If you have crypto transactions on an exchange or wallet that you are unable to link directly to TaxBit, you will need to use a CSV import to add the data to your account.
You can automatically import CSVs from a number of popular exchanges/wallets with no editing/reformatting necessary! If your file is from one of the sources listed on the dropdown on the Upload CSV tab, follow these steps to upload:
1. Click "Add Sources"
2. Select "Upload CSV"
3. Use the search bar to locate the source of the CSV
4. Select the Exchange or Wallet you'd like to Import. If the exchange or wallet isn't included, click on "Upload a Generic CSV"
5. Attach the CSV file that you're trying to import
6. Finally, hit "Add Transactions"
Once you do this your transactions should appear within 1 hour, if not sooner!
If you have any trouble with this process, or if you have a CSV from an exchange not listed, please reach out to TaxBit's Customer Experience Team! You can email your CSV file to support@taxbit.com with your account email and the source of the file. A Customer Experience Agent will be able to help you get that data added to your account.
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CSV Import
Add a CSV
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Comments
1 comment
Once I get my CSV file from the exchange how do I get calculated in a 1099 form
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