New
PA schedule D problem - joint sale
When a disposition of investments is input as JOINT... federal schedule D is fine. But for PA, Lacerte is taking 50% of the gain to (T) and 50% to (S) schedule D. But Lacerte is printing 100% of the sales price and cost on each of the 2 schedule Ds (does not crossfoot)(should use 50% instead). The PA gain taxable gain is correct but the PA sales price and cost is doubled.
I believe this problem started in tax year 2019 or 2020 but PA did not notice until tax year 2021. I have several PA notices from this error.
