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State Sourced Income

Greetings all.

I had originally posted this to the State Taxes Category but got no response.

I'm working on a State return (for the State of Pennsylvania) for a Trust. The only income I have to report is for interest, dividends, and capital gains, and I'm trying to determine what is considered “Pennsylvania Sourced Income”. None of my financial institutions are located in Pennsylvania, but the Trust is. TT is treating a portion of that income as State taxable, and  try as I might, I can't figure out where TT is getting it's numbers from.

Any assistance would be most appreciated.

Thanks

 

PS: TT is entering numbers that it has calculated (apparently from one or more other forms), but then it is flagging one of those numbers (that it calculated) as an error, and stating that it is too large.

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