Tax time at Betterment
We are here to equip you with what you need to do your taxes as a Betterment customer. Here you'll find answers to your questions about taxes on your Betterment investments, and we'll let you know when your tax forms are ready.
Tax forms will be available on Feb. 15th.
We know tax season can be stressful, and that's why we're here to help. In accordance with IRS rules, we will make 1099-B/DIV forms available starting Feb. 15. 1099-R forms will be available Jan. 31. In the meantime, we have a list of important tax dates to help you prepare to file.Read more
Dec. 28, 2017 11:59pm EST
Last chance to request an IRA distribution, Roth conversion, or charitable contribution and have it count for 2017 tax year.
Jan. 31, 2018
1099-R tax forms will be available, only for customers who completed an IRA distribution.
Feb. 15, 2018
1099-B and 1099-DIV tax forms will be available.
We help make filing easy.
Betterment's tax forms are developed in-house and include clear summaries. Starting Jan. 31, you will find your tax documents under "Activity" in your account. Integrations with TurboTax, H&R Block, and TaxACT are also available.Visit your account
TurboTax® is not a Betterment product. Clicking on the "Purchase TurboTax" link above will take you to a third-party website maintained by Intuit. Betterment is not responsible for the information and content on third-party websites and does not guarantee that TurboTax® products are complete or accurate. If you choose to use TurboTax® or any other Intuit product, you will be subject to the terms and conditions applicable to such product.
Have tax questions related to your Betterment account? Here are four answers you should know.
Looking for tax forms in your Betterment account?
Your tax forms are available on the Activity tab starting Jan. 31st. Read more.
Planning to max out your IRA for 2017?
The annual limits for 2017 IRA contributions are $5,500 for individuals under 50 years old. Read more.
Calculating your state-specific municipal bond interest?
In some states, a portion of the dividend income from your municipal bond ETF holdings may be exempt from state income tax. Read more.
Tax software questions?
Some tax preparation software limits the number of transaction lines you can upload. We help you solve that problem. Read more.
Whether you're new to Betterment or an expert, we have your tax time answers.
If this tax season will be your first with Betterment:
If you've previously filed your taxes as a Betterment customer:
If you have a tax professional who helps you file, or you want to go one step further:
Learn about Betterment's tax optimization strategies.
Betterment offers educational insights on how you can improve your investment choices to be more tax-efficient for the future. Check out our latest insights and articles.
Are you on track for retirement?
Try our retirement calculator to see if you're retirement-ready.
Could your 401(k) be worth more?
Learn how rolling over an average 401(k) to a Betterment IRA could mean 60% lower fees.
Want more retirement guidance?
Read the latest on investing for retirement on our Resource Center.
Betterment is not a tax advisor, nor should any information herein be considered tax advice. Please consult a tax professional.