GiseleD
Expert Alumni

Get your taxes done using TurboTax

Unfortunately, if you still unable to import your Betterment activity, you may have to enter the transactions manually. 

 

Here's how to enter your 1099-B:

 

1) Once in your return, click Income & Expenses (top tabs)

2) Scroll down till you see Stocks, Mutual Funds, Bonds, Other

3) Follow the prompts to add in your sales

 

Here's how to enter your 1099-DIV:

  1. Open or continue your return.
  2. Search for 1099-DIV and select the Jump to link in your search results.
  3. Answer Yes to Did you receive any dividend income?
  4. Choose your bank or brokerage from the list to import your 1099-DIV and select Continue or manually enter your 1099-DIV  by selecting I'll type it in myself.
  5. Follow the on-screen instructions to enter your 1099-DIV.

 

@BuckskinPony

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