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New Member
posted Jan 12, 2022 11:35:39 AM

I'm Premier user, had problem with download 2020 investments. I had > the limit of trans per firm The site says "download 1000s of trans". Was the limit increased?

With a Turbo tax manager we realized I had too many transactions from one firm to load in one download so I had to break it into chunks and do multiple loads deleting groups of transactions for each load. Does anyone know the transaction download limit?

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1 Replies
Intuit Alumni
Jan 13, 2022 9:38:40 AM

TurboTax Online can handle up to 1,500 transactions per brokerage account. However, the TurboTax CD/Download software can handle up to 2,000 transactions per brokerage. For more information, please see How many stock transactions can TurboTax Online handle?

 

If you find that the TurboTax CD/Download software would better fit your needs, you can switch by following the steps in this TurboTax help article: How do I switch from TurboTax Online to TurboTax CD/Download?