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I am not getting ‘used’ to crypto. I’ve told the few clients I have that are dabbling in it that they will have to provide me with gains & losses or they’ll find someone else. Most of my clients are like me: too old to deal with it.

I haven’t used it. But I used to work for a firm that did that kind of stuff under TurboTax’s protection plan. It worked, especially for the smaller audits. CP2000s & simpler full on audits. But I got yelled at for working harder audits too much, ones where you had to really fight for the client. I remember one when I was fired where the guy was an author for fairly esoteric scholarly books and had a nearly zero income Sch C, for the time he was researching. He had previously been published, so it was ok to have that. But they just wanted me to close it out.

I did the search and found it for the OP and anyone else that may be interested:

Copy your data first. Don't use ATX backups or exports. Copy the ENTIRE DATABASE FOLDERS. Then when you install ATX, it will see the database and not try to create a new database. This will work flawlessly most of the time. If not ATX has database repair batch files you can download and run. If you search this forum, you'll see my post from January of 20(?) where we moved all years of ATX to a new Win10 computer, and I provided step by step instructions.

I have screenshots of settings for some of my software, because who can remember all of that. When you only do something once or occasionally, it doesn't get ingrained into your brain. At least, not my brain.

I just made a list of all the programs I have on this computer that I'd need to download. 23 programs. The biggest thing was that I printed off the server instructions for my email. Every time I have to install that - it takes me a few hours to figure it all out. Why did I never print it out before?

Yes, converting one coin to another is a sale of the first coin (Sch D) and a purchase of the second (no reporting), just like selling Apple stock to buy a fruit farm is a sale and a purchase. Both sales and purchases come with fees, just like many brokerage accounts used to impose. Brokers will usually report proceeds net of fees; Coinbase does too, but I'm not sure of other crypto exchanges. I will never embrace crypto! I have been fascinated by it ever since a client started mining years ago. The boss gave that piece of the return to me and told me to figure it out. Now I'm hooked and not only have taken several courses but follow the business news about crypto. I would never buy one though. Even my miner client says he can't wrap his head around non-fungible tokens (like digital "original" artwork, first-edition digital baseball cards, etc), but I don't see the difference between those and cryptocoins. Blockchain technology can establish proof of ownership and definitely has a use (no more title searches!). Digital coin transactions, however, are mostly the traders placing a value on essentially nothing and waiting for another trader to buy the nothing for more than they paid. Perhaps someday they will be useful for purchases of goods and services, but not until they become less volatile. No way will I accept $300 in bitcoin for tax prep knowing it might be worth $250 in the 10 minutes it takes to convert it to cash (of course, it could be worth $350 by then, but I'm not the gambling type). The prolific use of crypto for ransom and money laundering taints it as well.