Educational information
The site provides general educational screening, research summaries, checklists, templates and record-organization tools. It does not provide tax, legal, accounting, financial or investment advice.
No professional relationship
Using the website or purchasing a guide does not create a CPA-client, preparer-client, attorney-client or government relationship. Results are not professional opinions.
Tool limitations
The Record Complexity Check uses user-selected factors and disclosed weights. It does not analyze transaction files, calculate gains or losses, determine basis, predict an audit or establish that a Form 1099-DA is correct or incorrect.
Digital products
The free checklist and paid Mismatch Rescue Guide help organize records and questions. They do not guarantee an issuer correction, tax outcome, software result or professional conclusion. Delivery and refund terms displayed at checkout govern the purchase.
Affiliate links
Some links to Koinly and CoinLedger are affiliate links. Digital Echoes Academy may receive a commission if a user purchases through them, at no additional cost to the user. Placement does not mean that either tool is appropriate for every record history.
Platform independence
1099-DA Check is not affiliated with or endorsed by Coinbase, Kraken, Robinhood, MetaMask, Binance, the IRS, Koinly or CoinLedger unless explicitly stated. Product and company names identify the records discussed.
Current information
Tax guidance, broker reporting, interfaces and exports can change. Confirm current instructions with the IRS, issuer and appropriately qualified professionals.