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Understanding the New 1099-DA: Compliance Challenges Ahead

March 3, 2026
Online Only

The introduction of the IRS’ new Form 1099-DA, Digital Asset Proceeds From Broker Transactions (1099-DA), marks a significant shift in how digital asset transactions are reported, creating new challenges for taxpayers and advisors alike. In this webinar, we’ll break down 1099-DA reporting, where reporting gaps and inconsistencies are likely to arise, and why taxpayers may face increased risk. We’ll explore common pain points, such as cost basis accuracy and mismatches between taxpayer records and broker reporting. Attendees will walk away with a practical understanding of the 1099-DA landscape and learn strategies for preparing for potential compliance issues ahead.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Describe what the new 1099-DA covers and what it doesn’t.
  • Identify common data gaps and reporting mismatches.
  • Discuss preparation steps taxpayers can take now.

Presenter(s)

Nik Fahrer, Shehan Chandrasekera, Annette Nellen

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