Get your taxes done using TurboTax
Are you referring to the Review issue? I receive this Review message and inspect each entry by clicking on the pencil icon to the right.
Are you addressing each issue including the question “how did you receive this investment?”
Or are you referring to the cryptocurrency upload?
In TurboTax Premier Online, you may be able to upload a .csv file by following these steps:
- Go to Federal / Wages & Income / Your income / Investments and Savings.
- Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
- Click Add investments.
- At the screen Get ready to be impressed, click Continue.
- At the screen Let’s import your tax info, click Enter a different way.
- At the screen OK, let’s start with one investment type, select Cryptocurrency. Click Continue.
- At the screen Select your crypto experience, select Upload. Click Continue.
- At the screen What’s the name of the crypto service, select Other and enter the name of the service.
- Click Continue.
- At the screen Go ahead and upload your crypto CSV file, upload the file.
The .csv should follow this format.
- All the columns from the .csv file were deleted except for the five columns listed below.
- All other lines other than the headings and the five columns of data were deleted.
- Purchase Date
- Date Sold
- Proceeds
- Cost Basis
- Currency Name
.csv file format.
A B C D E
purchase date date sold proceeds cost basis currency name
11/24/2021 2/1/2022 1,779.96 1,916.52 ABFOA
12/7/2021 4/1/2022 1,111.46 1,225.45 ABFOA
11/24/2021 3/1/2022 1,638.54 1,638.54 ABFOA
