State tax filing
I agree I too cannot find any definitive answer on the 36 transaction exclusion. However, I do believe I can give you a workaround to enable you to finalize your return and file. This will entail going back in to the Federal section of your entries and editing most to allow a combined entry.
This may not be the ideal solution for you as most would prefer a direct import but this does work. The following screen shows the grouping and your 1099-B will show the transactions per group:
Unless there is only one transaction or one date for sales, click in the circle for "Something other than a date" and then click on the down arrow for "Various"
If there was only one sale date place that in the next box, if several sale dates, I suggest entering a date in the middle of the year, such as June 30, or so. The numbers obviously are for example only. Click continue at the bottom.
The next screen is usually none of the above but check all the questions for accuracy if any apply, so click continue.
Enter the totals for each group, such as short-term covered, short-term non-covered, etc., although from your statement all of your transactions are short-term and that will enter the data into Schedule D and/or Form 8949. Net result is instead of multiple entries that exceed the 36 threshold, if that is the case, you will have one summation entry.
The IRS is more concerned with the totals than the individual transactions.
