Not tax advice ยท last updated 25 October 2026
1099-DA reconciliation checker
review with a tax pro. You type both lists. This page does not import a broker PDF.
One line is an id, proceeds, and an optional basis. The same id on the worksheet list is the match. Proceeds differ when the amounts are more than half a cent apart. A blank basis on the 1099-DA, with a basis on the lot, is flagged and left as entered. That blank is expected on many 2025 forms.
Custodial brokers report gross proceeds for sales on or after January 1, 2025. Basis for covered securities is in scope for sales on or after January 1, 2026. Noncovered basis can be voluntary when box 9 is checked. Brokers that never take possession of the asset are outside the final broker regulations as BasisFix understands them. Confirm the copy in front of you. The worksheet still does not import a 1099-DA file.
FAQ
Does this read the PDF from my broker?
No. Paste or type id, proceeds, and basis. There is no file import on this page.
Why is basis blank on a 2025 form?
Many 2025 forms report proceeds and not basis. The checker flags that when your lot has a basis. It does not fill the blank.
What if the id is only on one side?
The row is flagged as only on the 1099-DA or only on the worksheet.