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CryptoTax8949
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Everything you need to file with confidence

CryptoTax8949 is the web application for tracking and tax reporting. This page summarizes what the app delivers today.

Unified portfolio across exchanges and wallets

See holdings, balances, and activity in one place instead of logging into every platform at tax time.

  • Connect supported exchanges through secure API keys
  • Import self-custody and hardware wallet history via CSV
  • Track spot balances alongside open tax lots

Tax-loss harvesting

Identify positions trading below cost basis before year-end so you can offset realized gains within IRS rules.

  • Unrealized gain and loss views by asset and exchange
  • Scenario planning before you place disposal trades
  • Harvest opportunities surfaced with lot-level detail

Complete transaction ledger

Every economic event in one auditable timeline — not just buys and sells.

  • Trades, deposits, withdrawals, transfers, and internal movements
  • Interest, staking rewards, and other income events
  • Reconciliation flags when imports disagree or gaps appear

Cost basis that survives transfers

Lots keep their original acquisition price when you move assets between venues.

  • Transfer matching across exchanges and wallets
  • Per-lot cost basis preserved through partial movements
  • Mixed-source disposals split correctly on Form 8949

Year-end IRS Form 8949 reporting

Generate disposal schedules aligned with capital gains reporting — reviewed under CPA-certified methodology.

  • Short-term and long-term gain/loss classification
  • Export-ready 8949 line items with proceeds and basis
  • CPA-certified calculation engine (credentials published soon)

Flexible accounting methods

Choose the cost-basis method that matches your tax strategy and record-keeping.

  • FIFO, HIFO, and LIFO automation
  • Hybrid policies where permitted
  • Specific lot identification for targeted disposals

Exchange API connections

Pull trade history automatically instead of rebuilding spreadsheets every quarter.

  • Supported exchange list maintained in documentation
  • Read-only API permissions where exchanges allow
  • Incremental sync for ongoing accuracy

CSV imports from any venue

When an API is unavailable or incomplete, upload the exchange or wallet export you already have.

  • Column mapping for major exchange export formats
  • Combine API and CSV sources for the same account
  • Validation reports before numbers flow into tax forms

Outside our current scope

Honest positioning — common capabilities on CoinTracking, Koinly, CoinLedger, and CoinTracker that may appear on a future roadmap.

On-chain & DeFi

  • Automatic wallet sync via public blockchain address
  • DeFi protocols (DEX swaps, liquidity pools, lending, wrapping)
  • NFT cost basis and disposal tracking

Filing integrations

  • Direct TurboTax / TaxAct / FreeTaxUSA import partners
  • Form 1099-DA reconciliation against exchange reports
  • Schedule 1 income bundling beyond capital gains

Services & audiences

  • Done-for-you white-glove tax prep
  • Accountant / CPA firm multi-client portal
  • International tax reporting for non-US jurisdictions

Product surface

  • Native iOS and Android apps
  • Public security attestations (SOC 2, ISO 27001 badges)
  • Standalone crypto tax calculator micro-tools
  • Affiliate and referral marketplace

Advanced transaction types

  • Mining and validator income specialization
  • Airdrop, fork, and gift basis automation
  • Margin, futures, and derivatives tax treatment

See it in the application

Sign up at app.cryptotax8949.com to connect exchanges, review cost basis, and export Form 8949 schedules.

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No credit card required to explore · Annual plans scale with transaction volume