Everything you need to know about tax season with Betterment.

Tax forms are now available. Log in here to access them.

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.

  • Date
    Why It's Important
  • February 15

    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.

  • April 18

    Tax Day! This is the deadline to file your taxes.

We make filing easy.

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.

Betterment has teamed up with TurboTax® to help tax season go smoothly. Get started today.

Here are the most common questions to help you get through tax season:

  • Where do I go to download my tax forms?

    Your tax forms are available on the Activity & Documents tab for each account. Read More

  • How much can I contribute to an IRA and what is the deadline?

    The annual limits for 2016 IRA contributions are $5,500 for individuals under 50 years old, and $6,500 for those who are 50 and over. Be sure to make all of your 2016 contributions by April 17 in order for them to be invested and marked for the April 18 deadline. Read More

  • My tax preparation software has a limit on the number of transactions it supports. How can I use it to report all of Betterment’s transactions?

    Certain versions of tax preparation software have a limit on the number of transaction lines they support for automatic upload. Here is an alternative you may want to consider. Read More

  • How can I calculate my state-specific municipal bond ETF interest?

    A portion of the dividend income from your municipal bond ETF holdings may be exempt from state income tax, depending on your state’s tax laws. Read More

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Want to make the most out of tax season? Explore our tax season articles.

Betterment is not a tax advisor, nor should any information herein be considered tax advice. Please consult a tax professional. TurboTax® is not a Betterment product. Clicking on the “Get started today” 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.