As an active investor, you must be aware that your category Box A or Box D sales without adjustments do not require Form 8949, so there is no reason to import or key in those transactions.
Instead use the "enter a summary" option (aggregation) to put your numbers on Schedule D Line 1a or Line 8a.
No mailing is necessary.
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If you have wash sales, it gets more complicated since those adjusted transactions have to be itemized on Form 8949 and the summary totals adjusted accordingly.
Enter the wash sales on Form 8949, then use the subtotal results on the bottom of that form (Line 2) to know how much to subtract which gives you the Schedule D line 1a totals. Be sure to NOT check the adjustments box in the summary window.
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Alternatively, if entry of Wash Sales is too tedious,
summarize and check the box for adjustments and enter the disallowed amount.
This summary will go on Schedule D Line 1b.
You will be making the mail-in election.
Note: only the wash sales details have to be mailed if you summarized wash sales separately.
You may want to get Pro Adobe Reader that lets you edit your 1099-B PDF and reduce it down to only wash sales.
It depends on how many wash sales you have to report.
Second Option:
use some other tax software that lets you attach the consolidated1099-B (wash sales only, or entire) as a PDF file when you e-File with aggregation.
Then no mailing is necessary.
PM me if you don't know what software will do it.
