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Get your taxes done using TurboTax
Since I got no response and/or solution to this problem from TurboTax, I did more research and found the following:
-The limit of 10,000 transaction is incorrect, I had 2,064 entries to import and it failed. So, the limit is less than 2064.
-I used Excel to massage the .csv file from Fidelity to get the following 6 column headers in another tab with equations to get the stock symbol out of the first string:
Symbol, Quantity, Opening Date, Opening Net Amount, Closing Date, Closing Net Amount
then removed the rows with empty summary and saved the file as .csv with only the 6 columns
Note: Many other steps but a brief overview.
I then used https://easytxf.com/ to import the .csv file and output the resulting .txf file which I imported to TurboTax which will complain about more than 1,000 entries will slow down the performance of the program and machine. I don't own or have affiliation with easytxf.com and this is not a recommendation but it worked for me and it was free but I did donate since it saved me a lot of work. Perhaps TurboTax should buy the company or create a similar converter. There are other paid products that do the same conversion, some that can work with the .pdf file(s). However, since I like saving money and this is a once per year task, I chose the freeish path.
The following isn't consistent with previous posts. If I use the summary technique without the detailed transactions as suggested in other posts that I don't need to send in the detail to the IRS but the TurboTax program states the following from "What You Need to Mail" on page 1 of the Turbo Tax generated instructions:
Mail Form 8453 promptly after your return is accepted with attached forms and supporting documents listed on Form 8453.
Attach the following items to Form 8453: Form 8949 or an acceptable Continuation Sheet for Schedule D.
What is the final answer, I do or don't need to mail in the form 8453? If it is the later, then update the program's mailing instructions.
Hopefully this helps folks with similar issues.