topic Turbotax is not reading Koinly's Form 8949 & Sched D and their Turbotax CSV has different headers. How do I get my crypto activity recorded on Koinly into Turbotax? in Get your taxes done using TurboTax

Turbotax is not reading Koinly's Form 8949 & Sched D and their Turbotax CSV has different headers. How do I get my crypto activity recorded on Koinly into Turbotax?

cangabr — Mon, 23 Feb 2026 10:38:03 GMT

Re: Turbotax is not reading Koinly's Form 8949 & Sched D and their Turbotax CSV has different hea...

JamesG1 — Fri, 20 Jan 2023 17:51:03 GMT

Are you able to download a .csv file from Koinly? I have been able to upload a .csv file to TurboTax Premier Online.

Go to Federal / Wages & Income / Your income / Investments and Savings.
Click Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other.
Click Add investments.
At the screen Get ready to be impressed, click Continue.
At the screen Let’s import your tax info, click Enter a different way.
At the screen OK, let’s start with one investment type, select Cryptocurrency. Click Continue.
At the screen Select your crypto experience, select Upload. Click Continue.
At the screen What’s the name of the crypto service, select Other and enter the name of the service.
Click Continue.
At the screen Go ahead and upload your crypto CSV file, upload the file.

The .csv should follow this format.

All the columns from the .csv file were deleted except for the five columns listed below.
All other lines other than the headings and the five columns of data were deleted.

Purchase Date
Date Sold
Proceeds
Cost Basis
Currency Name

This is the .csv file format.

A B C D E

purchase date date sold proceeds cost basis currency name

11/24/2021 2/1/2022 1,779.96 1,916.52 ABFOA

12/7/2021 4/1/2022 1,111.46 1,225.45 ABFOA

11/24/2021 3/1/2022 1,638.54 1,638.54 ABFOA

Re: Turbotax is not reading Koinly's Form 8949 & Sched D and their Turbotax CSV has different hea...

syklor — Sun, 16 Apr 2023 23:36:44 GMT

I'm getting this error message after deleting the header that I dont need and only leaving:

Purchase Date, Date sold, Proceeds, cost basis, and Currency Name.

Error is:

You uploaded a CSV file containing Gain/Loss information. Please go back and choose the respective Gain/Loss provider to upload this file.

Not sure what to do next?

Re: Turbotax is not reading Koinly's Form 8949 & Sched D and their Turbotax CSV has different hea...

RobertB4444 — Mon, 17 Apr 2023 17:22:50 GMT

Leave the header that you deleted and try again.

@syklor

Re: Turbotax is not reading Koinly's Form 8949 & Sched D and their Turbotax CSV has different hea...

jcon122 — Mon, 17 Apr 2023 22:10:01 GMT

Im having the same issue- with headers or without headers the csv is not loading and showing the same error

Re: Turbotax is not reading Koinly's Form 8949 & Sched D and their Turbotax CSV has different hea...

jcon122 — Mon, 17 Apr 2023 22:22:50 GMT

Figured it out- for anyone with the same issue, make sure to enter the documents NOT via the "Crypto CSV" choice, rather to go to the "Ill enter it myself" workflow