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WSO
Level 3

Iowa Capital Gains/Loss Worksheet- Need a EXCLUDE All checkbox

Need a checkbox to include ALL capital gains/losses.  I have hundreds of sales from mutual funds and ETF's and must go through and check each one as to EXCLUDE.  Laborious!!!  Premier Desktop

3 Replies
tagteam
Level 15

Iowa Capital Gains/Loss Worksheet- Need a EXCLUDE All checkbox

Are you an Iowa resident? How, exactly, did hundreds of sales get transferred from your federal return to your Iowa return?

WSO
Level 3

Iowa Capital Gains/Loss Worksheet- Need a EXCLUDE All checkbox

Texas resident.  I have a Schwab ETF "Intelligent Fund" that makes numerous ETF sales /purchases. Each one of these transferred to the Iowa return individually in addition to capital gains/losses from my K-1's. I went to Forms and just marked them all as exclude.  Fastest way.  I did 14 other state returns primarily for LLC partnerships and didn't have thus happen 

fanfare
Level 15

Iowa Capital Gains/Loss Worksheet- Need a EXCLUDE All checkbox

another approach :

e-File Federal only. Print a copy for your records.

 

Then go in and delete the imported transactions.

Review your Iowa state return, the capital gains/losses should be gone.

If not, delete the Iowa return and redo it.

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