CoinLedger Review

A purchased tax year stays available for revisions and further downloads within its transaction allowance. Additional records that exceed the allowance require an upgrade, charged as the difference between tiers. Completed purchases cannot be downgraded, so choose the allowance after cleaning up your imports.

The public pricing page lists Hobbyist at $49, Investor at $99, and Pro from $199. A logged-in account showed the 2025 prices below on Oct. 9, 2026. These USD quotes exclude any checkout adjustments.

The free account includes imports, transaction edits, holdings, and individual gain details for preparing your history. During the review, its detailed short-term and long-term tax summary and capital-gains comma-separated values (CSV) export required payment.

Plan usage counts billable activity in the selected tax year, not every visible row. The current pricing FAQ counts buys, sales, trades, income, outgoing payments and gifts, merged transfers, and fees, including fees on failed transactions. Non-taxable deposits and withdrawals are excluded when recorded separately, as is uncategorized activity. CoinLedger excludes a combined value of up to $25 in qualifying staking rewards, interest payments, and small payouts from the billable count.

These examples exclude discounts, taxes, and professional services. A backlog adds a full report price for each unfiled year, so compare a subscription that includes historical reports before buying several years separately.

The refund policy requires a request within 14 days, no downloaded tax reports, and a bug or product limitation verified by support that prevents an accurate report. Missing history and a change of mind generally do not qualify. These conditions limit the money-back promise on the pricing page. Check your imports in the free account first. A purchase is not an unrestricted refundable trial.

CoinLedger can bring together exchange records, public-wallet activity, and files prepared in its Universal CSV format. The integration directory includes Coinbase, Kraken, Binance, and Crypto.com.

A Coinbase Advanced portfolio created after the original authorization may be absent from the imported history. To recover the missing records, create a new Coinbase connection with access to all portfolios. Remove the old import after confirming the replacement has brought them in. Reconnecting can therefore be necessary even when the existing connection still works.

For per-wallet tracking, create a separate source account for each wallet. In our CSV import test, different wallet names in the optional Platform column did not split records into separate accounts.

In the same test, a faulty CSV file produced errors one at a time: fixing an invalid date exposed a missing asset on the next attempt. Neither attempt added any rows. Files with several errors may therefore take repeated uploads to diagnose.

CoinLedger’s free transaction view makes a gain easier to investigate because proceeds, cost basis (what you paid for the asset, including purchase fees), fee, and gain are visible together. Filters and gain sorting help locate unusual gains without opening every record. An investor with missing purchase history can work back from the disposal that looks wrong without paying for anything.

The six cases below cover fees, first-in, first-out (FIFO) accounting, transfers between wallets, and record cleanup. CoinLedger matched the independently calculated basis and gains in a tax year 2025 CSV check using the US profile, US dollars, and per-wallet tracking. Restoring the missing purchase corrected the gain without a manual basis or proceeds override.

The free annual gain total provides another figure to compare with individual disposals during cleanup.

CoinLedger flagged transactions in different accounts that matched an existing entry, even when their transaction IDs differed. That can catch the same trades imported twice from overlapping files, but it can also flag two separate trades that look identical. Skipping keeps only the existing record, which is right for a repeated import but drops a separate second trade. Importing the flagged row adds it. Compare each warning with your exchange statement to decide which applies.

Extensive gaps may still need outside help to document the values you enter, because a manual position cannot reconstruct an unavailable exchange statement.

CoinLedger imports decentralized finance (DeFi) activity on Uniswap through the public Ethereum address used for the trades. It also supports categories for non-fungible tokens (NFTs).

Uncategorized activity is excluded from report calculations until it receives a classification. An import can therefore finish with an incomplete gain or income total. Filter for uncategorized records and classify them before choosing a plan, since newly classified records can raise the billable count.

The download area separates US forms, filing-software exports, and supporting CSVs. CoinLedger prepares the crypto reporting information for an accountant or your tax-filing software. A self-service report purchase does not submit the complete return.

From tax year 2025 onward, CoinLedger’s TaxAct instructions use manual entry instead of a gain/loss CSV upload. TaxAct users enter proceeds and basis totals from consolidated Form 8949 PDFs for each source and each short-term or long-term category, then enter income separately.

For tax year 2025, Form 8949 generation asks whether each relevant exchange issued, or is expected to issue, a 1099-DA with basis, without basis, or no form. The 1099-DA dashboard accepts exchange PDFs and compares their figures with the combined transaction history. A corrected PDF can replace an earlier upload.

That comparison can help explain why an exchange statement differs from your CoinLedger history, which also includes purchases and transfers from other sources. The transaction history remains the place to repair a missing purchase.

Read-only exchange permissions and public wallet addresses limit what an import connection can do. CoinLedger cannot trade or withdraw through those read-only connections.

The public privacy policy expressly limits its scope to website information, while mentioning sign-up email addresses, IP addresses, and cookies. The public privacy policy and security page do not specify how long CoinLedger keeps uploaded financial history or when deleted data leaves its backups. Before closing the account, export your transaction history from Data Tools and check whether you need to include ignored transactions, which are excluded by default. Save the CSV and your purchased reports outside CoinLedger.

With the Require SSO setting for single sign-on turned on, password sign-in stops working and your CoinLedger login depends on the security of your Google or Coinbase account.

CoinLedger aims to reply within one business day, except on holidays and during busy periods.

Arrange submission of the complete return separately. The Expert Review and Done For You descriptions cover the crypto reporting work.