Crypto Tax Filing Checklist

Make sure you have everything before filing your 2024 taxes

0 of 0 items complete

Exchange Records 0/4
Downloaded transaction history from all exchanges
Coinbase, Binance, Kraken, etc. - export CSV files
Collected 1099 forms from exchanges (if applicable)
US exchanges send 1099-MISC or 1099-B for certain thresholds
Documented all deposits and withdrawals
Track transfers between exchanges and wallets
Noted any exchange fees paid
Trading fees can be added to cost basis
Wallet Transactions 0/3
Exported transaction history from all wallets
MetaMask, Ledger, hardware wallets, etc.
Documented DeFi transactions (swaps, LP, staking)
Uniswap, Aave, Curve, yield farming activities
Recorded NFT purchases and sales
OpenSea, Blur, and other NFT marketplace activity
Income Records 0/4
Documented staking rewards received
Taxable as income at fair market value when received
Recorded any airdrops received
Taxable as income when you gain control of tokens
Noted crypto received as payment
Freelance work, salary, or other income in crypto
Documented mining income (if applicable)
Taxable as income at FMV when mined
Final Preparation 0/3
Decided on cost basis method (FIFO or LIFO)
Must be consistent - use our calculator to compare
Calculated total capital gains/losses
Sum of all buy/sell transactions
Separated short-term vs long-term gains
Different tax rates apply (<1 year vs >1 year)

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