Answers to Your Tax Filing Questions

The 2018 tax season is over. If you filed an extension for your 2017 federal income taxes, you can use the resources below to access your Betterment information. Otherwise, return in Feb. 2019 to file your 2018 income tax return.

FILING EXTENSIONS

Oct. 15, 2018 is the deadline for extension filers.

If you received an extension on your 2017 federal income taxes, you have file by Oct. 15, 2018. This is the second deadline to conduct a recharacterization. See the IRS website for more information.

ACCESS PAST TAX DOCUMENTS

Your Betterment tax documents are all in one place.

Betterment's tax forms are developed in-house and include clear summaries. You will find your tax documents—including past years' forms—under "Activity" in your account.

Visit your account
Frequently Asked Questions

Get the tax filing resources you need.

2018 Tax Season Calendar: The Dates You Need to Know

2018 Tax Season Calendar: The Dates You Need to Know

Before you get started with filing your taxes this year, take a look at our 2017 tax season calendar to make sure you’re aware of important tax deadlines.

6 Tax Strategies That Will Have You Planning Ahead

6 Tax Strategies That Will Have You Planning Ahead

Here are six tax tips you can follow now to help save money on your taxes in 2017—and years to come.

“Market Timing” for Your IRA: The Early Premium

“Market Timing” for Your IRA: The Early Premium

Want to know a simple strategy that can help you end up with thousands more by properly timing your investment into your IRA?

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