Step 1: Purchase a CoinTracker plan
You must have a paid CoinTracker plan to import your tax information into TurboTax.
Step 2: Add your complete transaction history
Ensure your entire crypto transaction history is represented in CoinTracker by connecting all your exchanges and wallets—it's crucial for the accuracy of your tax report.
Step 3: Verify your CoinTracker account is accurate
Review our guide for steps to ensure your account is accurate before downloading your tax reports.
Step 4: Directly import your transactions into H&R Block
H&R Block Online
For customers with less than 1000 transactions
Visit the H&R Block support page for steps on importing your transactions.
For customers with more than 1000 transactions
When you start your return in H&R Block:
- Select the Income tab > click Add Cryptocurrency.
- Select Report Totals.
- Choose whether your crypto sales are short-term, long-term, or both.
- Refer to the Taxable capital gains section in your CoinTracker account to determine the correct option.
- Enter your short-term and long-term crypto sales when prompted.
- This information is available in your Form 8949 or Form 8949 (Condensed).
- Choose the option to upload your Form 8949 when e-filing.
Once you complete the remaining e-filing steps, you can upload your Form 8949 at the end.
H&R Block Desktop
Follow H&R Block’s prompts to import your transaction history. Learn more
Tip: After importing your cryptocurrency transactions, check each one to make sure they're correct and complete.
Step 5: Enter taxable income manually
To report taxable income from staking, mining, or interest in H&R Block, refer to the CoinTracker Tax page or Box 8z from the Schedule 1 form, then report it as the additional/other income section using Miscellaneous crypto income as the description, and input the total taxable income as listed in your account.