@seccam , I come back because I forgot to comment on your capital asset disposition report. If indeed there are a huge number of sales/ disposition, then a good way would be to use a spreadsheet to record each buy, sell, acquisition cost ( including charges ) , sales price ( including any associated charges ) and have the spread sheet also compute category -- short term , Longterm, wash etc. Then sort these by LT / ST /WA and then by date --- this will give you what the IRS wants/needs i.e. ST gains. losses and LT gains and losses plus disallowed losses ( WA ). Now you can group these ( for ST, LT and WA ) by date or type of stocks etc. Then go to TurboTax enter the group details. That should work. And if IRS wants details you have the back-up spreadsheet to show how you came up with the summaries. That is what I have done for many clients during my work as a Tax Professional and never been challenged, but I was also prepared. IRS is not after people, they just want their fair share of taxes.
Hope this helps
pk
