Why does Pennsylvania Schedule B report the same dividends for both taxpayer and spouse?
04529
4 Replies
PattiF
Expert Alumni
Apr 3, 2022 5:16:24 PM
Pennsylvania divides 50/50 all dividends, interest, and capital gains that are in joint investment accounts. Each spouse has their share of these investments.
denicepw
Level 1
Apr 3, 2022 5:34:34 PM
TurboTax doubled it. It used the same amount for taxpayer and spouse. It doesn't make sense. I chose joint for the 1099-div in TurboTax. The account is a joint account.
garyturb
Level 2
Mar 29, 2025 11:42:52 AM
My federal dividends for me and spouse all went to PA as for me. Maybe this won't matter.
garyturb
Level 2
Mar 29, 2025 11:43:46 AM
I did not get this. All of the federal dividends went to taxpayer, and 0 to spouse.