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If I generated crypto documents with cointracker, can I upload them here?

I used cointracker to generate a Schedule D 1040 and 8949. I want to upload those here since I have them but i don't know how.
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JamesG1
Expert Alumni

If I generated crypto documents with cointracker, can I upload them here?

You may elect to report summary information.  Your brokerage statements should include a summary of your transactions, grouped by sales category, for example, Box A short-term covered or Box D long-term covered. You will enter the summary info instead of each individual transaction.

 

  1. Open or continue your return.
  2. Select Federal down the left side of the screen.
  3. Select Wages & Income down the left side of the screen.
  4. Select Show more to the right of Investments and Savings.
  5. Select Start / Revisit to the right of Stocks, Cryptocurrency, Mutual Funds, Bonds, Other (1099-B).
  6. Answer Yes to Did you sell stocks, mutual funds, bonds, or other investments in 2021?
    • If you land on Your investments and savings, select Add investments.
  7. At the screen Get ready to be impressed, select Continue.
  8. On the Let's import your tax info screen, select Enter a different way.
  9. On the OK, let's start with one investment type screen, select Stocks, Bonds, Mutual Funds, then Continue.
  10. At the screen Which bank or brokerage, enter the information.
  11. Do these sales include any employee stock, enter No.
  12. Do you have more than three sales, enter Yes.
  13. Do these sales include any other types of investments, enter No.
  14. Did you buy every investment listed, enter Yes.  Continue.
  15. On the screen Now, choose how to enter your sales, select Sales section totals.  Select Continue.
  16. Continue.
  17. You will now be able to enter the total proceeds (sales) and cost basis, along with the sales category. Refer to your IRS form 8949 and Schedule D 1040 for the amounts and category. When finished, select Continue
  18. You can add additional sales totals by selecting the Add another sales total on the Review your sales section totals screen.
  19. When completed, close the record and Continue to the screen Now, we'll help you upload your 1099-B since the IRS requires a copy.
  20. Browse and select your document.
  21. When you upload your document, your filing instructions will not show that anything needs to be mailed in, and no IRS form 8453 will be generated.

 

 

@joeysandres 

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