First, a question. Does that account summary require you to send paper forms of individual transactions?
No; the instructions are now in TurboTax 2022 step-by-step if you do not download. Enter manually; it will ask if you want to enter the summary (and give you help, sort of, in the TT way).
If you use forms the rules have been there since the IRS made the change and have always been clearly explained on Schedule D line 1a (short term gain/loss) and line 8a (long term gain/loss). Of course TurboTax makes this complicated by introducing a totally unnecessary "Form 1099-B Worksheet".
Every time I have entered the 1099-B summary manually, it has prompted for a paper copy to be sent.
TurboTax makes navigating "forms" difficult but so far as the financial institution stuff is concerned I've almost always found that "error check" would point to the problem areas. I did have one case of TT getting it wrong and submitting a manifestly incorrect return around 2002; the numbers did not add up in form for crediting foreign taxes on dividends. TT submitted it but the IRS never accepted it, I got a letter in October from the IRS...
Finally, I have paid for TurboTax for the last 25 years. I can’t see how to get these features for ‘free’.
The last paragraph in the post which you replied to was sarcastic; TurboTax isn't free and AutoHotKey is. My core belief is more general than yours; paid programs should be supported. If they are manifestly non-functional as in this case the bug should be fixed. For years Intuit have ignored or dismissed this bug and we have had to work round using third party software to make TT functional. Entering the summary information is a way of avoiding the need to install AutoHotKey and it's a way that has additional benefits, such as not giving Intuit a whole load of information they don't need to know.
