Export the year and earlier acquisition records

Download transaction and account statements, with trade dates, quantities, proceeds and fees. Add acquisition records from other wallets or services where the coins were originally bought.

A broker form may not contain every basis record

Compare any Form 1099-DA with your own records. Missing basis is not a reason to assume zero cost. Trades, income receipts and self-transfers should be classified separately.

Use the US reporting routes

For digital assets held as capital assets, disposals generally feed Form 8949 and Schedule D. Staking, rewards, business activity and other income can take different routes. The English tax hub links the applicable IRS guidance.

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