For a crypto tax service, gather complete exchange transaction exports, wallet addresses, prior-year reports, Forms 1099-DA or 1099-B, purchase confirmations, and records for DeFi, NFTs, staking, mining, loans, and other activity. Complete source records help specialists match transfers, support cost basis, and identify unresolved gaps without inventing values.
Proof The IRS digital asset guidance identifies transaction records and basis documentation taxpayers should retain.
Steps- Export full histories.
- List owned wallets.
- Collect tax forms and prior reports.
- Add purchase evidence.
- Note inaccessible accounts.
Example An old exchange statement may establish the purchase cost of coins later moved to self-custody.
Exception Reconstruction may be limited when records are unavailable or wallet ownership cannot be verified.