Betterment - Electronic Import

You will need to know your email address and password used to log into your online Betterment account. If you have questions, or need additional support regarding your account, please contact Betterment's Customer Support team by emailing or by calling 888-428-9482.

To import your Betterment account information into TaxAct®, follow the steps below.

  1. Click Federal. On smaller devices, click the menu icon in the upper left-hand corner, then select Federal
  2. Click Investment Income in the Federal Quick Q&A Topics menu to expand the section, then click Gain or loss on the sale of investments
  3. Click Stock Data Import
  4. Click Electronic Import
  5. Choose Betterment from the 1099 Import drop-down menu and then click Continue
  6. Enter your email address and password, then click Continue