If you are posting all of the individual transactions you should not be entering the total. However, you can post the totals from your summary page, but you would not include the individual transactions.
- If you choose to enter a summary instead of entering each sale.
- You will have to mail a copy of the brokerage statement listing the individual sales.
- You have to send the statements, not copies of individual 1099-B forms.
- You can still E-file.
- TurboTax will produce a Form 8453.
- You will print Form 8453 and attach the brokerage statement(s) to it.
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