DEX Tax Compliance and Cost Basis Reconstruction: Navigating IRS Reporting Without Form 1099-DA

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DEX Tax Compliance and Cost Basis Reconstruction: Navigating IRS Reporting Without Form 1099-DA

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This episode explores the intricate world of decentralized exchange (DEX) reporting, highlighting why non-custodial trading creates unique tax documentation risks and how to proactively reconstruct cost basis for IRS compliance.\n- How do decentralized exchanges differ from centralized platforms regarding IRS reporting?\n- What are the implications of the Infrastructure Investment and Jobs Act of 2021 for DEX users?\n- Why is cost basis reconstruction the most critical step for decentralized traders?\n- How should liquidity provider tokens and wrapped assets be handled for tax purposes?\n- What tools and strategies can help manage thousands of on-chain transactions?\n- When do decentralized activities trigger a need for professional forensic accounting?\n- What are the specific reporting deadlines and regulatory changes expected by 2026?\n\nDigital Asset Planning is hosted by Ran Chen, EA, CFP®. He is a seasoned financial professional specializing in complex cases for high-net-worth individuals and families with international backgrounds. Unlike standard crypto commentary, this podcast focuses on the intersection of digital assets and real-world financial planning—including tax strategy, estate and legacy planning, cross-border jurisdictional issues, and risk management. We help serious asset holders move beyond speculation toward long-term responsibility and protection. For more resources, visit https://digital-asset-planning.com.

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