Why start before February
Your Form 1099-DA for 2026 sales is due to you by February 16, 2027. Your return and any tax are due April 15, 2027. That is about eight weeks.
- The form may not show cost basis. For 2026 sales, brokers must report basis only for covered assets: generally crypto bought after 2025 at that broker and held there. Basis for older or transferred-in crypto comes from your own records.
- Basis is tracked per wallet and account. Since January 1, 2025, the IRS rules in Rev. Proc. 2024-28 apply basis account by account, so transfers between your own wallets need to be traced.
- Several sources take time. Collecting exports from every exchange and wallet, removing duplicates, and matching transfers is easier before the forms arrive than in the weeks before April 15.
What to do before the season
- Now to December. Download complete transaction histories from every exchange and wallet, including closed accounts and earlier years. List each wallet you control.
- By December 31. If you sold crypto held at a broker in 2026 and use a lot method other than first-in, first-out, note the Notice 2026-20 date below.
- January. Import the histories into your software and clear warnings: missing cost basis, duplicates, and unmatched transfers.
- From February 16. Compare each 1099-DA with the broker export and your software: proceeds and, for 2026 sales, cost basis.
- March. Give your CPA or EA an organized package: ledger, source index, and open questions. See the records checklist.
2027 deadlines
Federal dates for tax year 2026. Download all dates (.ics) for Apple Calendar, Outlook, or Google Calendar, or add single dates below. To keep dates updated automatically, subscribe.
- Thursday
Last day of the Notice 2026-20 relief
Through this date you may identify units, or record a standing order, in your own records for crypto held at a broker. For 2026 sales the broker may report a different lot.
- Friday
4th estimated tax payment for 2026
The last quarterly payment for 2026 income, including crypto gains. It can be skipped if you file your 2026 return and pay in full by February 1, 2027.
- Late January 2027
IRS starts accepting 2026 returns
Not announced yet. The last two seasons opened on January 27, 2025 and January 26, 2026.
- Monday
Forms 1099-NEC, 1099-K and 1099-MISC due to you
Income forms from payment platforms and payers. January 31 is a Sunday, so the date moves to Monday.
- Tuesday
Forms 1099-DA and 1099-B due to you
Your broker statements for 2026 sales. February 15 is a federal holiday, so the date moves to Tuesday. For 2026 sales, cost basis is required only for covered assets: generally bought after 2025 at that broker and held there until the sale.
- Thursday
2026 tax return and tax payment due
Form 1040 and any tax owed. Also the deadline to request an extension (Form 4868), to file the FBAR, and to make the 1st estimated payment for 2027. An extension gives more time to file, not more time to pay.
- Tuesday
2nd estimated tax payment for 2027
Quarterly payment for income received in 2027, including crypto gains.
- Wednesday
3rd estimated tax payment for 2027
Quarterly payment for income received in 2027.
- Friday
Extended 2026 returns due
Last day to file if you requested an extension by April 15. The automatic FBAR extension also ends.
- Tuesday
4th estimated tax payment for 2027
Projected: January 15, 2028 is a Saturday and January 17 is a federal holiday. The 2027 Form 1040-ES is not published yet.
Status: “Confirmed” dates come from current IRS forms and pages. “Expected” dates come from the IRS draft Publication 509 (2027) and IRS rules; I re-check them when the final version is published, usually in December. Florida has no personal income tax; other states set their own dates.
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Questions about the 2027 dates
When will I get my Form 1099-DA for 2026?
Brokers must furnish it by February 16, 2027. The usual date, February 15, is a federal holiday that year. Many brokers deliver it electronically in your account.
Will my 1099-DA show cost basis?
For 2026 sales, basis is required only for covered assets: generally crypto bought after 2025 at that broker and held there until the sale. Crypto bought earlier or moved in from another account may show proceeds only.
Does an extension give me more time to pay?
No. Form 4868 extends the time to file your return to October 15, 2027. The IRS says an extension of time to file is not an extension of time to pay.
Do Florida residents have a state income tax deadline?
Florida has no personal income tax, so the dates on this page are federal. Other states have their own rules.
When should I start organizing my crypto records?
Before the season. If several exchanges, wallets, or years are involved, collecting exports and fixing gaps takes time, and starting before February leaves room to compare your 1099-DA when it arrives.
When a records review can help
If your history spans several exchanges, wallets, or years, a records review shows what is missing and what to fix first, and transaction cleanup organizes the history for your preparer. Tax advice, return preparation, and filing are not included.
This calendar is general information based on IRS sources checked on October 14, 2026. It is not tax advice. Your situation may have other dates, such as state or business deadlines.
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