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How do I import my investments from Betterment using Turbo Tax online?

 
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3 Replies
Irene2805
Expert Alumni

How do I import my investments from Betterment using Turbo Tax online?

You can import your 1099-B  (investment sales) from a broker that participates in the TurboTax Partner program.  Unfortunately, Betterment is not one of our partners (unless there is another name they use).  For a list of participants click on this link:  TurboTax Partner program

 

Please see this article for instructions on importing a 1099: How do I import my 1099?

 

How do I import my investments from Betterment using Turbo Tax online?

Betterment is on the list of partners. Why does Turbotax not allow the documents to import? 

How do I import my investments from Betterment using Turbo Tax online?

It not that it is disallowed.

The import is failing.

I believe Betterment is new on the list this year.

They should have ironed out any problems by now.

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