US Crypto Tax

Structured preparation for one filing season of US crypto activity, aimed at TurboTax Form 8949. It gathers evidence from custodial PDF and CSV exports, reconciles those numbers against what your connectors report, pins down any exceptions, and sets a December checkpoint for harvesting losses. It does not e-file.

shared by @scgerber

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsworkflow

What it does

Structured preparation for one filing season of US crypto activity, aimed at TurboTax Form 8949. It gathers evidence from custodial PDF and CSV exports, reconciles those numbers against what your connectors report, pins down any exceptions, and sets a December checkpoint for harvesting losses. It does not e-file. It runs when you ask it to, rather than on a timer.

Before you install

Open the share link and read the instructions it carries before you add it. @scgerber shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

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