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Level 1
April 8, 2023
Solved

What desktop version to import Betterment?

  • April 8, 2023
  • 1 reply
  • 20 views

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!

    Best answer by DoninGA

    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

    1 reply

    DoninGA
    Level 15
    DoninGALevel 15Answer
    Level 15
    April 8, 2023

    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