When Does Uphold Send Tax Documents? Complete Guide
Last updated: August 21, 2026. Uphold sends US customers a mix of tax forms depending on what you did on the platform during the year: Form 1099-DA for digital asset sales and exchanges, Form 1099-MISC for staking or airdrop rewards of $600 or more, and in some prior years, Form 1099-B. Which forms you get, and when Uphold sends them, is explained below.
Form 1099-DA: What Changed for the 2025 Tax Year
Starting with transactions in the 2025 tax year, the IRS’s final broker reporting regulations require digital asset brokers, including Uphold, to issue Form 1099-DA reporting gross proceeds from digital asset sales and exchanges. Uphold has confirmed it will issue Form 1099-DA to its US customers, alongside Form 1099-MISC for staking and airdrop rewards of $600 or more. Cost basis reporting by brokers on Form 1099-DA generally starts with a later tax year, so don’t assume the cost basis Uphold reports (if any) matches what you actually paid, especially if you moved coins onto the platform from elsewhere.
Forms for the 2025 tax year are furnished to customers in early 2026, in the same filing window Uphold has historically used for 1099-B and 1099-MISC. The IRS has offered brokers penalty relief through 2026 for good-faith reporting efforts during this transition, so don’t be surprised if the process still has some rough edges.
How To Get Uphold Tax Documents
To get your Uphold tax forms, you will need to log into your Uphold account and navigate to the “Settings” section.
From there, you can select the “Tax Center” option and then click on the “Tax Forms” tab.
How to get Uphold tax forms
Here, you will be able to download your tax forms (1099-DA, 1099-MISC, or historically 1099-B) directly.
It’s important to keep in mind that Uphold will only generate a tax form for you if you have conducted taxable transactions throughout the year, such as selling cryptocurrencies or making other taxable transactions. If you have any questions or issues with obtaining your tax forms, you can reach out to Uphold’s customer support for assistance.
Does Uphold report to the IRS?
Yes, Uphold reports to the IRS. Like all US-based financial institutions, Uphold is required to comply with IRS regulations and report certain financial activities.
This includes reporting customer account information and any relevant tax documents. Uphold provides all necessary tax reporting for its users, including the issuance of 1099-DA and 1099-MISC forms for eligible transactions.
It is important for Uphold users to be aware of their tax obligations and to accurately report their cryptocurrency and other financial activities to the IRS.
Why Can’t Uphold Provide Me a Complete Tax Report?
Uphold provides Form 1099-DA and 1099-MISC (and in some cases 1099-B), but Uphold does not provide a complete tax report. It is your responsibility to provide these forms to your tax professional, and to download your transaction history to generate a complete tax report.
Does Uphold report to other tax authorities?
Uphold may report to tax authorities in compliance with local regulations. Since it is a regulated financial institution operating in multiple countries, Uphold is required to adhere to all tax reporting requirements and may provide information to tax authorities as necessary.
This includes reporting on user transactions and account activity to ensure compliance with tax laws and regulations.
If you were able to verify your identity (KYC) on Uphold, it is highly likely that they may report your activity to the tax authorities in your country.
For example, Uphold may report activity to the HMRC, ATO or CRA.
Uphold Tax Reporting
Uphold may report your activity to the IRS or other tax agencies, so it is important that you report your Uphold taxes when you file your tax return.
You can do this by downloading a report of your crypto transactions and providing it to a tax professional for inclusion in your return. However, using a crypto tax platform will usually help you streamline the process by calculating your income tax, and capital gains tax.
How Does Cryptocurrency Tax Software Help?
Cryptocurrency tax software is helpful because you can import your transaction history, and it will calculate everything necessary to report your income tax from transactions like staking rewards, as well as your capital gain or loss from exchanges and wallets.
It also makes sure to track an accurate cost basis, and allows you to easily report your uphold taxes.
Connecting Your Uphold To Crypto Tax Software
Connecting your Uphold account to crypto tax software such as Koinly can streamline the process of reporting your cryptocurrency transactions for tax purposes.
By syncing your Uphold account, you can easily track and categorize all your cryptocurrency trades, sales, and purchases.
This can save you time and hassle when it comes to calculating your tax liability on your crypto holdings.
Uphold does not allow customers to generate their own API key for third-party access. Instead, Uphold uses an OAuth-based connection: crypto tax platforms like Koinly offer a supported “Uphold” wallet integration that syncs your transaction history automatically once you authorize read-only access, or you can export a CSV file directly.
How to export Uphold transaction history
In order to download a csv file of your uphold transaction history, you will need to navigate to your uphold investing activity. To do this:
1 – Go to Menu > Activity in the application.
2 – Tap the document icon located on the top-right corner of the screen.
3 – Use the drop-down menu to select the “Transaction History” report.
4 – Tap “Generate Report” to download the form.
After generating your transaction history, you can import it to a tax calculator like Koinly.
How to use Uphold API for crypto taxes
One of the easiest ways to export your data is to connect Uphold to a crypto tax app via its supported integration. Uphold does not allow users to generate their own API key. However, the crypto tax platforms they’ve partnered with, like Koinly, allow you to select “Uphold” as a wallet and via OAuth authorization, synchronize your uphold crypto history automatically.
Which tax documents does Uphold issue?
Uphold only issues tax forms to users in the United States who have taxable transaction history for the tax year. Starting with the 2025 tax year, Uphold issues Form 1099-DA for digital asset sales and exchanges, plus Form 1099-MISC for staking and airdrop rewards of $600 or more. In prior years, Uphold issued Form 1099-B for reportable crypto sales.
In order to generate these reports:
1 – Go to Menu > Activity in the application.
2 – Tap the document icon located on the top-right corner of the screen.
3 – Use the drop-down menu to select the report you want.
4 – Tap “Generate Report” to download the form.
What is Form 1099-DA?
Form 1099-DA is the IRS’s new information return for digital asset brokers, reporting gross proceeds from digital asset sales and exchanges beginning with the 2025 tax year. It replaces the previous practice of using Form 1099-B for many crypto sales. Taxpayers who receive a 1099-DA must use this information, alongside their own cost-basis records, to report investment gains or losses on their tax return.
How are my Uphold crypto transactions taxed?
The taxation of your Uphold crypto trades depends on your country’s specific laws and regulations regarding virtual currency.
In many countries, crypto trades are subject to capital gains tax, where the profit from the purchase and sale of cryptocurrency is taxed.
You may also have to pay income tax on the fair market value of any tokens received in an airdrop, as staking rewards, or for the sale of goods and services.
It’s important to keep track of all your transactions and consult with a tax professional to ensure that you are accurately reporting and paying any taxes owed on your Uphold account.
If you have other transactions, such as defi, NFTs, or other “exotic” transactions Crypto Tax Made Easy can help.
Request a free crypto tax review today and we will help you set up a crypto tax software, review it for costly errors, and give you a flat-rate quote for the cost to fix the errors.
Our service usually costs less than half as much as client’s accountant to do the same amount of work.
Keep reading
- Do crypto exchanges report to the IRS? which forms every platform sends.
- Work with a US crypto tax accountant get your filing handled by specialists.