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Will I receive any tax forms due to my earned interest in Cash Reserve?

Published | Updated

Yes, we will provide you with a 1099-INT tax form by January 31st of each year if you earned $10 or more in interest during the previous calendar year. You’ll be able to download it directly within your account, and we’ll email you to let you know when it’s available.

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.