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Chandan - CoinTracker
Feature Request: Include Net Futures Gains in Tax Forms/Tax Summary (Form 8949 & Schedule D)
What is being requested?
Users would like CoinTracker to
automatically incorporate net futures gains
into tax documents, particularly
Form 8949 and Schedule D
. Currently, net futures gain/loss data is only accessible by
filtering the Transactions page
for the
Margin gains
category — it is
not included in exported tax forms
.
Why is this needed?
Without this integration, users are left to manually adjust tax forms, which increases the risk of errors and reduces the usefulness of CoinTracker’s automated reporting tools. Including these gains directly in the tax reports would streamline tax filing and improve compliance for users engaging in margin or futures trading.
What can users do now?
Until this feature is implemented, users can follow these manual steps:
  • Filter the Transactions page
    for the
    Margin gains
    category
  • Download the transactions history CSV
  • Consult a tax professional to ensure accuracy and compliance.
  • Manually add a line item to the Capital Gains CSV or Form 8949 titled "Net Crypto Futures" with the total PnL (profit or loss).
  • Manually update Schedule D, referencing the added entry.
  • Refer to our
    Margin Trading Tax Guide
     for general guidance.
Manual Entry Format for Form 8949 & Schedule D:
  • Description of Property:
    Underlying asset (e.g., BTC, ETH)
  • Date Acquired:
    Date the position was opened
  • Date Sold:
    Date the position was closed
  • Proceeds:
    Realized profit or loss (PnL)
  • Cost Basis:
    \$0.00
  • Gain/Loss:
    Same as PnL (may be negative)
Additional Integration Suggestions
  • Display the
    net futures gain/loss as a separate line
    on the tax summary page, while still
    including it in the dashboard’s total net gain/loss
    .
  • Tag
    "margin" transactions
    into a
    separate cost basis queue
    , excluded from capital gains calculations, mirroring behavior for exchanges like Kraken and BitMEX.
Disclaimer
This integration assumes reporting according to standard tax treatment for margin trades. It does
not cover Section 1256 contracts, 475(f) trader elections, or other advanced tax scenarios
. Users should consult a tax advisor to determine the correct treatment for their situation.
Keywords: net futures gains, tax reporting, Form 8949, Schedule D, margin trading, futures profit and loss