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Crypto taxes

The forms and what they miss

The forms tell the IRS what happened on one platform. Your return has to cover all of it.

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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

From the 2025 tax year, US crypto brokers report your transactions to the IRS on Form 1099-DA. The first of those forms arrived in early 2026. It is a genuine improvement and it is not a complete record of what you did, which is the part worth understanding before you assume the numbers on it are right.

Form 1099-DA

Digital asset brokers now report proceeds from your dispositions, and for assets acquired on or after 1 January 2025 they report cost basis as well. Before that date the broker generally does not know your basis, because the asset may not have been acquired there.

SituationWhat the form will show
Bought and sold on the same platform after 2025Proceeds and basis. This is the case the system was designed for and it usually works.
Bought before 2025, sold afterProceeds, often with no basis. You supply the basis from your own records.
Deposited from a wallet, then soldProceeds, with no basis, because the platform has no idea what you paid.
Traded entirely onchainNothing. Decentralized exchanges are not brokers in this sense and report nothing about you.
The most expensive misreading
A missing basis on a 1099-DA does not mean the basis is zero. It means the broker does not know it. You report the real figure from your records, and this is precisely why the records page exists.

Where crypto lands on a return

FormWhat it is for
Form 8949Each disposal listed individually: what it was, when acquired, when sold, proceeds, basis and gain or loss.
Schedule DThe totals from 8949, split into short term and long term.
Schedule 1 or Schedule CCrypto received as income, depending on whether it is other income or a business.
Schedule BInterest, where a platform reported it that way.
The digital asset questionA yes or no question near the top of Form 1040 that has appeared since 2019 and asks whether you received, sold, exchanged or disposed of digital assets.

Why your numbers will not match theirs

They are answering different questions. The broker reports what happened on its own platform. Your return has to reflect everything, across every platform and every wallet, including the parts nobody reports. Expect a difference, be able to explain it, and keep the working that produces it.

The mismatch that generates letters is the opposite case: proceeds reported to the IRS that do not appear anywhere on the return at all. A number that is reported and unexplained is the one that gets noticed, which is another argument for filing a loss year rather than skipping it.

Common questions

What is Form 1099-DA?

The form US digital asset brokers use to report your dispositions to the IRS, in effect from the 2025 tax year with the first forms issued in early 2026. It reports proceeds, and cost basis for assets acquired on or after 1 January 2025.

My 1099-DA shows no cost basis. Do I owe tax on the whole amount?

No. A blank basis means the broker does not know what you paid, usually because you did not buy it there. You report the real basis from your own records.

Does a DEX report my trades?

No. Trading through a decentralized exchange produces no form. It is still reportable by you, and it is all permanently visible on the blockchain.

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.