Crypto data import using Home & Business DVD version.

[syedHarisali]

Is there way to import crypto transaction from TXF or CSV file to TurboTax Home and Business DVD version.

My CPA and completed tax return only importing crypto transaction is pending.

I see a workaround on this forum to use premium online version first, upload crypto file and then use exported TXF file in DVD version,  but in this case, tax is already complete and doing such thing will need to prepare tax from start.

[VolvoGirl]

Your CPA used Turbo Tax Desktop program?  Turbo Tax is not licensed for preparers or CPA or accountants.  Or did the CPA do the return and you are copying it into your program?  The CPA needs to figure out how to import or enter it into his ptogram.

[syedHarisali]

He is my friend and helping me out to prepare return. We have DVD version of Home and business. 

Now what we can do ? don't want to start over OR enter each transaction manually.

If there is way to upload TXF or CSV, I can prepare CSV in any format

[fanfare · Accepted solution]

@syedHarisali 

When TurboTax won't accept your CSV file, proceed as follows.

Adjust your csv files so the columns are in the same order as on Form 8949.

Put a header with your name tax year and SS Number.

Use the summary option and then you can mail in the printout of the CSV files.
See the TurboTax instructions that will pop up.

You would use Category C and/or F since you don't have a 1099-B.

At tax time, you will subtotal your SELL transactions by Sales Category.

IRS requires Box C/F details to be listed on your own Form 8949,
or on your other forms (e.g. spreadsheets) which have the same information and in the same manner as Form 8949.
Either way, if you choose to summarize (not itemize) and e-File, you have to mail the transaction details to the IRS within three business days of IRS accepting your e-Filed tax return.

If you put the printout in PDF format, TurboTax Online may ask you for it.

Then you would avoid mailing.