JohnB5677
Expert Alumni

Get your taxes done using TurboTax

TurboTax can handle up to 500 individual transactions per brokerage account. If you have more than 500 and your sales volume totals less than ten million dollars, you can either summarize your transactions on Form 8949 (instructions follow) or switch to the TurboTax CD/Download software which can handle around 2,000 individual transactions per brokerage.

Please see Maximum Tax Records for additional guidance.

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