Product Feedback

What is the issue? Users encounter Error Code 1014 when attempting to import their CoinTracker account after signing in and selecting the import option. Who is affected? Users attempting to import CoinTracker accounts into the H&R Block desktop application. What is the workaround? Please ensure you are completing the full process of importing your data onto H&R Block Desktop. Users should see the Send to H&R Block option before importing into H&R Block. For instructions, please view this guide here. Keywords: cointracker, import error, error code 1014, desktop app, integration

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? Some users are experiencing an error message when trying to import their capital gain/loss transactions from CoinTracker into H&R Block. In H&R Block Desktop, the message shown is Error 1150 In H&R Block Online, the message shown is Something went wrong with importing your crypto info. As a user, what should I do? We’re working with H&R Block to address this issue. If you are experiencing this error message, you can upvote this report and those who have upvoted will be notified of an update. Keywords: crypto import, capital gains, hr block, desktop, online

What is the issue? Users connecting their CoinTracker account in TurboTax encounter a repeated request to review 1099-DA forms. Who is affected? Users importing crypto tax data from CoinTracker into TurboTax. What is the workaround? To continue with importing, users can select the Skip and import to TurboTax option if their crypto taxes are already finalized in CoinTracker. Keywords: 1099-da, turbotax import, cointracker, review loop, crypto taxes

Feature Request: Option to Unfreeze Historical Transactions After Universal to Per Wallet Migration What is being requested? Users who have completed the migration from the Universal to Per Wallet tracking method need an option to unfreeze their historical transactions. This feature would allow users to make updates to correct errors in their account data. Why is this needed? Users may not have fully reconciled their transactions or realized they had incomplete data before switching from the Universal to the Per Wallet method. Without the ability to unfreeze and amend historical transactions, errors in their data can lead to inaccurate cost basis calculations. By allowing users to unfreeze and update their data, they can ensure their tax reports are more accurate. What can users do now? Users who completed the universal to per wallet migration must reach out to support to unfreeze historical transactions. Those with concerns about the Safe Harbor provision or how unfreezing may impact it should consult a tax professional for guidance. Keywords: Universal to Per Wallet migration, historical transactions, unfreeze transactions, cost basis errors, Safe Harbor tax compliance

We have a user filing a US trust return (Kraken 1099-DA is issued to a trust) who needed a filing ready Form 1041 package. Today CoinTracker only generates Form 8949, Schedule D (Form 1040), Schedule 1 (Form 1040), and CSV exports, so their preparer could only use our reports as workpapers instead of a trust return. In ZD 260287 we ended up giving a full refund exception because the trust and 1041 limitation was not obvious at purchase. Adding clearer trust messaging and eventually Form 1041 support would be really helpful for users with trusts and estates.

What is the issue? When selecting the Sync to TurboTax option on CoinTracker, some users are running into an error message stating: "Something went wrong. We couldn't send your data to TurboTax. Please try again." What can users do now? As an alternative, users can connect their CoinTracker account directly within TurboTax Online to import their CoinTracker data. For more information, please check out our help center article here. Users can also upvote this forum post to indicate they are experiencing this behavior. The status of the post will be updated to Complete once a solution has been implemented. Those who have upvoted will be notified of an update. Keywords: TurboTax, Something went wrong error, Sync to TurboTax, CoinTracker tax report, TurboTax integration, Sync issue

What is the issue? The number of accounts synced differs between the 'Review your accounts' screen and the 'You're on track to file with confidence' screen in the Tax Guided Flow. Who is affected? All users What is the workaround? There is no workaround available. Keywords: tax flow, synced accounts, inconsistency, wallets, exchanges

I want to reset the cost basis for all digital assets so that on 6/30/2025, the fair market value equals the cost basis, resulting in no unrealized gain or loss at that point. This would allow future digital asset activity to use the 6/30/2025 cost basis for gain or loss calculation. This method is acceptable for my entity, a Cayman Islands foundation company.

What is being requested? Treat an exchange account with multiple wallets as a single pooled account for lot sourcing. Why is this needed? Multiple wallets within the same exchange account are not currently treated as one pooled account for lot sourcing. What can users do now? Upvote this feedback item to stay up to date on this improvement request. Keywords: exchange account, multiple wallets, pooled account, lot sourcing