Step-by-Step Instructions to to download your TurboTax files from 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:
PC/Windows instructions: https://support.microsoft.com/en-us/help/4028088/windows-zip-and-unzip-files
For TurboTax Online, use the CSV file.
For TurboTax Desktop, use the TXF file.
Step-by-Step Instructions to Import your file into TurboTax:
Step 1: Log into Turbotax.
Step 2: Browse Income and Expenses → Investment and Saving → Stocks, Cryptocurrency, Mutual funds, Bonds, Other (1099-B).
Step 3: Select No thanks.
Step 4: Select Continue.
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 and then click Continue.
*Note: If ZenLedger is not available as an option, please select 'Other(Gains/Losses)'.
Step 9: Drag and drop your TurboTax file from Zenledger to TurboTax or browse for it in your documents.
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!
TurboTax may ask you to review all of your transactions. A review will appear from any source added to TurboTax (both OAuth and CSV), not only Zenledger. Users can skip the review section by selecting Continue without reviewing.
TurboTax has limits on the numbers of transactions it can import, if it is more than their set number, we aggregate the file for the user. If you use our summary/aggregated TurboTax 8949 file that only reports one line for short-term and one line for long-term gains/losses, you still need to file or mail in your full 8949 to the IRS. Please consult a tax professional regarding this if you have any questions.
Important links regarding IRS Tax Filing:
IRS Filing Instructions: