Documents to send along with Pennsylvania state return

Rambo70 · ‎March 26, 2023

My wife and I file married and jointly. She received Fed form 1099-B from her broker. Do we have to send in a copy of this form along with our PA state return? Thank you.

JosephS1 · ‎March 27, 2023

No, you do not need to attach a copy of your 1099-B with your PA return provided the number of transactions does not exceed 10,000, which is the maximum number TurboTax can accomodate. The electronic file will include the transactions showing on your statement provided you entered them correctly. If you are filing on paper rather than electronically you may want to include the summary page of the 1099-B but that is the only situation I can foresee that would have you include the form.

PA Schedule D Instructions

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JosephS1 · ‎March 27, 2023

No, you do not need to attach a copy of your 1099-B with your PA return provided the number of transactions does not exceed 10,000, which is the maximum number TurboTax can accomodate. The electronic file will include the transactions showing on your statement provided you entered them correctly. If you are filing on paper rather than electronically you may want to include the summary page of the 1099-B but that is the only situation I can foresee that would have you include the form.

PA Schedule D Instructions

@Rambo70

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"