AL107,
Yes, it does seem pretty lame to have to manually reenter every 1099-B transaction again separated into the time range bins according to date of sale. (Of course capital gains distributions will have to be totaled separately.) I will bring it to the attention of the powers that be, but that ain't gonna be fixed this year. I know that the desktop versions of TurboTax allow you to look at and enter data in Forms View. Don't know if the online version will let you do that, too. Try digging around a bit. If it can do so, then bring up form 8849 (the one that list the 1099-B sales transactions) and copy-paste into a spreadsheet. This would allow you to sort and sum conveniently and just input "fake" 1099-B's for short term and for long term in each period. These aren't printed in the tax return, they are just used to total up income per period.
