I don't have any sales marked with a "W" in my "Short-Term Transactions for Which Basis Is Reported to the IRS" section so I assume I can use the summary totals for that section. But I do have a bunch of sales marked with a "W" in my "Long-Term Transactions for Which Basis Is Reported to the IRS" section, so from what you're saying it sounds like I should enter the individual sales for that section. Darn, that's a lot of sales to enter!
Alas, the 1099 import didn't work for this particular brokerage. It's Cetera Advisor Networks. The import does support Cetera, but apparently not specifically for Cetera Advisor Networks (CAN). Part of the import process asks for a document ID from the 1099. Unfortunately, according to Cetera customer support, CAN apparently doesn't provide the document ID, but Cetera Advisors (CA) and Cetera Financial Specialists (CFS) DO provide a document ID. They told me I should still be able to use NetXInvestor to import, but the account I got a 1099 for apparently isn't on NetXInvestor, so that's not an option either. I'm not expecting you to have an answer for this -- just sharing my pain lol.
