Retirement tax questions


If you don't like the rounding, or even if it is no problem for you, you should use the "Enter a Summary" option.
If you summarize (recommended),

you only need to supply PDF of 1099-B covered transactions with adjustments that are not listed on your e-Filed Form 8949. and all non-covered transactions not listed there.

 

in other words, for active investors, generally this is a list of the Wash Sales.


Note: turboTax may suppress some covered transactions without adjustments (new behavior). For those, no mailing is required !
--
If you have two pages (for example) of Wash Sales,
use Adobe Reader to print those two pages. That's all you have to mail to the IRS, given that those wash sales are not on your e-Filed form 8949 already.
(you might enter them manually if they are few in number.)


If you were wise enough to avoid wash sales, you won't have to list or mail anything.


Meanwhile some have reported that TurboTax will take your 1099-B PDF as an attachment avoiding the need to mail it.
TurboTax has not documented or publicized such a capability.


Complain to your broker, ask them why the won't give you two reports
transactions with adjustments and,
transaction without adjustments.