UPDATE: FIXED! (ymmv) [error code reject code X0000-029]
Short answer: I deleted my 1099B broker statement summary entries and reloaded them in DETAIL (luckily I was able to import them from my brokerage account but I was prepared to enter by hand). I recalled TurboTax asking me about data to support Form 8453 and I believe I uploaded my brokerage pdf [or I was dreaming]. Entering the DETAIL data precluded this requirement and the IRS accepted by tax return.
Long answer: forms 1099B are the culprit: After much back and forth with the turbotax people I started to go thru my paper printout scanning each schedule for FORM names and looking them up to see WHERE I was asked to upload a pdf so I could change it. When I got to form 8949 that is when I realized I entered SUMMARY data and TurboTax prompted me that I would have to mail in a copy of the details and use Form 8453. But I also recall TurboTax asking for me to upload a pdf copy. I believe I did this. I tried over and over to manipulate the data on the summary data entry to force TT to re-prompt me to mail in the forms and to upload the pdf to no avail. I went ahead and deleted all the entries and resigned myself to enter in pages and pages of data if the electronic import would not work (I couldn't get it to before). The electronic import brokerage lookup process is horrible. If I type "pershing" I get two entities but if I type "pershing llc" I get complete DIFFERENT entities. and in my case, NMIS.. was the correct one (northwestern mutual 'something something' - which is no where on my statements (but I am "with" northwestern mutual). In the end, putting in the details for my stock sales negated the need to mail the IRS a copy and negated turbotax asking for a pdf upload.
TURBTAX - IF YOU ARE LISTENING: this is where the issue is - WHY do you not expose the fact we uploaded a document here - why not have a section in "mydocs" that shows files you are going to send the IRS on our behalf? Lastly, why do you dead end this error message?
