Koinly

How to generate a report and where to find previously generated reports

How to generate tax reports

Koinly tax reports

How to generate reports for custom dates

Report aggregation

Long term and Short term gains (1 year holding period)

How to add personal details to tax reports

How to use Koinly with Turbotax, TaxAct, etc.

Optimized HIFO (USA only)

How to Use Koinly with TaxCaddy

🇺🇸 USA: Migrating to wallet-based cost tracking under new IRS guidance

Filing using TurboTax

🇺🇸 USA: Uploading 1099-DA forms to Koinly

Control in which language your reports are generated and the number formatting (what character is used as decimal and thousands separator)

Report language and number formatting

Robin Singh

Carl

Jack

Tax Reports

Proceeds from sales & acquisition costs are very high

Number of disposals is higher than my transaction count

Reports don't show the date of purchase

Transactions in reports are not in Koinly

Common issues

2023, June 7th: Updates to UK and Ireland calculation methods

2024, Sept 18th: Updates to trade fee handling

2024, Dec 16th: Updates to transfer handling

2025, March 8th: Fixes to Optimized HIFO

2025, July 20th: Updates to Funding Fees and Futures Fees

Updates to gain calculations and methods

Using Koinly in Australia 🇦🇺

Guidelines and best practices when doing taxes in your country

Country-specific guides

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