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Report aggregation
Report aggregation
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Written by Robin Singh
Updated over a week ago

The following reports will be aggregated if you have a large number of disposals:

  • Complete Tax report

  • Turbotax report

  • IRS report

Complete Tax report

You will see this note in your Complete Tax report if the transactions have been aggregated:

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You can generate the Capital Gains report to see the full list of disposals.

Turbotax report

Turbotax only allows a maximum of 4000 disposals so Koinly will aggregate your transactions if you have more than that. The aggregation is done according to Turbotax guidelines.

IRS report

Your IRS report (form 8949) will be aggregated if you have over 100,000 disposals in the tax year. If you have fewer than 100,000 disposals in the year then your forms will include the full list. If you prefer to receive aggregated forms then you can contact our customer support team to request this.

This is how the aggregation works:

All disposals will be aggregated into two entries for each currency. One of these entries is the sum of all disposals that resulted in a loss and the other entry is the sum of all transactions that resulted in a profit.
The 'Date Sold' column will show the date of the first disposal that was included in the aggregated line. The 'Date Acquired' column will display the date of the acquisition used for this first disposal.

๐Ÿ”ต Example Let's say that Koinly was aggregating these 5 BTC disposals:
โ€‹01/01: 1 BTC sold for a profit of $4000
02/01: 2 BTC sold for a profit of $5000
03/01: 1 BTC sold for a loss of $1000
04/01: 1.5 BTC sold for a loss of $1500

05/01: 1 BTC sold for a profit of $500

These disposals would be aggregated into 2 entries, one for the total loss and one for the total profit:
01/01: a total 4 BTC sold for a profit of $9500

03/01: a total 2.5 BTC sold for a loss of $2500

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