Just in case the steps below may be of use for Voyager liquidation reporting:
Regarding the remaining portion not yet liquidated and what to do with it on the 2023 tax return-my opinion is that until it is deemed worthless, it is not reported. So, I only dealt with the part that was liquidated in 2023.
- From investvoyager.com/claim, from VIEW MY CLAIM, scrolling to the bottom, clicking the purple button "Visit CoinLedger" opens CoinLedger
- Note: I had to purchase CoinLedger to see the tax forms
- From the now open CoinLedger, on the right side, at the top, there is a a blue button "Connect API"
- A "Link Your Voyager Account" then appears for specific details to be entered to connect
- Use this help article for upload tips specifically for TurboTax (online and desktop):
- There is a subsequent screen asking if the stock is worthless--in my case, I decided to report my forced liquidation as not worthless since a value was assigned to it in liquidation. In my case, I decided to wait on anything else not yet liquidated because it is not yet completely worthless.
- The Fed ID of Voyager Digital (three entities per their liquidation procedures link dated in May, 2023, do not appear to be essential to enter for Form 8949/Schedule D in 2023.
- Regarding small errors, while I'm getting "Needs Review" on the step by step side, the returns are passing review and on the forms side for the TurboTax download, there are no errors. In my specific case, I was still able to submit via e-file (meaning still in process, but so far, so good.)
