Thank you for that update. Very helpful. I will definitely focus on summary info entry for next year. Entering only sales summaries for large trade transaction definitely cuts down the size of the tax return and makes it easier for record keeping. Good to know that the IRS only cares for the sales summary info anyway, unless they decide to audit a specific transaction. In that case, only the data specific to that transaction can be sent to them later.
This year, I was able to automatically important all the individual sales categories through the import method I described above. Perhaps the "Import - From Accounting Software" option in the File Menu is only available for the Turbo Tax Premier product.
