tax

Validating crypto Form 1099-DA involves reviewing proceeds, cost basis, holding period, and gain/loss calculations to ensure accuracy before preparing Form 8949. The process flags missing cost basis and resolves questionable holding period classifications.

Crypto cost basis lot resolution infers holding periods and completes missing cost basis or gain fields to standardize 1099-DA rows. You need it during tax review to make datasets consistent and catch discrepancies before Form 8949 preparation.

Yes, you can reconcile 1099-DA data against Kraken exchange trades using read-only API credentials. Fetching raw trade and ledger data produces discrepancy tables comparing broker-reported dispositions against actual exchange records for audit readiness.

Preparing a Form 8949 readiness checklist from 1099-DA records requires normalizing rows into a canonical structure, resolving missing financial fields, and generating a plain-language report with row-level exception outputs for anything that looks incorrect.

PostgreSQL with the psycopg binary adapter is required to review 1099-DA dispositions and detect exchange discrepancies. The database environment supports normalizing records, resolving missing basis fields, and matching trades within defined time tolerances.