Resources
Crypto tax guides.
Useful next steps.
Gather your documents, understand a broker statement, and trace missing acquisition history.
01
Preparation
02Crypto tax documents checklist
What to gather across exchanges, wallets, and earlier purchases.
Broker statements
03Form 1099-DA: check the records
Understand the reporting year, proceeds, and an empty basis field.
Acquisition history
Missing crypto cost basis
Trace purchases and transfers without inventing an acquisition value.
General educational information. Each guide includes primary sources and a source-check date; individual tax advice requires a separate review of your circumstances.
Your next step
Start with your
crypto tax question.
Tell Nancy about the year, the platforms, and the issue. The scope, fee, and timing are agreed before work begins.