Koinly and aggregate sales

[chugsteruno]

when i pull up my complete tax report for 2021 in koinly (the pdf ) it mentions that my transactions have been aggregated ( i have total of 250 transactions each of which have been aggregated) . i am able to reconcile that using koinly capital gains report csv which is good. Now when i import my crypto taxes into turbotax using the koinly turbo tax online csv file , it imports those 250 transactions without any issues which is a plus.

However where i am not clear is do i still need to manually send (by physical mail) to irs the forms - 8453 (which koinly does not generate), consolidated 8949 and printout of koinly capital gains csv to IRS within 3 days of efiling my taxes as mentioned in How To Mail In Your IRS 8949 With Crypto Trades | CryptoTrader.Tax ?

In other words no where does it mention that my 8949 is consolidated version after i import my data into turbo tax . Also i have stocks in 8959 which are non-consolidated so all sales and proceeeds are on the same 8949 which turbo tax generates ( stocks and crypto sales are reported in the same 8959 form).

So what should i do here ? should i just efile as is without sending irs the additional documents (8453, 8949 and koinly capital gains report csv ) ? if no then how do i generate the form 8453 from koinly in order to send the above docs ?

can someone clarify the above ? I am so close to filing my taxes successfully with just one hurdle - mentioned above

[chugsteruno]

i did find out something else which may be of help to others in same situation as me.

save the turbotax online file and import it into turbo tax desktop.Then look into the forms section and pull up 8959 form. if u have both stocks and crypto transactions (like me) you will see that it creates 2 8949’s. first one lists all the stock transactions which has been reported by the brokers to irs through 1099-b and the second one is the 8959 where either the short term or long term transactions are not reported to you on form 1099-B. This makes it a little easier to see which 8959 is for stocks vs crypto.

Also in case of audit , all we have is a csv file - capital gains report from koinly to rely on . Is that even acceptable by IRS ? there is no blockchain transaction information captured in that spreadsheet anywhere as all it has is cost basis and proceeds and the net gain/loss. Thoughts ?

Still looking for answers to my main query posted above. !!

[my_book]

Did you find a solution for this problem on how to handle an IRS audit?
after paying $300 to Koinly , all i got was a 3 page summary aggregate of what was supposed to be a 250 page transactions history. i am confused , and like you said, when we upload this to turbotax, no where it says that this is an aggregate.so how does IRS know if this is an aggregate???
koinly needs to answer this, they took $300 fees they need to answer.

[chugsteruno]

Koinly is silent on this. I asked this to support and they have not responded so not sure how this is handled. I read that cointracker tax software correctly tags them as an aggregate entries .