Sync issues on H&R Block integration
complete
Sam - CoinTracker
Users may experience:
UPDATE:
- H&R Block has temporarily disabled API import option. They're working on getting it back up.
Resolved:
- Users attempting to sync to H&R Block may see an insufficient plan error with a valid tax plan enabled on CoinTracker.
- User attempting to sync to H&R Block may see Error Code: 4005-Tax Plan Insufficientwith a valid tax plan enabled on CoinTracker
- Users attempting to sync to TurboTax may see Error Code: 4000 - Capital Gains Not Available.
Expected behavior:
- For H&R Block, users should not see an insufficient plan error if they have purchased a tax plan on CoinTracker. Once imported gains calculations should be accounted for in CoinTracker.
As a user, what should I do?
UPDATE
- While the API import is not available users can import manually via 'Report Crypto transactions Totals' option in H&R Block (Image 1). H&R Block estimates our API import will be re-enabled mid-February.
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.I need additional assistance, who can I contact?
For further assistance, please contact our support team directly.
Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience!
Keyword: H&R Block, insufficient plan, failed sync, taxes
Log In
Sam - CoinTracker
complete
H&R Block + CoinTracker integration is now live! Here is a guide on how to use the integration.
For further assistance, please contact our support team directly.
Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience!
Sam - CoinTracker
submitted
C
CT-RXProz6q
Any update on the HRBlock import? It is still not working. In your instructions above, it says we can import manually.....but there is no import manually....just manual entry of transactions. No import.
Sam - CoinTracker
open
This post was marked as
being verified