I'm entering stock sales from a 1099-B and Turbo Tax is asking if the sales include any employee stock. The stock was originally from employer stock plans, and is now vested and in a brokerage account.
If I select "yes" on employee stock, Turbo Tax then "strongly suggests" that I enter all sales individually and says something about changes in cost basis, and about crypto. This seems to be new for 2024 in Turbo Tax as far as I recall.
In the past I've entered covered sales in summary, and entered non-covered sales individually (the latter to avoid having to physically mail in information to the IRS) . . . hoping this is still a valid approach? Is there any difference in tax treatment based on whether I choose "yes" or "no" to the question on employee stock?
