Does Betterment provide tax statements for my trust account?
Yes. Every tax year Betterment will generate and make available to you the required 1099-B and 1099-DIV tax forms for the TIN or SSN of the trust. If you have a personal and trust account, you will receive separate tax forms for each of those accounts. Your personal account may also contain a 1099-R or 5498 form if you have IRAs. Learn more about taxes.