Betterment Clients

At, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

Open Financial Exchange (OFX) Server

Betterment hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

To retrieve information from their server, you will need the following information:

  • Email
  • Password     

1099-B CSV Download

Betterment provides a downloadable CSV file containing your Form 1099-B information.

However, we do not have the particulars about how to navigate to and download the file. If you have that information, please email us at the address shown below.

1099-B Portable Document Format (PDF)

You may download your Betterment Consolidated Tax Statement/Year-End Summary PDF file and submit it for processing.


If you have additional or newer information regarding Betterment downloadable files, please email us at .




Try Then Buy

The app helps you self-prepare your 2023 or prior year Form 8949 and Schedule D (and Form 4797, if applicable). The app can also help you import your data into tax software applications.

You don't pay until after you review and approve our web application results.