Free 10-Point Crypto Tax Report Checklist for Tax Preparers

Can You Rely on Your Client’s Crypto Tax Report?

A Form 8949 may look complete without showing whether the underlying crypto transaction data was properly reconciled.

The free 10-Point Crypto Tax Report Checklist for Tax Preparers helps you identify the most important questions to address before using a client-provided crypto tax report for tax return preparation.

Use the Checklist to Help You Determine Whether:

  • The client’s crypto accounts and transaction history appear complete

  • Self-transfers may have been incorrectly treated

  • Cost basis and ending coin balances were properly addressed

  • Forms 1099-DA were reconciled in detail to Form 8949

  • The report may require correction or professional review before filing

This checklist is designed for tax preparers who do not specialize in crypto taxation. It provides a simple initial screening, not a comprehensive crypto tax report review.