Feature Requests

Users Feature Request: CoinTracker used to offer Max Year Balance and Year End Balance on the Tax Center, and they are useful for certain users and tax professionals. As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to Complete should we pursue this feature. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keyword: tax center, max year balance, year end balance

What is being requested? Improve the consistency and accuracy of Tax Loss Harvesting (TLH) suggestions when assets are staked. Specifically: Ensure TLH wallet balances match the transaction page balances. Warn users about transaction history errors that may impact TLH recommendations. Prevent TLH from suggesting sales of staked assets or clearly indicate if an asset is staked under "Wallets to sell from." Why is this needed? Users rely on TLH recommendations to make tax-efficient trades. However, inconsistencies between TLH wallet balances and transaction page balances create confusion and potential inaccuracies. Additionally, TLH currently suggests selling assets that are staked, which may not be feasible. A warning system would help users avoid acting on incomplete data. What can users do now? Users must manually verify balances on the transactions page before following TLH recommendations. They can check if assets are staked in their wallets,. No built-in warnings exist; users must review their transaction history manually. Keywords: Tax Loss Harvesting, TLH errors, staked assets, wallet balance mismatch, transaction history warnings

About A "Simulation tool" would be useful in CoinTracker CT to receive quick feedback on potential transactions txs E.g. This can be useful to maximize income within a certain tax bracket for users that plan to have a higher income in the upcoming tax year Workaround I manually created multiple txs using trial and error to figure out how much of an asset to sell to realize a certain amount of profit

Users Feature Request: Implement support for German tax calculations and the generation of German tax forms in CoinTracker. This feature should include: A detailed overview of which transactions lead to specific types of income. A breakdown of income categories such as long-term and short-term trades, staking, bonuses, and capital income like futures contracts. Totals for each category to match the structure needed for German tax reporting. Asset purchase prices for each transaction to aid in accurate tax calculation. As a user, what can I do? You can 🔼 upvote this feedback post to indicate your interest in this feature! The post status will be updated to “Complete” if the feature is implemented, and up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your feedback and for helping us improve your CoinTracker experience! Keywords: German tax calculations, German tax forms, cryptocurrency taxes

Users Feature Request: Support Spain tax calculations and generate Spain tax forms As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! The post status will be changed to Complete should we pursue this feature. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly. Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keyword: spain, taxes, tax forms

Users Feature Request: Enhance CoinTracker to support specific identification for cryptocurrency transactions/lots, allowing users to selectively identify which coins/lots are being disposed of in each transaction for tax purposes. This method offers an alternative to the First In, First Out (FIFO) method and can be beneficial for tax optimization. Specific identification requires detailed tracking and reporting capabilities to comply with US tax regulations and potentially other jurisdictions where similar options are permissible. More Information: CoinTracker Capital Gains Options IRS Virtual Currency Transactions FAQ As a user, what can I do? You can 🔼 upvote this feedback post to indicate you would like this feature added! The post status will be changed to Complete should we pursue this feature. Up-voters will be notified of the status change. I need additional assistance, who can I contact? For further assistance, please contact our support team directly . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keywords: specific identification, US tax rules, cryptocurrency taxes, FIFO, tax optimization

Users Feature Request: CoinTracker provides a detailed Capital Gain/Loss report in the form of a CSV file, following the UK's share pool accounting requirements . Provide: More detailed forms or the actual HMRC forms to be generated (similar to how CoinTracker generates IRS forms in the United States). Better tagging options for UK tagging. As a user, what can I do? You can upvote this feedback post to indicate you would like this feature added! Additional Information We have information on feature requests and what the status means in our help center . For further assistance or inquiries regarding this feature request you can contact the support team . Thank you for your feedback and cooperation as we work to enhance your CoinTracker experience! Keywords: UK, United Kingdom, tax forms, tax reports, tagging

Feature Request: Blockchain.com API Integration What is being requested? The ability to integrate Blockchain.com with CoinTracker via API key for automatic syncing of transactions. Why is this needed? Blockchain.com is a widely used wallet and exchange platform. Currently, users are unable to sync their transactions automatically, which requires them to manually import transaction data. Integrating Blockchain.com with API support would: Enhance real-time visibility of assets. Improve accuracy in tax reporting. Eliminate the need for manual CSV imports. What can users do now? Currently, users must manually import transactions from Blockchain.com using CSV files. Keywords: Blockchain.com , API integration, CoinTracker sync, tax reporting, portfolio management

Feature Request: Include Net Futures Gains in Tax Forms/Tax Summary (Form 8949 & Schedule D) What is being requested? Users would like CoinTracker to automatically incorporate net futures gains into tax documents, particularly Form 8949 and Schedule D . Currently, net futures gain/loss data is only accessible by filtering the Transactions page for the Margin gains category — it is not included in exported tax forms . Why is this needed? Without this integration, users are left to manually adjust tax forms, which increases the risk of errors and reduces the usefulness of CoinTracker’s automated reporting tools. Including these gains directly in the tax reports would streamline tax filing and improve compliance for users engaging in margin or futures trading. What can users do now? Until this feature is implemented, users can follow these manual steps: Filter the Transactions page for the Margin gains category Download the transactions history CSV Consult a tax professional to ensure accuracy and compliance. Manually add a line item to the Capital Gains CSV or Form 8949 titled "Net Crypto Futures" with the total PnL (profit or loss). Manually update Schedule D, referencing the added entry. Refer to our Margin Trading Tax Guide for general guidance. Manual Entry Format for Form 8949 & Schedule D: Description of Property: Underlying asset (e.g., BTC, ETH) Date Acquired: Date the position was opened Date Sold: Date the position was closed Proceeds: Realized profit or loss (PnL) Cost Basis: \$0.00 Gain/Loss: Same as PnL (may be negative) Additional Integration Suggestions Display the net futures gain/loss as a separate line on the tax summary page, while still including it in the dashboard’s total net gain/loss . Tag "margin" transactions into a separate cost basis queue , excluded from capital gains calculations, mirroring behavior for exchanges like Kraken and BitMEX. Disclaimer This integration assumes reporting according to standard tax treatment for margin trades. It does not cover Section 1256 contracts, 475(f) trader elections, or other advanced tax scenarios . Users should consult a tax advisor to determine the correct treatment for their situation. Keywords: net futures gains, tax reporting, Form 8949, Schedule D, margin trading, futures profit and loss

About Seamless connection from CoinTracker to TurboTax TT desktop products through the API to import all relevant transaction tx data Match experience connecting to brokerage accounts through the API like with Fidelity, Schwab, Robinhood etc. TurboTax desktop advantages Stays signed in to the tax return Does not sign out of the app compared to the web app which signs out frequently after inactivity Can save multiple working versions of your return with .taxYYYY files Useful for quarterly estimated taxes for users with crypto investment income and|or self employed UX issue with TurboTax uploads Location: CT "Tax" view > "Tax filing software" tab The "TurboTax CD/Download File" option downloads a .txf file which is not compatible with TurboTax desktop. This seems like the appropriate option for TurboTax desktop because of the "Download File" in the name. Workaround: Users of TurboTax desktop should use the CSV file to upload into the TurboTax desktop app under "TurboTax Online File" > Downloads .csv as seen in the screenshot