Investors & landlords

Your consolidated 1099-B gives you subtotals for all of Box A or Box D.

(they should break out wash sales but they don't)

If you have wash sales, it gets more complicated since those adjusted transactions have to be itemized on Form 8949 and the summary totals adjusted accordingly.

Enter the wash sales on Form 8949, then use the subtotal results on the bottom of that form (Line 2) to know how much to subtract which gives you the Schedule D line 1a totals

 

"Any transactions that are eligible to be reported directly on  Schedule D, bypassing form 8949, may be summarized here."

This would be the place to enter the result of your calculation.

( In earlier versions of TurboTax there would be a different way to do it. maybe that option remains as an alternative)

 

if done correctly, the grand totals on Schedule D will match the grand totals on consolidated 1099-B.

Have fun.

 

 

@ebmarch