I downloaded my 1099B from Vanguard and Fidelity as you said. However, there was no option to enter the losses as a summary during this process. After downloading the data, you can edit every transaction in the Box A category with basis reported to the IRS. The call trades with a loss where all there: None of these calls showed a code or an adjustment account. However, in the forms mode it showed that all these calls with a loss were reported on a Form 8949. All other trades were reported directly on Schedule D, Line 1a. In the edit mode you can for every trade indicate to have it summarized, but immediately the code M shows up, indicating that now the return has to be mailed in. All this seems to make no sense. B.t.w., I use TurboTax deLuxe.
