![]() If you are using the file from the crypto exchange or aggregator, it may have something hidden or embedded in the header row that prevents it from importing correctly. ![]() Use one header row with only the 5 key column labels (description, purchase date, sold date, proceeds, and cost basis) at the top. You can connect directly to your exchange or upload your own CSV file. If you do not have a 2020 tax return to transfer in, you can skip this step, but your 2021 return won't have your 2020 data if you do skip this step. A PDF file won't work you need the 2020 tax file. This will populate your personal information, previously used Schedules, AGI, carryover amounts, and other important details from your previous year's return. If you have a saved copy of your 2020 return as a tax file (*.tax2020), import that previous year tax file using the linked instructions (choose ' I used the CD/Download version last year').Use the '' Start for Free'' option as you will not be paying for or filing the return using TurboTax Online. Start a return in the Online software in the Self-Employed (any individual tax return will work with SE) product.You would need to get a refund for the desktop software for option 1 and you won't have to pay for TurboTax Online for option 2. If you want to use the desktop software, you can start a return in TurboTax Online to get your crypto entered and then finish that tax return using the desktop software.You can switch to the Online software and complete your tax return using that.If you do not want to enter each transaction individually or summarize the data, you have 2 options: Since CSV files can't be uploaded to the desktop program, the transactions have to be manually entered, either individually or summarized by short-term and long-term holding periods. You can also upload your own CSV file to TurboTax Online. This year, TurboTax Online added the feature of importing CSV files from some crypto exchanges. ![]() ![]() TXF files or 1099-Bs from TurboTax partners if you are using the desktop software. ![]()
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