To restate the problem: 1099-B transactions are correctly entered/imported as individual transactions, but TurboTax automatically combines and summarizes them on lines 1a and 8a of Schedule D. This is fine and good for the Federal Return but the PA return warns that you'll have to send/fax additional paperwork or go back and list them individually on the Fed return. But there is no way to tell TT to stop combining them on the Fed return!
Well, I called support but they didn't quite understand the issue really.
The PA warning message indicated it *might* include the appropriate attachment so I went ahead and electronically filed. I'm not sure it did, but I'm not going to worry about it.
The silly thing is TurboTax has all my individual transactions already entered. It could easily list them JUST FOR PA BY ITSELF because you know, it's a computer program and it should be able to format the PA Return the way it needs to be formatted.
I spent several hours in Forms view trying to see how I could mark the transactions in a way that wouldn't summarize them but I came up empty. I noticed all the transactions had an adjustment code "BYPASS8949" but it was uneditable. Oh well.
