jnd2546
Level 4

Agree; no need to attach brokerage transaction details.

Caution::

If you happen to be a PA resident be careful because if you enter the proceeds and basis totals for A or D, they are NOT transferring to PA 40 Sch D.   I called support.  Caller not very astute.  She took my info and promised a email reply. Nothing yet. That was 2/10.   Not sure if other states are having some problem.