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Tax Filing Preparation

When you invest, you tax return filing process will likely gain some natural complexity. Gather resources and tips on filing your taxes when invested in a globally-diversified portfolio.

3 Tax Planning Opportunities to Consider Before 2017 Ends

3 Tax Planning Opportunities to Consider Before 2017 Ends

With a new tax reform bill signed into law, Betterment has several scenarios investors should consider as they anticipate changes to their financial plan.

2018 Tax Season Calendar: The Dates You Need to Know

2018 Tax Season Calendar: The Dates You Need to Know

Before you get started with filing your taxes this year, take a look at our 2017 tax season calendar to make sure you’re aware of important tax deadlines.

How to Determine the Tax-Deductible Value of Donated Shares

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.

Recent Articles

Should You File Your Return Now or on April 15?

The final piece of your tax season game plan is carefully timing when to file your tax return. Here’s why.

Your 2014 Tax Return: Planning Ahead with Betterment

Getting ready to file your 2014 tax return? Like with your investments, Betterment helps keep tax prep efficient and simple to do.

15 Year-End Tax Moves to Lower Your Tax Bill

Year-end planning is about finding the right year in which to earn additional income or to spend money on more tax deductions.

Find Five Minutes in the Next Five Days

Do your taxes. Open an IRA. And get that monkey off your back.

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