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How to Get Your Tax Form from Betterment

How to Get Your Tax Form from Betterment

​Please follow the steps below to get your tax form from Betterment. If you don’t have a Betterment account yet, click here to sign up and get up to $5,000 in assets managed free.
​
  • Open the website on your desktop computer or laptop, then click Login. 
  • Now, login with your email and password.
  • Once you're logged in, you will see several options on the left side menu. Click on Documents.
  • Under Documents, you will see several tabs. Click on Taxes. 
  • And now you will be able to see all of your tax forms.
  • That's how you get your tax form from Betterment.

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