Question

TT 2023 desktop PC, receiving import volume exceeded from Fidelity 1099B. I'm 4000 (all covered) transactions, and TT support states 10000 is limit. How to correct?

Forum|Forum|2 years ago
March 24, 2024
1 reply
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TurboTax Online

Kat11_2

Employee

According to this TurboTax article, you can enter a summary vs. each individual transaction. See how it works for you.

How do I enter a large number of stock transactions into TurboTax?

(By the way, I believe the 10,000 import limit applies if using the Online programs. The Desktop platform has a lower import limit. I think.)

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***

L

louis-stilpAuthor

Thank you. I spoke with TT tier 1 support who confirmed that desktop supports 10K transactions, but did not know why import fails (especially from large broker like Fidelity). Question supposedly passed up to tier 2, but I haven't received any more update. I'm aware of the summarize option, but then need 3rd party software (for a fee) to generate the 8949 PDF.

Kat11_2

Employee

Well, it would stink to have to purchase other software to generate Form 8949. There must be some kind of solution. Hopefully the Tier 2 Support will be able to assist.

Please post back and let me know what you guys work out, if you don't mind. So sorry for the inconvenience!

*** I am NOT a tax expert. I am a seasoned TurboTax user, and volunteer to provide assistance to TT users. Nothing I post is to be considered TAX ADVICE; I bear no legal liability for responses.***