What tax forms do I need for a joint account?

The primary account holder, which is the person who originally created the account, will receive the 1099-B and/or 1099-DIV associated with the joint account. Integrations with tax preparation software will only work with the primary account holder's Betterment account.

We cannot change the primary account holder on a joint account. Since Betterment is not a tax advisor, we highly recommend consulting with a tax professional for further questions regarding how to file your taxes in a joint account.

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