I have a sale of a regular mutual fund that is non Coverdell ESA. TurboTax insists, in the Pennsylvania state return, that is a Coverdell distribution.

Why does TurboTax mistakenly things a regular mutual fund sale is a Coverdell ESA distribution? It does this every year.

Does anyone know why is it happening and how do I fix it?

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4 Replies

What is the name of the fund?

CHARLES SCHWAB US REIT ETF

I'm sorry this was a mistake. It says that it is for capital gain/loss or Coverdell ESA distribution. I missed the capital gain/loss part.

That's great that you found an answer because I was coming up with nothing. Thanks very much for coming back to save me time.

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