Row 1 must be a, b, c, d, e (this is ridiculous you have to enter this into your file)
Row 2 must be the five column headers. Case does not matter and order didn't seem to matter
Row 3 starts your data
- Date format needs to be d/m/yyyy; standard date in Windows. Note, no hours, min, seconds, etc.
- Any Total row at the bottom or non-standard row must be removed
- The file has to be saved as a .CSV
- The Excel file used to create the .CSV must be closed before the upload can be successful. Not sure how I stumbled upon this issue, but it was after like 27 - 37 failed attempts
- Currency field is really the Description field (if typing in manually) so I think should be a concatenation of the crypto currency type (BTC) and the amount of currency purchased)
I hope this helps.
One would think that Turbo Tax could
- provide solid rules for the .csv file
- provide some decent error messages
- could provide a good template. Oh they did have a template, but it didn't work and is WAAY OFF.
#embarassing #veryfrustrating
