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Hey Champ - Thanks for your speedy reply. I found what I think is the culprit (other than my own lack of knowledge) = the 1099B “details”  "Proceeds from Broker and Barter Exchange Transactions" ... involving two transactions…. stating to “Report details on Form 8949 or Schedule D” … I just listed what I saw in the “Summary”.

 

*** Since there are only two transactions, I may just list them on F 8949 and mail them… or Would you suggest I mail 2021 Form 1099B from my stock broker listing the descriptions / details ?

 

*** Does Turbo Tax provide a service that I can call an expert directly to answer questions when I run into situations like this in future years?  Everyone in the community is very good answering questions (you get a gold star for all your help) … but sometimes there is a delay or no answer at all.

 

Again many thanks for your help – you are a true GEM and real asset to this community !

 

Tom