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For electronic import instructions, go to our Forms 8949 and 1099-B - Entering Stock Transactions in Program FAQ. When you get to the section to choose your brokerage, click Betterment.

Enter the email address and password you use to log in to your Betterment account. If you have Two-Factor Authentication enabled at Betterment, you need to use an App Password (generated by Betterment) instead of your standard Betterment password. You can generate an App Password at Betterment by visiting the Security tab within Account Settings and clicking "Generate a new App Password." If you experience any issues connecting to your account, please confirm that your password is working at Betterment.com. If you have questions, or need additional support regarding your account, please contact Betterment's Customer Support team by emailing support@betterment.com, calling (646) 600-8263, or you can go to their Filing Your 2020 Taxes: A Betterment Guide webpage.


Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.


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