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 TurboTax or
(2) generate a PDF file for attachment
to your return.
All for as little as $12.00.
Open Financial Exchange (OFX) Server
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:
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)
For tax year 2021, 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