Thank you! I summarized my Box A and Box D transactions. There were disallowed wash sale losses within both these groups, so I used the TT feature to record an adjustment with code W for each summarized entry. I attached the pdf of my entire 1099 statement, which includes details of all transactions that have disallowed wash sale losses. I have no noncovered transactions. This is all I need to do. Is that correct? If so, wow, that was really not hard at all and thank you for helping me understand. I spent hours trying to figure this out in the forums.
I bought a Motif portfolio in 2019 and no one warned me about what a tax hell it would create because it auto buys and sells tiny fractional shares. By the time I understood while doing my 2019 taxes, it was too late to avoid for 2020. Rest assured that I have sold this portfolio and am only trading individual stocks infrequently. I hope to never have a disallowed wash sale again!
