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Fix your crypto 1099-DA cost basis

Your 1099-DA may show proceeds with no cost basis, which can make it look like you owe tax on the whole sale. This free kit walks you through matching each sale to what you actually paid, so your Form 8949 tells the full story.

The guide (PDF)

3 pages: why basis is missing, what to gather, and how to fill in Form 8949.

Download PDF

The Cost Basis Fixer (Excel)

List your buys, paste your 1099-DA sales, and it works out basis, holding period, gain and the 8949 box.

Download XLSX

How to use it

  1. Gather your exchange and wallet exports plus your 1099-DA.
  2. List every buy on the Buys tab and copy each sale from your 1099-DA.
  3. Match each sale to a lot. The sheet fills in the rest.
  4. Review the Form 8949 summary with your tax preparer or software.

Educational only, not tax advice. This kit is general information to help you organize your records. Tax rules depend on your situation and can change. Check with a qualified tax professional before you file. Works in Excel, Google Sheets and Numbers. Free, no sign-up.