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Switching Exchanges? Do These Five Things First — Or Your Cost Basis Gets Stranded on the Old Platform

Moving assets to a new exchange is easy. Whether your cost basis comes with them is entirely up to whether you saved it yourself.
Whether it's due to fees, regulatory pressure (some exchanges have exited certain jurisdictions), or simply wanting a smoother interface, sooner or later you'll need to move assets and transaction history from one exchange to another. Most people only care about whether the funds actually arrived — and overlook the thing most likely to break during the move: cost basis continuity. Moving the...
Tax Tools
Putting Tax-Loss Harvesting on the Calendar — What to Check Each Quarter
If harvesting isn't on your calendar, it's only on the calendar of "whenever...
Tax Tools
Is the Crypto Service You Use a CASP? Four Questions to Ask Yourself First
After these four questions, you won't become a legal expert — but at least...
Tax Tools
How to Determine Whether the Exchange You Use Is Already Covered by CARF
Not receiving a notification doesn't mean you're unaffected — a lot of the...
"Moving assets to a new exchange is easy. Whether your cost basis comes with them is entirely up to whether you saved it yourself."
— CryptoTax Bible
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