Identify the mismatch type
Proceeds, basis, transfers or classification—so you do not solve the wrong problem.
Digital record-organization guide · $9.99
A practical workflow for gathering the records behind missing cost basis, wallet transfers, multi-platform activity and 1099-DA numbers that do not make sense at first glance.
Digital download sold through Payhip · Educational only · Not tax, legal or financial advice
What it helps you do
What is inside
Proceeds, basis, transfers or classification—so you do not solve the wrong problem.
Broker exports, wallet transactions, original acquisitions, fees and corrected forms.
Organize a support request or professional-review packet around the exact record discrepancy.
This is an educational digital guide, not tax-preparation software and not professional tax advice. It does not calculate tax liability, guarantee a refund, predict audit risk, or prove that a Form 1099-DA is wrong. Platform interfaces and tax guidance can change, so use the current official IRS and broker instructions alongside the guide.