Crypto record screening before you file

Find the records your 1099-DA may not show.

Use the free Record Complexity Check to identify missing acquisition history, wallet-transfer gaps, multi-exchange records and DeFi activity that may need review before you rely on your crypto tax form.

Educational screening only · Not tax preparation · Not a determination that your form is wrong

Direct answer

What is a 1099-DA mismatch?

A possible 1099-DA mismatch exists when the form, broker export, wallet history, original acquisition records or crypto tax software do not agree. The difference may involve proceeds, cost basis, asset transfers or transaction classification. A difference does not automatically prove the form is wrong.

For 2025 transactions, Form 1099-DA generally reports gross proceeds for covered reportable broker transactions, while basis reporting phases in for certain covered assets sold from 2026. Taxpayers still need their own records to calculate basis. See the IRS recipient guidance.

This site does not calculate tax liability. It helps you identify and organize records before contacting the issuer, using tax software, sharing records with a preparer, or seeking qualified advice.

Transparent screening tool

1099-DA Record Complexity Check

This check categorizes the complexity of your record trail. It does not predict an audit, calculate missing basis, estimate tax owed or determine whether the form is correct.

How many brokers, exchanges or wallets are involved?
Were assets transferred between platforms or self-custody wallets?
How complete is the original acquisition history?
Does the history include DeFi, bridges, liquidity pools or smart contracts?

Method: disclosed complexity points—platforms 0–2, transfers 0–3, acquisition history 0–4, and DeFi activity 0–4. Scores categorize record complexity only. Read the full methodology.

Four different questions

Identify what does not match before trying to fix it.

Proceeds

Sale amount differs

Compare the form with the broker’s transaction-level export and identify the exact disposal that differs.

Basis

Purchase history is absent

Locate when, where and for how much the asset was acquired, including relevant fees.

Transfers

The trail breaks between wallets

Match the outgoing transaction from one platform with the incoming transaction on another.

Classification

Software treats activity differently

Review swaps, rewards, fees, transfers and imports rather than assuming either output is automatically correct.

Dispute

The issuer record appears incorrect

Document the specific difference and supporting evidence before contacting the issuer.

Professional review

The history remains unresolved

Organize the evidence for a CPA, Enrolled Agent or tax attorney experienced with digital assets.

Platform-specific guidance

Use one authority library—not six separate mini-sites.

Choose the next step by complexity

Records first. Software or professional advice when warranted.

  • Simple history: use the free checklist and official broker exports.
  • Multiple exchanges: compare transfers and acquisition history before importing conclusions.
  • DeFi or many wallets: reconciliation software may reduce manual work.
  • Dispute or unresolved tax treatment: consult a qualified professional.

Practical resources

Gather the evidence before escalating.

The paid guide is an educational record-organization walkthrough. It does not prepare your return, calculate tax, prove a form is wrong or replace advice from a qualified professional.

Frequently asked questions

Before relying on the result

Does missing cost basis mean my Form 1099-DA is wrong?

No. It may mean the broker did not have the original acquisition history. Compare the form with your records and contact the issuer or a qualified professional when appropriate.

Does this check determine my tax liability?

No. It categorizes record complexity only. It does not calculate tax, prepare a return, predict an audit or determine whether a form is correct.

What records should I gather?

Gather broker and exchange exports, wallet addresses and transaction hashes, original acquisition records, transfer matches, fees and relevant tax-software reports.

Who can review an unresolved issue?

A CPA, Enrolled Agent or tax attorney with relevant digital-asset experience may be appropriate depending on the issue. This site does not provide individual professional advice.