CoinBase Clients

At, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

Realized Gain CSV Download

CoinBase provides a downloadable CSV file containing your realized gain information.

  1. Go to Dashboard
  2. Click on 'Visit taxes' link


  1. Select 'Documents' (Alternatively, go to directly)
  2. Click 'Generate Report', as needed.
  3. Download either TurboTax gain/loss report or Gain/loss report

See the screen shot below.

CoinBase Download Screen

See the screen shot below.

CoinBase Download Screen


If you have additional or newer information regarding CoinBase downloadable files, please email us at .




Try Then Buy

The app helps you self-prepare your 2023 or prior year Form 8949 and Schedule D (and Form 4797, if applicable). The app can also help you import your data into tax software applications.

You don't pay until after you review and approve our web application results.