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Crypto 1099-DA Reconciliation Workbook: Match Your Broker's Form to Your Own Records
Brokers now send Form 1099-DA, and for older coins it often shows sales with no cost basis. Line it up with your own records before your return goes in.
$24 one time · Word and PDF · download link by email
Who it is for
Anyone who sold, swapped or spent crypto through a US broker or exchange and got a Form 1099-DA, and the preparers who help them.
Why it is different
- Built from the IRS broker reporting FAQ and the 1099-DA and Form 8949 instructions, named on every sheet.
- Flags missing basis instead of guessing it.
- An organizer, not tax advice; your preparer decides how each sale is reported.
What is inside
- How to reconcile your 1099-DA. What the form reports for 2025 and later, when basis is and isn't included, the stablecoin and NFT reporting thresholds, and how rows feed Form 8949.
- Wallet and exchange inventory. Every account, wallet and transfer in one list, so moved coins don't look like new purchases.
- Document checklist. What to download from each exchange before accounts close or history ages out.
- Basis gap worksheet. Write down where each missing basis figure comes from.
- Reconciliation workbook. Broker rows against your own records, with gaps and differences flagged by formula.
A look inside
The first pages, as you will get them
Get it
Crypto 1099-DA Reconciliation Workbook
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Organizing tools and general information, not tax advice. Crypto reporting rules are new and still changing; check irs.gov and ask a tax professional. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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