Question
PA capital gains
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.
