This article applies to US customers only.
CoinTracker compares the proceeds you uploaded on the 1099-DA against the proceeds it calculated from your transaction history. A "Poor Match" status in the 1099-DA portal means CoinTracker's calculated proceeds for an exchange doesn't match the proceeds reported on the uploaded 1099-DA. Beyond small rounding differences, most mismatches trace to a missing transaction, a misclassified one, or a cost basis method difference.
How do I investigate a mismatch?
The cause of a mismatch can come from several places. Check each of the following:
- Re-sync the exchange connection. Open the Wallets page, find the exchange, and refresh the sync. A missing recent transaction often resolves here.
- Filter 2025 transactions by the exchange. On the Transactions page, filter by the exchange and the 2025 tax year. Verify the sales and disposals match the dates and quantities on your 1099-DA. Look for misclassified entries — anything categorized as a Send or Receive that should be a Sale.
- Check for missing cost basis history. If you sold something in 2025 that you bought before connecting the exchange (for example, a 2021 purchase sold in 2025), the original buy needs to be in CoinTracker. Without it, the cost basis is missing.
- Check for duplicates and wrong-year entries. Filter for the same date and asset to find duplicate transactions. Confirm the year filter is set to 2025 — a transaction from 2024 or 2026 dragged into the comparison will distort the proceeds.
- Verify the proceeds you entered in the guided flow. Open the 1099-DA portal, compare what you entered against the summary page of the PDF, and confirm they match line by line.
- Confirm your cost basis method matches the exchange's. Navigate to your account settings and check the cost basis method (FIFO, HIFO, LIFO, etc.). If the exchange used a different method, the realized gains will differ from CoinTracker's even when every transaction matches.
Is a small mismatch a problem?
Small mismatches — rounding differences of a few dollars — are normal and don't require action. CoinTracker and exchanges sometimes pull prices from different sources, and a crypto-to-crypto trade priced at the trade's fair market value can land a cent or two off from the exchange's recorded value.
Large mismatches — more than a few dollars, or a percentage shift in proceeds — are a red flag. Work through the investigation steps above before filing. Filing a return that significantly disagrees with the 1099-DA the IRS already has on file could prompt a review.
What is and isn't covered by the 1099-DA
For the 2025 tax year, the 1099-DA form reports only the proceeds from sales and disposals on the issuing exchange. Several common transaction types don't appear on the form and won't be considered in the comparison:
- Transfers between your own wallets or exchanges.
- Deposits and withdrawals of crypto or cash.
- Staking rewards, interest, and airdrops — these are income, not proceeds.
- Mining rewards and other earned crypto.
If you spot one of these in CoinTracker but not on the 1099-DA, that's expected. The 1099-DA also doesn't cover cost basis or activity on other exchanges — each form only reflects its own platform's sales.
What should I bring to support if I need help?
If the investigation steps above don't surface the mismatch, contact support with:
- A screenshot of the mismatch comparison from the 1099-DA portal
- A copy of the 1099-DA PDF from the exchange
- A CSV export of your transactions from that exchange