BFlinner
Level 1

Thank you for your response, yes we are aware of the difference between taxable interest for Federal and PA.  We have spoken with technical support multiple times and they said there is no problem the way it is being reported.  We are new to ProConnect and were UltraTax users for decades.  We entered the 1099-B in question in our 2023 UltraTax software and are getting a different output than ProConnect - we are getting what we expected to see.  I think we decided to paper file and will complete the form using a fill in pdf.

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