Crypto tax software can generate a polished report even when missing accounts, incorrect cost basis, unreconciled balances, or classification problems remain.

Use this free one-page checklist to identify common warning signs before you give your report to a tax preparer or rely on it to file your return.

The checklist will help you consider whether:

• Your report includes only your crypto activity

• Your historical tax lots are reliable

• All applicable exchanges and wallets were considered

• Your software coin balances match your actual accounts

• Pricing, cost basis, transfers, and classifications were reviewed

• Your Forms 1099-DA agree with your software report

• Advanced activity may require an additional review