Below you will find two sets of instructions - how to download your TurboTax files from ZenLedger and how to upload your files into TurboTax. You will also find information on where in TurboTax to add your taxable income number that is generated in ZenLedger.

Step 1: Make sure your tax calculation is updated and that your account is in the state that you want reflected in the report you upload for tax purposes.

Step 2: Navigate to the Tax page by clicking the Tax tab at the top of your account.

Step 3: In the Tax Forms box, select View all Forms.

Step 4: From this page, you can select the blue TurboTax button, and then select Download Turbotax Files.

Step 5: You will then get a zip file, which you can open and unzip. Below are instructions on how to unzip the file:

For TurboTax Online and Desktop, use the CSV file.

Step 1: Log into Turbotax.

Step 2: Navigate to the Wages and Income section on the Federal tab. Click the Edit/Add button next to Investments and Savings (or it may say Start if you haven't begun that section yet).

Step 3: Click Yes.

Step 4: Select Continue. You may get other questions before or after this step such as "Did you buy or sell NFTs" or "did you participate in staking", you can answer those and it will eventually bring you to the next step below.

Step 5: Select Enter a different way.

Step 6: Select Cryptocurrency and then click Continue.

Step 7: Select Use a CSV file and then click Continue.

Step 8: Select ZenLedger from the drop-down, mark the bullet for Gain/Loss report and then click Continue.

*Note: If ZenLedger is not available as an option, please select 'Other(Gains/Losses)'.
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Step 9: Browse for your TurboTax document from ZenLedger and select to add it (users sometimes report issues with drag and drop, so we recommend using the Browse button).

If you are still having trouble, TurboTax has great support. Check out this thread to get you started on finding the Cryptocurrency section in Premier Edition!
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The instructions above are designed to import your capital gains/loss CSV, but if you've also earned crypto income (such as staking rewards, dividends, etc) you will have to report this separately. You will see your taxable income number on the bottom left side of the ZenLedger Tax page.

Note*: External Transfer transactions are Incoming Transactions that are not paired with an Outgoing transaction as a Self-Transfer. We give the option to leave that number out of your total Taxable Income number shown on the Schedule 1.

Step 1: Click Wages and Income on the Federal Tab.

Step 2: Scroll down to the bottom and find the row labeled Less Common Income. Click on the drop-down arrow for that row.

Step 3: Navigate to the row that says Miscellaneous Income and click the 'Start' button.

Step 4: Scroll down to the last row that says Other Reportable Income and click 'Start'.

Step 5: Now you can enter your crypto taxable income. You can enter it all as one amount or break it down by the type as shown in the screenshots below. If you have any questions about how to list it, it would be best to consult with your tax professional. It is all taxed at the same rate (as income).