Form 1099-DA Template

Use this form to record digital asset proceeds from broker transactions for a recipient.

By using this template, you agree to our Template Terms of Use.

Why use a Form 1099-DA?

A Form 1099-DA helps organize filer, recipient, digital asset, proceeds, basis, withholding, and gain or loss details.

Record digital asset data

Capture asset code, asset name, units, acquisition date, and sale or disposal date.
Track proceeds and basis

Record proceeds, cost or other basis, accrued market discount, and wash sale loss.
Classify reporting details

Mark proceeds type, basis reporting, loss status, and gain or loss category.

This template includes filer and recipient details, digital asset data, proceeds, basis, and reporting checkboxes.

Filer and recipient details
Fields capture filer and recipient names, addresses, taxpayer IDs, and account number.
Digital asset fields
Includes asset code, asset name, number of units, CUSIP number, and Form 8949 checkbox.
Transaction dates
Provides fields for date acquired and date sold or disposed.
Proceeds and basis fields
Covers proceeds, cost or basis, accrued market discount, and wash sale loss disallowed.
Reporting checkboxes
Includes basis reported, gross or net proceeds, QOF, withholding, loss, and gain type fields.