Transaction categories label cryptocurrency transactions for tax and reporting purposes. You can manually adjust the category of automatically synced transactions as needed. Continue reading to learn how transactions are defined and see the CSV tags for CoinTracker CSV formatting.
Category definitions and CSV tags
Staking transactions
| Transaction | Definition | CoinTracker CSV tag |
|
Staking reward |
You received rewards for staking assets. The Staking reward category can be applied to Receive transactions and the default tax treatment is taxable, however marking as non-taxable is a menu option. |
staking |
|
Stake |
You deposited assets into a liquid or illiquid staking contract and received a token in return. The Stake category can be applied to Trade or Mint transactions, if liquid staking, and Send transactions if illiquid. When applied to Trade or Mint transactions, the default tax treatment is taxable, however marking as non-taxable is available in menu options. When applied to Send transactions, default tax treatment is non-taxable. |
stake |
|
Unstake |
You redeemed your staked assets by returning a staking token and withdrew assets from a staking contract. Unstake category can be applied to Trade transactions, if liquid staking, and Receive transaction if illiquid staking. When applied to Trade transactions, the default tax treatment is taxable, however marking as non-taxable is available in menu options. When applied to Receive transactions, default tax treatment is non-taxable. |
unstake |
Margin transactions
| Transaction | Definition | CoinTracker CSV tag |
|
Margin |
You traded assets through a margin order (separate from a spot trading wallet). | margin |
|
Margin fee |
You paid a fee to cover interest or rollover fees on a margin loan. | margin fee |
|
Margin gain |
You had a gain associated with a margin trade. |
margin gain |
|
Margin loss |
You had a loss associated with a margin trade. |
margin loss |
|
Margin rebate |
You received a rebate to adjust margin fees (the opposite of a margin fee). |
margin rebate |
Liquidity pool transactions
| Transaction | Definition | CoinTracker CSV tag |
|
Add liquidity |
You added liquidity to a liquidity pool and received an LP token in return. | add_liquidity |
|
Remove liquidity |
You redeemed your liquidity by returning an LP token. | remove_liquidity |
Lending and borrowing transactions
| Transaction | Definition | CoinTracker CSV tag |
| Borrow | You borrowed assets from a lending contract, individual, or entity. | borrow |
| Loan repayment | You returned borrowed funds. | loan_repayment |
| Lending deposit | You deposited assets into a lending contract. | lending_deposit |
| Lending withdrawal | You withdrew assets deposited into a lending contract. | lending_withdrawal |
| Interest expense | You paid back the interest portion of a loan. | interest_expense |
| Interest |
You received income from lending your assets. |
interest |
Other transaction types
| Transaction | Definition | CoinTracker CSV tag |
| Bridge | You transferred assets to yourself on another chain. | bridge |
| Rebate | You received a reward back after making a purchase. Example: Cash back credit card reward. |
rebate |
| Wrap | You traded an asset for its wrapped or unwrapped version. | wrap |
| Mining reward |
You received a block reward as a validator or miner. |
mining |
| Airdrop |
A transaction that was received in an airdrop. |
airdrop |
| Fork | A transaction that was received as the result of a fork. | fork |
| Payment | A transaction that was received as a payment for a good or service. | payment |
| Other income | You received income or rewards through various activities not defined in other categories. Example: Coinbase Learn rewards. | other_income |
| Gift | A transaction that was sent or received as a gift | gift |
| Donation | You donated assets to a tax-exempt public charity. | donation |
| Royalty | You earned income earned via royalties. Example: You own a NFT collection on OpenSea and receive royalties every time someone buys/sells an NFT in your collection. |
royalty |
| Mint | You received a newly minted asset, whether it was minted by your wallet or another wallet. If you minted it, it must have a mint price of $0.00, otherwise it will be treated as a 'trade' instead of mint. | |
| Stolen | Assets were stolen from your wallet because you signed a malicious transaction or another individual gained access to your wallet and sent out the assets. | |
| Lost | You sent assets to the wrong address or lost access to your wallet and your assets cannot be recovered. | lost |
| Liquidated | Your position was liquidated causing an outflow from your wallet. | |
| Collect rewards | Inflows that are received when collecting rewards on a DeFi protocol. They are treated as taxable income. |
Tax impact of transaction category
| Category name | Taxable event or non-taxable event | Relevant transaction types |
Staking reward |
Taxable, Non-taxable* | Receive |
Mining reward |
Taxable | Receive |
Airdrop |
Taxable | Receive |
Fork |
Taxable | Receive |
Payment |
Taxable | Receive |
Interest |
Taxable | Receive |
Other Income |
Taxable | Receive |
Gift |
Non-taxable | Send |
Lost |
Non-taxable | Send |
Donation |
Non-taxable | Send |
Margin |
Taxable | Buy, Sell, Trade |
Margin fee |
Taxable | Send |
Margin gain |
Taxable | Receive |
Margin loss |
Taxable | Send |
Margin rebate |
Non-taxable | Receive |
Rebate |
Non-taxable | Receive |
Stake |
Liquid: Taxable, Non-taxable* Illiquid: Non-taxable |
Liquid: Trade, Mint Illiquid: Send |
Unstake |
Liquid: Taxable, Non-taxable* Illiquid: Non-taxable |
Liquid: Trade Illiquid: Receive |
Wrap |
Taxable, Non-taxable* | Trade |
Borrow |
Non-taxable | Receive |
Loan repayment |
Taxable | Send, Trade |
Interest expense |
Taxable | Send |
Add liquidity |
Taxable, Non-taxable* | Trade |
Remove liquidity |
Taxable, Non-taxable* | Trade |
Lending deposit |
Taxable, Non-taxable* | Trade, Send |
Lending withdrawal |
Taxable, Non-taxable* | Trade, Receive |
Bridge |
Non-taxable | Send, Receive |
*Non-taxable is a configuration setting. We are not recommending users set these transactions as non-taxable.
It is important to note that the tax implications of transactions can be complex and vary depending on various factors, such as your tax jurisdiction, the nature of the transaction, and the amount involved. CoinTracker calculates your tax liability based on the transaction types, category, and other factors.