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Get your taxes done using TurboTax
Maybe... The 1099-B import *almost* works. See https://ttlc.intuit.com/community/taxes/discussion/re-i-imported-my-1099-b-directly-from-betterment-... for some details. You may be able to import but still have to make hand edits to dozens to hundreds of transactions because the import does rounding incorrectly. I’m not sure I’ll use TurboTax next year for this reason alone as I’m in the same boat using Betterment TLH+ myself.
February 21, 2021
10:51 AM