topic Re: problem with cap gains import in Get your taxes done using TurboTax

problem with cap gains import

rob3333 — Tue, 10 Feb 2026 10:19:48 GMT

I imported a TXF file which shows 566 entries according to the import screen on Turbotax. However, only the first 100 were processed into the Cap Asset Sales form and Schedule D. How do I get all entries to import into the forms? I had no problem with this in 2022.

Re: problem with cap gains import

Anonymous_ — Wed, 03 Jan 2024 14:59:05 GMT

You might want to contact Support or try again after the program is updated.

How do I contact TurboTax? (intuit.com)

Re: problem with cap gains import

rob3333 — Fri, 05 Jan 2024 19:59:10 GMT

Contacted support, no help. Just told to try again, which I did. Same result, only transferred the first 100 capital gains transactions into Schedule D out of more than 500 that were imported.

Re: problem with cap gains import

Critter-3 — Fri, 05 Jan 2024 21:35:13 GMT

That section of the program will not be fully functional until 1/17 at the earliest ... return after that date and try again.

Re: problem with cap gains import

fanfare — Sat, 06 Jan 2024 03:51:55 GMT

From IRS:

Detail Reporting Exception: if you summarize Category A or Category D, Form 8949 is not needed for transactions without adjustments. No mailing is necessary. No attachment is necessary.

A couple of years ago, TurboTax changed the processing of Form 8949 in an undocumented way.

TurboTax takes advantage of this rule and suppresses some line item details.

Based on prior forum complaints about this. it's not clear exactly what rule it is using, and there is no way to force TurboTax to list all transaction details on Form 8949, as allowed by IRS.

Check your subtotals for Box Categories on Schedule D, If the amounts agree with your broker's consolidated 1099-B your return is correct and you can e-File it.

@rob3333

Re: problem with cap gains import

rob3333 — Sat, 06 Jan 2024 04:12:53 GMT

Thanks for your reply about my problem. Only the first 100 transactions got put into my Schedule D so I don't think it involves the 8949 issue. I'll wait a couple weeks and try again.