How do I view or download my tax forms?
To view or download your tax forms in the mobile app:
- Log into the mobile app.
- Open the menu.
- Tap Statements and Taxes.
- Select Taxes, then Tax Forms.
- Use the year dropdown to select your desired tax year.
To view or download your tax forms in a web browser:
- Log in to Betterment.
- Select Documents from the left-hand menu.
- Click the Taxes tab.
- Use the year dropdown to select your desired tax year.
