Betterment Clients

www.betterment.com

At Form8949.com, 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 TurboTaxtax 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.

If you have information about how to navigate the Betterment site to download their CSV file, please email us.

Download this file and submit it for processing by our program.


If you have additional or newer information regarding Betterment downloadable files, please email us at support@form8949.com .