Thanks for your help with this!
I've been digesting the 14 pages more...
As you said, it's easy to just provide the totals for the INT & DIV.
I'm still trying to understand the 1099-B info.
It seems like everything that needs to be entered is on page 1.
Everything else says more details, summary, for INT, DIV, MISC, & B, etc. etc.
On page 1, which says "to be reported" 1099-B is ZERO
One of the 1099-B summaries says:
Proceeds 3774.28 - cost basis 3719.48 + wash sale 8.66 = 63.48 net gain.
Another summary with similar calculations for other transactions says net loss -9.25
Maybe there's not enough net gain or loss to report on a 1099-B and all I need to enter is page 1?
It seems like the couple of hundred on income is covered on the INT & DIV totals entered & reported.
