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1099-DA Reconciliation Risk Scan

Six high-level questions to identify the safest next workflow without entering tax documents, dollar amounts, account names, wallet addresses, or email.

Answers stay in this browser tabBuilt by an Enrolled Agent firm
Question 1 of 617%

Deadline screen

Have you received an IRS or state notice about digital-asset activity?

Do not enter the notice number, date, amount, or any other details.

Choose one answer

Why these questions matter

A broker form and a taxpayer ledger can describe different parts of the same history

TY2025 basis may be absent

The IRS says most 2025 Form 1099-DA statements will not include basis, so taxpayers generally need their own basis records.

IRS taxpayer reminder

Transfers require chronology

The IRS treats a transfer between wallets or accounts owned by the same taxpayer as non-taxable, except for digital assets used or withheld for transfer services.

IRS Digital Asset FAQ 81

Transferred-in assets remain noncovered

The Form 1099-DA instructions list assets transferred into the reporting broker as noncovered, so broker basis reporting may remain unavailable.

IRS Form 1099-DA instructions

Questions about the scan

Important: This educational screen does not calculate taxable gain, determine whether a return is correct, predict an audit, or provide tax advice. A file-based review requires a separate written engagement. Do not rely on this result to ignore a filing or response deadline.