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March 14, 2022
Question

Turbotax premier state filing

  • March 14, 2022
  • 1 reply
  • 0 views

I have just completed my federal and state returns for Pennsylvania. I utilized electronic file for both. I have a 1099 from a investment broker. My broker has an import ID which permits TurboTax desktop to import all data. This was done successfully. During filing for the state (PRIOR TO OPTING TO ELECTRONICALLY FILE) the software prompts suggested I need to send in a complete copy of the 1099 contents. However, after I paid the $25 and requested to electronically file my state return I was not prompted to send in these documents to the state. 

 

Question: did the TurboTax software transmit my 1099 to my state or do I have to send it in manually?

 

Please help.

    1 reply

    March 14, 2022

    Since you imported your 1099-B form, it will include all trades so you do not need to mail the form 1099-B.

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