Thank you for this. It's helpful.

Now, could someone tell me WHERE I enter summary data from a 1099-B with many transactions?

Is that on the "Capital Gain (Loss) Transaction Worksheet"?

Or Schedule D?

Is there a special worksheet for summaries? 

Thank you!

Someone may have a better technique, but this is how I make those entries:

AGGREGATED S/T SALES [BASIS RPTD, PDF ATTACHED], 12/31/19, VARIOUS, S

AGGREGATED S/T SALES [BASIS NOT RPTD, PDF ATTACHED], 12/31/19, VARIOUS, S

AGGREGATED L/T SALES [BASIS RPTD, PDF ATTACHED], 12/31/19, VARIOUS, L

AGGREGATED L/T SALES [BASIS NOT RPTD, PDF ATTACHED], 12/31/19, VARIOUS, L

I separate them like this because each category will generate a separate Form 8949.

I then strip the brokerage consolidated 1099 down to the 1099-B pages, type the client's name and SSN on the first page of the 1099-B, and attach it to the return for efiling.

Thanks, Happy.