The 2026 Crypto Tax Preparation Checklist.
Everything to gather, decide, and double-check before you file — written by the credentialed team (Enrolled Agents, CPA, Attorney) behind a 320K-subscriber channel. The same intake framework we use on paid engagements, free.
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Six steps. Nothing skipped.
1. Scope your year
Every exchange, wallet, chain, protocol, and payment app — the inventory that prevents the most common filing error.
2. Gather the documents
1099-DA, full CSVs, wallet addresses, prior-year 8949s and basis workpapers — the exact list, with why each matters.
3. Classify transactions
Twelve transaction types — swaps, staking, LP exits, bridges, NFTs, airdrops — each with its distinct treatment noted.
4. Decide cost basis
Per-wallet tracking, specific ID vs. FIFO, documentation that survives an audit, and the year-end harvesting window.
5. Check the red flags
Six patterns that usually mean amended returns — and often refunds. Exchange-default basis is the big one.
6. Know when to get help
An honest line between DIY-with-software and situations that genuinely need a credentialed professional.
Checklist done and it still looks messy?
That's usually the sign. Book 15 minutes — we'll tell you honestly whether you need us or just better software.