Tax Form Importing

How to automatically import your tax forms into TurboTax, H&R Block, and TaxAct.

Table of Contents

Getting started

Importing with H&R Block

With Betterment, you can automatically import your tax information into H&R Block. The soonest you can start importing is Feb. 16, 2021. If you need your tax forms, you can download them in your account. All tax forms will be ready to download by Feb. 16, 2021. Note: Software providers may have different versions of their tax preparation software, such as online versus desktop, and not all versions will support automatic import of brokerage data. Betterment cannot control which versions ...

Read More

Importing with TurboTax

With Betterment, you can automatically import your tax information into TurboTax. The soonest you can start importing is Feb. 16, 2021. Note that we do not currently support integration with Quicken. If you need your tax forms, you can download them in your account. All tax forms will be ready to download by Feb. 16, 2021. Note: Software providers may have different versions of their tax preparation software, such as online versus desktop, and not all versions will support automatic import of ...

Read More

Troubleshooting

Why are there so many transactions on my 1099-B?

Your 1099-B could be long, particularly if you have frequent allocation changes or withdrawals. In particular, if you have enabled TLH+, you may see many transactions. What shows up as a single transaction in your activity section might actually be multiple ETF sales for tax purposes, which is what the 1099-B shows. Sales are grouped by date of sale. You can also reference your statements for a chronological list of transactions, each with a breakdown by ETF sold. The CSV download of your ...

Read More