I just filed my taxes using TurboTax and have been doing so with TurboTax for a number of years.
I'm curious if I should have any concern around PA schedule b. I file for both my wife and myself. We have dividends under her name or my name or both our names.
I happen to notice on PA schedule b and I must admit it's consistent with last year that it says dividend income from line 3B of your federal return and it doesn't match my federal turn. In fact I have two PA schedule three B's both of them list my name in social security number each has different dividend income on line one which says reference 3B.
I'm not sure with the amounts tie to I'm thinking this has something to do with the fact that our dividend income is listed under both our names.
Anyway I can't exactly tie the total numbers out and it's confusing why my name is listed on each schedule b and I'm just curious if I could trust that TurboTax is doing this right or do I need to worry about this in some way shape or form.
You'll need to sign in or create an account to connect with an expert.
Anybody!
I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:
TurboTax Online:
TurboTax Desktop/Download Versions:
*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)
Sorry if this turns into a multiple post but I will try to do this at some point. In the meantime I'm really hoping that someone else is encountered this and might have an explanation.
Hey I double checked everything and technically speaking the two schedule bs do tie out to the number from the federal form exactly when added together. I'm not sure why my social security number is on each schedule be however as I think I mentioned my wife and I have a joint account for our dividends and she also has an account in her own name and since I'm filing perhaps that's why?
I am thinking that perhaps everything is fine....?
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
tom206
New Member
afbarksd
Level 1
mrfphd
New Member
jessycarrillo202
New Member
danshulman
New Member