CoinTracker’s 1099-DA experience
A new IRS regulation was changing how crypto taxes would be reported, and many users were confused about what they needed to do.
A new IRS regulation was changing how crypto taxes would be reported, and many users were confused about what they needed to do.
I led the end-to-end product design of the 1099-DA experience, from early strategy through launch.
I led the end-to-end product design of the 1099-DA experience, from early strategy through launch.
My goal was to turn those complex requirements into a clear, compliant experience.
My goal was to turn those complex requirements into a clear, compliant experience.
I worked closely with product, engineering, legal, compliance, and research to design and improve the full user flow.
I worked closely with product, engineering, legal, compliance, and research to design and improve the full user flow.
The final experience helped users understand what was happening and what actions they needed to take.
The final experience helped users understand what was happening and what actions they needed to take.
This project taught me how to simplify complex, highly regulated systems while aligning many different teams.
This project taught me how to simplify complex, highly regulated systems while aligning many different teams.
Impact
↓ 40%
Reduced user confusion during usability testing through iterative design
4 → 1
Unified multiple tax workflows into a single guided 1099-DA experience
8/10
Participants successfully completed the import flow without assistance
My process
Understand the regulation
Partnered with tax, legal, and compliance
Broke down the 1099-DA requirements
Identified business constraints and risks
1
Define the user journey
Mapped the end-to-end filing flow
Identified user pain points
Prioritized the biggest moments of confusion
2
Design & prototype
Explored multiple concepts
Created user flows and high-fidelity designs
Built high-fidelity, interactive prototypes using Figma, Claude Code, and Cursor.
3
Validate & iterate
Worked closely with PMs and engineers
Iterated based on feedback from users and stakeholders
4
Ship & refine
Collaborated with developers through implementation
Refined the experience through launch
Set up the development environment, contributed UI updates through GitHub pull requests, and led design QA.
5
© 2026 GaryDid.com
All rights reserved
© 2026 GaryDid.com
All rights reserved
© 2026 GaryDid.com
All rights reserved
© 2026 GaryDid.com
All rights reserved
