Product Feedback

What is the issue? Some users who purchase a CoinTracker plan through the Coinbase Tax Flow successfully pay, but their CoinTracker account remains on the Free plan. This happens because the payment is recorded under a different Stripe customer than the one linked to their CoinTracker account. Who is affected? Users purchasing a plan via the Coinbase Tax Flow looking to add missing cost basis info through CoinTracker What is the workaround? We are working to resolve this issue at this time you can contact support for next steps. Keywords: Coinbase Embed, Stripe customer duplicate, subscription not applied, paid but free, checkout linking issue

What is the issue? When connecting a CoinTracker account to TurboTax, some users are seeing an error that shares a message that their data could not be auto-filled or an unexpected error while trying to connect (Error 5000). TurboTax currently limits imports to 1,000 capital gain/loss transactions. If your account exceeds this limit, the import may fail. Who is affected? Users who have a high transaction count for the tax year and are trying to connect their CoinTracker account to TurboTax. As a user, what should I do? We’re working with TurboTax to resolve this, but in the meantime you can download your tax forms from your account and file using one of the other filing options listed on our tax page. You can also upvote this forum post. Once a solution has been implemented, this report will be updated to Complete . Those who have upvoted will be notified of the update. Keywords: auto-fill return error, transaction limit, CoinTracker tax report, TurboTax integration, return generation issue

Info Some users are unable to complete the guided tax flow, when filing through H&R Block. Within the last step, downloading 8949 Form does not enable the option Send to H&R Block As a user, what should I do? Users experiencing this issue can upvote this forum post and the status of the post will be updated once a fix has been made . Those who have upvoted will be notified of the update. Keywords: H&R Block import unavailable, CoinTracker integration, Send to H&R Block issue, H&R Block data sync, H&R Block CoinTracker

What is being requested? Users are requesting the ability to upload and import custom 1099-DA forms from non-supported exchanges (CSV import-only exchanges) directly within the 1099-DA portal. Why is this needed? Currently, users who transact on exchanges that are not fully supported (API integration unavailable) can only import transaction data via CSV, but they cannot upload corresponding 1099-DA forms into the 1099-DA portal. What can users do now? No action is needed. Users can upvote this post to receive updates. Keywords: 1099-DA import, custom 1099-DA upload, CSV-only exchanges, tax reporting, 1099-DA portal

What is the issue? Cash App transaction CSV files pass the initial import validation step but fail during the actual import process with the error: "There was an error while trying to import the CSV." Who is affected? Users attempting to import their Cash App transaction history using the native Cash App CSV format. What is the workaround? As a workaround, users can upload their CSV as a generic CoinTracker CSV. You can do so by following the instructions in our support article: How to Convert your Transaction History to a CoinTracker CSV . Additional Information Please upvote this post to indicate that you are experiencing this behavior. Keywords: Cash App CSV import, CSV validation error, import failure, Cash App transactions, Add wallet CSV issue

Users Feature Request: CoinTracker supports staking with the stake tag . This tag ensures cost basis is kept and no taxable events are recorded when you stake or unstake assets. Users want to track their staked assets in CoinTracker. For example, if a user stakes 32 ETH, we show the ETH leaving and the portfolio decreases by 32 ETH. Users want to see their staked assets in their portfolio. As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! The post status will change to Complete if we pursue this feature. Up-voters will be notified of the status change. Additional Information We have information on feature requests and what the status means in our help center . For further assistance or inquiries regarding this feature request, you can contact the support team . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keywords: illiquid staking, staking, stake, staking rewards, unstake

What is the issue? Token migrations from MATIC to POL (Polygon Ecosystem Token) are being incorrectly classified as taxable trades in CoinTracker, instead of non-taxable migrations. This misclassification is leading to inaccurate unrealized returns and cost basis calculations. Who is affected? Users who held MATIC in Coinbase and Binance US during the automatic migration period Keywords: MATIC POL migration, token swap, Coinbase migration, taxable trade misclassified, cost basis incorrect

Info The option to import data from CoinTracker to H&R Block Desktop, is currently unavailable. Please note that this is separate from H&R Block Online, which is a different application. We’re actively working with H&R Block to bring the Desktop integration live as soon as possible. As a user, what should I do? As an alternative, users can file using H&R Block Online to connect their CoinTracker account and import their tax data. For more information, please check out our help center article here. Users can also upvote this forum post and the status of the post will be updated once the import option becomes available for the Desktop version. Those who have upvoted will be notified of the update. Keywords: H&R Block Desktop import unavailable, CoinTracker integration, tax export issue, H&R Block data sync, H&R Block Desktop CoinTracker missing

Users Feature Request: Add a dynamic integration to see total portfolio overview of crypto - portfolio tracking only For tax reporting integration, may need a feature to exclude the Fidelity Integration for tax purposes as they have their own tax reporting. As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to Complete should we pursue this feature. 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 feedback and cooperation as we work to enhance your CoinTracker experience! Keyword: fidelity, integration, portfolio, portfolio tracking

What is the issue? SUI transaction involving AlphaLend and Turbos is being auto-classified as a Trade, with the SUI leg showing extremely small amounts but generating inflated cost basis/proceeds/gains. This results in massive, incorrect gains/losses, unrealized return and cost basis instead of reflecting a lending/borrowing transaction with a standard SUI gas fee. Who is affected? Users who participate in SUI and USDC lending on AlphaLend and Turbos Finance lending pools. As a user, what should I do? You can upvote this forum post if you are experiencing similar issues. The status of the post will be updated to Complete once a solution has been implemented. Those who have upvoted will be notified of the update. Keywords: SUI DeFi, AlphaLend, Turbos Finance, misclassified trade, inflated cost basis, incorrect gains/losses, SUI gas fee, lending borrow transaction, lending pool