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.
Consolidated 1099-B and 1099-DIV — applicable if you have a Betterment taxable brokerage account (e.g., a Build Wealth or Safety Net goal) in which trades occurred in 2016 or you received taxable dividends totaling $10 or more.
April 17 at 10 p.m. EST
Last chance to deposit into a Betterment IRA, conduct a recharacterization of a contribution, or convert your IRA in order for it to count for the 2016 tax year.
Tax Day! This is the deadline to file your taxes.
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.