Handing your TrueStake data to your CPA
What to send
Your CPA needs one thing: the Tax Report for the year(s) you're filing — the XLSX workbook, or the CSV if that's what their software ingests. No dashboard login, no chain data, no spreadsheet you have to build yourself. If you haven't generated it yet, How to use your TrueStake Tax Report covers what's in it and how to export it.
Questions your CPA will likely ask
"Why isn't there a 1099-DA for this?" If you run your own validator or use a non-custodial staking service, you won't get one — non-custodial infrastructure is excluded from the broker-reporting rules that created Form 1099-DA. See Form 1099-DA Readiness for the full framing. The short version: your staking income is self-reported either way, and the recognition obligation existed before the form did. Your TrueStake report is built to be the audit-defensible record that stands in for the 1099-DA you won't receive.
"When was this income recognized, and why?" Each row's recognition date is when the ETH became yours to use — credited to your withdrawal address or fee recipient — consistent with Rev. Rul. 2023-14's dominion-and-control standard. That's the recognition-date column on the Detail sheet, in both UTC and US Eastern.
"How do you know these amounts are correct?" Every receipt is reconciled to the wei against the actual on-chain settlement event, with a default 100-wei tolerance. The raw upstream API payload behind every number is preserved as evidence — nothing is estimated unless the report says so.
"What price did you use, and what if sources disagreed?" Each row's Price source (Kraken or CoinGecko) and Price observed timestamp are on the Detail sheet, plus a Corroboration status: Corroborated, Single-source, or Disagreement (sources didn't match — the row uses the Kraken price and stays flagged). No stored price for a date means TrueStake blocks that export rather than estimate one.
"What about penalties or slashing?" They're broken out on an isolated Penalties (informational) sheet, outside the income totals. Whether — and how — a penalty affects the return is your CPA's call.
How your CPA verifies any line
Every Detail row has a Chain Reference — a direct Etherscan link to the transaction or block behind that income. Your CPA can open it and see the on-chain settlement themselves. That link, plus the row's Citation, is the audit trail: no PDF statement, no trust-us summary — just the chain and the rule that applies to it.
What TrueStake doesn't decide for them
TrueStake records facts; it doesn't take positions on unsettled questions — slashing/penalty deductibility, MEV income characterization, trade-or-business treatment, or how a full-exit sweep splits between principal and income. TrueStake records the full amounts; your tax professional determines the treatment. Consult a qualified tax professional about your specific return.
Questions? Email support@truestake.io — we're glad to walk your CPA through the report directly if that's useful.