Get your taxes done using TurboTax

@syoung123 

I thought I answered both of these questions.

 

You can use the aggregation lines 1a and 8a for some unadjusted transactions and also detail specific other transactions, with or without adjustments, on Form 8949, for any Box Category.

Caution: TurboTax goes ahead and applies undocumented rules which may prevent you from getting the result you want.

This is recent behavior and it is supposed to be a feature but it is a bug. 

 

You can aggregate transactions with basis reported to IRS on line 1a or 8a, or other transactions, from any number of brokers as long as the conditions are met. For example, if you put transactions from broker A on Form 8949 No.1 and transactions from broker B on Form 8949 No.2,  (not required to use separate pages when the Category is the same) the combined subtotals for both will appear on Schedule D on the appropriate line according to the Box checked..