I'm sorry, but this answer has confused me more, because the first reply told me that TT would ask me to download my 1099 again after I have done the summary, not that the options are mutually exclusive.
I want to determine the most efficient way to enter the investment data, as I have several accounts, and all of my brokerage forms are downloaded as combined INT and DIV data. I don't have an option to separate them. If I must do everything manually to use summarize, then there isn't much point in downloading the data from the brokerage firm. And I will still have many sales that are not Box A or Box D which I must enter individually. Lots of manual entry is more prone to error, so I would like to avoid it as much as possible.
