LindaA
Expert Alumni

Investors & landlords

Yes, because TurboTax Online can only handle up to 500 transactions per brokerage account. 

If you have more than 500 stock transactions with a total sales volume of less than ten million dollars, you can switch to the TurboTax CD/Download software (which handles around 2,000 transactions per brokerage). Your other option is to enter the transactions on Form 8949 using summary data from your broker statements. Please see the FAQ below for more information.


How do I enter more than 500 stock transactions in TurboTax Online?  https://ttlc.intuit.com/replies/4926553