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Turbotax 2021 data import + turbotax online import

I filed last year 2021 with desktop having some issues importing my previous year data and also importing my crypto aggregation csv. 

I am using tax.crypto.com for generating a turbo tax csv which I can import into turbotax. The csv is only compatible with turbotax online for 2022

What I've tried
Attempt 1
1. Starting my 2022 taxes in Turbotax online
2. Importing the crypto agregation csv to turbotax online 
3. then exporting turbo tax online  to turbo tax 2022 desktop.
Pros - crypto transactions imported in desktop successfully
Cons - Couldn't import any 2021 data. Have a house depreciation, capital loss carryover etc. If I go down this route might need to manually enter alot of data? 

Attempt 2:
1. Start off new filing in turbo tax 2022 desktop using previous year tax2021 file
2. Attempt to use file -> import -> upload crypto sales
3. Sadly get stuck here as the csv format for turbotax online and desktop differ
Pros - Get 2021 data transferred into 2022 desktop 
Cons - Can't import the crypto csv from turbo tax online. Noticed the template has 

Date

Type

Sent Asset

Sent Amount

Received Asset

Received Amount

Fee Asset

Fee Amount

Market Value Currency

Market Value

Description

Transaction Hash

Transaction ID

 

the csv which I uploaded to turbo tax online has the following columns

Amount

Currency Name

Purchase Date

Date Sold

Cost Basis

Proceeds


Is there something Im missing how can I make turbotax desktop either accept the turbotax online csv format for crypto transactions or how can I import a tax2021 return into an already in progress tax 2022 desktop return without losing all the data?

Is it possible to merge the tax2022 files I generated in Attempt 1 with Attempt 2? What forms correspond to the crypto transaction can I just copy the form and then add it to the Attempt 2 tax2022 file somehow?







 

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3 Replies

Turbotax 2021 data import + turbotax online import

Actually I figured it out. Following The same steps as Attempt 1. what I missed was there is a turbotax online tool to import my previous year .tax2021 desktop file. One gotcha was In order to use this tool I needed to remove the password from the file since it was complaining about corruption. Now I have both my old data imported from 2021 and furthermore have the tax.crypto.com csv imported. My plan is to keep on using turbotax online then switch back to desktop 2022 to file. Hope this helps anyone in the same boat.

Turbotax 2021 data import + turbotax online import

Yes you figured it out.  But now that you got the crypto imported to the Online version just download the .tax2022 from online and Open it in the Desktop program and continue entering 2022 info.  You don't have to stay in Online to finish.  

Turbotax 2021 data import + turbotax online import

For those who look at this thread latter ... if you used the downloaded program the year before :

 

1. Starting my 2022 taxes in Turbotax online  and  TRANSFER IN THE .TAX2021 FILE before you do anything else... the program asks you first thing if you used TT the year before... simply follow the on screen instructions
2. IMPORT  the crypto agregation csv to turbotax online 
3. then SAVE  the  .TAX2022 FILE  from the  online system  and  OPEN(not import or transfer)  it in the  2022 desktop program to continue the return.

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