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Brostman
New Member

WI non-resident capital gains transferred from federal input not showing all transactions

I file as IL resident, but have some W-2G income from WI so I also file a WI non-resident return for that portion of income.  On my federal return, I have two brokerage 1099-B forms inputted, with the first comprising a single transaction, and but the second has three reported transactions (a S/T Box A amt, a L/T Box D amt, and a L/T Box E amt).   On my IL return all the data transfers over correctly.  On the WI NR return, TT is pulling over the total capital gains amount, but when I go through the capital gains adjustment process, the first brokerage transaction shows up, and I can check the box to exclude it from my WI income.  But for the second brokerage data, TT is only showing the third transaction ( L/T Box E amt), so I can check the box to exclude it from my WI income... but the first two transactions aren't showing and therefore don't have the ability to check the box to exclude it, and as result TT leaves in the capital gains amt for the first two transactions resulting in a tax liability.  How am I able to get all three capital gains to show so I can instruct TT to exclude that income from my WI income??

 

Alternatively, do I need to input each of the three capital gains amounts into the federal as if I had 3 distinct brokerages and therefore if they are not lumped into a single brokerage they might show then show in the WI NR return as individual amounts, and then I can exclude them individually??

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