TurboT limits stock transactions to 10K - can enter a summary if you have more than 10k - can you select this option if you have less than 10000 transactions?

[pennbrook]

I dont' have 10000 transactions but I do have hundreds - would like to just do the summary - total cost basis, total proceeds, etc

[fanfare]

Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.

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If you are not excused by the detail reporting exception,
IRS requires details of your SELL transactions to be supplied on some Form 8949,
or on your other forms (e.g. consolidated 1099-B or spreadsheet) which have the same information and in the same manner as Form 8949.

This is so, even when the broker has sent details to the IRS already.

The exception does not include wash sales, since they show an adjustment.

@pennbrook 

[baldietax]

if you have any sales items with adjustments (wash sales, AMD etc) you can split the 1099 up and enter those as "one by one" with the details; then input the remaining balance as a separate 1099 in Turbo at the sales summary level.

This will remove the need to mail the adjustment details to the IRS and you should get prompts to that effect (also on desktop you can go to Forms mode on the 1099-B worksheet there is a checkbox at the bottom whether mailing is required... not sure with Online but maybe the same is available if you export PDF with all forms and worksheets).