I see that adjustment for the triggering transaction now - thank you so much! That makes more sense. Do I need to separately enter the first sale (with the disallowed WLS) and the triggering transaction? Or can I put them in a single entry, like the total row for that security in my 1099-B?
Also - sorry to pile another question in, but I have ~30 pages of transactions and I've read the help post that says I can group all my transactions into three sections, however I am having trouble understanding:
https://ttlc.intuit.com/community/business-taxes/discussion/re-where-do-i-enter-wash-sale-loss-disal...
It sounds like grouping transactions means I will need to mail items to the IRS in addition to e-filing. Is that only in the case of grouping transactions with disallowed wash sale losses, or any type of grouping? For example, I'm hoping I can group short-term and long-term, and then list those with disallowed wash sale losses individually without having to mail anything in. I've also read conflicting info about whether I'm allowed to group transactions with disallowed WSLs, or if I need to enter each line individually.
There's also different conclusions in the help posts about whether I'd actually need to mail in forms. From this post, it sounds like I could just attach a pdf. Would that apply to any of the summary situations listed above?
https://ttlc.intuit.com/community/investments-and-rental-properties/discussion/large-nu[product key ...
