If you traded cryptocurrency, you can upload your tax documents in the Investment income section so your trades are reviewed and your gains or losses are calculated correctly.
Start with your official 1099
If you received a 1099-B or 1099-DA, upload it first.
These are the official forms reported to the IRS. They may already include your crypto sales or income.
Uploading your 1099 first helps ensure your totals are accurate and reduces the risk of duplicate transactions if you later upload a CSV.
Only upload a CSV if it includes additional trades
You might also have a detailed transaction history or CSV from a brokerage, exchange, wallet, or crypto tax software.
Only upload it if those trades are not already included on your 1099.
If the same transactions appear on both a 1099 and a CSV, they can be counted twice — which may overstate your gains or income.
How to upload your crypto documents
In the Income section, select Investment income, then choose Continue.
On the screen that asks, “How do you want to add your investment income?” select Upload or take pictures of the forms, then Continue.
In the Document manager, upload your crypto tax forms.
Before submitting, make sure your files are complete, readable, and include all transaction details.
How your trades are handled
When you upload crypto documents, sales, exchanges, and other disposals are treated as taxable events and used to calculate your capital gains and losses.
If you upload documents from multiple sources, the transactions are reviewed together and consolidated. That’s why it’s important not to upload the same trade more than once.
Your gains and losses are reported on Form 8949 and Schedule D.
Quick reminders
Upload your official 1099 first.
Only upload a CSV for trades not already reported.
Don’t upload duplicate versions of the same transactions.
Summary totals are usually all you need. Make sure they include codes A–L and the associated totals.
This content is provided for informational purposes only and should not be construed as tax, legal, financial, accounting, or other advice. Rules and regulations vary by location and are subject to change, so please consult with an expert if you need advice specific to you.
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