It seems that my suggestion below is similar to one post above, which did not work for you. Sorry about that - for some reason I saw only your question and not the entire thread with replies. Anyway, here is a potential solution for importing Crypto transactions using Gain/Loss reporting with a CSV file structured with just a few columns.
If you need only to report your Gain/Lost transactions, this will get your transactions into TurboTax with the bare essentials for Capital Gains reporting (similar to Stock transactions).
I suggest using a sample test file with 1 transaction. If it works, you can structure an import file with all of your transactions the same way, or, if you prefer, divide your transactions by Wallet.
To prepare the Import File, Create a CSV (spreadsheet) with these columns in Row 1
Date Sold
Purchase Date
Currency Name
Cost Basis
Proceeds
Example:
| Date Sold | Purchase Date | Currency Name | Cost Basis | Proceeds |
| 10/1/23 15:21 | 10/1/22 15:21 | BTC | 4000 | 4498.5 |
Be sure to name the columns exactly as shown above, and be sure to structure the Date fields exactly as they are shown above . There is a single space between the words in the first 4 columns. This is very important.
Once you have the file structure, I suggest creating a dummy transaction file with one of your "Trades", Saving the file as a CSV and performing a test import.
Steps for the Import
1. Go to Wages and Income
2. Click Investments and Savings
3. Click Add Investments
4. Select Cryptocurrency and Click Continue
5. Select Upload it from my Computer (Use a CSV file) and Click Continue
When you see "What's the name of the crypto service you used?"
1. Select Other as the Crypto "service"
2. Give the Import a name (for the test, something like Test 5 col Gain Loss format)
3. Select the first option for CSV type (Gain/Loss Report or CSV) . This specifies the csv file structure, and is important.
4. Click Continue and you will see"Go ahead and upload your crypto CSV file"
5. Use the Browse or Drag and Drop to import the CSV file with your transactions.
If your test file matches the example I provided above, the results should show the Capital Gain as $499.
One final note - this is not a solution for importing everything that occurs in a Crypto account, and should only be used for simple Gain/Loss reporting of "trades".
