Use this template when: you can identify a particular proceeds, identity or transaction-level difference and have records supporting the question. Missing basis alone may reflect unavailable acquisition history rather than an issuer error.
Before writing
- Identify the issuer shown on the form.
- Mark the exact field or transaction that differs.
- Gather the broker export, wallet record, acquisition record or other evidence.
- Decide what you are asking for: explanation, review or corrected form.
- Keep the original form and all correspondence.
Template
Subject: Request to review Form 1099-DA for tax year [year]
Hello [Issuer support team],
I am requesting review of Form 1099-DA issued for my account ending in [last four digits or non-sensitive reference].
The specific item I cannot reconcile is:
• Form box or transaction: [identify item]
• Amount shown: [amount]
• Amount or record in my supporting history: [amount or description]
• Reason for the difference: [brief factual explanation]
I have attached or can provide the following records:
• [Broker transaction export]
• [Wallet transaction hash or transfer record]
• [Original acquisition record]
• [Other relevant document]
Please confirm whether the reported item is correct, explain the calculation or processing used, and advise whether additional documentation is required. If your review confirms an issuer reporting error, please explain the correction process.
Thank you,
[Name]
[Preferred contact method]
What not to write
- “Your form is wrong” when the issue has not been identified.
- A tax conclusion unsupported by the records.
- Sensitive credentials, seed phrases or private keys.
- A threat of legal action in an initial support request.
- A demand to add basis that the issuer was not required or able to report.
After sending
Keep the sent message, attachments, case number and every response. The IRS advises recipients who receive a form they should not have received to contact the issuer immediately, retain the original form and correspondence, and not wait to file. Obtain individual guidance when timing or reporting remains unresolved.
Source: IRS — Understanding Your Form 1099-DA. This template is not legal or tax advice and does not guarantee a correction.