chobo321
New Member

Would the Turbotax Assist and Review Package work for my needs?

Hi,

 

I am investing in Crypto long-term as well as doing a bit of swing trading (weeks to months). This would be my first year reporting Crypto taxes so I am looking for assistance. I use Koinly to keep track of all my transactions. The service also provides the ability to export a schedule 3.

 

Questions:

1. Would the Assist and Review package be enough?

- I have questions regarding Capital Gains vs Business. 

- Questions regarding specific types of transaction and how to account for them.

- etc..

2. Would the CPA be able to review my Koinly transactions as well? Koinly allows an account holder to share access by inputting their email. 

 

 

Thank you