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Crypto Portfolio Loss Reporting for Tax Purposes - Free Finance Template | ZenBuild | ZenBuild

Templates→Finance→Crypto Portfolio Loss Reporting for Tax Purposes

Crypto Portfolio Loss Reporting for Tax Purposes

Form for cryptocurrency investors to report capital losses for annual tax filing preparation.

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Crypto Portfolio Loss Reporting for Tax Purposes — Form Fields

This finance template includes 10 fields. Form for cryptocurrency investors to report capital losses for annual tax filing preparation. Free to customize and use on ZenBuild.

Full Legal Name (text, required)
Email Address (email, required)
Tax Year (number, required)
Primary Exchange or Wallet Used (dropdown selection, required) — options: Coinbase, Binance, Kraken, MetaMask, Ledger, Multiple, Other
Total Realized Losses (USD) (number, required)
Total Realized Gains (USD) (number, required)
Holding Period of Lost Assets (dropdown selection, required) — options: Short-Term (under 1 year), Long-Term (over 1 year), Mixed
Describe the assets and events contributing to losses (long text, required)
Transaction History Export (CSV or PDF) (file upload, required)
I confirm this report is for informational/tax purposes only (checkboxes, required)