Gain/Loss Statement - Form Data CSV Ingestion Template Guide

Please see the table below for information on each field within the Gain/Loss Statement Form Template, including which fields must be populated before ingesting to the Dashboard.

An Account must be created prior to ingesting Form Data.

Please note: There may be many rows for a single Account, representing each disposition of a lot. If an update is required, be sure to include all rows applicable for the Account for the tax year, not just the rows that require adding/updating.

Field	Headers	Required	Format	Example
Account ID	account_id	Yes	String	12345678
Asset Name	asset_name	Yes	String	Bitcoin
Asset Symbol	asset_symbol	Yes	String	BTC
Asset Quantity	asset_quantity	Yes	Number	10
Date Acquired	acquired_date	No	M/D/YYYY	1/1/2020
Date Sold Or Disposed	disposed_date	Yes	M/D/YYYY	1/1/2020
Proceeds	proceeds	Yes	Dollar Amount	100
Cost Or Other Basis	cost_basis	No	Dollar Amount	100
Ordinary, Short-Term or Long-Term Gain/Loss	gain_loss_classification	No	Enum	Short-term

Please see below for the enums available for each of the applicable fields.

Header	Enum
gain_loss_classification	Short-term
gain_loss_classification	Long-term