{"id":6100,"date":"2026-07-10T23:09:24","date_gmt":"2026-07-10T23:09:24","guid":{"rendered":"https:\/\/tokenmetrics.com\/blog\/crypto-tax-record-checker\/"},"modified":"2026-07-10T23:09:24","modified_gmt":"2026-07-10T23:09:24","slug":"crypto-tax-record-checker","status":"publish","type":"post","link":"https:\/\/tokenmetrics.com\/blog\/crypto-tax-record-checker\/","title":{"rendered":"Crypto Tax Record Checker: Prepare Questions for Your Tax Professional"},"content":{"rendered":"<p><!-- TM_NERDWALLET_BATCH2_START --><\/p>\n<style>.single .entry-content .tm-b2{box-sizing:border-box;margin:28px 0;padding:clamp(18px,3vw,28px);border:1px solid rgba(17,17,17,.12);border-radius:24px;background:linear-gradient(145deg,#fffdf3,#fff 58%,#f4f4f5);box-shadow:0 14px 34px rgba(17,17,17,.07)}.single .entry-content .tm-b2 *{box-sizing:border-box}.single .entry-content .tm-b2-grid{display:grid;grid-template-columns:repeat(3,minmax(0,1fr));gap:12px}.single .entry-content .tm-b2 .tm-nd-card{min-width:0;padding:16px;border:1px solid rgba(17,17,17,.1);border-radius:16px;background:#fff}.single .entry-content .tm-b2 a{overflow-wrap:anywhere}.single .entry-content .tm-b2 select,.single .entry-content .tm-b2 input{width:100%;max-width:100%;padding:10px;margin-top:6px;border:1px solid #a3a3a3;border-radius:8px;background:#fff}.single .entry-content .tm-b2 button{border:0;cursor:pointer}@media(max-width:700px){.single .entry-content .tm-b2-grid{grid-template-columns:1fr}.single .entry-content .tm-b2{padding:18px;border-radius:18px}}<\/style>\n<section class=\"tm-b2\" data-tm-b2-checker=\"tax\">\n<h2>Crypto tax record checker<\/h2>\n<p>Use these questions to prepare a safer review. This checker does not calculate tax, determine a tax result, or give tax advice.<\/p>\n<div class=\"tm-b2-grid\"><label class=\"tm-nd-card\">Do you have a list of every wallet and exchange?<select data-b2=\"accounts\"><option value=\"yes\">Yes<\/option><option value=\"no\">No \/ unsure<\/option><\/select><\/label><label class=\"tm-nd-card\">Have you reviewed imported records for gaps or duplicates?<select data-b2=\"review\"><option value=\"yes\">Yes<\/option><option value=\"no\">No \/ unsure<\/option><\/select><\/label><label class=\"tm-nd-card\">Have you reviewed connection permissions and privacy terms?<select data-b2=\"privacy\"><option value=\"yes\">Yes<\/option><option value=\"no\">No \/ unsure<\/option><\/select><\/label><\/div>\n<p><button type=\"button\" class=\"tm-nd-cta\" data-b2-action=\"check\">Show my next checks<\/button><\/p>\n<div class=\"tm-nd-card\" aria-live=\"polite\" data-b2-output><strong>Answer the questions, then select the button.<\/strong><\/div>\n<p><strong>Important:<\/strong> never enter a seed phrase or private key into a tracker or tax tool. Use read-only permissions where available and keep independent records.<\/p>\n<section class=\"tm-nd-disclosure\">\n<p><strong>Disclosure:<\/strong> Token Metrics may earn compensation when readers use certain partner links. Compensation does not determine editorial coverage. This is general educational information, not personalized tax or legal advice; confirm your filing position with a qualified tax professional.<\/p>\n<\/section>\n<h2>Sources checked<\/h2>\n<ul>\n<li><a href=\"https:\/\/www.irs.gov\/filing\/digital-assets\" target=\"_blank\" rel=\"nofollow noopener\">IRS digital assets guidance<\/a><\/li>\n<li><a href=\"https:\/\/support.koinly.io\/en\/articles\/10162222-what-is-koinly\" target=\"_blank\" rel=\"nofollow noopener\">Koinly documentation<\/a><\/li>\n<li><a href=\"https:\/\/coinledger.io\/integrations\" target=\"_blank\" rel=\"nofollow noopener\">CoinLedger integrations<\/a><\/li>\n<\/ul>\n<p><a class=\"tm-nd-cta\" data-tm-track=\"tm-cta-click\" data-tm-cta=\"daily-pulse\" href=\"https:\/\/tokenmetrics.com\/?utm_source=tokenmetrics_blog&amp;utm_medium=tax_software&amp;utm_campaign=nerdwallet_batch2_2026\">Start with the free Daily Pulse<\/a><\/p>\n<p><script>(function(){var r=document.querySelector('[data-tm-b2-checker=\"tax\"]');if(!r)return;var o=r.querySelector('[data-b2-output]');r.querySelector('[data-b2-action=\"check\"]').addEventListener('click',function(){var misses=[];['accounts','review','privacy'].forEach(function(k){if(r.querySelector('[data-b2=\"'+k+'\"]').value==='no')misses.push(k);});var text=misses.length?'Start with: '+misses.map(function(k){return k==='accounts'?'list every account and wallet':k==='review'?'review missing, duplicate, and unmatched records':'review permissions and privacy terms';}).join('; ')+'.':'Your checklist is complete for now. Reconfirm current records and permissions before relying on any tool output.';o.innerHTML='<strong>Suggested next step:<\/strong> '+text;});})();<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"WebApplication\",\"name\":\"Crypto Tax Record Checker\",\"applicationCategory\":\"FinanceApplication\",\"operatingSystem\":\"Any\"}<\/script><\/section>\n<p><!-- TM_NERDWALLET_BATCH2_END --><\/p>\n","protected":false},"excerpt":{"rendered":"Crypto tax record checker Use these questions to prepare a safer review. This checker does not calculate tax,&hellip;","protected":false},"author":1,"featured_media":6091,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_tm_paid_cta_tier":"","_tm_paid_cta_heading":"","_tm_paid_cta_body":"","csco_display_header_overlay":false,"csco_singular_sidebar":"","csco_page_header_type":"","csco_page_load_nextpost":"","csco_page_reading_time":"","csco_page_toc_navigation":"","csco_post_video_location":[],"csco_post_video_location_hash":"","csco_post_video_url":"","csco_post_video_bg_start_time":0,"csco_post_video_bg_end_time":0,"csco_post_video_bg_volume":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[6],"tags":[],"sections":[],"entities":[],"class_list":["post-6100","post","type-post","status-publish","format-standard","has-post-thumbnail","category-guides","cs-entry","cs-video-wrap"],"jetpack_featured_media_url":"https:\/\/tokenmetrics.com\/blog\/wp-content\/uploads\/2026\/07\/nerdwallet-tax-record-checker-2026-07-10.png","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/posts\/6100","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/comments?post=6100"}],"version-history":[{"count":1,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/posts\/6100\/revisions"}],"predecessor-version":[{"id":6109,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/posts\/6100\/revisions\/6109"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/media\/6091"}],"wp:attachment":[{"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/media?parent=6100"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/categories?post=6100"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/tags?post=6100"},{"taxonomy":"section","embeddable":true,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/sections?post=6100"},{"taxonomy":"entity","embeddable":true,"href":"https:\/\/tokenmetrics.com\/blog\/wp-json\/wp\/v2\/entities?post=6100"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}