topic TT desktop 2024 unable to import large transaction data and there is no option to upload pdf as well in Get your taxes done using TurboTax

TT desktop 2024 unable to import large transaction data and there is no option to upload pdf as well

gunasekg — Mon, 17 Feb 2025 05:40:29 GMT

There is no option to upload. It is a bring transaction file, I believe its timing out. And there is no way to upload pdf for 1099?

Re: TT desktop 2024 unable to import large transaction data and there is no option to upload pdf as well

baldietax — Mon, 17 Feb 2025 15:04:50 GMT

why do you need to import a large transaction file tho? 1099s can all be manually input at summary level unless you have a lot of sales adjustments on 1099-B and want to file 8949 to avoid mailing in a statement.

Re: TT desktop 2024 unable to import large transaction data and there is no option to upload pdf as well

gunasekg — Mon, 17 Feb 2025 17:18:11 GMT

I just dont want to type in and make mistakes. Is there an upload option anywhere hidden?

Re: TT desktop 2024 unable to import large transaction data and there is no option to upload pdf as well

gunasekg — Mon, 17 Feb 2025 17:23:05 GMT

And this is a broken link.

Re: TT desktop 2024 unable to import large transaction data and there is no option to upload pdf ...

MarilynG1 — Mon, 17 Feb 2025 22:03:10 GMT

You can upload a PDF of stock transactions in TurboTax Online.

In TurboTax Desktop, here's How to Enter a Summary in Lieu of Individual Transactions.

However, if your import is timing out, there are several things you can try:

Update Windows
Make sure your account doesn't need to indicate 'third party access'
Close all anti-virus software (including modem) while importing

Here's more info on Unable to Import.

@gunasekg