PA-40 Schedule A & B Splitting between Taxpayer, Spouse & Joint

Forum|Forum|4 months ago
February 10, 2026
2 replies
13 views

I am preparing a 1040 for PA residents with interest, dividends and capital gains income earned by taxpayer, spouse & joint. There is supposed to be three Schedule As, Bs and Ds but Proconnect is only generating one of each and marking it all as joint. Note each source of income is coded properly for each.

ProConnect Tax

Intuit_Kallana

Level 7

Hi, to generate the respective separate state schedules, you must enter the income under State & Local --> Income sections for Pennsylvania as needed. If you have further questions or issues, please contact our chat or phone support so that we can screenshare to see the actual return itself: How to Contact ProConnect Support.

K

kevinslwAuthor

Level 2

That is not it. That is for other increases and decreases related to Bond premiums and accrued interest. There is no place to enter the amount of interest or dividend income for each taxpayer.

Kallana_KJCTax

Level 3

I stepped away from my desk but saw your reply come through so replying quickly from my personal account. Given that the Pa-40 schedule A form also has scenarios where it may not be applicable to have two required, my best advice for your issue is to contact support so that we can see your actual return and walk you through the solution. It is hard to do through communities as your client's federal return also affects how ProConnect completes the PA-40 schedule A for example based upon the instructions. Please give our team a call or start a chat, either one we can support you through screenshare. The contact information is in my reply above. Thank you!

E

eesc

Level 2

Hello, have you been able to identify a way to resolve this? I am running into the same scenario and so far I have not found a resolution. Any insight would be appreciated.

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