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

[gunasekg]

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?

[baldietax]

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.

[gunasekg]

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

[gunasekg]

And this is a broken link.

[MarilynG1]

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