Work from a checklist, not from memory
Crypto reporting gets complicated as soon as you have used several wallets, exchanges, or blockchain networks. This free seven-step checklist covers what to gather, what to reconcile, and how each disposal lands on IRS Form 8949 and Schedule D. Use it to organize your records before you file, or to review a return you have already prepared.
- A box G through L reference table, so you pick the right digital asset box every time
- What belongs in columns (a) through (h), including when adjustment code B applies
- The reconciliation pass that catches duplicate CSV and API imports and zero-basis units
- Which records to keep, and how long to keep them
- Seven steps. Fillable on screen, or print it
