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®:

  1. From within your TaxAct return (Online or Desktop), click Federal. On smaller devices, click in the upper left-hand corner, then click Federal.
  2. Click Investment Income in the Federal Quick Q&A Topics menu to expand, click Gain or loss on the sale of investments to expand, then click Stock data import.
  3. Click Electronic Import, select "Betterment" from the 1099 Import drop-down, then click Continue.
  4. Enter your email address and password, then click Continue.