I have downloaded my investment activity from my broker to TT. There are many individual sales. All of sales marked as Box A or Box D meet the criteria for a summary. In addition, there are sales marked Box E, which cannot be summarized, and must be listed individually.
If I choose to summarize both Box A and Box D sales, how do I assure that all of the individual sales have been removed from the return? Must I do this by looking at each individual sale, or will TT automatically remove the individual Box A and Box D sales once I enter the summary?
