provide it?
Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
Announcements
TurboTax has you covered during Covid. Get the latest second stimulus info here.
cancel
Showing results for 
Search instead for 
Did you mean: 
New Member

Can you please describe what stock detail I must provide and how I should provide it?

The Pennsylvania software indicated that i would need to separately provide Pennsylvania with detailed stock sale information because i summarized the stock sales on my federal return     What information needs to one provided and how do i provide it.  I already filed in Pennsylvania 

3 Replies
New Member

Can you please describe what stock detail I must provide and how I should provide it?

It would be the detail of what is reported on a 1099-B form.  If you received a 1099-B form from your financial institution or broker, but summarized it on your return, send a copy of the 1099-B form you used to summarize the data.



New Member

Can you please describe what stock detail I must provide and how I should provide it?

Thank you.  Where and how do I send the 1099-B?    Regular mail?    Since I already e-filed how do I get the information to the right place at the taxing authorities?  
Level 12

Can you please describe what stock detail I must provide and how I should provide it?

Go back to the place in the Pennsylvania software where you saw that indication.  I'm guessing there will be some sort of "On Demand Tax Guidance" (blue hyperlinks) on that page.  If so, click on that and read everything carefully, including clicking on other blue hyperlinks within the "On Demand Tax Guidance".  I would think that would spell out what you need to send and where you need to send it.  At least that's the procedure to get that information over in the federal "Stocks, Mutual Funds, Bonds, Other" interview if you indicate you're entering summary information.  (You did send in Form 8453 with that list of transactions for federal purposes, right?)
Dynamic Ads
v
Privacy Settings