Product Feedback

What is the issue? Some users are unable to import their CoinTracker data into TurboTax. After completing the connection in the pop-up window, TurboTax displays an error saying it can't connect to CoinTracker right now, along with the code 101. We're working with TurboTax to identify the cause and get this resolved. Who is affected? Users attempting to import their CoinTracker tax data directly into TurboTax. What is the workaround? Users can follow this help guide on getting their data onto TurboTax. How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. Keywords: TurboTax, error 101, TurboTax import, connection failed, can't connect to CoinTracker, partner connection, tax import, file taxes

There should be a way to change input the time zone for your account, because this completely changed how taxes are calculated. Right now, the new year is set on 00:00UTC Jan 1, however, in most of the world, this will be off by hours and will not actually reflect the true new year.

What is the issue? In the guided tax flow, some users have reported that accounts continue to show a "Needs re-import" status even after the re-import or resync has been completed successfully. The affected wallets and exchanges show no outstanding issues elsewhere in CoinTracker. This is a display issue rather than a problem with the imported data. This does not block you from completing your taxes. If your accounts are otherwise syncing normally and show no errors on the Wallets page, you can select "Skip for now" to continue through the flow. How can users provide feedback? You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change. Keywords: guided tax flow, tax portal, needs re-import, re-import prompt, resync prompt, stale status, wallet status, display issue, skip for now

What is the issue? Some users are experiencing an error message when trying to import their capital gain/loss transactions from CoinTracker into H&R Block. In H&R Block Desktop, the message shown is Error 1150 In H&R Block Online, the message shown is Something went wrong with importing your crypto info. As a user, what should I do? We’re working with H&R Block to address this issue. In the meantime, users can follow the workaround shared in their filing software, or connect H&R Block directly. If you are experiencing this error message, you can also upvote this report and those who have upvoted will be notified of an update. Keywords: crypto import, capital gains, hr block, desktop, online

Users may experience: Incorrect cost basis and unrealized return values on the Performance page and Portfolio page due to transactions involved with liquidity pools, illiquid staking, lending. Expected behavior: Cost basis and unrealized return on the Performance page and Portfolio page should accurately reflect the assets currently held Net deposits should accurately reflect only the actual cash inflow into the account, excluding any reinvested funds The platform should provide a clear and accurate representation of a user's investment growth, by applying specific treatment for transaction categories How can users provide feedback? You can upvote this forum post if you are experiencing similar issues. The status of the post will be updated to Complete once a solution has been implemented and rolled out to all users. Those who have upvoted will be notified of the update. I need additional assistance, who can I contact? For any further questions or concerns, please reach out to our support team directly . Keywords: Performance page, Portfolio page, Stake, Unstake, Net Deposits, Cost basis, Unrealized Return

Bug Report: Tax Setting Locked When Transactions Are Frozen What is the issue? The "Treat Liquidity Pool Transactions as Non-Taxable" setting in Tax Settings becomes uneditable when transactions are frozen for the relevant tax year. A "There was an error while updating your setting." message appears. Who is affected? Users who have frozen transactions and wish to update this tax setting. What is the workaround? Users can temporarily unfreeze the tax year to make changes to the setting, then re-freeze after adjustments. Keywords: liquidity pool setting, tax settings locked, frozen transactions, non-taxable toggle, can't edit tax preference

What is the issue? After migrating from Universal to Per-Wallet cost basis tracking, HIFO lot selection on certain ETH transfers/disposals may pull from lower-cost lots (e.g. 2022 purchases) instead of the expected higher-cost lots (e.g. 2024 purchases) in the same wallet. This appears to be caused by ETH lots being reassigned to wallet locations that don't match the underlying transfer history during migration. Who is affected? US users who have completed the Universal → Per-Wallet migration and hold ETH across multiple wallets/exchanges (e.g. Coinbase plus external wallets). Symptom: HIFO cost basis on a post-migration ETH disposal is lower than expected and 8949 gains/losses don't match the user's manual calculations. # What is the workaround? No reliable workaround at this time. The Accounting team is actively investigating. Please upvote this post to indicate you are experiencing this behavior. The post status will be updated once a fix is rolled out. Up-voters will be notified of the status change. Keywords: cost basis, HIFO, per-wallet migration, ETH, lot selection, 8949

Users Feature Request: CoinTracker provides a detailed Capital Gain/Loss report in the form of a CSV file, following the UK's share pool accounting requirements . Provide: More detailed forms or the actual HMRC forms to be generated (similar to how CoinTracker generates IRS forms in the United States). Better tagging options for UK tagging. Tax optionality for staking transactions. A detailed Tax Summary PDF As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! Additional Information We have information on feature requests and what the status means in our help center . For further assistance or inquiries regarding this feature request you can contact the support team . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keywords: UK, United Kingdom, tax forms, tax reports, tagging

I am unable to upload the 1099-DA for my SoFi Wallet on CoinTracker. It would be beneficial if CoinTracker could support the SoFi Wallet, allowing me to upload and manage my 1099-DA forms seamlessly.

In Croatia, capital gains from cryptocurrency are exempt from tax if more than 24 months have passed since the original purchase with fiat currency. It would be beneficial if CoinTracker could correctly track and calculate this 24-month holding period for Croatian tax reporting purposes, especially in situations where crypto assets are exchanged for other cryptocurrencies, while preserving the original acquisition date.