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Access tax forms and software

CoinTracker calculates and generates a variety of tax forms and reports based on the data you input. Country-specific tax forms are available in select regions. Customers in other locations can use CSV reports to support their filing. If you see a lock symbol next to a form, you’ll need to purchase or upgrade your plan to access it. 

Get tax forms

For Canadian customers

CoinTracker provides a completed CRA Schedule 3 form to help report capital gains and losses.

For US customers

We provide several IRS-specific tax forms for customers residing in the US. See our comprehensive list of what tax forms you may need to file in the US. 

2026 CSV tax reports will be available in late January 2027. To have access to a full tax report of the new tax year, you may need to renew your CoinTracker plan early. 

Why tax forms matter

Some tax forms are informational while others are required for reporting. Filing all required tax forms and reports is important because it keeps you legally compliant and helps you avoid penalties, interest, and IRS audits. It also allows you to claim refunds and tax credits to potentially save more money.

IRS forms Description
Form 8949 Sales of capital assets: Form 8949 is used to report your cryptocurrency capital gains and losses. The IRS uses information reported on this form to calculate your capital gains taxes.
Form 8949 Attachment Pages The first page is a summary of your short-term and long-term totals. The remaining pages are the detailed statements of your transactions.
Form 1040 (Schedule D) Capital gains: Schedule D summarizes what you reported on Form 8949. 
Form 1040 (Schedule 1) Other income (Additional Income and Adjustments to Income):  Used to report ordinary income coming from forks and airdrops and cryptocurrency received as wages.
Form 1099-DA Form 1099-DA is a new IRS tax form for reporting digital asset proceeds. Starting in January 2026, U.S. exchanges and brokerages are required to send 1099-DAs to customers who had taxable crypto transactions in 2025.
Tax forms Description
Unified capital gain/loss & income report Generic tax report that includes all transactions for the year in a standardized format.

Download tax reports

  1. Navigate to the Taxes page.
  2. Select the Download forms or Preview tax forms button. 
  3. In the Tax Report Center, you can generate IRS and tax forms, sync tax filing software, and download CSV reports. You can also select Download all to download forms in bulk. 
    • Generate reports: Creates your report, downloads it to your device, and emails you a copy.
    • Download reports: Downloads your report to your device.

Note: Large transaction volumes may take extra time to process.

Connect to tax filing software - US customers

Similar to the steps listed above, you can find tax filing software in the Tax Reports Center. 

  1. Navigate to the Taxes page.
  2. Select the Download forms or Preview tax forms button. 
  3. Then select Tax filing software. 
  4. Choose your preferred tax filing software.

H&R Block

Learn more about our H&R Block integration:

TurboTax

Learn more about our TurboTax integration:

TaxCaddy

Learn more about using TaxCaddy with CoinTracker and the necessary forms.

TaxCaddy forms Description
TaxCaddy 8949 Form 8949 capital assets information formatted for import to TaxCaddy.
TaxCaddy Schedule 1 Schedule 1 summary formatted for import to TaxCaddy.

TaxAct File

The TaxAct File Capital gains report is formatted to be imported to TaxAct.

Wolters Kluwer CCH File

Wolters Kluwer CCH File is for tax professionals. Read more about how to import CoinTracker tax reports into CCH or CCH ProSystem fx.

If you run into any issues, please don't hesitate to reach out to our support team for help.

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