CoinTracker: Portfolio & Taxes

CoinTracker is a Finance tool that helps users calculate crypto taxes, generate forms, and track their portfolio. It integrates with major tax software and exchanges to simplify crypto tax reporting.

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At a glance

Pricing

Freemium

Free tier

Yes

API

Skill level

Non-technical

About

What is CoinTracker: Portfolio & Taxes?

CoinTracker is a comprehensive crypto tax software and portfolio tracker designed to simplify tax reporting for cryptocurrency investors. It automatically syncs transaction data from various exchanges, wallets, and blockchains to calculate capital gains/losses and generate IRS-ready tax forms like Form 8949 and Schedule D. The platform helps users understand their tax liability, identify tax-saving opportunities through features like automatic tax loss harvesting, and reconcile new IRS forms like 1099-DA. CoinTracker partners with TurboTax and H&R Block for seamless e-filing and offers a free plan for portfolio tracking and tax summary previews, making it accessible for a wide range of crypto users.

Best used for

Ideal for crypto investors who need to accurately calculate their crypto tax liability, generate necessary tax forms, and track their entire digital asset portfolio. Especially valuable for those looking to simplify tax season by integrating with major tax software like TurboTax and H&R Block.

Common actions

calculate crypto taxes

generate tax reports

track crypto assets

optimize tax liability

iosmobile_app

Capabilities

Key features

Calculate crypto taxes
Generate tax forms
Track crypto portfolio
Automatic tax loss harvesting
Reconcile 1099-DA forms
Sync exchanges and wallets

Target Audience

accountantinvestor

Integrations

turbotaxh&r block

Pricing & Plans

Freemium

Free

FAQs

Is CoinTracker free to use?

Yes, CoinTracker offers a free plan that includes unlimited portfolio tracking and a tax summary preview. Users can import all transactions from exchanges and wallets at no cost to monitor performance and see their tax liability, only upgrading when ready to generate official IRS forms.

How does CoinTracker help with the new 1099-DA form?

CoinTracker helps users make sense of the new IRS Form 1099-DA by identifying cost basis and calculating proceeds. This ensures users don't overpay taxes, as the IRS might assume a $0 cost basis without proper reconciliation, leading to higher tax calculations.

What countries does CoinTracker support for tax reporting?

CoinTracker supports crypto investors in many countries globally, including the U.S., U.K., Canada, Italy, Germany, Spain, and Brazil. The platform connects to exchanges and wallets worldwide to help users calculate gains, income, and transaction history for tax reporting.

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