1040-US ELF: Schedule D transaction limits for electronically filed returns (FAQ)

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Is there a limit to the number of Schedule D transactions for electronically filed returns?


The limit of Schedule D transactions for electronic filing is 5,000 short-term transactions and 5,000 long-term transactions. Large indirect state returns may be rejected due to the limit of allowed state records (25). For such returns, the federal return can be electronically filed if you suppress electronic filing for the attached indirect states and file the state returns on paper. Alternatively, an acceptable substitute to Form 8949, Sales and Other Dispositions of Capital Assets may be attached to Form 8453 in lieu of reporting each transaction separately in the statement dialog for the Schedule for detail field in Screen B&D in the Income folder. To do so, see Attaching a Form 8949 substitute to Form 8453, or attach the substitute form as a PDF file attachment.

If a return has been rejected due to the IRS limitation, consider the following alternative.

Related topic: 1040-US ELF: Electronic filing FAQs

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