topic How do I enter a large number of stock transactions in TurboTax Online? in TurboTax Help https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-large-number-of-stock-transactions-in-turbotax-online/01/26748#M74 <P>TurboTax Online is equipped to handle around 1,500 individual transactions (give or take) per brokerage account before the performance starts to deteriorate.</P> <P>If you need to enter a bunch of stock transactions with a total sales volume of less than $10,000,000 (ten million), you can enter a summary for each sales category.</P> <P>Another alternative is to&nbsp;<A href="https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129" target="_blank">switch to the TurboTax CD/Download software</A>&nbsp;which handles around 2,000 individual transactions per brokerage.</P> <H2>How to enter a summary in lieu of individual transactions</H2> <P>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.</P> <OL> <LI>Open or continue your return (if it's not already open) and search for&nbsp;<EM>stock sales</EM>.</LI> <LI>Select the <STRONG>Jump to</STRONG> link in the search results.</LI> <LI>Answer <STRONG>Yes</STRONG> to&nbsp;<EM>Did you sell stocks, mutual funds, bonds, or other investments in 2020?</EM>. <UL> <LI><SPAN style="font-size: 1rem;">If you land on&nbsp;</SPAN><EM style="font-size: 1rem;">Your investment sales summary</EM><SPAN style="font-size: 1rem;">, select</SPAN><SPAN style="font-size: 1rem;">&nbsp;</SPAN><STRONG style="font-size: 1rem;">Add more sales</STRONG><SPAN style="font-size: 1rem;">.&nbsp;</SPAN></LI> </UL></LI> <LI>On&nbsp;the <EM>OK, what type of investments did you sell?</EM> screen, select <STRONG>Stocks, Bonds, Mutual Funds</STRONG>, then <STRONG>Continue</STRONG>.</LI> <LI>When asked how you want to enter your 1099-B, select&nbsp;<STRONG>I'll type it myself</STRONG>.</LI> <LI>Answer the questions until you can select <STRONG>Enter sales section totals</STRONG>.</LI> <LI>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 <STRONG>Continue</STRONG>.</LI> </OL> <DIV class="ISH_suggestedInformation"> <H2>Related Information:</H2> <UL> <LI> <A href="https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129" target="_blank">How do I switch from TurboTax Online to the TurboTax software?</A> </LI> <LI> <A href="https://ttlc.intuit.com/community/entering-importing/help/how-many-stock-transactions-can-turbotax-online-handle/00/25644" target="_blank">How many stock transactions can TurboTax Online handle?</A> </LI> <LI> <A href="https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-a-1099-b/00/26612" target="_blank">Where do I enter a 1099-B?</A> </LI> <LI> <A href="https://ttlc.intuit.com/community/forms/help/where-is-form-8949/00/25799" target="_blank">Where is Form 8949?</A> </LI> <LI> <A href="https://ttlc.intuit.com/community/bugs-and-error-messages/help/error-we-notice-you-have-more-than-500-financial-transactions-to-import-in-turbotax-online/00/26096" target="_blank">TurboTax Online: We notice you have more than 1,500 financial transactions to import</A> </LI> </UL> </DIV> Mon, 01 Mar 2021 12:57:10 GMT TurboTax Help 2021-03-01T12:57:10Z How do I enter a large number of stock transactions in TurboTax Online? https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-large-number-of-stock-transactions-in-turbotax-online/01/26748#M74 TurboTax Online is equipped to handle around 1,500 individual transactions (give or take) per brokerage account before the performance starts to deteriorate. If you need to enter a bunch of stock transactions with a total sales volume of less than $10,000,000 (ten million), you can enter a summary for each sales category. Another alternative is to&nbsp;switch to the TurboTax CD/Download software&nbsp;which handles around 2,000 individual transactions per brokerage. How to enter a summary in lieu of individual transactions 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. Open or continue your return (if it's not already open) and search for&nbsp;stock sales. Select the Jump to link in the search results. Answer Yes to&nbsp;Did you sell stocks, mutual funds, bonds, or other investments in 2020?. If you land on&nbsp;Your investment sales summary, select&nbsp;Add more sales.&nbsp; On&nbsp;the OK, what type of investments did you sell? screen, select Stocks, Bonds, Mutual Funds, then Continue. When asked how you want to enter your 1099-B, select&nbsp;I'll type it myself. Answer the questions until you can select Enter sales section totals... Mon, 01 Mar 2021 12:57:10 GMT https://ttlc.intuit.com/community/entering-importing/help/how-do-i-enter-a-large-number-of-stock-transactions-in-turbotax-online/01/26748#M74 TurboTax Help 2021-03-01T12:57:10Z
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topic How do I enter a large number of stock transactions in TurboTax Online? in TurboTax Help
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<P>TurboTax Online is equipped to handle around 1,500 individual transactions (give or take) per brokerage account before the performance starts to deteriorate.</P> <P>If you need to enter a bunch of stock transactions with a total sales volume of less than $10,000,000 (ten million), you can enter a summary for each sales category.</P> <P>Another alternative is to&nbsp;<A href="https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129" target="_blank">switch to the TurboTax CD/Download software</A>&nbsp;which handles around 2,000 individual transactions per brokerage.</P> <H2>How to enter a summary in lieu of individual transactions</H2> <P>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.</P> <OL> <LI>Open or continue your return (if it's not already open) and search for&nbsp;<EM>stock sales</EM>.</LI> <LI>Select the <STRONG>Jump to</STRONG> link in the search results.</LI> <LI>Answer <STRONG>Yes</STRONG> to&nbsp;<EM>Did you sell stocks, mutual funds, bonds, or other investments in 2020?</EM>. <UL> <LI><SPAN style="font-size: 1rem;">If you land on&nbsp;</SPAN><EM style="font-size: 1rem;">Your investment sales summary</EM><SPAN style="font-size: 1rem;">, select</SPAN><SPAN style="font-size: 1rem;">&nbsp;</SPAN><STRONG style="font-size: 1rem;">Add more sales</STRONG><SPAN style="font-size: 1rem;">.&nbsp;</SPAN></LI> </UL></LI> <LI>On&nbsp;the <EM>OK, what type of investments did you sell?</EM> screen, select <STRONG>Stocks, Bonds, Mutual Funds</STRONG>, then <STRONG>Continue</STRONG>.</LI> <LI>When asked how you want to enter your 1099-B, select&nbsp;<STRONG>I'll type it myself</STRONG>.</LI> <LI>Answer the questions until you can select <STRONG>Enter sales section totals</STRONG>.</LI> <LI>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 <STRONG>Continue</STRONG>.</LI> </OL> <DIV class="ISH_suggestedInformation"> <H2>Related Information:</H2> <UL> <LI> <A href="https://ttlc.intuit.com/community/choosing-a-product/help/how-do-i-switch-from-turbotax-online-to-the-turbotax-software/00/26129" target="_blank">How do I switch from TurboTax Online to the TurboTax software?</A> </LI> <LI> <A href="https://ttlc.intuit.com/community/entering-importing/help/how-many-stock-transactions-can-turbotax-online-handle/00/25644" target="_blank">How many stock transactions can TurboTax Online handle?</A> </LI> <LI> <A href="https://ttlc.intuit.com/community/entering-importing/help/where-do-i-enter-a-1099-b/00/26612" target="_blank">Where do I enter a 1099-B?</A> </LI> <LI> <A href="https://ttlc.intuit.com/community/forms/help/where-is-form-8949/00/25799" target="_blank">Where is Form 8949?</A> </LI> <LI> <A href="https://ttlc.intuit.com/community/bugs-and-error-messages/help/error-we-notice-you-have-more-than-500-financial-transactions-to-import-in-turbotax-online/00/26096" target="_blank">TurboTax Online: We notice you have more than 1,500 financial transactions to import</A> </LI> </UL> </DIV>
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How do I enter a large number of stock transactions in TurboTax Online?
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TurboTax Online is equipped to handle around 1,500 individual transactions (give or take) per brokerage account before the performance starts to deteriorate. If you need to enter a bunch of stock transactions with a total sales volume of less than $10,000,000 (ten million), you can enter a summary for each sales category. Another alternative is to&nbsp;switch to the TurboTax CD/Download software&nbsp;which handles around 2,000 individual transactions per brokerage. How to enter a summary in lieu of individual transactions 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. Open or continue your return (if it's not already open) and search for&nbsp;stock sales. Select the Jump to link in the search results. Answer Yes to&nbsp;Did you sell stocks, mutual funds, bonds, or other investments in 2020?. If you land on&nbsp;Your investment sales summary, select&nbsp;Add more sales.&nbsp; On&nbsp;the OK, what type of investments did you sell? screen, select Stocks, Bonds, Mutual Funds, then Continue. When asked how you want to enter your 1099-B, select&nbsp;I'll type it myself. Answer the questions until you can select Enter sales section totals...
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