The tax summary page provides a high-level view of your taxable crypto activity for a given tax year. It pulls in transactions from every wallet and exchange connected to your account, calculates your capital gain or loss, and tallies your taxable income. The values shown will match what appears on your downloaded tax report.
Taxable capital gains
This table breaks your capital gains down by gain type and splits each one into short-term and long-term based on how long you held the asset.
- Crypto-to-crypto gains — gains from trading one crypto asset for another.
- Other capital gains — capital gains from cryptocurrency sales and sends.
- 1099-DA adjustments — adjustments tied to Form 1099-DA reporting.
- Total capital gains — the sum of every gain type. The short-term and long-term totals match the corresponding figures on your tax report.
Taxable income
This section breaks down your income that's taxable but didn't come from selling or trading crypto:
- Airdrops — tokens you received that are tagged as Airdrop.
- Staking — tokens you received that are categorized as Staking Reward, including rewards from Proof-of-Stake networks.
- Other — miscellaneous taxable income that doesn't fit into Airdrops or Staking, such as mining rewards, interest from lending or yield protocols, and referral bonuses.
Other transactions
Gifts, Interest expense, Donations, Stolen, Services, and Gambling Expense transactions are reported separately from capital gains and other income. They're informational only — they don't roll into the totals above.
If needed, you may need to manually tag the applicable transactions on the Transactions page for them to appear in this table.
Annual tax summary
This table breaks down your capital gain or loss by exchange or wallet, along with the number of transactions associated with each one. The total at the bottom matches the capital gains figure on your tax report.
If a row looks unfamiliar or a number looks off, the most common causes are:
- A transaction that's miscategorized or missing.
- A wallet or exchange that's out of sync.
- Tax settings that don't match what you intended.
Transaction summary
This section counts every transaction that contributed to the year's calculations and groups them into four categories. The total is shown alongside the per-category counts.
- Sent — every Send that moved crypto out of your connected wallets or exchanges.
- Received — every Receive that brought crypto in, including buys, deposits from exchanges, and rewards.
- Transferred — movements between your own wallets that CoinTracker recognized as Transfers.
- Other — includes trades, swaps, and other transaction types not categorized as sends, receives, or transfers.
If a number looks wrong
If your gains, losses, or transaction counts don't look right, check three things in order:
- Confirm each transaction's category is correct on your Transactions page. Tagging directly affects how a transaction is counted here.
- Make sure every wallet and exchange across your entire transaction history is connected to or imported into CoinTracker. If you can't fully sync an exchange because your access is restricted or the platform has been deprecated, import a CSV of your history instead.
- Resolve any transactions flagged for review.
If you run into any issues, please don't hesitate to reach out to our support team for help.