That is all you need. Used the information in the 1099 B Summary page to enter the information there. You need to make sure if the stocks are short or long term. Just select a name from the detailed page of the Form 1099 B , (to fill the description stock) and a couple of dates from any of the stocks making sure if they are all short term, the dates do not last more than 1 years, and if they are long term the opposite. Just make sure they calculations match the gain or the loss on the form. The software will place them in the corresponding worksheet and form according to the dates you entered. Enter the dissallowed wash sales to make sure they loss is exempted. That is all you need to do. Thank you.