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.
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.
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
Get the tax filing resources you need.
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
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
Want to know a simple strategy that can help you end up with thousands more by properly timing your investment into your IRA?