I did some more digging. It turns out I can get the proceeds and cost to move from Schedule D Line 1a to the correct Line 1b if I create a TurboTax Capital Gain Wks for each lot sold, carefully wading through the Form 1099-B Wks to find the errant lots.
I was able to do this for my short-term gains because there are only 3 lots. To do it for my long-term gains would mean creating over 100 Capital Gain Wks. I'm not going to take the time to do that because I don't believe it will affect my bottom line. It's a very slow click-and-type intensive process.
All the totals which ended up on the wrong Schedule D lines came from Morgan Stanley Wealth Management, which identifies in TT as MORGAN STANLEY DOMESTIC. I must emphasize that all the info in their 1099-B Wks is 100% correct. So I don't know who to blame. Morgan Stanley or TT? All my Fidelity sales landed on the correct lines of Schedule D, but there were far fewer of them.
Does anyone else use Morgan Stanley and see numbers on Schedule D lines 1a and 8a which don't belong there?
