The option to upload the PDF is only for the Online version. If you e-file in the desktop, and you used summary entries (as opposed to one by one) you will have to mail in your detailed transaction list to the IRS in 3 days. So yes, you can switch to Online and leave it in summary format and upload the PDF. Or, you use the desktop and either re-enter transactions one by one, or leave it in summary form and mail the details after e-filing. TurboTax will print out Form 8453 to include with mailing your 1099-B detail.
Mailing 8949
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