How to Upload Transaction Data to Koinly for US Crypto Taxes (2026 Guide)

Emma

— 2 min read

Filing cryptocurrency taxes in the United States can be challenging. Every trade, NFT sale, or staking reward may count as a taxable event under IRS guidelines. Koinly helps US crypto investors simplify tax reporting by allowing you to upload transaction data using CSV files, ensuring accurate capital gains and income calculations.

Here’s a step-by-step guide for US users on uploading CSV files to Koinly in 2026.

Why CSV Uploads Are Important for US Crypto Taxes

The IRS treats cryptocurrency as property, meaning every sale, trade, or exchange may trigger capital gains or losses. Many exchanges do not provide full US tax forms, or your trades might span multiple platforms.

Using a CSV file to import your transaction history into Koinly allows you to:

  • Accurately calculate short-term and long-term capital gains
  • Track crypto-to-crypto trades for IRS reporting
  • Include staking, mining, NFT sales, and DeFi income
  • Generate IRS-compliant reports like Form 8949

Step 1: Export Your CSV File From Your US Exchange

Most US-friendly exchanges like Coinbase, Kraken, Binance.US, Gemini, or KuCoin US accounts allow you to export transaction history:

  1. Log in to your exchange
  2. Navigate to Transaction History / Reports
  3. Select the date range for the tax year
  4. Export as CSV
Tip: Label your file clearly, e.g., Coinbase_Transactions_2026.csv for easier tracking.

Step 2: Log in to Koinly

Visit www.koinly.io and log in. If you’re new, create a Koinly account — the free plan lets you preview your US tax reports before upgrading.

Step 3: Navigate to CSV Upload

  1. Click on “Wallets” in the dashboard
  2. Select “Add Wallet/Exchange”
  3. Choose CSV File Upload

Step 4: Upload Your CSV File

  1. Click “Upload CSV”
  2. Select the file you exported from your US exchange
  3. Map the CSV columns to Koinly’s fields (Date, Type, Amount, Currency)
  4. Click “Import Transactions”

Koinly will automatically categorize transactions according to US tax rules.

Step 5: Review and Adjust Transactions

After uploading, review your transactions carefully:

  • Ensure crypto-to-crypto trades are correctly classified
  • Mark staking rewards, mining income, and NFT sales as income
  • Check for missing transactions to ensure full IRS compliance
Accurate classification ensures your Form 8949 and Schedule D reports are error-free.

Step 6: Generate US Tax Reports

Once all transactions are imported and reviewed, Koinly can generate IRS-compliant reports, including:

  • Form 8949 – listing all capital gains and losses
  • Schedule D – summarized gains and losses for your tax return
  • Income reports – for staking, mining, and other crypto earnings

These reports are ready to file with TurboTax, TaxAct, or professional accountants.

Benefits of Using Koinly for US Taxes

  • Consolidates transactions from multiple US exchanges and wallets
  • Ensures accurate capital gains calculations
  • Tracks all taxable crypto events, including DeFi and NFTs
  • Saves time and reduces risk of IRS errors

Final Thoughts

For US crypto investors, uploading CSV files to Koinly is one of the simplest ways to stay IRS-compliant. It ensures that all trades, staking rewards, NFT sales, and DeFi income are tracked accurately, allowing you to generate tax-ready reports like Form 8949 and Schedule D.

With Koinly, you can focus on investing while knowing your crypto taxes are handled correctly and efficiently in 2026.

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