How can I fix a digital asset allotment error?

Below is the full transcript for the above video.

You might receive an allotment error when adding your digital asset transactions into TurboTax. 

This error often occurs because transaction information is missing from an exchange or wallet. TurboTax needs your entire transaction history to accurately calculate your cost-basis values.

Select the arrow next to Crypto accounts you’ve added so far. 

Review the list of accounts. Ensure that all of your digital asset accounts, including your wallets, have been added, so TurboTax is able to calculate your cost basis values.

If you’re missing accounts, choose the Add a wallet or exchange tile and add the missing accounts. You may add transactions by importing them, uploading a CSV, or manually entering the information.

If you’ve already added all of your accounts, the next step is to learn more about the errors. Select the arrow next to See the errors that happened.

Review the list of errors. Take note of the digital assets, such as Bitcoin, that are causing the errors.

For instance, if you see an error stating that the Bitcoin amount withdrawn exceeds what is available, that indicates TurboTax is missing information about your Bitcoin deposits, such as purchase history. An example of how this could occur is that you sold 2 Bitcoin but there is only a deposit of 1 Bitcoin found in your transactions.

Next, select the I don’t have any others tile to review your list of transactions.

While on the transaction list screen, select the What if I already added every source link in the banner. Follow the steps in the side panel to identify why the errors are occurring.

Remember, you can use filters to quickly find transactions you are looking for.