I was be able to upload a .csv file by following these steps:
- 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. Enter the name of the service if prompted.
- 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
.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
@Aventine
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