TT/RSU/Washes: TT adds 8949 line for Every Supplemental - TWICE as many TXN as 1099-B itself

[someanswer]

Scenario:    RSU vested, Sell-to-cover, and then some Lot-Specific Sales later in year (some LT, some ST). 

Imported:   1099B + Supplemental Info combo PDF

Result:    TT imports 39 lines (supplemental info qty) for only 24 1099-B transaction lines.    Fails to import any of the wash sale disallow or adjusted gain/loss fields into TT.

Question:   Is this normal behavioral?     To selectively import 100% of rows from Supplemental, but leave out most of the fields?

The TT flow fields appear to be:    1d - Proceeds.  1e - Cost or other basis, 1g - Wash sale loss disallowed. 

Supplemental Info fields I'm trying to map are:  1) Proceeds   2)  Adj cost or Other Basis (z) , and 3) Wash Sale Loss Disallowed.   I'm not clear how to use the Adjusted Gain Loss field. 

In prior years, I manually update the basis on the non-reported 8949 line entries.  The entries matched the 1099-B lines (not the supplemental lines).  However, in that year - I only have Vest and Sell-to-Cover and no Washes. 

In previous years, I avoided the TT guided solution and manually updated basis on the 8949 for transactions where basis was not reported.   I'm not sure I trust the data generated by the guided flow.

[DavidD66]

I recommend you always manually enter company stock transactions.  If you don't want to enter each transaction you can enter the category totals and then attach a copy of your 1099-B to your return if you are using TurboTax Online.   If you are using TurboTax Desktop you will have to mail a copy of your Form 1099-B.  

[someanswer]

Thanks David!

Is summary permitted with Wash Sale lines in the mix? 

I didn't think.

Admittedly, feeling as though Intuit should fix their code here.   2 years of reading the 8949 instructions to do QC for a software developer who is supposed to be vetting this.

If I wind up using Tradelog to reconcile and attach to TurboTax, it strikes me as odd to pay more for the 1099-B reconciler than I pay for the full Turbotax version.

I thought about the "Pay Assist" service, but if this is a platform bug and niche.  I wonder if it would help or hurt depending upon the experience level of the pool. 

Is there any way to surface this to TurboTax for an Official Position on this flow?   

[DavidD66]

Yes,  you can use the summary method when there are wash sales included.  You simply enter a single amount for the combined Wash Sale Adjustment, just like you make a single entry for the proceeds.  Don't make it more complicated than it needs to be.  For both long-term and short term, determine your combined correct cost basis, total wash sale adjustment, and then enter two summary transactions