Proceeds
Compare broker-reported proceeds against imported sale and disposal records.
1099-DA preparation
Prepare for broker-reported crypto data without losing the source story.
Gainz is useful when broker forms, exchange CSVs, holdings, and prior-year evidence do not line up cleanly. It helps organize the work needed before relying on a filing number.
What to reconcile
Broker forms are only one part of the record.
Cost basis
Identify missing acquisition history instead of assuming broker-reported proceeds include complete basis.
Transfers
Review sends and receives that may explain why one platform lacks the full basis story.
Evidence
Use reference-only evidence records and a CPA packet to keep supporting files organized.
When Gainz helps
Best fit: messy historical records.
If your forms and CSVs already reconcile cleanly, a hosted tax product may be faster. If you need to explain gaps, missing basis, old transfers, or prior-year evidence, Gainz is built for that review path.
Auditable handoff
Trace a missing-basis decision to its source and impact.
Broker proceeds
Preserve gross proceeds, fees, and net proceeds from the imported source row.
Documented lots
Apply supported FIFO acquisition basis before isolating any unresolved quantity.
Professional workpaper
Record the exact treatment, evidence reference, named direction, assumptions, and before/after Form 8949 impact.
Material assumptions
Surface calculation-changing treatments in packet preview, packet status, CPA handoff notes, and workbook status.
For current federal guidance, review the IRS digital-asset reminder with a qualified tax professional.
Not tax advice
Review broker forms, Gainz outputs, and source documents with a qualified tax professional before filing.