CoinTracker calculates and generates a variety of reports based on the data you input. You must have a paid CoinTracker plan to access tax reports. Read on for an overview of tax reports.
Keep in mind:
- Some tax reports are country-specific. Learn more about CoinTracker tax support in your country.
- Learn more about how to download tax reports.
Locate tax reports
- You can find all the yearly tax reports that CoinTracker generates in the Taxes page.
- If you see a lock symbol next to a tax report, it means that you need to purchase or upgrade your CoinTracker plan.
IRS Forms
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.
Under IRS Forms on the Taxes page, you’ll find the following forms:
| 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 (Condensed) | Sales of capital assets: An aggregate sum of capital gains for each asset. |
| 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. |
Reports for tax filing software
Under Tax filing software on the Taxes page, you’ll find reports specific to third-party software. Select Get started to use the direct integrations for the filing software provider.
H&R Block
Learn more about our integration with H&R Block:
TurboTax
TurboTax Online Sync
Learn more about our integration with TurboTax:
TurboTax Online File
If you have more than 4000 transactions for the tax year, you will not be able to use the TurboTax Online Sync. Instead, you can download the Turbotax Online File which groups sales by asset, rather than individual transactions. This can then be uploaded to TurboTax.
TurboTax Download/CD File
A .txf file of capital gains is available for the CD version of TurboTax. TXF files are provided as a courtesy and are not supported. CoinTracker works best with TurboTax Online, and we recommend the online version for a more streamlined experience.
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 toimport CoinTracker tax reports into CCH or CCH ProSystem fx.
CSV Reports
In CSV reports, you’ll find transaction reports. These reports are not tax-specific but include the transactions that were used to calculate the tax-specific reports. Discover more details below:
| CSV reports | Description |
| Transaction history CSV | All transactions for the tax year. |
| Capital gains CSV | Any transaction resulting in a gain or loss for the tax year. |