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Charts",{"request_context":23,"type":24,"id":1192,"faq_id":1192,"timestamp":691,"cir_id":26},{"request_context":23,"type":24,"id":1094,"faq_id":1094,"timestamp":992,"cir_id":26},{"request_context":23,"type":24,"id":985,"faq_id":985,"timestamp":1072,"cir_id":26},{"request_context":23,"type":295,"id":628,"faq_id":628,"timestamp":309,"cir_id":26},"https:\u002F\u002Fwww.interactivebrokers.com\u002Fibot",{"@type":1200,"server_version":1201,"session_id":1202,"id":1203,"question":1204,"answer":1205,"navigation":1206,"short_description":1215,"similars":1216,"feedback_context":1249},"FAQ_BROWSER_CONTENT","Jibotsrv3;837591260","a9f40ead-f413-446b-b119-ab21e8dfddb8","1146103709","Worksheet for Form 8949 - TurboTax FAQs","\u003Cp>\u003Cstrong>Which IBKR tax reports may be imported into TurboTax?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The only tax report for which IB supports import to TurboTax is the Worksheet for Form 8949. This IRS form is used by U.S. persons to report the sales of securities. It also serves to reconcile balances reported on Form 1099-B and provides summary computations for Schedule D.\u003C\u002Fp>\u003Cp>\u003Cstrong>How does file import work?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>File import begins by logging into Account Management, selecting and downloading the file to your desktop and then importing from within TurboTax application. Detailed steps for completing this process may be found in the \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F29088897\">FAQ\u003C\u002Fa>s.\u003C\u002Fp>\u003Cp>\u003Cstrong>Do all versions of TurboTax support this file import feature?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>No. While IB produces a file in a TurboTax Tax Exchange Format (.TXF), not all TurboTax applications accommodate this file import feature. As a general guideline, the CD\u002Fdownload versions support this feature and the online versions do not. Note, however, that this is only a guideline and the actual functionality may vary depending the specific CD\u002Fdownload software package your are using (e.g., Basic, Deluxe, Premier, Home & Business, Business) and whether you are using a mobile or tablet version. Please refer to \u003Ca href=\"http:\u002F\u002Fwww.turbotax.intuit.com\">www.turbotax.intuit.com\u003C\u002Fa> for additional details.\u003C\u002Fp>\u003Cp>\u003Cstrong>Is the .TXF file compatible with both the Windows and Mac operating systems?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Yes, subject to the guidelines and considerations noted above.\u003C\u002Fp>\u003Cp>\u003Cstrong>Is the .TXF file provided for all IB account types?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Yes, subject to the following:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>The account is question has qualifying transactions required to be reported on the Worksheet for Form 8949; and\u003C\u002Fli>\u003Cli>Those transactions do not include IRS required codes which TurboTax does not support. If this is the case you will receive an error message when attempting to download the TXF file (i.e., “Your import file contains IRS required information, the import of which is not supported by TurboTax”). Here, TurboTax offers an alternative method which allows one to enter summary numbers from the worksheets into the electronic version of Form 8949, file electronically and mail in a schedules of trades thereafter. Detailed instructions for this method may be found within the \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Flib\u002Fcstools\u002Ffaq\u002F#\u002Fcontent\u002F29088897\">FAQs\u003C\u002Fa>.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>\u003Cstrong>Does IB support the export of the Worksheet for Form 8949 in any other format?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Yes. In addition to the TurboTax .TXF format, IB supports the download of this worksheet in a Comma-Separated Values, or .CSV file format. Files in this format can be opened in applications such as Microsoft Excel, Open Office Calc or Google Docs. The .CSV file format is not supported for purposes of import to TurboTax.\u003C\u002Fp>\u003Cp>\u003Cstrong>Is there a transaction limit for TXF import?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>While there is no transaction limit enforced by IB, TurboTax restricts the import to files containing no more than between 2,000 to 2,500 transactions for system performance purposes. Note that the precise limit depends upon the volume of data in each transaction, which explains why TurboTax cannot provide an exact number. In the event the import of a file containing transactions above the threshold is attempted, an error message will appear (e.g., “The selected file contains no importable tax information. Please select a different file”). IB is not aware of any workaround for this restriction and suggest that you contact TurboTax Support for assistance.\u003C\u002Fp>\u003Cp>\u003Cstrong>Are there any dollar amount limits associated with the TXF file?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Yes. Again, while IB imposes no limits, TurboTax has a 9-digit limit in data entry fields; when exceeding that limit, you will receive a message similar to “The value is too large for this field”.\u003C\u002Fp>",[1207,1213],{"id":541,"title":542,"feedback_context":1208},{"request_context":1209,"type":1210,"id":541,"faq_id":541,"timestamp":1211,"cir_id":1212},"faq-browser-public,faq-browser-1:Jibotsrv3-8fe68491-24f8-4687-96c4-787ce3d1c4da","FAQ_NAVIGATION",1794517467198,"13f849fb-f9dd-42a5-8d51-e48412aa8bbf",{"id":615,"title":616,"feedback_context":1214},{"request_context":1209,"type":1210,"id":615,"faq_id":615,"timestamp":1211,"cir_id":1212},"\u003Cp>\u003Cstrong>Which IBKR tax reports may be imported into TurboTax?\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>The only tax report for which IB supports import to TurboTax is the Worksheet for Form 8949. This IRS form is used by U.S. persons to report the sales of securities. It also serves to reconcile balances reported on Form 1099-B and provides summary computations for Schedule D…\u003C\u002Fp>",[1217,1229,1235,1242],{"id":1218,"title":1219,"feedback_context":1220,"short_description":1223,"source":1224},"27279168","I am a Canadian Person or Entity. When will my tax forms be ready?",{"request_context":1209,"type":1221,"id":1218,"faq_id":1218,"timestamp":1222,"cir_id":1212},"FAQ_SIMILAR",1794517467221,"\u003Cp>Please visit the Tax Information and Reporting page of the IBKR website, specifically the \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Findex.php?f=tax&p=explain\">Reports and Dates\u003C\u002Fa> section, to find which forms and worksheets will be available to you and the dates they will be posted to your account…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1227,"sourceType":1228},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=27279168","FAQ",{"id":1230,"title":1231,"feedback_context":1232,"short_description":1223,"source":1233},"27279166","I am a US Person or Entity. When will my tax forms be ready?",{"request_context":1209,"type":1221,"id":1230,"faq_id":1230,"timestamp":1222,"cir_id":1212},{"id":1225,"title":1226,"link":1234,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=27279166",{"id":1236,"title":1237,"feedback_context":1238,"short_description":1239,"source":1240},"35792647","What are the other IB Tax Reports besides the Consolidated 1099s?",{"request_context":1209,"type":1221,"id":1236,"faq_id":1236,"timestamp":1222,"cir_id":1212},"\u003Cp>Click on the form for further details:\u003C\u002Fp>\u003Cp>US Forms:…\u003C\u002Fp>",{"id":1225,"title":1226,"link":1241,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=35792647",{"id":1243,"title":1244,"feedback_context":1245,"short_description":1246,"source":1247},"42697995","My worksheet for Form 8949 has \"various\" in the Date Acquired column. How do I get the dates?",{"request_context":1209,"type":1221,"id":1243,"faq_id":1243,"timestamp":1222,"cir_id":1212},"\u003Cp>To get the actual dates that your worksheet for Form 8949 has listed as \"various\" in the Date Acquired column, you will need to review your Activity Statement. To get a statement:\u003C\u002Fp>\u003Col start=\"1\">\u003Cli>Log in to \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal.\u003C\u002Fa>\u003C\u002Fstrong>…\u003C\u002Fli>\u003C\u002Fol>",{"id":1225,"title":1226,"link":1248,"sourceType":1228},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=42697995",{"request_context":1209,"type":1250,"id":1203,"faq_id":1203,"timestamp":1211,"cir_id":1212},"FAQ_CONTENT"]