Poor design by Turbotax. if you use form 8949, to report summary totals under the rules you must submit the details to the IRS even though they already have a copy. To avoid this, summary totals must be entered so they appear on lines 1a and 8a of Schedule D (note there can be no wash sales or other adjustments for the sales to use this method). Unfortunately, importing seems to always create the 8949s. There seems to be no way to have the import go to those lines. For that reason, I skip import and manually enter the info for 1a and 8a
in the search/jump to box type "1099-B" Skip the quotes. Enter something for a name and the form should open.
in bold letters, you should see "Form 8949 Reporting Exception Transactions."
this is where you enter summary proceeds and costs. As previously stated, adjustments are not allowed.
if you want to use this method, you must remove the imported 1099-B. go to the file tab and select remove imported data. make sure to select only the proper form
