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E
eesc
Level 2
March 5, 2026
Question

PA Schedule B&D - Taxpayer vs Joint

  • March 5, 2026
  • 1 reply
  • 8 views

Hello,

I have a MFJ client with dividends and capital gains earned by one spouse, entered into ProConnect as earned by the Taxpayer, not Joint.  The PA schedules B and D are defaulting to Joint instead of Taxpayer. Anyone know how to fix or override.

Thank you.  

1 reply

Intuit_Kallana
Intuit_Kallana
Level 7
March 6, 2026

Hi @eesc, on your return this could be based upon the line that your items are reporting on for the respective schedules.  For Schedule B instructions at the top of the form, unless the income is on lines 2-11, only one schedule is printed as a joint.  Similarly, for Schedule D the applicable lines would be lines 3 through 10.  If these situations are the actual case for your return without the separate schedules generating, please give us a call at ProConnect Support so that we can review your actual client return to assist you.

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