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Where can I find these transactions to update them? Thanks!

Hello everyone, my CPA has given me the instruction below with regard to 7 transactions that need to be updated for 2022:


"Our recommended treatment for unresolved one-sided deposit is to change the deposit to purchase for zero dollars, and for unresolved one-sided withdrawals is to change each withdrawal to Spend."


I'm having trouble navigating through the app however and can't find where to update these 7 transactions, or how to change them to Purchase and Spend. Would someone be so kind as to tell me where (from the top menu) to find those transactions?


Additionally, where would I go to simply generate a tax report to use with TurboTax?


Thank you in advance for your help!

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  • You need to find the counterpart transactions to those withdrawals/deposits or change the transaction type on the enter coins page manually e.g. to spend. You search and then select this transaction there and click on Edit.
    TurboTax ex-/import is described here: How do I import my capital gains into TurboTax?

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