CoinTracker offers several reports to help you track your crypto activity and prepare for tax filing. These reports are generated from the data you provide, giving a detailed view of your transactions, gains, and holdings for a given tax year. You must have a paid plan to access these reports.
Why are reports important?
Some reports are informational while others are required for reporting. Filing all required tax forms and reports is important because it keeps you legally compliant and helps you avoid penalties, interest, and IRS audits. It also allows you to claim refunds and tax credits to potentially save more money.
What each report shows
Report availability may vary depending on your country.
Unified capital gain/loss & income report
- A combined report that includes capital gains, losses, transactions, and income for the year in a standardized format. Use this report when you want a quick snapshot of everything in one place.
Transaction history CSV
- A detailed record of every transaction in the selected tax year — buys, sells, sends, receives, and transfers across all your connected wallets and exchanges. Each transaction includes the type, timestamp, asset quantity, and a breakdown of the cost basis for each asset sent or received. Use this report to review your full transaction history or share it with your tax professional.
Capital gains CSV
- A list of every realized capital gain and loss for the tax year. Each entry distinguishes between short-term and long-term gains based on the holding period, and uses the cost basis method you've selected in your CoinTracker settings (FIFO, LIFO, or HIFO). Use this report when filing your capital gains.
End of year balances CSV
- A snapshot of your wallet balances at the end of the selected tax year. Each entry shows the final quantity and fair market value of each asset, broken down by wallet. Use this report to reconcile your year-end position and verify your overall portfolio value.
Income report CSV
- A list of every miscellaneous income event in the selected tax year — staking rewards, airdrops, interest from lending, mining rewards, and other income-generating events. Each entry includes the amount received, the asset, the date, and the value at the time of receipt. Use this report to file taxable income that isn't tied to capital gains.
Derivative report CSV
- A breakdown of margin-related gain and loss transactions for the selected tax year. If you trade with leverage or use margin accounts on platforms that support borrowing, this report isolates that activity from your standard capital gains and losses for accurate tax reporting.
CSV reports and official tax reports
While CSV reports do not substitute the official tax forms, they support your tax reporting and can be shared with a tax professional. CoinTracker generates country-specific tax reports, which can be downloaded from the Tax Center page.
Please note: Downloading a report counts as downloading a tax form for refund-eligibility purposes. Once you've downloaded any report, your CoinTracker plan is treated as used for the tax year.
To have access to a full tax report of the new tax year, you may need to renew your CoinTracker plan early.
Form 1040-NR
CoinTracker does not generate Form 1040-NR, the US nonresident alien income tax return. Your capital gains and income reports give a tax preparer the transaction-level records needed to prepare the return. Depending on your facts, crypto capital gains may be reported on the standard Form 8949 and Schedule D, or under the separate Schedule NEC rules for nonresident aliens. CoinTracker does not determine which treatment applies or advise on how to complete Form 1040-NR.
If you run into any issues, please don't hesitate to reach out to our support team for help.