Question

PA Stock Statement

Forum|Forum|1 year ago
February 24, 2025
1 reply
0 views

Do I need to attach the statement from my stock broker along with my PA tax return?
How do I do that if I am filing online?

This is my 3rd year of using Turbo Tax and I haven't come across this in the past.

TurboTax Home & Biz Windows

J

JotikaT2

If you are preparing your tax return using TurboTax Online, you will be able to upload your 1099-B to your federal return. The federal return will be attached to the Pennsylvania return when you electronically file.

However, uploading the 1099-B is not supported in TurboTax Desktop. If you are using the desktop program, you will still be able to electronically file your state return, but you will also need to fax the copies of your brokerage statements to the Pennsylvania Department of Revenue per these instructions as listed on page 32.

The brokerage statements should be attached to a completed Individual Tax Correspondence Sheet and sent to Pennsylvania per the instructions listed on this form. Be sure to select the box for "Required E-File Return Attachments" when completing the form.

When do I need to include my 1099-B with my return?

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"