AmyC
Expert Alumni

Get your taxes done using TurboTax

If you can't get your .csv to import from the broker, download it to your computer. Now you have options.

Option 1 You can make your own file. Manually change your columns to 5 columns in this order:

  1. Purchase date
  2. Date sold
  3. Proceeds
  4. Cost basis
  5. Currency name

Then you can upload the document and select 1099-B as the type. To upload:

 

My Docs is available in all paid TurboTax Online products or by adding PLUS to Free Edition.

  1. Sign in to your TurboTax account. If you're already signed in, select Tax Home on the left menu
  2. Scroll down to Your tax returns & documents. Select Show and select your desired tax year
  3. Select My Docs
  4. Select Upload and select the document you want to upload
  5. Answer the questions and select Done or Upload another tax form

 

Option 2  You may be able to convert your .csv file to a .txf file and upload it into TurboTax Desktop version.

 

Follow these steps outlined by @JoeFM here

  • Create a .csv file with all transactions using the format shown at Easytxf.
  • Used Easytxf to convert the .csv file into .txf file.
  • Import .txf file into Turbotax Desktop:  File / Import / From Accounting Software / Other Financial Software (TXF) file /  Continue / Choose a File to Import / Import now.
  • A 1099-B with all Crypto transactions is now created.   This entry can now be edited to include the account details.  Each transaction can be edited as well.
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