Display summarized margin activity within the Tax Summary
in progress
Z
Zaffre blue Canidae
Users may experience:
- Margin related activity such as margin gain/loss are not being included in the overall tax summary.
Expected behavior:
- Users expect to see all taxable implications of their margin activity to be summarized on the tax page.
As a user, what should I do?
There is no current workaround for this behavior, however
Form 8949
and Capital Gains CSV
should now include margin gains within their reports. Additionally, users can generate the new report
Unified capital gain/loss & income report
within their tax page for a breakdown of their margin gains/losses.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: margin, margin loss, margin gain, tax summary
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in progress
M
Matthew S. - CoinTracker
UPDATE:
Form 8949
and the Capital Gains CSV
now include margin gains within their reports. Additionally, users can generate the report Unified capital gain/loss & income report
within their tax page for a breakdown of their margin gains/losses.Thank you for your patience as we work on refining and improving the display of margin activity!
This post was marked as
confirmed
R
Reluctant Mollusk
Zaffre blue Canidae is there an ETA for this? it's been in progress for almost a year now
R
Reluctant Mollusk
Daffodil yellow Platypus Is there an ETA on when this will be fixed?
D
Daffodil yellow Platypus
Update 4/7: This issue will not be fixed before the US tax deadline on April 15th. Thank you for your patience while we continue to resolve this.
P
Pewter Possum
Still active March 10, 2025
This post was marked as
in progress
Z
Zaffre blue Canidae
This bug is still active as of June 2024.
Z
Zaffre blue Canidae
submitted
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