Retirement tax questions

Option 1 sounds right but you would send the complete list of trades in Form 8949 (since as indicated you didn't include those details electronically).  I'm not sure why 1099B is being required by TurboTax unless you are not providing 8949?

 

I don't know ... 1099B is provided by the brokerage firms to the IRS already so this throws me off.  Thanks.