CoinTracking Review

CoinTracking charges by plan length and the total number of transactions stored. While you are subscribed, a paid plan includes reports for every tax year, which can make preparing unfiled years or correcting an earlier return cheaper than buying each year’s report separately. The allowance includes the entire imported and manually entered history across linked accounts. It never resets at the start of a new year.

Older acquisitions, transfers, and repeated reward entries can push an account with few current-year trades into a higher tier. A wallet’s balance says little about how many records it needs. A position accumulated through hundreds of small purchases retains that history even if it is sold in one transaction.

These examples exclude discounts, taxes, and professional services. Two-year and lifetime purchases are also available. Unused subscription value can reduce the cost of an upgrade. For a small history, Starter offers inexpensive reporting, but the price jump to automatic imports is substantial.

New accounts receive seven days of unlimited imports. The current pricing page says that after the trial, the free account only shows the existing portfolio, with payment required for new imports and tax reports. Our trial showed a gain summary but masked the detailed report and required an upgrade to download it. The older Membership Plans guide still describes up to 200 free imports and manual API imports on Starter. It conflicts with current pricing, so confirm API access for your account before relying on the lower tiers.

Card and PayPal subscriptions renew automatically. Refunds are generally available within 14 days of purchase through a form supplied by support. A refund request does not cancel renewal, so cancel that separately.

CoinTracking’s Data Retention guide, dated Aug. 25, 2026, says transactions, imports, and reports are deleted 90 days after a canceled paid subscription ends. CoinTracking’s $19 annual Data Retention plan preserves view-only history for subscriptions billed through Stripe, without editing or new reports. PayPal subscriptions are not yet eligible, though CoinTracking says it plans to extend the plan to them.

These terms concern cancellation of a paid subscription, with separate rules for a new user’s trial. The Membership Plans guide, dated Jul. 29, 2026, instead says expired subscriptions keep their transactions. At the time of this review, both guides are online, so confirm which applies before canceling. Export your data before you cancel.

CoinTracking supports exchange APIs, public wallet addresses, CSV files, and manual transactions. A long trading history may need more than one import method because an exchange’s API does not always include its earliest records. Importer-specific guides list known gaps and explain how to rebuild the missing history.

Combining Bitget’s API and CSV history can create duplicates. If you replace overlapping API imports with CSV files, back up the account first. The Duplicate Transactions report helps identify repeated entries, but differing formats or identifiers can still require review.

Pro updates up to 10 wallets daily, Expert up to 30, and Unlimited up to 100. Additional wallets can be imported without receiving those daily updates. An investor with coins in many addresses may therefore outgrow the syncing allowance before reaching the transaction ceiling.

CoinTracking provides several ways to investigate a discrepancy: transaction validation, unmatched-transfer reports, negative-balance analysis, filters, and bulk editing. These help with a history assembled from many sources because the wrong gain may originate in a missing purchase or an incorrect valuation well before the sale. The pricing page lists Advanced Tools as an Unlimited feature. Check which of these tools your chosen plan includes.

CoinTracking’s manual editor stores each trade amount and its dollar value in different fields. Consider a purchase of 1 Ether (ETH) for $1,000 plus a $10 fee, followed by a $1,500 sale with a $40 fee. The expected gain is $450. In a manual-entry check using the US profile, US dollars, tax year 2025, and first-in, first-out (FIFO) accounting, changing only the trade amounts left a $500 gain unchanged. Updating their stored dollar values as well produced the correct $450 result.

For manual entries, include a fee paid in either asset of the trade in the actual amounts. A fee charged in the currency you spend increases the amount spent; a fee taken from the asset you receive reduces the amount received. In the dollar-fee example above, this means increasing the purchase payment and reducing the sale proceeds. The fee field is mainly informational in that case and does not adjust the gain by itself. This check covered manual entry. It does not show how an exchange importer handles fees.

When the fee is paid in a third asset, such as BNB on a trade between other coins, the fee can appear as a separate transaction, with an advanced option to add its value to the related trade. Matching timestamps and exchange names, or imported Trade IDs, connect those entries. Investors who pay fees in a third asset should expect extra reconciliation work linking those fee entries to their trades.

Trade List filters and import-source columns help separate manual entries from exchange records. Use Comments for notes about a correction. A backup made before larger changes lets you roll back, though it leaves out custom prices. Keep correction notes out of the Group field on sales, because from tax year 2025 that field sets each sale’s Form 8949 box.

The Ethereum importer supports decentralized finance (DeFi) activity on Uniswap, including trades and liquidity pools. Specific transaction types cover pool deposits, liquidity-provider (LP) token receipts, withdrawals, and rewards.

Frequent rewards fill the allowance quickly. Over a 365-day year, one recorded reward each hour would create 8,760 entries, more than Pro’s 3,500-transaction allowance even with no trading.

Solana appears in the liquidity-pool import list, but NFT imports have their own chain list, so check Solana NFT support separately. For manually entered NFTs, the distinct identifier prevents different assets from being lumped together under a shared collection ticker.

Pool, NFT, and custom-price tools suit someone willing to investigate unrecognized tokens and repair valuations. The investor still needs records supporting each asset value entered. Automatic syncing on Pro saves import time but does not replace valuation work.

A CoinTracking subscription produces crypto tax calculations and reports, but account preparation and the certified public accountant (CPA) tax service cost extra. An accountant can use the disposal-level records to investigate individual entries instead of receiving only a total gain.

Account currency and report country are independent settings. Selecting United States does not convert a portfolio tracked in euros into dollar reporting. Change the account currency to USD before generating the Form 8949 CSV.

For tax year 2025 onward, CoinTracking uses the transaction Group field to assign 1099-DA reporting status to the relevant Form 8949 section. It requires the valid 1099DA_ values listed in CoinTracking’s 1099-DA guide, with “Group by day” turned off. Empty or invalid values default to Box I for short-term sales or Box L for long-term sales.

For ordinary digital-asset sales, those boxes identify transactions not reported on Form 1099-DA. That default does not compare entries with a broker statement. Any sale that appears on a broker’s Form 1099-DA needs a valid Group value, checked against that form, before export.

Read-only exchange connections give CoinTracking access to your account data without permission to trade or withdraw. Two-factor authentication through an authenticator app protects the login. If you lose the authenticator, a saved backup code restores access. Without one, support can remove two-factor authentication after checking account ownership.

Keep the original source files in case you need to restore the account or switch services.

The security page says data is stored only in Germany, but the privacy policy names AWS hosting in Dublin, Ireland, and US processing of File Converter samples.

CoinTracking’s website hosts a ConformityZert certificate for ISO/IEC 27001:2022, valid until Oct. 1, 2028, covering its tracking, reporting, and supporting operations. It concerns information-security management, not the correctness of tax calculations.

Technical help is available through tickets and email, supported by a chatbot and task-specific documentation. Staffed hours are Monday through Friday, 8:00 am to 6:00 pm Coordinated Universal Time (UTC), in English and German. Support aims to reply within 24 hours on business days, with possible tax-season delays.

Account Review, Account Service, and the US Tax Service are billed on top of the regular subscription. An Account Review is suitable when the history is already assembled and needs scrutiny. The preparation services address the larger job of importing and correcting the records themselves.

Accountant access uses CoinTracking’s Corporate Account arrangement, with the user’s consent. If your preparer does not use a CoinTracking Corporate Account, send them exported reports instead. Handing over exported reports can be less convenient than services that let an individual user invite an accountant directly.