Field guides
Practical, source-first guidance for people and accountants dealing with incomplete exchange, wallet, and opening-lot records.
01 · Coinbase Form 1099-DA
Coinbase leaves cost basis blank on Form 1099-DA for coins moved in from another wallet or exchange. What “noncovered” means and how to rebuild the basis records step by step.
Read the guide02 · Transfer evidence
When coins arrive from another exchange or wallet, the purchase record stays behind. How to trace the transfer with a transaction hash and block explorer, and collect acquisition records from the sending side.
Read the guide03 · Form 1099-DA reconciliation
Your Form 1099-DA proceeds differ from your own totals. Why that happens, a step-by-step reconciliation, and what to bring to your preparer. Records guidance, not tax advice.
Read the guide04 · Lost records
If your exchange shut down or your old records are gone, how to request your full account history, rebuild a trail from wallets, bank statements and emails, and document what you recovered.
Read the guide05 · Coinbase records
A practical, non-tax-advice checklist for reconstructing missing Coinbase cost basis from source records and documenting what remains unresolved.
Read the guide06 · Transfer evidence
How to investigate crypto deposits, withdrawals, and wallet transfers that do not line up across exports, without assuming a tax treatment.
Read the guide07 · Binance records
A source-first checklist for checking Binance spot CSV exports, fees, transfers, and opening lots before an accountant handoff.
Read the guide08 · Accountant handoff
A practical handoff model for accountants who receive incomplete crypto records: source map, reconciled ledger, decision log, and open items.
Read the guide09 · 2026 tax-year records
A source-first checklist for the 2026 tax year: what Form 1099-DA reports, why basis can be blank, and how to organize acquisition evidence across exchanges and wallets.
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