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?
If all of the trades are covered, you can simply input a summary.
I then make single entries for the non-covered and the wash sales.
If those are too many then I input one summary as "see attached" and do the pdf attachment.