topic What desktop version to import Betterment? in Get your taxes done using TurboTax

What desktop version to import Betterment?

dmaz99 — Tue, 24 Feb 2026 05:45:30 GMT

I searched but can't seem to find the answer to this anywhere, and it's not on the help pages for either Betterment or TurboTax: What is the lowest version of TurboTax desktop I need to import from Betterment? I'd like to buy TurboTax Deluxe, but I don't want to buy and find out later I need to pay for an upgrade to import from Betterment, when I could have just bought TurboTax Premier at a discount from the start on Amazon.

Thanks!

Re: What desktop version to import Betterment?

DoninGA — Sat, 08 Apr 2023 14:19:22 GMT

Betterment is a TurboTax import partner so any of the TurboTax desktop editions can be used to import a Form 1099 from Betterment - https://www.intuit.com/partners/fdp/implementation-support/tax-import/program-overview/partner-list/#1099/1098-partners

The TurboTax Deluxe CD/Download desktop edition can be used to import both W-2's and Form 1099's - https://turbotax.intuit.com/personal-taxes/cd-download/deluxe.jsp#features