Please make sure to provide OKX with up-to-date and accurate tax information and tax forms for your OKX account.

Form 1099-DA is a new IRS tax form for digital asset brokers. Starting with the 2025 tax year, OKX is required to issue this form to report sales, trades, or exchanges of digital assets to both you and the IRS.What transactions trigger a Form 1099-DA? You will receive a 1099-DA if you engage in any of the following taxable events: Crypto to Fiat: Selling crypto (like Ethereum) for US Dollars.

It's solely users' responsibility to keep track of the cost basis of crypto assets within a self custody wallet and report realized gains / losses on income tax returns.

Where can I find my tax documents? On the web: Go to Assets > My Assets > Tax Center Tax center is one of the options in Assets > My assets On the app: Select Menu > Tax Center. Once generated, you can also download your full Transaction History for use with software like TurboTax. Navigate to the Tax Center by entering via the Menu optionWhy does my tax form show a different date than my local records? OKX uses Coordinated Universal Time (UTC) for all tax reporting.

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.

SoF/SoW Document Type Description Salary Payslip Issued within the last 3 months Bank Statement Shows salary deposits/employment income (past 3 months) Tax Document Shows employment income (past 12 months) Letter of employment Issued within the last 3 months, with employment confirmation and salary details Others Issued within the last 3 months, with employment confirmation and salary/compensation details Business ownership Bank Statement Shows income payments (past 3 months) Tax Document Shows business

Valid bank statements Tax form, tax statement, or tax return Pay stub that contains a residential address Valid rental agreement (the remaining tenure cannot be less than 2 months) Valid utility bills such as water, electricity, gas, home-attached TV or internet bills, or landline telephone bills. Mobile phone statements are not acceptable.

Navigate to Your tax summary > Settings to select your preferred method. Please note that changes only apply to future transactions. An example of what your tax summary looks like

All applicable taxes, as well as any fees or additional expenses arising from the acceptance and use of Rewards under this event, shall be the sole responsibility of the recipient. This includes, without limitation, any connection, installation, or service-related charges. This promotion is not (i) investment advice or an investment recommendation; (ii) an offer or solicitation, buy or sell crypto/digital assets; or (iii) financial, accounting, legal or tax advice.

All applicable taxes, as well as any fees or additional expenses arising from the acceptance and use of Rewards under this event, shall be the sole responsibility of the recipient. This includes, without limitation, any connection, installation, or service-related charges. 11. This promotion is not (i) investment advice or an investment recommendation; (ii) an offer or solicitation, buy or sell crypto/digital assets; or (iii) financial, accounting, legal or tax advice.

All applicable taxes, costs, and additional expenses associated with the acceptance and use of the prize are the sole responsibility of the Campaign prize recipient. Any and all applicable taxes and all fees and additional expenses, including connection, installation, and/or service costs, related to acceptance and use of the reward are the sole responsibility of the individual reward recipient.

All applicable taxes, costs, and additional expenses associated with the acceptance and use of the reward are the sole responsibility of the session's reward recipient. Any and all applicable taxes and all fees and additional expenses, including connection, installation, and/or service costs, related to acceptance and use of the reward are the sole responsibility of the individual reward recipient.

All applicable taxes, costs, and additional expenses associated with the acceptance and use of the prize are the sole responsibility of the Campaign prize recipient. Any and all applicable taxes and all fees and additional expenses, including connection, installation, and/or service costs, related to acceptance and use of the reward are the sole responsibility of the individual reward recipient.

All applicable taxes, costs, and additional expenses associated with the acceptance and use of the rewards are the sole responsibility of the applicable campaign or program reward recipient. Any and all applicable taxes and all fees and additional expenses, including connection, installation, and/or service costs, related to acceptance and use of the reward are the sole responsibility of the individual reward recipient.

It is not intended to provide (i) investment advice or an investment recommendation, (ii) an offer, solicitation, or inducement to buy, sell or hold crypto/digital assets, or (iii) financial, accounting, legal or tax advice. Crypto/digital assets, including stablecoins and NFTs, are subject to market volatility, involve a high degree of risk, can lose value, and are not FDIC insured.