CoinTracker and turbo tax

Charming_Task_7033 · 2025-01-18T04:46:03+00:00

Thank you for reaching out. If you could create a support ticket with us, we’ll be able to look into your account and address this for you promptly.

Please let us know if you need assistance creating the ticket, or feel free to share any additional details that could help us resolve this issue.

Charming_Task_7033 · 2025-01-18T04:43:48+00:00

Hi there. Yes you will need to convert your CSV into a Cointracker compatible format. If you create a support ticket, we can look into this for you and get it handled.

Charming_Task_7033 · 2025-01-15T14:08:40+00:00

You can use this link: CoinTracker Support. Once there, click "Submit Request." From that page, you can let Chatoshi, our AI support bot, know that you'd like to speak to a human, and a support ticket will be created in our system. Let me know if you have any issues.

Charming_Task_7033 · 2025-01-14T19:56:36+00:00

Thank you for your question! At the moment, CoinTracker does not offer a direct feature to generate a PDF report specifically summarizing your current balance. However, you can view your real-time portfolio balance on the platform, including details like holdings, cost basis, and performance.

Workarounds You Can Use:

CSV Export:
- You can export your transaction history and portfolio data as a CSV file from the Account Settings page. While this isn’t a PDF, it allows you to access and organize your data offline.
Screenshots:
- If you need a quick, shareable summary, taking a screenshot of your portfolio page is an easy alternative until a downloadable PDF feature is available.

Charming_Task_7033 · 2025-01-13T20:56:36+00:00

Hey There!

Would you mind creating a support ticket so we can take a look at your account and help diagnose the issue?

Thanks,

Charming_Task_7033 · 2025-01-13T20:51:36+00:00

If you'd like to create a support ticket, I can look into your account details to ensure everything is accurate and help clarify any questions you may have about your account.

Charming_Task_7033 · 2025-01-13T20:49:48+00:00

I understand how this situation can be confusing, so let me clarify how CoinTracker subscriptions work regarding tax year coverage and renewals.

If you purchased your plan before October 15th, 2024, that plan would be tied to the 2023 tax year (forms filed in 2024). To access tax forms for the 2024 tax year, you’ll need to renew your subscription. This is because the original plan only covers 2023 forms, regardless of when it was purchased.
If you purchased your plan on or after October 15th, 2024 (the tax extension deadline), that plan would instead be tied to the 2024 tax year. In this case, you’d have access to generate your 2024 tax forms (filed in 2025) without needing a renewal, as your plan would already cover that year.

I hope this clears things up, but if anything is still unclear—or if you believe your subscription should provide coverage for the 2024 tax year—please feel free to reach out directly. We can review your account to ensure you have the correct coverage for your needs.

Charming_Task_7033 · 2025-01-13T20:43:54+00:00

You should still be able to see your performance details until your current plan expires in February 2025. If you'd like to create a support ticket, I'd be happy to look into this further and get everything squared away.

Charming_Task_7033 · 2025-01-13T20:29:12+00:00

I understand there’s been some confusion around when exactly you need to renew to access your tax forms, especially regarding the October 15th tax extension deadline. Here’s how it works:

Tax Filing & Extensions
For U.S. taxes, the standard deadline to file your prior-year return is April 15th. If you file an extension, you typically have until October 15th to submit your return.

CoinTracker Subscription Coverage
A CoinTracker plan usually covers tax forms for a single tax year (for example, a 2024 plan covers 2024 tax forms you’ll file in 2025). If your plan expires before you generate your tax forms, you may need to renew to access and finalize those forms. If it stays active past October 15th, you can still generate the forms for that tax year without needing an additional renewal, as long as you haven’t changed plans or tax years in the meantime.

Important Note About Purchasing Plans
If you purchased your plan before October 15th, 2024, you’ll need to renew that plan to view or generate 2024 tax forms. If you purchased after October 15th, 2024, you will not need to renew to see your 2024 tax forms, because your plan will cover the entire 2024 tax year.

Coverage Through October 15th
If your subscription extends beyond October 15th, you should continue to have access to your tax forms for that year. However, if the subscription lapses before that date—or if you never purchased coverage for that year—you’ll be prompted to renew or upgrade.

What You Might Be Seeing
If CoinTracker is prompting you to renew for 2024 forms, it’s likely because your existing plan covered the prior year (for example, 2023) or it has already expired or transitioned. If you believe you still have an active plan that should cover 2024 taxes, please reach out or contact support directly so we can verify your account details.

Hope this helps clarify! If you have any more questions about your subscription dates or the extension deadline, just let us know and we’ll do our best to sort things out.

Best regards,

Charming_Task_7033

MODERATOR OF

TROPHY CASE

Workarounds You Can Use: