As I've noticed from several other posts, this is an on-going issue to get CSV files (even those that are supposed to be supported like Webull Crypto) to upload.
Two tax experts @JamesG1 @AmyC
suggested files with only these 5 columns in this order:
- Purchase date
- Date sold
- Proceeds
- Cost basis
- Currency name
It did not work.
What I have tried: I downloaded the CSV file from Webull Crypto and tried to upload it without any edits.
I got the error "The file column names in your CSV file are not correct."
I made sure the only 5 columns it had were in the order that was suggested. I resaved the file. Tried to upload again.
Same error.
I started a new excel file and pasted the values into it incase there was something wrong with the file and tried to upload it again.
Same error.
I tried to format the proceeds and cost basis columns to make sure they were numbers and tried to upload.
Same error.
I think there may be an IT issue keeping this from working?
When it gives the error, it also says to "please follow the instructions on the on the right-hand side to download the proper file." And there is a link to this (article here) which says to use the "Turbotax Universal Template" but when I only have the data Webull Crypto gave (those 5 columns from before) how do I do that?
I also don't understand all the column headers:
Date, Type, Sent Asset, Send Amount, Recieved Asset, Recieved Amount, Fee Asset, Fee Amount, Market Value Currency, Market Value, Description, Transaction Hash, Transaction ID.
I get the date. Type is Transaction Type like buy/sell/etc but I am not confident on the rest. A good example / screenshot of one or an explanation of each of the columns with an example data would be nice if we really have to use this.
~ Amy ~
