You have the corrected numbers. Here is how they get onto a return.
Most crypto tax products stop at a file and leave you to work out the rest. This page is the rest: which file goes into which program, where the import lives, what to check afterwards, and what to do when the import is refused — because it sometimes is, and the answer is not "start again".
An honest note first. We have tested that every file we produce is well-formed and imports cleanly in our own checks. We have not put each one through a live paid account at every vendor, and we will not claim we have. Where that matters, it says so below. If an import behaves differently for you, tell us and it gets fixed — that is worth more to us than a confident sentence here.
Which file, for which program
| Where you file | Use this | Where the import is | Verified |
|---|---|---|---|
| TurboTax Online | TurboTax CSV | Wages & Income → Investments → add an account → upload a CSV from another provider | format documented, not vendor-tested |
| TurboTax Desktop | TXF | File → Import → From Accounting Software → TXF | format documented, not vendor-tested |
| H&R Block Desktop | TXF | File → Import → TXF file | format documented, not vendor-tested |
| TaxAct Desktop | TXF | File → Import → TXF | format documented, not vendor-tested |
| Your accountant | Form 8949 CSV + the workpaper pack | Send the share link; every figure links to its evidence | this is the path we test most |
| By hand, or software with no import | Schedule D + Schedule 1 sheet | Six line totals, typed once | arithmetic, checkable line by line |
TXF is the reason one file covers three desktop programs: it is an old interchange format that all of them still read. It is also why the next section matters.
The one thing to check after any import
The Form 8949 checkbox. Tax year 2025 added six digital-asset boxes to Form 8949 — G, H and I for short-term, J, K and L for long-term — and the IRS instructions say outright not to use the securities boxes for digital assets. TXF version 042 predates those boxes and has no code for them, so each row carries the code of the matching securities category and the file includes a note saying so. After importing, open the 8949 your software produced and confirm the checkbox is the digital-asset one.
Most published guides still say A–F for crypto. They are describing a form that changed. What the 1099-DA actually reports →
When the import is refused
Too many rows
Online products cap imported transactions — a few thousand is common. Form 8949 lets you report totals and attach the detail instead of listing every row, which is what high-volume filers do. The Schedule D sheet gives you exactly those totals, and the workpaper pack is the attachment.
"Unsupported file"
Usually the wrong file for that product: online products want the CSV, desktop ones want the TXF. Check the table above before assuming the file is bad — and if it still refuses, send it to us. A rejected import is a bug on our side until proven otherwise.
The totals do not match
Compare the Schedule D sheet against what your software shows. Every figure we produce traces to rows you can open, so a difference is findable rather than mysterious — and it is usually a second broker's 8949 that also has to go on the same lines.
Income landed in the wrong place
Staking, rewards and airdrops are ordinary income, not capital gains, and 2025 gave them their own line: Schedule 1, line 8v. Some importers drop them into the capital-gains section. The Schedule 1 figure on your sheet is what should be on 8v.
What we do not do
Said plainly, because the absence of these is a choice and not an oversight.
- We do not file your return. We produce the corrected forms and the evidence behind them; you or your preparer file. That is the line between tax software and a tax preparer, and we stay on our side of it.
- We do not e-file directly to the IRS. That needs a partnership we do not have, and pretending otherwise would waste your time in April.
- We do not review your return. Nobody here checks your numbers against your life; the engine checks them against your records.
- We do not decide the questions that are about you. Whether staking is a business, whether a transfer was really yours, which lot you meant to sell — those become decision cards with the consequence of each choice shown, and you answer them.
Start where the numbers are wrong
None of this helps if the gain itself is overstated. A 1099-DA reports what you sold and often not what you paid, and the free scan rebuilds the missing cost before any of these files are worth importing.
Run the free scan Or read the Basis Passport spec →
Sources: IRS Form 8949 instructions (2025) — digital-asset boxes G–L and the instruction not to use securities boxes for digital assets · Schedule D (Form 1040) instructions (2025) — codes G–L added to lines 1b, 2, 3, 8b, 9 and 10 · Schedule 1 (Form 1040) 2025, line 8v · Form 8949 instructions on reporting totals with an attachment. Retrieved 27 August 2026.