Guide

1099-DA and Crypto Tax Software: What Filers Ask

A 1099-DA question is usually a workflow question: what data is available, how it is reconciled with wallet and exchange activity, and which report or export a product provides. TaxAIs profiles record 1099-DA-related capabilities for CoinLedger, Summ, and TaxBit. Those notes are product facts, not an interpretation of filing obligations or a promise that any tool handles every broker form.

Independent analysis · Figures verified September 2026 · Methodology

A 1099-DA question is usually a workflow question: what data is available, how it is reconciled with wallet and exchange activity, and which report or export a product provides. TaxAIs profiles record 1099-DA-related capabilities for CoinLedger, Summ, and TaxBit. Those notes are product facts, not an interpretation of filing obligations or a promise that any tool handles every broker form.

How they compare — figures drawn from each company's profile, last verified September 2026
ProductRegionsBuilt on AIHQ
CoinLedger US · CA · UK · AU AI features added Saint Louis, US
TaxBit US · UK · EU AI features added Draper, US
Crypto Tax Calculator (Summ) AU · US · UK · CA · EU · NZ AI features added Sydney, Australia

What the TaxAIs profiles record

The table describes what the supplied TaxAIs records say. It does not establish that any tool imports every broker form, corrects every mismatch, or files a return for every user.

ToolRecorded 1099-DA contextAudience or scope recorded
CoinLedgerReconciliation messaging for the 2025 tax year; DeFi, NFT, and on-chain support; exports including Form 8949 and capital-gains reports.Individuals, freelancers, and accountants.
Summ (formerly Crypto Tax Calculator)1099-DA mismatch support; reconciliation engine flags discrepancies and missing cost basis.Individuals, freelancers, and accountants; Australia HQ with US, UK, Canada, Europe, and New Zealand regions in the roster.
TaxBitEnterprise information-reporting solutions including 1099-DA, alongside DAC8/CARF and accounting subledger products.Enterprise and government; the consumer DIY product was discontinued according to the roster record.

Questions to ask before choosing a tool

  • Does the product support the exchanges, wallets, chains, and files in your own history?
  • How does it flag missing cost basis, duplicate records, or transfers that need review?
  • Which reports and exports are available for your tax year and jurisdiction?
  • Is the workflow DIY, expert-assisted, or enterprise information reporting?
  • What happens when a broker statement and wallet history do not reconcile?
  • What are the current privacy, retention, and data-use terms?

Product notes

CoinLedger is recorded as a one-time, per-tax-year report product with free import, portfolio, and preview functions. Its listed facts include Form 8949, capital-gains reporting, DeFi/NFT/on-chain support, and exports for TurboTax, TaxAct, H&R Block Desktop, and TaxSlayer. The roster gives Hobbyist at $49 for up to 100 transactions, Investor at $99 for up to 1,000, and Pro at $199+ for 3,000+; confirm current pricing before relying on it.

Summ is the current brand name recorded for Crypto Tax Calculator. The roster records yearly subscription pricing, a free tracking/preview mode, support for up to 200,000 self-serve transactions, and a 1099-DA mismatch workflow. The supplied record says its listed US tiers include Rookie at $49 for 100 transactions, Hobbyist at $99 for 1,000, Enthusiast and Investor at $249, and Trader at $499; pricing should be re-verified because the record flags alternate labels on the same page.

TaxBit is not presented in the supplied record as a current consumer DIY filing product. Its current focus is enterprise and government digital-asset compliance, including 1099-DA and related information reporting. Do not assume a consumer filing path from the TaxBit name alone.

Browse the directory

Use the TaxAIs crypto category to review profiles. This page is for software discovery, not tax advice, an endorsement, or a guarantee.

How to choose

When evaluating CoinLedger
CoinLedger
Reconciliation messaging for the 2025 tax year; DeFi, NFT, and on-chain support; exports including Form 8949 and capital-gains reports.
When evaluating Summ (formerly Crypto Tax Calculator)
Summ (formerly Crypto Tax Calculator)
1099-DA mismatch support; reconciliation engine flags discrepancies and missing cost basis.
When evaluating TaxBit
TaxBit
Enterprise information-reporting solutions including 1099-DA, alongside DAC8/CARF and accounting subledger products.

Frequently asked

What is 1099-DA?
The supplied roster records 1099-DA as a digital-asset information-reporting context. This page does not interpret the form, determine whether it applies, or provide filing instructions. Check current official guidance for the relevant tax year and jurisdiction.
Do I need crypto tax software if I received a broker form?
The supplied facts do not answer that legal or filing question. Software may help reconcile a broker statement with other wallet, exchange, or on-chain records, but coverage and workflow differ. Ask a qualified professional about your facts.
Which TaxAIs tools mention 1099-DA?
CoinLedger records 2025 tax-year reconciliation messaging, Summ records 1099-DA mismatch support, and TaxBit records enterprise 1099-DA information-reporting solutions. These are different product scopes, so they are not interchangeable recommendations.
Is TaxBit a consumer filing option?
Do not assume it is. The supplied TaxBit record says its consumer DIY product was discontinued and describes enterprise and government solutions instead. Verify the current audience and availability.

Profiles referenced

Browse crypto tax tools