PA state tax - How to enter capital gains by different taxpayers when filing jointly. On the federal return, summary data was entered for each taxpayer. i

TurboTax allows you to assign categories in the Pennsylvania section to each taxpayer, e.g. long-term covered, short-term covered, etc. However, it does not allow you to split gains within each category.

 

If you need to do that, enter each class of income for each taxpayer separately on the federal side. For example, have one short-term covered summary for yourself and another for your wife. You can assign those separately once you get to Pennsylvania.

 

Send you summaries to:

 

The information may be faxed to 717-787-2840 or a PDF version can be emailed to RA-BITPITELFCORFAXES@pa.gov, 

 

If you are unable to fax or email, please mail to the following address:

PA Department of Revenue 

Bureau of Individual Taxes

Electronic Filing Section

P.O. Box 280507

Harrisburg, PA  17128-0507

 

To ensure your fax is properly filed with your personal income tax account.  Please include only one taxpayer’s information and one tax year per fax; and either use form Personal Income Tax Correspondence Sheet or clearly list the following on your own fax cover sheet:

• Taxpayer Name (name listed first on return),
• Taxpayer SSN,
• Tax Year
• Brief description or any special notes that you want to provide us to assist with the processing of the return.