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1099-B worksheet not transfering to PA

PA Tax Man
Level 1

1099_B box A and box D summary are not always transferring to PA Schule D . Anyone else noticing this? 

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5 Comments 5
Accountant-Man
Level 13

Have you completed all data on the 1099B? Dates, amounts, T S or J?

** I'm still a champion... of the world! Even without The Lounge.
PA Tax Man
Level 1

Yes. Do you do PA returns?

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Elmo
Level 2

It will only transfer if you select T or S but not J in the summary. It will only transfer if you put it in the body of the 1099-B worksheet......They need to fix it Since Pa is an income class state for returns. Just another problem for the Proseries software development  ..... along with many others. It was the same way last year. Try this solution....

 

 

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PA Tax Man
Level 1

Thank you!

The problem is not consistent even with the T/S designations. Joint definitely never works .

 

Will need to change providers next year.

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Elmo
Level 2

You can take the loss from a wash sale in Pa so the amounts may be a little different plus capital gains distribution are on sch B. Just a thought if it is not moving same amount as Fed Sch D.