What info does my Full Service tax expert need for my cryptocurrency?

The IRS considers crypto to be property, so capital gains and losses need to be reported.

You’ll need to give your Full Service tax expert one of the following:

• Form 1099-B
  • This will be sent to you if you use Robinhood Crypto, Webull, Apex Clearing, or Uphold.
• Capital gain/loss report as a PDF or .CSV file
  • This is different from a transaction report. We can’t accept transaction reports.
  • See which crypto services TurboTax accepts.
• Form 8949 or Schedule D
  • Use a coin aggregator like CoinTracker to generate these forms.
  • This is a good option if you have multiple crypto accounts or transfer crypto from one exchange to another.