Document pack
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 · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho 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.
Not the right fit if
You didn't sell, swap or spend crypto through a US broker, or you want tax software that files Form 8949 for you.
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
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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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See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Crypto 1099-DA Reconciliation comes as a zip with four documents, each as an editable Word file and a printable PDF: How to Reconcile Your 1099-DA, Wallet and Exchange Inventory, Document Checklist, and Basis Gap Worksheet, plus an Excel workbook (Crypto 1099-DA Reconciliation Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
Organizing tools and general information, not tax advice.
Is it up to date?
It explains what Form 1099-DA reports for 2025 and later. Crypto reporting rules are new and still changing; check irs.gov and ask a tax professional.
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