Ever since the same question about virtual currency appears on the front page of the form 1040 below the section of taxpayer's personal information. The Department of the Treasury and the IRS provided guidelines on information reporting obligations for digital asset brokers. In 2024, the Department of Treasury and the IRS released final regulations [TD10000] and established comprehensive tax reporting requirements for digital asset brokers.

This way, you'll receive real-time updates directly on your device, ensuring you never miss important announcements or opportunities in the ever-evolving cryptocurrency market. Staying connected will help you make timely decisions and stay ahead of the curve!

This way, you'll receive real-time updates directly on your device, ensuring you never miss important announcements or opportunities in the ever-evolving cryptocurrency market. Staying connected will help you make timely decisions and stay ahead of the curve!

To view deposit history beyond the past year, you can download your funding history on the web from Assets > Order center. You can download data for the past 6 months, the past year, or a custom time period, with data available from February 2021 onwards. For detailed instructions, please refer to How do I download my account statements? The deposit page displays the number of block confirmations required for deposits and withdrawals.

Once expanded, you can view total PnL across different time periods — 1 day, 1 week, 1 month, 6 months, and 1 year. Up to 1 year of cumulative PnLs are available. Select the ">" icon next to PnL to view Spot PnL and Futures PnL separately.Why would I want to switch between PnL value and percentage display? Switching between PnL value and percentage allows you to view your performance in different ways: Value: Shows the actual profit or loss in the currency you are trading.

You will receive a 1099-MISC if you earned $600 or more in staking rewards, bonuses, or airdrops during the 2025 tax year. Note: the IRS threshold for this form increases to $2,000 for the 2026 tax year.

Cost Basis: Starting with crypto acquired on OKX in Tax Year 2026 and sold on OKX in 2026 or later, the form will expand to include the cost basis for these "covered securities" (assets acquired on OKX after the regulation start date).When will I receive my tax forms? Form 1099-MISC: Available by February 2, 2026 (for those who earned $600+ in rewards/staking). Form 1099-DA: Available by February 17, 2026.

Total profit reflects the ever-changing profit and loss of your grid strategy. It is a floating value, composed of grid profit and unpaired profit and also takes into account any other operations such as deposits or withdrawals. For example, if you start a grid strategy with 100 USDT, and your current total asset valuation of the grid strategy (estimated in USDT based on market price) is now 200 USDT, your total profit will be 200-100 = 100 USDT.

income (past 12 months) Accountant Letter Issued within the last 3 months with business ownership confirmation Distribution Record Shows recent profit withdrawals or distributions Others Issued within the last 3 months with compensation or business ownership confirmation Investment returns Investment Account Statement Issued within the last 3 months Retirement Account Statement Issued within the last 3 months Brokerage Statement Issued within the last 3 months Bank Statement Shows investment income

You’ll need it if you ever switch devices. You can turn off or change your authenticator app at any time.

A transaction occurring late on December 31 in the US might be recorded as January 1 UTC and will appear on the following year’s tax form.How do I update my SSN or Taxpayer ID? To ensure your forms are filed correctly, your information must be accurate. To update your SSN, TIN, or legal name: Navigate to the Tax Center Select Update Profile or Contact OKX Help You will be connected with our support team to complete the update You can check with us to update your SSN or Taxpayer ID

For account statements from specific data, you can download data from the past two years. The record time is based on the UTC time zone, with 00:00 as the default cutoff time On app, only account statement records from the past 12 months are available for download. Downloading account statements from specific data is not supported at this time.

Go to All withdrawals to view or download withdrawal records for the past year. If you need to view withdrawal records older than one year, you can download your funding history on the web. Learn more: How do I download my account statements? Here are the possible reasons:The block hasn't been confirmed by the miners Once you submit the withdrawal request, your funds will be submitted to the blockchain. It requires miners' confirmation before the funds can be credited to your account.

This dual-purpose platform caters to both novice and experienced traders, offering a dynamic space for continuous learning and skill development in the ever-evolving world of cryptocurrency trading.What are the benefits of using demo trading? Risk-free trading: one of the biggest advantages of demo trading is that it allows traders to test their strategies and make mistakes without risking any real money.

This dual-purpose platform caters to both novice and experienced traders, offering a dynamic space for continuous learning and skill development in the ever-evolving world of cryptocurrency trading.What are the benefits of using demo trading? Risk-free trading: one of the biggest advantages of demo trading is that it allows traders to test their strategies and make mistakes without risking any real money.