Skip to main content
Open menu
Get started

Jan. 31, 2025. Forms 1099-R and 1099-INT released.

Published | Updated

Jan. 31 is the deadline for Betterment to provide Form 1099-R, which reports distributions, conversions, and rollovers (except direct IRA to IRA transfers) from retirement accounts. Form 1099-INT reports interest received in your cash account, Betterment Cash Reserve.

Cash Reserve offered by Betterment LLC and requires a Betterment Securities brokerage account. Betterment is not a bank. FDIC insurance provided by Program Banks, subject to certain conditions. Learn more.