All Collections
Tax Reports
TurboTax & TaxAct
Upload Your Tax Report - TurboTax Online
Upload Your Tax Report - TurboTax Online

Follow this step-by-step guide.

David Kemmerer avatar
Written by David Kemmerer
Updated over a week ago

CoinLedger exports a CSV file that is specifically formatted for TurboTax Online. Follow this guide to import your crypto trades into TurboTax Online.

NOTE: First, be sure to download your TurboTax Online-compatible CSV file from our Reports Page.

TurboTax Video Tutorial

TurboTax Video Walkthrough (2 minutes)

Step 1

Navigate to TurboTax Online and select the Premier or Self-Employment package

Both of these packages support the tax reporting of cryptocurrencies.

Step 2

Answer the initial prompts and questions.

Upon first sign-in, TurboTax Online will ask you to complete some initial prompts and fill out your basic personal information. You are not able to jump forward within the app until this basic info is complete.

Step 3

Select for cryptocurrency wherever prompted. For example, you might see a screen like this one below:

On any of these screens, be sure to select I sold or traded cryptocurrency.

Step 4

Navigate to the Cryptocurrency section within the app by clicking Federal > Wages & Income > Investments and Savings.

Step 5

Next, select Cryptocurrency as your investment type.

Step 6

Now TurboTax will ask some more questions about your trading activity. Select Yes if you used more than one crypto exchange/platform.

If prompted, select Yes that you did use a crypto tax service.

Step 7

Select Enter a different way on the next screen, and then select Upload it from my computer.

Step 8

IMPORTANT: Select Other as your platform.

NOTE: If you do not select Other, and enter CoinLedger under the Name, the import process for TurboTax will fail. Additionally, you MUST select Gain/Loss or 1099-B and NOT "Transactions" under the CSV type menu, as shown below. Selecting the wrong Crypto service and CSV Type at this stage will cause the import process to fail.

Step 9

Upload the TurboTax Online file you downloaded from CoinLedger.

Step 10

Review your imported crypto data and if all looks correct, click Continue.

Getting Past the Review Section

Important Note: Do not be alarmed if TurboTax asks you to review each imported crypto transaction individually once you have uploaded your TurboTax CSV. This is a standard process TurboTax requires all users to undergo and does NOT indicate that something went wrong with the import process.

You can skip this individual review process by following these steps.

Here is the review screen you might see once you're finished uploading your CSV from CoinLedger:

Each category of Income on this section has the option to review, but you can skip this Review section entirely by scrolling to the bottom of this page and clicking Confirm.

If you do click on the Review section for your crypto transactions, you can simply choose to ignore it by scrolling to the bottom of the menu and pressing Continue. You can also navigate away from this page by selecting each transaction individually (or bulk-selecting all at once) and then clicking Continue, as shown below.

Amending for Previous Years

Important Note #2: TurboTax Online has disabled the ability to upload CSV files when amending a return for previous years. If you need to amend, please follow the TurboTax Desktop Guide.

We've also detailed the step-by-step process for uploading your report into TurboTax Online in our blog post here.

You can also checkout the video below!

Did this answer your question?