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Updated for 2021

Filing Your 2020 Taxes: A Betterment Guide

Resources to help your prepare your taxes as a Betterment customer.

A Guide to Filing Your 2020 Taxes

Resources to help your prepare your taxes as a Betterment customer.

Skip to tax filing answers

Top Dates Investors Should Know for 2021

Unlike the rules for banks or employers, the government guides investment services to distribute their main tax forms in mid-Feb. This means you can expect your 1099-B and DIV forms no sooner than Feb. 16.

Deadlines that occur on weekends or holidays like President’s Day are pushed to the next business day.

Betterment is not a tax advisor, nor should any information herein be considered tax advice. Please consult a qualified tax professional.

Most Common Tax Filing Questions

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Insights from our Head of Tax

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