Bugs

Users may experience: Error 4001-DATA-NOT-READY when attempting to sync with H&R Block. *Note: This issue may occur when cost basis is running, please ensure your cost basis has completed computation before attempting to sync with H&R Block. Expected behavior: The user expects to sync their data with H&R Block As a user, what should I do? There currently is not a workaround for this bug and it will need a fix from the team. We appreciate your patience while we work to resolve this. Your crypto tax information can be manually entered into H&R Block. Additional Information Please upvote this post to indicate that you are experiencing this behavior. We have information on bug reports and what the status means in our help center . For further assistance or inquiries regarding this bug you can contact the support team . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: H&R Block, sync error, 4001-DATA-NOT-READY

Users may experience: "Other income" transactions are not showing their value in the tax center, even though the transaction count is included. Expected behavior: The "Other income" transactions should display their value in the tax center. As a user, what should I do? There currently is not a workaround for this bug and it will need a fix from the team. We appreciate your patience while we work to resolve this. Additional Information Please upvote this post to indicate that you are experiencing this behavior. We have information on bug reports and what the status means in our help center . For further assistance or inquiries regarding this bug you can contact the support team . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: Other income, tax center

Users may experience: Users may notice that transactions involving custom currencies are resulting in a complete loss or no capital event. Expected behavior: The proceeds should be calculated using known non-custom currency inflows or outflows to accurately reflect the cost basis and proceeds of the transaction, instead of defaulting to $0.00. As a user, what should I do? There currently is not a workaround for this bug, and it will need a fix from the team. We appreciate your patience while we work to resolve this. Additional Information Please upvote this post to indicate that you are experiencing this behavior. We have information on bug reports and what the status means in our help center . For further assistance or inquiries regarding this bug you can contact the support team . Thank you for your understanding and cooperation as we work to enhance your CoinTracker experience! Keywords: custom currency, proceeds calculation, capital gains, 100% loss, no capital event

Users may experience: As a user with a tax year that does not follow the calendar year, I expect the total transaction count be the total of transactions for the tax year. For example, if my tax year is April 6 to April 5 (UK tax year) or July 1 to June 30(AUS tax year) I expect to see the total count of transactions be equal to the ones between those dates. As a user, what should I do? No action needed at this time. 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! Keywords: tax year, transaction count

Users may experience: Users report that when adding up the cost basis values in their 8949 do not add up to the total cost basis reflected in the Schedule D tax form. The gains an losses appear to be reflected correctly and consistently across the forms but the cost basis totals are not equal. Expected behavior: The sum of column (e) for cost basis on the 8949 and condensed 8949 should equal the total cost basis on the Schedule D tax form. As a user, what should I do? No action needed at this time, we have escalated this to our engineering team for review. 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! Keywords: 8949, Schedule D, tax forms, total cost basis

Users may experience: Issues with the FIFO (First In, First Out) accounting method not being correctly applied to their exchange fees. Some lots appear to be disposed of out of order in relation to fees paid for transactions. Expected behavior: All user transactions should be consistently accounted for using the FIFO method across all operations including fees. As a user, what should I do? At this time, no action is required from you. If this issue affects your profit and loss calculations and you're concerned about the impact, it's advisable to seek guidance from a tax professional who can provide tailored advice for your situation. 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! Keywords: FIFO, accounting method, capital gains CSV, transaction order

Users may experience: Large quantity values on the 8949 are overflowing into other columns Expected behavior: It is expected that the 8949 form be legible without values overflowing into other columns. As a user, what should I do? The forms should still function fine for electronic submission. If printing the forms: until a fix is shipped, a free online PDF editing tool could be utilized to clean up any overflowing text. The capital gains CSV can be utilized until a fix has been made for these larger value transactions as it contains the same information without the formatting issue. 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! Keywords: 8949, overflow, pdf, tax form

Users may experience: Insufficient fund messages for transactions involving assets where the period between staking and unstaking spans beyond one full year. - Staked lots are recognized for periods up to one year, but for transactions spanning longer, the lots are not recognized, resulting in insufficient staked assets messages. Expected behavior: The system is expected to recognize and apply staked lots for transactions regardless of the time span between staking and unstaking, ensuring accurate cost basis carry over and preventing incorrect insufficient fund messages. As a user, what should I do? There is currently not an approved workaround for this. Please upvote this issue so that you receive notification of a fix. 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! Keywords: insufficient funds, staked assets, long-term staking, transaction recognition

Users may experience: Large values on the 8949 are overflowing into other columns example Expected behavior: It is expected that the 8949 form be legible without information overflowing into other columns. As a user, what should I do? The forms should still function fine for electronic submission. If printing the forms: until a fix is shipped, a free online PDF editing tool could be utilized to clean up any overflowing text. 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! Keywords: 8949, overflow, pdf, tax form

Users may experience: Some users report not receiving their tax forms via email when they generate their reports. Typically, those not receiving tax forms have globally unsubscribed from CoinTracker emails. Note: The Support team can send your tax reports if you are unable to generate them at this time Expected behavior: It is expected that tax forms arrive in your inbox within a reasonable amount of time. As a user, what should I do? Reach out to support to have a member of the team send you your forms directly. 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: tax forms, download, email