Digital Asset Tax & Reporting Handbook
Tax treatment, reporting, and operational guidance for institutions and advisors
A practical guide to tax treatment and reporting for digital assets in the U.S. and major jurisdictions. Covers characterization, cost basis, staking and DeFi, and Form 8949 / 1099 reporting. Designed for tax professionals, CFOs, and operations teams at funds, family offices, and corporates holding or transacting in crypto.
Chapters
Chapter 1: Characterization and Cost Basis
How digital assets are characterized for tax purposes; tracking cost basis across wallets and exchanges.
Chapter 2: Staking, DeFi, and Forms 8949 / 1099
Tax treatment of staking and DeFi; practical reporting and reconciling on-chain data with tax forms.
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“The go-to resource for our tax and reporting team.”
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Digital Asset Tax & Reporting Handbook
Tax treatment, reporting, and operational guidance for institutions and advisors
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