Thank you for the prompt reply! I am using TurboTax Home & Business on a Windows 11 laptop. I have applied all the online updates to both Windows and TurboTax. I captured and printed the screen and it said (literally) “You’ll need to mail a paper copy to the IRS.” A pop-up window gives the mailing address. I’m not sure how I could be misreading that.
I don’t know whether this “need” is due to the manual, summary entry of the 1099-B or to the capital loss.
I think my next step is to import the data from the financial institution and see if there is additional detail to remove the need to mail (the whole return, the 1099-B, the state returns?). Unfortunately I can’t change the capital loss. Please let me know if this approach wouldn’t help. (Here’s an opportunity for the program to be more helpful by giving some ‘why” insight.)
