George - thanks for the information:  2 follow up questions for you:

1)  Does this work for summaries that include wash sales - when i input the M code it works unless there are wash sales - not sure if there is a work around?

2)  What triggers whether or not i have to attach the pdf?  it says no on both that i have done, yet i am uncertain of what determines this so i am not sure if it is correct?

thanks!