Are there any dollar amount limits associated with the TXF file?

Yes, the .TXF file is compatible with both the Windows and Mac operating systems subject to the guidelines and considerations noted on the TurboTax website…

Yes, the .TXF file is provided for all IBKR account types subject to the following:

1. The account in question has qualifying transactions required to be reported on the Worksheet for Form 8949, and;
2. Those transactions do not include IRS required codes which TurboTax does not support.  If they do, you will receive an error message when attempting to download the TXF file (i.e., “The worksheet which IB prepares to assist with completing Form 8949 is compiled in an IRS compliant format and may contain transactions having IRS gain/loss adjustment codes which TurboTax does not support. As proper transaction coding is essential to the filing of a true and complete Form 8949, TXF file export is not provided in those instances where the file contains a code which TurboTax does not allow to be imported. In those instances, a file download error message will appear and an alternative TurboTax supported method may be used. Please refer to…

Yes. In addition to the TurboTax .TXF format, IBKR 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. IB also supports the download of this worksheet in PDF format…

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.,…