jlaker66
Returning Member

Get your taxes done using TurboTax

This tripped me up too, so I'm glad I found this thread.  I was one click away from my federal e-file, when I decided to do one last sanity check of the return, so I saved it off in a .pdf.  I saw the note about having to send paper forms, which I didn't want to do.  In my case, I had used the summary option to cover a single sale of one particular stock which was acquired over different purchase dates.

 

So, I switched away from the summary option, and submitted the 12 different purchases as separate transactions, and then the request to mail a paper form went away.  That part all worked good.

 

What didn't work so good was when I modified that single summary entry to be the first of the 12 separate purchase line items, TT got all confused, and it flagged a bunch of (incorrect) issues at the final re-check.  I needed to delete that first entry (formerly summary entry), and re-enter it.  Must have been something on that record (not visible to me) that was still tagging it as a summary.

 

Thanks.