![]() Use one header row with only the 5 key column labels (description, purchase date, sold date, proceeds, and cost basis) at the top. You can connect directly to your exchange or upload your own CSV file. ![]() If you do not have a 2020 tax return to transfer in, you can skip this step, but your 2021 return won't have your 2020 data if you do skip this step. A PDF file won't work you need the 2020 tax file. This will populate your personal information, previously used Schedules, AGI, carryover amounts, and other important details from your previous year's return.
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