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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.

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Date
Why it's important

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

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.

Common situations

Whether you're new to Betterment or an expert, we have your tax time answers.

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.

Visit the resource center

Need more help?

Visit customer support

Your satisfaction is guaranteed. It's our commitment to you. Learn more.

Member of Securities Investor Protection Corporation

Betterment Securities is a member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.

Looking out for investors' accounts is a legal duty.

Regulated by the SEC and a member of FINRA, our Broker-Dealer, Betterment Securities, follows a strict set of rules, designed to protect our investors' accounts.

Betterment is not a tax advisor, nor should any information herein be considered tax advice. Please consult a tax professional.