Certain factors can impact your past calculations. Take a look below to learn more about the factors that could change past tax calculations:
- Wallet/exchange changes: Adding or removing wallets/exchanges.
- Transaction edits: Adding, removing, or editing transactions from previous years.
- Cost basis changes: Modifying your cost basis method or cost basis tracking. Ultra plan customers can set cost basis by year.
- Product updates: Improvements like better accounting or DeFi categorization.
If you’d like to freeze your past transactions and maintain your transaction history, check out this article for details.
If your historical calculations have changed and you have questions about tax amendments or audits, refer to these IRS resources:
- Tips on How to Amend Your Tax Return
- Choosing a Tax Professional
- Should I file an amended return
- Refund Claims