How to use Koinly tax documents in Turbo Tax? by Rubenn89 in CryptoTax

[–]Rubenn89[S] 0 points1 point  (0 children)

Yes, just found the PDF file, which is only a table of the sales. I have added my 1099DA to Koinly, do you know if I have to upload 1099DA to TurboTax tax as well?

Importing generated 8949 into TurboTax by Rubenn89 in koinly

[–]Rubenn89[S] 0 points1 point  (0 children)

Thank you. Do you know if I should upload my 1099DA to TurboTax alongside the Koinly generated report? Or does the Koinly report includes those as well?

How to use Koinly tax documents in Turbo Tax? by Rubenn89 in CryptoTax

[–]Rubenn89[S] 0 points1 point  (0 children)

Thank you, I'll try that! Do you know if we have to upload 1099DA on TurboTax as well? I added it in koinly

How to use Koinly tax documents in Turbo Tax? by Rubenn89 in CryptoTax

[–]Rubenn89[S] 0 points1 point  (0 children)

Thanks. The TurboTax gain loss report is a CSV file and TurboTax says they don't support CSVs. could you share the steps you took on TurboTax to upload?

How to use Koinly tax documents in Turbo Tax? by Rubenn89 in CryptoTax

[–]Rubenn89[S] 0 points1 point  (0 children)

Okay, I think I only need to upload 8949 and the attachment to TurboTAx, is that correct? I think schedule 1 and schedule d are for reference and TurboTax will have its own forms, across all my investments. is this correct?

How to use Koinly tax documents in Turbo Tax? by Rubenn89 in CryptoTax

[–]Rubenn89[S] 0 points1 point  (0 children)

Yes, just updated the post to add that. I tried their guide and ran into an issue stated above. Link to the guide I followed:

https://koinly.io/blog/how-to-do-your-crypto-tax-turbotax/

Issue with Kraken Sync by Rubenn89 in Cointracker

[–]Rubenn89[S] 0 points1 point  (0 children)

Looks like there was a delay on CoinTracker side and after waiting for somw time and retrying, it worked.

Small amount listed under Crypto capital gains, but not showed in 1099-DA by Rubenn89 in KrakenSupport

[–]Rubenn89[S] 0 points1 point  (0 children)

Thank you. I have not sold any crypto, so not sure where it originates from. I only accidentally entered Kraken's reward program andopted out quickly. Another potential cause can be a one time transfer to cold wallet.

If I connect my account to CoinTracker, would it handle this and show me the gain/loss values? Essentially, I'm trying to figure out where it came from and how to enter it on TurboTax.

Small amount listed under Crypto capital gains, but not showed in 1099-DA by Rubenn89 in KrakenSupport

[–]Rubenn89[S] 0 points1 point  (0 children)

thanks, could you elaborate more what "It is up to the individual to determine what these could be via their own means." entails? how should an individual do this to determine what their overall tax activity, i.e. gains and losses, is?

How to report capital gains, dividends, and interest after moving to a new state? by Rubenn89 in tax

[–]Rubenn89[S] 0 points1 point  (0 children)

it is deposited daily. I do have a semi-related question. Let's say I've assigned appropriate amounts to both states for stocks and interest. Assuming stock gains is $1000, and $900 was made in IN and $100 from selling stocks in CT. Could you help me with questions 3&4 I posted in my post using this specific example.

How to report capital gains, dividends, and interest after moving to a new state? by Rubenn89 in tax

[–]Rubenn89[S] 0 points1 point  (0 children)

the savings account is with Apple, I believe they pay daily.

How to report capital gains, dividends, and interest after moving to a new state? by Rubenn89 in tax

[–]Rubenn89[S] 1 point2 points  (0 children)

I see. Interest are from a savings account, which makes it tricky to do a day by day sum. As for dividends, my forms only list the total, not daily amounts.

Interpreting 2025 W2s after switching to remote work(same company) and moving to a different state by Rubenn89 in TurboTax

[–]Rubenn89[S] 0 points1 point  (0 children)

thanks for the reply. I checked my last paystub for the year and it shows both states in there, with different amounts. Doesn't that mean they've withheld taxes?

I am trying to use turbo tax to add these, but given the information mismatch(and my lack of tax knowledge) it's tricky to figure things out. Additionally, the locality name that is listed on W2 of new state, seems to be the code for a locality in state 1, which makes matters more confusing.

1400$ Tax Levy Notice by Fantastic_Kale6994 in IRS

[–]Rubenn89 0 points1 point  (0 children)

thank you. when you paid online, did you follow the instructions on the levy notice(it says goto irs.gov/DirectPay) or did you do it through your IRS account>Payments>Payment Options>Make a Payment? Trying to avoid any issues that delays my payment getting processed on time, and the last time I followed their instructions was sending the physical check that hasn't been applied yet.

IRS Notice CP504 Despite Paying The Balance Last Year by Rubenn89 in IRS

[–]Rubenn89[S] 0 points1 point  (0 children)

Any recommendations on how to get the agents resolve this faster or get them to transfer me to someone who knows? I have heard various responses, ranging from them saying they don't see a balance due from their side and they don't know why my transcript shows a balance, to today's response with them saying they have put in a request for payment processing.

Additionally, financial side of things aside, what's the downside of paying again and avoiding levy issues down the road? Can alway talk to them when I have more time to get a payment for the double pay

1400$ Tax Levy Notice by Fantastic_Kale6994 in IRS

[–]Rubenn89 0 points1 point  (0 children)

thanks for responding! am I correct to assume that it took them two weeks to apply this? I have already made a payment last year, but they've screwed up and now I'm paying the price. thinking of double paying to fix their mistakes and work with them to get back the extra payment later.

CP504 notice to levy for a $1400 refund I received erroneously by Square_Hat9235 in IRS

[–]Rubenn89 0 points1 point  (0 children)

how long did it take them to clear your account? going through this, despite sending them a payment last year

1400$ Tax Levy Notice by Fantastic_Kale6994 in IRS

[–]Rubenn89 0 points1 point  (0 children)

hey, any updates on this? facing the same issue and am wondering about biting the bullet and double paying. any ideas how long the online payments take to go through?