---
title: Taxable events tracker — 2026
project: finance-template
tags:
  - tax
  - compliance
  - 2026
date: 2026-04-07
---

# Taxable events tracker — 2026

**Preparer:** Self / CPA TBD | **Jurisdiction:** Template (replace with your country/state rules)

## Legend

- **Status:** `needs_docs` | `ready` | `filed`
- Amounts go in your **ledger**; here we track categories and open items only.

## Events (sample rows)

| Date | Type | Asset | Amount (fiat est.) | Status | Notes |
|------|------|-------|---------------------|--------|--------|
| 2026-01-15 | Sell | BTC | — | needs_docs | Await 1099-B correction from exchange |
| 2026-02-03 | Staking reward | ETH | — | ready | Fair market value at receipt time |
| 2026-03-20 | Swap | ICP → USDC | — | needs_docs | Capture tx hashes in `transactions/` |

## Open items

- Confirm **wash sale** rules applicability for crypto per current year guidance in your jurisdiction.
- Gather **gift** letter for transfer received March 1 (not income if true gift—CPA to confirm).

## Filing checklist

- [ ] All `transactions/` notes for 2026 tagged `tax`
- [ ] Charitable contributions receipts uploaded to secure folder
- [ ] Estimated payments scheduled if Q1 liability exceeds safe harbor

Update this note within **one week** of any material trade or airdrop claim.