Schedule D transaction limits for e-filing (1040)

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Schedule D cannot be e-filed with more than 5,000 short-term and/or 5,0000 long-term transactions. Also, large indirect state returns may be rejected due to the limit of allowed state records (25).

If the return is over the limit, either:

  • File the return on paper.
  • Or, attach a substitute statement instead of listing the transactions on Schedule D / Form 8949.

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