Broker file intake
Import exchange, broker and CSV files side by side with wallet history so reported proceeds are checked against the full transaction trail.
1099-DA and broker reconciliation
Broker reconciliation for crypto tax reports
Match broker statements, exchange exports, wallets, cost basis and proceeds before a tax report is filed. Built for 1099-DA, Form 8949 and advisor review workflows.
Use case
1099-DA / 8949
Main risk
Missing basis
Workflow
Import -> match -> explain
CoinTaxReporting provides technical reporting, data quality and reconciliation workflows. Tax law decisions remain with the taxpayer and their professional advisor.
Data preparation
Steps to prepare your data for review
Cost basis gap detection
Find positions where proceeds exist but acquisition lots, transfer-in records, fees or historical prices need review before the report is finalized.
Advisor-ready explanations
Export a clean review list with affected transactions, source files and comments so a tax advisor can resolve open issues efficiently.
Quality gates
Checks before export
Before sharing a report, check the source data, compare balances and document unresolved questions. These records help your advisor understand the figures and follow up on missing information.
Compare broker-reported proceeds with CoinTaxReporting disposal rows.
Flag missing acquisition date, missing basis, transfer-in and zero-basis candidates.
Separate stablecoin, NFT, spot, derivative and DeFi activity for review.
Keep an evidence trail from source import to final report line.
Evidence model
Make every report easier to defend
Broker proceeds
Matched to taxable disposals and exchange source rows
Reconciled
Cost basis
Lot source, date acquired, fees and transfer history checked
Reviewable
Unmatched rows
Open exceptions are isolated before report export
Action list
Advisor note
This page describes product workflows and data preparation. Local tax treatment must be reviewed by a qualified advisor.
Useful for US taxpayers receiving Form 1099-DA from custodial brokers.
Helps avoid over-reporting when broker data does not contain complete basis information.
Designed as technical reconciliation support, not as tax or legal advice.
Next step
Prepare your records for the next review
Import data, run quality checks, reconcile open items and export a report package that an advisor can actually review.