Uploading a Coinbase csv file

Forum|Forum|3 years ago
February 1, 2023
1 reply
9 views

I am trying to upload a Coinbase csv file with my crypto transactions into TurboTax Premier on a Windows computer. The instructions say Search "cryptocurrency" in TT, then select "jump to cryptocurrency". When I search "cryptocurrency" in the Search box, the jump to option is not shown.

Suggestions?

Thanks,

Bob P

JamesG1

Level 15

Upload the .csv file in TurboTax Premier Online 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 the name of the service.
Click Continue.
At the screen Go ahead and upload your crypto CSV file, upload the file.

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RDPritchard2Author

Level 2

Thanks so much for your answer. Unfortunately, the options you note are not shown on my TT. I am using the desktop version of TT Premier for 2022. It looks like your instructions are for the online version. For example, there is no Stocks, Cryptocurrency, Mutual Funds, Bonds, Other options.

Suggestions?

Thanks,

Bob

JamesG1

Level 15

Are you able to obtain a .csv file from Coinbase?

If so, you may be able to convert your .csv file to a .txf file and upload it into TurboTax Desktop Premier version.

Follow these steps:

Create a .csv file with all transactions using the format shown at Easytxf.
Used Easytxf to convert the .csv file into .txf file.
Import .txf file into Turbotax Desktop: File / Import / From Accounting Software / Other Financial Software (TXF) file / Continue / Choose a File to Import / Import now.

A 1099-B with your transactions is now created. This entry can now be edited to include the account details. Each transaction can be edited as well.

@RDPritchard2

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