Crypto TaxesBeginner Guide

How to Do Crypto Taxes for the First Time: A Simple Step-by-Step Guide

If you bought, sold, or traded any cryptocurrency last year, you need to report it on your taxes — even if you only made a small profit. The good news: it's much simpler than it sounds, and this guide will walk you through every step in plain English.

CryptoToolAdvisor TeamLast updated: May 8, 20268 min read
Disclosure: This article contains affiliate links. If you sign up for a tool through our links, we may earn a small commission at no extra cost to you. Our recommendations are always independent — we never accept payment for positive reviews. Read our full disclaimer →

In This Guide

  1. 1.Do you actually have to report crypto on your taxes?
  2. 2.What information do you need before you start?
  3. 3.Step 1 — Calculate your gains and losses
  4. 4.Step 2 — Fill out Form 8949
  5. 5.Step 3 — Choose how to file
  6. 6.What if you made less than $600?
  7. 7.What happens if you don't report crypto taxes?
  8. 8.The easiest way to file as a beginner
  9. 9.Frequently asked questions

Do You Actually Have to Report Crypto on Your Taxes?

Yes — and this surprises many first-time crypto investors. The IRS treats cryptocurrency as property, not currency. That means every time you sell, trade, or spend crypto, it's treated the same as selling a stock or piece of real estate. You owe taxes on any profit you made.

The key concept to understand is a taxable event — any transaction that triggers a tax obligation. Not everything you do with crypto is taxable. Here's a clear breakdown:

TransactionTaxable?
Selling crypto for USD Yes
Trading BTC for ETH (or any crypto-to-crypto swap) Yes
Getting paid in crypto for work or services Yes
Earning staking or mining rewards Yes
Spending crypto to buy goods or services Yes
Buying crypto with USD No
Transferring crypto between your own wallets No
Holding crypto in a wallet (not selling) No
Receiving a crypto gift under $18,000 No

If you only bought crypto last year and never sold or traded it, you have nothing to report. If you sold even a small amount, keep reading.

What Information Do You Need Before You Start?

Before you open any tax software, gather the following. Most of this is available directly from your exchange account:

A list of every exchange or wallet you used (Coinbase, Kraken, Binance, MetaMask, etc.)
Your complete transaction history — most exchanges let you export this as a CSV file
The date and USD price of every buy, sell, and trade
Any 1099-DA or 1099-B tax forms your exchange sent you (check your email and account documents)
Pro tip: If you used more than one exchange, crypto tax software can pull all your transactions automatically — saving hours of manual work and eliminating the risk of missing a trade.
1

Calculate Your Gains and Losses

For every crypto sale or trade, you need to calculate your capital gain or loss. The math is straightforward:

Capital Gain = Sale Price − Cost Basis

Cost basis = what you originally paid for the crypto (including fees)

Example: You bought 0.01 BTC for $500 in January. You sold it in November for $800. Your capital gain is $300. That $300 is what you owe taxes on — not the full $800.

There's also an important distinction between short-term and long-term gains. If you held the crypto for less than one year before selling, it's taxed as ordinary income (the same rate as your salary). If you held it for more than one year, you qualify for the lower long-term capital gains rate — typically 0%, 15%, or 20% depending on your income.

Calculate your exact gain or loss instantly:

Enter your buy price, sell price, and quantity into our free calculator to see your profit, loss, and estimated tax in seconds.

2

Fill Out Form 8949

Every individual crypto sale needs to be reported on Form 8949 — this is the IRS form that tracks capital gains and losses from property sales. Each row on Form 8949 represents one transaction: what you sold, when you bought it, when you sold it, what you paid, and what you received.

The totals from Form 8949 then flow into Schedule D, which summarizes your overall net capital gain or loss for the year. Schedule D is what ultimately affects your tax bill.

If you made 50 trades last year, you need 50 rows on Form 8949. If you made 500 trades, you need 500 rows. This is exactly why crypto tax software exists — it generates these forms automatically from your transaction history, so you never have to fill them out by hand.

New in 2025 — Form 1099-DA: Starting with the 2025 tax year, US crypto exchanges are required to send you a Form 1099-DA reporting your gross proceeds. If you receive one, your exchange has already reported your sales to the IRS. Make sure your tax return matches — discrepancies trigger audits.
3

Choose How to File

You have three main options for filing your crypto taxes. The right choice depends on how many transactions you have and how complex your activity is:

OptionBest ForCostEffort
Crypto Tax SoftwareRecommended
Koinly, CoinLedger, CoinTracker
Most beginners and intermediate investors$0 – $99Low
TurboTax with Crypto Import
TurboTax Premier
Simple portfolios on one exchange$89 – $169Low
Hire a Crypto CPA
ChainwiseCPA, TokenTax
Complex DeFi, NFTs, or high-volume trading$300 – $1,500+None

Not sure which software to choose?

We've tested and compared every major crypto tax tool so you don't have to. Our independent review covers pricing, ease of use, exchange support, and who each tool is best for.

What If You Made Less Than $600?

This is one of the most common misconceptions in crypto taxes. The $600 threshold you may have heard about determines whether your exchange is required to send you a 1099 form — it has absolutely nothing to do with your personal reporting obligation.

Important: You must report all taxable crypto gains to the IRS regardless of the amount — even if it's $5. There is no minimum threshold for personal reporting.

That said, if you made a small gain — say, $50 — the actual tax owed is also small. At a 15% long-term capital gains rate, $50 in gains means $7.50 in tax. The IRS is far more focused on large unreported gains than on small amounts, but the legal obligation to report exists regardless.

What Happens If You Don't Report Crypto Taxes?

Starting with the 2025 tax year, US crypto exchanges are required to report your transaction proceeds directly to the IRS via Form 1099-DA. This means the IRS will have a record of your crypto sales whether you report them or not. Discrepancies between what exchanges report and what you file are a primary audit trigger.

The consequences of not reporting can include a failure-to-file penalty of 5% of unpaid taxes per month (up to 25%), plus interest on any unpaid balance. In cases of deliberate evasion, criminal penalties are possible — though this is rare for ordinary investors.

If you made an honest mistake in a prior year, the solution is straightforward: file an amended return (Form 1040-X). The IRS treats voluntary corrections far more favorably than discovered omissions. Most crypto tax software can generate amended return reports for prior years.

The Easiest Way to File Crypto Taxes as a Beginner

For the vast majority of beginners, dedicated crypto tax software is the simplest and most cost-effective approach. These tools connect directly to your exchanges via API or CSV import, automatically calculate your gains and losses, and generate the exact IRS forms you need to file.

Koinly

Top Pick

Best Overall for Beginners

Supports 700+ exchanges. Free plan available. Clean, intuitive interface designed for first-time filers.

Try Koinly Free

CoinLedger

Best for Coinbase Users

Deep Coinbase integration. Highest-rated on Trustpilot. Free to use — only pay when you download your report.

Try CoinLedger Free

CoinTracker

Best TurboTax Integration

One-click TurboTax export. Clean portfolio dashboard. Great for investors who already use TurboTax.

Try CoinTracker Free

Frequently Asked Questions

Do I have to report crypto if I didn't sell anything?

No — simply holding crypto is not a taxable event. You only need to report when you sell, trade, spend, or earn crypto as income. If you bought Bitcoin last year and still hold it, you have nothing to report this year.

Do I have to pay taxes on crypto under $600?

Yes. The $600 threshold only determines whether your exchange is required to send you a 1099 form — it does not affect your personal reporting obligation. You must report all taxable crypto gains regardless of the amount, even if it's $10.

What if I lost money on crypto?

Crypto losses can actually reduce your tax bill. You can use capital losses to offset capital gains — and if your losses exceed your gains, you can deduct up to $3,000 against ordinary income per year. This strategy is called tax-loss harvesting.

Is crypto tax software worth it for beginners?

For most beginners with a few dozen transactions, free or low-cost crypto tax software saves hours of manual work and significantly reduces the risk of errors. Tools like Koinly and CoinLedger connect directly to your exchanges and generate the forms you need automatically.

When is the crypto tax deadline?

The same as your regular US tax return — April 15. You can file for an automatic extension to October 15, but any taxes owed are still due by April 15 to avoid interest charges.

Key Takeaways

The IRS treats crypto as property — selling, trading, or spending it triggers a taxable event.

Simply holding crypto is not taxable. You only owe taxes when you sell or trade.

You must report all gains regardless of amount — the $600 threshold is for exchange reporting, not your personal obligation.

Crypto tax software automates the hard parts: calculating gains, generating Form 8949, and connecting to your exchanges.

If you held crypto for more than one year before selling, you qualify for lower long-term capital gains tax rates.

Losses can reduce your tax bill — use them to offset gains through tax-loss harvesting.

Ready to File Your Crypto Taxes?

Use our free tools to calculate your gains, estimate your tax bill, and find the right software for your situation.

Related Guides