2/14/2023 0 Comments Too large for the volumes format![]() Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, "Box A short-term covered" or "Box D long-term covered." You'll enter the summary info instead of each individual transaction. How to enter a summary in lieu of individual transactions If you need to enter a bunch of stock transactions with a total sales volume of less than $10,000,000 (ten million), you can enter a summary for each sales category.Īnother alternative is to switch to the TurboTax CD/Download software which handles around 2,000 individual transactions per brokerage. ![]() TurboTax Online is equipped to handle around 1,500 individual transactions (give or take) per brokerage account before the performance starts to deteriorate. ![]()
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