Could not import my investments from Merrill, so download to my PC, then goto "Documents" of turbotax, pulled it into there, how to pull to my invest-income section?
Could not import my investments from Merrill, so download to my PC, then goto "Documents" of turbotax, pulled it into there, how to pull to my invest-income section?
Regarding stock and options, for Box A and Box D, only wash sales have to be itemized on Form 8949.
The other transactions without adjustments can be aggregated. Report the sub-totals of cost and proceeds for those transactions on Schedule D Line 1a or Line 8a respectively.
If you have no wash sales, there will be no form 8949, No attachment is necessary. No mailing is necessary --- If you have wash sales, it gets more complicated since those adjusted transactions have to be itemized on Form 8949 and the summary totals adjusted accordingly.
-----
Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary.