Cannot import - more than 3000 transaction on TurboTax Premier 2020 Windows Desktop PC version

From your statement above, you mentioned I need to include the form 1099-B and mail it together with Form 8453. However, after i printed out Form 8453, i notice only the last box was checked. It asked me to print out and attach Form 8949 only. My question is should I only mail

    Option 1: "Form 8453 + Broker 1099-B"

    Option 2: "Form 8453 + Form 8949"

    Option 3: "Form 8453 + Broker 1099-B + Form 8949"

pls let me know which option I should choose. Thx!

" Form 8949, Sales and Other Dispositions of Capital Assets (or a statement with the same information), if you elect not to report your transactions electronically on Form 8949"

When should I mail the form?
| Mail Form 8453 promptly after your return is accepted with attached
| forms and supporting documents listed on Form 8453.
| Attach the following items to Form 8453: Form 8949 or an acceptable
| Continuation Sheet for Schedule D.

Unfortunately the 3,000 record limit can not currently be changed.

However, you can quickly enter this manually.  Your brokerage statements should include a summary of your transactions, grouped by sales category.

There are seven possible "Box" designations that indicate the holding period (Long/Short Term) and the reporting status.  These are the only ones you have to summarize.

Code A. This code indicates a short-term transaction for which the cost or other basis is being reported to the IRS. Use this code to report a transaction that the recipient will report on Schedule D (Form 1040), line 1a, or on Form 8949 with box A checked with totals being carried to Schedule D (Form 1040), line 1b.

Code B. This code indicates a short-term transaction for which the cost or other basis is not being reported to the IRS. Use this code to report a transaction that the recipient will report on Form 8949 with box B checked with totals being carried to Schedule D (Form 1040), line 2.

Box C. Report on a Part I with box C checked all short-term transactions for which you can't check box A or B because you didn't receive a Form 1099-B (or substitute statement).

Code D. This code indicates a long-term transaction for which the cost or other basis is being reported to the IRS. Use this code to report a transaction that the recipient will report on Schedule D (Form 1040), line 8a, or on Form 8949 with box D checked with totals being carried to Schedule D (Form 1040), line 8b.

Code E. This code indicates a long-term transaction for which the cost or other basis is not being reported to the IRS. Use this code to report a transaction that the recipient will report on Form 8949 with box E checked, with totals being carried to Schedule D (Form 1040), line 9.

Box F.  Report on a Part II with box F checked all long-term transactions for which you can't check box D or E because you didn't receive a Form 1099-B (or substitute statement).

Code X. Use this code to report a transaction if you cannot determine whether the recipient should check box B or box E on Form 8949 because the holding period is unknown.

Open or continue your return (if it's not already open) and search inside TurboTax for the phrase stock sales.

1. Select the Jump to link in the search results.
2. Answer Yes to both Did you sell stocks, mutual funds, bonds, or other investments? and Did or will you receive a 1099-B form or brokerage statement for these sales?
   • If you land on Here are all your 1099-B sales, select Add sales from a different brokerage. Then answer Yes to Did or will you receive a 1099-B form or brokerage statement for these sales?
3. When asked how you want to enter your 1099-B, select I'll type it in myself.
4. Select or enter your brokerage on the next screen and continue.
5. On the following screen (Tell us about...), answer the questions until you reach the next screen. Select the second option, Let's enter a summary instead, and select Continue.
6. You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue.

When you are done, you'll eventually come to the Here's a summary of your broker sales screen where you can edit, delete, or enter more sales.

You will have to mail a copy of your 1099-B to the IRS.  TurboTax will produce a Form 8453. You print the Form 8453 and attach the brokerage statement(s) to it. 

@taxstapp Unfortunately, 3,000 transactions is the limit. Please contact TurboTax support if you need further assistance.

What is the TurboTax phone number?

If this is the limit, why does turbo tax still allow the import from the financial institution to work successfully, only to cause problems later on.  i have been dealing with his problem since the end of February and have had 8 phone calls with turbo tax support to only find out that they now believe the limit is the number of transactions.  If TT had given an error when we imported the data originally then we would have known it was a problem, but it didn't.  it allowed the import to go through successfully but then got stuck later on.  Does anyone have a solution to how to get through the rest of the income sections, with this issue.  TT support does not seem to have an answer.  how can i finish my taxes without being able to have the income section completed?

I have the exact same feeling about Turbotax. But fortunately, i got the answer about a workaround to deal with it by only entering summary of 1099B, then mail the entire 1099B to IRS together with Form 8453. But I do hope TurboTax can enhance the software next year to remove the limitation of 3000 transaction. below is the detail of current workaround I got from someone.

Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, "Box A short-term covered" or "Box D long-term covered." You'll enter the summary info instead of each individual transaction.

1. Open or continue your return (if it's not already open) and search inside TurboTax for the phrase stock sales.
2. Select the Jump to link in the search results.
3. Answer Yes to both Did you sell stocks, mutual funds, bonds, or other investments? and Did or will you receive a 1099-B form or brokerage statement for these sales?
   • If you land on Here are all your 1099-B sales, select Add sales from a different brokerage. Then answer Yes to Did or will you receive a 1099-B form or brokerage statement for these sales?
4. When asked how you want to enter your 1099-B, select I'll type it in myself.
5. Select or enter your brokerage on the next screen and continue.
6. On the following screen (Tell us about...), answer the questions until you reach the next screen. Select the second option, Let's enter a summary instead, and select Continue.
7. You'll now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your 1099-B for the amounts and category. When finished, select Continue.

When you are done, you'll eventually come to the Here's a summary of your broker sales screen where you can edit, delete, or enter more sales.

You will have to mail a copy of your 1099-B to the IRS.  TurboTax will produce a Form 8453. You print the Form 8453 and attach the brokerage statement(s) to it.