I would suggest summarizing the entries according to their sales sections listed on the 1099B. Here is how TurboTax suggests to report those totals.
- Open or continue your return.
- Search for stock sales and select the Jump to link in the search results.
- Answer Yes to Did you have investment income in 2024?
- If you land on the Let’s finish pulling in your investment income screen, select Add investments.
- On the Let Us Enter Your Bank and Brokerage Tax Documents screen, select Skip this Import.
- On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds.
- Continue through the interview and select Enter sales totals instead when prompted.
- You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and categories. When finished, select Continue.
- You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"