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Crypto Tax Reporting
The IRS first introduced the question related to virtual currency on Schedule 1 of Form 1040 for the tax year 2019. Ever since the same question about virtual currency appears on the front page of the form 1040 below the section of taxpayer's personal information. The Department of the Treasury and the IRS provided guidelines on information reporting obligations for digital asset brokers.Published on Sep 24, 2025Updated on May 29, 20262Income from staking and rewards
Note: the IRS threshold for this form increases to $2,000 for the 2026 tax year.Published on Nov 4, 2025Updated on May 29, 2026How do I navigate to and customize notification settings?
Customize price alerts by selecting the assets you want to track.Published on Oct 8, 2025Updated on May 29, 202618How do I use the custom formula feature?
By leveraging the custom formula feature, traders can gain a more customized and data-driven approach to market analysis, ultimately enhancing decision-making and trading efficiency. Learn how you can use the custom interval feature here.Published on Mar 5, 2025Updated on May 29, 20264How do I use the custom interval feature?
Go to the Trading page Hover on the arrow besides the Candles option, and select the interval selector above the trading chart Scroll down and select Custom interval from the available options Select Custom Interval within the list of interval periods available Enter your preferred time interval (for example, 3 minutes, 12 hours, or any custom setting) Fill in the custom time interval as you wish Confirm your selection, and the chart will adjust accordinglyHow does the custom interval feature helpPublished on Mar 5, 2025Updated on May 29, 20266How to add personalized messages for custom price alerts?
to select the alert of your preference or the Create alerts option In the designated field, input your custom message.Published on Feb 6, 2025Updated on May 29, 20264What are the tax implications for CeDeFi trading?
OKX is NOT obligated to report CeDeFi trades to the IRS and issue Form 1099-DA. 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.Published on Nov 12, 2025Updated on May 29, 2026How can I change my phone number?
Self-service tool For quick access, click the button below:I can log in to my accountOn the app Open your OKX app and select Menu Open Menu page Select Change phone number and follow on-screen instructions to enter your phone number in the New phone number field Note: it's mandatory to link both your phone number and email during the authentication setup. We'll send a 6-digit verification code to both your new and current phone numbers. Enter the code accordingly.Published on Sep 7, 2023Updated on Jun 19, 2026How do I join a video call with customer support?
Go to the Support center Select Join video call appointment under Self-service tools Select join video call appointment Enter the authentication code to join the video call Enter the authenticator code to join the video call Note: the email OTP will be sent to the verified contact email you used during your chat or ticket with customer service.Published on Aug 26, 2025Updated on Jun 2, 202655OKX customer review reward from Sourceforge terms and conditions
SourceForge is a customer product review site, which is not affiliated with OKX in any way. The promotion starts on August 8, 2023 and ends on August 31, 2023 at 11:59pm UTC. The first 50 eligible OKX customers to have a customer review pass SourceForge's Review Guidelines and published on SourceForge between August 8, 2023 and August 31, 2023 will be eligible for a $20 gift card (the "Gift").Published on Aug 7, 2023Updated on May 29, 202687Tax Center General FAQ
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.Published on Nov 25, 2024Updated on May 29, 202615What attestation do we need to agree to when verifying as an institutional customer?
As part of OKX onboarding process, the entity making an application (hereafter, the "Applicant") to be verified and onboarded as an institutional customer shall have to agree, acknowledge and attest the following statements: Applicant hereby makes the statements set forth herein, with effect from the date of execution, to provide OKX with certain information needed to confirm that Applicant is aware of its obligations under OKX’s Terms of Service and to ensure compliance with certain regulatory requirementsPublished on Feb 5, 2024Updated on May 29, 2026132OKX Web3 wallet customer review reward from Sourceforge terms and conditions
SourceForge is a customer product review site, which is not affiliated with OKX in any way. The promotion starts on August 8, 2023 and ends on August 31, 2023 at 11:59pm UTC. The first 150 OKX Wallet customers to have a customer review pass SourceForge's Review Guidelines and published on SourceForge between August 8, 2023 and August 31, 2023 will be eligible for a $20 gift card.Published on Aug 7, 2023Updated on May 29, 202657What should I do if my phone number/email address/authenticator app is unavailable?
Self-service tool For quick access, click the button below: If you've lost access to any of your 2FA methods, you can follow the steps below:I can log in to my account On the app Open your OKX app and go to Main Menu Open Main Menu page Select Account settings and go to Security and select Authenticator app / Phone / Email under the Authentication methods section Select preferred medium of two-factor authentication to proceed Select Change authenticator app / phone number / email address and selectPublished on Sep 15, 2023Updated on Jun 22, 20266,380How do I get my individual account verified?
If you've any questions or need to amend your information, you can seek assistance by using our OKX Support Center chatbot to connect with our customer support team, either via our website or app.FAQ1. Why do I need to verify my individual account again? We're required to regularly request that customers verify their identity information.2. Why did my identity verification for individual account get rejected? We reject verification for various reasons in accordance to our Terms of Service.3.Published on Aug 7, 2024Updated on Jun 11, 202637