Correct me if I understand correctly from your previous response
Summarize view is Form 8949
Form 8949 with "I'll enter a summary " produces a summary for a category on Schedule D, and that Form 8949 line 2.
If 1099-B has only Box A or Box D, then there is no need to report Form 8949
If the transactions are without adjustments, Form 8949 is not required. No mailing is necessary.
If 1099-B has a mix of Box A and Box B (cost basis not reported to IRS) - in this case, one needs to report all transactions (for both Box A and B) on Form 8949.
No. The Exception described above still applies for Box A.
If I'm correct on #3, then the only way we can report Box A transactions is by choosing investment type as "Option" and selecting "Sold" (even though it is expired). The reason we cannot choose "Expired" because Turbotax removes the gains received from Option sell when select Expired. To let the IRS know, I appended the description with (Option Expired)
the appended description is a good workaround for TurboTax failings in this area.
Box A transactions that are exempt but you choose to detail anyway are summarized on Schedule D line 1b.
As noted before, TurboTax may try to thwart you.
