BrimstoneFox
Returning Member

Investors & landlords

To import from Etrade the limit for the desktop software is between 2000 and 2500 I believe I think its 2000 or less for the online program.

 

This post https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-large-number-of-stock-tra... says its 10k, but I can attest from experience (and talking to Etrade) that is false. It may be able to handle that many transactions if you do so manually (but who is going to do that?)  (its possible the limit may be higher for other brokers, I don't know, I do not believe it is , I think the limitation is on the turbo tax side)

 

There does not appear to be anyway to parse a 1099 PDF or csv file to import the data in an offline manner either.

 

You can enter a summary, but if you have wash sale data you still need to send that to the IRS my mail.