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Crypto portfolio assistant

Track and manage your crypto investment performance.
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For Accountants

Enable your clients to stay compliant with virtual currency tax regulations.
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Crypto taxes

Accurately calculate your taxes and generate your tax reports.
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Differentiate your business with the gold standard in crypto tax compliance.
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Using CoinTracker to file with H&R Block Online

This guide will help you file taxes using CoinTracker and H&R Block Online in a few steps.

1) Connect wallets and exchanges to export your complete transaction history

  • CoinTracker will automatically calculate your capital gains based on your connected exchanges and wallets transaction history so it’s important to upload your complete transaction history by connecting all exchanges and wallets.

  • To add your exchanges and wallets, visit the Add Wallets page. When you select your exchange or wallet from the Wallet Type drop-down, the right side will display instructions on how to connect that particular exchange or wallet with CoinTracker. Depending on the exchange or wallet selected, transactions can be imported through an API or imported by a CSV file.

  • If your exchange or wallet isn’t appearing on the dropdown, this means CoinTracker doesn’t have a direct integration yet, but your transaction history can still be imported here. It is highly recommended to import all transactions, even from exchanges and wallets without direct integrations.

 

2) Check your transaction history:

  • Before syncing your capital gains data to H&R Block, it’s best to double-check that everything is as accurate as possible. CoinTracker will flag any transactions that need extra review with a reason why. You can see your transactions needing review for the tax year on the CoinTracker tax page.

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  • Transactions can be edited manually or tagged by following these steps. For further help with calculating your capital gains, this help doc is a useful resource for general troubleshooting tips.

  • Once all transactions needing review have been addressed, you can navigate back to H&R Block to complete the filing process.

 

3) Entering cryptocurrency taxes at H&R Block Online

  • Navigate to the cryptocurrency section of H&R Block Online. You’ll find it in the Income Hub after selecting 'Yes' for the following question: "Did you receive, sell, exchange, or dispose of any cryptocurrency?"
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  • Select 'Import Investments' to import your CoinTracker transactions.

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  • You’ll be presented with a screen to Log into CoinTracker and Import your transactions into H&R Block automatically. No manual entry is required.
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  • When you are finished importing your cryptocurrency transactions, review each one, verifying the accuracy and completeness of each entry.

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  • Once all your cryptocurrency transactions are entered, you’re all set, and H&R Block Online will help you get filed.

 

Taxable Income needs to be entered manually.

If you have Taxable income from staking/mining/interest/etc., that will need to be manually entered in H&R Block.

  • To find your total taxable income, refer to your Tax Center or box 8z from the Schedule 1 form in CoinTracker.

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  • The description ('Miscellaneous crypto income') and total value for taxable income in CoinTracker should be entered in the Income section in H&R Block as 'Income not reported anywhere else.'
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