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Thanks for your detailed response.

How does a pdf file get loaded into an e-file by TT?  Was this option available for the 2021 tax year?  It would have to be uploaded into TT by the user at some point, I would think, but where?  (Perhaps this option will not be available for efiling?)

 

I don't believe that all brokers offer the option of downloading 1099-B forms.  For those who do, I presume that TT is able to transpose them in order to prepare the Form 8949.  On the other hand, if there are no wash sale adjustments to be made, I assume that no mailing at all is required?  You noted that copies of the 1099-B would have to be mailed in to the IRS, but doesn't it already have this info?  (I do not want to snail mail a tax return to the IRS, especially if it exceeds 100 pages!)

 

Thanks again!