topic 1099B PA State in Get your taxes done using TurboTax

1099B PA State

yoderconni — Wed, 26 Feb 2020 20:32:09 GMT

I entered all 1099 info in the federal return, but the Pennsylvania state return shows a vastly larger total for Interest, dividends and Capital Gains Loss. Why would that happen?

Re: 1099B PA State

ReginaM — Wed, 26 Feb 2020 22:53:04 GMT

I tried to duplicate the error you are having on your state return, and the interest, dividends and capital gains are reporting exactly like the federal on the state return. You may want to review the entries for your interest, dividends and capital gains and make sure you don't have a duplicate entry somewhere.

To review your entries on the Federal return, follow these instructions in TurboTax,

While you are in your Tax Home,
Select Wages & Income,
Select Review/Edit,
Scroll down to see your Interest, Dividends & Capital Gains (Make sure they are only listed once).
Select State Review,
Scroll down until you see your Interest, Dividends & Capital Gains.
If this is indeed more than what is reflected on your Federal Return, go back into your state return and check the entries.

Re: 1099B PA State

mjgedroi — Fri, 06 Mar 2020 17:50:35 GMT

the Pennsylvania capital gains data was automatically downloaded. It appears that it shows up on the worksheet but not in the return. How do we fix this?

Re: 1099B PA State

KathrynG3 — Fri, 13 Mar 2020 18:04:58 GMT

It depends. I recommend you delete your import and the state, check for updates in your software and Windows, and re-import. This will assure that your data is properly carried to the state and everything is properly updated to the current status.

To delete your import: How do I update or delete something I imported into TurboTax?

To delete your state:

From the left menu, select State
Continue
Next to Pennsylvania, click Delete and confirm the decision

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