You have a couple options:
- You can break up your Gain/Loss form into multiple documents (about 1500 per CSV as to not overload the system and ensure a successful upload). Then upload each document one at a time for the provider.
- Create a custom CSV (using the link you posted and following those steps to create the universal format CSV). If you create the custom CSV of the transactions, don't aggregate the transactions. Ideally, you need each transaction one at a time to properly identify the cost basis. Aggregating them may lead to errors in the gain/loss calculation due to not having the actual cost basis.
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