Filing Your 2020 Taxes: A Betterment Guide
Resources to help your prepare your taxes as a Betterment customer.
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.
Most Common Tax Filing Questions
Reporting Investment Income on Your Taxes: Foreign, U.S. Government, and State
Investing in a globally diversified portfolio means that your taxes will have an added layer of complexity. Learn how to report income from state, government, and foreign sources.
Filing Tax Forms as an Investor: 1099-B, 1099-DIV, 1099-R, 1099-INT, and 5498
Find answers to the common tax filing questions we hear from investors like you.
Importing Tax Forms Into Tax Software: TurboTax®, H&R Block®, and TaxAct®
With Betterment, you can automatically import your tax information into TurboTax, H&R Block, and TaxAct. Here’s what you need to know.
Insights from our Head of Tax
Our Head of Tax: 6 Tax Filing Hurdles When Investing
Taxes can be confusing, even for the most savvy investors. Enter Eric Bronnenkant, our Head of Tax, with six things to look out for when filing your taxes while investing.
What Is a Tax Advisor? Attributes to Look For
Since Betterment isn't a tax advisor, we often suggest that customers see a tax advisor regarding certain issues or decisions. Who exactly is a tax advisor and how should you think about picking one?
Tax Planning Happens Year Round, Not Just When You File
Knowing how your investments affect your tax bill can help you save money not just when you file, but for years to come.
READ MORE ON TAX FILING
What Should I Know About Taxes on My Investment Accounts?
An informed and educated investor can make better decisions if they know the unique tax attributes of each type of investment account.
Put Your Tax Refund To Work—We’ll Show You How
You finally got your tax refund. Now what? We’ll show you how to put it to use so that you can get the most of your money.
How to Determine the Tax-Deductible Value of Donated Shares
As part of optimizing your portfolio for taxes, you should assess how much of your invested money you can donate to reduce capital gains tax, instead of donating cash.