Katheen
Level 1
03-03-2021
04:12 PM
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Has anyone in PA noticed issues with capital gains not transferring over from the fed return correctly? I just discovered one return with 2 major errors:
- 1 account didn't transfer at all (the numbers were reported at top of 1099B worksheet for short term covered sales on the fed)
- 1 account was tagged as joint on the fed, but was listed as just the taxpayer on PA; the account had losses that needed to offset the spouse's gains, so this was obviously an issue.
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