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Returning Member
posted Feb 16, 2025 9:40:29 PM

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

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?

0 4 2041
4 Replies
Level 8
Feb 17, 2025 7:04:50 AM

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.

Returning Member
Feb 17, 2025 9:18:11 AM

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

Returning Member
Feb 17, 2025 9:23:05 AM

And this is a broken link.

Expert Alumni
Feb 17, 2025 2:03:10 PM

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