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March 14, 2025
Question

PA Schedule D

  • March 14, 2025
  • 1 reply
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PA Schedule D shows all transactions that I entered, but does not divide them between my spouse and myself which in the past has been required by PA. Is this no longer required?

1 reply

March 20, 2025

The Schedule D for each spouse is populated based on the ownership entries on the state return section. As you go through your state return, you'll see a screen that asks about the ownership of the gains and losses. If you both jointly owned all of the gains/losses, choose the third radio button. If you owned some and your spouse owned others, choose the fourth option. You'll then be taken through each of the gains/losses to enter ownership.