If you need to download the 2021 Turbo Tax CSV file for import, make the column headings exactly as below, it will work. You do not need the “Amount” column.
Currency Name, Purchase Date, Cost Basis, Date Sold, Proceeds
If you need to download the 2021 Turbo Tax CSV file for import, make the column headings exactly as below, it will work. You do not need the “Amount” column.
Currency Name, Purchase Date, Cost Basis, Date Sold, Proceeds
This is not working for me. Downloaded new TT report. Deleted Amount column, confirmed other column name & order: Currency Name, Purchase Date, Cost Basis, Date Sold, Proceeds. Upload to TT and in the review all transactions get flagged as needing review.
Hondo, can you clarify if there’s hope for a fix for this, or do I need to start going through all my transactions in TT?
I know it wasn’t doing this ‘need to review’ behavior a few weeks ago when I first imported my info. Sadly, I was waiting on a state form to submit my taxes… and now that form works, but this issue w/imported transactions comes up.
TT does ask me if Koinly sent a 1099-B, no idea what this is… but could it help fix the transaction review issue?
Same issue here. Re-imported with a removed accounts column, and reorganized as stated. No change.
Please advise
Yea this isn’t working for me either. Hope they fix this soon.
Ok, so, I downloaded a new CSV file and imported in to TT for testing and the import works but now TT wants to review hundreds of transaction. Looks like this is a big problem obviously. I’ll bet if we make enough noise the Koinly/TT will fix it. sux…
Having the same issue. This needs to be addressed asap.
I am being forced to individually verify each transaction. Why would I pay for Turbotax or Koinly if I am being forced to go through over 300 transactions. Meanwhile, it takes 30 seconds for each verification to submit and take me to the rest of the waiting transaction verifications. Is this a bug with TurboTax or with Koinly? It appears to be in a new issue. Please respond asap/
I am also having this issue! The column heading changes are not enough to evade the individual reviews.
Doesn’t work. Maybe we should start writing reviews on Koinly…
One place is Koinly Reviews | Read Customer Service Reviews of koinly.io
Also a reddit thread at https://www.reddit.com/r/koinly/comments/spwvvd/koinlyturbotax_need_to_review_150_transactions/
Turbotax seems to have fixed the server issues now so all files should be importing correctly.
In regards to the review section at the end:
This section was only added in 2022 and asks users to review each disposal and add information.
This review is entirely optional! You can simply skip it by clicking on the Continue button at the bottom of the screen.
We have spoken to Turbotax on a few occasions and there is no way to include this information in the CSV report. This review will also pop-up for anyone that is importing their transactions through a CSV so it is affecting all crypto calculators, not just Koinly.
If Turbotax is not letting you skip the review then you might be missing some other information such as your personal details.
nope. still same errors.
it’s sad to see you guys squirming to fix your errors but lacking to inform users there is an issue with your product being imported to the US’ most popular tax preparation site.
Petur, this is incorrect. Many others are still having the same issue as I am today. I paid my $99 fee to not have any of this be a problem. if I wanted to enter all of my info by hand I would
Please advise when you have an update d way of ensuring we get our taxes done or a full refund with a sincere apology for wasting so many people’s time and energy. You cannot simply “skip” it friend. thats just flat out lying to your customers. thanks.
That’s very interesting as all of the users that I have helped so far were simply able to skip this section.
That is also what our CPA is advising as well as other tax calculators, as their users get the same review section.
As I mentioned above, if you have any other information missing then you might not be able to skip this review without reviewing those entries. These will either be displayed at the top of the list, before all of the disposals, or at the back of the list.
If you are still not able to click on the Continue button, could you tell me what the error is saying?
Do you get this error after paying for Turbotax or is it before you get to the ‘File’ section?
Also note that we are only talking about the online version of TT, not the desktop/downloaded version.
Same. Did exactly as mentioned up. Delete and reimported into TT and it still wants me to review 200 transactions.
Just like above Turbo Tax now wants me to review 130 transactions…basically asking “How did you receive this investment?” 130 times… This wasn’t an issue a few days ago…please assist.
Same Problem here. 164 Transactions…
Same here. 834 transactions 
Hello Koinly are you here???
same thing happened to me 411 transactions. no way I go through all that it will take days. I paid 99 for koinly please fix this. I need to do my taxes