Tax Summary Report Missing Individual Transactions for 2024 and Earlier
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Ryan
What is the issue?
The Tax Summary Report does not display individual transactions for prior tax years, while recent years (e.g.: 2025) include both summary and individual transactions.
Who is affected?
Non-US users downloading the Tax Summary Report for prior tax years.
What is the workaround?
Users can download the Capital Gains CSV report to review transactions that resulted in capital gain.
You can upvote this forum post to indicate you are experiencing this behavior. The post status will be changed to Complete once a fix is rolled out to all users. Up-voters will be notified of the status change.
Keywords: tax summary report, transactions missing, prior years, non-us, csv workaround
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This behavior is expected for tax years prior to 2025. The Tax Summary Report for earlier years is designed to display summary-level information only and does not include individual transaction breakdowns.
For a detailed view of transactions, please download the Capital Gains CSV report for the respective year, which includes all underlying transaction data.
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