Employee

Question

TT desktop 2024 unable to import large transaction data and there is no option to upload pdf as well

Forum|Forum|1 year ago
February 17, 2025
2 replies
0 views

There is no option to upload. It is a bring transaction file, I believe its timing out. And there is no way to upload pdf for 1099?

baldietax

why do you need to import a large transaction file tho? 1099s can all be manually input at summary level unless you have a lot of sales adjustments on 1099-B and want to file 8949 to avoid mailing in a statement.

G

gunasekgAuthor

Employee

I just dont want to type in and make mistakes. Is there an upload option anywhere hidden?

G

gunasekgAuthor

Employee

And this is a broken link.

M

mglauner

You can upload a PDF of stock transactions in TurboTax Online.

In TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions.

However, if your import is timing out, there are several things you can try:

Update Windows
Make sure your account doesn't need to indicate 'third party access'
Close all anti-virus software (including modem) while importing

Here's more info on Unable to Import.

@gunasekg

TT desktop 2024 unable to import large transaction data and there is no option to upload pdf as well

2 replies

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