Before filing, reconcile your full transaction history across every exchange, hosted account and self-custody wallet you used—not just the account where you sold crypto. Trace apparent transfers from both ends, verify duplicate-looking entries against original records, and document the cost basis and proceeds for each relevant transaction. For U.S. federal taxes, a transfer between wallets or accounts you own is generally not taxable, but you need records to show that it was a transfer rather than a sale or missing transaction.
Gather the complete record set first
Start with every exchange, hosted wallet, self-custody wallet and relevant account used during the period you are reconstructing, including accounts you no longer use. Download transaction histories, trade details, deposit and withdrawal records, statements and tax documents. Keep untouched copies of the originals and note when you downloaded them.
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The IRS requires records sufficient to establish the positions taken on federal income tax returns. A current-year export alone may omit an earlier acquisition needed to establish basis for a later sale. Nor does one platform necessarily show activity held elsewhere: Coinbase says its Coinbase.com tax activity excludes Coinbase Wallet and legacy Coinbase Pro activity, and that an external-wallet deposit may arrive without the original purchase records.
Compare each import with its original source
For each imported account, record the source and the date range it covers, then compare its entries with the original export or wallet history. Check the start and end of the period as well as the middle; incomplete date ranges can leave out purchases, deposits or earlier acquisitions.
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- Look for deposits or purchases missing from the import.
- Check withdrawals that have no corresponding destination record.
- Identify transaction types the importer may not support.
- Look for manual entries that overlap with later API or CSV imports.
- Record the original transaction ID when available, timestamp and timezone, asset, quantity, transaction type, fee and source of each row.
Keep a correction log that identifies the evidence behind each change. Do not silently overwrite source records. If a tax-software import reports a digital-asset allotment error or says transactions are missing, use the source comparison to identify the absent history rather than guessing at a replacement entry.
Trace apparent transfers in both directions
For each withdrawal that might be a transfer, search the destination wallet or exchange for a compatible inbound transaction. Compare the asset, quantity and timing, allowing for network fees and differences in timestamp or timezone. Confirm that both the sending and receiving accounts belong to you before treating the movement as a self-transfer.
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The IRS describes a transfer between wallets, addresses or accounts belonging to the same taxpayer as non-taxable, even if an exchange issues an information return. Keep records that connect the outgoing and incoming sides so the movement is not mistaken for a sale, a missing acquisition or two unrelated transactions.
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Verify duplicates before removing anything
Compare suspicious rows using transaction IDs where available, as well as timestamp, asset, quantity, direction, fee and source. Overlapping API and CSV imports, or a manual entry followed by an import, can create duplicate-looking rows. Verify the suspected overlap against the exchange export or blockchain history before changing the ledger.
Matching amounts alone do not prove duplication: separate legitimate transactions can have similar values. Preserve the original export and log why a row was removed, ignored or corrected. Keep both rows if the source records show two distinct transactions.
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Reconstruct acquisition basis and disposition details
For every acquired lot relevant to a later sale or other disposition, assemble the asset, units, acquisition date and time, U.S.-dollar cost or fair market value, and the supporting statement or transaction record. For each disposition, record its date and time, units disposed of, fair market value and the money or property received. IRS guidance describes basis generally as cost in U.S. dollars and sets out records relevant to identifying specific units.
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Do not use the date an exchange received a deposit as proof of the original purchase date or price. Coinbase notes that it may use a deposit date as an internal placeholder for assets moved in from an external wallet; it says the actual acquisition date should be used to calculate the holding period. Find the original acquisition evidence where possible. If it remains unavailable, document what is missing rather than presenting an unsupported estimate as established fact.
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Use tax forms as a cross-check, not as the ledger
Reconcile the transaction ledger before comparing it with broker forms and tax summaries. For covered broker transactions effected on or after January 1, 2025, brokers report gross proceeds on Form 1099-DA. Basis reporting applies to certain covered broker transactions effected on or after January 1, 2026. IRS guidance says most statements taxpayers receive for 2025 activity will not include basis, so taxpayers may need to calculate it themselves.
A 1099-DA or an exchange tax page is not necessarily a complete history of your crypto activity. If a form disagrees with your reconstructed records, retain both and identify the difference. Check for missing or duplicate rows, activity outside the period, or a difference in transaction classification; do not change ledger figures merely to force a match.
Keep an audit-ready reconciliation file
Organize the originals, working ledger and correction log so you can trace each reported figure back to evidence. A useful record for each entry includes:
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- Transaction identifier, if available, plus timestamp and timezone.
- Asset, quantity, transaction type, direction and fee.
- Acquisition cost or fair market value, or disposition proceeds/value received, as applicable.
- Any link between the two sides of a transfer and evidence that both accounts belong to you.
- The reason for any correction, removal or classification, with the supporting record.
This article addresses U.S. federal recordkeeping and reporting. It does not resolve every transaction’s tax treatment, including potentially fact-specific DeFi, staking, wrapped-token, gift or business activity, or state and non-U.S. rules. Consult a qualified tax professional when the classification or available records leave material uncertainty.
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