We know tax season can be stressful. Here are answers to some of your most commonly asked questions.
To see a calendar of important 2017 tax dates, click here.
A copy of Form 5498 containing your 2016 IRA contribution information will be uploaded into your account. Betterment will send this to the IRS on your behalf, so no further action is required of you.
Last day for extension filers to file their tax returns. See the IRS website for more details.
We create Betterment tax forms in-house and provide clear summaries. You can easily download them from within your account by clicking the Activity tab and the Tax Forms subheader. Integrations with TurboTax, H&R Block, and TaxACT are available to help filing your taxes go as smoothly as possible.
Please note that Betterment does not support TXF files, OFX files, or integration import ability with Quicken.