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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:
- Open or continue your return.
- Search for 1099-DIV and select the Jump to link in your search results.
- Answer Yes to Did you receive any dividend income?
- 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.
- Follow the on-screen instructions to enter your 1099-DIV.
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‎February 20, 2020
1:08 PM