CryptoTrader.Tax VS Fidelity Digital Assets

CryptoTrader.Tax Reviews

Fidelity Digital Assets Reviews

CryptoTrader.Tax mentions (170)

• WTF is this waiting period to send crypto?

  Exodus can produce a API file that you can download into cryptotrader.tax. That's what I do and it reports every trade and staking rewards. I have been doing this for 2 consecutive years and it works great! Source: almost 2 years ago

• Crypto Tax Tools not working with Nexo

  Did you try cryptotrader.tax. They recently changed their name to Coin Ledger. I was able to pull the cvs that I needed from Nexo and just load them in. In fact you can load all the exchanges and this software will figure it out the cost basis for you. I would not attempt to do it manually. Source: about 2 years ago

• Capital gains

  Got the 8949 from cryptotrader.tax. It gave me the list of trades I did with gains and losses. Source: about 2 years ago

• Woot! Got approved for a irs and state extension using FreeTaxUSA :) NEVER USING TURBO-TAX AGAIN didn't get anything back from them about an extension.

  Oh also found out about cryptotrader.tax it's been a lifesaver. What I was using before made it seems like I made some insane amount in crypto when there was no way I did. This got everything looking right and did all the math for me. Bit pricy ($100 to get the final info) but well worth the math help using it. So one more tool to get correct info I need to file :). Source: about 2 years ago

• Taxes…what a headache

  Sorry, it was cryptotrader.tax , It took all my trades from all of my 6 applications I use and basically summarized my gains/losses. Source: about 2 years ago

Fidelity Digital Assets mentions (14)

• Incoming Inherited IRA

  Starting the TOA process (login required). Source: over 1 year ago

• What AA said about DR. Strangeing shares.

  To transfer it back to fidelity, you go to this site here (you might need to be logged in, if the link doesn’t work, search how to transfer assets to Fidelity in their help section and you should be able to find the link there). Answer the prompts and then choose if you want to transfer all or you can choose specific number of shares to transfer back. Source: over 1 year ago

• Live Chat with Fidelity Customer Care Representatives from 11-1 today

  Transfer an Account to Fidelity: https://digital.fidelity.com/ftgw/digital/transfer-of-assets. Source: over 1 year ago

• How would one go about transferring their shares to fidelity from cash app stocks?

  The easiest way to transfer shares into Fidelity in by initiating a Transfer of Assets (TOA). TOAs typically take about 5 to 7 business days for your assets to be transferred. If you have an open Fidelity account with the same registration as your Cash App account, you can initiate a TOA on our website here (login required). Source: over 2 years ago

• Lots of DRS posts today so I finally did it. Turns out Fidelity makes it easy to transfer shares from any broker, you don't even have to call.

  I initiated DRS today after dragging my feet. I was able to easily initiate the transfer to Fidelity from Vanguard. Fidelity makes it easy to do without even having to call but I did have a preexisting account. They recommend uploading a copy of a statement from the brokerage you are transferring from, and they make it easy to do do. Then the timeline to CS is much shorter and that was my biggest worry... Source: over 2 years ago