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Filing Your 2018 Taxes: A Betterment Guide

Taxes can be confusing, even for the most savvy investors. Let our team of experts guide you through what you need to know to file your taxes with confidence.

For answers to your tax filing questions, scroll down to the help articles below. ▽

Top Dates Investors Should Know for Filing 2018's Taxes

Unlike banks or employers, the government guides investment services to distribute their main tax forms in mid-Feb. If you use Betterment, this means you can expect your 1099-B and DIV forms no sooner than Feb. 15.

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, 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 on Filing Your Tax Return

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 in April

Knowing how your investments affect your tax bill can help you save money not just on April 15th, but for years to come.

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

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.

Not yet investing using our tax-smart technology?

Tax-Coordinated Portfolio: Tax-Smart Investing Using Asset Location

Betterment’s Tax-Coordinated Portfolio could increase after-tax returns by 15% over 30 years.

Avoid Surprises with Tax Impact Preview

Betterment continues to make investing more transparent and tax-efficient, and empowers you to make smarter financial decisions.

Introducing Tax Loss Harvesting+

Our service is twice as effective as other TLH strategies.

This article should not be considered tax advice.

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