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 1099-B can also be useful to sort the information in different ways, or to import into other software. You can now generate a CSV download directly in your account.
Third party tax softwares mentioned are offered as a matter of convenience and are not intended to imply that Betterment or its authors endorse, sponsor, promote, and/or are affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise. If you use third party tax software, you'll be subject to the applicable terms and conditions of use for those products, including a separate privacy policy. You should read and understand all applicable terms for these tax softwares before using them.
Please note that Betterment is not a tax advisor and the information provided should not be construed as tax advice, but should be used for informational purposes only. Please consult a qualified tax professional or the IRS to determine the rules that apply to your individual tax situation.
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