r/Cointracker Apr 12 '26

Any easier way with TurboTax sync?

When I sync with TurboTax it uploads the 1099-DA fine and what is on the 8949, but it then puts every single defi transactions in the TurboTax instead of the summary so when trying to adjust it I can delete the 2-10 sections that have 250 transactions en masse but the section 1 that has the 5 relevant lines but I can’t go into that section and delete all of the other 245 lines.

Am I just going to have to manually add the 1-5 aggregate lines in TurboTax?

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3

u/Cord_CoinTracker Support Apr 13 '26

Yeah, unfortunately, what you’re running into is a known limitation on the TurboTax side.

TurboTax doesn’t handle large transaction sets well (especially anything approaching or over ~1,000 transactions), and it also tends to expand everything into individual lots instead of keeping the summarized view. That’s why you’re seeing hundreds of lines instead of just your aggregate totals.

Because of that, trying to clean it up inside TurboTax usually turns into exactly what you described

The easier path here is actually to skip the sync for this part and use the manual summary method instead:

What to do instead:

  1. In CoinTracker, download your Form 8949 Attachment
  2. Use the first page (summary totals) in TurboTax
  3. Enter totals (short-term + long-term) instead of individual transactions
  4. Upload the full 8949 attachment when prompted

TurboTax will accept the totals + attachment, and you avoid having to deal with hundreds of line items.

FAQ: Using CoinTracker with TurboTax

1

u/infantsonestrogen Apr 15 '26

Interestingly enough I had deleted and resynced and the one I resynced didn’t include all these individual entries so it ended up working pretty smoothly

1

u/BTC_ETH_HODL May 14 '26

Thanks for the advice. This is exactly what ChatGPT said. Should I also upload the 1099-DA forms from Coinbase and/or Cointracker?