1040 Crypto gain template import

The Crypto gain template import feature helps you populate many fields on the
Virtual Currency Gains
screens.
  1. Get the
    1040_2023_Crypto_Gain_Template.xlsm
    file from the file download page and download the template. This is your starting point for data import.
    Required fields for import:
    • TR_Setup tab
      • Firm ID
      • Account ID
      • Year
      • Tax Type
      • Locator
    • TR_XXXX_CryptoGain_Detail
      tab (XXXX = 1040)
      • Asset description
  2. If macros are enabled, selecting a field with a fixed value will trigger a pop-up dialog. Choose the correct value from the description provided, and it will automatically populate the field. If you prefer not to use macros, refer to the
    TR_1040_CharContri_Strings
    tab for the necessary values.

Template tabs

TR_Setup
  • Header Information
    : includes firm ID, account ID, and locator number. These fields are fixed.
TR_XXXX_CryptoGain_Detail
  • Data Entry
    : Enter your data here. The first and second rows are fixed.
  • Column Order
    : The first column must remain the first column. The remaining columns can be moved or deleted to fit your needs.
  • Rows
    :  Subsequent rows will import into a single locator (locator number entered on the
    TR_Setup
    tab). Each row will consist of a separate description to be imported into the program.

Checking Field Details

  • Field Info
    : To see which column heading transfers to which field, right-click on the field in the Organizer screen, select
    Field Info
    , and check the details.

Navigation for fields in the crypto gain template

For 1040: Organizer > Gains and Losses > Virtual Currency Gains and Losses > Add New.
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