The IRS has implemented new crypto reporting rules for exchanges, but the 1099-DA has quickly become a tax nightmare for some traders.

Earlier this year, taxpayers and crypto market participants encountered a long-anticipated shift in federal tax ...

QYLD investors who counted on return-of-capital treatment all year sometimes open their April 1099 to find ordinary income instead, and the fee structure quietly compounds that surprise in ways the ...

Free guides, calculators, templates and a 2026–2027 calendar for teams handling TIN matching, B-Notices, backup ...

Identify the hidden costs of legacy 1099 reporting systems, determine if it’s time for an upgrade, and learn how to improve your reporting process.

Taxes on lawsuits often hinge on what the settlement agreement says. Try to get explicit wording about taxes, and make sure ...

At this point, you know something feels wrong, but you don't have the legal language to explain why. Overtime ...

JEPI and JEPQ bury a line in your 1099 that costs top-bracket investors far more than the yield is worth. A newer class of ...

Under 2026 US rules, transferred Bitcoin and other cryptos remain outside mandatory basis reporting even if the purchase cost is unchanged.

Brokers report crypto sales on Form 1099-DA from 2025, with cost basis added for 2026. What the IRS rules and the six Notice ...

With the retirement of the Filing Information Returns Electronically (FIRE) system by the end of 2026, Qualified Intermediaries (QIs) who have been filing US information returns (e.g., Forms 1042-S ...