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Crypto taxes

Cost basis

What you paid, and which coins you actually sold. The second question is an accounting choice.

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By the Orca Crypto teamUpdated 2026-09-016 min readReference
Not tax advice
This is education, not tax advice. Orca Crypto is not a tax preparer, an accountant or a law firm. What follows describes how United States federal rules generally treat crypto as of September 2026. Rules change, states differ, other countries differ completely, and your situation may not match the general case. Before you file anything, talk to somebody qualified who has seen your actual records.
The short answer

Cost basis is what you paid for an asset, including fees. Your gain is proceeds minus basis. If you cannot substantiate the basis, the conservative default is that it was zero, which means the entire proceeds are treated as gain. Keeping basis records is therefore worth real money.

What goes into basis

The purchase price, plus the fees to acquire it. If you bought one ether for two thousand dollars and paid a twenty dollar fee, your basis is two thousand and twenty. Fees on the way out reduce your proceeds rather than increasing basis, which reaches the same answer.

Which coins did you sell?

If you bought at three different prices and then sold some, the tax depends on which ones you sold. Crypto is fungible, so the answer is an accounting choice rather than a fact.

MethodHow it worksEffect
FIFOFirst in, first out. The oldest lot is sold first.Usually the default. In a rising market it produces larger gains, and more of them long term.
Specific identificationYou choose which lot you are selling, and document it at the time.Lets you sell a high basis lot to reduce the gain. Requires records made contemporaneously, not reconstructed afterward.
HIFOHighest in, first out. A way of applying specific identification.Minimizes the current gain. Only available if your records support specific identification.
The condition people miss
Specific identification is only available if you can show which unit you sold, at the time you sold it. Deciding in April which lot you would like to have sold in July is not specific identification. Software that assigns lots after the fact is doing bookkeeping, not creating the documentation.

The wallet by wallet rule

This is the change most people have not heard about. From 1 January 2025, cost basis in the US has to be tracked per wallet and per account rather than pooled across everything you own. Before that, a universal pool was widely used.

In practice that means the lots in your exchange account and the lots in your hardware wallet are separate inventories. Selling from one does not draw on the basis of the other. Anybody who had been pooling had to allocate their existing basis across wallets under the safe harbor in Revenue Procedure 2024-28, which had to be in place before the first sale of 2025.

Worth asking about by name
If you held crypto before 2025 across several wallets and have never allocated basis, this is the specific thing to raise with a tax professional. It is fixable and it gets harder the longer the transactions accumulate on top of it.

What proves basis

An exchange trade confirmation, a bank statement showing the purchase, the transaction on a block explorer with the date and amount, and a contemporaneous record of the price that day. For onchain activity the chain proves what moved and when; what it cannot prove is what a token was worth in dollars at that moment, which is why a price source recorded at the time matters.

Common questions

What happens if I have no records at all?

The conservative treatment is a basis of zero, which makes the entire proceeds a gain. Reconstruction is usually possible from exchange exports and the blockchain, and it is far easier than it sounds compared with paying tax on money you never made.

Can I still use one pool across all my wallets?

Not for US purposes from 2025 onward. Basis is tracked per wallet and per account. If you were pooling before that, allocating the old basis across wallets is a specific step that should have been taken before your first 2025 sale.

Does a transfer between my wallets change my basis?

No. The basis and the holding period travel with the coins. What changes is which inventory they sit in, which matters under the per wallet rule.

Where to go next

Confused about your own records?

We cannot prepare your return and we can help you understand what your transaction history actually says, so the conversation with your accountant is a short one.